Enhancements
Display Up to 8 Aging Buckets
Companies who configure more than 6 aging buckets will now see data for those extra buckets (up to 8) across all dashboard widgets and and workspace charts.
Resizable Column Widths in Workspaces
Users can now directly resize column widths in workspace tables by dragging column boundaries. Width adjustments are saved per workspace and persist across sessions (note that minimum and maximum width constraints apply).
'Self-Serve' Payment Portal Link Refresh
When payment portal links expire, customers are now automatically redirected to a page where they can request a fresh link by providing their email address (refresh requests are allowed for up to 90 days after link was sent).
'Customer Country' Added to Customer Drawer
Customer country information is now available on the customer record in the Customer workspace.
Bug Fixes
Dashboard
Promise-to-pay 'touch activity' tracking: Resolved an issue where touch activity filters were not properly recording when users set promise to pay dates on invoices.
Workspaces
Resolved missing customer balance data: Fixed an issue where customer balance data was not included when downloading or exporting invoice data.
Improved note content handling: Fixed formatting issues when exporting invoice notes to CSV files, particularly when notes contained tables or exceeded Excel's character limits. Notes are now cleanly rendered and properly separated and formatted for clean display in Excel and other spreadsheet applications.
Campaigns
Removed incorrect options from campaign steps: Eliminated the option to select individual invoices or customers when adding a 'Task' as a campaign step.
Enhanced protection against duplicate campaign emails: When an invoice is referenced to create a campaign email, a 'lock' is put on that invoice for 30 minutes while the campaign queue process completes to avoid accidental duplication.