# 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. *** **➕ 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. *** **🔧 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. # 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. # 12 Jun: Version 6.6.0 – PayShift Account Visibility, Invitation Resends, and Workflow Enhancements Version **6.6.0** focuses on improving the PayShift experience, strengthening payment-related workflows, and refining key parts of the platform UI. This release adds visibility into existing payee bank account information during PayShift ACH selection, introduces the ability to re-send onboarding invitations for payees who are already onboarded, and includes several workflow and usability improvements across PayShift, Services, and document templates. *** #### ✨ **New Features** * **PayShift ACH Bank Account Visibility:** Added the ability to show existing payee bank account information during PayShift ACH selection, giving payees more context when choosing how to receive payment and making the ACH selection flow more intuitive. * **Re-send Payee Onboarding Invitations:** Added the ability to re-send payee onboarding invitations for payees who are already onboarded, making it easier to prompt payees to confirm or provide additional information, such as bank account details, and to confirm which bank account should be used as the default for ACH deposits when they have more than one on file. * **Cancel PayShift:** Added the ability to cancel a PayShift request, giving teams more control over payment option workflows when plans change. *** #### ➕ **Improved** * **Guest Signer Templates:** Added support for storing and using a guest signer’s company role in document templates. * **ACH Remittance Reprints:** Extended reprint functionality to ACH remittances, allowing eligible ACH payments to follow the same controlled reprint process already available for checks. * **Services Module:** Added the CashCloud Credits widget to the Services module, making credit-related requirements and visibility clearer for service activation flows. * **PayShift Experience:** Updated the PayShift empty state with the new design system for a cleaner and more consistent user experience. *** #### 🔧 **Fixed** * **10 bug fixes** were included in this release, focused on improving stability, clarity, and workflow consistency. * **Payees & Onboarding:** Fixed issues affecting default bank account behavior, Payee module table interactions, and invited user visibility after onboarding-related actions. * **PayShift:** Resolved issues related to inactive payees appearing in rule setup, incorrect messaging for bank accounts without rules, disabled-state CTA text, and ACH email loader behavior. * **Roles & Users:** Fixed inconsistencies in role labels, heading sizes, icons, and button labels to improve clarity and consistency in user management flows. * **ACH Configuration:** Fixed validation behavior so required ACH configuration inputs are enforced correctly when editing bank accounts. * **General UI & Messaging:** Corrected several copy, hover-state, and interface consistency issues across updated screens. # 29 May: Version 6.5.0 – New Design System Expansion, Digital Copy Uploads, and Reports Improvements Version **6.5.0** expands the new design system across additional modules, improves document handling for Print & Mail workflows, and delivers meaningful enhancements to the Reports experience. This release brings the **new design system to Roles, PayShift Rules, and Printers**, adds support for **uploading digital copies** and **extending bulk retry and ignore actions** for Print & Mail payments, and improves reporting with better naming, status filtering, and search value behavior. *** #### ✨ **New Features** * **Digital Copy Uploads and Expanded Bulk Actions for P\&M:** Added support for uploading digital copies and extended bulk retry and ignore actions to Print & Mail checks, making it easier to manage larger groups of payment-related items and streamline exception handling in Print & Mail workflows. *** #### ➕ **Improved** * **New Design System for Roles, PayShift Rules, and Printers:** Applied the new design system to the Roles, PayShift Rules, and Printers modules, bringing a cleaner layout, more consistent spacing, and a more modern, unified experience across these areas of the platform. * **PayShift Rules Enhancements:** Improved the PayShift Rules experience with additional filters, sorting options, better visibility controls for payee and payment tables, and more dynamic payment type behavior based on the selected bank account. * **Reports Module Improvements:** Enhanced Reports so that **Digital Check** is now available as a transaction type when applicable, the **Status** filter reflects current payment statuses and supports multi-select behavior, and the **Search value** options respond more accurately to the selected bank account, filter type, and date criteria. * **Report File Naming and Validation:** Updated report downloads so the exported filename uses the user-entered report name, while also adding validation rules and inline guidance to prevent unsupported characters. * **Reports Bank Account Selection:** Added the ability to select and unselect all available bank accounts in Reports, making report setup faster for users working across many accounts. *** #### 🔧 **Fixed** * **28 bug fixes** were included in this release, focused on improving stability, UI consistency, and workflow behavior across the platform. * **Reports & Filters:** Fixed issues affecting search value behavior, filtering accuracy, exported file behavior, and report configuration flows. * **Print & Mail & Digital Copies:** Resolved issues related to digital copy handling, retry flows, ignore actions, and supporting workflow messaging. * **Roles, Printers, and PayShift Rules:** Corrected layout, spacing, and component behavior issues introduced or surfaced during the design system rollout. * **General UI & Copy:** Fixed several text, formatting, modal, and alignment inconsistencies to improve clarity and consistency across key screens. * **General Stability:** Addressed additional edge cases and interface issues to improve reliability in day-to-day use. # 15 May: Version 6.4.0 – Local Check Printing, Bank Account Verification, and NACHA Improvements Version **6.4.0** introduces important enhancements to payment execution, service billing, and file generation controls. This release adds support for **Local Check Printing**, enables the use of **CashCloud credits for Bank Account Verification**, and introduces the ability to **configure the effective day for NACHA files**. It also includes targeted usability improvements across Payees, Bank Accounts, and subscription visibility, along with a broad set of fixes to improve stability and workflow consistency. *** #### ✨ **New Features** * **Local Check Printing:** Added support for Local Check Printing, giving teams the flexibility of printing checks outside the cloud network. * **Bank Account Verification and CashCloud Credits:** Added support for using CashCloud credits to pay for **Bank Account Verification**, making service billing more consistent across credit-based workflows. * **Configurable Effective Day for NACHA Files:** Added the ability to configure the effective day for NACHA files, giving users more control over ACH file timing and processing setup. *** #### ➕ **Improved** * **Payees:** Improved the logic for displaying the **Manually Verified** badge for bank accounts, so verification status is clearer