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April/May 2024 Release

Updated

Product : Collect

Features/Enhancements

  1. Filter activities by attachment (React Side): The 'attachments' option has been incorporated into the filter section, enabling users to sort activities based on whether they have attachments.
  2. Improve the portal messaging functionality to make it more viable for self-service users: Implemented a notification system for our customer's customers so that they receive alerts when a user responds to their message via the self-service portal.

Note: Upon receiving a new message, the message tab count will increment, and a toast message will be displayed in the top-right corner.

Notifications will not be displayed if we are already in the messages inbox tab.

Issues Resolved

  1. An error message appears when a user attempts to add an ACH payment method with an account holder name exceeding 32 characters.

  2. Now the Attachments column displays icon if attachment is included in email

  3. Site Options are not opening and throwing an error The team resolved the issue by limiting users' ability to delete an Activity type from the web client if it is associated with a record under site options.

  4. Save email as draft functionality is working properly after this fix. Note: After opening a received email, click on Reply or Reply All, add some text to the email body, and then click on Save as Draft to ensure that the draft is successfully saved.

  5. Bulk Activity selecting all accounts in DB if Parent Child in place [BAKER]

  6. Sent Draft Emails shows in HTML code : This is fixed and sent draft mails are showing properly

  7. React pages comments for improvement : The mail window can be resized now as per the request which was earlier not possible in Mail not filed page

    Earlier the user was not able to copy email text , Now user can copy email text and use it to search for account

    Improvement has been done in Universal search bar for searching customers

  8. Unable to suppress "Documents" tab in customer self-service portal

  9. Payment errors in portal
  10. Authorize.net payment requiring "Bill To Company" (This is fixed by fixing above ticket 66762)
  11. Two digit CC year code- Regarding Expiration date
  12. Webhook Parameter 3 - Entity - not working in Intacct webhook
  13. Fortispay Interface URL Error Message Not Aligned to Issue
  14. Payment Errors
  15. Error when saving payment info for ACH
  16. Paperless directlink sent 3 times for one email address
  17. Generation log displays timezone offset of person who ran it but it should display in the timezone of the user looking at the page
  18. Add prevention from adding quotation marks in Username
  19. Follow-ups created via Credit Class processing do not appear in the Messages tab AND only show due today under the Activities tab
  20. Unable to view attachments sent in through self-service portal
  21. Remove the intro video from the Self-Service portal
  22. Self-Service Portal UI improvement - make the hover state of hovering over invoices feel less 'twitchy'
  23. Unable to view externally uploaded invoice attachments from SARA, in the customer self-service portal
  24. Unable to remove promise to pay button from self service portal
  25. Past Due Credits in Total

React Migration:

  1. "Mail Not Filed" page to look like "Mail Not Read" page
  2. React Migration : Expected Payment Page
  3. React Migration : Follow up page
  4. By User - Mail Page redirection
  5. Zendesk Chat Authenticate user
  6. Custom Statement Unable to be attached
  7. Page Request- bigger display frame

Product : Connector

Features/Enhancements

  1. Make Credit Memos applicable to Discounted Amount -Self-Service Portal Functionality.

    If both CM and Discount are turned on for the customer both of the Functionality should work hand in hand. For example:

    An invoice is for $1000 with a Discount applicable of $100, and there is a CM for $950. First the Discount amount should get reduced and then the remaining amount of CM should be adjusted. So in the above example CM for $50 should remain open and the invoice should get Closed (1000 - 100 - 900).

    If the Credit Memo is turned off - the system should just reduce the Discount and remaining amount should be payable.

    Similarly if only CM is applicable, the CM amount should get adjusted from the invoice and remaining amount should be paid. Incase of CM amount higher than the invoice amount than the CM should be open for the remaining amount to get it adjusted for another invoice.

  2. Ability to toggle autopay on/off through customer view page

    1. Ability to toggle autopay on/off through their view of SARA for any given customer account.
    2. Ability to restrict autopay from being able to be toggled on/off by their customers in their self service portal view.

  3. Additional information to be passed to Payment Processor

    As a part of feature enhancement we need to send 4 pieces of information to payment processor

    1. Payment ID
    2. Customer ID
    3. Company Name
    4. First Invoice Number

    For this release we are targeting for Fortispay and then to all payment merchants in upcoming release

Issues Resolved

  1. Sync Failing
  2. Customer requests the ability to auto-delete invoices from client when deleted from P21

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