Settle continues to evolve with powerful new features, enhanced integrations, and user experience improvements. This update focuses on making financial operations smoother, inventory tracking more precise, and user interactions more intuitive.
🚀 New features
Helping customers stay on track
Navigating multiple integrations can be overwhelming, and some customers abandon Settle due to setup complexity. Now, a “Need help with your setup?” button lets users request implementation assistance directly from the app.
Key benefits:
Reduces drop-offs by providing real-time guidance.
Captures requests before users disengage.
Ensures smoother onboarding and faster adoption.
👉 Read more about getting started with your Settle account.
External partial payments – no more workarounds!
Users can now manually enter external partial payments for bills and POs.
Key benefits:
Log past payments with amount, date, and method.
Enter international payments with FX amounts.
Bills update automatically with a “Partially Paid” status.
Works seamlessly with split payments and vendor credits.
Auto-reconciliation ensures accuracy.
Please note that Settle does not pull partial bill payments from QBO, but users can manually add external payments in Settle to reflect updated balances. However, this may lead to duplicate records in QBO if the payment is also logged there.
👉 Read more about marking bills or POs paid by payments outside Settle.
Request Custom Reports in Settle
You can now request custom reports directly in Settle! Simply submit your request, and we'll take it from there.
Key Benefits:
Streamlined Process: Submit requests within Settle, eliminating back-and-forth emails.
Transparent Tracking: All report requests are logged and reviewed through a centralized process.
Priority Handling: Urgent needs can be fast-tracked via our intake form and Data team's expedited workflow.
👉 Read more about reports generated for exporting.
Sync queue – no more guessing games!
The Sync Queue now provides real-time visibility into sync progress and alerts users if action is needed.
Key benefits:
Reduces confusion and unnecessary bug reports.
Provides real-time tracking of integration syncs.
Proactively flags imports that need attention.
👉 Learn more about the Sync center: your integration command center.
🔧 Additional enhancements
Sync queue visibility – See real-time sync progress for Shopify, WMS, and accounting integrations.
Vendor report export – Generate and download vendor reports directly from the UI.
Accounting partner onboarding – Streamlined setup for accounting firms, reducing manual steps.
Failed transfers fee – A $20 fee now applies for failed payer charges.
EOM reports anytime – End-of-month reports can now be accessed mid-month.
🎨 Design & UX improvements
Catalog cleanup – Inventory has been moved out of the Catalog page for clarity.
PDF order docs upgrade – POs and WOs now display SKU, vendor info, and standardized fields.
🐞 Bug fixes & performance improvements
PO date fixes – Duplicate POs now get today’s date, and reopened POs update correctly.
Kit-to-Order inventory fix – Bundles now track inventory and costs at the component level.
These updates are designed to enhance usability, improve efficiency, and help businesses scale seamlessly. Stay tuned for more improvements ahead!