Royalty Manager: Master Invoice Notifications and Usability Enhancements
Master Invoice now makes it easier to share invoice details, review complete invoice information, and work through master-level invoices more efficiently. These updates reduce manual follow-up and improve invoice review and reporting workflows.
What’s New
Send email notifications for Master Invoices: Users can now send invoice details directly from the Master Invoice to Master Franchisee owners
Expanded invoice details: A new Expand All action lets users open all invoice sections at once for faster review
More complete invoice emails: Email content can include key invoice details such as reporting period, total sales, additional fees, itemized fees, total tax, total invoice amount, open balance, and Master Franchisee information
Advanced Master Invoice Summary filters: Users can now filter Master Invoice Summary by key system fields such as Master Franchisee ID, Master Owner, Invoice Date, Report Period, Payment Status, and Master Name
Custom field filtering: Master-level text and date custom fields can also be used to refine invoice results
Bulk Export as PDF: Users can now export multiple master invoices at once in PDF format
Get Started
Navigate to Royalty Manager > Master Invoice to send invoice emails or expand invoice details
Navigate to Royalty Manager > Master Invoice Summary to apply filters and bulk export invoices as PDF
Royalty Manager: Multi-Brand Chart of Accounts for Sales Reporting
Multi-brand organizations can now maintain separate Charts of Accounts for each brand within a shared system. This gives finance teams more flexibility to align sales reporting to each brand’s financial structure and reduces manual workarounds in reconciliation and reporting.
What’s New
Multiple COA support by brand: Each brand can now maintain its own Chart of Accounts within a multi-brand environment
Brand-level financial structure: Sales categories and financial mappings can be managed independently for each brand
Improved reporting alignment: Reporting can now better reflect brand-specific accounting and financial requirements
Get Started
Navigate to Admin > Financials > Sales Categories
Map the appropriate Chart of Accounts by brand
Information Manager: Segment Sharing and Improved Search
Segments now give teams more control over who can access shared segments and make them easier to find through Global Search. This helps users manage visibility more appropriately and locate the right segment faster.
What’s New
Expanded access options: Set segment visibility to Public to All Users, Public to Corporate Users, Private, or, where enabled, specific Divisions, Regions, or Role-based Groups
Role-aware sharing: Available accessibility options adjust based on the user’s role
Global Search support: Search for segment records directly from Global Search
Expanded search criteria: Search by Segment ID, Segment Name, Segment Category, and configured custom fields
Admin search controls: Admins can choose which custom segment fields are searchable
Consistent visibility across the platform: Segment accessibility is respected across search, reports, exports, and APIs
Get Started
Navigate to Information Manager > Segments
Create or edit a segment
Choose the appropriate Accessibility option
Use Global Search to find segment records by supported attributes
Other Updates
Operations: Expanded Access Controls for Self-Assessment, Incidents, Overview, and Reports
Access controls are now more consistent across Self-Assessment, Incidents, Overview, and Reports. Admins can manage permissions through Role Management, users only see the areas they can access, and permission rules now align more closely with the structured privilege model already used in Visits.
Playbook Tasks: Preview Attached Resources
Users can now preview common file types attached to Playbook Tasks directly within the Resources section. This makes it easier to review supporting documents while creating or updating tasks without downloading them first, with support for file types including Word, Excel, CSV, text, PowerPoint, and PDF.
Sales and Information Manager: Document Upload API Support
New REST API support for document uploads in Sales and Information Manager makes it easier to manage documents programmatically, access document metadata, and support more efficient integrations across external systems and workflows.