Spring '26 GoldFinch ERP Release Notes

Applies toRelease Notes

AudienceAll users

Last updatedApril 29, 2026

Overview

The Spring 2026 release from GoldFinch Cloud Solutions delivers major enhancements in AI, automation, and operational efficiency. With deeper integration into Salesforce and expanded Agentforce capabilities, this release focuses on reducing manual work, improving data visibility, and enabling faster decision-making across finance, supply chain, and customer operations.

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Installation Schedule

Sandbox Release: May 9, 2026 (Saturday)
Production Release: June 13, 2026 (Saturday)

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Agentforce Actions & AI

OCR Template for AI Invoice Capture

You can now automatically extract invoice data (vendor, amounts, dates, line details) from uploaded documents using AI. This significantly reduces manual data entry, minimizes errors, and accelerates accounts payable processing—especially for high-volume invoice environments. [Learn More]

Agentforce AI Assistant (Chatbot)

Users and customers can interact with a chatbot to quickly retrieve real-time information such as inventory availability, order status, and AR balances. This eliminates the need to navigate multiple screens and reduces dependency on internal support teams. [Learn More]

GoldFinch Customer Portal

Built on Salesforce Experience Cloud, the portal allows customers to log in and independently view KPIs, transactions, order history, and outstanding balances. Customers can also place orders directly, improving engagement while reducing inbound service requests. [Learn More]

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Financial Management

Custom Fields in Bank Reconciliation

You can now include custom fields during bank reconciliation, making it easier to match transactions based on business-specific attributes such as region, project, or department.

Recurring Transaction Enhancements

Accounting variables are now supported on recurring invoices and fixed asset journals, ensuring proper classification for automated entries.

Vendor Refunds in Bank Deposits

Vendor refunds are now included in the bank deposit process, giving you a more complete and accurate view of cash inflows.

Enhanced 1099 Processing

Before exporting 1099 data, users can preview amounts and override values if needed, ensuring compliance and accuracy before submission.

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Financial Statement Reporting

Improved Report Usability

Frozen headers and columns make large reports easier to navigate.

View by Quarter Option

Financial reports can now be grouped by quarter, making it easier to analyze performance trends over time without manual adjustments.

Automatic Total Columns

Reports automatically calculate totals as the last column, even in complex financial statement layouts, reducing the need for manual formulas or spreadsheet exports.

Beginning Balance & Running Balance

Detailed GL Inquiry exports now include beginning balances and running totals, allowing users to trace transaction-level changes over time.

Multi-Currency GL Inquiry

GL Inquiry now fully supports multi-currency environments, enabling global companies to analyze transactions in both local and reporting currencies.

Smart Date Defaults

When drilling into GL details from the GL Inquiry page, the system automatically aligns the date range for GL details with the selected reporting period for the GL Inquiry page, saving time and avoiding errors.

Audit Trail Improvements

Financial Statements now include timestamps and user information, improving traceability and audit readiness.

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Bank Direct Connect

Custom Start Date for Sync

When connecting a bank account, you can define a start date so that only relevant transactions are imported, avoiding unnecessary historical data.

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Stripe Integration

ACH Payment Support

In addition to credit cards, customers can now pay via ACH, offering a lower-cost payment option and improving cash collection efficiency.

Enhanced “Pay Now” Experience

The Pay Now button can be configured to support ACH payments in addition to Credit Card payments, giving customers flexibility at checkout.

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Expense Management

Configurable Expense Policies

Administrators can define rules such as requiring receipts, enforcing spending limits, and mandating memos. This ensures compliance with company policies.

Automatic Expense Classifications

When entering expenses, the system automatically selects an Expense Policy based on expense categories, reducing user errors.

Approval Workflow Integration

Expense-related transactions can be approved or rejected directly from Purchase Invoice or General Journals, streamlining the review process.

Centralized Document Access

Expense receipts and attachments are accessible from dashboards and automatically linked to Purchase Invoice or General Journal, improving visibility.

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Sales Order Management

Pre-Assigned Bin & Lot for Fast Fulfillment

For high-volume operations, you can pre-assign bin and lot numbers on sales lines, allowing pick tickets to be printed on the sales order and shipments to be posted without creating another pick document. [Learn More]

Sales Pricing Group Enhancements

Sales Pricing Groups can now be updated at the sales line level to override the default Customer Pricing Group, enabling more granular pricing control.

