May 2026 Releases

1. Invoice Labels in Review Queue

What it does

Invoice labels are now visible directly in the Factor review queue without needing to open individual invoices. Labels appear in two places:

1. Client group header row — Shows the aggregated unique labels from all invoices in that client group, visible at a glance without expanding
2. Individual invoice rows — When a group is expanded, each invoice shows its own labels below the debtor name (alongside existing funding method labels)

Labels are displayed as teal pill chips, sorted alphabetically. Any labels configured as "hidden" in the account's label settings are excluded.

How to enable

No configuration needed, this is automatic for all factor accounts.

To hide specific labels from the queue, use the existing hidden labels configuration in account settings.

2. [Bug Fix] Office Document Splitting Breaks Auto-Processing

What it does

When clients submit invoices as Word (.doc/.docx) or Excel (.xls/.xlsx) files, the system converts them to PDF before storage. Previously, multi-page PDFs from these conversions were split into individual pages, each becoming its own document. Since document type is determined from template matching on the first page, pages 2 and beyond often had no document type assigned — which broke document grouping and stopped auto-processing.

Now, all pages from a single Office document attachment are kept together under one document. This ensures the document type rolls up correctly across all pages, and auto-processing works as expected.

How to enable

No configuration needed — this is automatic for all factor accounts.

April 2026 Releases

1. Verification Exceptions for Autoprocessing

What it does

Factors can now configure which types of prepurchase verification failures should block autoprocessing, on a per-type basis. Previously, verification results were either completely ignored during autoprocessing or blocked all-or-nothing.

When a verification fails for a configured type, the invoice is flagged for manual review instead of being autoprocessed. Processors can then choose to ignore or resolve the exception (and for accounts using the Verifications Workflow, optionally route it to the Verifications queue).

7 configurable failure types:

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

How to enable

Navigate to Settings > NextGen Audit and click the pencil icon on the "Verification Exceptions" (factor_verification_exception_types) section. Check the verification types that should block autoprocessing and click Save. This is available to everyone with NextGen Audit, so no admin settings need to be changed.

2. Client-Specific Invoice Number Configuration

What it does

Adds per-client configuration for two invoice number settings that were previously account-wide only:

1. Invoice Number Strategy (FACTOR-875) — controls which formula is used to generate invoice numbers:

• Use Account Default — falls back to the account-level setting
• Leave Blank — no invoice number generated
• Load ID — uses the load ID as the invoice number
• Single Sequence — single incrementing counter across the account
• Sequence Per Client — separate incrementing counter per client
• Sequence Per Client with ID — sequence per client with external vendor ID prepended

2. Auto-Generate Invoice Numbers (FACTOR-966) — controls when invoice numbers are auto-generated:

• Use Account Default — falls back to the account-level setting
• Always — always auto-generate an invoice number
• Never — never auto-generate; use the extracted or submitted invoice number instead
• When Not Extracted — only auto-generate when extraction doesn't find one

Together, these give full per-client control over invoice numbering without affecting other clients on the same account.

How to enable

Users with the Settings role can configure both settings on the client settings page (Settings > Clients > [Client Name]):

• Invoice Number Strategy dropdown
• Auto-Generate Invoice Numbers dropdown

No feature flag needed — available on all factor accounts.