FC-25Q2 S9 (5/7-5/21)
New: View Reserve Balance When Creating a Release
You’ll now see the client’s current reserve balance directly on the Create Reserve Release screen. This helps prevent over-releasing by clearly showing available funds in real time.
Improved: Simpler Collection Fee Term Setup
We’ve removed the “Through” date field from Quick Generate for collection fees. Only the Start Date is now required, making the process more intuitive and less prone to confusion.
New: Export Feature for Internal Reports
You can now export and receive Settlement and Sales Commission Reports by email. Simply click Export Report, enter one or more email addresses, and the file will be sent upon completion.
Coming soon: Export options for Client Summary AR Changes and Aging by Debtor reports.
Fix: “Select All” Now Respects Filters
We’ve resolved a bug in the Pending tab where “Select 25 records across all pages” ignored filters. Bulk actions like Approve for Funding will now only apply to filtered results.
Fix: Duplicate Invoice Number Validation
We’ve implemented a safeguard to further prevent duplicate invoice numbers from being created under the same client. Previously, the system would allow duplicate invoice numbers if the debtor was different. Invoice numbers must now be unique per client, regardless of debtor.
Improved: Company Screen Search Filters
You can now filter by Company Name across the Clients, Debtors, Vendors, and Brokers tabs. Searches are tab-specific to improve precision and efficiency.
New: Autofill for Client and Vendor Funding Instructions
When creating funding instructions for Clients or Vendors, a new Autofill button pulls in company details like name, address, and contact info.
- Auto filled fields are highlighted and editable
- Available only to users with the appropriate permissions
This streamlines data entry and ensures accuracy.
Fix: "The entities are locked" Error When Posting Payments
We’ve resolved a bug that could cause the error message “The entities are locked” when posting payments.