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.

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➕ 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.

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🔧 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.