What it does

You can now see invoice labels directly in the Factor review queue—no need to open each invoice.

Labels appear in two places:

• Client group header row: Displays all unique labels across the group, so you can scan them at a glance without expanding
• Individual invoice rows: When expanded, each invoice shows its labels below the debtor name (next to funding method labels)

Labels are shown as teal chips and sorted alphabetically. Any labels marked as hidden in your account settings will not appear.

How to use

No setup is required, this feature is automatically available. To hide specific labels, reach out to your Customer Success Manager or Triumph Support.

What it does

You can now control which verification failures should stop invoices from auto-processing. Instead of an all-or-nothing approach, you can select specific verification types that require manual review. 

If a selected verification fails, the invoice is flagged with an exception and removed from auto-processing.

Processors can review the exception and either resolve it or choose to proceed. For accounts using the Verifications Workflow, exceptions can also be routed to the Verifications queue.

Available verification types

• Amount Match
• Carrier Match
• Load Not Found
• Remit To Match
• Delivery Status
• Load Issue
• Possible Fees

How to enable

1. Go to Settings > NextGen Audit
2. Click the edit (pencil) icon in the Verification Exceptions section
3. Select the verification types you want to enforce
4. Click Save

This feature is available to all accounts using NextGen Audit—no additional setup required.

What it does

You can now customize invoice number settings at the client level, instead of applying a single rule across your entire account.

Two settings are available:

Invoice Number Strategy

Controls how invoice numbers are generated:

• Use Account Default
• Leave Blank
• Load ID
• Single Sequence
• Sequence Per Client
• Sequence Per Client with ID

Auto-Generate Invoice Numbers

Controls when invoice numbers are created:

• Use Account Default
• Always
• Never
• When Not Extracted

This gives you flexibility to tailor invoice numbering for different clients without impacting others.

How to enable

1. Go to Settings > Clients
2. Select a client
3. Configure:
   • Invoice Number Strategy
   • Auto-Generate Invoice Numbers

No additional setup is required—this feature is automatically available.

You can customize how Client Notes appear in the sidebar by using the Client Notes Configuration section in Account Settings. This allows you to control which note types are visible, how they’re displayed, and the order they appear in.

What you can customize

For each note type — Warning, Funding Notes, and Notes — you can choose how it displays:

• Show Expanded: Section is visible and open by default
• Show Closed: Section is visible but collapsed
• Hide: Section is not shown in the sidebar

You can also drag and drop the sections to change their order. The sidebar will reflect your chosen layout immediately. Changes are saved automatically.

Default setup

If no changes are made, all three sections are:

• Shown expanded
• Displayed in this order: Warning, Funding Notes, Notes

Important notes

• The configuration options are only available when the Client Notes Sidebar is enabled (set to Collapsed or Expanded).
• If the sidebar is disabled, this configuration section will not appear.
• The sidebar’s header badge count only includes sections that are visible (not hidden).

How to access

1. Go to Settings > Account
2. Scroll below the Save button
3. Locate the Client Notes Configuration section

To use this feature, make sure the Client Notes Sidebar Display Mode is set to Collapsed or Expanded.

4. Funding Instructions Exception