Many minor changes and enhancements have been made to the CMA during Q1. Details are available in the internal CMA Changelog.
The following is a highlight of changes:
🔧 Improved check handling and money-matching magic, making your financial tasks a breeze!
🌐 PHP 8.2 is here to stay, future-proofing for the next 2 years.
🧹 Data cleanup just got smarter, keeping your information fresh and tidy.
🔍 New dynamic filters for SQL Reports make your documents more versatile than ever.
⏱️ Track your breaks alongside your sessions with enhanced Session Log Calendars.
🔎 Dig deeper into client balances with new filter options.
🎨 Out with the old, in with the new Bootstrap Icons for a sleeker look!
📅 Task views now come with a handy Calendar view for a fresh perspective.
📈 Visualize your Task workflow like never before with our directed graph layout.
⏳ Customize Imported Lead waiting times with ease.
💰 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.
📞 Transcribe Call Log recordings using OpenAI’s Whisper API.
😀 Call Log records with Transcriptions now display the sentiment of the conversation with top 3 emotional tones to save you time when analyzing calls!