Settle continues to improve how teams manage approvals, procurement workflows, international payments, and overall platform usability. This month’s updates focus on giving users more control over approvals, enhancing document workflows, expanding global payment capabilities, and improving onboarding experiences -- along with key UI upgrades and system reliability improvements.

New features

Improvements

Bug fixes & performance updates

Problem: Urgent approvals were sometimes blocked by standard approval workflows, causing delays.

Solution: Introduced an override action for Bills, Payments, and Purchase Orders, allowing authorized admins to bypass approval queues.

What’s New:
✔ Override actions available in detail dialogs and grid action columns
✔ Configurable per entity type in Settings > Restrictions & Overrides (default OFF)
✔ Optional or required reason for overrides
✔ Full audit trail and email notifications for all override actions

Why it matters:
Improves flexibility and ensures urgent approvals are no longer blocked

👉 Read more on admin approval overrides here.

Problem: The Bill dialog used an older layout that differed from other procurement documents, creating inconsistency and slowing users down.

Solution: Rebuilt the Bill dialog to match the standardized layout used across Purchase Orders, Work Orders, and GRNs.

What’s New:
✔ Zoom and pan controls for reviewing bill documents
✔ Line items moved for faster and more accurate data entry
✔ Improved field editing with cleaner validation and error states
✔ Modernized payment preview and linked document cards
✔ Resizable dialog for flexible viewing
✔ Faster bill creation with async OCR
✔ Improved inline validation for line items

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

Problem: Users couldn’t easily revert approvals when mistakes were made.

Solution: Added the ability to cancel pending approvals and roll back completed approvals for Bills and Purchase Orders.

Why it matters:
Makes it easier to correct mistakes and manage approval workflows

Problem: Google SSO logins bypassed platform MFA requirements.

Solution: Enforced MFA for users signing in via Google when MFA is enabled.

Why it matters:
Ensures consistent security across all authentication methods

Added product thumbnails to PO PDFs with flexible controls (show/hide, size options) to improve readability and make documents more vendor-friendly.

Why it matters:
Helps vendors quickly identify products while maintaining clean document layouts

Problem: Attaching the same documents (e.g., terms, contracts) to every PO or WO was repetitive and easy to forget.

Solution: Configure default linked documents in Procurement settings to automatically attach to new orders.

What’s New:
✔ Automatically attach standard documents to all new POs/WOs
✔ Configure defaults per vendor
✔ Easily remove documents on a case-by-case basis

Why it matters:
Reduces repetitive work and ensures important documents are always included

Problem: Limited currency support restricted international payment flexibility.

Solution: Added support for 42 new currencies for international payments.

What’s New:
✔ 42 additional currencies now supported
✔ Minimum payment thresholds ($25 or $100 USD equivalent) enforced per currency

Why it matters:
Expands global payment capabilities while maintaining compliance with banking partners

👉 Read more on currencies supported in Settle.

Problem: Vendors didn’t always know who to contact, and replies were routed to default inboxes.

Solution: Added purchaser contact details and a “Reply-to” field in order emails.

Why it matters:
Improves communication and ensures vendors reach the right person quickly

Problem: Missing key events reduced visibility into PO activity.

Solution: Expanded audit logs to include vendor acknowledgements and external imports.

Why it matters:
Provides better tracking and transparency for procurement workflows

Problem: Manual tracking of vendor credits and payment references was time-consuming.

Solution: Automated credit handling and improved payment workflows.

Why it matters:
Reduces manual work and improves accuracy in payments

You can now upload, replace, delete, and manage product images directly in Settle -- including bulk assignment across variants.

Why it matters:
Improves catalog management and makes procurement more visual and intuitive

✔ Dormant businesses can now self-service account reactivation
✔ Added registered vendor checkmark on payment details view
✔ Cleaned up scheduled payment digest emails
✔ Added country names to vendor addresses on PO PDFs
✔ Improved procurement workflows with default attachment automation and better document control

✔ Fixed QBO bill import rounding issues causing mismatched totals
✔ Fixed unsynced QBO payments getting stuck after watermark updates
✔ Fixed missing customer names in My Invoices CSV export
✔ Fixed PO balance recalculation after accounting sync updates
✔ Fixed identity verification tasks getting stuck in progress
✔ Fixed incorrect estimated arrival dates in payment PDFs
✔ Prevented bill payment creation if associated invoice is pending approval
✔ Resolved account number field changing on scroll
✔ Prevented premature validation errors on empty fields

These updates continue to make Settle a more flexible, global, and user-friendly platform for managing approvals, procurement, and payments.

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

Until next time -- Happy Settling! 🚀✨