New action to assign sales rep
New action to assign customer success
New action to include invoice in workflow
Search Improvements
Search by invoice number on Invoices page
Search by customer on To Do page
Aging Report
Display percentages for each aging bucket
Apply filters to aging details export
Statement Page
Ability to optionally utilize saved payment methods from the customer portal
Communications
Unassigned AR filter to easily located emails from customers that are not assigned to an AR specialist
*Release date September 21, 2019*