Release 2.4 (Tech Release 1.117): Streamlined Data Management, Compliance, and Performance Upgrades

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.

✅ What’s New:

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

• The checkbox can include links to:

  • Terms and Conditions

  • Cookie Policy

  • Privacy Policy

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

⚙️ Configuration

You can enable and customize this feature using:

JavaScript

window.Pelcro.uiSettings = {
  enableLegalConsent: true,
  legalConsentLinks: [
    { text: "Terms and Conditions", url: "https://example.com/terms" },
    { text: "Cookie Policy", url: "https://example.com/cookies" },
    { text: "Privacy Policy", url: "https://example.com/privacy" }
  ],
  legalConsentPrefix: "You can use this to replace the default \"I accept that\" prefix"
};

🎯 Impact:

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.

✅ What’s New:

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

• The system automatically identifies eligible vendors:

  • Vendors with outstanding balance < 0

  • Excludes 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 vendors

  • Summary of total vendors and total payout amount

• Users can:

  • Export → creates batch + generates ACH NACHA file

  • Cancel → no changes applied

🏦 ACH NACHA Export

• Generates a single NACHA-compliant file including:

  • Vendor details and banking info

  • Payment amounts

  • Internal reference IDs

🎯 Impact:

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.

✅ What’s New:

• 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.

🎯 Impact:

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.

✅ What’s New:

• 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.

🎯 Impact:

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.

🎯 Impact:

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 UI

  • Core API

  • SDK

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

• Ensures consistent member attachment and domain matching behavior.

🎯 Impact:

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.

✅ What’s Improved:

• Reduced median API response times across several endpoints

• Optimizations applied to high-impact areas including:

  • Invoice Control Index

  • Import Tool processing

  • Copilot Export

• Backend improvements to reduce latency and improve request handling

🎯 Impact:

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