MC# limit: The limit has been bumped up to 20 digits to avoid running into this issue in the near future.
Terms (collection fees): Pagination was added to the collection fees section within terms.
Company Column: A Company column was added throughout the system to combine Broker Clients and Clients into one column.
Company Users Roles/Permissions: For the client portal users, you can now choose to give them access to all debtors or none at all.
Fund CSV: Client's MC# is now an option for the fund CSV customization settings.
Additional Fees Bug Fixed: Issue adding notes for additional fees when approving invoices for funding. The system would not allow additional fee notes if the reserve was not also filled in.
Bug fixed with Deleted Invoices: If an invoice was deleted, you can recreate the invoice but if moved to rejected, not able to move back to pending. This would also prevent an OOS from being created if the same invoice was previously deleted.
New Sort & Filter options
- Collection screen can now be filtered by Account Executive, Collection Agent, and Days Aged and Days Outstanding. Collections can also be sorted by Days Aged and Days Outstanding.
- Invoice screen can now be filtered by Account Executive.