FC-25Q2 S7 (4/3-4/16)
FC-25Q2 S8 (4/16-5/7)
Dashboard (NEW) - more to come in the near future!
-
The Dashboard includes aging buckets displaying both amounts and percentages.
-
Additional balances are now visible, including Portfolio A/R Balance, Escrow Balance, Cash Reserve Balance, and Net Funds Employed (NFE).
Invoice Line-Item Feature
-
A new optional feature is available that allows users to add line items under each invoice by entering a code and amount. Codes must be unique, and the amounts serve as placeholders only (they do not affect the invoice total).
-
This feature can be enabled or disabled via Settings > System Configuration > Optional Features.
Manual Transaction Export
-
The Manual Transaction Export has been updated to include all columns displayed in FactorCloud for consistency and completeness.
Client Portal Access
-
The system now supports the ability for a single email address to access multiple client portals, where applicable.
Outstanding Receivables by Debtor Report
-
Users can now backdate this report to view historical data.
Invoice Screen Update
-
A new "Approve for Funding" tab has been added to the Invoices screen to provide visibility to approved invoices.
Invoice Search Enhancement
-
The invoice search function has been improved to disregard blank spaces, allowing for more flexible search inputs.
Invoice Import Update
-
Reference numbers are no longer required when importing invoices, simplifying the import process.
New Internal Reports
We have introduced several new reports built using our internal reporting framework. These reports feature a different layout from those generated via SuperSet and will require users to apply filters before data is displayed.
Note: Export functionality is currently in development and is expected to be released in the upcoming deployment.
-
Aging by Debtor Report
-
Sales Commission Report
-
Settlement Report
-
Client Summary – AR Changes: The “AR Changes” section of the Client Summary Report is now available. Additional sections are still in progress and will be rolled out in future deployments. For now, the new version of this report can be found towards the bottom of the report list. The previous version will remain available towards the top until our internal version is complete.