> 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/charted-2024.2.md).
# Charted 2024.2
{% hint style="success" %}
Charted 2024.2.1+ has been certified by Charted to be compatible with NetSuite 2024.2 and is backwards compatible with NetSuite 2024.1.
{% endhint %}
Charted 2024.2.33 (2025-1-30)
**New Features:**
* **\[Invoice AI]** The Charted navigational menu now includes links to access the "Not Submitted" and "Pending Approval" pages directly \[AP-444]
* **\[Expense Accrual Automation]** When creating an expense accrual journal entry, a csv file is now attached for supporting documentation \[AP-353]
**Changes:**
* **\[Expense Accrual Automation]** Certain General Leger (GL) accounts can now be excluded from the Accruals process \[AP-353]
* **\[Expense Accrual Automation]** A custom date field can now be used for determining bills pending approval that should be accrued. \[AP-353]
* \[**Payments Automation]** From Business Entity is now a required field when sending an invite to a payee \[IN-441]
**Bug Fixes:**
* **\[Advanced Check Printing]** Fixed decimal precision error on aggregating check total number on Print Checks page \[IN-440]
* \[**Payments Automation]** Fixed issue creating a funding source when no payment methods are enabled \[IN-434]
Charted 2024.2.32 (2025-1-25)
**New Features:**
* None
**Changes:**
* Miscellaneous system improvements and updates
**Bug Fixes:**
* None
Charted 2024.2.31 (2025-1-16)
**New Features:**
* **\[Expense Accrual Automation]** The accruals worksheet now contains a filter for amount to limit which lines returned and recorded within your expense accrual entry. \[AP-350]
* **\[Expense Accrual Automation]** A copy of the accruals worksheet is now attached to the journal entry for audit purposes \[AP-353]
* **\[Advanced Check Printing]** Total amount and number of checks calculated and displayed for all checks currently selected \[IN-397]
**Changes:**
* **\[Expense Accrual Automation]** The expense accrual journal entry accounts payable line now has a predefined memo included \[AP-276]
* **\[Approval Workflow Automation]** Removed 'Disable Redirect on Creation' setting \[IN-228]
* **\[Payment Automation]** Charted Payee Status and Preferred Payment Method will be updated on the Netsuite Vendor record for all onboarded payees \[
**Bug Fixes:**
* **\[Expense Accrual Automation]** The accruals worksheet can now be sorted by entry amount \[AP-318]
* **\[Expense Accrual Automation]** Only features enabled within an account will show up on the automate home page for administrators \[AP-397]
Charted 2024.2.30 (2025-1-6)
**New Features:**
* None
**Changes:**
* **\[Platform]** Additional Security enhancements \[PSS-124]
**Bug Fixes:**
* None
Charted 2024.2.29 (2025-1-2)
**New Features:**
* \[**Payments Automation]** Payees can now be reactivated after being deactivated in Charted \[IN-393]
* Reactivated payee payments will move to 'Ready for Release'.
* The status will be reflected on the vendor record in Custom > Charted Payee Status.
