New and Improved Features
SARA Self-Service
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Enhancements for entering promise to pay, messages and disputing invoices that include count and total amount of invoices selected
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Enhancement for invoice status when making online payments, invoice will update to reflect the status of 'payment pending'
SARA Collect
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Added ability to remove or update default 'Favorites'
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Added ability to test the document setup providing an example of expected PDF file name for document support
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Autopay and Schedule payments enhancement, providing an option to view and approve invoices past due
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Enhancements and improvements to Activity Types
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Enhancement to Sync and Generation logs, providing ability to send alert notifications based a range of days, i.e. failed sync within the last 7 days
Issues Addressed
SARA Self-Service
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Improvements on 'Total Account Balance' information icon
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Updated messaging for online payments, successful and unsuccessful
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Improvements for online payments:
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data validation prompts for users
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updated forms
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clear options for input
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'please wait' message for saving and processing
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Adding a new payment method no longer replaces existing payment method
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Saved payment methods prompt users to approve surcharges, no longer receiving 'technical difficulties' message (Solupay merchant)
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Account Balance calculates correctly when pending payment and/or unapplied payments appear on Open Invoices page
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Updated information when sending a message related to closed invoices to include 'total invoiced amount'
SARA Collect
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Performance improvements on databases, indexes, dashboard and aging
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Dashboard calculation improvement: setting the default date for calculating Average Days and Weighted Average Days (Exclude Invoices Before)
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Site options logo appears as default logo for reports in automated emails
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Document and company support for company name that include special characters, i.e. ampersand, &
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Enhancement to outgoing email processing (serverless email)
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Addressed ability to edit webhook on company master file
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Update to French Canadian translation files
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Update to Dashboard portal visit time zone based on user profile setting
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Addressed issue related to email error 'invalid character'
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Addressed issue related to document support when creating invoice from within SARA Collect client
SARA Connectors
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Enhancement to Cloud connector processing (microservice architecture)
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Micro service summary sync log reflects correct status based on sync log details
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Performance improvements and ability to filter out data for P21 connector
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Update to P21 connector providing expected currency ID
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Address NetSuite connector issue
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Enhancement to Great Plains 'Email Statement' contacts, adding both 'TO' and 'CC' email addresses
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Update to QuickBooks Online connector for large data files
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Update to NetSuite connector for UDF list records
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Update to Epicor connector to include additional support for contact UDFs