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Product updates AR Management

Task Manager and Embedded CSV importer

Ron Danenberg • 07 Mar 2023 • 0 mins

Task Manager

Big work from our frontend team. Formerly, you remember the Actions Board:

It is now the “Task Manager”, redesigned with a number of UX/UI improvements (such as just clicking anywhere on the row to respond). It also includes long-awaited filters (by email/sms/call/promise to pay/note):

Embedded CSV importer

We now have a user-friendly CSV uploader. It works easily with different file formats, large number of rows, and enables in-app correction of errors like in Excel:

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