Automate 2025.1

Automate 2025.1.1+ has been certified by SquareWorks to be compatible with NetSuite 2025.1 and is backwards compatible with NetSuite 2024.2.

Automate 2025.1.36 (2025-07-9)

Bug Fixes:

• [Invoice AI] Resolved issue preventing bills from saving when certain alerts were presented [AP-779]

Automate 2025.1.35 (2025-07-7)

Bug Fixes:

• [Approval Automation] Resolved issue with system approval step evaluation [PSS-320]

Automate 2025.1.34 (2025-07-3)

Bug Fixes:

• [Invoice AI] Resolved issue preventing split screen from loading [AP-756]

Automate 2025.1.33 (2025-07-2)

New Product:

• [Payment Automation - International Payments] Early adopters can now pay global vendors using SWIFT wire transfers. This new capability supports full international vendor onboarding, management of international payment methods, and the ability to release payments to international payees all within your existing payment automation workflow.

New Features:

• [Payment Automation] Added Export CSV capability to Payee page. [IN-615]

• [Platform] Added additional metrics for analysis tracking. [PSS-261]

Changes:

• [Accrual Automation] The Subsidiary field is no longer cleared when using the Clear Filters button, as it is a required field when creating a journal. [AP-593]

• [Platform] Created new internal database tables for audit logging. [PSS-50]

• [Platform] Minor internal upgrades to build process. [PSS-288]

• [Platform] Updated internal pages. [PSS-262; PSS-287

• [Platform] Increased data refresh rate. [PSS-260]

• [Payment Automation] Optimized payments database by adding more indexing [IN-510]

Bug Fixes:

• [Invoice AI] Resolved an issue that prevented PO expense lines with tax codes from being processed. [AP-246]

• [Approvals] Resolved an issue that prevented display of estimated total in Inventory Adjustments pending approval. [PSS-202]

• [Platform] Resolved a defect that caused amounts to sort incorrectly in Bills dashboards. [PSS-226]

Automate 2025.1.32 (2025-07-2)

Bug Fixes:

• [Payments] Resolved issues with the Process Payments function when the Bill/Credit count exceeds 1,000. [IN-604]

Automate 2025.1.31 (2025-06-25)

• [Platform] Redeployment of Automate2025.1.30 to resolve a NetSuite deployment issue.

Automate 2025.1.30 (2025-06-23)

Changes:

• [Invoice AI] Custom Segments now supported by AI Direction Custom Field Extraction [AP-741]

Bug Fixes:

• [Invoice AI] Restored Bills scanned graph on the AP dashboard [AP-746]

• [Invoice AI] Resolved issue preventing the ability to change the Subsidiary in Inbox [AP-743]

Automate 2025.1.29 (2025-06-18)

Bug Fixes:

• [Invoice AI] Resolved issue causing Three Way Match variance popup from loading fully. [AP-740]

Automate 2025.1.28 (2025-06-17)

New Features:

• [Invoice AI] AI directions can now be used to extract values from select list/record fields on the vendor bill record. [AP- 714]

• [Platform] Created additional internal pages. [PSS-197; PSS-218; PSS-231]

• [Platform] Connect internal environments to new platform. [PSS-258]

Changes:

• [Platform] Create additional logging for ABM metrics. [PSS-248]

Automate 2025.1.27 (2025-06-11)

Bug Fixes:

• [Invoice AI] Resolved issue causing invalid currency code error [AP-724]

Automate 2025.1.26 (2025-06-05)

New Features:

• [Platform] API creation for internal page [PSS-169]

Changes:

• [Payments Automation] changed the column header from 'Date Initiated' to 'Payment Date' to better reflect the actual data [IN-552]

• [Payments Automation] you can now select 'Invoice Total' as a custom remittance column [IN-559]

Bug Fixes:

• [Invoice AI] Resolved issue with inbox incorrectly displaying PO status, currency symbol, and subsidiary directly after uploading until the page was refreshed [AP-642]

• [Accrual Automation] Worksheet filters now correctly filter on negative amounts [AP-479]

• [Invoice AI] Resolved issue supporting employee list sizes over 4000 with the change owner feature in the inbox actions. [AP-697]

• [Payments Automation] fixed field validation for Email when onboarding a vendor/payee [IN-565]

Automate 2025.1.25 (2025-05-29)

Changes:

• [Platform] Performance and maintenance related backend updates. [PSS-253]

Automate 2025.1.24 (2025-05-21)

New Features:

• [Invoice AI] Update Fields dropdowns now support "Type-ahead" to filter results and make it easier to select correct values [AP-623]

• [Accrual Automation] Make Adjustment dropdowns now support "Type-ahead" to filter results and make it easier to select correct values [AP-623]

• [Invoice AI] Introduced "Save & Next" function to quickly save and transition to the next bill within the inbox. Note: this feature is currently only available by request. Please contact support to have enabled.

