Update: Debtor Concentration Report – Account Executive Filter
We added an Account Executive (AE) filter to the Debtor Concentration Report. This enhancement allows users to filter the report by Account Executive, making it easier to analyze debtor exposure and concentration at a more granular, relationship-level view.
Fix: Broker Mode Dashboard Discrepancy
We resolved an issue that caused dashboard totals to exclude certain amounts for broker-mode clients. The dashboard now correctly includes broker-related balances, ensuring totals align across all displayed metrics.
New: Bill360 Billing Type
We added a new debtor billing type option, Bill360, for use with the Bill360 integration. When this option is selected, billing emails are sent from Bill360 instead of FactorCloud. This allows billing communications to be managed directly through Bill360 while preserving existing billing behavior for other billing types.
Fix: Due Date on Generated Invoices
We resolved an issue where the due date on generated invoices was always calculated using a hardcoded 30-day value. The due date now reflects the Payment Terms configured on the relationship. If no payment terms are set, the due date field will be left blank on the invoice.
Fix: Duplicate Rebill Labels
We resolved an issue where invoices that were rebilled could display duplicate rebill labels. Rebill labels are now properly consolidated, and users can remove labels and add collection notes to rebilled invoices without errors.
Update: Funding Instruction Changes Logged to Changelog
We added changelog tracking for updates made to funding instructions. When a funding instruction is modified, the changelog now records the change and displays only the updated values. This applies to funding instructions for clients, brokers, and vendors.
⏳ 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.
Write-Offs Workflow – Work is underway to introduce a structured workflow for writing off balances within the system. This will provide clearer handling, tracking, and visibility of write-offs once the workflow is fully released.