Partner Platform Notice: Known Cal Issues
We are actively tracking the following known issues originating in Cal-managed flows. These may impact some customers:
- Some Should-be-Business (SBB) transactions are appearing as duplicates in the Custodia UI, which may also impact billing reports.
- Some declined transactions are being posted after the fact, which may affect billing reports.
- If expected Custodia features or functionality are unavailable or appear to be missing, please contact your Cal representative to verify that the latest Custodia platform release has been deployed to your cloud environment. In some cases, feature availability may depend on deployment status within the Cal-managed infrastructure.
For updates, timelines, or customer-specific impact details, please contact your Cal representative directly. Cal support contact details are available here: Cal Support Hours and Contact Information.
What's Changed
🏦 ICC Admin and Cal Platform Configuration
-
ZEN-51549 in #7582: Added Cal Platform Config APIs and a helpdesk admin screen so card-issuer-admins with
ICC/EditRulescan view, add, and delete Cal card-issuance wizard entries on the default tenant. -
ZEN-52157 in #7594, #7595, #7597: Added an ICC Master Merchants admin screen (helpdesk and admin routes) for support and card-issuer-admins with
ICC/EditMerchantsto search, inline-edit, deactivate, and CSV import/export ICC-owned master merchants on the default tenant; fixed federated billing routing to the writable primary database and a billing startup failure on CSV upload.
💳 Expenses and Delegation
-
ZEN-52039 in #7591: Delegates can now split expenses on behalf of delegators when the expense owner has
Expenses/Split; split UI permissions are evaluated per expense owner.
📊 Accounting Integrations
-
ZEN-51923 in #7584: Added an opt-in QuickBooks setting so cash expenses can use
expense.timestamp(instead ofexpense.date) for bill TxnDate and DueDate; fixed export paths that could load partial expense rows or drop config settings before the QuickBooks service runs. -
ZEN-52120 in #7592: Fixed a regression where re-adding NetSuite or Priority credentials overwrote customized
AccountingExportConfigmapping and settings with hardcoded defaults.
📦 Purchase Orders and Budget Allocations
- ZEN-51788 in #7585: When ERP sync marks a purchase order canceled or ended, Custodia now tears down the associated PO consolidation group before running per-PO cancel logic, preventing orphan locked parent allocations and unlock failures.
🏪 Merchant Data Quality
-
ZEN-51993 in #7588: Blocked free-text merchant entry on spend permission and activity merchant fields; merchants must be selected from autocomplete (
MasterMerchantorMerchantGroup).
🖥️ UI Fixes and Grid Usability
- INF-1714 in #7589, #7590: Restored sticky, viewport-edge-pinned grid hover action buttons after the ngx-datatable v23 upgrade; fixed actions being unreachable on grids without horizontal scroll and layout issues on multi-card rows (e.g. employees tab).