Payment Account Management Update: You may now manage payment types by navigating to the System Configuration section within the Settings menu. Under "Payment Accounts," you can add, edit, or remove payment methods as needed.
Funding CSV Leading Zero Issue: We have resolved an issue where leading zeros were being omitted from the funding CSV files for some clients.
Country Placement on FC-Generated Invoices: The country placement on FC-generated invoices was previously incorrect. This issue has been corrected, and the country now appears in the proper location.
Debtor Invoice Delivery Settings: The default settings for this feature will only apply if the "Invoice Delivery" section within the debtor profile is left blank. To streamline this process, we have updated the system to ensure that this section is blank by default when creating a new debtor, allowing the system to automatically reference the default settings.
You can manage these default settings by navigating to "System Configuration" in the Settings menu and selecting "Email Templates," specifically the "Billing Template."
Invoice Labels: A new labeling system has been introduced for invoices. You can add, edit, or remove labels by navigating to "System Configuration" under the Settings menu and select "Labels".
To assign a label to an invoice, simply open the invoice and navigate to the "Label" section located on the left side of the invoice details page.
Credit Info Notes: Credit Info note sections have been added into the profiles of Clients, Debtors, and Brokers. Any changes to these note sections will also appear in the profile's changelog.
Payment screen changes
- Merged Client and Broker into Company column
- Changed “Date & Time” column name to “Created on”
- Added “Account” column
- Added “Reference Number” to invoice table in Payment Preview Screen
- Updating Payment Preview Balance in real time when adding invoices to payment
Invoice screen changes
- Added “Reference” column in Invoice Table
- Added date range filter for Invoice date and Funding date
- Added amount range filter for Invoice Amount
Collection changes
- Changed column name “Age of Invoice” to “Days Aged”
- Added “Days Outstanding” column
- Added “Invoice Date” column
- Added “Funded Date” column