Release v1.28.88 - v1.29.15

summary this release delivers multiple backend and ui improvements across payroll, enrollment, billing, and compliance workflows key highlights include expanded enrollment automation, refined bounced and cancellation logic, improved filter visibility, and enhanced data accuracy for payment processing and reporting 🌟 new features ✅ enrollment – send to bind modal after questionnaire submission when payroll advisors complete an enrollment questionnaire and all enrollment requirements are met, the system now displays a confirmation modal asking if they’d like to send to bind immediately eliminates missed bind steps after questionnaire completion streamlines workflow directly within the payroll dashboard ✅ bounced workflow logic enhancements the bounced payroll workflow has been fully reengineered to strengthen transparency and control automatically reassigns bounced records to the escalations program adds credit hold flags to related records until resolution preserves document requirements and locks completed tabs for data integrity includes full audit trail, automated advisor/client notifications, and permission based actions for admin, billing, and accounting users ✅ dashboard active filter display (payroll & leads) users can now view and remove filters directly from the payroll and lead dashboards adds dynamic “active filter” component for improved navigation reduces confusion from hidden or stacked filters ✅ enrollment – auto note on initial call scheduling when users schedule a call from the enrolling clients tab, the system now auto creates a unified note documenting the call under the enrollment record supports better visibility and team collaboration ✅ payroll dashboard – client state tag display each client record now shows a state tag for approved wc codes multi state clients display all applicable state codes new state filter added under more filters for refined searches ✅ payroll report export – “is auto” column a new is auto column was added to the payroll dashboard’s export data report displays “yes” for clients with auto payroll enabled and “no” otherwise improves analytics and client segmentation during export 🔧 bug fixes ✅ ls 55 overtime rate default the ls 55 form (question 7) now defaults to “weighted average” instead of a free text field users can no longer manually edit the overtime rate before sending ✅ billing – credit card data security update full credit card numbers are no longer stored or visible in the accounting tab only the last four digits now display enhances compliance security ✅ payroll dashboard – cancel instantly email logic selecting “cancel instantly” in the pending cancellation modal now triggers only the cancellation email , not both pending + cancel emails ✅ spanish translation for cancellation reasons spanish email templates were updated to display complete and accurate translations falta de reportes (non reporting) pago rechazado (payment declined) incumplimiento (non compliance) solicitud del cliente (customer request) falta de pago (non payment) ✅ beia waive logic correction waiving the beia form no longer locks the send to beia button for 30 days users can waive and still send within the same 30 day period ✅ enrollment – bind date alignment for poi uploads ensures the bind date set by the pre send mcf remains consistent across the enrollment questionnaire and poi upload processes ✅ coguard quoting – payment account correction initial cost payments for coguardhr proposals now use the ocmi authorize net account instead of the carrier account prevents authorization errors during payment processing ✅ lead dashboard – export filter synchronization the “generate list lead report” export now respects all active filters fixes prior issue where reports ignored dashboard filter settings ✅ automated payments – exclude cancelled clients refined automation logic ensures only active and pending cancellation clients are included in automatic payment processing 🧠 knowledge base articles updated 📖 learn more 🔗 new enrollment questionnaire docid\ a3eabf1ctpdva1k7nyjzq 🔗 send pre mcf button docid 1sfglyyvvgbqpysrf zlo 🔗 pending cancellation & cancellation workflow docid\ ijx2ptuxilzctwqhfdeqh 🔗 bounced payroll & credit hold docid 6vomp3rgeacuxtrm37 qv 🔗 ny ls 55 form – manual send process docid\ qptip6h9d8bdlgp yic9i these updates are now live in januscrm questions? please reach out to the product team or it help desk for additional guidance