Release Notes, March 24, 2025
Invoice Rover Templates
We have added templated Invoice Rover rules based on best practices to make it even easier for you to automate your notifications to customers.
Bank Routing Number Validation
- Perform validation against input routing numbers to ensure they pass the check digit check in the USA, and format in Canada.
Ensure valid routing number for ACH and EFT
It would be helpful to not allow saving of banking information if the routing number is not valid in order to help prevent some typos in entering banking information.
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Security enhancements
- Security improvements to notify admins when critical changes are made to permissions and payment gateway settings
Notification to Merchant users when gateway settings updated (add/edit/delete)
Need to send alerts in app, as well as emails to all admin users when gateway settings are added, edited or deleted. Message should be along the lines of "your payment gateway settings have been updated, if you did not initiate these changes, please log into your account to verify your settings. Please notify us immediately if you believe these settings were changed without your authorization". Also need to know when Admin users have their admin rights removed, or the users are deleted, same notification destinations as above. Avery any additional thoughts? This is to avoid someone gaining access, changing the gateway settings and then processing payments into their gateway account.
1
Other Fixes and Improvements
- Bambora bank batch submission submits refunds in separate batch for easier reconciliation.
- Improvements auto focus on dynamic drop downs
- Update labels on payment pages to indicate why email is required
- Send alert to Admin users when gateways are updated, edited or deleted
- Send alert to Admin users when Admin privileges are granted or removed.
- Improve messaging for failed bank transactions on transaction details modal
- Improvements to invoice query performance
- Improvement to invoice sync performance and UI responsiveness
- Fix autocomplete issue with MFA Code inputs
- Ensure users IP Address is stored with profile on creation, as well as in activity log and Pre Auth mandate
- Improve performance of Batch Send Statements
- Fix issue with QuickBooks Desktop invoices with long description values
- Ensure clear messaging and validation of required tokens in Invoice Rover email templates