Flowtly update: Client Reporting, Contractor Management, and Stripe Integration Updates
What changed
This release introduces new client reporting capabilities, improves contractor filtering, and enhances Stripe payment integration. We've also resolved several caching issues that were affecting data visibility and system performance. These changes streamline financial operations and provide better visibility into client services.
Related update streams
Client Reporting Enhancements
New summary-of-services reports are now available for clients, providing professional documentation of work completed. The reporting system includes improved branding and better integration testing to ensure reliability.
- Generate professional summary-of-services reports for clients with enhanced branding
- Download client reports directly from the worktime interface
- Improved report formatting and visual presentation for client communications
Contractor and Supplier Management
The contractor listing system now provides clearer distinction between different types of costs and suppliers. Client-backed costs are properly filtered to show only genuine contractor relationships.
- Contractor lists now show only genuine suppliers and exclude client-backed costs
- Better organization of contractor types to reduce confusion in supplier selection
- Improved accuracy in contractor classification for billing purposes
Stripe Payment Integration
Organizations can now configure Stripe integration settings directly through the interface. Bank account visibility has been improved with better cache management after balance synchronization.
- Configure Stripe payment settings for your organization through the admin interface
- Bank accounts now appear correctly after payment synchronization
- Streamlined payment processing setup for financial operations
Client Profile Management
Client profile editing has been simplified by removing unnecessary tax information requirements for basic updates. Users can now modify addresses and status information without being blocked by tax field validation.
- Edit client addresses and status information without tax number requirements
- Streamlined client profile updates reduce administrative friction
System Performance and Chat Features
The support console now includes an always-visible agent picker for better user assistance. Infrastructure monitoring has been improved to better detect system drift, and caching performance has been optimized.
- Chat support now shows which agent is helping you with an improved interface
- Better system monitoring ensures more reliable platform performance
- Improved data caching reduces loading times across the platform
Why it matters
These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.
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