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April 2026 Release Notes

Profile Manager: Advancing Toward General Availability

This month’s updates focus on improving usability, reducing clicks, and giving your team more visibility into profile activity and tax ID handling. These enhancements are designed to make day-to-day vendor management faster and more intuitive across onboarding and compliance workflows.

Early Access Available: PaymentWorks 2.0 Sandbox Opt-In

We’re excited to announce that early opt-in access to the PaymentWorks 2.0 Sandbox environment is now available.

We strongly encourage customers to begin testing early to ensure a smoother transition experience ahead of the broader rollout.

Why opt in now?

  • Validate your workflows and integrations ahead of launch
  • Familiarize your team with updated functionality and navigation
  • Identify and address questions before production migration
  • Reduce implementation risk and minimize disruption during transition

Early testing gives your organization more flexibility and time to prepare, especially for teams managing complex vendor onboarding, payment processing, or ERP integrations.

If you’re interested in enabling Sandbox access, you can do so by clicking the banner in the Sandbox environment.

What’s New & Improved

Your View Preferences Now Save Automatically

Your selected Rows Per Page setting will now persist automatically between sessions.

What this means for you:

  • No more resetting your preferred view after logging out
  • Faster navigation when reviewing large vendor lists
  • A more personalized and consistent experience every time you return

This improvement helps teams managing high volumes of vendors or profile reviews work more efficiently with fewer interruptions.

Connect Order Addresses During Profile Submission

Users can now connect Order Addresses directly within a Profile Submission workflow.

Benefits:

  • Simplifies vendor setup and profile completion
  • Reduces manual follow-up and duplicate data entry
  • Improves accuracy between vendor profiles and purchasing workflows

This enhancement is especially useful for organizations managing multiple locations, departments, or project-based purchasing.

Improved Navigation & Click Behavior

We’ve refined how profile rows and expand actions behave to reduce accidental clicks and improve usability.

Updated interactions:

  • Clicking a row now opens the profile
  • Clicking the expand icon now expands profile details only
  • Expanded the clickable area on the expand icon for easier use

Why it matters:

  • Fewer misclicks during profile review
  • Faster navigation through vendor records
  • Improved accessibility and usability for all users

Data Change Filters: Search by Change ID

You can now search Data Changes using a new ID filter.

The filter searches across:

  • Request IDs
  • Update IDs

Use cases:

  • Quickly locate specific vendor updates
  • Improve audit and troubleshooting workflows
  • Reduce time spent searching through profile history

This update makes it easier for compliance, AP, and procurement teams to track and validate profile changes.

Enhanced Auto-Generated Tax ID Display Handling

We’ve improved visibility around auto-generated Tax IDs.

New additions:

  • Support for displaying auto-generated Tax IDs
  • “No Tax ID Reason” display support
  • Tooltip indicators explaining auto-generation behavior

Benefits:

  • Greater transparency during vendor onboarding
  • Clearer context for missing or system-generated Tax IDs
  • Reduced confusion and support inquiries during profile review

This improvement helps teams better understand vendor tax information without needing additional investigation.

Looking Ahead

Profile Manager continues moving toward General Availability, with ongoing enhancements focused on usability, transparency, and streamlined vendor onboarding workflows.

Thank you for your continued feedback — many of these improvements were driven directly by customer input.