> For the complete documentation index, see [llms.txt](https://changelog.getcashcloud.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://changelog.getcashcloud.com/july-2026/21-jul-version-6.8.0-get-started-enhancements-check-reference-numbers-and-payee-invitation-sort.md).

# 21 Jul: Version 6.8.0 – Get Started Enhancements, Check Reference Numbers, and Payee Invitation Sort

This release makes it easier to get new users up and running, manage payee invitations at a glance, and access richer payment detail directly in reports. Six bug fixes round out the release, bringing added reliability to PayShift, billing settings, and the platform's overall interface.

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**➕ Improved**

* **Get Started Widget Enhancements:** Added more setup steps to the Get Started widget, making it easier for new users to complete their initial configuration and reach their first payment sooner.
* **Payee Invitation Sorting:** Added sorting to the payee invitations table across the Name, Email, Status, Deposit Method, and Payee ID columns, so teams can quickly find and manage pending invitees.
* **Payee Name Matching:** Improved how payee names are evaluated during import and matching, so minor formatting differences — such as special characters or name prefixes — no longer result in false duplicate payee records.
* **Check Reference Number in Report Templates:** Added a Check Reference Number column to Report Templates, giving teams a clearer view of payment detail directly within their reports.

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**🔧 Fixed**

* **6 bug fixes** were included in this release, focused on improving PayShift permissions, payment routing, and general UI consistency.
* **PayShift:** Fixed issues where the PayShift feature was incorrectly visible to users in the Print Manager role, and where payments were routing to the PayShift tab instead of Disburse.
* **Plans & Billing:** Resolved an issue where the auto-recharge toggle was not re-enabling correctly after a user chose to keep it active.
* **Payments & Processing:** Corrected a visual misalignment in the completed payments tab.
* **General UI & Copy:** Fixed a display issue with the SFTP password field and corrected a padding inconsistency on the Payors button.