and easier to interpret. * **Bank Accounts:** Improved the Output error modal when updating bank accounts, making error feedback more actionable and easier to understand. * **Subscription Visibility:** Added a subscription expiration banner to warn companies on their expiration date. *** #### 🔧 **Fixed** * **21 bug fixes** were included in this release, focused on improving stability, payment setup, bank account behavior, and overall user experience. * **Payments & Processing:** Fixed issues affecting payment type changes, account assignment behavior, and workflow consistency during payment setup and approval. * **Bank Accounts & ACH Settings:** Resolved issues related to toggle states, validation behavior, and configuration display for bank accounts and ACH-related settings. * **UI & Messaging:** Corrected several modal, banner, and copy inconsistencies to improve clarity across key workflows. * **General Stability:** Addressed additional edge cases and interface issues across the platform to improve reliability and reduce friction in day-to-day use. # 4 May: Version 6.3.0 – Print & Mail Attachments, ACH Configuration Refresh, and More Version **6.3.0** brings meaningful improvements to document delivery, configuration workflows, and overall platform usability. This release introduces support for **including attachments in Print & Mail orders**, refreshes the **ACH Configuration module with the new design system**, and includes additional updates in Plans & Billing, along with a broad set of fixes across configuration, billing, and Print & Mail workflows. *** #### ✨ **New Features** * **Print & Mail Attachments:** Added ability to include payment attachments in Print & Mail orders, making it easier to send supporting documentation together with mailed payments when needed. *** #### ➕ **Improved** * **ACH Configuration Module:** Updated the ACH Configuration module with the new design system, bringing a cleaner layout, better spacing, and a more consistent user experience across configuration screens. * **Plans & Billing:** Updated the Terms & Conditions for supported services in Plans & Billing to improve clarity and align the experience more closely with current service setup flows. *** #### 🔧 **Fixed** * **20 bug fixes** were included in this release, focused on improving stability, usability, and consistency across key workflows. * **ACH Configuration & Service Setup:** Fixed multiple UI and workflow issues in configuration screens, including dropdown alignment, field spacing, label formatting, history table display, toggle behavior, and bank account setup flows. * **Print & Mail:** Resolved issues affecting attachment handling, Payment ID links, email delivery of supporting documents, button labels, text capitalization, and service detail copy. * **Plans & Billing & Payment Methods:** Fixed issues related to deactivation timestamps, payment type display, saved credit card behavior, and billing table calculations. * **General UI & Copy:** Corrected several text, capitalization, and alignment inconsistencies across modals, cards, and service-related screens. # 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. *** #### ✨ **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. *** #### ➕ **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. *** #### 🔧 **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. # 13 Mar: Version 6.1.0 – Expanded Credit Usage, Service Terms Updates, and Template Improvements Version **6.1.0** focuses on expanding service flexibility in Plans & Billing and improving document template usability. This release introduces support for using **CashCloud credits for all Digital Checks and ACH Remittances**, updates service Terms & Conditions modals to align with the latest experience, and adds improved text handling in invoice tables within check templates. *** #### ✨ **New Features** * **CashCloud Credits for Digital Checks and ACH Remittances:** Added support for using **CashCloud credits across all Digital Checks and ACH Remittances**, expanding how service-related charges are handled and creating a more consistent billing experience across payment types. *** #### ➕ **Improved** * **Service Terms & Conditions Modals:** Updated the Terms & Conditions modals for supported services in Plans & Billing to provide clearer, service-specific language and a more streamlined acceptance experience. * **Invoice Table Text Wrapping in Templates:** Added support for wrapping text in the **Reference** column for invoice tables in check templates, improving readability and helping long values display more cleanly in generated documents. *** #### 🔧 **Fixed** This release includes **22 bug fixes** across the platform, focused on improving reliability, layout consistency, and service configuration behavior. * **Plans & Billing:** Fixed issues affecting service configuration flows, modal behavior, and billing-related UI consistency. * **Templates & Documents:** Resolved formatting and rendering issues in document templates to improve output readability and alignment. * **General Stability & UX:** Addressed UI inconsistencies, workflow edge cases, and other platform issues to improve overall usability and reliability. # 27 Feb: Version 6.0.0 – Multiple Payee Addresses, SFTP Invoice Links, and Design System Expansion Version **6.0.0** delivers major enhancements to Payee management, document delivery, and platform-wide design consistency. This release introduces support for **multiple addresses per payee**, adds **SFTP integration for invoice links within Payment Details**, and continues the rollout of our **new design system** across additional modules. *** #### ✨ **New Features** * **Multiple Addresses for Payees:** Expanded the Payee data model to support multiple addresses per payee, enabling greater flexibility for organizations managing complex vendor relationships. This enhancement improves address selection accuracy during manual payment processing and supports more advanced operational workflows. * **SFTP Integration for Invoice Links:** Added the ability to deliver invoice links via SFTP directly within Payment Details, providing a secure and automated method for distributing invoice-related documentation. *** #### ➕ **Improved** * **Design System Expansion:** Continued the rollout of the new design system across additional modules, including: * Payors * Users & Permissions * Advanced Security * Company Profile * **Payee's Bank Accounts:** Added a validation to prevent entering duplicate bank accounts for payees. *** #### 🔧 **Fixed** This release includes **23 bug fixes** focused on improving stability, accuracy, and user interface consistency. * **Payees & Addresses:** Resolved edge cases related to address display, selection, and validation. * **Payments & Invoice Links:** Fixed inconsistencies in invoice link rendering and payment detail visibility. * **Design System Rollout:** Corrected layout, spacing, and responsiveness issues introduced during component updates. * **General Stability & UX:** Addressed filtering inconsistencies, modal behavior issues, and minor visual defects across multiple modules. # 16 Feb: Version 5.9.0 – Bulk Retry, Design System Rollout, and Reporting Enhancements Version **5.9.0** introduces powerful operational improvements and continues the rollout of our new design system across core modules. This release adds **Bulk Retry capabilities**, enhances **Error Logs visibility**, refreshes **Plans & Billing with the new design system**, and improves usability within the Reports module. *** #### ✨ **New