May 2021 Release Notes

Issues Addressed

Self-Service

• Merchant services - APS formatting for credit card information

• Default view displays information and totals as expected (defaultcustomerview for open invoices, closed invoices and payments)

SARA Collect

• Update to email security policy to allow ability to file specific emails to customers' account (unfiled emails)

• Schedule payment view includes new option to view and manage past due autopay invoices

SARA Connectors

• Winteam API Connector available

• Salesforce - update to include views for invoices and related issues

• New microservice sync architecture available for Intacct connector