30 May: Version 4.3.0 – Checkbooks Module, Role Improvements, and Security Hardening

Released to production on May 30, version 4.3.0 introduces the new Checkbooks module — a major feature that allows users to configure and print checkbooks with custom settings. This addition streamlines check issuance workflows for clients who print checks internally. The release also includes the new Support role for the CashCloud Support team, notifications for Guest Signers, enhanced permission logic, and critical security improvements.

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✨ New Features

• Checkbooks Module: Users can now configure and print physical checkbooks directly from the platform, based on document templates created in Design Studio.

• Implement "Support" Role for Printech/CashCloud Employees: A new internal-use role that enables controlled access for support and troubleshooting in client's instances, with strict permission limits.

• Notify guest signers when user uploads their signature: Guest signers are now automatically notified when their signature is uploaded by an admin.

• Permissions Enhancements: Additional controls for managing access to new features like Checkbooks and Print & Mail.

• View and purchase CashCloud credits: Owners and Admins can now monitor and purchase platform credits for Print & Mail.

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➕ Improved

• PayShift Module Responsiveness: Improved layout and usability on mobile and tablet views with responsive design upgrades.

• Security Hardening: Introduced new security measures when it comes to account creation.

• Clearer distinction between guest and internal signers: Improved logic to prevent permission leakage between internal users and guest signers.

• Last Check Number Display: Displays the most recent check number issued for easier setup and tracking.

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🔧 Fixed

• Fixed pagination issues in the Users tab when switching tabs

• Added missing CTAs and tooltips in various modals and alert messages

• Fixed check number validation logic in checkbook configuration

• Resolved UI issues with credit plan visibility and Print & Mail toggles

• Corrected role-based access logic for guest signers, Print & Mail, and CashCloud Credits

• Fixed modal behavior when inviting or deleting users

• Corrected email subject lines, icon displays, and MICR formatting inconsistencies