Settle continues to improve how teams manage payments, compliance, and workflows across Bills, Purchase Orders, and integrations. This month’s updates focus on better visibility into account status, improved payment tracking, stronger API capabilities, and more resilient system performance — along with meaningful enhancements to billing workflows and accounting sync reliability.

New features

Improvements

Bug fixes & performance updates

Problem: Businesses that hadn’t transacted in 180 days were marked as dormant for compliance reasons, but it was difficult to anticipate or resolve this quickly.

Solution: Introduced proactive inactivity warnings and a simple in-app reactivation request flow.

What’s New:
✔ Email warnings sent at 150 and 170 days of inactivity
✔ Clear in-app banner explaining dormancy and blocked payments
✔ Admins can request reactivation directly in-app

Why it matters:
Improves transparency around account status and makes reactivation faster and easier

Problem: Users had to open individual payments to identify related Purchase Orders or Work Orders.

Solution: Added an “Order Doc #” column to the Payments table.

What’s New:
✔ View associated order documents directly from the payments list

Why it matters:
Saves time and improves visibility into payment relationships

Problem: Verification requirements were grouped into a single unclear status.

Solution: Separated statuses to clearly indicate missing information.

What’s New:
✔ Distinction between missing business details and owner/control person information

Why it matters:
Reduces confusion and helps users complete verification faster

Problem: Repeated ACH repayment returns create compliance and banking risks.

Solution: Introduced a rule to detect and manage risky repayment behavior.

What’s New:
✔ Triggers on returns across 2 days within 30 days
✔ Immediate trigger on debit block returns
✔ Email and in-app warnings for customers
✔ Internal alerts for real-time monitoring
✔ Auto-processing disabled for impacted users
✔ Manual repayment handling by the credit team

Why it matters:
Helps mitigate financial risk and ensures compliance with banking standards

Settle now better reflects payment activity from QuickBooks Online:

✔ Bills marked as paid in QBO automatically update in Settle, even if pending approval
✔ Consolidated payments correctly applied across multiple bills
✔ Standard workflows for unpaid bills remain unchanged

Why it matters:
Improves accuracy and prevents duplicate or lingering payables

Enhancements are underway to streamline bill management:

✔ Redesigned split-screen Bill Details layout (in progress)
✔ Improved workflows for applying and viewing vendor credits
✔ Better visibility into credit memos within bills

Why it matters:
Creates a faster, more intuitive billing experience

✔ Payment Wizard defaults to Financing tab for MDR-enabled payers
✔ “Reading document…” indicator during OCR processing with auto-prefill
✔ Filter Purchase Orders by Labels
✔ Real-time duplicate bill warnings
✔ Correct currency symbols across bill amounts
✔ “Catalog is syncing” banner during Shopify syncs
✔ HTML support in inbox messages
✔ Password reset window extended to 1 hour
✔ MDR emails now display net vendor amounts

✔ Apparel groups now copy correctly
✔ Additional expenses no longer retain incorrect invoice links

✔ Fixed bill amount input issues after line item matching
✔ Resolved exchange rate visibility issues on non-USD bills
✔ Fixed pagination getting stuck on page 1
✔ Restored missing vendor names in CSV exports
✔ Corrected “Arrive by” date formatting in Purchase Orders
✔ Fixed Settings page refresh after MFA deletion
✔ Corrected auto-processing status for financed payments
✔ Added validation for Bill/Invoice number length (21 characters max)

✔ Added retry logic with exponential backoff for transient errors
✔ Improved overall app resilience during temporary network issues

We’ve completed a multi-layered upgrade to error handling across the platform:

What’s New:
✔ Global error boundary to prevent blank screens
✔ Automatic retry logic for transient failures
✔ Smarter error pages with recovery actions

Why it matters:
Ensures a more stable experience and minimizes disruption during unexpected issues

These updates continue to make Settle a more reliable, transparent, and efficient platform for managing payments, workflows, and financial operations.

Your feedback helps shape what we build next -- keep it coming 💌

Until next time -- Happy Settling! 🚀✨