Winter '26 GoldFinch ERP Release Notes

Overview

This Winter 2026 release delivers powerful new capabilities across batch communications, blanket order processing, project-driven planning, work order management, financial processes, and system performance. This update reflects our continued investment in automation, operational efficiency, and seamless user experience throughout GoldFinch ERP & Accounting.

Installation Schedule

Sandbox Release: December 6, 2025 (Saturday) 
Production Release: January 3, 2026 (Saturday)

Financial Management & Accounting Features

Batch Emailing

GoldFinch now supports batch generation and sending of key financial documents.

• Send Customer Outstanding Statements in batches.
• Send Vendor Payment Remittances in batches.
• Requires Electronic Document setup.

This enhancement significantly reduces manual processing time for AR and AP communication cycles.

Expensify Integration

GoldFinch's native integration with Expensify has been improved to give finance teams a more seamless way to bring approved expense data directly into Salesforce, reducing manual entry and eliminating reliance on spreadsheets.

With these enhancements, you can:

• Automatically download approved and reimbursed expense reports from Expensify
• Convert Reimbursable expenses into Purchase Invoices
• Convert Non-Reimbursable (Credit Card) expenses into General Journals
• Run manual or scheduled imports to keep data in sync

[Learn More]

Employee Expense Reports

Improved tools to capture, review, and post employee expenses with a more streamlined and efficient reporting workflow.

[Learn More]

GL Analysis Enhancements

Improved routine to validate that GL Entry and GL Summary remain fully synchronized by comparing balances by account, ledger, and accounting period. It is recommended before the month-end close or running GL compression routines.

[Learn More]

Vendor Payment Enhancements

• Added Print on Check As field on Vendor Payment.
• Adjustable font size for Amount, Payee, and Memo fields when printing checks.
• Added functionality to financially avoid checks when required

Purchase Invoice Enhancements

• The GL Account field now defaults automatically if the vendor’s Default Expense GL Account is defined.

Invoice Management

• Added a Financial Void option to unpost Sales Invoices as of today rather than reverting to a closed period.

Customer Activity Statement

• If populated, the Account Billing Name will display on the Customer Activity Statement document.

AR Aging Report

• Removed previous data limitations. Users can now run the Aging Report across all accounts without errors.

Item Formula – Waste Percentage

• Users can define Waste % directly on formulas.
• Waste posts as a journal line, debiting the Purchase Account.

Bank Connect Feature Enhancements

• Expanded Bank Support: Both U.S. and Canadian financial institutions.
• Automatic Reconciliation: Auto Reconcile when Bank Transaction is matched to the GL Entries.
• UI Enhancements: Updated interface for easier review, filtering, and navigation of bank transactions.
• Unmatch Transactions: Users can unmatch incorrectly matched transactions directly.
• Create Journal Entries: Generate General Journal entries directly from bank transactions for fees, interest, and other adjustments.

GFACCT: Financial Reporting Enhancements

New Capabilities

• Hide zero-balance accounts in Financial Report Setup.
• Option to hide correction entries in detailed report views.
• Accounting Variables added to Bank Reconciliation Adjustments.

Sales, Customer Operations & Order Processing

Blanket Orders

• Users can now create Sales Orders and Purchase Orders directly from Blanket Orders
• Ideal for organizations managing long-term commitments, volume contracts, or recurring transactions.

Customer Subscription Management

• Better support for customers on recurring billing cycles (monthly, quarterly, annually, etc.).
• Improved tools to manage renewals, upgrades, and changes to active subscriptions.
• Streamlined handling for subscription-based products and services (SaaS, digital platforms, and auto-renewing physical goods).

[Learn More]

Sales Order Picks via Templates

• Generate picks for Sales Orders using customizable Sales Order Templates.
• Users may select the preferred template on the confirmation screen before pick creation.
• Templates can be created from the Company Setup related list.

This enhancement helps standardize warehouse operations and streamline high-volume fulfillment processes.

Item Availability Status Enhancements

• Improved performance when loading large search results.
• Quantities can now be displayed on:
  • Sales Quotes
  • Sales Quote Allocations

Transfer Order Shipments – Auto Pick

• The system can now be configured to automatically create picks for Transfer Order shipments.

Purchasing, Inventory & Item Management

Non-Inventory Item Type

• Added a new Non-Inventory item classification for improved control of services, fees, and other non-stock items.

[Learn More]

Item Tracking Enhancements

• Added a Last Shipment Date field on items to improve visibility of item activity.

Outside Service – Preferred Formula Version

• Users can now define a preferred formula version per vendor for more accurate costing and procurement.

Requisition Process – Formula & Routing Version Selection

• Automatically selects the correct formula version based on the vendor.
• Improved handling of high-volume Work Order creation.

Manufacturing & Production Management

Work Order Allocation

Enhanced allocation logic provides more accurate and efficient component allocation for Work Orders.
[Learn more]

Work Order Batch Refresh

A new batch process enables mass updating of open Work Orders.

• Refreshes formulas, routing versions, and instructions.
• Ensures open Work Orders reflect the latest manufacturing specifications.

[Learn More]

Work Order Scheduling Enhancements

• Work Orders can now use the Output Item’s Lead Time Days to calculate start dates to meet target end dates.

[Learn More]

Scheduled Work Orders

• Introduced the ability to schedule and unschedule Work Orders for greater planning flexibility.

Large Work Order Handling

• Enhanced system performance when editing or processing large Work Orders.

Project Management Enhancements

Project Management Integration

Project functionality has been expanded deeper into finance and planning.
New Integration Points

• AR Customer Receipts now support project tagging.
• AP Vendor Payments now support project tagging.
• Supply Plan can now be calculated by Project for more accurate demand forecasting.

Rental Management

Foundational Rental Management Module

GoldFinch expands its foundational support for Rental Management, strengthening capabilities for customers who manage equipment, tools, or rental inventory.
[Learn More]

Platform & Performance Enhancements

New Compression Routines

• Compress GL [Learn More]
• Compress ILE/CE/IAE [Learn More]
• Compress WE [Learn More]
   

Batch Post Shipments

• Users may now update the Actual Shipment Date for each selected shipment directly on the Batch Post page.

Electronic Document – CC Field

• Added a Cc field to electronic documents to allow internal users to receive copies of outbound communications.

Article Winter-26-GoldFinch-ERP-Release-Notes  ·  Last updated January 05, 2026 · GoldFinch ERP Help Center