Features** * **Bulk Retry for Failed Payments:** Added the ability to retry multiple failed payments at once, as well as ignoring errors that do not block payments from processing, streamlining recovery workflows and reducing manual effort when resolving payment errors. *** #### ➕ **Improved** * **Error Logs Enhancements:** Improved visibility and clarity within Error Logs to make troubleshooting faster and more actionable. * **Plans & Billing – New Design System:** Rolled out the updated design system to the Plans & Billing module, delivering a cleaner layout, improved spacing, and a more consistent user experience. * **Reports Module Improvements:** * Replaced the kebab menu with a direct **Download button** for quicker access to report exports. * Fixed the “Search By” behavior so the **Batch # filter properly resets** when switching between bank accounts, ensuring more accurate reporting results. *** #### 🔧 **Fixed** This release includes **47 bug fixes** across the platform, focused on improving stability, reporting accuracy, payment workflows, and UI consistency. * **Payments & Batches:** Resolved status inconsistencies, retry edge cases, and state synchronization issues. * **Reports & Filters:** Fixed filtering, export behavior, and picklist reset issues to ensure accurate data results. * **Plans & Billing:** Corrected layout inconsistencies and resolved display issues introduced during the design system rollout. * **Error Handling & Logs:** Addressed backend and frontend discrepancies affecting error visibility and system feedback. * **UI & Performance:** Fixed alignment, responsiveness, modal behavior, and refresh inconsistencies across multiple modules. # 3 Feb: Version 5.8.0 – Expanded Reporting, Print & Mail Enhancements, and Design Studio Improvements Version **5.8.0** delivers meaningful enhancements to reporting, Print & Mail workflows, and template configuration, along with usability improvements and platform fixes. This release expands reporting capabilities across multiple accounts, automatically sends digital copies to payees for Print & Mail payments, adds more flexibility when manually generating Positive Pay files, and enhances Design Studio with new formatting options for amount fields. *** #### ✨ **New Features** * **Multi-Account Reporting:** Added the ability to generate reports across multiple accounts, making it easier to consolidate data and analyze activity in a single view. * **Digital Copies for Print & Mail Payments:** Introduced option to automatically send digital copies to payees for Print & Mail payments, improving visibility and simplifying record-keeping and reconciliation. * **Amount Field Fillers in Design Studio:** Added an option to apply fillers to amount fields in Design Studio, providing greater control over formatting and alignment in check and ACH templates. *** #### ➕ **Improved** * **Positive Pay File Generation:** Enhanced manual Positive Pay generation with a **range-based filter**, allowing users to filter results based on when check payments were created or when they were printed. * **Reporting Usability:** Improved Reports table, filtering, and overall usability when working with larger datasets. * **Payments & Outputs:** Improved consistency and clarity in payment and output-related labels and behaviors. * **General UX Refinements:** Made small but impactful usability improvements across tables, modals, and filters. *** #### 🔧 **Fixed** This release includes **29 bug fixes** across the platform, focused on stability, accuracy, and usability. * **Reports & Exports:** Fixed issues affecting report generation, filtering accuracy, and exported file consistency. * **Print & Mail:** Resolved issues related to digital copy availability, status updates, and output handling. * **Positive Pay:** Fixed edge cases in file generation and filtering logic. * **Design Studio & Documents:** Addressed layout, formatting, and rendering issues in templates. * **UI & Performance:** Fixed alignment, responsiveness, and refresh issues across several modules to improve overall reliability. # 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. *** #### ✨ **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. *** #### ➕ **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. *** #### 🔧 **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. # 19 Dec: Version 5.5.0 – Digital Output Enhancements, Data Import Improvements, and Fixes Version **5.5.0** delivers a new design system for managing outputs, introduces folder structure options when downloading digital copies, and strengthens data import workflows, alongside several UX refinements and important bug fixes. *** #### ✨ **New Features** * **Digital Copy Folder Configuration:** Added the ability to configure folder structures for downloaded digital copies (by batch or by day), giving users greater control over file organization and retrieval. * **Improved Error Support Flow:** Introduced a “Contact Support” option when errors occur with a Print & Mail order, making it easier for users to get help and resolve issues quickly. *** #### ➕ **Improved** **Outputs:** * Enhanced the Outputs module with updated layouts and usability refinements aligned with the latest designs. * Added a table that shows which bank accounts are associate with the output. **Data Groups & Imports** * Improved scheduled import handling by allowing replacements with file uploads, reducing friction when managing automated imports. * Enhanced data group syncing to improve reliability and consistency. **Bulk Actions:** Added an informational banner explaining maximum selection limits to reduce confusion during bulk actions. *** #### 🔧 **Fixed** **Outputs** * Corrected modal behavior for missing required fields. * Fixed incorrect labeling for ACH remittance print options. * Fixed dropdown and button alignment issues in responsive layouts. **Data Groups & Connectors** * Fixed failures where a second automatic import would not complete successfully. * Corrected incomplete configuration requirements in connector setup flows. * Fixed issues with SFTP connection information modals. **Selection & Bulk Actions** * Fixed issues where selected items became unselected unexpectedly. * Restored visibility of the “Unselect all” option when applicable. * Fixed “Select All” behavior in Payments in Process. * Resolved issues preventing users from selecting larger numbers of payees. **Payments & Dashboard** * Fixed incorrect behavior in the “Update Payment Status” modal. * Corrected selection issues in Dashboard payment views. # 28 Nov: Version 5.4.0 – Automated Disbursements, ACH Remittance Printing, and Key Enhancements Version **5.4.0** brings automated and scheduled disbursements per payment type, ACH remittance printing, and the ability to reject payments at the Disbursement stage, as well as enhancements and several stability fixes across the platform. *** #### ✨ **New Features** * **Automated & Scheduled Disbursements per Payment Type:** Introduced the ability to automatically generate and schedule disbursements per payment rail, enabling more flexible and system-driven payout operations. * **ACH Remittance Printing:** Added support for printing ACH remittances, expanding output options for organizations that require physical remittance documentation. * **Reject Payments at the Disbursement stage:** Introduced the ability to reject payments that are pending to be disbursed, bringing more control and flexibility when managing your payments, especilly when automatic approval and signature workflows are in place. *** #### ➕ **Improved** * **Design Studio:** Users can now select a document type before creating a template (document vs checkbook), providing clearer setup and ensuring templates start with the correct structure from the beginning. * **Plans & Billing (Sandbox):** Sandbox environments now properly display modified Plans & Billing layouts, offering prospective clients a clearer view on pricing. *** #### 🔧 **Fixed** * **Dashboard** * Corrected repeated backend requests triggered by the facility filter, improving dashboard performance. * Fixed missing channel display under “Payments in Process.” * **Design Studio** * Fixed layout inconsistencies with table and text components. * Corrected spacing issues when modifying templates. * **Outputs** * Resolved issues where some Outputs pages failed to load or displayed empty states incorrectly. * Corrected issues with search filtering in Outputs. * Fixed modal errors when creating new Output configurations. * **Bank Accounts** * Corrected alignment issues in the Bank Accounts view. * Fixed inconsistent or missing labels in the Bank Accounts list. # 11 Nov: Version 5.3.0 – Data Groups Fixed-Width Support, UX Enhancements, and Platform Fixes Version **5.3.0** introduces major updates to data integrations and platform usability. This release adds support for **Fixed-Width column mapping in Data Groups**, improves user experience across Payees, Payments, and Billing modules, and resolves numerous issues affecting data imports, responsive layouts, and general performance.\ In total, this update includes **1 new feature**, **6 improvements**, and **30 fixes**, delivering a faster, more stable, and refined experience across the CashCloud platform. *** #### ✨ **New Features** * **Data Groups:** Introduced support for Fixed-Width column mapping in Flat File integrations, allowing greater flexibility in data import configurations. *** #### ➕ **Improved** * **Payees:** Enhanced the Payees module with updated Smart Table components, providing smoother navigation and improved performance when creating and onboarding payees, as well as enhancements for managing payee invitations. * **Payments:** Expanded batch selection limits from 50 to 100 entries, enabling users to select and process up to 100 payments at once for better efficiency. * **Plans & Billing:** Improved visibility and handling for users without active subscriptions by displaying an informative “Subscription Inactive” modal. * **Billing Flow:** Adjusted the “Update Your Billing Details” step to appear after verification for a clearer and more logical flow. * **Payments Output:** Added payment identifiers to the output status modal for easier tracking. * **Design Studio:** Expanded available variables by adding Payee Address 3 and 4 fields, offering more flexibility in custom templates. *** #### 🔧 **Fixed** **Payments** * Resolved duplicated filters appearing in batch view. * Corrected out-of-order printing for three-per-page check layouts. * Fixed zip code formatting errors when importing data manually. * Updated inconsistent terminology (“Digital Check” filter now correctly displays). * Fixed broken “Delete batch” option text and button behavior. **Payees** * Fixed alignment issues on mobile layouts. * Corrected display of invited payees and invitation handling. * Fixed the search bar functionality in the Payees module. * Improved responsive design to ensure proper display across devices. **Billing & Subscriptions** * Corrected non-functional “Recharge Credits” button in the Plans & Billing section. * Improved modal and label alignment across subscription pages. **Design Studio & Documents** * Fixed layout and behavior issues with table and text elements. * Corrected description inconsistencies and visual misalignments. **UI & General** * Removed unnecessary “Notifications” labels from card titles. * Fixed incomplete calendar display in date pickers. * Addressed console and rendering errors across multiple modules. * Improved general performance and reduced visual inconsistencies. # 10 Oct: Version 5.2.0 – Enhancements to Dashboard Accuracy, Reports, and P\&M Order Cancellations This release focused on allowing users to cancel Print & Mail orders themselves, improvements to Reports, and resolving key issues across the Payments module. *** #### ➕ **Improved** * Enabled users to cancel Print and Mail orders directly from CashCloud, with cancellation syncing to HOA Mailers' system. * Introduced a new **“Completed On”** column in the *Payments table (Batches view)* for easier batch tracking. * Enhanced the **Reports module**: * Report files now include the **Bank Account Name** in the filename. * A new column was added to the Reports table showing the **Bank Account Nickname** and last 4 digits. * Enabled searching reports by **Batch #**, with filters and dropdown enhancements for a streamlined experience. * Improved the “Type Date” dropdown in report creation with clearer presets (e.g., “Today (from 12:00 AM until now)”). * Renamed “Completed” column to **“Completed Payments”** and “Created At” to **“Created On”** for better clarity. *** #### 🔧 **Fixed** * Fixed status inconsistencies between *Payments in Process (Dashboard)* and *Payments > Batches module*. * Resolved an issue where some flat files were not generating complete batches during import. * Fixed alignment and appearance of status tags in the Dashboard view. * Corrected report download error for PDF templates (no transactions found). * Fixed incomplete label for the "Today" option in the "Type Date" dropdown. * Replaced incorrect label **"Option ID"** with **"Batch #"** in report filters. * Fixed date shifting issue in Excel reports where the end date was off by one day. * Resolved a bug where column order changes affected visibility of the "Output Status" column across tables. * Fixed bug preventing users from deselecting all payments when using the 50-per-page pagination setting. * Enforced reminder selection limits: users now cannot select more than 30 items for reminder notifications. * Fixed incorrect total shown as **NaN** when all payments in a batch are deleted. * Updated the “Pending” filter in batches to include *Pending Approval, Pending Signature, and Pending Disbursement*. # 26 Sep: Version 5.1.0 – "Smart Tables" in Dashboard, Print & Mail Improvements, and Stability Fixes ### I**ntroduction** Released on **September 26, 2025**, version 5.1.0 continues to improve the stability and usability of CashCloud. This release introduces the new "Smart Tables" to the Payments in Process modals in the Dashboard, several user-requested improvements to Print & Mail, Checkbooks, and Dashboard modules, and addresses more than 15 bugs for a smoother overall experience. *** ### ✨ New Features * **Apply new "Smart Tables" component to Dashboard tables**: Introduced Smart Tables for expanded views in the Dashboard, offering a more flexible and modern data experience including column management and sorting capabilities. *** ### ➕ Improved * **Update Location button**: Clearer labeling in Payments for updating printer location. * **Link to Roles & Permissions guide**: When inviting a user, a link to the Intercom article on Roles & Permissions is now shown for quick reference. * **Positive Pay formats & bank nicknames**: Added new Positive Pay formats, as well as displayed the bank nickname when looking for Positive Pay banks. *** ### 🔧 Fixed * **Checkbooks not printing**: Resolved issue where checkbooks were stuck in pending despite printers being connected. * **Wells Fargo Positive Pay**: Fixed issue where files could