Settle keeps leveling up—cleaner interfaces, stronger controls, and powerful new workflows designed to support scale. This month’s release brings smarter GRNs, multi-shipment tracking, powerful payment automation, and cleaner catalog workflows. Let’s dive in.
🚀 New Features
GRN UI Redesign – Now in 50/50 Split View
One more step in standardizing key document layouts. The new GRN UI is here!
What’s new:
Split screen view: GRN preview on the left, details + line items on the right
Toggle between panels based on focus
Why it matters:
Reusable components = faster iteration
Cleaner layout = better customer UX
👉 Learn more about managing GRNs.
Multiple Shipments (Semi-Launch)
The first version of Multiple Shipments is live!
Users can now send a single PO or WO and track multiple related shipments—each with its own key dates, destinations, and freight details.
Common use cases:
One order, multiple destinations (e.g. 5,000 units to East Coast, 5,000 to West Coast)
One order, staggered delivery (e.g. 5,000 units now, 5,000 next month)
What’s included:
Add/edit shipments with custom dates and methods
Allocate line items across shipments
Flag when shipments exceed PO quantity
GRN-level receipt tracking—one GRN per shipment
👉 More updates coming soon as we expand this feature across Trackstar and existing customers.
Update Payment Method for Failed Payments
We’ve added smart controls for retrying failed payments.
Now live:
Change the entire payment method (not just the bank account)
Available only for failed payments and if the user has vendor bank edit permissions
Why we did it:
Prevents mismatches by validating new bank info
Gives users more flexibility to recover from failures, faster
👉 Read more about managing payments in Settle.
Trackstar GRNs Now Auto-Fill Key Fields
Problem: GRNs synced from Trackstar often missed required fields like location and date, even after linking to a PO or WO.
Solution: GRNs now auto-fill missing fields from linked ordering documents.
Why it matters:
✅ Less manual work
✅ Better data integrity
✅ Smoother order-to-receipt flow
PO Payment Schedules Powered by Vendor Terms
Payment Terms just got smarter!
What’s included:
Suggested Payments: Auto-generated from PO total & vendor terms
Forecasting Flexibility: Edit, link, or schedule new payments
PO Balance Table: Track total, remaining, paid, and due-to-vendor amounts
Payment Grouping: All vendor-related payments now grouped under the PO
Cash Flow Sync: Forecasted payments integrate with your outflow chart
Why it matters:
✅ Clear visibility into staged payments
✅ No more double payments or missed due dates
✅ A huge win for AP teams and cash planning
SKU Aliases for A2X Users
Problem: SKUs varied across platforms, creating mapping issues in A2X.
Solution: You can now add SKU aliases to any catalog item, passed to A2X for clean cost mapping.
Details:
Alias field appears only for A2X-connected accounts
Add multiple alternate SKUs
Strengthens cost accuracy across platforms
👉 Learn more about using SKU aliases with A2X.
🔧 Additional Enhancements
Inventory Receipts: GRNs now support multiple shipments—one GRN per shipment
Component Standardization: Shared layout elements power both PO and GRN screens
Plaid Integration UX: Better error visibility + access to Plaid Debugger for smoother troubleshooting
Trackstar Syncs: Now use batch processing with automatic retries and checkpoints
Drag-to-Resize Panels: Adjust document panels across GRNs, POs, WOs, and more
Nested UBO UI (Phase 1): Redesigned Ultimate Beneficial Ownership submission with a tree structure
Auto-Inventory Labeling for Shopify Products: Automatically labels products/variants as "Inventory"
Shopify ↔ Settle Landed Cost Sync: Nightly push of WAC cost to Shopify + first-time import on connect
Landed Cost Onboarding Flow: New guided setup for Shopify and non-Shopify users
PO/WO Milestone Tracking (Semi-Launch): Timeline view, delay detection, and date comparison in pilot environments
🎨 Design & UX Improvements
Drag-to-Resize Panels: Prioritize what matters with adjustable split views
Component Standardization: Unified layout experience across ordering and receiving flows
🐞 Bug Fixes & Performance Improvements
GRNs now gracefully support edge-case ownership data
Plaid integration statuses reflect real-time sync errors more accurately
Payments with invalid bank methods now caught before retry
PO doc rendering speed improved in multi-shipment mode
Trackstar sync jobs now automatically retry and checkpoint
Improved error visibility and tooltips on Shopify + Plaid syncs
Enhanced logging for forecast and sync failures
These improvements are designed to help your team move faster, organize smarter, and scale confidently. Your feedback powers every release—keep it coming 💌
Until next time… Happy Settling! 🚀✨