Charted 2026
Charted 2026.1.1+ has been certified by Charted to be compatible with NetSuite 2026.1 and is backwards compatible with NetSuite 2025.2.
Releases deploy in stages. Each update first becomes available in Sandbox and to a small group of early adopters, then deploys to all production accounts the following Monday.
Charted 2026.6.2 (2026-08-11)
Production Deployment: August 11, 2026.
Indicates changes available in the new Charted user experience.
Charted 2026.6.2
Bug Fixes:
[Payments Automation] Fixed a bug on the Transaction History table that communicated the wrong Amount [IN-1852]
Charted 2026.6.1 (2026-08-06)
Sandbox Availability: August 6, 2026 Production Deployment: August 10, 2026.
Indicates changes available in the new Charted user experience.
Charted 2026.6.1
Bug Fixes:
[Advanced Vendor Onboarding] Customers with early access to our vendor onboarding queue will no longer see the queue if our Advanced Vendor Onboarding bundle is not installed. [IN-1757]
Charted 2026.6.0 (2026-08-03)
Sandbox Availability: August 3, 2026 Production Deployment: August 10, 2026.
Indicates changes available in the new Charted user experience.
Charted 2026.6.0
New Features:
[Invoice AI] The Not Submitted and Not Approved invoice queues now include a Subsidiary column, and Invoice Date, Due Date, and Amount columns now sort by their correct data types rather than alphabetically. [AP-2146]
[Invoice AI] The Not Submitted and Not Approved invoice queues now respect NetSuite subsidiary permissions, so users only see bills within their authorized subsidiaries. [AP-2145]
[International Payments] You can now send international payments to vendors in the Dominican Republic using the Dominican peso (DOP). [IN-1756]
Bug Fixes:
[Invoice AI] Resolved an issue where the Bills to Submit queue could load slowly or timed out and failed to return any results. [AP-2288]
[Invoice AI] Optimized auto-processing queue performance to prevent delays caused by already created or removed invoices. [AP-2226]
[Invoice AI] Fixed an issue where clicking a duplicate invoice link in the inbox resulted in a 404 error instead of showing the list of duplicate invoices. [AP-1997]
[Invoice AI] Resolved an issue where uploading invoices simultaneously from multiple user sessions was logging an unnecessary "Record has been changed" error in the script log. This did not cause a user-facing error, but the fix ensures script logs are more accurate. [AP-1993]
[Accrual Automation] Optimized the queries used to calculate pending transactions and accrual totals in the Accruals Dashboard for faster loading times. [AP-1292]
Our numbering scheme changed as of 2026.6.0. There are no 2026.2.27–2026.5 releases.
Charted 2026.1.26 (2026-07-21)
Sandbox Availability: July 21, 2026 Production Deployment: July 27, 2026.
Bug Fixes
[Invoice AI] Resolved context bar and invoice AI settings page not appearing in Non- one world accounts due to missing subsidiary [AP-2235]
Charted 2026.1.25 (2026-07-20)
Sandbox Availability: July 20, 2026 Production Deployment: July 27, 2026.
Bug Fixes
[Advanced Vendor Onboarding] Including inactive vendors in the AVO Queue for early adopters [IN-1745]
Charted 2026.1.24 (2026-07-20)
Sandbox Availability: July 20, 2026 Production Deployment: July 27, 2026.
Indicates changes available in the new Charted user experience.
