⍗

SmartPay > Changes

⚠️ CORE CHANGES APPLY TO ALL CLIENTS

(Check Settings -˃ Build Date to determine which changes have been applied to your system.)

  • 17 May 21: Imports/ Exports - Added Error Email Notifications
  • 14 May 21: Admin - Added Departments/ Funds Excel/ CSV Report
  • 14 May 21: Exports - Improved Exception Logging
  • 07 May 21: Scheduler - Added Active To List Screen
  • 06 May 21: Pay4 - Improved Handling Of Awaiting Payment Status In Result
  • 05 May 21: E-Returns - Added Department Security
  • 21 Apr 21: Batch Entry - Added Comments
  • 14 Apr 21: MoPs - Added Excel/ CSV Report
  • 14 Apr 21: Two Factor Authentication - Fixed 'Stuck At Login' Bug If User Not Set Up
  • 09 Apr 21: Batch Entry - Added Admin Batch Delete
  • 31 Mar 21: Imports - Allow Post Of All Unposted Payments
  • 29 Mar 21: Receipts - Added Support For Smaller PDFs
  • 25 Mar 21: Imports - Fixed Crash In Invalid Payments View
  • 23 Mar 21: Locations - Added Area
  • 22 Mar 21: Accounts - Added Currency
  • 16 Mar 21: Payments - Added Name To Advanced Search Screen/ CSV
  • 11 Mar 21: Batch Payments - Added Batch As Distinct Channel
  • 11 Mar 21: Payments - Added Support For Negative Adjustments
  • 01 Mar 21: Payment Journal - Support Ref 1 Default Value & Read Only
  • 01 Mar 21: Staff App - Reject Invalid Payments
  • 25 Feb 21: Payment Transfers - Limit To Original Line Value
  • 25 Feb 21: Imports - Changed Post Invalid Option To Hold Back Items With No Fund Code Allocated
  • 24 Feb 21: Web Payments - Changed Payment Result Layout To Match Basket On Payment Page
  • 19 Feb 21: Web Payments - Added Support For 'Flat' Fund Dropdown
  • 18 Feb 21: Posting Services - Added Fund Support
  • 17 Feb 21: Payments - Changed Error Messages To Sentence Case
  • 15 Feb 21: Posting Services - Added Support For Posting Payments As Separate Lines
  • 11 Feb 21: Exports - Added Support For Alternative Encodings
  • 10 Feb 21: Payments - Added Checks To Prevent Duplicate Items Being Added To The Shopping Basket
  • 09 Feb 21: Batch Payments - Added Support For Printing Cheque Endorsement
  • 09 Feb 21: Batch Payments - Added Print/ Email Receipt
  • 05 Feb 21: Payment Load List - Added Fund Filter
  • 04 Feb 21: Exports - Fixed Bug With Unix Newlines In Addresses
  • 04 Feb 21: Email Log - Improved Message Formatting
  • 04 Feb 21: Advanced Search - Added Import Date
  • 03 Feb 21: Payment Search - Fixed V. Large Amounts In Summary Search
  • 03 Feb 21: UI - Improved Session Timeout Warning
  • 01 Feb 21: Settings - Added Client Settings
  • 30 Jan 21: Payment Receipts - Fixed Template Allocation By Fund
  • 30 Jan 21: Search - Use Multiple Drop-Downs For Fund
  • 29 Jan 21: Batch Entry - Fixed MoPs
  • 26 Jan 21: Payments - Added Comments For Internal Payments
  • 25 Jan 21: Recurring Payments - Fixed Error Posting Payments Into SmartPay
  • 25 Jan 21: Batch Payments - Fixed Bug Setting Ref 2/3/4 When Not Shown For Fund
  • 25 Jan 21: Batch Payments - Added Additional Validation
  • 25 Jan 21: Batch Entry - Fixed 'Next' Button When Ref 1 Read-Only
  • 25 Jan 21: Settings - Require Web Site To Begin 'http(s)://'
  • 25 Jan 21: Pay4 - Warn When Web Site Not Set
  • 22 Jan 21: Payments - Improved Validation Error Messaging
  • 22 Jan 21: Payments - Fixed Exact Amount In Advanced Search
  • 22 Jan 21: Payments - Fixed Reference Labels To Refresh When Changing Fund Code
  • 22 Jan 21: Batch Payments - Prevent Zero Amount
  • 22 Jan 21: Balance Search - Only Allow Delete For Admin
  • 21 Jan 21: Batch Payments - Added Account/ Till Code/ Channel
