May 28th, 2025

Check out these latest updates!

In this edition of Owl's Progress Notes, we have added added the “Write-Off” transaction type for use cases where it is needed and updates to client exports.

Write-Off Transaction Type

The Write-Off transaction type has been added in the event that the balance amount is non-collectible or not worth pursuing.  

Updates to Client Exports

You will now receive a notification when you of when you have completed a client export or when you request a bulk export by requesting it from our customer support.  The export will read as follows:

When you complete a client export yourself, you will also recieve an email that will look like the following: