| Platform: New UI | The new Charted user experience is now the standard interface for all accounts. The option to remain on or switch back to the classic experience has been removed. | 2026.9.0 | 2026-09-21 |
| Payment Automation: Settlement Tracking | Added a Settlement Date column with filtering and export capabilities to the Payments History table for precise ACH payment tracking. | 2026.9.0 | 2026-09-21 |
| Invoice AI: New E-Invoicing Countries | Expanded Invoice AI support to include European entity identifiers for Italian, Romanian, and Polish e-invoicing enrollment. | 2026.9.0 | 2026-09-21 |
| Vendor Onboarding: Enhanced Queue | Upgraded vendor onboarding queues with new type and category filtering alongside support for FiSpan intermediary bank details. | 2026.9.0 | 2026-09-21 |
| Invoice AI: Configurable Columns for Not Submitted and Not Approved | You can now configure which columns appear, and in what order, on the Not Submitted and Not Approved dashboard queues, so your team sees the most relevant invoice details at a glance. | 2026.8.0 | 2026-09-08 |
| Vendor Onboarding: Bulk Complete Onboarding | A new Bulk Complete Onboarding action in the queue lets you complete onboarding for multiple vendors at once, saving time when processing vendors who are ready to complete. | 2026.8.0 | 2026-09-08 |
| Vendor Onboarding: Track Post-Onboarding Updates with the Updating Stage | Completed vendors with an active form in flight now appear in the queue under a new Updating stage, so you can track and manage post-onboarding updates without losing visibility. | 2026.8.0 | 2026-09-08 |
| Vendor Onboarding: Unpublish Sent Forms | A new Unpublish action on the Forms Published table of the vendor record's Forms tab lets you unpublish a form that has already been sent. | 2026.8.0 | 2026-09-08 |
| Invoice AI: Page Ranges for Line-Level Extraction | AI Directions now accept a page range for line-level extraction, giving you control over which pages Invoice AI reads for line items. | 2026.7.0 | 2026-08-24 |
| Invoice AI: E-invoicing Support for Sweden, the Netherlands, and Norway | Swedish entities can now enroll using ORGNR or Swedish VAT identifiers, Dutch entities using KVK or Dutch VAT identifiers, and Norwegian entities using ORG or Norwegian VAT identifiers. | 2026.7.0 | 2026-08-24 |
| Vendor Onboarding: Payment Method Updates Route to the Payment Method Queue | For accounts running Advanced Vendor Onboarding alongside Payment Automation, a new setting lets vendor payment method updates flow into the payment method queue for ongoing review rather than requiring a separate onboarding pass. Supports ACH and check. | 2026.7.0 | 2026-08-24 |
| International Payments: Five New Countries | You can now send international payments in local currency to vendors in Bulgaria, France, Hong Kong, Japan, and Singapore. | 2026.7.0 | 2026-08-24 |
| Invoice AI: Configurable Inbox Columns | You can now reorder and hide inbox columns from a drag-and-drop configuration panel, and add custom columns sourced from the invoice, vendor, or purchase order record. Row actions have also moved out of the ellipsis menu onto the row itself, so they stay visible no matter how many columns you configure. | 2026.7.0 | 2026-08-17 |
| Invoice AI: Inbox Visibility by Subsidiary and Owner | Inbox visibility can now be restricted by subsidiary or by assigned owner, so users see only the invoices that belong to them. An override list keeps full visibility available to managers and shared-services teams who need it. | 2026.7.0 | 2026-08-17 |
| Invoice AI: Comments and @ Mentions | You can now comment on an inbox document and @ mention teammates. Mentioned users receive an email with the invoice details and a copy of the invoice, and unread mentions surface in-app. Comments remain accessible after a document leaves the inbox through a new tab embedded on the vendor bill record. | 2026.7.0 | 2026-08-17 |
| Invoice AI: Inbox Labels | Administrators can define labels to tag invoices with business-specific context, such as "Urgent" or "Missing PO". Any number of labels can be applied to a single invoice, and the inbox can be filtered by label. | 2026.7.0 | 2026-08-17 |
| Invoice AI: Document Sidebar | A new sidebar lets you preview an invoice and update its owner, subsidiary, vendor, and PO inline, without loading the full bill screen. | 2026.7.0 | 2026-08-17 |