  • 21 Jan 21: Payments - Added Card No To Customer Result Page
  • 21 Jan 21: Payments - Additional Validation For Cheque Number/ Sort Code/ Account Number
  • 21 Jan 21: Payments - Support Extended Characters (e.g. '£') In Payment Narrative
  • 21 Jan 21: Payments - Fixed Email VAT Receipt Template
  • 21 Jan 21: Users - Added Additional Departments
  • 20 Jan 21: Payments - Added Support For Longer Payment References
  • 19 Jan 21: Call Centre End Call Payments - Fixed Flaw Which Could Cause Single Payment To Show Twice In SmartPay
  • 18 Jan 21: Advanced Search - Added Location & Till
  • 18 Jan 21: Recurring Payments - Use Balance Amount For Plan TOTAL Amount (Not Recurring Amount)
  • 13 Jan 21: WebConnect - Fixed Service User Not Associated With Payments
  • 13 Jan 21: Exports - Added #DATA_LINE Support
  • 11 Jan 21: Funds - Added Explicit Ref2/3/4 Required (Updated Systems Will Default 'On' If Validation Expression Set)
  • 10 Jan 21: Payments - Added Warning If No Accounts Set Up
  • 09 Jan 21: Payments - Added Balance Validation
  • 08 Jan 21: Imports - Handle Short Lines In Fixed Width Imports
  • 07 Jan 21: Templates - Added Improved Image Support
  • 06 Jan 21: Payments - Improved Handling Of Temporary Connectivity/ DB Errors On Quering Status
  • 06 Jan 21: Balance Imports - Improved Address Join Support
  • 30 Dec 20: Refunds - Fixed Errors Included In 'Already Refunded' Total, Preventing Subsequent Refunds
  • 29 Dec 20: Payments/ Batch Entry - Apply Consistent Rules For Length Of Cheque Fields
  • 29 Dec 20: Web Payments - Added Additional Text & Printable Receipt Links
  • 29 Dec 20: Balance Search - Apply Department Restrictions (As Payments)
  • 29 Dec 20: Batch Entry - Fixed Focus After Balance Button Click
  • 29 Dec 20: Refunds - Fixed Refund Cheque
  • 29 Dec 20: Department Fund List - Included 'Parent' Funds
  • 29 Dec 20: Fund List - Removed 'Delete' (Use Enabled/ Disabled Instead)
  • 22 Dec 20: Imports - Added Additional Script Debugging
  • 21 Dec 20: Payments - Added More Closely Integrated Balance Search So Multiple Balances Can Be Added To A Payment
  • 21 Dec 20: Imports/ Exports - Added 'Run Only' Permissions
  • 18 Dec 20: Imports - Added File Name To Payment Imports
  • 17 Dec 20: Web Payments - Improved Required Address Validation
  • 16 Dec 20: SmartPay - Redirect To Login On Timeout Due To Inactivity
  • 16 Dec 20: Imports/ Exports - Fixed Permission Denied Error For Non-Admin Users Running Imports/ Exports
  • 16 Dec 20: SmartPay - Added This Change List!
  • 15 Dec 20: Channel/ Fund List - Fixed To Include ALL Funds
  • 15 Dec 20: Imports - Added Narrative To Payment Auto-Correct
  • 14 Dec 20: Imports - Post Invalid Option
  • 14 Dec 20: Payments - Fixed Refund VAT
  • 04 Dec 20: Payments - Added Additional Fields
  • 04 Dec 20: Imports - Show Files in Load List & Import List (Via Tooltip)
  • 03 Dec 20: Scripts - Support Nested Ifs
  • 03 Dec 20: Users - Prevent Delete
  • 03 Dec 20: Imports - Improved Address Join Support
  • 30 Nov 20: Payments - Added VAT Receipts
  • 30 Nov 20: Payments - Added Quantity As Seperate Field
  • 30 Nov 20: Web / Intranet Payments - Added Required Field Indicators For All Refs
  • 27 Nov 20: Intranet Payments - Fixed Accessability Labels On Fund Drop-Downs
  • 26 Nov 20: UI - Fixed Fund Select Drop-Down Disappearing If Empty
  • 25 Nov 20: Imports - Ignore If No Files Available
  • 25 Nov 20: Channels - Added Default MoP
  • 25 Nov 20: Channels - Handle Missing Default Till Code
