New: Client Portal Dashboard
We added a new Client Dashboard to the Client Portal. This provides clients with a high-level view of their portfolio, including key data such as outstanding AR, cash reserves, and escrow.
New: Company Teams Management Screen
A new Company Teams Management screen has been introduced, allowing users to view all teams, create new teams, update existing teams, and delete teams as needed. This enhancement improves organizational clarity and provides greater visibility across team structures.
Please Note: While the core functionality to create and manage teams is now available, additional enhancements are still in development. Further updates will be announced as progress continues.
Update: Instant Payment Method
We added support for a new payment method type: Instant. This update includes backend and UI enhancements that allow users to create, update, and manage Instant funding instructions. The new type is now available in the Preferred Payment Method dropdown when setting up Funding Instructions.
In Progress (Not Yet Released)
The following items are currently in development and were not included in this deployment. These will be released in future updates:
Company Teams – Enhancing company profiles to support team structures and visibility controls. Further development to this feature still in progress
Over Advances – Introducing improved handling and tracking of over advance amounts.
Client Summary Report (Rebuild) – Rebuilding the Client Summary Report using our new reporting architecture for improved performance and accuracy.