Releases / Release Notes

September 2019 Release Notes

Rules Engine Actions

  • 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*


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