Release 2025.30
Release date:
New Features
Transaction Subtab on Customer Workbench Popup
The Customer Workbench Popup now includes a subtab that displays all historic transactions for the Customer.
Customer Workbench new filter - Subsidiary
Subsidiary associated with the Customer records is now available as a Customer Workbench filter.
BCC Sales Rep on Emails
A new setting is available to allow BCCing the Sales Rep associated with a Customer for any automated emails sent from a Collection Procedure.
Additionally, BCC Sales Rep is also provided when sending emails from the Customer Workbench and Task Workbench popups.
Email Attachments
Files may now be attached to manual emails being sent from the Customer Workbench and Task Workbench.
Preferred Payment Days
A new attribute is provided on the Customer record to allow identifying which days of the week the Customer performs their payment runs.
Additional information displayed on the Task Workbench popup
The Task Workbench popup now additionally displays:
Customer Balance
Overdue Balance
Days Overdue
Preferred Payment Days
Bug Fixes
[360] Corrections to Debtor Status Lozenge displaying on the Customer record.
[357] Resolution of issues in relation to the use of action buttons on the Task Workbench Timeline popup.
[373] Issue resolved where missing data causes an issue opening the Task Workbench