Release Notes

Last Updated: 2025-12-02 10:22 UTC

Personas: All

What you'll learn

• Stay up to date on the latest product enhancements.
• Understand known limitations and upcoming fixes.
• Discover relevant guides for new features.

Step-by-step

1. Review the latest updates.
   • Each entry includes a release date, summary, persona tags, and links to detailed guides.
   • Screenshots or GIFs highlight UI changes so teams can recognize them instantly.
2. Check known limitations.
   • The limitations list clarifies current MVP boundaries (e.g., no ERP write-back, email-only outreach).
   • Use this section when setting expectations with stakeholders or customers.
3. Plan next steps.
   • Follow the "Related docs" link under each entry to train your team or adjust configurations.
   • Subscribe to release emails from Support -> Notifications to receive updates automatically.

Success checks

• Teams review release notes during weekly standups or QBR prep.
• New features are adopted with minimal ramp time thanks to linked guides.
• Stakeholders understand limitations and roadmap without escalating to Support.

Common pitfalls

• Skipping release reviews. Bookmark this page to avoid surprises in the app.
• Ignoring persona tags. Share updates directly with the impacted roles.
• Assuming limitations are permanent. Check for roadmap notes before communicating externally.

Related pages

• Next step: Support
• Role Guides
• Settings Overview

Latest updates

• 2025-11-27 -- UX Polish Release (All Personas). Significant improvements to loading states, feedback, and responsiveness across the platform:

  • Faster perceived performance: Loading skeletons now appear instantly on all major pages while data loads, reducing perceived wait times.
  • Better action feedback: All buttons that trigger server actions now show spinning indicators while processing, so you always know something is happening.
  • Undo for dispute triage: When rejecting a suggestion in the Ops triage queue, you now have 5 seconds to undo the action with a single click.
  • Autosave in onboarding: The workspace setup form now automatically saves your progress as you type—no need to worry about losing work.
  • Optimistic updates: Actions in the dispute triage queue now feel instant, with immediate visual feedback while the server processes in the background.

• 2024-05-10 -- Mini-Portal refresh (AR Operator, Billing Admin). New confirmation banners, faster token regeneration, and inline dispute submission. See Mini-Portal Workflow.

• 2024-04-28 -- Cash-App Assist beta (Controller, AR Manager). Stripe autoposting and remittance parsing now available. Learn more in Cash-App Assist.

• 2024-04-05 -- Deliverability toolkit (Controller, AR Manager). Warm-up schedule automation and suppression audit log. Review Deliverability.

Known limitations

• No ERP write-back in the MVP; updates flow one-way into Plixo.
• Outreach is email-only (SMS/voice planned for a future release).
• Payment plans require manual approval when installments exceed three months.