WickedFile 2.0 is a rewrite rather than an update. The daily job is the same, the navigation is arranged differently, several things are called something new, and some features do not exist in this version.
This article maps the old product onto the new one. It covers where the screens went, which terms changed, what has been removed and what to use instead, how returns work now, and what has been added. If you are looking for one specific feature, the table of things that are gone lists it with the nearest alternative.
The nav changed shape
The previous version had eight or nine places to go. This one has six, and the AP Hub absorbed most of the work.
Old | Now |
AP Hub, four tabs | AP Hub, two tabs: Invoices and Statements |
AP Hub > Transactions tab | Transaction Viewer, its own nav item |
AP Hub > Document Issues tab | The Needs review drawer, opened from the pill above the tabs |
AP Settings, its own page | Settings > AP Part Codes |
Search and Lookups | One search box at the top of every screen |
Tasks, a list page | Manager Dashboard |
The layout of the new AP Hub is described in The AP Hub: what you are looking at.
Vocabulary that changed
In each of these cases the concept still exists and only the label changed.
Old term | New term |
Untraceable PO Number | Uncategorized Spend |
Inventory Purchase | Inventory |
Shop Supply Purchase | Shop Supplies |
Office Supply Purchase | Office Supplies |
Pending AI Analysis | Pending AI |
Document Issues, or triage | Needs review |
Verified and Unverified statements | Received, Reconciled, Ready to pay, Approved |
Missing AP Docs | Review N lines |
Assignments | Tasks |
Things that are gone
These have no replacement in this version. The second column gives the nearest alternative where there is one.
Gone | What to do instead |
The old reporting section and all six of its report types | The six nav surfaces each answer a specific question. There is no query builder. |
The prebuilt reports that shipped with it | Same. The questions they answered are now built into the screens. |
Ask Navigator | Spark, the assistant, which queries live data rather than summarising a report. |
Folders | Nothing. Use tasks to hand work to a person. |
Email Alerts and Trackers | Nothing. In-app notifications only, from the bell. |
Risk Ratings on screen | Nothing. Work the red flags in the AP Hub instead. |
The Repair Orders list page | Repair orders are still there and still matched. There is no page that lists them. |
System Status page | Nothing. |
Account page and Scan Counts | Nothing. Billing lives under Settings > Locations. |
Print a return slip | Nothing. See the note on returns below. |
Google Drive upload | Not supported. Use drag and drop, a paired scanner, or the mobile capture app. |
Custom workflow statuses | Status is now a fixed three: Needs review, Ready to pay, Exported. |
Returns work differently
The previous version let you mark a part Returned to Vendor, which gave the line a yellow code while you waited for the credit. That state does not exist in this version. There is no yellow tier and no return slip.
A part you have sent back stays at Bought for RO Not Sold until a matching credit memo arrives, at which point it changes to Credited by Vendor on its own. No manual step is needed at either end.
The effect on your screen is that the red count tracks money that has not come back yet, rather than returns you have recorded. A part stays visible until the credit arrives. The codes are covered in full in Part codes: what every colour means, and the design of this behaviour is covered in Returned is not credited.
Things that are new
New | What it is |
Matrix Violations | Parts sold outside your own pricing bands, with the dollar gap. |
Parts Matrix in Settings | The pricing standard itself. In the old product a matrix was only a report filter. |
Needs review carve queue | One PDF is split into many documents automatically, and boundary problems are flagged. |
The document workspace | Full screen, scan beside data, with line item correction and an audit trail. |
Match to RO | Pair invoice lines to repair order parts by hand when the PO number never connected them. |
Bank payment matching | Statements show the card or bank payment that settled them. |
Spark | An assistant that answers questions against your live data. |
Mobile capture | An installable phone app for photographing invoices at the counter. |
Vendor Hub | Triage unrecognised vendor names, write recognition rules, merge duplicates. |
Roles and per shop access | Admin, manager and viewer, assignable to specific locations. |
Integrations are no longer self-serve
The Integrations panel in Settings is read only. Connecting or changing an integration is handled by the WickedFile team.
Tekmetric and Shop-Ware are live. Several other shop management systems are marked coming soon, as are QuickBooks Online and Dropbox. Bank and card connections through Plaid are the one thing an admin can still connect directly.
What has not changed
The daily job. You work invoices through the month, place the money, use statements as the final check before you pay, and chase credits while the return is recent.
If that was your rhythm in the previous version, it still is. Your daily, weekly and monthly checklist describes the same shape.
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