Enhancements
'Customer Address' Email Variable
"Recipient address" is now available as an email variable (email templates and manual messages). The variable references the customer address fields in your ERP.
Bug Fixes
Dashboard
'Cash Trends' Widget: Fixed an issue where the Cash Trends widget was not displaying data for flat file companies. The widget now correctly shows payment transaction data for all company types.
'At Risk' Widget: Corrected currency conversion issues to ensure it displays the proper USD amounts for foreign currency invoices.
'First Name', 'Last Name' Variables: Fixed an issue where recipient first and last name variables were not populating correctly in email templates.
Campaigns
Tasks in Campaigns: Removed an unnecessary 'customer' selection dropdown from Task Creation in Campaigns. Task linking now happens automatically when campaigns run.
Workspaces
Formatting for Rich Text Fields: Resolved formatting issues when exporting invoice notes that contained tables or rich formatting. CSV exports now properly handle line breaks and special characters in note content without corrupting the export format.
Notes Export: Resolved an issue where extra characters and formatting artifacts appeared in the notes column when exporting the Invoice workspace. Notes are now separated cleanly with proper formatting.
AR Forecast
'Daily Trending Analysis' Chart: fixed a bug that broke the chart when the fiscal periods setting was changed. The chart now properly reflects custom fiscal period configurations.
Integrations
Converted Customer Balance: Corrected customer balance calculation issues for NetSuite users where converted balance amounts matched original balance amounts even when different currencies were involved.
Payment Prediction Dates: Fixed an issue for flat file customers where predicted payment dates were displaying incorrectly.