Release v1.30.14 - v1.30.29

this release includes bug fixes, payroll updates, compliance improvements, billing enhancements, and reporting additions below is a summary of what changed and how it may affect your daily workflows 🛠️ bug fixes & stability improvements 📌 forms & reminders reminders no longer send after forms are completed clients will no longer receive reminder emails after they have already signed a form forms sent shortly before the daily reminder run will not receive a same day reminder sms confirmations for retirereadynj forms have been removed (email only) what this means clients will receive fewer unnecessary reminders, reducing confusion and duplicate notifications 📌 enrollment updates enrollment page no longer resets when adding notes adding notes will no longer refresh the page or reset filters what this means you can continue working without losing your place or reapplying filters, specially on the enrollment dashbaord 📌 password reset email fix password reset emails now display correctly formatted names and cleaner spacing what this means more professional and easier to read system emails 📌 billing & payment fixes deleting a saved card fully removes it when a payment method is deleted, it is now fully removed from the account no matter of the card purpose note clients can not delete cards with purpose of payroll invoice what this means no leftover billing references or payment errors initial cost payment method protection updating or syncing cards will no longer accidentally change the payment method used for the initial cost what this means your initial cost billing setup remains intact improved duplicate credit card detection the system now better detects duplicate cards and prevents the same card from being added multiple times what this means cleaner billing records and fewer card errors 📌 integration & data stability fixes unknown employee status now handled safely if an outside system sends an unexpected employee status, the system safely defaults it instead of erroring out client will only see employees with status of active and ignore every otehr status what this means fewer sync errors and smoother payroll processing client id error prevention system no longer crashes if a client id is temporarily unavailable what this means improved overall stability loss runs updated through 2026 system now supports 2026 loss run data ✅ enhancements & new features 📌 payroll & tps updates fewer unnecessary payroll card change emails payroll team will only be notified of card changes when the client is fully bound what this means less email noise and clearer communication alert when payroll finalized email is skipped if a payroll finalized email is skipped due to a cancelled client, an internal alert is triggered what this means ensures important payroll communications are not missed payroll now stores company name at time of processing payroll records now show the company name as it existed when payroll was processed what this means more accurate historical reporting, even if the company name changes later 📌 employee & compliance updates south carolina w 4 improvements sc w 4 step now appears correctly in standalone w 4 workflow sc w 4 only appears when both home state and wc code are sc what this means improved compliance accuracy for south carolina employees sc worksite notice added for compeo employees required south carolina worksite notice now automatically included in employee app pdfs spanish language support added for employee apps review and signature pages now support spanish system automatically detects preferred language when possible what this means improved experience for spanish speaking clients and employees 📌 payments & forms enhancements improved credit card handling prevents adding duplicate credit cards automatically updates billing references when a card is replaced what this means cleaner billing records and fewer payment setup issues bank routing number verification added routing numbers are now validated when entering bank details what this means reduces ach errors and incorrect bank information 📌 lead & client id updates lead cid updates now sync to payroll automatically when a client id is updated on a lead, it now syncs to payroll automatically what this means prevents cid mismatch errors on the payroll dashboard cid changes on bound leads now require a reason when updating a cid on a bound lead a reason is required a system note is automatically created what this means stronger audit trail and better tracking of important changes 📌 new report added bound customers with rates report new report available in the payroll folder shows bound customers along with their rates and payroll data available for csv and excel export what this means improved rate visibility for payroll and accounting teams 📣 release status all updates listed above are now live in januscrm for detailed instructions and screenshots, please refer to the associated knowledge base articles or contact the product team or it help desk