SARA Main Application (Webclient)
Key Highlights:
New Enhancements in React and SS Portal :
- Added resend option for Queued mail. | |Emails that are "stuck" in the queues can now be resent
- Payments - Enter a Payer name for this payment. for certain Intacct webhooks. There is a new feature in Intacct that allows for a Payer to make payments to multiple customers at one time. This is facilitated in the Intacct API with an element called PayerName. We have added this element to our Webhook Posting to Intacct and set it to the CustID for the payment itself
- React Migration work: Improvements suggested by customers who are currently migrated to React WebClient
- Engineering and Security Improvements to reduce Elevate score: Current Accelerate Score is 13.43 & Elevate is 16.67
- Resolution of 21 Customer Reported issues
Webclient Legacy:
- Accounts > All Accounts - Wrong totals in the main totals is corrected
Webclient React
Features/Enhancements :
Added resend option for Queued mail. Emails that are "stuck" in the queues can now be resent
Issues Resolved
- Fixed issues with the "Select All" feature in React UI where selections were not behaving as expected.
- Corrected logic to ensure the selected statement report is attached to new activities instead of the default system report.
- Addressed problems in bulk activity creation and processing within React UI.
- Resolved issue where selected columns in account views were not being saved in React UI.
- Added missing customer PO column to the 'Statement of Accounts' page.
- OldestDueDateDays column is now showing correct days as expected
- React Enhancement/issues customer dropdown - Missing Columns is now fixed
- Edit & Delete Alerts functionality for web-client created records
- Error while navigating from account overview to any of the recently viewed account
- Fortis Tokens are not being saved
- Stripe option now appears correctly in the dropdown menu.
- Discount Amount and Discount Date in Intacct
- Incorrect language display is fixed on React
- Unable to create view setting for contacts with email address 1 & 2 is now fixed
- React_UI Customer is requesting for “Open in new tab option” for React UI.
- Enable new relic data tracing in React
- Data discrepancy in Messages>'Pending Pmt Not Reconciled' section- REACT UI
- Missing 'Account Detail New Tab' feature while clicking accounts- REACT UI
- Missing 'Predicted payment reason' & 'Predicted payment amount' columns under the 'Inquiries >> By user>> 'Projected cash receipts' section
- Outgoing embedded report email not getting opened in REACT UI
- Column headers appear in foreign/different languages randomly in various sections in REACT UI
- React_UI Customer is requesting for “Open in new tab option” for React UI.
SS Portal and Payments Enhancements:
SS Portal Issues and Payment Issues:
- Payments - Multi-Currency Support for Intacct Single Entity Cash receipts Webhook
- SS Portal - Fixed email routing to ensure messages go only to assigned customers (InvoiceContactEmail2 Field)
- Payments - Enter a Payer name for this payment. for certain Intacct webhooks. There is a new feature in Intacct, that allows for a Payer to make payments to multiple customers at one time. This is facilitated in the Intacct API with an element called PayerName. We have added this element to our Webhook Posting to Intacct and set it to the CustID for the payment itself
- Increase font size of autopay