Release v1.26.16 - v1.26.26

this article highlights new features, important fixes, and improvements made across januscrm and related client tools, with a focus on lead management, billing workflows, and payment handling 🔧 bug fixes ✅ expense reimbursement forms notifications ticket js 2214 when an expense reimbursement document is received after client completion, the payroll department inbox now receives an email notification ✅ accurate assignment of processing program for expedited payrolls ticket js 2202 expedited payrolls now follow correct logic for assigning processing programs based on client tier (e g , advisor express, whiteglove, enterprise) ✅ archived marketing sources now hidden ticket js 2001 marketing source dropdowns now exclude archived values, reducing clutter and preventing outdated selections when accessing the marketing – sources tab ✅ cleaner employee record updates ticket js 2173 removed unnecessary client signature fields during employee onboarding updates to streamline the process and reduce errors 🌟 new features 📊 advanced filter panel for leads dashboard ticket js 906 introduced a “more filters” expandable panel for advanced filtering added multi select dropdowns for source , status , and broker , with “select all” support created a saved filters system, allowing users to save and apply up to 10 custom sets 💸 voiding initial cost charges ticket js 2105 users can now void or partially refund initial cost charges with real time transaction updates activity logs now include accurate refund amounts charges interface updated to reflect new void/refund actions 📩 broker auto cc on welcome emails ticket js 2205 the assigned broker is now automatically cc’d on all welcome aboard emails sent to new clients 🔄 editable lead rates & employee count ticket js 2002 users can now update the number of employees and payroll estimates directly from the lead rates table (internal use only) when updating a quote 📝 reinstatement tracking improvements ticket js 2025 added a confirmation modal when adjusting reinstatement count users can select reinstatement type “internal” or “regular ” all changes now tracked in activity logs 💳 declined one time payment recovery flow ticket js 2130 users now see a declined message and next steps when a one time payment fails payment method can be updated and resubmitted immediately 🔐 wire bypass restricted to admins ticket js 2023 only admin users can access the wire bypass toggle when the payment method is set to “wire ” role based access control is now enforced for this functionality ✨ ui improvements & system cleanup 🧼 renamed button from bizex to beia ticket js 2236 updated internal language and button labels to reflect beia branding in place of bizex 🗑️ removed legacy reset filter icon ticket js 2189 deprecated the old reset filter button from the leads dashboard for a cleaner and simpler ui 📅 updated dashboard time range logic ticket js 2089 default date range for dashboard filters now shows sunday–saturday instead of friday–friday , aligning with reporting expectations these updates are now live in januscrm if you have any questions or notice anything unexpected, please reach out to the product team or it help desk for assistance