SARA Main Application (Webclient)
Webclient Legacy
Issues Resolved
- Fixed an issue where invoice PDFs did not display the correct company logos
- Team optimized performance for account overview section
- Transactions in Interpayments are marked cancelled when users navigated away from the account details page without completing payment.
- New merchant account setup for Fortispay onboarding flow is now working as expected.
- Improved sync performance and entity filtering for WebPT, reducing excessive data pull and addressing delays caused by incorrect parent-child account mapping
- Standardized discount date display across the customer portal and webclient
- Fixed an issue where .TIF invoice documents were incorrectly converted to .PDF format in the Webclient
- Corrected display name formatting in the Self Service portal to prevent excess characters from appearing for Hotel & Restaurant Supply
- A notice has been added beneath the payment method options to inform users that a surcharge may apply when selecting a credit card. This notice is not shown when ACH is chosen as the payment method.
Webclient React
Features/Enhancements
- If the React flag is enabled, users are directed to the React-based page upon logging in
Issues Resolved
- Customized Statement template is now working fine in React.
- Issue while accessing Activity from Next Best Activity list is now fixed.
- Resolved UI inconsistencies by adding a tooltip for 'Support/FAQ', aligned surcharge text formatting, and updated the language preference field with a 'Select' placeholder.
- Fixed an issue where the default output type for customized reports was not respected in the React interface under the New Activity section
- Fixed an issue where selecting an activity from the home screen did not populate the customer name in the search bar, despite loading customer details in the dropdown
- Corrected Favorites page behavior to retain selected view settings and display entries as PageName–ViewSettingName, while preventing duplicate favorites
- Enhanced the Bulk Activity and Reports sections on the Accounts page by improving layout spacing, hiding irrelevant tabs, restoring missing tabs, and aligning UI elements with expected behavior.
- Fixed an issue where email attachments were not visible in the Activities section of the Account Overview page
- Dispute note with tags issue is resolved.
- When attempting to forward an email, the email body intermittently flickers
- Fixed an issue where email bodies were not displayed in the 'Mail Not Read' section of the React view, showing a 'Mail not Found' message instead
- Resolved an issue where the React dashboard did not reflect the previous day’s activities in the current week’s totals
- Fixed a bug where communication templates in React were not updating upon submission
- Updated the merchant form to ensure the Customer Class ID field is left blank by default when adding a new merchant.
- Corrected visibility of the Dual Merchant field, which now remains hidden when the corresponding flag is disabled in account maintenance.
- Disabled the Documents tab/button when the Online PDF flow is configured in the Company form.
- Adjusted the SARA credit score scale to display in the correct order.
- Fixed an issue where email sending failed in the web client due to site-level mail settings being ignored.
- Restored the missing filter for open view in the Inquiries → By User → Invoices section.
- Addressed an issue where two UDFs were not displaying in React views for Equipment Control Co. and three other accounts
- Resolved discrepancies in the Contacts section between React and Legacy views in Inquiries by User.
- Portal messages are displayed correctly under the customer message section
- Magic Link is now working fine in React webclient
- Fixed an issue where replying to emails using 'Reply All' in the React UI caused flickering and inconsistent loading of email threads.
- Add Installment feature in Invoice is now working as expected
- Resolved an issue where the Parent Name (UDF 2) was not displaying under 'Accounts → All Accounts' in the React UI
- Rounded off the values to two digit for the COC Balance Late and Total Past Due value
SS Portal Enhancements
- SS Portal-Added "Select All" option in Closed Invoices tab to include all invoices across pages for report generation and Excel export.
- Interpayment - The payment confirmation screen should display the surcharge amount applied after the payment is completed.