| Vendor Onboarding: New Onboarding Dashboard | A new dashboard gives you one place to track and act on vendor onboarding, with clearer sequential statuses. Non-administrators need the new View Vendor Onboarding Dashboard permission to access it. | 2026.7.0 | 2026-08-17 |
| Invoice AI: Faster invoice pickup for touchless processing | We've optimized how quickly invoices are picked up and queued for auto-processing. All customers should see faster turnaround on touchless processing for invoices that are eligible for auto-processing. No configuration changes needed. | 2026.6.0 | 2026-08-10 |
| Invoice AI: Subsidiary visibility and restrictions in queues | The Not Submitted and Not Approved queues in the new Charted interface now display the Subsidiary column, and sorting issues for invoice date, due date, and amount have been resolved. Both queues also now enforce subsidiary restrictions, so users only see invoices for the subsidiaries they're permitted to access. | 2026.6.0 | 2026-08-10 |
| Platform: A new release process | Starting with this release, all Charted releases follow an enhanced release process. Version numbers now follow a consistent pattern, and customers can opt in to pre-release notifications. See our upgrade process for full details. | 2026.6.0 | 2026-08-10 |
| Platform: The New Charted Experience Becomes the Default | The new Charted UI becomes the default for every customer. This release includes numerous improvements to the new experience built directly from customer feedback. You can switch back to the classic view from the upper-right corner of the app for a set period while we continue collecting feedback. | 2026.1.24 | 2026-07-27 |
| Invoice AI: AI Directions for Bill To Name | AI Directions now support the core Bill To Name field, which is the primary input that drives automatic subsidiary selection in NetSuite. If a subsidiary isn't being assigned correctly at ingestion, a Bill To Name direction is a new option beyond Rules for handling edge cases. | 2026.1.24 | 2026-07-27 |
| Payment Automation: Primary subsidiary on payees | The payee list and payee details screens now include their primary subsidiary. The field is populated for all newly imported payees. Existing payees will be backfilled in a future release. | 2026.1.24 | 2026-07-27 |
| Payment Automation: Payment methods now sync after ACH returns | If our payment processor (Dwolla) removes a payee's payment method as a result of an ACH return, Charted now removes it automatically as well. Previously, these removals weren't reflected in Charted, so payments failed immediately upon release. Going forward, affected payments will appear in the Not Ready to Release queue and the payment method will be removed from the payee automatically. A new one can be added manually or via a payee invite. | 2026.1.24 | 2026-07-27 |
| Invoice AI: Adaptive Tax & Shipping Coding | Tax and shipping lines now auto-fill based on how they were coded for that vendor in the past, just like other invoice lines. You’re no longer forced to always use the same expense / item account. Turn it on via the "Adaptive Tax & Shipping Coding" setting in Invoice AI (off by default). | 2026.1.22 | 2026-07-13 |
| Invoice AI: E-invoicing Support for Germany and France | French entities can now enroll using SIRENE or French VAT identifiers, and German entities can enroll using the German VAT identifier. | 2026.1.22 | 2026-07-13 |
| Payment Automation: Enhanced Payee Import Filtering | The Import New Payees page now lets you filter by name, email, entity type, and subsidiary, so you only import the vendors you need. (New Charted UI only) | 2026.1.22 | 2026-07-13 |
| Payment Automation: Enhanced ACH Return Emails | Error notifications for returned ACH payments now include the business entity name, NetSuite account ID, and a direct link to the return error code. | 2026.1.22 | 2026-07-13 |
| Payment Automation: Enhanced CSV Exports | Export CSV will now match the format of the table in Ready for Release and Payments History, no longer converting the amounts to cents. Currency will be reflected in a new column in the export. (New Charted UI only) | 2026.1.22 | 2026-07-13 |
| Vendor Onboarding: Clearer Form Error Reporting | If a mapped field on a vendor onboarding form is missing, misconfigured, or removed, you'll now see a clear error message pointing to the root cause. | 2026.1.22 | 2026-07-13 |