July 2024 Release

Product : Collect

Features/Enhancements

1. 1. Make Credit Memos applicable to Discounted Amount. This feature is now available on Webclient.

   If both CM and Discount is turned on for the customer both the Functionality should work hand in hand, For example:

   An invoice is for $ 1000 Discount applicable is $ 100 and there is a credit note for $950, First the Discount amount should get reduced and then the remaining amount of Credit note should be adjusted. So in the above example CN 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 CN is applicable, the CN amount should get adjusted from the invoice and remaining amount should be paid. Incase of CN amount higher than the invoice amount than the CN should be open for the remaining amount to get it adjusted for another invoice

Issues Resolved

1. 1. Discount amount and date are now visible in Report Manager
   2. The alerts in Mail not read, followup past due pages are working fine.
   3. Changed Name from Std to Standard (Label changed to Standard in Inquiries>User>Activities>Check in Activity Summary)

React Migration:

Below user stories and features are covered as a part of React Migration:

1. 1. By User : Contacts
   2. Filters implementation similar to legacy
   3. View settings

Issues Resolved

1. 1. Customers are now able to attach the customized statement or report while using React pages. 
   2. Invoice Filter is now working fine with the fix provided.

Product : Connector

Features/Enhancements

1. Capacity to throttle email to 30/min: This feature ensures that the system complies with Microsoft's restriction of sending no more than 30 emails per minute when sending bulk emails from Office 365 without using an SMTP relay service.
2. SARA Third Party Integration Connector (The goal is to facilitate seamless communication between systems by defining endpoints, handling authentication, and managing data transfers)

Issues Resolved

1. Corrected the server name/port from customer and this is resolved
2. Stripe iteration Null Email: With the fix, if the customer's email address is empty then it will check for the primary contact email address 1 if that is also empty then it will check for primary contact email address 2, if that is also empty then it will send null@nothing.com
3. DocumentSync Service : Team fixed the issue by adding a code to handle the expired token.
4. Fix in the database was provided to address the Performance Enhancements for the Aging Process.