v2026.15.0 — Faster Workflows & Smarter Spend Controls

Yuliia Shatybelko

June 16, 2026 13:02

This update is all about making your day-to-day operations smoother. We’ve unlocked advanced delegation tools for assistants, upgraded our accounting sync for total precision, and added tighter automated guardrails to keep your reporting flawless.

Seamless Expense Delegation
Executive assistants and admins can now seamlessly manage and split complex expenses directly on behalf of the team members they support.
 

• Why it matters: Controls stay securely aligned with the expense owner's permissions, while assistants get a friction-free workflow without the constant back-and-forth.

 Accounting Integrations Built for Scale
 

• QuickBooks: You can now choose to match transaction and due dates to exact expense timestamps for cash expenses, ensuring perfect ledger accuracy.
• NetSuite & Priority: Enjoy seamless credential updates without ever risking your customized export mappings or default settings.

Smart Procurement & Automated Budgets
 

• No More Orphaned Allocations: When a purchase order is ended or canceled via your ERP sync, Custodia instantly and cleanly closes the related budget group. This automatically unlocks tied-up capital and prevents allocation errors.
• Flawless Merchant Data: To eliminate typos and messy reporting, free-text merchant entries have been replaced with a smart autocomplete list across all spend permissions and activities.

Updates for Cal Partner Admins
If you manage a Cal-issued card platform, this release introduces dedicated management tools built directly into your dashboard:
 

• Cal Platform Config: Seamlessly manage entries inside your Cal card-issuance wizard.
• ICC Master Merchants: Quickly search, edit, deactivate, or bulk import/export master merchants via CSV to keep your transaction ecosystem clean.

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• Official comment

  

  Yuliia Shatybelko

  June 18, 2026 14:15

  Thank you for your comment, Ivan!

  We truly appreciate your feedback. We're continuously working on improving the platform and introducing new features to make the experience even better!

  Stay tuned for more updates!
• 

  Ivan Markov

  June 18, 2026 14:10

  Nice release! The automated budget controls stood out to me the most. Anything that reduces manual cleanup and helps keep budgets accurate is a win. Looking forward to trying these new features.

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