GENERAL UPDATES
Update: Broker and Vendor Import Queue Processing
We moved Broker and Vendor imports to asynchronous queue processing to improve performance and reliability. Uploads now respond faster while imports process in the background with visible Pending, In Progress, and Completed statuses. Progress percentages now update during processing, and completed imports display success and error totals. When errors occur, users can download an error file, make corrections, and re-import as needed.
Update: Payment Import Queue Processing
We moved Payment Imports to asynchronous queue processing to improve speed and reliability. Uploads now process in the background with visible status updates, progress tracking, and completion results.
Update: NACHA File Offsetting Entry Option
We added a new option to include an offsetting entry when generating NACHA files for factors that require balanced files. When enabled, the system will create a single debit offset entry equal to the total of all credit entries using the factor’s banking information. This setting is available under System Configuration and helps ensure NACHA files meet bank balancing requirements when needed.
Update: Client-Level Fuel Advance Type Controls
We added new client-level settings to control whether Fuel Advance Invoices and Fuel Advance Credits are allowed for each client. These settings are now validated during manual creation and imports, helping ensure only approved fuel advance types can be processed for each client.
Fix: Disbursement CSV Download Error
Resolved an issue where downloading a CSV from disbursements could return an error page in certain scenarios when the document file was missing. The system now properly handles regeneration of the file and prevents the related exception during download.
Update: Vendor Payment Date Editing
We added the ability to update Vendor Payment Dates for broker invoice fundings. Users can now click into the Payment Batch number, edit the payment details, and update the scheduled payment date for vendor payments when future-dated funding entries are created.
Update: Create Invoice Label Selection
We added an Invoice Labels field to the Create Invoice screen, allowing users to assign one or multiple labels during invoice creation. Selected labels are automatically applied once the invoice is created.
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⏳ 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.
• 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.
• Referral Partner Commissions – We are working on a new Referral Partner Commission feature that will allow tracking and reporting of commissions for non-factor partners. This includes configurable commission structures and reporting to provide visibility into earnings by client and partner.