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Things we know about and are working on. If you’re hitting something not listed here, email [email protected].

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UI

Mobile layout — Spacing and layout on smaller screens is not fully optimized. The app is designed for desktop. Mobile improvements are in progress.

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Bank Statements

Stop payments — Stop payment transactions are not yet broken out as their own category. They currently appear within returns or NSFs depending on the statement. A dedicated stop payment tag is in progress.

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CRM

Funder matching — Automatic matching of parsed debt positions to funder records in the CRM is not yet live. Positions and funders need to be linked manually for now.