Change Log
Release v1.25.91- v1.26.01
3 min
this article highlights new features, important fixes, and improvements made across januscrm , the employee app , and related client tools π§ bug fixes β
leads now count only active employees ticket js 2003 leads that are missing employees now correctly ignore employees who were removed, giving a more accurate count β
fix for missing records in billing history report ticket js 1911 clients now show up in the payroll billing history report if their payroll was either sent or completed during the selected time π new features ποΈ new βlast 30 daysβ filter on leads dashboard ticket js 1759 you can now select β last 30 days β when viewing your leads to quickly see recent activity π₯ checklist for finishing ach requests ticket js 1774 before marking an ach request as done, users will now be asked to check off these 3 steps ach was approved payroll was updated company profile was updated π¦ ach automatically updates when new clients are processed ticket js 1792 ach requests now automatically complete or cancel when a related new client request is completed or canceled πΎ filters are now saved on the payroll dashboard ticket js 2018 saved filters will no longer be lost when your browser is cleared or cookies are removed π© show payroll contact on new client requests ticket js 1809 the new client view now shows the most relevant payroll contact's name, email, and phone number π save button added to underwriting form ticket js 1757 you now need to click a save button to submit the form β it no longer saves automatically when you make changes π only one payroll contact allowed per client ticket js 1858 a client can now only have one assigned payroll contact the system will prevent you from removing the last one and will guide you with messages π¦ service level tags now shown on client requests ticket js 1907 client requests now show labels like βenterprise,β βwhite glove,β or βexpressβ to help prioritize them more easily π clearer labels for expedited payroll ticket js 2048 expedited payroll entries now show the payroll frequency (such as weekly or biweekly) to avoid confusion π fewer emails to payroll department ticket js 2040 the payroll team will only get notified about card changes if the client is currently active (status bound or binding) π find clients without payroll records faster ticket js 2021 you can now find clients who donβt have payroll records without needing to change any advanced settings β¨ improvements π
standard date filters across dashboards ticket js 1759 all dashboards now offer the same filter options this week, last week, and last 30 days π better filtering by source on leads page ticket js 1828 you can now select multiple sources or excluded sources when filtering leads β this applies to both filters π annual wages now show correct amount ticket js 1775 the βstartup gross wagesβ field now calculates a full yearβs wages by multiplying the weekly amount by 52 π§Ή cleaned up unused fields and checks tickets js 1810, js 2032 removed the βfirst periodβ field from new client previews removed the systemβs automatic flag for βmissing checksβ on payroll these updates are now live across the platform for questions or support, please reach out to the product team or it help desk
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