Release 2026.06.03: safer email intake, custom fields, and faster invoice entry

Review suspicious email before processing, shape records with custom fields, and create invoices with a live document preview.

What changed

Review suspicious email before processing, shape records with custom fields, and create invoices with a live document preview.

How this affects your work

The available fields, labels, and actions still follow your company configuration, connected ERP capabilities, role, and assigned access. Review the current record state before using a changed workflow.

What to do

No release-wide setup is required unless an administrator sees a new configuration control. Open the relevant workspace, review a representative record, and use the Help Center’s current canonical guidance for the task.