🚀 Updates
Update: Payments Date Accuracy for QuickBooks Sync
We fixed an issue where late-posted payments could be excluded or reflected under an incorrect date when filtering, exporting, or syncing payments to QuickBooks. Payment dates now align correctly across filters, exports, and QuickBooks integrations.
Update: Optional Fees for Fuel Advances
We updated fuel advance creation to allow a $0.00 fee when using FA Invoice (Regular), giving clients the option to issue fuel advances without requiring a fee.
Update: Fuel Advance Issue Date
We added an optional Issue Date field to fuel advance credits, allowing dates in the past or future. This field is available as a column on the Fuel Advances list and on the fuel advance detail screen.
Update: Client Portal Login Experience
We fixed an issue where the Client Portal could load a blank page on initial login. Users are now directed to the dashboard as expected after signing in.
Update: Payment Label Editing
We fixed an issue where labels could be added but not removed when editing a payment. Users can now both add and remove labels as expected.
Update: Import Error Reporting Accuracy
We fixed an issue where import summary reports could display incorrect success and error counts when processing large import files. Import results now accurately reflect the number of records successfully created and those that failed.
Update: Credit Fuel Advance Batch Actions
We fixed an issue where moving or rejecting a single credit-type fuel advance from a batch could fail. Batch actions now work correctly whether one or multiple credit fuel advances are selected.
Update: Editable Document Types
We added the ability to change a document’s type after it has been uploaded, making it easier to correct document classification directly from the Company Documents screens.
Update: NACHA File Improvements
We updated NACHA file generation to ensure the factor’s name is correctly reflected as the originator and to support a wider range of valid bank account numbers, improving accuracy, compliance, and compatibility across financial institutions.
🔌 API Changes
Update: Fuel Advance API Enhancements
We enhanced the Fuel Advances API to include funding type and associated payment fee details, improving reporting accuracy and reducing the need for additional reconciliation lookups.
⏳ In Progress (Not Yet Released)
The following items were not included in this deployment and 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 – The Write-Offs Workflow is complete and currently in testing. This structured workflow provides clearer handling, improved tracking, and better visibility of write-offs, and will be released upon request.
Cost of Funds – Introducing invoice-level cost of funds tracking. This enhancement will allow factors to configure an interest rate and view the cost of funds calculated per invoice based on outstanding advanced amounts.
On Account Payments – We are actively working on support for On Account payments, allowing payments received without clear invoice allocations to be tracked, reported, and later applied accurately. This work lays the foundation for improved visibility into unallocated and on-account balances across clients and debtors.