Sunday, May 31, 2026

Release Notes — May 31, 2026: Billing clarity and admin insights

By Clerie Team

Enhanced billing workflows with clearer client payment status handling and improved admin analytics for better practice management insights.

Billing Improvements

  • You can now easily identify clients with undetermined payment arrangements through clear status indicators and action items
  • Improved billing workflow accuracy by preventing silent defaults that could cause confusion in payment processing
  • Enhanced invoice dialog clarity to help you resolve payment status questions more efficiently

Admin Analytics

  • You can now configure custom time windows when analyzing support trends and practice insights
  • Added cross-theme analysis capabilities to help you identify patterns across different areas of your practice
  • Your analytics panel preferences are now saved, so collapsed sections stay collapsed between sessions
  • Enhanced data visualization with severity indicators and rolling window analysis for better trend tracking