Product updates

Change of Address

This month we rebuilt our Change of Address process from scratch with the goal of making it simpler and faster to transition all of your previous business address over to Stable.

‍

Now when you add a new address to Stable we’ll walk you through transitioning your address directly in product

• You share your previous business addresses
• You share the companies you’d like to transition to Stable
• We generate customized tasks, prefilled forms, and detailed instructions on how to set up USPS mail forwarding, update your vendors, and inform the IRS of your address change

Give it a try and let us know what you think!

Rescan Internal Documents

We track, measure, and are continuously investing in the quality of our document scans, but sometimes we make mistakes. In the past, if a scan had an issue the only way to request it be rescanned was through email.

‍

Moving forward you’ll be able to request document rescans directly from the dashboard, and share a bit more context on what the issue is so we can quickly make it right.

‍

Redact Internal Documents

Sometimes internal document scans contain sensitive information that you may not want others to see. In the past, the only way to request this information be redacted was through email. Moving forward you’ll be able to redact document scans directly from the dashboard.

‍

Team Management and Mail Assignment via API

You can now use our API to manage teams and mail assignment

• Create, read, update, and delete teams
• Assign mail to teams

Check out our docs and let us know what you think!

‍

Cropped Check Images via API

You can now access cropped check images via API + Webhook (docs here). Specifically, we will surface both the cropped check image as well as the entire page associated with the check.

‍

Notes

You can now add notes directly to mail items. Notes empower your team members to work directly within your mailroom to share context, take action, and bring items to resolution more quickly.

‍

You can add a note by scrolling to the bottom of the activity log when viewing a piece of mail.

‍

Tagging via API + Webhooks

We've updated our API + Webhooks to support creating, updating, deleting and assigning tags.

‍

Automatic Check Deposits and Other Improvements

You can now automate check deposits using routing rules. When a check is detected, define conditions and deposits will happen automatically whenever there's a match.

‍

For example, you could now

• Automatically deposit all checks for a specific company and then assign them to the Finance team
• Automatically deposit all checks with “Rent” in the document scan to your main bank account; deposit all remaining checks to your auxiliary bank account

To get started, create a routing rule, select the Check(s) Detected trigger, and add the Deposit action.

‍

Check data

We now automatically extract issue date, void date, memo, account number, routing number, and return reason from checks. These fields have been added to the dashboard + Checks view CSV export. We also updated our API + Webhooks to expose this data.

‍

Check filters

The Checks view now support amount filtering. Use these filters to more quickly find the specific checks that you’re looking for!

‍

Companies View

You can now manage company information directly in Stable (link). Add details like where you're incorporated, which jurisdictions you operate in, or your entity type, and Stable will show you exactly where you may be missing registered agent coverage. If you add a registered agent through Stable we’ll handle mail management for that address as well.

‍

This is a simple way to stay on top of your compliance needs across jurisdictions, all from the same dashboard where you manage your business mail. We will continue to improve the companies view to help you easily understand and act on outstanding compliance tasks across the different jurisdictions where you operate.