Release 2.4 (Tech Release 1.117): Streamlined Data

Release 2.4 (Tech Release 1.117)

🟢 Platform: Delete Customer Metadata Tags

We’ve added support for deleting metadata tags from customer accounts, allowing admins to keep customer records clean and relevant.

✅ What’s New:

• A new Delete action is available next to metadata fields in the platform.

• Admins can now remove metadata tags that are no longer needed.

• Supported across:Platform UI****Core API

🎯 Impact:

This enhancement eliminates the need for placeholder values or unused fields, helping

teams maintain clean, accurate, and up-to-date customer data.

🟢 Default UI: Legal Consent Checkbox in Checkout

We’ve added support for a Legal Consent checkbox in the checkout flow, allowing customers to acknowledge and agree to required policies before completing a purchase.

• A checkbox is displayed in the checkout / purchase confirmation modal.

• The checkbox can include links to:Terms and ConditionsCookie PolicyPrivacy Policy

• Customers must check the box before completing the purchase if setting is enabled.

⚙️ Configuration

You can enable and customize this feature using:

JavaScript

This enhancement helps ensure legal compliance by requiring explicit user consent while providing flexibility to customize policy links and messaging.

🟢 Platform: Payment Batch Creation & ACH Export for Vendors (Beta)

We’ve introduced Payment Batches to streamline vendor payouts, enabling finance teams to automatically group payable vendors and generate NACHA-compliant ACH exports in one step.

• A new “Export Payment Batch” button is available in Accounts Payable → Vendors.

• The system automatically identifies eligible vendors:Vendors with outstanding balance < 0Excludes vendors with zero or positive balances

📊 Batch Review Experience

• Clicking Export Payment Batch opens a modal with:Vendor list: _Vendor name | # Bills | Payable Amount_Ability to exclude/include vendorsSummary of total vendors and total payout amount

• Users can:Export → creates batch + generates ACH NACHA fileCancel → no changes applied

🏦 ACH NACHA Export

• Generates a single NACHA-compliant file including:Vendor details and banking infoPayment amountsInternal reference IDs

This feature enables finance teams to **process vendor payments in bulk with accuracy **

and compliance, reducing manual effort and ensuring reliable ACH payout workflows.

🟢 Platform: Trace Invoice Access for Collaborators

We’ve expanded access to the Trace Invoice feature, allowing collaborators with the appropriate permissions to independently review invoice charge flows.

• Collaborators with accounting permissions can now access Trace Invoice from:Accounting → Invoices

• Users can trace and review invoice charge flows directly within the accounting dashboard.

• Enables analysis of invoice behavior across specific accounting periods.

This enhancement empowers collaborators to investigate invoice flows, improving transparency and speeding up accounting and support workflows.

🟢 Platform/ UI: Multi-Site Subscription Access

We’ve enhanced subscription behavior to support multi-site access for products shared across multiple sites within the same Pelcro account.

• Subscriptions tied to a multi-site product now grant access across all associated sites.

• When a user subscribes on any site using a plan under that product:Access is automatically extended to all sites linked to the product.

• No additional subscriptions are required per site.

This enhancement provides a seamless cross-site experience for subscribers, reducing friction and enabling publishers to offer unified access across multiple properties with a single subscription.

🟢 Platform: Reduced Friction in the Signup Flow

We’ve streamlined the Pelcro signup experience to make account creation faster and more user-friendly.

✅ What’s Changed:

• The Domain field is now optional during signup.

• Added real-time password validation with inline guidance/checkmarks as users type.

• Removed OTP verification from the signup flow only.

These improvements reduce signup friction, shorten the path to account creation, and provide a smoother onboarding experience for new users.

🟢 Platform: Case-Insensitive Domain Handling

We’ve standardized domain handling across the platform to be case-insensitive, ensuring consistent behavior in member attachment and domain matching workflows.

✅ What’s Improved:

• Domain comparisons are now case-insensitive across:Platform UICore APISDK

• Prevents creation of duplicate domain records caused by casing differences.

• Ensures consistent member attachment and domain matching behavior.

This update improves data consistency and reliability, eliminating errors caused by domain casing mismatches and simplifying domain-based workflows.

🟢 API: Core API Performance Enhancements

We’ve implemented performance optimizations across key Core API endpoints to improve response times and overall system efficiency.

• Reduced median API response times across several endpoints

• Optimizations applied to high-impact areas including:Invoice Control IndexImport Tool processingCopilot Export

• Backend improvements to reduce latency and improve request handling

These enhancements deliver a faster and more responsive API experience, helping ensure more reliable integrations and improved performance across the platform.