not be generated in Wells Fargo format. * **Sorting by date**: Tables now sorted correctly by newest date. * **Email reminders**: Fixed issue where reminder emails were not being sent. * **Output Status columns**: Corrected columns for pending tables (Approval, Disbursement, Signature). * **Positive Pay updates**: Positive Pay records now update correctly when a file is generated. * **Dashboard processing counts**: Fixed error where printed checks with issues were not counted. * **Currency filter**: Corrected bug where filter closed prematurely upon selection. * **Tab switching in Output editing**: Fixed auto-updating and closing behavior when switching tabs mid-edit. * **Minor UI enhancements**: Adjusted spacing and slash formatting in Bank Account/Import Type fields. * **Validation errors**: Fixed error handling when other tabs had empty fields. * **Invoice totals**: Corrected invoice table totals to avoid showing check amounts when invoices are absent. * **Additional small fixes**: Over 15 stability updates across modules. # 12 Sep: Version 5.0.0 – Redesigned Payments Table, Dashboard Enhancements, and KPI Tracking **Introduction:** Version 5.0.0 introduces a major update to the **Payments table**, now featuring a completely redesigned layout using our new design system. Users benefit from a cleaner look, column management capabilities, persistent user preferences, and improved filtering. We also enhanced the **Dashboard** with visibility into processing payments, helping teams act faster and more confidently. Additional upgrades include **ACH Full Remittance** toggling, key **Print & Mail metrics**, and UX refinements across modules. *** #### ✨ New Features * **Modern Payments Table:** Launched a redesigned Payments table with column selection, ordering, and persistent user settings. The new UI is based on our modern design system, offering a faster, cleaner experience. * **Dashboard Shows Processing Payments:** The dashboard now displays payments currently being processed. This provides immediate visibility for users managing high-volume workflows and reduces uncertainty. * **Toggle for ACH Remittance:** Added option to enable or disable full remittance in ACH payments, giving more control to finance teams over the level of detail in files. * **Print & Mail KPIs:** Introduced key metrics to the Print & Mail tab to help track performance and bottlenecks. * **Import File Notification:** Users are now notified of how many flat files were successfully imported, as well as an ability to see the name of these files. *** #### ➕ Improved * **Checkbooks - Search by Payor/Bank:** Enhanced search filter functionality to support search by Payor or Bank in the Checkbooks module. * **Batch Table Empty State:** Improved the empty state message and layout when no data is present in batch views. * **Timeline Experience:** Adjusted layout and labels in the Print & Mail timeline to better reflect key steps (e.g., printed, mailed, voided). * **Max Limit Modals:** application now shows clear, user-friendly messages when maximum number of features are reached. * **Widget Copy and Labeling:** Minor UI copy improvements to make widgets in the Dashboard easier to interpret and navigate. *** #### 🔧 Fixed * Fixed inconsistent form layout and text wrapping in onboarding flows. * Corrected edge-case bugs in the Print & Mail timeline, including missing voided status. * Resolved issue where archived users were appearing in the Users table. * Fixed error where ACH export was using outdated bank details. * 50+ other fixes across ACH exports, remittance layouts, mail status tracking, and user roles. # 19 August: Version 4.7.0 – Check Preview for Print & Mail, Improved Error Validations, and More ### **Introduction** Released on **August 19**, version 4.7.0 brings impactful updates to improve form usability, sandbox automation, and check preview workflows. This release introduces a **modernized form validation experience** with inline error messages and clearer CTA feedback, reducing user friction and making form completion more intuitive. It also includes improved visibility into check previews, automatic sandbox provisioning for mobile users, and updated namving convention for Positive Pay files. *** ### ✨ New Features * **Improved form validation and feedback:** The Payor form now show inline error messages and keep the CTA enabled. Clicking the CTA highlights all issues and scrolls to the first invalid field, helping users quickly review and fix errors for a smoother, more intuitive experience. * **Check preview with invoice context**: When selecting check previews from the Print & Mail dashboard, users can now see the associated invoice details for better context before printing. * **Sandbox assignment automation**: New users who download the CashCloud mobile app are now automatically assigned to a sandbox environment until they purchase a subscription. * **Updated field descriptions**: Refined tooltips and field descriptions to provide clearer instructions for users setting up digital workflows. *** ### ➕ Improved * **Print & Mail service card text**: Clarified that P\&M is available for *US-only* addresses, ensuring user expectations align with delivery capabilities. * **Digital check wording consistency**: Replaced all references to “e-Checks” with “Digital Checks” for brand and terminology consistency. * **Bank account template copy language**: Improved instruction text for adding additional bank accounts. * **Naming convention of Positive Pay files:** Positive Pay files will be automatically named in the format *PosPay\_\[Bank's name]\_\[Payor name]\_\[Date with format yyyy.mm.dd]\_\[total batch amount*], making them easier to identify. * **Loading state fixes for services**: Improved responsiveness and error handling when toggling service configurations. *** ### 🔧 Fixed * Issue where logo was misaligned in certain check templates * Filters not persisting across tab changes in invoice module * Duplicated entry when uploading multiple invoices with the same name * Incorrect check number formatting on preview exports * Permissions not syncing correctly after adding a new user * Batch export button misaligned on small screens * “Retry” button showing incorrectly on printed checks * PDFs showing blank pages on certain edge cases * Several issues with Print & Mail status updates not reflecting real-time changes * Invoice amount rounding errors now corrected * Sandbox users were incorrectly showing in production admin views * Tooltip overlapping labels on smaller screen widths * Labels missing on advanced settings in digital check configuration * Copy bank template was failing silently on timeout * And 10+ additional fixes improving layout, responsiveness, and admin workflows # 1 Aug: Version 4.6.0 - Checkbooks Enhancements, Batch Totals, and Positive Pay Updates ### **Introduction** Released to production on **August 1**, version 4.6.0 focuses on critical updates to the Checkbooks module, including enhanced printing workflows, check count display, and template stability. This release also improves the user experience of inviting users, supports check numbers up to 10 digits, and displays total batch amounts in the Payments table. Positive Pay file generation has been refined further in this post-MVP phase, along with fixes for templates, roles, and status behaviors. *** ### ✨ New Features * **Add "Output status" column and modal**: Displays check print status directly in the Checkbooks table. * **Improved flow for maximum users**: Refined experience when inviting users based on