Product Updates3 September 2026

What's changing

The invoice list now has a Default view setting, sitting alongside the Columns customiser. Choose the filters you want the list to open on and they're applied every time you come back to it, including a one-click Review queue preset covering Awaiting Review, Processing, Queued and Duplicate. The shipped default is unchanged — all invoices — so nothing moves until you set one.

Why we built it

The list opened unfiltered on every visit, so anyone working a review queue had to reapply the same status filter each time before they could start. Making the opening view a setting means the list opens on the work you actually do, and because it's set per user it doesn't change what anyone else sees.

What you'll see

• A Default view control beside Columns, with your choice remembered in the browser you set it in.
• A Review queue preset that ticks Awaiting Review, Processing, Queued and Duplicate in one click.
• Two related fixes while we were in here: the list no longer reports “Nothing is awaiting review” on a search that has results, and the filter dropdown no longer shows a stale selection after Show all invoices.

What's changing

Issued Date now appears before Due Date everywhere the two sit together — the invoice details form, the invoice list columns, and the date-range filters.

Why we built it

Due Date was rendering first, which reads backwards: you take in the date an invoice was raised before the date it falls due. Putting the pair in that order makes all three surfaces read the way people expect.

What you'll see

• Issued Date ahead of Due Date on the details form, in the list columns, and in the date-range filters.
• Display order only — the values behind each field are untouched.
• If you've customised column widths or hidden columns, those settings carry across. You don't need to set them up again.

What's changing

The Supplier field on an invoice now reliably shows Process AI's own supplier list — the one drawn from your Xero contacts — instead of being covered by the browser's saved-form suggestions.

Why we built it

Chrome's native autofill was overlaying the supplier dropdown on that field, hiding the list you actually need to choose from. The field now tells the browser not to offer its own suggestions there, so what you see is the app's list.

What you'll see

Clicking or typing into Supplier brings up the Process AI supplier list, filtering as you type, with each entry tagged Supplier or Customer.

What's changing

Browser tab titles now lead with the detail that identifies the page. An invoice titles as its invoice number and supplier, followed by Process AI — for example INV-1042 · Acme Pty Ltd — Process AI.

Why we built it

Every page used to title as simply “Process AI”, so anyone reviewing with several invoices open had a row of identical tabs and had to click through them to find the right one. Leading with the distinguishing detail matters because tabs truncate from the right — putting it first means it's the part that survives.

What you'll see

Distinct, readable tab titles across the main screens, and the same improvement carried through to browser history and bookmarks.

What's changing

The duplicate warning shown before an invoice goes to Xero now names both invoices under explicit labels — This invoice and Existing Xero bill — so it's clear which one is which.

Why we built it

The dialog previously named only the matched Xero bill, inside a sentence that read as though it were describing the invoice being saved. The current invoice's own reference was never shown, so at the exact moment you had to decide whether to send, there was no way to tell the two apart.

What you'll see

• A Duplicate Invoice Detected dialog listing This invoice and Existing Xero bill one above the other, each with its invoice number and supplier, alongside the match percentage.
• The inline duplicate banner on the invoice uses the same labelling.

What's changing

The Save to Xero button now carries the official Xero wordmark, matching the treatment already used on the Xero connect and disconnect controls.

Why we built it

The button rendered in Process AI green with no Xero branding at all, which made the one action that writes to Xero look less like a Xero action than the connection controls elsewhere in the product. Carrying the wordmark makes the destination obvious at a glance.

What you'll see

A Save to label followed by the Xero wordmark, sized to sit level with the label, in the invoice action bar.

What's changing

The admin portal header now carries a Back to Process AI link that returns you straight to the invoice dashboard.

Why we built it

The admin portal opens on its own address with no route back into the main app, so once you were in it the only way out was the browser's back button or a fresh tab. It read as a dead end.

What you'll see

A ← Back to Process AI link in the admin header. It navigates the current tab to the invoice dashboard, and you stay signed in on the way through.