This quarter, we launched tools that help you get ahead of the scary stuff before it creeps into your kitchen on a Saturday night.Here's what we've been brewin':

• Real-time plate and pour cost alerts to protect your margins
• Meet your brand-new in-app AI assistant
• Smarter budget tracking at a glance
• Effortless sales forecasting with deeper performance insights

💬 Support

Meet Tom - your new in-app AI assistant

Need a quick answer or a hand finding something in MarginEdge? Say hi to Tom, our new chatbot. Tom helps you find the right resources faster — and if you still need a human, our Support team can jump right in with full context.

📄 Invoicing

Estimated product pricing

Updated EDI invoice modes

Memo lines on invoices

📊 Reporting

Sales Forecast added to Sales Comparison Report

Sales Forecast enablement for everyone

All MarginEdge customers now have Sales Forecasting automatically turned on! It delivers more accurate predictions right out of the box and connects directly to key reports like budgets and sales comparisons for a clearer view of performance.

Budgets on P&L

🍳 Recipes

Allergen matrix in Recipe export

Recipe exports now include an allergen matrix — following the industry-standard format used by brands like Just Salad, Shake Shack, and McDonald’s. Perfect for training and compliance.

Print recipes in bulk

Need a binder for your kitchen? You can now print up to 50 recipes at once — great for teams who prefer to work from paper during prep or service.

Plate & pour cost alerts

Keep your margins in check with real-time alerts when a dish’s plate or pour cost goes outside your target range. Get notified before those changes hit your P&L. Set an alert.

Add photos to recipe steps

Show, don’t tell. You can now add images to each step of your recipe, making it even easier for your team to follow your exact process.

💸 Bill Pay

AP aging summary

Quickly see what’s due and when with a refreshed AP Aging view. Manage payables by vendor or due date to stay ahead of cash flow.

Bill Pay vendor setup refresh

Vendor setup got a glow-up! The new interface is cleaner, faster, and easier to navigate — with bulk enable options and smart checks for required fields. 

Multi-factor authentication (MFA)

Security just got stronger. MFA is now required for all Bill Pay users, helping prevent fraud and unauthorized access.

Surfacing payment failures in Bill Pay

When a payment (Check or MEEP) is moved to Failed status, [ME] staff are now prompted to add a short explanation using a new text box that appears after selecting Force Change Status or Cancel VCC.

That note will appear whenever a user with the right permissions clicks the Failed status in Bill Pay → Payments, giving staff and customers immediate clarity on why a payment didn’t go through.

Company Bill Pay improvements on loading time

To use Company Bill Pay, all units must share the same connected bank account across tenants. Each tenant needs that account imported or added individually before bills can be paid from the Company View.

We also reduced loading times for the Invoices and Payments screens by fetching data in grouped batches — cutting down the wait and making it faster to review and process payments.

🏪 Multi-unit tools

PMIX copying

Running multiple units with similar menus? You can now copy PMIX mappings from one store to another — saving hours of setup time.

Purchase Report

Gain visibility into product pricing across all your locations with the new Multi-Unit Purchase Report. Quickly spot inconsistencies and ensure teams follow purchasing guidelines.

Menu price overrides

Set location-specific menu prices directly in MarginEdge. Perfect for operators who adjust pricing by market — think NYC vs. Florida.

🔗 New integrations

Qu POS integration

We’re now fully integrated with Qu POS! You can pull in sales, PMIX, and labor data — making MarginEdge even more flexible for franchise groups and enterprise operators.

📱New in mobile

Declining budgets (desktop + mobile)

Budgets just got smarter. You can now see how you’re pacing through your budget — not just what’s left. Check it on desktop or mobile to stay on track before the month ends.

Recipe viewer

You can now view, scale, and search your recipes directly in the mobile app — complete with photos and videos. Whether you’re training new staff or double-checking prep details mid-service, you can now do it all right from your phone.

🌯 That's a wrap

From forecasting smarter to automating payables and keeping recipes tight, these updates are all about helping you run smoother operations.

Check out our full help center for detailed how-tos on each feature → help.marginedge.com

Every hour you spend chasing numbers is one you’re not spending running your restaurant. Our Professional Services team helps you get that time back.

Maybe you’re finally ready to see your theoretical usage but don’t know where to start. Or maybe you just haven’t had time to map your PMIX (honestly, who does?). Maybe you’re expanding and need help getting every unit talking to each other. Whatever the case, our experts dig in beside you — cleaning up your data, connecting your systems, and building a setup that actually works the way you do.

Learn more about Professional Services.

✨What's new with [me]

Spotted [me] on the road? The past couple of months have been a whirlwind of amazing events! We kicked things off in Nashville at the incredible CREATE25, where we connected with some of the brightest minds in the restaurant industry. From there, we two-stepped straight to Las Vegas for the always-epic Intuit Connect Show. It was an absolute blast catching up with partners, accountants, and old friends - plus soaking in all the Vegas vibes. What a ride!

Look at [me] go! This past quarter has been nothing short of amazing - we’ve soaked up the sunshine and welcomed 27 incredible new [me]ople to the MarginEdge family! 🎉 Our award-winning team is growing fast, and we’re always on the hunt for talented, passionate individuals to join us. Know someone who’d be a perfect fit? Or maybe it’s you? Check out our website and let’s make it happen! 🚀