Guided Top-Ups & Clearer Invoices
12 Nov 2024
We're thrilled to introduce our latest updates designed to make managing payments on Cloudfloat even easier!
Suggested Top-Up Amount
Stay on top of payments with our new suggested top-up button, which appears if your balance won’t cover the next 7 days of payments. With one click, you’re ready to go.
Invoice Guidelines
Submitting invoices is now clearer than ever with in-app guidelines that ensure all details are correct upfront.
UI Refresh
The “Pay Invoice” page has a cleaner, more compact design with refined top-up and recurring top-up options. The main navigation is also streamlined to help you find everything faster.
Enhanced Empty States
Our empty states now offer helpful, detailed explanations to guide you through each feature, keeping you informed every step of the way.
Updated Account Menu
Easily access the Knowledge Centre, Latest Updates, and Support through the redesigned account menu.
New Reports Section
The new Reports section in Settings lets you download transaction data. Start with the “Payment Request Report” for detailed insights on fees and GST.
These updates bring more clarity, ease, and control to Cloudfloat—enjoy the improvements!
Invoice side panel & Payment progress tracker
5 Oct 2024
We’re excited to announce some big improvements in how you manage invoices and track payments on Cloudfloat!
All-new Invoice side panel
Say goodbye to the old full-page invoice view. The new Invoice side panel allows you to check invoice and repayment details without leaving the page you’re on. Whether you’re reviewing payments or managing other tasks, the side panel keeps everything within reach for faster access. With better information architecture, you’ll find what you need more quickly and without interruption.
Clear payment tracker
We’ve listened to your feedback: it wasn’t always clear when suppliers would be paid. Now, with the redesigned payment process, you can see the entire timeline at a glance. From “in review” to “scheduled” and “paid,” each step is clearly outlined, giving you full transparency on when payments are expected.
These updates are designed to make your workflow faster, simpler, and more intuitive!
Download your remittance advice instantly
2 Oct 2024
You can now effortlessly download your Remittance advice directly from the app. Once a payment request is marked as paid, simply click the download button to get your PDF instantly. We’ve also added a quick walkthrough to guide you through the process.
As always, we’ve fixed a few bugs to ensure everything runs smoothly.