Release Date : 8-Aug-2025
Enhancements
Update Payment Status – Feature Improvements
Several enhancements have been made to improve the usability and accuracy of the Update Payment Status function:
Several enhancements have been made to improve the usability and accuracy of the Update Payment Status function:
- Credit Invoice Inclusion – Credit invoices are now displayed in the payment status update list. This allows users to mark both debit and credit invoices as Paid when a debit invoice is settled with a credit note in the accounting system.
- Reset/Clear Status Option – Users can now reset or clear an invoice status back to blank if required.
- Automatic Page Refresh – The overview page will automatically refresh after any status update action.
- Reference Field – If the reference field is left blank during the status update, the existing reference value in the account line will remain unchanged.
Reverse Invoice Process – Improved Workflow
The reverse invoice process has been streamlined with clearer steps, improved usability, and the removal of unnecessary actions.
Data Extract File – Updated Format to XLSX
The data extract file format has been updated from to
.xlsx. This ensures files open directly in Excel as a native Excel Workbook, improving compatibility and usability.Bug Fixes
Partner Module – Country List Accuracy
Corrected the country list under Partners to display only active countries.
Survey Action – Duplicate Event PreventionResolved an issue where duplicate events could be added on the Survey Action page. The system now prevents duplicate entries.Agent TDR Email – Hyperlink FixFixed a routing issue with hyperlinks in Agent TDR emails to ensure they direct users to the correct page.Quote Service Template – Functional FixesAddressed issues affecting the Quote Service Template functionality to ensure smooth template management.Inclusions & Exclusions – Reset Services Option FixThe "Reset Services" option under Inclusions and Exclusions now correctly reverts to the default settings defined in the Quote Service Templates.Bugs/Enhancements done specific for customers.
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