New and Improved Features
SARA Self-Service
SARA Collect
-
SARA Receivables product branding update
-
Logos
-
Advanced alerts email subject
-
Password reset emails
-
Connectors and Online Payments
-
Acumatica user defined field (UDF) support
Issues Addressed
SARA Self-Service
-
Closed invoices page loads as expected
SARA Collect
-
Customer selected display correct customer information on Account Overview
-
Ability to select over 1,000 invoices to tag to an activity
-
Ability to drill into the view activities for tagged payments
-
Ability to copy email attachments into the customer documents
-
Large volume of incoming emails update and are received in the client as expected
-
Tagging unapplied payments updates the tagged amount within the activity
-
Inactive contacts are not included in auto emails
Connectors and Online Payments
-
Update to error message when payment information added with incorrect or blank configuration, Fortispay
-
Display correct information when creating ACH payment method, Fortispay
-
Redirect back correctly when selecting 'Cancel' button, Paya
-
Redirect back correctly when canceling out of edit payment method input screen
-
Update to webhook confirmation, WH3 parameter for Acumatica to reflect payment reference ID
-
Update to Affinipay to display E-Check disclaimer
-
Payments posted from webhook and online payment to include PendPmtID as the check/reference, Epicor P21
-
Branch not required for webhook, Epicor P21
-
Posting payments using the webhook does not fetch address, Epicor P21
-
Update to sync when fetching customers, Epicor P21