19 August: Version 4.7.0 – Check Preview for Print & Mail, Improved Error Validations, and More

Introduction

Released on August 19, version 4.7.0 brings impactful updates to improve form usability, sandbox automation, and check preview workflows. This release introduces a modernized form validation experience with inline error messages and clearer CTA feedback, reducing user friction and making form completion more intuitive. It also includes improved visibility into check previews, automatic sandbox provisioning for mobile users, and updated namving convention for Positive Pay files.

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✨ New Features

• Improved form validation and feedback: The Payor form now show inline error messages and keep the CTA enabled. Clicking the CTA highlights all issues and scrolls to the first invalid field, helping users quickly review and fix errors for a smoother, more intuitive experience.

• Check preview with invoice context: When selecting check previews from the Print & Mail dashboard, users can now see the associated invoice details for better context before printing.

• Sandbox assignment automation: New users who download the CashCloud mobile app are now automatically assigned to a sandbox environment until they purchase a subscription.

• Updated field descriptions: Refined tooltips and field descriptions to provide clearer instructions for users setting up digital workflows.

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➕ Improved

• Print & Mail service card text: Clarified that P&M is available for US-only addresses, ensuring user expectations align with delivery capabilities.

• Digital check wording consistency: Replaced all references to “e-Checks” with “Digital Checks” for brand and terminology consistency.

• Bank account template copy language: Improved instruction text for adding additional bank accounts.

• Naming convention of Positive Pay files: Positive Pay files will be automatically named in the format PosPay_[Bank's name]_[Payor name]_[Date with format yyyy.mm.dd]_[total batch amount], making them easier to identify.

• Loading state fixes for services: Improved responsiveness and error handling when toggling service configurations.

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🔧 Fixed

• Issue where logo was misaligned in certain check templates

• Filters not persisting across tab changes in invoice module

• Duplicated entry when uploading multiple invoices with the same name

• Incorrect check number formatting on preview exports

• Permissions not syncing correctly after adding a new user

• Batch export button misaligned on small screens

• “Retry” button showing incorrectly on printed checks

• PDFs showing blank pages on certain edge cases

• Several issues with Print & Mail status updates not reflecting real-time changes

• Invoice amount rounding errors now corrected

• Sandbox users were incorrectly showing in production admin views

• Tooltip overlapping labels on smaller screen widths

• Labels missing on advanced settings in digital check configuration

• Copy bank template was failing silently on timeout

• And 10+ additional fixes improving layout, responsiveness, and admin workflows