Settle continues to evolve with powerful new features, smarter syncs, and an even more intuitive user experience. This update helps businesses expand globally, streamline inventory management, and improve communication across teams.
🚀 New Features
International Wire Transfers in More Currencies
Going global just got easier. Settle brands can now send financed and bill pay wire transfers in even more FX currencies.
Key Benefits:
Greater flexibility for international transactions
Expanded currency support for vendors
Streamlined global finance operations
👉 Read more about sending international payments in Settle.
Notifications for Financing Delays
We've improved how we notify users when financing payments are delayed due to Cap Market approvals.
Key Benefits:
Payers and vendors receive clear, tailored notifications
“Payment on its way” email still triggers once payment is sent
👉 Learn more about payment timings.
Inventory Labeling for a Cleaner Catalog
Say goodbye to catalog clutter. We’ve introduced an “Inventory” label for catalog items to reduce noise and improve reporting.
Key Benefits:
Auto-assigned labels to items with inventory
Only labeled items show in inventory features like:
Inventory tab
Forecast
EOM Reports
Adjustment Log
A new Inventory tab added to the Catalog page
Labels can be edited manually by users
👉 Read more about inventory in Settle.
BOM Overrides for Product Variants
You can now assign different BOM types (kit-to-order, kit-to-stock, production) to variants within a product family.
Key Benefits:
Greater flexibility for real-world workflows
Cleaner BOM setup per variant
More accurate tracking of production types
👉 Learn more about setting up BOMs for product variants.
Add Vendor Credit Memos Directly from Bills
Managing vendor credits just got easier. You can now create and apply credit memos right from the bill screen.
Key Benefits:
Apply multiple memos without switching tabs
No more confusion or extra steps
Smooth, seamless bill management
👉 Learn more about managing vendor credits in Settle.
Payment Reference Customization
You now have more control over the payment memo vendors see.
Key Benefits:
Save default payment reference per vendor
Edit memo per payment
Memo appears in bank and confirmation docs
Helps vendors match payments to invoices
Attach Documents to Sales Orders
You can now attach and manage files (like PDFs or screenshots) directly within a Sales Order.
Key Benefits:
Centralized access to sales artifacts
Upload, download, and delete files easily
Maintain visibility for offline orders
👉 Learn more about Sales orders in Settle.
🔧 Additional Enhancements
Sync Status → Sync Center
The sync overview page is now called Sync Center, reflecting its new role as the hub for all integrations.PO Layout Glow-Up
POs are being migrated to our new split-view layout for better flexibility and usability.Upgrade Flow Support
New prompts and CTAs help customers connect with Sales during plan upgrades.Bill Line Item Precision (Now with 10 Decimals)
More decimal places = more accurate landed costs and calculations.Smarter OCR for Bills
Our OCR now captures even more bill data: vendor, date, amount, and bank info.QBO Catalog Sync Removed for New Businesses
Catalog and PO sync from QBO has been deprecated for businesses created after Business ID 28215.
Why? QBO catalog data is often cluttered, unstructured, and introduces friction during onboarding.
Settle now relies on cleaner data sources like Shopify and WMS.A2X Integration Is Live
The A2X integration is now fully out of beta and available to all eligible customers.Shopify Integration Now Decrements Inventory
Orders from Shopify now automatically adjust inventory levels, improving tracking accuracy.
🎨 Design & UX Improvements
Autosave Indicator
Settle now shows real-time save status so you know when your changes are saved (or not).Save Confirmation on Manual Forms
Trying to leave without saving? You'll now be prompted to save, discard, or continue editing.
🐞 Bug Fixes & Performance Improvements
Better handling of errors in international payments
Upgraded logic for syncing Bills and POs
More reliable upgrade and sync flows
Cleaner support for edge cases in payment reference fields
These updates are designed to help teams move faster, collaborate smarter, and scale with confidence. As always, thank you for your feedback—Settle gets better because of you.
Until next time... Happy Settling! 🚀✨