role selection. * **Column for total of batch**: Payments table now shows the total dollar amount for each batch. *** ### ➕ Improved * **Change "Preview Checkbook" to "Preview Template"**: Aligns naming with actual UI behavior. * **Update tooltip for "One Positive Pay file per bank"**: Provides better guidance on file output logic. * **Search banks by nickname**: Simplifies workflows for users managing multiple bank accounts. * **Add "Bank Accounts" filter in Batches**: Allows filtering payments by associated bank account. * **UI improvements to Advanced Security Page**: Cleaner layout and sectioning for role and permission management. * **Change "Check number" to "Payment ID"**: Standardizes terminology across views. * **Checkbooks enhancements**: Real-time display of check count, improved responsiveness, and layout updates. * **Update check status in Payments module**: More reliable status syncing after Print & Mail. * **Increase Check Number Length to 10**: Supports clients with long-format numbering conventions. * **Positive Pay file per Batch (Post MVP)**: Enhanced file output options for more precise submission workflows. *** ### 🔧 Fixed * Filters now apply correctly across all pages in check orders and batch tables * Status updates now sync properly across Payments and Checkbooks * Check numbers with 9–10 digits are now accepted and processed without errors * Print templates retain formatting when switching checkbook types * Retry button removed from Output Status when not applicable * Default values and tooltips now display properly across Print & Mail and Invoice modules * Commercial checkbooks now render and print with proper formatting * Total check counts and invoice sum totals now calculate correctly * Guest Signer creation and deletion logic fixed * Several layout, grammar, and label adjustments (e.g., “Starting Check Number,” “My Credits”) * Over 35 additional bug fixes across batch uploads, import logic, invoice views, and filtering behavior # 11 July: Version 4.5.0 – Print & Mail Controls, Credit Visibility, and Client Bugs Released to production on **July 11**, version 4.5.0 introduces improved user control over Print & Mail access, streamlined status views in Payments, and a cleaner display for CashCloud credits. It also includes a new notification system for mail activity, as well as updates to timeline formatting, columns, and layout to improve clarity and traceability across the app. *** ### ✨ New Features * **Print & Mail Notifications**: Users can now manage mail-related notifications in Settings > Notifications. * **Search and Filter Mail Orders**: Added search and filter functionality to easily locate Print & Mail check orders. *** ### ➕ Improved * **Print & Mail Activation Controls**: Users must now contact a CSM to activate Print & Mail, ensuring proper onboarding and pricing alignment. * **"Batch" Column in Print & Mail**: A new column shows the Batch number for each check. * **Responsive Credit Display**: Credits are now shown cleanly on all screen sizes; removed redundant dashboard display. * **Unified Canceled Tab in Payments**: Voided, rejected, and canceled statuses are now consolidated under one tab in Batches. * **Guest Signer Email Improvements**: Improved formatting and display for guest signer-related emails. *** ### 🔧 Fixed * Check order filtering and pagination issues in Payments * Duplicate batch number creation during OPT imports * OPT file import failure logic corrected * Check aggregation logic refined for Header + Details * Positive Pay issues with file aggregation and validation * Guest signer signature deletion and button naming fixed * Dropdown formatting and email suggestions display * Check number accuracy in payment notification emails * Template bugs in Checkbook workflows * Incorrect Payee address display * Super Admin controls for Print & Mail activation * Filter logic and label inconsistencies across views * Misc. typos, tooltip issues, and layout bugs across modules # 24 June: Version 4.4.0 – Print & Mail Upgrades, Improvements to File Uploads, and More Released to production on **June 24**, version 4.4.0 focuses on enhancing the Print & Mail experience with new tools to track, cancel, and manage mailed check orders. We’ve also introduced features like Positive Pay by batch, custom bank nicknames, improved payee import logic, and new aggregation settings for flat file uploads. *** ### ✨ New Features * **Track Print & Mail check orders**: A centralized table shows current and historical mail activity. * **Manage columns for tables**: Users can now show/hide columns in Print & Mail tables for better customization. * **Detailed view of Print & Mail check orders**: Admins can access rich order-level detail for mailed checks. * **Cancel an existing Print & Mail check order**: New ability to cancel pending mail orders directly from the UI. * **Responsiveness for mobile**: All UI components in the Print & Mail module now use mobile-first responsive design frameworks. * **Nickname field for Banks**: Banks can now be labeled with nicknames for easier identification. * **Positive Pay file creation per batch**: Create one Positive Pay file per payment batch for more detailed auditing purposes. * **Enhanced payee matching on Data Group import**: New logic improves how imported payees match with existing ones. * **Flat file upload: Batch aggregation options**: Uploaders can choose how payment batches are grouped during import. *** ### ➕ Improved * **Billing History UI**: Cleaned up redundant text for a leaner layout. * **Print & Mail card description**: Updated copy for better clarity under Services. * **Plans & Billing pricing updates**: Adjusted available tiers. * **Bank Accounts**: Now supports “0” as a valid last check number for flexibility. *** ### 🔧 Fixed * Fixed rounding and display issues with decimal values to ensure accurate representation of cents * Check number not available in report templates * Incorrect or missing CTAs across modals * Issues with Positive Pay file creation logic * Flat file import issues (e.g., incorrect descriptions, duplicate batch numbers) * Visual inconsistencies across modals and Print & Mail statuses * Credit updates not displaying in real time * Order ID missing in print tracking * Print & Mail status and timeline bugs * Overflow billing and incorrect cost breakdowns * Login/access errors for specific roles (e.g., Template Designer, Accounting) # 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. *** ### ✨ 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. *** ### ➕ 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. *** ### 🔧 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 # 19 May: Version 4.2.0 – Print & Mail, Sandbox, and Bank Account Notes This release, deployed to production on May 19, includes powerful new capabilities for admin workflows, more flexible sandbox access for leads, and UX upgrades across the board. We’ve also launched support for the Print & Mail feature, which simplifies document fulfillment through external mailing services. Rounding it out are performance enhancements and several bug fixes. *** ### **✨ New Features** * **Sandbox:** Sandbox access is now supported to trial the platform experience before onboarding. * **Print and Mail**: Users can now enroll in the Print & Mail service and submit checks for printing and mailing. * **Bank Account Notes Fields**: Users can now add up to 4 notes to their bank accounts and use these when designing checks in Design Studio. *** ### **➕ Improved** * **Set maximum number of users based on