Revision History
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 29 AUG 2025 | Virtual Card | Integrated Virtual Card Payments for Supplier Invoices | Revised description. |
| 01 AUG 2025 | Asset Acquisition, Maintenance, and Lease | Asset Transfer to Another Book | Updated Key Resources. |
| 01 AUG 2025 | Expense Management | Approval History for Resubmitted Expense Reports | Updated Key Resources. |
| 01 AUG 2025 | Receivables Invoice Processing | Manual Creation and Application of Prepayment Invoices | Updated Key Resources. |
| 01 AUG 2025 | Local Compliance & Reporting | Multiple Brazilian Payment Methods When Using Collection Documents | Updated Key Resources. |
| 01 AUG 2025 | Local Compliance & Reporting | E-reporting for France | Updated Key Resources. |
| 01 AUG 2025 | Local Compliance & Reporting | JPK Accounting File Format Update for Poland | Updated Key Resources. |
| 25 JUL 2025 | Virtual Card | Integrated Virtual Card Payments for Supplier Invoices | Revised description. |
| 25 JUL 2025 | Asset Acquisition, Maintenance and Lease | Lease Approval History | Revised description. |
| 18 JUL 2025 | Supply Chain Financing | Integrated Supply Chain Finance with J.P. Morgan | Revised Steps to Enable. |
| 30 JUN 2025 | Manage Cash Activities and Operations | Embedded Banking Services with J.P. Morgan for Real-Time Bank Balances | Revised Steps to Enable. |
| 30 MAY 2025 | Local Compliance & Reporting | JPK Accounting File Format Update for Poland | Added idea. |
| 30 MAY 2025 | Manage Payment Configuration | Employee Bank Account Ownership Verification Workflow | Revised description. |
| 30 MAY 2025 | Manage Cash Activities and Operations | Embedded Banking Services with PNC Bank | Revised Steps to Enable and Tips & Considerations. |
| 30 MAY 2025 | Manage Cash Activities and Operations | Embedded Banking Services with J.P. Morgan for Real-Time Bank Balances |
Revised Steps to Enable and Tips & Considerations. |
| 30 MAY 2025 | Manage Payment Configuration | Embedded Banking Services with J.P. Morgan for Cross-Border Payments | Revised Tips & Considerations. |
| 06 MAY 2025 | Payables Invoice Processing | PO-Matched Invoice Edits for Supplier Portal Invoices | Edited feature name and Revised access requirements. |
| 25 APR 2025 | Expense Management | Approval History for Resubmitted Expense Reports | Added new feature. |
| 25 APR 2025 | Manage Payment Configuration | Employee Bank Account Ownership Verification Workflow | Added new feature. |
| 25 APR 2025 | Manage Tax Partners | Turnkey Tax Activation for Avalara with Additional Options | Revised description. |
| 25 APR 2025 | Asset Acquisition, Maintenance, and Lease | Asset Transfer to Another Book | Revised description, Tips and Considerations, and Key Resources. |
| 28 MAR 2025 | Account Rules Management | Balance Maintenance Opt-Out for Supporting References | Revised Tips & Considerations. |
| 28 MAR 2025 | Receivables Invoice Processing | Manual Creation and Application of Prepayment Invoices | Revised description and Tips & Considerations. |
| 28 MAR 2025 | IMPORTANT Actions and Considerations | Added section. | |
| 07 MAR 2025 | Created initial document. |