* \[**Payments Automation]** Updated dropdowns to be searchable when linking a funding source to a bank account \[IN-422]
* **\[Payments Automation]** Added CSV Export button to Ready for Release and Not Ready For Release tables \[IN-418]
* \[**Payments Automation]** Added waive account verification option for customers that are only using an account for checks only \[IN-382]
* \[**Payments Automation]** Added filters on the Funding Sources Table \[IN-407]
**Changes:**
* **\[Dashboard]** To Submit and To Approve Queries within the Dashboard only include credit memos if approvals is enabled for that record type \[AP-335]
* **\[Expense Accruals]** A transaction line field has been added to track relationship to Purchase Order transactions on Expense Accrual Journal Entries. \[AP-351]
* **\[Platform]** Charted home page includes additional links for Managing Bills, Expense Accruals, and the SuiteQL Playground \[AP-259]
Charted 2024.2.28 (2024-12-18)
**New Features:**
* None
**Changes:**
* **\[Payment Automation]** Removed type ahead filtering (combo box) functionality from dropdowns \[IN-420]
**Bug Fixes:**
* None
Charted 2024.2.27 (2024-12-17)
**New Features:**
* None
**Changes:**
* **\[Platform]** Additional Security enhancements \[AP-355]
**Bug Fixes:**
* None
Charted 2024.2.26 (2024-12-16)
**New Features:**
* None
**Changes:**
* None
**Bug Fixes:**
* **\[Invoice AI]** Resolved issue causing *TypeError: Cannot read property 'custom\_fields' of null*. \[IN-415]
Charted 2024.2.25 (2024-12-16)
**New Features:**
* None
**Changes:**
* **\[Payments]** The number of records filtered will be displayed at the bottom of the table when using the search bar within Charted (example: 1-25 of 40 Filtered Records) \[IN-402]
**Bug Fixes:**
* \[**Payments]** Resolved issue preventing invites from being sent by non-Admin roles. \[IN-411]
Charted 2024.2.24 (2024-12-12)
**New Features:**
* **\[Payment Automation]** Search for existing funding sources and business entities in the dropdown component when adding a funding source or linking a bank account. \[IN-386]
**Changes:**
* **\[Advanced Document Management]** PDF attachments can now be viewed in split screen mode while entering a bill within Charted. \[AP-94]
* **\[Payment Automation]** Added more in-app guidance for verification timeline when adding a new funding source. \[IN-345]
* **\[Payment Automation]** Improved error handling for outsource check printing. \[IN-395]
* **\[Payment Automation]** Hiding 'Additional CC Emails' and 'Charted Payee Onboarding TOS' on Netsuite Vendor Record, as these fields are not informative. \[IN-371]
* **\[Bills Inbox]** Removed the ability to sort on the 'Remove' column. \[In-329]
**Bug Fixes:**
* **\[Expense Accrual Automation]** Previous Month totals now only show the total for a unique line, not the entire PO. \[AP-321]
Charted 2024.2.23 (2024-12-2)
**New Products:**
* **\[Invoice AI]** Released [Invoice AI](/ap-automation/charted-features/invoice-ai.md) to SuiteApp customers. Invoice AI scales invoice processing with high-accuracy AI that adapts to your vendor formats without manual template setup.
Charted 2024.2.22 (2024-12-2)
**New Features:**
* **\[Expense Accrual Automation]** The accruals worksheet is now supports customizing GL details for recording expense accruals. \[AP-258]
* **\[Expense Accrual Automation]** The transaction table on the vendor detail view now supports navigation to the transaction by clicking on the transaction name. \[AP-290]
* **\[Payment Automation]** Added ability to deactivate a Payee. Deactivated Payees will not be reactivated and will not receive payments going forward. \[IN-222, IN-223, IN-224, IN-379]
* **\[Payment Automation]** The vendor record in Netsuite will now reflect payee status and preferred payment method for payees going forward in the 'Custom' tab. \[IN-370]
* **\[Payment Automation]** When onboarding a new business entity there is an 'Onboarding Help' button that references our documentation \[IN-347]
**Changes:**
* **\[Approval Automation]** Changes to Bank Detail records will no longer cause a vendor to need re-approval if approval resubmission is not enabled. \[AP-316]
* **\[Expense Accrual Automation]** Fields added for expense accrual automation will only be visible on forms if the feature is enabled. \[AP-320]
* **\[Expense Accrual Automation]** Entry amount calculations have been updated to take into consideration amount already recorded for the current period. \[AP-272, AP-275]
* **\[Payment Automation]** Inactivate payees will be filtered out by default, however, you can adjust the filter to view them using the new 'active' column. \[IN-369]
**Bug Fixes:**
* **\[Platform]** Addressed issue with scroll bar appearing in the middle of the page. \[AP-331]
* **\[Expense Accrual Automation]** Transaction table now supports sorting by date or Posting period. \[AP-299]
* \[**Payment Automation]** Fixed issue in Advanced Vendor Onboarding impacting vendors that would like to accept payment via check. \[IN-368]
* \[**Payment Automation]** Updated error message for when check images are uploaded in the wrong file format. \[IN-368]
* **\[Payment Automation]** Fixed issue impacting some payments from being hidden from the 'Not Ready For Release' queue. \[IN-390, In-389]
Charted 2024.2.21 (2024-11-26)
**New Features:**
* None
**Changes:**
* None
**Bug Fixes:**
* **\[Charted**] Resolved issue in processing specific events(IN-390)
Charted 2024.2.20 (2024-11-21)
**New Features:**
* None
**Changes:**
* **\[Payments Automation]** Include Not Ready For Release payments for payees without preferred payment methods (IN-389)
**Bug Fixes:**
* None
Charted 2024.2.19 (2024-11-13)
**New Features:**
* None
**Changes:**
* Redeployment of changes in 2024.2.18 caused by an unexpected deployment error.
