- New funding CSV template option “Offsetting Entry” that can be toggled on or off (Settings > System Config > Funding CSV)
It adds an entry at the very bottom of the funding CSV file with the final total as an “offsetting entry”
- Unique Funding Batch ID’s
- Triumph Audit integration phase 1 and will begin having a client test the integration soon to help aid in the testing phase.
- Client portal – Rejected invoice tab is now visible on the client portal
- Client portal – Users can assign paperwork after submitting invoices by going into the documents tab within the invoice details.
- If accrued fees are set to begin day 1, you will now see these in the accrued ledger after funding has been finalized.
- BUG FIX: When using the “Remaining” button, extra decimals would appear in the payment amount that would not allow the payment to be posted. This bug has been resolved.
- New section added in “Permissions” for sensitive user permissions. Currently this includes a permission that will allow the user to bypass credit limits. Meaning, if the user has this permission, it will allow the user to approve invoices even if limits have been reached.
- Split payment: There is now a button that allows you to apply the current amount and automatically create a second (linked) payment with the remaining balance.