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12 Jan: Version 5.6.0 – Payee Data Model Upgrade, ACH Flexibility, and Smarter Batch Statuses

Version 5.6.0 delivers a major upgrade to payee management and payment accuracy across the platform. This release introduces a new Payee Data Model, enabling multiple bank accounts per payee and a fully redesigned Payees experience. It also adds greater flexibility for ACH routing configurations, improves batch status accuracy, and expands bulk actions for managing payee invitations.

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✨ New Features

  • New Payee Data Model & Payees Redesign: Introduced a new underlying Payee Data Model that supports multiple bank accounts per payee, alongside a complete redesign of the Payees module for improved clarity, navigation, and scalability.

  • Flexible ACH Routing Configuration: Added support for configuring an ACH-specific routing number, separate from routing numbers used for checks and digital checks, providing greater control over payment processing.

  • Accurate Batch Status Based on Payment Outcomes: Updated batch status logic so that when all payments share the same outcome (e.g., all voided, rejected, or canceled), the batch status accurately reflects the true state of the batch.

  • Bulk Actions for Payee Invitations: Added the ability to bulk re-send and cancel payee onboarding invitations, streamlining payee management for teams working with large volumes.

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➕ Improved

  • Payees Experience: Improved responsiveness and visual consistency across the redesigned Payees module to support the new data model.

  • Payments Visibility: Enhanced status clarity and alignment between batch-level and payment-level states.

  • General UX Refinements: Improved interaction patterns and consistency across forms, tables, and modals.

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🔧 Fixed

This release includes 36 bug fixes across the platform, focused on improving stability, accuracy, and day-to-day usability.

  • Payees & Invitations: Fixed issues related to payee visibility, invitation state handling, and UI inconsistencies in the Payees module, including edge cases introduced by the new data model.

  • Payments & Batches: Resolved issues where batch and payment statuses could become misaligned, corrected state transitions for canceled and rejected payments, and fixed inconsistencies in batch-level indicators.

  • Bank Accounts & Routing: Addressed validation and display issues related to bank account configuration and routing number handling.

  • Outputs & Documents: Fixed errors affecting output generation, downloads, and document rendering under specific conditions.

  • UI & UX: Corrected layout, alignment, and responsiveness issues across tables, modals, and forms, particularly in high-density views.

  • Performance & Reliability: Resolved backend and frontend issues that could cause unnecessary requests, delayed updates, or inconsistent data refreshes.

Next19 Dec: Version 5.5.0 – Digital Output Enhancements, Data Import Improvements, and Fixes

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