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April 2025 Release Notes

Aneesah Ahamed avatar
Written by Aneesah Ahamed
Updated over 3 weeks ago

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


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


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! 🚀✨

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