• [Platform] Created UI pages for internal portal. [PSS-154; PSS-198]

Changes:

• [Accrual Automation] Addressed currency formatting issues with expense history graph [AP-333]

Bug Fixes:

• [Invoice AI] Change Owner inbox function now supports larger employee list sizes. [AP-641]

• [Payments Automation] Fixed the input components for Payment Automation in Advanced Vendor Onboarding [IN-551]

• [Payments Automation] Removed a misleading 'Request Released By' date for transactions that hadn't been released yet in Payments History [IN-544]

• [Approval Automation] Resolved an error that prevented follow up emails from being sent when one approval was completed of a multi-approver step. [PSS-210]

• [Advanced Vendor Onboarding] Resolved an error that prevented form response attachments from being applied when subsidiary restrictions are in place. [PSS-180]

Automate 2025.1.23 (2025-05-12)

Changes:

• [Platform] Performance and maintenance related backend updates. [PSS-222]

Automate 2025.1.22 (2025-05-12)

Changes:

• [Platform] API endpoint creation for internal page. [PSS-168; PSS-171]

• [Platform] Minor backend updates. [PSS-217]

• [Accrual Automation] Any account type can now be use to offset accrual entries, not just Accounts Payable accounts. [AP-614]

• [Payments] Automate Release Status and Automate Transfer Status are now hidden when creating a bill payment and visible, but not editable after creation. [IN-515]

• [Payments] Filter labels have been updated to ensure consistent casing (initial capitalization). [IN-540]

• [Payments] Standardized Release Transfer button size and styling. [IN-545]

Bug Fixes:

• [Accrual Automation ] Correction made to recorded expense calculation on Dashboard. [AP-613]

• [Accrual Automation ] Restored period names on Expense History graph axis [AP-612]

• [Platform] Resolved a defect in build generation for internal users. [PSS-221]

Automate 2025.1.21 (2025-04-24)

Changes:

• [Payments Automation] You may now remove a business entity with a funding source, provided the funding source is unlinked to a GL account first [IN-465]

• [Platform] Minor backend security updates. [PSS-215]

• [Platform] Enabled SSO for internal page. [PSS-158]

• [Platform] API endpoint creation for internal page. [PSS-167; PSS-170]

• [Invoice AI] Optimized Automate Portlet Height [AP-591]

• [Platform] Text dropdowns within Automate now list alphabetically. [AP-604]

• [Accrual Automation] Vendor names now include auto generated numbers, if enabled. [AP-568]

• [Accrual Automation] Closed PO lines no longer appear within the Worksheet. [AP-589]

Bug Fixes:

• [Accrual Automation] Journal entry memo has been corrected to show amount with proper decimal places. [AP-518]

• [Invoice AI] Any employee can now be selected as an owner, not just those with the same primary subsidiary as the user. [AP-589]

Automate 2025.1.20 (2025-04-18)

Changes:

• [Platform] Performance and maintenance related backend updates. [PSS-214]

Automate 2025.1.19 (2025-04-17)

Bug Fixes:

• [Payments Automation] Fixed issue with cancelling / voiding bill payments leading to synchronization issues for some customers [IN-529]

Automate 2025.1.18 (2025-04-14)

Changes:

• [Payments Automation] When adding a funding source, there will be added validation on bank account numbers [IN-485]

• [Payments Automation] When sending a payee invite, there will be no default value for 'From Business Entity'. You must now select a valid business entity when sending an invite [IN-479]

Bug Fixes:

• [Invoice AI] Resolved source of "Record Has Been Changed" error [AP-571]

Automate 2025.1.17 (2025-04-3)

Changes:

• [Platform] Performance and maintenance related backend updates. [PSS-105]

Automate 2025.1.16 (2025-04-1)