New Features:
[Invoice AI] Administrators can now configure an AI Direction for Bill To Name, enabling automatic subsidiary assignment at invoice ingestion based on custom directions provided. [AP-1866]
[Advanced Vendor Onboarding] Subsidiary is now displayed on the payee list table and payee detail page, making it easier to identify which subsidiary a payee belongs to. [IN-1252]
Changes:
[Platform] New accounts now default to the updated UI experience, so new customers are on the latest interface from day one without affecting existing accounts. [AP-2202]
[Approval Automation] The Not Approved page now loads pending approval bills significantly faster on accounts with large approval histories, eliminating timeouts. [AP-2130]
[Invoice AI] Inbox filters and page size settings now persist across browser sessions in the new UI, so your view is preserved each time you return. [AP-2034]
[Invoice AI] You can now search for vendor bills by PO number in the new AP Inbox. [AP-2033]
[Invoice AI] A PO Status filter is now available in the new UI AP Inbox, matching the filtering capability of the previous interface. [AP-2032]
[Payment Automation] The Change Payment Method dropdown in Ready for Release will display payment method type. Currency will only be displayed if it's an international payment method type, making it clearer when managing multiple payment methods. [IN-1212]
Bug Fixes:
[Invoice AI] Fixed an issue where the Posting Period field appeared blank on vendor bills for accounts not using OneWorld, which previously blocked saving or submitting the bill. [AP-2141]
[Three Way Match] Fixed an issue in the NetSuite Redwood experience where clicking Save With Variances in the 3-way match modal required an extra click to complete and prevented custom save actions from running correctly. [AP-2122]
[Approval Automation] Fixed an issue where dashboard approval cards showed Approval Workflow Automation statuses and a Not Submitted card on accounts where that bundle is not installed. [AP-2036]
[Invoice AI] Fixed an issue where bills processed through Save and Next in the new UI did not automatically submit for approval as they did in the previous interface. [AP-2035]
[Payment Automation] Fixed an issue where the Date Requested and Bill Requested Date filters were missing from the Ready For Release view in the new user experience. [IN-1681]
[Payment Automation] Fixed an issue where ACH payment methods were not updated to Removed status when deactivated, keeping payment method statuses accurate. [IN-1626]
[Advanced Vendor Onboarding] Fixed an issue where CC email addresses entered with semicolons or other unsupported characters caused vendor sync failures; the field now validates format on AVO form entry. [IN-1619]
[Payment Automation] Fixed an issue where vendor invites could be sent using a Business Entity with no enabled payment methods, which caused payees to see no payment options during onboarding. [IN-1427]
[Payment Automation] Fixed an issue where selecting the first date in a date range filter triggered an unexpected page refresh; both dates can now be selected smoothly without interruption. [IN-1384]
Charted 2026.1.23 (2026-07-13)
Indicates changes available in the new Charted user experience.
New Features:
[Advanced Vendor Onboarding] New AVO dashboard extended to early access customers
Charted 2026.1.22 (2026-07-06)
Indicates changes available in the new Charted user experience.
New Features:
[Invoice AI] Tax and shipping lines captured from an invoice can now be coded dynamically based on how those lines were previously coded for that vendor, reducing manual recoding. [AP-1453]
[Payment Automation] The Import New Payees page now supports filtering by name, email, entity type, and subsidiary so you can find and import only the vendors you need. [IN-1241]
[Invoice AI] Added support for French SIRENE and French VAT identifiers when enrolling French entities for e-invoicing on the Peppol network. [AP-1992]
Changes:
[Payment Automation] The exported payments CSV now splits amount and currency into separate columns and removes timestamps from date fields for easier reporting. [IN-1455]
[Payment Automation] The Release and Cancel actions on the Ready for Release page have moved to a fixed bottom bar that shows the number of selected payments and total amount. [IN-1441]
[Advanced Vendor Onboarding] When reviewing a vendor onboarding form response, you will now see a clear error message if a mapped field is missing, misconfigured, or has been removed [IN-1321]
Bug Fixes:
[Payment Automation] Fixed an issue where the business entity dropdown on the Send Invite page could not be scrolled vertically. [AP-1504]
[Payment Automation] Fixed an issue where a payment could be released even after its associated payment method had been removed; affected payments now move to Not Ready for Release. [IN-1521]
[Payment Automation] Fixed an issue where 'ACH' was miscapitalized as 'Ach' in payment statuses, payment methods, and other areas throughout the app. [IN-1323]