Pro / Enterprise**: New guardrails ensure account user limits align with the selected pricing plan (Pro or Enterprise). *** ### 🔧 **Fixed** A wide range of bug fixes are included in this release, with a focus on mobile access, user permissions, and UI/UX consistency. Highlights include: * Modals appearing after guest registration no longer persist incorrectly. * Guest and signer roles now count accurately toward user limits. * Fixed issues with font sizes, misaligned elements, and missing tooltips. * Resolved various typos, broken icons, and non-functional buttons. * Mobile sessions now expire as expected when access is revoked. * Credit card saving, preview checks, shipping speed labels, and logo formatting have been corrected. * Data integrity restored for accounts with invalid routing numbers or empty origin fields. # 9 May: Version 4.1.0 – Angular Upgrade, Manual Payment Triggers, and Stability Fixes This May release introduces several important updates across the platform. Highlights include the migration to Angular 17, a new manual trigger for payment automation, and the addition of KYB Capitalization Tables. This release also resolves multiple user-facing bugs and delivers stability and performance improvements across Payments, Onboarding, and Document workflows. *** ### **✨ New Features** * **Capitalization Table for KYB**: Capitalization Table is now available within KYB flows to support enhanced financial profile validation. * **Manual Trigger for Automatic Payment Import by Data Group**: Admins can now manually trigger auto-payment imports based on data group configurations. * **Select how many checks to print per page**: Users can choose to print 1, 2, or 3 checks per page in the check document editor. * **External Signers**: External signers can now be created and managed without requiring them to register, streamlining agreement workflows. *** ### **➕ Improved** * **Angular Migration**: Upgraded from Angular 14 to 17 for enhanced stability, speed, and future compatibility. * **Remove signature from check preview to payee**: Improved check preview security by removing embedded signatures from payee views. *** ### 🔧 **Fixed** A total of 54 user-facing bugs and technical issues were addressed in this release. Highlights include: * **Checks printing out of order**: Fixed page sequencing in batch check print jobs. * **Missing routing and account numbers in MICR line**: MICR formatting restored for accurate check printing. * **Template UI and layout issues**: Numerous bugs fixed around layout, responsiveness, and form field rendering in Design Studio. * **Batch payment search, reroute, and status behaviors**: Several logic and display issues addressed in the Payments module. * **Login and 2FA issues**: Corrected code expiry display and misaligned UI elements. * **Placeholder image fallback and search bar alignment across modules**: Consistent styling and fallback behavior added. * **Document editor spacing, preview formatting, and modal consistency**: Streamlined editing environment for better usability. * **Miscellaneous formatting and alignment bugs**: Over 30 small fixes across mobile, onboarding, subscription, and payment components. # 2 Apr: Version 3.3.0 - Manual Import Fixes, Payment Workflow Enhancements, and UI Improvements Version 3.3.0 brings crucial fixes to manual import processes, enhances payment workflows, and introduces UI refinements for a smoother user experience. This release improves stability and efficiency. ### ➕ Improved * **Manual Import Message Update**: Provided clearer feedback during manual imports. * **Printer Setup Process Enhancement:** Improved the printer setup process for a more intuitive and efficient configuration experience. ### 🔧 Fixed * **Batch Search Functionality**: Resolved an issue where users couldn't search for a batch in payments. * **Payment Rejection Limit**: Fixed a bug preventing users from rejecting up to 50 payments. * **Manual Import Stuck Process**: Addressed an issue where manual import processes continued running indefinitely. * **Mobile Web Margin Fix**: Corrected missing margins in the payments module for mobile web. * **Payee Configuration Overwrite Option**: The application now correctly connects with QuickBooks and Aderant, and overwrites payee information in the Payee module. Fields such as payee name, email, phone number, country, city, state, zip code, and address are now accurately populated from these platforms. * **Data Group:** Resolved an issue where users could not delete fields in the column mapping. * **Design Studio:** Resolved issues related to checkbook template creation. * **Payee and PayShift Services:** Improved the management and activation of Payee and PayShift related services by resolving issues with service activation/deactivation permissions and user interface display. # 3 Mar: Version 3.2.0 - Canadian Routing, PayShift Enhancements, and Bug Fixes Version 3.2.0 introduces support for Canadian routing numbers, enhanced PayShift onboarding, and multiple UX improvements. This release also includes backend optimizations, and numerous bug fixes. ## ➕ Improved * **Canadian Routing Number Support**: Added support for Canadian routing number format to improve international transactions. * **Enhanced PayShift UI**: Designed a new user-friendly interface to streamline the PayShift enablement process. * **Payee Onboarding TOS Compliance**: Ensured that owners must accept Terms of Service before enabling Payee Onboarding. * **PayShift TOS Compliance**: Required owners to accept Terms of Service before enabling PayShift. * **Background Process Notifications**: Implemented backend support and frontend alerts to notify users when background processes are running, preventing unintended actions. * **Idle Time Monitoring**: Added unit tests to ensure idle time functionality operates correctly in production. * **ID/Payment Type Column Sorting**: Added a sorter for the ID/Payment Type column to improve visualization and table management based on customer needs. * **Customizable Payment Table Columns**: Added the ability for users to select which columns they need for each step in the payments table, allowing for a more personalized and efficient table management experience. ## 🔧 Fixed * **Payee Selection Modal**: Fixed an issue where the modal remained displayed even when no payee was selected. * **Batch Payment Actions**: Ensured that payee actions are properly displayed within batches. * **Payment Selection Checkboxes**: Restored missing checkboxes for selecting all payments at each step. * **Breadcrumb Navigation**: Fixed a bug where the page remained blank when navigating via breadcrumbs. * **Column Selection in Payments**: Addressed an issue where the 'Choose Columns' option was not working properly. * **Responsive Upgrade UI**: Ensured the upgrade page is fully responsive across devices. * **Payment Status Labeling**: Updated inconsistent payment status labels between mobile and web versions. * **Table Status Chips**: Fixed varying widths of table status chips for a more uniform UI. * **Super Admin ACH Console Filters**: Resolved an issue where filters were not resetting correctly. * **ACH Console Balance Filters**: Removed non-existent balance and created columns from the filter options. * **Company Profile Data**: Fixed a bug where user information appeared empty in the company profile section. * **Payee Search Bar**: Adjusted search behavior so that users see results without needing to press 'Enter'. * **Data Group Frequency Selection**: Users can now successfully create data