September 2023 Release – SARA

1. Added UDF to Transaction View in Communications Page

2. Product Enhancement - Dashboard

As a part of this Enhancement, Customer will now be able to view Dashboard with Current AR Ageing and also the Percentage and values . The view can be customised based on Due date and Invoice date.

3. React Pages | Unauthorized User Error

4. Quick filter is applied on all pages when applied on one page

5. Addresses in the CC: field are duplicated on the To: field : Fix deployed to address this issue.

6. Product Enhancement - Attachments to Communication Templates not working

7. Parent Portal issue [ECCO]

8. Selecting an Application Hyperlink populates the Payment Amount - undesired behavior [ALL ACCOUNTS]

Fix has been deployed, Now when we click on Application hyperlink it opens Application details tab but doesn't populates Payment Amount and also didn't select Invoice

9. Quick Filter is not working on Inquiry > By User > Projected Cash Receipts

1. Invoice Grid Implementation

Customer can change the view setting along with the filter functionality, column , export to excel, best fit options.

2. Payments Grid Implementation

This is similar in functionality like Invoice Grid Implementation. Customer can choose the view settings along with filter, column, export to excel functionalities

3. Show Filter Criteria from View setting

Implemented the filter criteria from view settings on all communicate pages like customers message, Error sending mail, Mail not read and Mail not filed.

4. Creation of Bulk Activity in All Account Page

This is a new Enhancement, User will be able to navigate to react page and create Activity or An Email activity for multiple accounts.
User can select existing templates while creating new email activity and share with multiple accounts or customers

1. Invoices sent to new flow not associating without sync

2. Web Hook missing some fields on re-send payments

3. UDF for Account Manager

4. Sync Failing