Changelog

📘

What you need to know:

• Added a new eligibility rule "Credit Note Dilution"
• Reduces debtors eligible amount by total credit note value
• Only enabled in Australia for now

📘

What you need to know:

• You can now identify portfolio debtors in the debtor list & on the debtor page
• Clicking on the icon will take you to the Portfolio Debtor Screen

📘

What you need to know:

• You can now filter the client invoices list by invoices with only the decline reason specified
• Should help users find invoices that are easier to make eligible

📘

What you need to know:

• You can now sort by the Total Days column on the client screen.
• The Client Search Box has been removed. You can still search for clients and debtors using the Global Search Box at the top.

📘

What you need to know:

• Cancelled credit notes will now appear as a separate category to cancelled invoices

📘

What you need to know:

• We have added the last insurance request details to the modal for users who do not have permission to see the full edit insurance modal.
• This will indicate the latest cover request date, requested amount and approved amount from Allianz

📘

What you need to know:

• You can now filter for cancelled invoices

📘

What you need to know:

• We have added a border to table rows to make reading rows easier

📘

What you need to know:

• Authorised users can disable DCL calculations for a client
• When a client's DCL calculations are disabled, only insurer/manually applied limits count towards their credit limit

📘

What you need to know:

• Imports can no longer be started for former clients