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
