Improvement
"Not Approved by Me" Filter
- •New "Not Approved by Me" option in the approvals filter shows every invoice you haven't approved yet, even if a teammate already has
- •Combine it with job or other classification filters to catch anything you missed on your jobs
- •XLSX exports and PDF ZIP downloads respect the new filter
Bug Fix
Sorting & Filter Persistence
- •Sorting now works across all pages — clicking a column header sorts the entire dataset on the server, not just the current page
- •Date range, sorting, and all filters are now preserved when navigating to an invoice review and back to the dashboard
- •Sort state is stored in the URL, so you can bookmark or share a specific sorted/filtered view
New Feature
Bulk Select, Export & Download
- •Select individual invoices with checkboxes or use the header checkbox to select all on the page
- •Export only selected invoices to XLSX, or download selected PDFs as a ZIP file
- •Buttons update dynamically to show how many invoices are selected (e.g. 'Export 3 XLSX')
- •When nothing is selected, exports and downloads still apply to all filtered invoices
- •ZIP downloads include watermarked PDFs for approved invoices
New Feature
Email-to-Invoice Ingestion
- •Forward PDF invoices to your organization's dedicated email address and they'll be automatically processed
- •Each organization gets a unique inbound address (e.g. your-org@ai.revenueai.app)
- •Sender verification ensures only organization members can submit invoices via email
- •Attachments are automatically extracted, uploaded, and run through the full AI classification pipeline
- •Find your inbound email address on the Settings page
New Feature
Landscape PDF Auto-Rotation
- •Scanned invoices fed sideways through a scanner are now automatically rotated to portrait before AI extraction
- •Uses AI-based orientation detection — Haiku compares 4 rotated variants to find the correct orientation
- •Dramatically improves extraction accuracy for landscape PDFs
New Feature
PDF Watermarking on Approval
- •Approved invoices are now automatically stamped with classification values (job name, cost code, etc.)
- •Approval date and approver email printed on the first page
- •Download PDF from the dashboard or file review page to get the watermarked version
- •Original PDF still available for pre-approval review
New Feature
AI Chat with Charts & Data Analysis
- •Ask questions about your invoice data and get instant answers with visualizations
- •AI generates bar charts, pie charts, and trend lines inline in the conversation
- •Run multi-step analysis — the AI builds on previous results across messages
- •Export generated files (CSV, Excel) directly from the chat
New Feature
Next/Previous Invoice Navigation
- •Navigate between invoices without going back to the dashboard
- •Centered prev/next buttons with position indicator (e.g. '2 of 47')
- •Unsaved changes are automatically saved before navigating
- •Works on both desktop and mobile layouts
New Feature
Mobile-Friendly Invoice Review
- •Sticky approval bar at the bottom of the screen for easy one-tap approvals
- •Full-width form layout on mobile devices
- •Quick 'View PDF' button to open invoices in a new tab
Improvement
Enhanced Excel Exports
- •Line item classifications now included in Excel exports
- •Classifications aggregated per invoice for easier analysis
Improvement
Smarter Navigation
- •Back button now preserves your dashboard filters
- •Date range persists in URL—refresh without losing your selection
- •Chat page back button also returns you to your filtered view
Bug Fix
Improved Dashboard Charts
- •Charts now group by upload date for consistency with filters
- •Daily view instead of weekly aggregation for more detail
- •Fixed confusing date ordering when invoices span multiple months
New Feature
Bulk Excel Export with Line Item Details
- •Export all filtered invoices to Excel with one click
- •Two sheets: 'Invoices' (summary) and 'Line Items' (one row per line item)
- •Line Items sheet includes header info repeated—perfect for pivot tables
- •Exports all matching invoices, not just the current page
New Feature
Advanced Dashboard Filtering
- •Server-side filtering for vendor, status, approval, and classification fields
- •All filters persist in URL—share filtered views or bookmark them
- •Filters work correctly across all pages (no more broken pagination)
- •New compact dashboard layout with date range picker in filter bar
- •PO Number column added to invoice table
Improvement
Refreshed App Design
- •Updated dashboard with crisp black UI and blue data visualization accents
- •Redesigned marketing homepage with clearer value proposition
- •Standardized button styles throughout the app for consistency
New Feature
PO Number Extraction
- •AI now automatically extracts PO numbers from invoices
- •PO numbers display in invoice header alongside vendor and invoice number
New Feature
Custom Classification Schemas
- •Define your own classification fields (job codes, cost codes, phases, etc.)
- •Set allowed values for each field via the Settings page
- •AI automatically classifies invoices using your custom schema
- •Supports both header-level and line-item-level classifications
Improvement
Improved Approval Workflow
- •Prominent approval status badge on file review page
- •Click the badge to see full audit trail (who approved and when)
- •Single context-aware Approve/Revoke button
Improvement
Autosave & Reprocessing
- •Changes to invoice fields now save automatically (no more Save button)
- •New 'Reprocess' action to re-run AI extraction on any invoice
- •Dashboard auto-refreshes while files are processing
Improvement
On-Demand Excel Exports
- •Download Excel exports directly from the file review page
- •Exports include all header data, line items, and classifications
Improvement
Upgraded AI Model
- •Extraction and chat now powered by Claude Sonnet 4.5
- •Better accuracy for complex invoices, handwritten notes, and unusual formats
Bug Fix
Date Display Fix
- •Fixed timezone issues causing invoice dates to display incorrectly
- •Dates now show consistently regardless of your timezone
New Feature
Multi-Tenant Organizations
- •Support for multiple organizations with separate data isolation
- •Easy organization switcher in the header
- •Invite team members to your organization