Changes – 2023 Q1

Many minor changes and enhancements have been made to the CMA during Q1. Details are available in the internal CMA Changelog.ย 

The following is a highlight of changes:

๐Ÿ”ง Improved check handling and money-matching magic, making your financial tasks a breeze!

๐ŸŒ PHP 8.2 is here to stay, future-proofing for the next 2 years.

๐Ÿงน Data cleanup just got smarter, keeping your information fresh and tidy.

๐Ÿ” New dynamic filters for SQL Reports make your documents more versatile than ever.

โฑ๏ธ Track your breaks alongside your sessions with enhanced Session Log Calendars.

๐Ÿ”Ž Dig deeper into client balances with new filter options.

๐ŸŽจ Out with the old, in with the new Bootstrap Icons for a sleeker look!

๐Ÿ“… Task views now come with a handy Calendar view for a fresh perspective.

๐Ÿ“ˆ Visualize your Task workflow like never before with our directed graph layout.

โณ Customize Imported Lead waiting times with ease.

๐Ÿ’ฐ Take control of extra funds allocation with our new customizable settings.

  • – add Setting::DISBURSEMENT_EXTRA_FUNDS_ALLOCATION_LIMIT to allow customization of the amount of extra funds that are automatically allocated when generating Disbursements
  • – add Setting::DISBURSEMENT_EXTRA_FUNDS_ALLOCATION_ALGORITHM to allow customization of the order in which extra funds are allocated if an account is not explicity set.
    Avaiable options are:
    • 1=Lowest APR,
    • 2=Highest APR,
    • 3=Lowest Original Balance,
    • 4=Highest Original Balance,
    • 5=Lowest Payment,
    • 6=Highest Payment.

๐Ÿ“ž Transcribe Call Log recordings using OpenAI’s Whisper API.

๐Ÿ˜€ Call Log records with Transcriptions now display the sentiment of the conversation with top 3 emotional tones to save you time when analyzing calls!