SARA Main Application (Webclient)
New Enhancements in React and SS Portal
- Payments
- 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:
- Changes done at API level, the Validation of Magic link now succeeds even if either of the two emails in the Email 1 field is entered.
- Company ID missing from Inquiries > By User > Activities view - This issue is now fixed on both Legacy and React
- Default Invoice Format is now displaying in Site Options in Legacy View
Webclient React
Issues Resolved :
- Fixed issue where deleting custom view settings did not revert to default view in React UI.
- Scheduled Payments Issue On New React UI- If data is available on the grid it's getting displayed for React UI also even if there is no view selected
- Logo (in Signature) appearing blank in REACT UI- The issue is now fixed and the logo is appearing correctly
- REATC UI- Unable to tag multiple invoices (via search or manually selecting from different pages) to an activity- This is now fixed and user will be able to tag multiple invoices
- Portal Links (snippet code) missing from the manually sent email- Issue fixed on React UI
- Bulk activity (report) issue- Black line visible in the embedded reports are now fixed and issue resolved
- REACT UI- Mismatch in the column sequence and names in the exported report as compared to the UI (REACT)- Issue fixed
- Activity time is getting displayed with date now as expected on Account details Activity section
SS Portal and Payments Enhancements:
- SS Portal: Messages sent from Lockstep webclient to Portal are now appearing properly in Portal Inbox
- Payments: Stripe - Allowing Multiple Merchant account for a single Company- Customer is now able to create multiple stripe merchant accounts and link to multiple bank accounts for the same company
SS Portal Issues and Payment Issues:
- Pending Payments are showing properly under the customer account when Global Merchant in place
- Customer now able to Export Invoices From Customer Portal
- Customer is now able to access the SS Portal link
- Sync failure issue -Team verified the Intacct sync on the DevQA environment, including both delta sync and full delta sync. The sync processes completed successfully without any errors