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Release 2026-01-27

Updated over 2 weeks ago

What's Improved

Smarter default request type in Document Search

Now, when you open Document Search for the first time, Bills are automatically selected as the request type if the Bill workflow is activated and available to you.

If not, you’ll be prompted to manually select a request type based on the other workflows available to you.

What's Fixed

In general

  • When copying rules in the Requester matrix, only the selected rules are copied.

  • Updated Organisation time zones apply immediately after saving, no page refresh required.

  • Lock date tooltips are displayed correctly on Xero and QuickBooks Online request previews when “lock date + one day” handling is enabled in the workflow.

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