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.

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✨ 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.

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➕ 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.

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🔧 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.