New: Create and Edit Option When Creating Companies
A new Create and edit button has been added to the bottom of the Create Company screen. This allows users to create a company and be taken directly into the newly created company’s detail screen.
New: Teams Tab Added to Client Details
A new Teams section has been added to the Client/Broker details screen. Users can view all teams, add existing teams to a client, and remove assigned teams when needed.
New: Team Filter Added to Invoices
A new Team filter has been added to the Invoices screen, allowing users to filter invoices by a single team for more targeted review.
New: MC & DOT Fields When Creating a Company
When the Industry Type is set to Transportation, the Create Company screen now includes optional MC# and DOT# fields. These fields are not required.
Update: Due Date Required Setting for Invoice Creation
A new factor-level setting allows Due Date to be required on invoice creation. When enabled, the UI will prompt for a Due Date. If no Due Date is entered and no payment term exists, an error will be shown. The same validation now applies to invoice imports.
New: Debtor Dashboard
A new dashboard has been added inside the Debtor profile showing key metrics including outstanding balance, available credit, average days to pay, aging buckets, oldest invoice, last funded date, and top clients by open AR.
Report Changes
New: Buyout Report
A report that calculates how much it would cost to buy out a client by combining their AR balance, fees, and reserve amounts.
New: Fuel Advance Report
A report that provides detailed information on all open fuel advances.
Combined: Client Report and Debtor Report
These reports were combined to create the Company Details Report
Reports being removed on 12/15/25
Aging Report - replaced with "Current Aging Report"
Aging Details Report - replacement being "Aging by Debtors Report"
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:
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.