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Latest Product Updates

August 6, 2026

Valid8 Release 13.14.0 — Product Update Summary

Major Update: Introducing Prompt Categorization
This release brings Prompt Categorization to the transaction page — a new AI-powered way to classify your transactions using plain-language prompts.

  • Categorize transactions with your own prompts 
    • Write a categorization prompt in your own words, or pick one you've saved, and run it against your transactions. Each transaction is sent to our secured LLM, which returns both a category and a more specific sub-category — written straight back into the transaction grid. The best way to write a prompt is to think of it like handing instructions to an analyst you've asked to categorize transactions. Spell out the categories you want, how to handle edge cases, and any rules of thumb you'd give a real person doing the job — the clearer your guidance, the better and more consistent the results.
  • Save and reuse your prompts
    • Build a library of prompts that fit how your organization thinks about its transactions. Save a prompt, tweak it and save again, or "Save As" to spin off a new variation. Your prompts and your last-used selection persist across sessions, so they're ready the next time you open the dialog.
  • Accurate results by design
    • Prompt Categorization uses structured output and an efficient model to deliver precise, consistent category and sub-category labels across your full transaction set.
  • Helpful prompts out of the box
    • Sample prompts ship ready to use — written to be industry-relevant and easy to read — so you can get quality categorizations right away and adapt them to your needs.

Expanded Cash Journal Extract Functionality

Increased Flexibility with Imports

  • The QuickBooks General Ledger List and Account QuickReport imports now support PDF and XLSX formats (along with the existing CSV formats) Supported Cash Journal Formats
  • Multiple Cash Journal files can be uploaded at once
  • QuickBooks Account QuickReport imports now support extended columns (e.g., Account Type, Payment Method and Transaction ID) Account QuickReport Example

Streamlined User Experience & Visibility

  • Rejected view now includes a "notes" column explaining failed uploads
  • Extracts screen adds Filename, Upload User, and Extract Date fields
  • ERP extracts can be downloaded directly from the Extracts screen

General Improvements & Stability

  • Virtualized filter list prevents page hangs with thousands of categories
  • Fixed header overlap bug on browser resize

 

July 2, 2026

Valid8 Release 13.13.1 — Product Update Summary

Major Update: New Cash Match Report
This release delivers a major upgrade to reporting with the launch of the Cash Match Report, giving deep visibility into cash journal and bank statement reconciliations:

  • New PDF & UI report: a comprehensive Cash Match Report with account summaries, matching details, and visual pie charts
  • Easier navigation: direct links from summary sections straight to matched or unmatched transaction details

Streamlined Load Evidence

  • Consolidated three separate load tiles into a single "Load Evidence" entry point
  • Added support for loading Cash Journal Extracts - supporting QuickBooks Online Account QuickReport CSV exports.
  • Moved "Accounting Extracts" tile for managing ERP and Cash Journal extracts into the Confirm section

General Improvements & Bug Fixes

  • Entity field now clears automatically on "Save and Add Another"
  • Main engagement page sorting pushes empty/null rows to the bottom
    • Fixed PDF parsing failures in the FAR process
  • Fixed file name search filter not clearing on the checks page
  • Users can now unselect an account after picking it in the upload modal

 

June 26, 2026

Valid8 Release 13.13.0 — Product Update Summary

Major Update: Advanced Cash Match Reporting
This release is headlined by a full overhaul of cash matching, anchored by a brand-new reporting suite that turns complex transaction data into clear, professional PDF summaries:

  • New Cash Match Report (PDF): a comprehensive report with account summaries, matching details, and visual pie charts
  • New export menu on the Cash Journal screen to customize and generate these PDF reports
  • Interactive links let users jump directly from account summaries to specific matched or unmatched transaction details
  • Fixed a bug where the report ignored selected match date ranges and pulled from all available data instead

Streamlined Evidence Loading

  • Consolidated three separate load tiles into a single "Load Evidence" interface for all import types
  • Import wizard now supports uploading multiple Cash Journal CSV files at once
  • New template automatically maps QuickBooks-formatted CSV files on import
  • New "Accounting Extracts" tile in the Confirm section to track loaded extract status
  • Fixed a navigation error in the ERP extract wizard and added a "back" button
  • Established data requirements/process flow for Paradise Falls QuickBooks Excel uploads

Enhanced Transaction Visibility

  • Details shelf now shows balanced debit/credit rows grouped by ledger ID for better context
  • Disabled the payment shelf on Cash Journal matches lacking full ledger data, replacing it with a clear explanatory message

General Improvements

  • Main engagement page now pushes empty/null rows to the bottom of the default sort
  • Fixed a critical issue causing certain PDF files to fail during FAR parsing
  • Fixed the file name search filter on the checks page not clearing when expanded
  • Completed full automated and manual validation testing for the release