đKey Highlights:
- đ SOC 2 Type 1 Compliance Achieved :
- Sage AR Automation (SARA) has successfully achieved SOC 2 Type 1 compliance, demonstrating that our security, availability, and confidentiality controls are designed and implemented in line with industry standards.
- đ Report Manager Modernization & Upgrade :
- As part of our broader modernisation and scalability initiative, we have modernisation successfully upgraded the Report Manager application.
The system was modernised by upgrading from DevExpress 12.1 to 24.1 and transitioning from binary to XMLâbased serialization, improving security, compatibility, and maintainability.
This was a complex change, as reports are dynamically generated and used across the React web client, legacy components, and background services.
Team has carefully coordinated changes across all dependent systems to ensure seamless operation and avoid any customer impact.
The upgrade was deployed to production with stability and no impact to business operations.
This enhancement strengthens our foundation for continued React modernisation and future platform improvements.
Resolution of 48Â Customer Reported issues (29 issues with Release version and Others closed with discussion)
Customer Reported Issues
Following Customer Reported issues were resolved as part of the Release
Webclient React :
| SARA-3368 | The Communication Template section now loads with the correct data. |
| SARA-2434 | The Process and Email option is now available for reports |
| SARA-2589 | Option to download & upload the excel template to bulk update is enabled now and its working as expected. |
| SARA-2704 | Email flow is working fine and no issues observed while replying to mails |
| SARA-2773 | Email content is getting displayed properly |
| SARA-3144 | New Communication templates are saving without issues |
| SARA-3219 | Resolved issues encountered by customer when replying to customer emails in React. |
| SARA-2523 | Customer's new activity email now preâpopulates recipients consistently with the Legacy view. |
| SARA-3404 | Email Reply functionality is working fine |
| SARA-3461 | Sync parameters are now saving properly in React webclient |
| SARA-3187 | Account Notes with email addresses is saved properly |
| SARA-3143 | Email issue with attachment is resolved |
| SARA-3048 | Able to View Credit Class Preview from Messages |
| SARA-3020 | Select All now selects entire set of rows in Customer Maintenance |
| SARA-2836 | Sorting is working fine for inquiries>ByUser>Contacts page |
 SARA Payment and Connector:
| SARA-550 | Payment errors are resolved. Customer is able to add CC and make payments |
| SARA-3215 | Payment decline issue is now fixed. |
| SARA-3164 | Online Payment Error issue is resolved. |
| SARA-2592 | Duplicate payment issue is fixed. |
| SARA-2900 | Invoice Contact based SS Portal Links are now restricted to see Payment Methods entered for the Customer |
| SARA-2950 | Logs are in place to track the issue of Payment Confirmation Emails to additional recipients. Team will handle this in upcoming release. |
| SARA-3167 | Invoices with a Payment Schedule that are set for AutoPay get transacted for the schedule amount only |
| SARA-3189 | Primary contacts are properly retrieved with the Kinetic REST API Connector |
| SARA-337 | Credit Memo balance issue in Eclipse is now resolved |
| SARA-2419 | Performance issues are addressed and added comments |
| SARA-3248 | Overall slowness and spinning issues are addressed |
| SARA-3398 | BAQ and UDF fields are successfully retrieved and displayed as expected. |
| SARA-3376 | SS Portal Closed Invoices Export to Excel shows correct amount paid |
| SARA-3115 | Sync issues are resolved |