new
Week of 9/14
New
Meet the Support Agent
The Support Agent is now on for every FlexPoint account, no setup required. It's your built-in helper for sync problems. It checks your account data, tells you in plain language why something didn't make it to your accounting system, and in many cases fixes it for you right there.
Open it from Support Agent in the left nav or the Support Agent button in the top right. It slides in from the right, so you can keep working on the page next to it. Just pick an option and it takes it from there.
- On a deposit, it explains why the deposit didn't sync and can reset and resync it for you.
- On an invoice, it figures out what's holding up the invoice or its payments and either fixes it or walks you through the fix.
- Anywhere else, choose from common questions like "Why did my deposit fail to sync?", "An invoice is missing in my accounting system" or "What does this sync error mean?"
When a fix takes a few steps, the agent lays them out in order (invoice, then payment, then deposit) and links you straight to the right page. Your conversation stays with you as you move around the app and the next time you sign in, until you click Clear chat.
Improvements
A clearer AR Agent Overview
The AR Agent Overview page got a round of polish. Task types are now color coded so you can tell a call approval from an account review at a glance, you can click anywhere on a row to open the task, pagination sits above and below the table with a refresh button, and the KPI formerly called "Managed Accounts" now reads "Monitored Accounts." There's also a friendly empty state for when you've cleared your queue.
Room for longer bank account names
Businesses with long legal names can now save their full account holder name when adding an ACH bank account. Previously, longer names wouldn't fit.