In Progress
NSF/Overdraft source tracing. When an NSF or overdraft occurs, find the corresponding credit that was declined or the reversal where the bounced money came back. Link the return credit to the original debit (e.g., RETURN NSF CHEQUE 131.19 traced to ACH DEBIT FORWARD FUNDING 131.19). Dual-tag the linked transaction with bothnsf and the position tag (e.g., merchant_cash_advance). Shows which positions are getting hit.
Configurable book-level metric cards. The bank statements table already supports configurable columns in both standard and pivoted views. Same pattern applied to the deposits/withdrawals metric cards at the book level. Users pick which tag-based or computed metrics show as cards in the overview.
CRM: per-funder screening and industry mapping. Screening settings move from org-level to per-funder. Each funder gets its own criteria, industry list, and exclusions. Requires a mapping layer to canonicalize internal industry types to funder-specific industry enums.
CRM: programmatic lender submission. Integrating with lender portals and APIs for programmatic deal submission.
CRM: book deduplication and ingestion routing. Merging duplicate merchants across books and routing ingested documents into the businesses tab.
Responsive UI. Continued work on mobile and tablet breakpoints.