**Bug Fixes:**
* None
Charted 2024.2.18 (2024-11-13)
**New Features:**
* **\[Payments Automation]** Added ability to create Virtual Funding Source type that links to an existing ACH and Check Funding Source for a single GL account \[IN-331, IN-359, IN-360, IN-365]
* **\[Payments Automation]** Payments Automation will append ACH network ID to the memo of the transaction and bill payment memo \[IN-352, IN-353]
* **\[Expense Accrual Automation]** Worksheet now displays the amount that is recorded in the current period. \[AP-271]
**Changes:**
* **\[Payments Automation]** Added filter on Transaction Status on Payments History Table \[IN-344]
* **\[Payments Automation]** Added message for changing check logo in Pay via Check settings \[IN-177, IN-374]
* **\[Payments Automation]** Added 'Withdrawal Date' and 'Bill Payment Date' in Payment History Detail View \[IN-297, IN-328]
* **\[Dashboard]** The AP inbox and To approve search will now display the name of the owner/approver respectively when auto-generated numbers is enabled for employee records. \[AP-279]
* **\[Expense Accrual Automation]** The All Subsidiary filter option has been removed from the worksheet. \[AP-270]
* **\[Expense Accrual Automation]** All expense transaction pending approval now display in the accruals worksheet, regardless of accrual type. \[AP-302]
**Bug Fixes:**
* **\[Approval Automation]** Resolved time out error in processing asynchronous approval actions \[AP-317]
* **\[Check Printing]** Limited the Check Printing search for only accounts that have check formats to improve search performance \[IN-351]
* **\[Expense Accrual Automation]** Resolved rounding issue for Expense history graph. \[AP-298]
Charted 2024.2.17 (2024-11-13)
**Bug Fixes:**
* **\[Payments Automation]** Moved checks that previously failed to ready for release \[IN-367]
Charted 2024.2.16 (2024-11-05)
**New Features:**
* None
**Changes:**
* None
**Bug Fixes:**
* **\[Approval Automation]** Resolved time out error in processing asynchronous approval actions \[AP-317]
Charted 2024.2.15 (2024-10-30)
**New Features:**
* None
**Changes:**
* None
**Bug Fixes:**
* **\[Expense Accrual Automation]** Resolved error preventing access to Purchase Orders in non admin role \[AP-364]
Charted 2024.2.14 (2024-10-30)
**New Features:**
* **\[Advanced Vendor Onboarding]** Form requests that you do not want to apply can now be closed without further action being required \[AP-133]
**Changes:**
* **\[Expense Accrual Automation]** Additional start date, end date, and accrual type fields were made visible to support expense accrual automation \[AP-287]
* **\[Expense Accrual Automation]** Transaction Name on Vendor Detail table now displays the Transaction Display Name \[AP-289]
* **\[Payments Automation]** When collecting payments information in AVO/Payee Invite, you can also collect additional CC email addresses to receive payment remittance emails \[IN-226, IN-221]
* **\[Payments Automation]** When additional documentation is needed to complete business entity verification, Charted will display a banner message dictating which documentation is required \[IN-275, IN- 330]
* **\[Payments Automation]** Updated vendor remittance email language for ACH payments, the email now reflects the ACH payment timeline \[IN-280]
* **\[Payments Automation]** Refactored the Payment Status in the Payments History table, users can now filter and the CSV will match the data in the table \[IN-260]
**Bug Fixes:**
* **\[Approval Automation]** Resolved multiple record saving actions while submitting for a approval causing performance issues \[AP-288]
* **\[Bills Inbox]** Fixed bug causing Bill Inbox status to not reflecting 'Failed' in the case that the scanning failed processing \[IN-320]
Charted 2024.2.13 (2024-10-28)
**New Features:**
* None
**Changes:**
* **None**
**Bug Fixes:**
* **\[Approval Automation]** Resolved multiple record saving actions while submitting for a approval causing performance issues. \[AP-288]
