What's new

• Cancel direct debit mandates: Click into the customer and select "Cancel Direct Debit" to cancel their mandate. If the mandate is pending signature, we'll automatically cancel any further reminders.
• Customer search bar: Easily find and filter specific customers in the customer view.
• Improved sorting: Sorting by status now automatically orders the records by activity date. For example, sorting by invoice status will place the most recently paid invoices at the top. We also remember your sorting preferences, so next time you open Adfin the tables will be as you left them.
• Merge customers: Merging customers is now much more flexible, so it works for all scenarios. When you merge customers, we'll automatically cancel the mandate and Xero link associated with the archived customer.
• Invoice upload: We’ve tweaked our invoice upload to make sure it doesn’t accept invalid documents that are not actually invoices - helping to minimise potential mistakes when dragging and dropping files into Adfin.

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