April 2026
Charge into Operating functionality.
Firms can now charge a payment directly to their operating account without needing to create or select an invoice. This simplifies the charge flow for in-office and scheduled payments, reducing steps while maintaining existing Trust and Operating account rules for compliance.
Invoice and Quick Bill Selection Portal
Clients can now select and pay multiple invoices or QuickBills in a single session. Trust and Operating payments remain separated for compliance.
Quick Bill Reference Field Improvements
Quick Bills now support reference-based workflows with no character limit, giving your firm the flexibility to capture complete payment details for easier tracking and reconciliation. You can also standardize invoice emails to keep client communications consistent and professional.
Partial Payments on Invoices and QuickBills
Firms can now choose whether to allow partial payments on invoices and QuickBills, giving clients more flexibility in how they pay while helping firms improve collection rates and cash flow.
eCheck Surcharge Support Added
eCheck surcharge is now supported, allowing firms to apply compliant surcharges without interrupting their billing workflows.
Admin Permissions for Accounts and Transactions
Admin users can now manage permissions for accounts and control access to transaction visibility and actions, giving firms greater control over financial access and oversight.
Improved Scheduled Payment Search
Scheduled Payments now include enhanced search and filtering, along with an updated management screen designed for high-volume schedules. Payer name visibility and improved filtering make it easier to quickly find and manage recurring charges.
March 2026
Upcoming Billing & Payments Improvements (Beta)
Several billing and payments enhancements are now in beta as we prepare for upcoming releases. These updates include surcharge support, charging directly into operating accounts, scheduled payment improvements, updated client billing and invoice settings, and more.
Credit Card Surcharge Display Update
Resolved an issue where credit card surcharges were added to the invoice total. Invoice totals now reflect only the legal charges, with surcharges tracked separately.
February 2026
Improved Scheduled Payment Search
Scheduled Payments now include enhanced search and filtering, making it easier to quickly find and manage recurring charges — even at higher volumes.
Deposit Funds Report Update
Resolved an issue impacting the Deposit Funds report to ensure accurate visibility into deposited transactions and reconciliation.
Edit and Copy Scheduled Payments
Scheduled payments can now be edited or duplicated, making payment plan management faster and more flexible.
Create Scheduled Payments from Previous Transactions
You can now create recurring schedules directly from prior payments, reducing manual entry and saving time.
January 2026
Advanced Transaction Search Improvements
Expanded transaction search and filtering make it easier to quickly find the payments you need — no workflow disruption.
Detailed Transaction Exports
Transaction exports now include the required fields and formats to support reconciliation and reporting workflows.