Profile Manager - Bugs & Updates

Updated  5/12/26

Statuses & Definitions (in order): 

In Progress = currently being worked on

Upcoming = slated to be worked on in the next round of updates

Planned = slated to be worked on in the next 2-3 round of updates

Design in Progress = Committed, design is ongoing before implementation or planning

Under Review = evaluating or triaging

Delivered Items - Latest Update

Bugs / Issues Resolved

• Profile Manager List

• • More Filters data filters now correctly display on top of the More Filters pane when active.

• • Updated date field now displays the latest (most recent) between the profile submission date or the data change submission date.
• Data Changes: Location (New/Edit) data changes now properly display under the Approved, Processed, and Connected change group section.
• Profile Data:
  • The tax form field label now displays w-8/w-9.
  • The Tax ID field label now displays the appropriate type (e.g., SSN, EIN, ITIN, Tax ID (for other types).
  • Status chips have been added to the Connection Information card section.

• Tags

• Newly added tags are now usable/selectable as soon as they are added without refreshing the page.
• Newly added tags now appear in the Profile Manager list once they are added without refreshing the page.
• The add/remove tag actions no longer display to users without appropriate permissions.
• Sanctions: Added handling for sanctions enabled/disabled options for payer accounts in Profile Data and Data Changes. Users will not see sanctions screening results if their payer account has sanctions disabled for that profile's type (individual / company).

Features / Enhancements / Behavior Changes

• Profile Manager

• The Process Approved Requests button and functionality now requires a new permission, Mark All Approved Requests as Processed, be added to user roles.
• The Status Filter has been moved to primary filters, alongside profile name, vendor number, and My Pending only filters.
• Rows per page selection is now persisted for users (e.g., 10, 25, 50 ,100)

• Feature - Expanded Profile Section:: A new expanded section has been added to connected profiles on the Profile Manager list table. The expanded section includes Connected Locations (Vendor Number, Site Code, Address Type, (Request) ID, and Full Address, as well as Pending Changes.

• Pending Approvers: Pending approvers have been added to the primary profile row (for submissions) and under Pending Changes under the expanded profile row.

• • Pending Approvers filter: Users can now filter for profiles based on selected pending approvers. This filter will identify any profile that contains a selected role as a pending approver under both the onboarding submission or any pending data changes.
  • The Connected - Pending status chip styling has been updated to distinguish it from the Pending status chip. A pending change count has also been added to the chip.
  • Filter Behavior Change - Pending Changes: the filter has been replaced with two separate filters: (1) Change Type and (2) Change Status, which enables users to find profiles with any combination of change type and status (e.g., profiles with approved bank accounts or profiles with pending company updates).
  • Active Filters: Active/Selected filters are now displayed underneath the filter pane. By default, up to five active filters are displayed, but the user can expand to show the remaining filters.
    

• Profile Data

• Scroll Behavior: Profile Detail scroll behavior has been changed to no longer freeze the top portion of the header (including the profile name). It now scrolls the page and only freezes the profile tabs.
• Tax Country field now displays the full country name alongside the two letter ISO-3166 country code.
• Tax IDs now include hyphens where applicable (i.e., social security numbers (SSN), employer identification number (EIN), and individual tax identification number (ITIN)).

• • Feature - Connect Profile: Users with access to the Classic App - Connect Supplier page now have access to connect a profile after it has been fully approved (including both Remit addresses / Order addresses (if collected)).

• • Alternate Viewing Option: Users are now able to view Profile Data in a single column list, and they can toggle between grid display and list display.

• Data Changes

• • Feature - Connect Address: Users with access can now connect a new location after it has been approved (Remit addresses / Order addresses (if collected)) under Data Changes.
  • Change ID (Update ID or Request Id) has been added. 

Delivered Items - Previous Update (3/3/2026)

Bugs / Issues Resolved

• Data Changes: Users who could not approve some data changes were still seeing the approval action buttons (approvals were not saved/committed). Display of actions now consistent with their ability to approve at the current approval step.
• The Resubmitted filter has been re-added to available filters on the Profile Manager List page.
• On the profile detail page, the scrollbar for some users to aid in moving down the page, for pages with a lot of details
• Users would inconsistently run into errors while removing tags due to case insensitivity. Tags that had varying cases (e.g., “Foo” vs. “foo”), which would encounter issues when assessing the appropriate tag to be removed.

Features / Enhancements / Behavior Changes

• Profile Manager List

• Profiles table sorting on Profile Name and Updated (date)
• Profiles List - Tags: see more / all Request tags on Profiles table
• Resubmitted Profiles: an indicator is now displayed beside profile names that have been resubmitted after a return, along with number of times it has been resubmitted
• Status Changes:
• Up-to-Date → Connected
• Pending → Pending (Submissions prior to connection) and Connected - Pending (for pending data changes)
• Locations: Added Request ID to each connected location record (supplier profile)
• Data Changes:
• Before and after color highlights have been updated to be more neutral
• Added filter by change type and date
• Request PDF downloads: users can now download a profile’s submission request information (1:1 with Classic Requests), including New Location (partial request)/Edit Location (edit request) data changes

Delivered Items - Previous Update (2/9/2026)

Bugs / Issues Resolved

• Profile Data tab: Non-tokenized bank account and routing number missing
• Profile Data tab: Bank validation file missing on
• Profile Data tab: Bank address displaying remittance address
• Profile Data tab: W-9 not displaying if it is PaymentWorks generated
• Profile Data tab: Foreign vendors (non-US) displaying TIN Pending
• Notes: Users without permissions could view the editable text editor
• Address Validations: Unable to validate address indicators is not appearing, only validated address indicators

Features / Enhancements / Behavior Changes

• Profiles List - Filters: Filters are now persisted on the Profile Manager list page
• Added Locations tab that displays all connected supplier profiles
  • Currently including Vendor Number, (Site Code), Address, and Contact from Supplier Profiles

• Added the ability to clear all selected filters on the Profiles list view
• Status chips have been improved for viewing, styling also addresses issues with some chips looking too similar to others (e.g., Returned vs. Rejected)

Issues / Bugs Confirmed or Under Review:

Planned / In Progress

• Profile Manager displays profiles pending changes, but no pending changes are available to approve/reject. Some users have reported seeing hundreds of pending profiles but not seeing these as pending in the Classic application. (In Progress)
• In some cases, the Vendor Number and Site Code are not displaying under the Connection Information section of the connected profile. (In Progress)

• Connect Profile: In some cases, users have the option to connect a profile that has already been connected. The Connect button continues to appear in the green banner. (Upcoming)

• Routing Options  For New Locations and Edit Locations, the pay-to and address information displayed under Routing Options is inconsistent with the address in the data change. (Upcoming)

• Connect Address: For approved New Locations, the address to connect is not displaying, so connections cannot be completed. (Upcoming)

• When approving a submission, a warning indicating an existing sanctions alert is not displayed. This is inconsistent with the Classic application. (Upcoming)
• Additional Information Fields: The display order of Additional Information fields is not consistent with the Classic application. (Planned)

Under Review

• In some cases, users are encountering a failure to approve error when attempting to complete their registration routing.

User Experience Feedback / Upcoming Improvements

Planned / In Progress / In Design

• New Feature: Approved Versions of Profile Data (In Progress)
• Notes: Add notes counter / indicator for users to know that there are notes to view (Planned)
• Add Timestamp to Submission Date field under Profile Data (Planned)

• Allow users to process New Location / Edit Location data changes after they have been approved, ad hoc (Planned) 

• Display state indicators for bank account, sanctions, conflicts on Profile Data Categories list