Release Highlights
Quick reference for all major release highlights. See the detailed release notes for a complete list of new features, changes and bug fixes.
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.
2026-08-10
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.
2026-08-10
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.
2026-08-10
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.
2026-07-27
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.
2026-07-27
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.
2026-07-27
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.
2026-07-27
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).
2026-07-13
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.
2026-07-13
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)
2026-07-13
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.
2026-07-13
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)
2026-07-13
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.
2026-07-13
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