Charted 2026.1.21 (2026-06-24)
New Features:
[Invoice AI] Added support for the German VAT identifier when enrolling German entities for e-invoicing on the Peppol network. [AP-1933]
Changes:
[Invoice AI] The Bills to Submit queue now includes bills in a canceled approval status. [AP-1735]
[Payment Automation] Updated the error notification email for returned ACH payments to include additional details such as the business entity name, NetSuite account ID, and a direct link to the relevant ACH return error code, making it easier to identify and troubleshoot payment failures. [IN-1447]
Charted 2026.1.20 (2026-06-15)
Changes:
[Invoice AI] Added support for the Belgian CBE identifier when enrolling Belgian entities for e-invoicing on the Peppol network. [AP-1737]
[Invoice AI] Received e-invoices now generate a more comprehensive PDF representation of the invoice, providing AP professionals with a complete view of all invoice details for quick review and approval. [AP-1739]
Bug Fixes:
[Invoice AI] Resolved an issue where duplicate invoice detection was running an outdated process, causing degraded performance in the invoice inbox. [AP-1976]
Charted 2026.1.19 (2026-06-08)
Bug Fixes:
[Platform] Resolved an issue where a custom field conflict in NetSuite was preventing Charted from installing successfully in new customer accounts. [IN-1468]
Charted 2026.1.18 (2026-05-28)
Changes:
[Platform] Resolved an issue to support the early adopter rollout of a new application UI experience. [AP-1918]
Charted 2026.1.17 (2026-05-26)
Changes:
[Invoice AI] All customers now use the latest document extraction engine, which supports multi-page PDFs for faster invoice scanning. [AP-1464]
Bug Fixes:
[Approval Automation] Fixed an issue where the
customdeploy_sw_invoice_get_slscript deployment audience is no longer overridden when edited to support roles such as the Advanced Partner Center, resolving the permissions error vendor partner approvers received when clicking the View Invoice button on a vendor bill. [AP-1450][Approval Automation] Fixed an issue where an empty approval comment immediately before a signature prevented the signature from being stripped when an end-of-message keyword was configured. [AP-1398]
[Advanced Vendor Onboarding] Fixed an error that prevented vendor onboarding form responses from opening. [IN-1395]
Charted 2026.1.16 (2026-05-11)
Bug Fixes:
[Invoice AI] Fixed an issue where uploading PDFs containing embedded images such as screenshots or photographs caused the upload to fail silently without displaying an error to the user. [AP-1729]
Charted 2026.1.15 (2026-05-01)
Bug Fixes:
[Payment Automation] Fixed an issue where vendor onboarding invites were incorrectly closed after a vendor was automatically opted in to ACH, preventing further onboarding steps from completing. [IN-1327]
Charted 2026.1.14 (2026-05-01)
New Features:
[Invoice AI] Belgian entities can now subscribe to receive e-invoices directly through the Peppol network via the new E-Invoicing Subscription Management page, including support for Belgian VAT identifiers.
Changes:
[Invoice AI] OCR document processing is now significantly faster, reducing average extraction time for larger documents from ~17 seconds to ~4 seconds. [AP-1409]
Bug Fixes:
[Invoice AI] Fixed an issue where re-uploading a previously failed invoice would copy incomplete data from the failed scan instead of triggering a fresh scan. [AP-1373]
[Invoice AI] Resolved an issue where invoices could fail OCR processing due to duplicate task execution, causing invoice status to incorrectly show as failed. [AP-1263]
[Advanced Vendor Onboarding] Fixed an issue where viewing a submitted vendor onboarding form response showed an error after a field had been removed from the form. [IN-1278]
Charted 2026.1.13 (2026-04-27)
Bug Fixes:
[Invoice AI] Resolved an issue impacting the ability for SuiteTax to calculate taxes automatically upon loading bills in split screen view, requiring the user to press a button to force the calculation of taxes. [AP-1448]
Charted 2026.1.12 (2026-04-22)
Changes:
[Payments] Vendors who do not opt out within 10 business days of receiving an opt-out notice are now automatically enrolled and ready to receive payments, with no manual follow-up required. [IN-1130]
Charted 2026.1.11 (2026-04-17)
Changes:
[Payments] Vendor payment enrollment emails now include an authorization and opt-out section that explains how payment data is handled and shared. [IN-1296]
Charted 2026.1.9 (2026-04-17)
New Features:
[Invoice AI] Administrators can now view and update the most commonly used Invoice AI settings directly within the Charted settings page, without navigating to the underlying NetSuite custom record. [AP-1252]
Changes:
[Payment Automation] The payment information update email sent to opted-in payees has been refreshed with an updated template and subject line for improved clarity. [IN-1256]
Bug Fixes:
