Export Function: An export button has been added to both payments and invoices screens.
System default: A new 'System Defaults' tab has been added under Settings. This feature allows you to configure default settings that will automatically apply when new companies are added to the system.
Approve for funding blade: The cash reserves balance has been added.
Invoice Documents: Documents can now be added to invoices at any stage, whereas previously, the system restricted adding additional documents once an invoice had been funded.
Manual transactions Search Improvements: The contents of notes are now searchable within the Manual Transactions tab on the Ledgers page.
Bulk Association: The system now supports associating a client with multiple debtors simultaneously, rather than one at a time.
Invoice Rebill: Invoices can now be easily resent by navigating to the Funded tab on the Invoices page, selecting the desired invoice, and clicking the 'Rebill' button located at the upper-right corner of the page.
Payment Batching: Multiple payments can now be grouped as a batch and assigned to a specific user for posting. To create a batch, select the desired payments and click the 'Create Batch' button at the upper-right corner of the page. A batch number will be automatically generated, though it can be customized. After assigning a user, click 'Create Batch' to confirm and finalize.
Debtor Documents: There is now a Documents tab in the debtor’s profile, the document types currently available are Payment, Tax Document, and Other.
System wide filter options: You will now see additional filter options system wide.
Internal Credit Requests: - If a user does not have the permissions “can create/edit clients” and “can create/edit debtors” they will not be able to update credit independently. Instead, they will need to submit an internal request to update credit that will require approval from someone that does have these permissions. The internal requests can be managed in the Credit Request page found on the left side menu.
Chargeback Notes: A note section is now available for use when processing a chargeback, allowing you to add any necessary information.