Charted 2024.2.12 (2024-10-18)
**New Features:**
* **\[Payment Automation]** Added ability to add up to two additional cc email addresses in the payee invite email \[IN-221]
**Changes:**
* **\[Payment Automation]** Improved payment remittance email language to reflect payment timelines for ACH \[IN-280]
**Bug Fixes:**
* **\[Payment Automation]** Fixed a bug that prevented a user from approving a new payment method \[IN-221]
Charted 2024.2.11 (2024-10-15)
**New Features:**
* **\[Payment Automation]** When additional documentation is required to verify a business entity, there will be a banner that describes what document type is required for upload \[IN-294]
* **\[Payment Automation]** Bill Payment Date is added as a new column for Ready For Release and Payments History table \[IN-287]
**Changes:**
* **\[Charted Dashboard]** Tables will display number of filtered rows versus total rows when a filter is active \[IN-252]
**Bug Fixes:**
* **\[Accrual Automation]** Resolved issue with determining oldest open period for accrual purposes \[AP-284]
Charted 2024.2.10 (2024-10-3)
**New Features:**
* None
**Changes:**
* None
**Bug Fixes:**
* **\[Payment Automation]** Fixed a bug causing empty invoice scans to fail in Invoice AI \[IN-309]
Charted 2024.2.9 (2024-10-2)
**New Features:**
* **Invoice AI**: Soft launch of our Invoice AI model for enhanced line level accuracy on invoice scanning. A select group of customers has been transitioned to the new Invoice AI V2 model \[IN-268, IN-239, IN-242, IN-243]
* **\[Charted Payments]** Ability to add up to two additional cc emails for payees for payment remittance emails \[IN-218, IN-219]
* **\[Charted Payments]** Withdrawal date is added as a new column with a filter in the Payment History table \[IN-241]
* **\[Charted Automation]** The Accruals Worksheet now displays information on have a estimate is calculated. \[AP-251]
**Changes:**
* **\[Approval Automation]** Approval requests are now cancelled when a record pending approval is deleted to prevent repetitive "Record Does Not Exist" log entries \[AP-213]
* **\[Accrual Automation]** Accruals for bills pending approval will only apply to transactions dated in previous periods \[AP-251]
**Bug Fixes:**
* **\[Charted Payments]** Fixed a bug that was creating false positives for check failures for outsourced check printing customers \[AP-227]
* **\[Charted SuiteApp]** Resolved "Cannot read property 'invoiceDocId' of null" in certain accounts \[AP-219]
Charted 2024.2.8 (2024-09-20)
**New Features:**
* None
**Changes:**
* None
**Bug Fixes:**
* **\[Charted OCR - Bundle]** Unhide Client script to resolve issues with uploading invoices (AP-269)
Charted 2024.2.7 (2024-09-20)
**New Features:**
* None
**Changes:**
* None
**Bug Fixes:**
* **\[SuiteApp- OCR]** Fixed Invoice Processing API Race Condition (IN-291)
Charted 2024.2.6 (2024-09-18)
**New Features:**
* **\[Payment Automation]** Added filters to the Release Payments and Payments History Page (IN-129, IN-130)
* **\[Payment Automation]** Added Reason Column for 'Not Ready for Release' column in Payments Release Table (IN-229)
* **\[Payment Automation]** Customers now receive an error email when uploading an invalid file in the document upload onboarding process (IN-259)
**Changes:**
* **\[Payment Automation]** Check and ACH remittance emails will be sorted by transaction ID in ascending order (IN-125)
* **\[Invoice Scanning - Bills Inbox]** Added ability to filter on a single date field in the bills inbox
**Bug Fixes:**
* **\[Invoice Scanning - Bills Inbox]** Fixed error that was causing subsidiary names to not be properly capitalized in the subsidiary filter (IN-256)
Charted 2024.2.5 (2024-09-06)
**New Features:**
* **\[Expense Accrual Automation]** Charted the calculations of expense accrual estimates based on transactions pending approval, open PO data, and historical transactions.
