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July 2023 Release

Updated

Product: Collect

Features/Enhancements

1. User capability to create and manage alerts for all users

  • Previously,Edit alert tab was listing only for IT Users for notifications. Now with this fix, All types of users are listed and can be notified.

2. Security Review for Salesforce


Issues Resolved


1. Error while user is trying to change a user ID for a single customer

  • You can now edit a single customer and perform different activities

2. Customer Status requested in Filter Builder at Credit Class level

  • The customer status will be available in Filter Builder Credit Class dropdown which will help to check active and inactive customers based on business logic.

3. Remove Inactive User from Support user list drop down: Web client

  • With this release only active users will be displayed in the dropdown for support user

4. Issue with opening an existing activity through (Inquiries > By User > Mail) when creating new activity

  • You are now able to view the existing activity / the intended one.

5. Accounts were duplicating while updating customer assignments through (Admin >
Master Files > Users) until stored proc is ran


6. Under Admin - Master file -customer. The issue of Duplicate Account Assignment- World Shipping and others

  • The accounts were getting duplicated by assigning customers to a new user, this is now fixed with this release and there will be no duplicate accounts.

7. Request to add time stamp in notes section

  • The Timestamp is now available for the customers to use it in the Notes section. 


8. Issue with sending attachment

  • This issue was fixed by supporting character limit upto 75 characters for an attached document name. A pop up will be displayed of the character limit is exceeded which will help customer to know the character limit is crossed.

9. Inquiry Users was set default as Admin

  • With this fix the Admin Type is removed so while creating the Inquiry user it will not be set as Admin by default. The time zone will be selected as per user’s location.

10. Make a call option not working

  • IVR calling/ Voice messaging functionality were not functioning earlier which were now made fully functional as part of this ticket. Now user can directly make a call to customer from the application itself or drop a Voice message.

11. Customer is unable to modify payment amount for certain invoice but only when
select all is chosen

  • You are now able to choose and modify the payment amount

12. Request to display total amount for selected invoices before payment

  • This feature helps the user to see the total amount when choosing multiple invoices before proceeding to payment

13. Issue with password generation while creating new user

  • With this resolution, now random password will be generated along with an email to the new user with an appropriate URL

14. Issue with missing Invoice contact while sync

  • User is now able to create and sync Invoice contacts sucessfully

15. Expose PmtRef in Report Manager for Statements

  • With this fix, we were able to display the PMTREF field in the report manager for statements report and customer is able to view the CR


React Migration:


1. React Migration : Column Filters for MUI Implemented Pages

  • This is the feature which helps user to filter the data at Column level. This is a generic
    feature and is implemented in Communication pages and statement of accounts

2. React Migration : Mail not Filed MUI

  • Team implement new MUI components in Mail not Filed page which included multiple features like Export to Excel, Column Filters, Component Filters, View Settings and Toolbar Actions (Best Fit, dynamic column selection, select all )

3. React Migration : Account overview Page - Activity Grid

  • We have migrated Account overview activity grid to move MUI component with features such as Filters, View settings, Export to Excel and other toolbar actions.

4. React Migration : Header Implementation

  • As part of this feature, team has migrated view message pop up which shows the messages added in the queue for background processing

 

Product : Connector

Features/Enhancements

1. InterPayment Enhancements

  • Checkbox added to disable surcharge for specific accounts when Surcharging is
    enabled for Credit Cards
  • Surcharge fee percentage will be displayed on payment confirmation screen of self service portal. The column for surcharge payment fee will not be visible if there is zero surcharge. This is applicable for both US and Canada customers
  • Surcharge fee amount $ will be displayed as a new column on Pending Payments views in the client. It will be shown as total surcharge amount for selected invoices. User can also view the surcharge amount for individual invoices as well.


July 2023 Release 4

1. Notice Message

  • A message “ Notice: There may be a transaction fee applied to cover credit card processing costs” will be displayed if Surcharge is enabled in merchant accounts setup for Autopay Customers. It is independent of selection of Automatic payments tab or any method in the dropdown for Pay from. The message will not be seen if the Surcharge is disabled.

 

Enhancements to Customer Contact Management

 

1. Sync Additional Contacts from Intacct

  • With this enhancement the additional contact details other than Primary entered in Intact ERP will be synced and displayed as Bill to and Ship to contact.
  • You can upload contacts with an excel sheet or by manually adding in the template on web client


Issues Resolved

UDF

  • Requirement was to provide support for a particular custom property as UDF, Team provided support for any custom and standard property as UDF for QBO ERP.

Compatibility Testing

  • compatibility testing completed


Database Improvements


1. Performance Optimization - Main Page

  • The Optimization of Main Page: The Main page was reloaded every time when any individual user was accessing the system. It was taking 3-5 sec every time to reload and was adding CPU load to our servers. This release we implemented Limited Polling model to fetch the required information. This has reduced the CPU load and will improve the overall performance of the application

2. Optimization of Document Sync process

  • Completed optimization of the document sync process, considering the new workflow that involves downloading PDFs from the database, which will result in a streamlined work plan for a specific stored procedure. As a consequence, it will reduce the CPU load thereby improving the performance.

3. Optimization of DB Script

  • Approximately 50% optimization is achieved on DB script execution for SideNav loading. This process is being triggered with every page load so this optimization will impact overall performance across the application