[Invoice AI] Resolved an issue where bills could be coded to inactive accounts, departments, classes, locations, expense categories, or items during autofill, which could also prevent bills from loading in accounts with large numbers of inactive records. [AP-1335]
[Invoice AI] Resolved an issue where users with View-only Vendor Bill permissions could incorrectly create PO-backed bills from the For Review tab in the Inbox. [AP-1047]
[Platform] Resolved an issue where Charted Clerk appeared in the NetSuite portlet view, where it was not usable due to limited screen space. [IN-1262]
[Payment Automation] Resolved an issue where a vendor payee was incorrectly deactivated after completing the opt-out flow. [IN-1257]
[Payment Automation] Fixed an issue where vendor onboarding email templates were formatted inconsistently across different messages. [IN-1255]
[Platform] Resolved an issue where the AI assistant button overlapped and obscured other buttons in the vendor portal interface. [IN-1254]
Charted 2026.1.8 (2026-04-13)
[Payment Automation] Reverted all payee status / ids fields from Vendors incorrectly imported to Charted in 2026.1.1. Changes excluded all other scripts and workflows from running in NetSuite when reverting the status changes. Fully resolves all issues introduced in 2026.1.1. [IN-1277]
Charted 2026.1.7 (2026-04-09)
[Payment Automation] Resolved issues preventing a subset of payment remittance emails from being sent to payees. [IN-1267]
[Payment Automation] Resolved issue for select customers preventing previously imported payees from importing new details from the Vendor record in NetSuite. Only impacted payees that were incorrectly imported due to the 2026.1.1 update. [IN-1268]
Charted 2026.1.6 (2026-04-08)
[Invoice AI] Reverted recent changes related to inactive segment filtering and bill load performance (AP-422, AP-1325) due to unintended side effects. A revised fix addressing both issues will be included in a future release. [AP-1333]
Charted 2026.1.5 (2026-04-08)
[Payment Automation] Payees previously flagged as invalid can now be imported — both manually and via automatic sync when Terms of Service have been accepted through AVO. The invalid flag is automatically removed upon successful import. [IN-1263]
Charted 2026.1.4 (2026-04-07)
[Invoice AI] Resolved an issue where AP Bills failed to load in split-screen view with a
SSS_SEARCH_FOR_EACH_LIMIT_EXCEEDEDerror for accounts with a large number of inactive records. [AP-1325]
Charted 2026.1.3 (2026-04-03)
[Payment Automation] Additional enhancements to resolve issue of vendor updates triggering other scripts [IN-1261]
Charted 2026.1.2 (2026-04-03)
[Payment Automation] Resolved an issue where payees could be imported to Charted before the Terms of Service had been accepted. [IN-1261]
Charted 2026.1.1 (2026-04-03)
New Features:
[Charted Platform] Introducing Charted Clerk to the Charted homepage. Charted Clerk is an AI assistant that can help you find answers and documentation, explain features, and guide you through Charted. Click blue icon in the bottom right-hand corner to get started. [IN-1169]
[Invoice AI] The split-screen context bar now includes an actions menu, allowing you to switch between Vendor Bill and Vendor Credit directly from the entry screen, or remove a document from the inbox — without leaving your workflow. [AP-1225]
[Payment Automation] Vendors no longer need to opt-in to receive ACH payments, they will be given a 10 business day period to opt out in the invitation email. After this period, the payment method will be approved. If a vendor opts out, your business entity contact will be notified with the opt-out reason. Vendors who opt out will need to be re-invited to complete onboarding. [IN-1131, IN-1129]
Changes:
[Accrual Automation] Improved load time for the Accruals Dashboard and Worksheet for customers with large transaction volumes. [AP-1278]
[Invoice AI] Dates across the Invoice AI Inbox are now displayed consistently using your account's NetSuite date format setting. [AP-1247]
Bug Fixes:
[Invoice AI] Resolved an issue where inactive GL segments (accounts, departments, classes, locations, etc.) could be populated during the autofill process. Inactive segments are now excluded and the field will be left blank if no active match is found. [AP-422]
[Invoice AI] Fixed an issue where exception notification emails failed to send when the original sender was not a NetSuite employee. [AP-1240]
[Document Management] Resolved an issue where setting up a new S3 connection in Advanced Attachments settings could fail due to a crypto import error. [AP-1258]
[Advanced Vendor Onboarding] Fixed an issue where submitting an AVO form for an existing vendor with both a Company and Billing address did not correctly create separate address records. [IN-1202]
[Advanced Vendor Onboarding] Resolved several errors that could occur when sending AVO forms or opening form responses, including issues with form field mapping and user role detection. [IN-1198]
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