Settle keeps leveling up—cleaner interfaces, smarter costing tools, and powerful new workflows designed to support scale. This month’s release focuses on smoother setup, clearer costing, and more actionable visibility. Let’s dive in.
🚀 New Features
✨ Guided Activation is Here!
Problem: The old activation flow overwhelmed users with too many disconnected steps.
Solution: A brand-new Guided Activation Journey:
Streamlined onboarding checklist
Contextual prompts across the app
Role-specific flows with only what’s relevant
Why it matters:
✅ Shorter time-to-value
✅ Stronger user adoption
📈 Profitability on Sales Orders
Problem: Users couldn’t easily understand whether specific orders were profitable.
Solution: We now show real-time profitability insights directly on the Sales Order Details page—tailored to your costing method (WAC or Batch).
Why it matters:
✅ Greater transparency
✅ Informed decision-making
✅ Answers the question “Are we making money?”
👉 Learn more about margins and profitability on sales orders.
📄 Show/Hide Additional Expenses on PDFs
Problem: Extra costs could only be included in landed costs—no flexibility.
Solution:
Add extra expenses with the "None" allocation type to exclude from landed costs
Choose to show or hide them on PDFs with a simple toggle
🎉 Sync Center Revamp – Phase 1
Problem: The Sync Center felt like a noisy warning dashboard.
Solution:
Catalog and GRNs now live in their own spaces
Tasks grouped by object type
“Review Catalog Items” opens a filtered Catalog view
Why it matters:
✅ Less cognitive load
✅ More focused troubleshooting
✅ Foundation for powerful new sync tools coming soon
💸 Order-to-Cash MVP is Live!
Problem: Manually created orders lacked a way to request payment.
Solution:
Generate invoices directly from orders
Invoices include wire instructions
QuickBooks users: invoices sync automatically to QBO
Available to: All plans
Requirements: Must have a receiving bank account added
👉 Learn more about order-to-cash (AR) management.
⚙️ Costing Method Management (Self-Serve!)
Problem: Brands couldn’t view or change their costing method, creating confusion.
Solution:
Navigate to Settings → Procurement to view or update your costing method
Changes take effect the following month
A2X and Shopify Landed Cost users are fixed to WAC
Launch plan users will see an upgrade prompt
📦 Milestone Tracking & Multiple Shipments (All Accelerate & Elevate Plans)
Multiple shipments and PO/WO milestones now available to all Accelerate and Elevate users
Launch users are limited to a single shipment
Upsell message appears when attempting to add a second shipment or milestone
GRNs must now be tied to a shipment
👉 Learn more about tracking milestones on purchase orders and work orders.
🧩 Revenue Field Streamlined
Problem: Revenue questions slowed down onboarding.
Solution:
We’ve moved the revenue field to the “Business Details” page
You’ll now see it as a dropdown next to “What does your business do?”
Why it matters:
✅ Simpler UI
✅ Fewer steps
✅ Faster setup
✨ Additional Enhancements
New icons on ordering PDFs for easier tracking of additional expenses
Inventory levels in Sales Orders now reflect costing method more accurately
Cleaner Sync Center navigation for Launch users
🎨 Design & UX Improvements
Updated revenue field placement for better flow
Sync Center task layout now grouped by object for faster triage
Better display of profitability insights on Sales Orders
🐞 Bug Fixes & Performance Improvements
Fixed missing GRN filters in the new Sync Center
Resolved sync delays for additional expenses on PDFs
Improved rendering of profitability view on small screens
Fixed rare bug with costing method setting not saving
Optimized backend performance for order profitability calculations
These improvements are designed to help your team move faster, manage smarter, and scale confidently.
Your feedback powers every release—keep it coming 💌
Until next time — Happy Settling! 🚀✨