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26 Jun: Version 6.7.0 – Performance Improvements, Smarter Filtering, and Workflow Refinements

Version 6.7.0 focuses on performance, usability, and workflow accuracy across key areas of the platform. This release improves manual NACHA generation, expands Design Studio variables, adds cached data for initial modules, enhances custom file handling, and refines several PayShift and table interactions.


Improved

  • NACHA Manual Generation: Filtered bank accounts in manual NACHA generation so users only see eligible bank accounts, making the process more accurate and easier to use.

  • Design Studio: Added a new Date disbursed payment variable in Design Studio, giving users more flexibility when building check templates.

  • Platform Performance: Implemented cached data for most CashCloud modules to improve load times and create a faster experience in core areas of the platform.

  • PayShift UX: Improved the error modal shown when creating an ACH payment that goes through PayShift, making required payee information clearer and more actionable.

  • Users Table: Added sorting for key Users table columns, making it easier to organize and review user records.


🔧 Fixed

  • 17 bug fixes were included in this release, focused on improving UI consistency, PayShift behavior, onboarding flows, and general usability.

  • PayShift & Services: Fixed issues affecting service activation behavior, inactive-rule handling, modal messaging, and related credit and auto-recharge flows.

  • Payees & Onboarding: Resolved issues with payee verification status after canceling onboarding invitations, payee redirects, and table title behavior based on payee selection.

  • Roles, Users & Invitations: Fixed several issues related to suggested emails, adding users, labels, and interaction consistency in user-management flows.

  • ACH Configuration & Payments: Corrected field labeling, validation behavior, and smaller payment workflow inconsistencies.

  • General UI & Navigation: Fixed spacing, alignment, cursor states, table headers, back navigation, and other interface inconsistencies across the platform.

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