November 12, 2026: product updates.

More precise check addressing

Add a check payee name and attention line to a contact’s address so checks reach the correct person or department with clearer delivery information.

Faster access to case details

The updated Case Details header brings inline editing and key financial information into a clearer layout, helping teams review and update case information more efficiently.

Easier duplicate contact management

Disbo identifies likely duplicate contacts before they are added. Teams can review and merge duplicate records, preserve the contact’s information, and undo a merge if needed.

A smarter recipient selector

Recently used contacts are easier to find, and medical providers and vendors appear when adding case costs, helping teams select the right recipient with fewer clicks.

Secure, documented API access

API tokens can authenticate and authorize external requests, while new API documentation gives development teams a clearer foundation for building approved connections with Disbo.

Import and connect general ledger activity

Import a read-only copy of general ledger transactions from a spreadsheet and link entries to the appropriate client ledger. Identical entries are automatically merged during import, helping reduce duplicate records and manual reconciliation work.

Connect ledger entries to deposits earlier

Link general ledger entries to Disbo deposits, including deposits that are still in progress, so accounting records can stay connected before the corresponding bank transaction arrives.

More complete three-way reconciliation

The reconciliation workbook now uses the general ledger for its book balance, and a downloadable reconciliation form provides a clearer record of the completed process.

More flexible transaction searches

Searches recognize equivalent amount formats, such as “1,400” and “1400,” making settlements and payouts easier to find.

More useful bank transaction records

Check numbers now appear in bank transaction tables, and case links remain attached across 24 months of transaction history, giving teams better context when reviewing older activity.

Stronger authenticator app protections

Authenticator app credentials are stored encrypted, repeated verification attempts are limited, and authentication codes cannot be reused, adding safeguards around account access.

Stronger organizational access controls

Additional checks help keep administrative actions within the correct organization and protect the account owner from being demoted or deactivated.

Safer user invitations and Google sign-in

Correcting an invitation email no longer removes an existing user, and Google sign-in requires a verified email, helping prevent access and account-management errors.

More two-factor authentication options

Users can choose SMS as a two-factor authentication method in Settings and receive a notification whenever their authentication method changes.

Clearer audit activity

Audit and case records refresh after linking or unlinking activity and display the related values, giving teams a more complete view of important account and case changes.

A clearer, more reliable experience