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10 Apr: Version 6.2.0 – SSO, Smarter Output Statuses, and Workflow Improvements

Version 6.2.0 introduces important updates to authentication, payment visibility, and day-to-day operational workflows. This release adds SAML SSO, improves Output Status tags by separating in-progress items from those requiring action, and includes a broad set of enhancements across Payments, Print & Mail, Error Logs, and Plans & Billing.

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✨ New Features

  • Single Sign-On (SSO): Added support for SAML SSO, making it easier for organizations to manage secure user authentication through their identity provider.

  • Improved Output Status Tags: Updated Output Status tagging to distinguish between Needs Action and In Progress, giving users clearer visibility into payment and output workflows.

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➕ Improved

  • Payments Loading Experience: Added skeleton loading to the Payments module for a smoother and more responsive experience while data is loading.

  • Payments Module – New Design System (Part I): Brought the first phase of the new design system to Payments, including refreshed headers, KPI cards, banners, and action buttons.

  • Batch Organization: Added sorting to the Date column in Batches for easier chronological organization.

  • Print & Mail Permissions: Improved Print & Mail behavior for non-owner and non-admin users with the appropriate permissions.

  • Print & Mail Controls: Added the ability to void checks with a mailed status and improved controls to enable or disable the Print & Mail service.

  • Payments Completion Logic: Updated payment handling so that when a payee has no email, the payment can move to Completed without getting blocked by unnecessary email-related steps.

  • Error Logs: Added hyperlinks for checkbook-related errors to make troubleshooting faster and more actionable.

  • Plans & Billing: Improved credit purchase visibility by labeling CashCloud credit purchases more clearly in Billing.

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🔧 Fixed

This release includes 18 bug fixes focused on improving stability, status accuracy, and workflow consistency.

  • Payments & Processing: Fixed issues affecting payment disbursement, automatic disbursement for ACH payments, processing tab counts, tooltip visibility, banner messaging, and incorrect status labels.

  • Payees: Resolved issues with updating payee emails, hidden action columns, missing fields, and save behavior when optional values were blank.

  • Plans & Billing: Fixed an issue where continuing to Stripe could fail during credit purchase flows.

  • Output & Status Display: Corrected missing output status styling and improved consistency in how processing states are displayed.

  • SSO & Authentication: Fixed unauthorized-email handling in SSO flows so users receive clearer feedback when access is restricted.

  • General UI & Copy: Resolved smaller UI inconsistencies, missing labels, and text issues across the platform.

Previous4 May: Version 6.4.0 – Print & Mail Attachments, ACH Configuration Refresh, and MoreNext13 Mar: Version 6.1.0 – Expanded Credit Usage, Service Terms Updates, and Template Improvements

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