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.

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✨ 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.

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➕ 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.

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🔧 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.