Settle continues to refine how teams manage vendors, payments, working capital, and day-to-day operations. This month’s updates focus on smoother purchasing and billing workflows, more flexible vendor management, easier access to capital, and clearer navigation — along with usability improvements and UI polish across the platform.

New features

Improvements

Bug fixes & performance updates

Problem: Vendors often have multiple addresses, and using the wrong one on Purchase Orders or Work Orders caused confusion and manual rework.

Solution: You can now choose whether to use a vendor’s Business or Operations address on Purchase Orders and Work Orders. This can be set in the vendor profile or toggled directly on a Purchase Order.

What’s New:
✔ Select Business or Operations address per document
✔ Configure address preference at the vendor level
✔ Toggle address usage directly on Purchase Orders

Why it matters:
Ensures documents reflect the correct vendor address
Reduces vendor follow-ups and corrections
Adds flexibility without changing your core setup

Problem: Accessing Working Capital and specifying funding needs required extra steps in the flow.

Solution: Working Capital is now more accessible directly from your dashboard and payment workflows, with the ability to specify your desired capital amount upfront.

What’s New:
✔ Faster access to Working Capital entry points
✔ Ability to define funding amount at the start
✔ Fewer steps to request capital

Why it matters:
Speeds up access to funding
Makes capital requests clearer and more intentional
Reduces friction in the funding workflow

Problem: New payers faced unnecessary friction during initial onboarding.

Solution: A streamlined Get Started page now guides new payers through setup more intuitively.

What’s New:
✔ Guided onboarding experience for payers
✔ Clearer setup steps
✔ Reduced onboarding friction

Why it matters:
Faster onboarding for new payers
Less confusion during setup
Smoother first-time experience

Problem: Creating bills required manually re-entering information from Purchase Orders, increasing the risk of errors.

Solution: You can now create a bill directly from an existing Purchase Order, automatically copying line items and key details.

What’s New:
✔ One-click bill creation from Purchase Orders
✔ Automatic line-item and detail copying
✔ Reduced manual entry

Why it matters:
Faster bill creation
Fewer data entry errors
A smoother accounts payable workflow

Problem: Adding catalog items required navigating multiple entry points depending on how items were created.

Solution: A new Add Items dialog consolidates manual entry, CSV uploads, and Shopify connections into one place. This also introduces self-serve catalog onboarding with a guided CSV template for bulk uploads.

What’s New:
✔ Single entry point for all catalog creation methods
✔ Guided CSV template matching required upload structure
✔ Prefilled sample items to aid formatting

Why it matters:
Faster, cleaner catalog setup
Reduced setup friction

Streamlined Navigation & Actions

Navigation and the Add New button have been reorganized to prioritize Payables and Payments for quicker access to common tasks.

Enhanced Bills Export

Bills exports now include a Labels column, and empty fields are left blank instead of filled with dashes for cleaner data.

Simplified Payments for Read-Only Accounting

When accounting integrations are read-only, posting accounts are no longer required when scheduling payments.

Edit Manufacturing Location on Work Orders

Manufacturing locations can now be edited directly from the Work Order details page via a new Edit button.

Deferral Request Improvements

Deferral requests now show Maximum Allowed Days and Used Deferral Days, with a refined request dialog for clearer tracking.

Improved Bank Transaction Sync

Enhanced Plaid handling improves accuracy when transactions move from pending to posted.

Refreshed Email Notifications

Updated email design and content for Stripe setup, receivable invoices, and order acknowledgements.

Optimized PDF Layouts

Generated PDFs (including Purchase Orders) now use 0.5-inch margins to maximize usable space.

Easier Contact Editing

Contact details can now be edited by hovering anywhere on a contact row to reveal the Edit button.

Batch Restore for Vendors & Customers

Archived vendors and customers can now be restored in bulk directly from list views.

Purchase Order OCR Enhancements

POs now open instantly while OCR runs in the background, with processing indicators, completion notifications, and automatic tax percentage extraction.

Accounting Sync Visualization

Accounting integration cards now clearly show sync direction and provide clearer management actions.

Shipment Allocation Totals

Shipment allocation views now include a totals row for quick quantity verification.

QuickBooks Account Linking Safety

Additional validation ensures the correct QuickBooks Online account is linked, preventing data mismatches.

These updates continue to make Settle a more flexible, efficient, and reliable platform for managing vendors, purchasing, payments, and working capital. Your feedback helps guide what we build next -- keep it coming 💌

Until next time -- Happy Settling! 🚀✨