Bug Fixes:

• [Accrual Automation] Resolved issue preventing adjustments from saving [AP-592]

• [Accrual Automation] Resolved rounding issue which caused debits and credits to not balance in some cases [AP-574]

• [Payments Automation] Resolved an issue from some payments flowing to automate for some customers [IN-527]

Automate 2025.1.15 (2025-03-31)

Changes:

• [Invoice AI] UI enhancements made to Automate dashboard portlet for NetSuite. [AP-501]

Bug Fixes:

• [Payments Automation] Fixed a bug allowing vendors to enter in non-US addresses for receiving checks [IN-513]

Automate 2025.1.14 (2025-03-27)

Bug Fixes:

• [Payments Automation] Fixed an issue related to the newly released 'Exclude Bill Payment from Automate' setting that impacted customers processing NetSuite payments. [IN-516]

Automate 2025.1.13 (2025-03-27)

New Features:

• [Payments Automation] Added 'Exclude Bill Payment from Automate' setting in Payments Automation Advanced Setting page. When toggled on, this setting will show a check box on bill creation that a payment shouldn't flow to Automate Payments [IN-494].

• [Invoice AI] An AP dashboard portlet is now available to add to your NetSuite home dashboard. This allows for streamlined navigation into the Automate Suite app. [AP-500]

• [Invoice AI] The inbox invoice owner can now be changed through the "Update Fields" action. [AP-477]

Bug Fixes:

• [Advanced Check Printing] Expanded max character length for Check Printing errors [IN-506]

• [Advanced Workflow Automation] Resolved a defect that prevented proper workflow routing when Inventory Adjustments are made within the Advanced Manufacturing modules. [PSS-121]

• [Platform] - Resolved a defect that allowed users without the appropriate permissions to utilize the Request More Info button on a Vendor Record.

Automate 2025.1.12 (2025-03-20)

New Features:

• None

Changes:

• None

Bug Fixes:

• [Payments] Resolved issues with updating payment methods and transaction IDs in NetSuite after releasing a change or making an update in Automate. [IN-509]

Automate 2025.1.11 (2025-03-14)

New Features:

• None

Changes:

• None

Bug Fixes:

• [Invoice AI] Resolved issue where actions menu was not fully visible if only one item existed in the inbox or filtered view. [AP-545]

• [Accruals] Resolved issue with selecting certain account types in accruals settings. [AP-552]

Automate 2025.1.10 (2025-03-13)

New Features:

• [Platform] Implemented in-app messaging for targeted updates and notifications. [PSS-130; PSS-190]

• [Payments Automation] Introduced a new 'Exclude To Be Printed Bill Payments from Automate' advanced payment setting. When this setting is turned on, when the ‘To Be Printed’ checkbox is selected when creating a bill payment, the payment will not flow to Automate. [IN-486]

• [Accruals] Added support for additional account types to the Accruals Worksheet beyond only expense type accounts [AP-503]

Changes:

• [Platform] Pop up modules in Automate can be closed by clicking the escape key as a shortcut. [IN-488]

Bug Fixes:

• [Advanced Workflow Approvals] Resolved a defect that prevented transactions from progressing through appropriate approvals statuses when inventory adjustments are applied within Advanced Manufacturing modules. [PSS-183]

• [Payments Automation] Bill Payments that come out to $0 amount will not flow to ready for release. These payments cannot be sent. [IN-478]

• [Invoice AI] Resolved issue with Vendor Override Setting's Vendor Bill Lookback [AP-509]

Automate 2025.1.9 (2025-03-05)

New Features:

Changes:

• None

Bug Fixes:

• [Invoice AI] Resolved issue causing inbox to jump back to the first page when attempting to navigate through multiple pages [AP-532]

Automate 2025.1.8 (2025-03-04)

New Features:

• None

Changes:

• [Platform] Updates to SquareWorks logos and branding [PSS-182]

Bug Fixes:

• None

Automate 2025.1.7 (2025-02-27)

New Features:

• [Invoice AI] New inbox action has been added to support updating the Subsidiary assigned within the Inbox. To update the subsidiary assigned, click the actions menu and select "Update Fields". Available subsidiaries are limited based on Netsuite user role permissions [AP-476]

• [Payments Automation] You may include your company logo in the payment remittance emails that automatically go out to vendors. Upload your company logo on your Business Entity details in Automate [IN-315]

