🚀 Updates
Update: Credit Limit Validation Performance Improvement
We optimized the Credit Limit Summary and Credit Limit Validation steps during Approve for Funding and Funding to improve performance. Credit checks now use aggregated totals instead of loading all open invoices into memory, reducing processing time and improving scalability when working with large invoice volumes.
Update: Reports Page Organization
We updated the Reports page to improve organization and make reports easier to find. The screen now separates standard reports from Beta Reports, allowing users to clearly distinguish between finalized reports and those still under evaluation.
Each report is also now labeled to indicate whether it is a Superset report or an App/Internal report. In addition, a search bar has been added to the top of the page to quickly locate reports, along with filter options that allow users to view All Reports, Superset Reports, or App/Internal Reports.
Update: Payment Screen Total Amount Accuracy
We fixed an issue where the total amount displayed at the bottom of payment screens could occasionally be inaccurate when viewing payment lists. The total now correctly reflects the sum of the payments shown on the screen.
Update: Invoice Rebill Document Handling
We fixed an issue where regenerating an invoice during a rebill could leave the previously generated invoice document active in the Documents tab. The system now correctly replaces the old invoice document so only the newly generated invoice is attached and sent to the debtor.
⏳ 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.