March 2026 Release Notes

March Product Update

This month’s updates focus on giving payees more control, improving visibility into vendor data, and reducing confusion that leads to support tickets. Here’s what’s new and how it benefits your workflows across vendor onboarding, compliance, and payments.

Dynamic Payment Method (DPM)

 New Requirement: Explicit Payment Method Selection

Payees must now actively choose their payment method before submitting payment details.

What changed

• No automatic selection of default or top-listed payment methods
• Applies especially when transitioning from Legacy custom fields → DPM
• Payment details won’t be saved or submitted without a selection

Why this matters

•  Prevents accidental enrollment in the wrong payment method
•  Reduces payment errors and rework for AP teams
•  Ensures compliance with payee consent requirements 

Profile Manager Enhancements

 New Functionality for Connected Profiles

You can now expand each profile row to see richer, actionable data at a glance:

New details include:

• Connected Locations (Vendor #, Site Code, Address Type, Request ID, Full Address)
• Pending Data Changes
• Pending Approvers (now visible directly in the main row + expanded view)

New: Connect Approved Profiles + Locations in Profile Manager

Users with the appropriate permissions can now:

• Connect an approved full payee profile

Connect a new remit location after approval via Data Changes

Improved Filtering for Faster Workflows

• Status filter moved to primary filter bar (no more digging in “More Filters”)
• “Pending” is now split into:
  • Pending → Full NVR submissions
  • Connected: Pending → Data change requests

Bug Fixes

 Data Changes Visibility Fixed

Previously, location data changes would disappear once fully connected.

Fix implemented:

• “Approved & Processed” grouping now correctly includes Connected data changes