🆕 New Features & Improvements
- Failed transactions are now included in the Payment History view.
- Gives firms and clients full visibility into both successful and unsuccessful payment attempts, complete with audit trails.
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🧭 Help Center Access
- A dedicated Help Center link has been added to the main navigation menu.
- Quick access to support articles, walkthroughs, and compliance guidance directly from the platform.
🔢 Payment Table Improvements
- Payment schedules are now sortable by Tax Account, helping firms easily group and manage schedules by entity or region.
🛠️ Bug Fixes & Backend Updates
🔄 Table Data Refresh
- Fixed intermittent bugs where tables would not refresh properly after changes to payment schedules or accounts. Real-time updates now reflect as expected.
🏦 Scheduling Without a Bank Account (Firm Users)
- Firm users can now create schedules without requiring a client-linked bank account upfront.
- This supports a more flexible workflow: schedules can be drafted and later completed once the client adds banking info.