June Product Updates

Most of what shipped this month does the same thing: it removes a manual step. Fewer fields to re-key, fewer confirmations to check by hand, fewer places to hunt for the right entity or the right file. Here're some features we shipped in June.

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Apollo fills a PO in 20 seconds

Buyers and procurement teams lose time keying line items, prices, and tax codes off a supplier quote. Drop the quote into Apollo, the agentic module for purchasing, and the whole order comes back filled in about 20 seconds: lines, prices, tax codes. It holds that speed no matter how many fields you ask it to complete. You just review and approve.

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Amazon orders reconcile themselves

AP and procurement teams hand-check every Amazon order confirmation against the PO. Now, when Amazon drops a line, reprices it, or cancels an order, the matching PO updates on its own. Nobody diffs the confirmation by hand, and your PO always reflects what Amazon actually shipped and charged.

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See every journal entry tied to a purchase order

Reconciling one purchase meant hopping between the PO, its receptions, its invoices, and the global journal entries list. A new Journal entries tab on each PO pulls together the entries from the PO itself, its receptions, and its invoices. The full accounting picture sits in one place.

Upload whatever the vendor sent

Anyone processing vendor documents used to convert files by hand first. Word docs, .msg, and .eml files now render as a clean PDF directly in Payflows. Open what the vendor sent and work with it in place, with no conversion step before you can process it.

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AP details cascade into invoices and credit notes

AP teams re-key the same vendor and account information line after line. Now the accounts-payable fields fill themselves down the form on invoices and credit notes. You review and approve instead of retyping, with fewer keying errors on long documents.

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Jump from a journal entry to the PO that created it

Tracing a single journal entry back to its source used to be detective work. Now every journal entry links straight to the purchase order that created it, so you go from the entry to its PO in one click. The "where did this line come from?" hunt is gone.

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Apply approval workflow changes to vendors still in review

When admins updated a vendor approval workflow, the change applied only to new vendors, leaving in-flight vendors on the old steps. Now, when you save a change, you can migrate the pending vendors onto the new version: their approval resets, their data stays intact, and already approved or rejected vendors are untouched. Your policy update reaches the vendors in your queue today.

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Reclassify in bulk without scrolling

Finance teams reclassifying entries click through the whole list to find the right lines. The reclassification center now has real filters, so you target exactly the lines you want and reclass them in one pass instead of scrolling through everything.

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Vendor forms adapt to the vendor

Vendors wade through one bloated onboarding form, scrolling past questions that do not apply. The form now shows only the fields that vendor actually needs. Onboarding is faster and cleaner, and vendors finish setup without confusion.

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Better control your notifications

Most people either drown in notifications or mute the important ones to escape the noise. A reworked Preferences page sets every notification individually, by channel (app, email, Slack or Teams) and delivery mode (off, instant, or digest), with new digest bundling on the schedule you choose per channel. Keep what matters, quiet the rest.

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Entity management that scales to 40+ entities

Teams running dozens of legal entities lose time filtering and finding the right one. A hierarchical entity tree with a fast tree picker makes that navigation quick, even across 40 or more entities. Finding the right entity stops being a daily hunt.

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Find any entity by code

On top of the tree, every legal entity now has a short code. Search by code or by name and land on the entity you need right away. One more way to cut the daily entity hunt when you run many of them.

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No more "rate not found"

Treasury breaks the day you start operating in a currency Payflows did not cover. New currencies, including the Chilean peso, are now supported, so you can add a country and keep working without an FX gap.

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That's June wrapped up. July's already rolling out!