All release notes

Updated consent buttons

When you add a consent, the buttons now display names (Consented, Declined, Waived, N/A) in addition to icons.

Coming soon: Export vendors to Excel

The ability to export vendors will be available in a future release.

Outstanding Balance column added to Accounts Receivable page and exports

A new Outstanding Balance column in Accounts Receivable displays the outstanding balance by calculating partial payments. In addition, the Outstanding Balance column now displays on the Transaction Log export and Excel export.

Finance alias now displays on invoice PDFs

When downloading invoice PDFs, the finance alias now displays. If there is no alias, the real name displays. To download as PDF, from the study, select the Invoices tab. In the upper left, click PDF.