Changes:

• [Invoice AI] Actions menu within Inbox has been changed to require a "click" vs appearing on hover [AP-516]

• [Invoice AI] For multi-currency enabled accounts, the inbox amount column will now show the corresponding currency symbol for the detected currency on the invoice [AP-491]

• [Payments Automation] Removed the ability to import payees using non-verified or suspended business entities [IN-469]

• [Payments Automation] Prevent duplicate business entity names and emails, existing business entities will not be impacted [IN-455]

• [Advanced Vendor Onboarding] Introduce validation to bank routing number on Automate Payment Method when using AVO [IN-472]

• [Platform] Minor backend security updates [PSS-178]

Bug Fixes:

• [Invoice AI] Resolved issue causing inbox scroll automatically to the bottom of the page. [AP-516]

• [Invoice AI] Resolved a bug causing some line items like account and items not populating on bill review when duplicate detection was turned on [IN-476]

• [Payments Automation] Fixed a bug not receiving payments for bills that did not have a payment value due to a discount [IN-477]

• [Advanced Vendor Onboarding] Fixed a character limitation error for Automate Payment Method when using AVO [IN-471]

Automate 2025.1.6 (2025-02-25)

New Features:

• None

Changes:

• None

Bug Fixes:

• [Payments] Resolved issue preventing a previously deleted payment method from being added again [IN-481]

Automate 2025.1.5 (2025-02-25)

New Features:

• None

Changes:

• None

Bug Fixes:

• [Advanced Document Management] Resolved issue preventing file attachment because of hidden client script [PSS-187]

Automate 2025.1.4 (2025-02-14)

New Features:

• None

Changes:

• None

Bug Fixes:

• [Platform] Performance and maintenance related backend updates. [PSS-177]

Automate 2025.1.3 (2025-02-13)

New Features:

• [Advance Workflow Automation] Bills that are in a "Cancelled" status will no longer appear in the "To Submit" query. All other bills with an Approval Status (AWA) of "Not Submitted" will continue to display in the queue [PSS-10]

• [Payments Automation] Enhanced 'Release Payments' to group transactions by business entity and aggregate total amount for all currently selected payments [IN-419]

• [Advanced Vendor Onboarding] Users can now include Automate Payment Method as an optional field and request more info for this field [IN-436, IN-437]

Changes:

• [Platform] Performance and maintenance related backend updates. [PSS-173; PSS-164; PSS-165]

• [Invoice AI] Option to remove invoice from inbox has been moved under ellipsis "Actions" menu. A confirmation is also now required before removing the invoice the inbox [AP-403]

• [Invoice AI] Enhancements made to support better line level extraction from complex tables [AP-489]

• [Payments Automation] Added clarity to the error message when a user attempts to approve a duplicate payment method [IN-341]

• [Payments Automation] Added clarity to next-steps banner in the case that a user requires documentation for beneficial owners [IN-346]

Bug Fixes:

• [Expense Accrual Automation] Amount filters now persist from a User's last session and do not need to be entered every time [AP-456]

• [Invoice AI] Resolved issue which caused Not Submitted and Pending Approval Navigational menus to appear unexpectedly [AP-487]

• [Payments Automation] When inviting a payee, the dropdown will denote and prevent selecting business entities that aren't completed with onboarding [IN-341]

Automate 2025.1.2 (2025-02-7)

New Features:

• None

Changes:

• None

Bug Fixes:

• [Invoice AI] Fixed issue preventing "To Submit" and "To Approve" searches on dashboard from loading. [AP-504]

• [Dashboard Bundle] UI Improvements for 2025.1 [PSS-162]

Automate 2025.1.1 (2025-01-31)

New Features:

• None

Changes:

• [All] All bundles and SuiteApps have updated their version number to 2025.1.1 to reflect compatibility with NetSuite 2025.1

• [Payment Automation] Invite payee now requires that the business entity that you're sending the invite from is verified and active [IN-454]

Bug Fixes:

• [Payments Automation] Fixed issue synchronizing Netsuite after payment release impacting some payments [IN-468]

• [Approval Automation] Fixed issue that prevented bank details from saving on a vendor record when vendor approvals are not enabled [PSS-156]

• [Invoice AI] Fixed issue that prevented view email button from working in split screen view [AP-483]