Partial Customer Receipts

Customers can create a partial payment Customer Receipt directly from sales invoices, improving flexibility in collections.

Drop Ship & Special Order Cost Sync

Drop Ship & Special Purchase order costs are now pushed back to the related sales lines, ensuring accurate margin tracking.

Improved Pricing Logic (Bypass Shipment Invoices)

When creating Sales Invoices using the Bypass Shipment process, the system now automatically applies standard pricing and discount logic to sales invoice lines. This ensures that prices and discounts are calculated in accordance with the Sales Orders, reducing manual adjustments and improving accuracy in billing.

Higher Pricing Precision

Sales Price entries now support up to five decimal places, which is important for industries with precise pricing models.

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Warehouse Management

Quick Inventory Movement

From the bin list view, users can instantly create movement transactions, making inventory adjustments faster.

Wave Pick Templates

You can now define Wave Pick Templates to standardize how picking tasks are generated and executed in the warehouse. These templates allow you to preconfigure rules such as grouping criteria, picking sequence, and operational preferences. By using templates, warehouse teams can ensure consistent execution of picking processes, reduce errors, and improve efficiency—especially in high-volume or multi-order fulfillment environments. [Learn More]

Batch Shipment Posting Improvements

When posting multiple warehouse shipments in a batch, the confirmation page now provides greater flexibility by allowing users to update the Actual Shipment Date either individually for each shipment or apply a single date across all selected records.

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Mobile Scanning

New Scan View Item app

A new Scan Item mobile app allows users to quickly scan an item and view inventory information by bins, with or without lot information. This gives warehouse staff immediate visibility into inventory without navigating through multiple screens, helping them make faster and more informed decisions on the warehouse floor. [Learn More]

Return shipment processing (Scan Ship app)

Returned items can now be processed directly using the Scan Ship app. By scanning returned products, users can receive them back into inventory in real time. This streamlines the return workflow, reduces manual entry, and ensures inventory quantities are updated accurately.

Scan Move app enhancements

The Scan Move app now supports configurable scanning sequences. For example, users can choose to scan the item first and then the bin, instead of scanning the bin first. This flexibility allows each warehouse to align the scanning process with its physical layout and operational preferences, improving efficiency and ease of use.

Scan Pick enhancements

Mobile scanning now supports partial picking, allowing users to pick only part of the required quantity when full fulfillment is not possible. This better reflects real-world warehouse scenarios and ensures inventory and order status remain accurate during staged or constrained fulfillment.

UPC and GTIN support

In addition to scanning internal item numbers, users can now scan UPC codes defined on the item or GTIN codes defined on the Item Unit of Measure. This provides greater flexibility in barcode scanning, supports different packaging levels, and enables smoother integration with vendor or industry-standard labeling systems.

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Inventory Management

Flexible Item Cloning

When duplicating items, users can choose whether to include formulas and routing, saving setup time.

Non-Inventory Item Type Support

A new item type, Non-Inventory, can now be used in purchase, sales, and manufacturing processes without tracking quantities. [Learn More]

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Purchase Management

Batch Unposting

Users can unpost multiple purchase invoices at once, saving time during corrections.

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Manufacturing Management

Batch Work Order Updates

Refresh multiple work orders at once to reflect updated formulas and routing.

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Project Management

Project-Level Supply Planning

Plan inventory and procurement based on project demand and supply, improving forecasting accuracy.

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Performance Improvements

Save and Post (One Click)

Users can now complete transactions faster by saving and posting in a single action on multiple pages.

Faster UI with LWC Pages

Sales Invoice and Purchase Order pages have been rebuilt using Lightning Web Components for improved performance. Contact GoldFinch to switch to the new LWC interface.

Flexible Job Scheduling

The Job Scheduler now supports “Every X Hours” execution, allowing more precise automation timing.

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Summary

This release strengthens GoldFinch’s position as a modern, AI-enabled ERP platform by:

• Reducing manual processes through automation

• Enhancing real-time visibility across operations

• Improving accuracy in financial and inventory management

• Delivering a faster and more intuitive user experience

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Article Spring-26-GoldFinch-ERP-Release-Notes  ·  Last updated April 29, 2026 · GoldFinch ERP Help Center