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June 2021 Release Notes

Updated

New and Improved Features

SARA Self-Service

  • Enhancements for entering promise to pay, messages and disputing invoices that include count and total amount of invoices selected

  • Enhancement for invoice status when making online payments, invoice will update to reflect the status of 'payment pending'

SARA Collect

  • Added ability to remove or update default 'Favorites'

  • Added ability to test the document setup providing an example of expected PDF file name for document support

  • Autopay and Schedule payments enhancement, providing an option to view and approve invoices past due

  • Enhancements and improvements to Activity Types

  • 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

  • Improvements on 'Total Account Balance' information icon

  • Updated messaging for online payments, successful and unsuccessful

  • Improvements for online payments:

    • data validation prompts for users

    • updated forms

    • clear options for input

    • 'please wait' message for saving and processing

  • Adding a new payment method no longer replaces existing payment method

  • Saved payment methods prompt users to approve surcharges, no longer receiving 'technical difficulties' message (Solupay merchant)

  • Account Balance calculates correctly when pending payment and/or unapplied payments appear on Open Invoices page

  • Updated information when sending a message related to closed invoices to include 'total invoiced amount'

    SARA Collect

  • Performance improvements on databases, indexes, dashboard and aging

  • Dashboard calculation improvement: setting the default date for calculating Average Days and Weighted Average Days (Exclude Invoices Before)

  • Site options logo appears as default logo for reports in automated emails

  • Document and company support for company name that include special characters, i.e. ampersand, &

  • Enhancement to outgoing email processing (serverless email)

  • Addressed ability to edit webhook on company master file

  • Update to French Canadian translation files

  • Update to Dashboard portal visit time zone based on user profile setting

  • Addressed issue related to email error 'invalid character'

  • Addressed issue related to document support when creating invoice from within SARA Collect client

 

SARA Connectors

  • Enhancement to Cloud connector processing (microservice architecture)

  • Micro service summary sync log reflects correct status based on sync log details

  • Performance improvements and ability to filter out data for P21 connector

  • Update to P21 connector providing expected currency ID

  • Address NetSuite connector issue

  • Enhancement to Great Plains 'Email Statement' contacts, adding both 'TO' and 'CC' email addresses

  • Update to QuickBooks Online connector for large data files

  • Update to NetSuite connector for UDF list records

  • Update to Epicor connector to include additional support for contact UDFs