**Changes:**
* None
**Bug Fixes:**
* None
Charted 2024.2.4 (2024-09-04)
**New Features:**
* **\[OCR - Charted]** Added new filters to the bills inbox including date uploaded range, status, vendor name, and owner \[IN-92]
* **\[Payment Automation]** Added filters to the payee page including type and status \[IN-131]
* **\[OCR - Charted]** Filters will display a number box when an active filter is set \[IN-231]
* **\[Payment Automation]** Bulk import business entity creation for payments \[IN-236]
**Changes:**
* **\[OCR - Charted]** OCR Directions is now called AI Directions on Charted settings \[IN-253]
* **\[OCR - Charted]** Rows per page setting will now be preserved on Charted Tables \[IN-212]
**Bug Fixes:**
* **\[Approval Automation]** Resolved issue causing "Convert to Currency" functionality to not properly convert. \[AP-254]
Charted 2024.2.3 (2024-08-27)
**New Features:**
* None
**Changes:**
* None
**Bug Fixes:**
* **\[Advanced Check Printing]** Resolved issue preventing check printing in 2024.2 because of hidden client script \[IN-238]
Charted 2024.2.2 (2024-08-21)
**New Features:**
* **\[Payment Automation]** Customers can now onboard payees, bank account routing information, and accept TOS directly in the Advanced Vendor Onboarding form \[IN-107 + IN-108]
* **\[OCR - Charted]** Customers can now rotate their pdf in split screen view when reviewing an invoice \[IN-202]
* **\[Payment Automation]** Bank account and routing information is now masked by default when reviewing a payment method or checking a payee \[IN-192 + IN-193 + IN-196]
**Changes:**
* **\[OCR - Charted]** Improved the filter user interface on the bill inbox \[IN-207]
* **\[Payment Automation]** Customers can now link up to 20 funding sources per business entity
* **\[Payment Automation]** Preferred payment method field is hidden on payee details page if payee doesn't have payment methods \[IN-200]
* **\[Platform]** Update hiding preference for client scripts to support NetSuite change \[AP-236]
* **\[Approval Automation]** "Budget Amount" line field label renamed to "Charted Budget Amount” \[AP-233]
**Bug Fixes:**
* None
Charted 2024.2.1 (2024-08-7)
**New Features:**
* **\[Payment Automation]** Customers now receive email notifications when additional documentation is required as part of Business Entity validation \[IN-158 + IN-159]
* **\[Payment Automation]** The bill inbox now includes a filter on subsidiary \[IN-162 + IN-163]
* **\[OCR - Charted]** The bill inbox now displays an add note to bill icon. Bills that have existing notes will show a note icon.
* **\[Payment Automation]** The Payments History table will now display the email of who released the payment. Customers can also export the Payments History as a CSV \[IN-182 + IN-194]
**Changes:**
* **\[All]** All bundles and SuiteApps have updated their version number to 2024.2.1 to reflect compatibility with NetSuite 2024.2
**Bug Fixes:**
* **\[Payment Automation]** Remove 'None' as an option for Preferred Payment Method \[IN-189]
* **\[Payment Automation]** Check events published even if no change is detected, resulting in too many notifications \[IN-203]
* **\[Advanced Vendor Onboarding]** Resolved additional "Unexpected Exception" error when collecting files through form. (AP-215)
---
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