March 2021 Release Notes – SARA

New and Improved Features

Affinipay merchant accounts are available for online payments
Users can now leave feedback, comments and rate overall experience - 'Give Feedback Link'
Users accessing SARA Self-Service on an unsupported browser (e.g., Safari) are notified through a message
Improved email template styling option for system generated email
Improvements on open invoices, closed invoices and payments when no data displayed
SARA Collect logo appears on login page, within client and on emails
Payment page can be hidden when disabling menu option in site options

Snippet code supports National Account (i.e., account hierarchy) - providing rolled up 'child' aging data for 'parent' emails, (click here for info on Lockstep Self Service - National Account)
Online payment options available for reporting, alerts, automation and auto assignment options, including number of payment methods, default payment option set, autopay setup and option chosen
Autopay and scheduled payment options in Company Master includes new options to: automatically process autopayments or require an approval for each autopayment
Administrators can cancel approved scheduled payments prior to processing
Administrators can manually reconcile pending payments with export status
Administrators can create Advanced Alerts on the Account Sync Sessions to receive email notifications on sync status

Performance improvements by separating the dashboard calculations from the sync process
Reducing the wait time on sync error 'all companies' from 2 days to 12 hours
Performance improvements for Cloud based ERPs (Intacct, Xero and Acumatica)
Xero native invoice document support allows documents to be pulled directly into SARA Collect during invoice synchronization

Payment confirmation email includes correct email template
Unsuccessful payments displays error or failure info
Blank data fields for address information when making online payments
Selecting individual invoices to download PDFs downloads as PDF rather than .zip
Invoice Installments reflect the updated due date
Unapplied payments option can be disabled
Closed invoices display as expected, without any errors
Online payment example address data removed

Team Activities Total Aging appears correctly when using date range
Email subject is not overridden in a manual communication when selecting an email template
Activity Template displays on the Activity view to replace ActionID
SARA cloud webhook includes improved retry logic that detects setup changes
Attaching all tagged invoices will only appear to attach invoice that have PDFs available
Reduce wait time for sync error 'all companies' from 2 days down to 12 hours