Release Notes: February 19, 2025

Note: We may roll out certain changes iteratively through our customer base. As a result, you may experience a few days’ delay (no more than one week) before you see new functionality in your Production environment.

Enhancement

ADMIN

Invoice Submit-Compliance Rules Added to Rule Builder

Over the next few weeks, we will be rolling out Invoice Rule Builder to new customers and those who do not have legacy business rules for Invoice. This will allow your organization to create your own Invoice submit-compliance rules, eliminating the need to contact Support to manage these rules.

Existing customers with legacy business rules for Invoice will be able to take advantage of this new feature in Q2 of 2025, when we will offer a one-time conversion of existing rules into a new format that is compatible with the Rule Builder UI.

Administrators may enable this feature by navigating to the Access Permissions admin screen, scrolling down to Invoice Submit Compliance, and checking “Read Invoice Submit Compliance Rules” and “Edit Invoice Submit Compliance Rules.”

For complete details on using business rules, see Introduction to Business Rules, Business Rules Admin Screen, and Rule Builder Attributes in the Help Center.