> For the complete documentation index, see [llms.txt](https://docs.charted.com/ap-automation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.charted.com/ap-automation/release-notes/release-highlights.md).

# Release Highlights

<table><thead><tr><th width="220">Change</th><th width="502">Description</th><th width="109.999755859375">Version</th><th>Production Deployment</th></tr></thead><tbody><tr><td>Platform: The New Charted Experience Becomes the Default</td><td>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 <a href="/pages/TJqQIHHGikShUYILCcwY">switch back</a> to the classic view from the upper-right corner of the app for a set period while we continue collecting feedback.</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.24-2026-07-20">2026.1.24</a></td><td>2026-07-27</td></tr><tr><td>Invoice AI: AI Directions for Bill To Name</td><td>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.</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.24-2026-07-20">2026.1.24</a></td><td>2026-07-27</td></tr><tr><td>Payment Automation: Primary subsidiary on payees</td><td>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.</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.24-2026-07-20">2026.1.24</a></td><td>2026-07-27</td></tr><tr><td>Payment Automation: Payment methods now sync after ACH returns</td><td>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.</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.24-2026-07-20">2026.1.24</a></td><td>2026-07-27</td></tr><tr><td>Invoice AI: Adaptive Tax &#x26; Shipping Coding</td><td>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 &#x26; Shipping Coding" setting in Invoice AI (off by default).</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.22-2026-07-06">2026.1.22</a></td><td>2026-07-13</td></tr><tr><td>Invoice AI: E-invoicing Support for Germany and France</td><td>French entities can now enroll using SIRENE or French VAT identifiers, and German entities can enroll using the German VAT identifier.</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.22-2026-07-06">2026.1.22</a></td><td>2026-07-13</td></tr><tr><td>Payment Automation: Enhanced Payee Import Filtering</td><td>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)</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.22-2026-07-06">2026.1.22</a></td><td>2026-07-13</td></tr><tr><td>Payment Automation: Enhanced ACH Return Emails</td><td>Error notifications for returned ACH payments now include the business entity name, NetSuite account ID, and a direct link to the return error code.</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.22-2026-07-06">2026.1.22</a></td><td>2026-07-13</td></tr><tr><td>Payment Automation: Enhanced CSV Exports</td><td>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)</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.22-2026-07-06">2026.1.22</a></td><td>2026-07-13</td></tr><tr><td>Vendor Onboarding: Clearer Form Error Reporting </td><td>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.</td><td><a href="/pages/aVpYpBGbceV2gdss7mfL#charted-2026.1.22-2026-07-06">2026.1.22</a></td><td>2026-07-13</td></tr></tbody></table>


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