Settle continues to improve how teams manage credit, payments, and operational workflows. This month’s updates focus on faster access to capital, cleaner purchasing records, and clearer reporting — alongside several quality-of-life improvements across inventory, accounting, and documents.
🚀 New Features
🤝 Accept Credit Offers Online
Problem: Accepting a credit offer previously required manual steps outside of Settle, slowing down access to capital and adding friction to the workflow.
Solution: Customers can now review and accept credit offers directly within Settle in just a few clicks — no external steps required.
What’s New:
✔ Review and accept credit offers entirely within Settle
✔ Clear visibility into credit offer status
✔ Fewer manual steps to access funds
Why it matters:
Speeds up access to capital
Keeps the entire credit workflow in one place
Improves clarity and transparency for customers
💥 Permanently Delete Purchase Orders
Problem: Archived purchase orders still remained in the system, cluttering workspaces and making it harder to manage records.
Solution: You can now permanently delete archived purchase orders, giving you full control over your purchasing records.
What’s New:
✔ Permanently delete any archived PO
✔ Remove duplicate or erroneous purchase orders
✔ Maintain a cleaner, more relevant PO list
Why it matters:
Keeps purchasing data tidy and accurate
Simplifies long-term record management
Reduces noise in daily workflows
🧾 Preliminary 2025 1099 Report
Problem: Waiting until year-end to review 1099 data can make tax preparation stressful and reactive.
Solution: A preliminary 2025 1099 report is now available, giving you early visibility into contractor payments.
What’s New:
✔ Access a preliminary 2025 1099 report in Reports
✔ Review contractor totals ahead of tax season
✔ Track W9/W8 collection status earlier
Why it matters:
Get a head start on tax planning
Proactively review contractor payments
Improve forecasting and financial preparedness
✨ Improvements
Greater Quantity Precision
Use up to 10 decimal places for quantities across Purchase Orders and other documents — ideal for fractional or small-unit items.
Clearer Payment Visibility
Payments imported from QuickBooks Online are now clearly marked as processed outside of Settle.
Smoother Bill of Materials Workflow
When adding materials to a BOM, the material name now auto-fills after selecting a catalog item.
Side-Panel Purchasing Documents
Purchase Orders and Work Orders now open in side-panel drawers, letting you browse documents without losing context.
Work Order Location Guidance
A new banner appears on Work Orders when a manufacturing location is missing, with quick actions to create or select a location.
Clearer Accounting Terminology
“Category” has been replaced with “Posting account” throughout the platform to align with standard accounting language.
Sticky “Add New Document” Button
When linking documents, the “Add new document” option now stays fixed at the bottom of the list for easier access.
1099 Eligibility in Vendor Reports
The Vendors report now includes a 1099 eligibility column, along with indicators for collected W9/W8 forms.
🐞 Bug Fixes & Performance Updates
Fixed an issue where leaving the locations field empty in Shopify settings was incorrectly treated as selecting all locations
Resolved dropdown menus in tables being cut off and not displaying all options
Fixed an issue where the “Link Bill” dropdown wouldn’t open consistently
Resolved pagination issues on the Payments page
Corrected missing separator lines on the Purchase Order balance card
Fixed a bug preventing the document upload modal from closing after successful uploads
Addressed an error when editing a bill without changing the bank account
Improved legal name validation on the business details form
These updates continue to make Settle a more transparent, efficient, and reliable platform for managing credit, purchasing, and payments. Your feedback helps shape what we build next — keep it coming 💌
Until next time — Happy Settling! 🚀✨