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
10 APR 2026 Revenue Management Service Start Date as Initial Performance Event Revised Key Resources.
10 APR 2026 Receivables Invoice Processing Review and Complete Transactions Using a REST API Revised Key Resources.
10 APR 2026 Receivables Invoice Processing Fulfillment-Based Consolidated Invoices with Charges from Multiple Sources Revised Key Resources.
10 APR 2026 Receivables Invoice Processing Prevention of Self-Review and Completion of Receivables Transactions Revised Key Resources.
10 APR 2026 Planning and Budgeting Relocation of the Permanently Close Control Budget Action Revised Key Resources.
10 APR 2026 Payables Invoice Processing US 1099 Forms and Electronic Reporting Updates for Tax Year 2025 Revised Key Resources.
10 APR 2026 Manage Cash Activities and Operations Embedded Banking Services with Bank of America for Real-Time Bank Balances Revised Key Resources.
10 APR 2026 Local Compliance & Reporting Updates for Brazil VAT Reform in 2026 Revised Key Resources.
10 APR 2026 Asset Acquisition, Maintenance, and Lease Automated Asset Creation from Payables Invoices Revised Key Resources.
10 APR 2026 Asset Acquisition, Maintenance, and Lease Direct Asset Transactions in Secondary Ledger Tax Books with Different Currency Revised Key Resources.
23 MAR 2026 Manage Cash Activities and Operations Embedded Banking Services with Bank of America: Positive Pay File Enhancements Removed feature in update 26A.
23 MAR 2026 Expenses Agent Expenses Agent: Employee Expense Completion and Compliance Enhancements Revised feature information.
20 MAR 2026 Treasury and Payments Embedded Banking Services with Bank of America for Real-Time Bank Balances Revised feature information.
20 MAR 2026 Payment Processing Cross-Currency Settlements in Netting

Updated Steps to Enable, and Tips and Considerations.
11 MAR 2026 ERP Agents Ledger Agent for Agentic AI-Powered General Ledger Experience Added feature in update 26A.
11 MAR 2026 ERP Agents Payables Agent for Invoice Ingestion, Compliance, and Control Added feature in update 26A.
11 MAR 2026 ERP Agents Payments Agent for Payment Options, Offers, and Execution Added feature in update 26A.
11 MAR 2026 ERP Agents Expenses Agent: Employee Expense Completion and Compliance Enhancements Changed feature name and moved from Touchless Expenses module to Expenses Agent module.
20 FEB 2026 Payment Processing Cross-Currency Settlements in Netting Updated Key Resources.
20 FEB 2026 Manage Cash Activities and Operations Embedded Banking Services with Bank of America: Positive Pay File Enhancements Revised Steps to Enable.
20 FEB 2026 Manage Cash Activities and Operations Bank of America SEPA Payment Processing Revised Tips and Considerations.
06 FEB 2026 Collaboration Messaging Framework Redwood: Eliminate Customer Setup for Order to Cash Messaging Revised feature information.
06 FEB 2026 Collaboration Messaging Framework Redwood: Use a Redesigned Collaboration Messaging Landing Page Revised feature information.
30 JAN 2026 Touchless Expenses Touchless Expenses: Employee Expense Completion and Compliance Enhancements Added feature in update 26A.
23 JAN 2026 Receivables Invoice Processing Prevention of Self-Review and Completion of Receivables Transactions Revised Key Resources.
16 JAN 2026 Payables Invoice Processing Project Details Capture on Purchase Order Matched Invoices Revised Steps to Enable.
16 JAN 2026 Payment Execution Options Parallel Approval Workflows for Bank Account Transfers and Ad Hoc Payments Revised Key Resources.
10 DEC 2025 Account Rules Management Cash Basis Accounting Method for Payables and Receivables Subledgers Revised feature information.
05 DEC 2025     Created initial document.