FC-25Q1-S5 (3-6 TO 3-20)
- Payment Withdrawal Issue: Previously, users were unable to withdraw a payment on the same day it was applied if it had been entered into the system earlier and remained unapplied. This has been resolved, allowing same-day withdrawals regardless of the original entry date.
- Accounting Screen Update: Portfolio totals have been removed from the top section of the Accounting screen and replaced with NFE details for improved clarity.
- Changelog Language Update: Spanish text should no longer appear in the Client’s changelog. If you encounter any instances of Spanish in other areas of the system, please let us know.
- AE Filter Enhancement: The AE filter has been added to the following screens: Companies, Fuel Advances, Funding/Funded, Payments, and Chargebacks.
- NF Invoice Visibility: Resolved an issue where NF invoices were not appearing on the Client Portal.
- Client Portal Document Upload: Fixed a bug that was causing errors when uploading documents.
- Debtors Screen Pagination: Pagination has been added to the debtors screen within the Client Portal to enhance performance and usability.
- Changelog for system config screen: Added a new changelog to the system config screen. This changelog only reports changes to the benchmark rates at this time.
- Internal Credit checks: added the ability to do internal credit checks for client and debtor relationships.