Statement Page

• Dispute popup window redesign 

• Ability to manage an open dispute: edit, resolve, add a comment, view history of changes. 

Manual reminders

• Manual reminders on customer/invoice level behavior improvement check Article for details

Worflow events

• Custom fields change event for Rules Engine

• Customer delayed event in a workflow

Email Settings

• Ability to pull an e-mail from address from a custom field for SendGrid - Details in the article

Additional enhancements 

• Communication page: improved dropdown for assigning customers to an e-mail - a list contains customer names and ERP IDs for easy search 

ERP ID can be used for a search by default

In order to see ERP IDs in the dropdown, go to Settings - Business Settings and enable a checkbox E-mail-Show ERP id in customers list , Save changes.

• Additional contact roles while creating a contact (Admin, HR, Controller) 

• Include a customer name from the customer portal in email Subject

• Credit Limit dynamic tag for email templates 

• A new column for Aging Report grid and Aging Report excel: Customer's currency balance

• Payment receipt contains a list of invoices paid 

*Release Date: March 20, 2021