groups with a weekly frequency. * **PayShift Rule Visibility**: Fixed an issue where certain PayShift rule options were not visible on desktop. * **Bank UI Button Placement**: Corrected misaligned buttons in the bank management interface. * **Workflow Error Messages**: Fixed misplaced error messages in mobile web workflows. * **Bank Account Creation**: Resolved an issue preventing users with the highest plan from creating new bank accounts. * **Payment Filters with Pagination**: Fixed filter functionality so that results remain accurate across paginated views. * **Invoice Description Display**: Ensured invoice descriptions render correctly within the payments module. * **Onboarding Step Descriptions**: Fixed missing descriptions in the onboarding process. * **Sign-Up Validation**: Added validation to prevent users from signing up without accepting the privacy policy and terms of service. * **Content Block Layout Fixes**: Adjusted various layout inconsistencies for a more polished UI. * **ACH Narrative & Request ID**: Included Narrative and Request ID fields in Aderant queries for ACH. * **Payee Info Duplication**: Fixed an issue where payee information was duplicated. * **Live Check Number Rendering**: Ensured check numbers update live based on user settings. # 31 Dec: Version 3.0.0 - Aderant Integration, Enhanced UX, and More We’re excited to release CashCloud Version 3.0.0, featuring the integration of Aderant, onboarding improvements, and updates to payments, authentication, and more. ## ✨ New Features * **Aderant Integration:** Added support for Aderant integration, enabling enhanced reporting and automation capabilities. * **Onboarding Enhancements:** Introduced checklists and guided resources to streamline onboarding and help users learn more about the platform. * **New AWS S3 Buckets:** Established updated S3 buckets aligned with CashCloud rebranding, ensuring optimized storage and URL functionality. * **SEO Enhancements:** Introduced optimizations to improve SEO performance and website visibility. * **Custom File Handling:** Added new configurations for flexible payment file uploads and flat file management. ## ➕ **Improved** * **Payee Privacy:** Updated Payee Profile screens to hide account and routing numbers for enhanced data privacy. * **Payment History Imports:** Enabled seamless imports of payment history from CheckPlus flat files and Excel sheets, reducing manual work. * **Website UX Improvements:** Launched an updated Printech website for a more user-friendly and polished experience. * **Invoice Details UX:** Enhanced user experience for invoice creation with clearer layouts and guidance. * **Authentication Security:** Improved sign-in and sign-up flows with better styling and error-handling mechanisms. * **Batch Processing Efficiency:** Upgraded batch processing logic for ACH transactions to improve speed and reliability. ## 🔧 Fixed * **Auto-Refresh for Payments:** Resolved an issue where auto-refresh was not functioning correctly for payments. * **Email Modal Loading:** Fixed a problem that prevented email modals from loading in specific scenarios. * **Account Verification Layout:** Adjusted layouts to ensure consistent styling across all account verification screens. * **ACH Module Bugs:** Corrected several issues related to ACH processing and status displays. * **Payee Onboarding Button:** Fixed a problem where the Payee Onboarding button was not clickable. * **Attachment Management:** Resolved issues with attachment uploads and deletions in various modules. # 12 Sep: Version 2.2.5 - Payees Filters and Payments History Filters Bug Fixes and Minor Improvements ## **➕ Improved** * **Payees Filter:** Enhanced the payees filter to search several payees at the same time. * **New Payment History Filters:** You can now filter payments history of a single payee by Payment Number, Status, Type and Date. ## **🔧 Fixed** * **ACH Numering:** Replaced the method of retrieving max check and ACH numbers with a more precise approach. * **Search Batches:** Fixes an issue with the general search in Batches to search by Batch Number and Account. # 9 Aug: Version 2.2.4 - CashCloud Rebranding, Custom ACH Numbering, and More We’re excited to release CashCloud Version 2.2.4, featuring our official rebranding from PayCloud+ to CashCloud, custom numbering for ACH transactions, and several key improvements and bug fixes. ## **✨ New Features** * **Rebrand to CashCloud**: We have officially rebranded from PayCloud+ to CashCloud, reflecting our ongoing commitment to innovation and growth. This update includes changes across the platform to ensure consistency with our new brand identity. * **Custom Numbering for ACH**: Added the ability to configure custom numbering for ACH transactions, allowing for more flexible bank account management. Numbering can be configured universally across all accounts or unique numbering by bank account. ## **➕ Improved** * **Multi-Select and Delete Attachments**: Enhanced the attachments feature by allowing users to multi-select and delete multiple attachments at once. * **Automatic Refresh for QuickBooks API Sync**: Updated the QuickBooks API integration to automatically refresh tokens, ensuring seamless data synchronization. ## **🔧 Fixed** * **Bank Verification Field Alignment**: Fixed an alignment issue with the Bank Verification field to ensure a consistent user interface. * **Payor Column Alignment**: Corrected the alignment of the first column for payors, making all columns left-aligned for a cleaner layout. * **Bank Cards Display**: Resolved an issue where the wrong zip code and payment type were displayed on bank cards for Positive Pay. * **CashCloud Logo Sizing in PayShift**: Fixed the sizing of the CashCloud logo in PayShift to ensure proper display. * **PayShift Column Header**: Updated the PayShift column header for clarity and consistency. * **Payee Onboarding Button**: Fixed an issue where the Payee Onboarding button was not clickable. # 5 July: Version 2.2.0 - Enhanced user experience with new tablet design, extended FTP output support We're excited to release CashCloud Version 2.2.0, featuring new tablet-specific design enhancements and extended FTP output support, along with important bug fixes. ## ➕ Improved * **Tablet UX**: We’ve created a tablet-specific design for an improved user experience. Enjoy a more intuitive and responsive interface on your tablet devices. * **Outputs**: Extended FTP output functionality to support SFTP, providing more secure and efficient file transfer options. * **Payee Onboarding**: * Users can now specify which deposit options they prefer during the onboarding process. * Introduced overlays/tooltips and actions for payee badges to enhance clarity and usability. * **Notifications**: Added notifications specifically for the Payee Onboarding process, ensuring you stay informed every step of the way. * **Payees**: Updated the bank verification field to reflect the verification mode instead of the verified status for more accurate information. ## 🔧 Fixed * **Payee Onboarding**: Addressed an issue where read-only fields needed to be updated if they were incorrect, improving data accuracy and user control. * **Payee Icon**: Replaced a pixilated payee verified icon with an SVG version for a cleaner and sharper appearance. * **Invite User**: Added a multi-select field for payor permissions in the invite flow, making it easier to manage permissions. * **Notifications**: Resolved an issue where "Mark all as read" was not functioning properly, ensuring a smoother notification management experience.