  • 24 Nov 20: Payment Reports - Additional Columns For Count/ Sum Authorised/ Declined/ Refunded
  • 23 Nov 20: Recurring Payments - Added Custom Required Fields
  • 20 Nov 20: Refunds - Added Reversal Warnings
  • 19 Nov 20: Web Payments - Added Clear (Reset) Button
  • 18 Nov 20: Batch Entry - Require Valid Entry
  • 18 Nov 20: Payments - Auto-Convert Ref 1 To Upper Case
  • 18 Nov 20: Web Payments - Enhanced Result/Receipt Page
  • 18 Nov 20: Batch Entry - Require Amount
  • 18 Nov 20: Intranet Payments - Apply Min/ Max Amounts
  • 18 Nov 20: Batch Entry - Added Balance Lookup
  • 18 Nov 20: Batch Entry - Only Show Errors (As Read-Only) When Applicable
  • 18 Nov 20: Batch Entry - Only Show 'Next' Button When Adding New Entries
  • 18 Nov 20: Payment Search - Increased Number Of Results Shown Per Page
  • 18 Nov 20: Balances - Add/ Save Restricted To Admin Users
  • 17 Nov 20: UI - Fixed IE 11 Issues With Drop-Down Menus
  • 17 Nov 20: Batch Payments - Added Department-Based Security For Non-Admin Users
  • 13 Nov 20: Imports - Added Original Bank Fields
  • 12 Nov 20: Payments - Fixed Error Message For Min Amount Validation
  • 11 Nov 20: Payments - Added 'Copy' Button & Template
  • 11 Nov 20: Recurring Payments - Added Balance/ Name/ Address Lookup
  • 10 Nov 20: Rich Text Edit - Improved Remove Formatting
  • 06 Nov 20: API - Changed TonePay Balance Lookup To Return Stop Flag
  • 03 Nov 20: Reports - Added No Credits/ No Debits
  • 03 Nov 20: New Payment - Fixed Balance Lookups '?' Button & Changed Amount/ Balance Labels
  • 02 Nov 20: Batch Entry - Implemented Default Value From Fund
  • 02 Nov 20: Web Payments - Only Show 'Return' Button Where Channel = WEB
  • 30 Oct 20: Reports - Added Frequency To Report Config List
  • 29 Oct 20: API - Changed WebSmart Connect To Return An Exception If A Payment Request Errors
  • 28 Oct 20: API - Changed Web Integrations to Reject Invalid References
  • 28 Oct 20: API - Changed Legacy Web Integrations to Reject Invalid References
  • 27 Oct 20: SmartPay - Refactored Two Factor Auth
  • 27 Oct 20: Web Payments - Added Red Borders for Validation Failures on Web Payments
  • 27 Oct 20: Web Payments - Made Web Payment Error Messages More Prominent
  • 27 Oct 20: Payments - Fixed Inline Mod Check Validation
  • 27 Oct 20: Funds - Added Filtering & Changed Font Size on Fund Department/ Channel etc. Screens
  • 26 Oct 20: Payments - Fixed Bug In Search By Posted Date
  • 26 Oct 20: Reports - Added Additional Report Fields
  • 26 Oct 20: Exports - Fixed Bug Evaluating Hours/ Minutes In Export File Path
  • 26 Oct 20: Funds - Added Ref 1 Read Only Property
  • 26 Oct 20: Payments - Added Additional Validation For Cheque No
  • 26 Oct 20: Payments - Added "Add To Shopping Trolley" Button on Balance List
  • 24 Oct 20: Payments - Added Ref1/2/etc, Max Length
  • 24 Oct 20: Payments - Fixed Fund Hierarchy Search
  • 24 Oct 20: Payments - Fixed Narrative Max Length/ Multi-Line
  • 24 Oct 20: Scheduler - Added Task On Error
  • 24 Oct 20: Imports - Added Standard Import Prefix
  • 21 Oct 20: TonePay - Added Additional Balance Options
  • 19 Oct 20: Users - Added Location/ Till To CSV
  • 05 Oct 20: Imports - Added Payments Totals
  • 02 Oct 20: Reports - Added Report Email Frequency
  • 01 Oct 20: API - Added MPOSID / Auth Code To Return Data
  • 01 Oct 20: Exports - Fixed UI Issues
  • 28 Sep 20: Payments - Fixed Posting Refunds
  • 24 Sep 20: Payments - Added Fund To Search
  • 23 Sep 20: Payments - Fixed Payment Summary Search For Restricted Users
  • 22 Sep 20: Payments - Added Line Level Refunds
  • 22 Sep 20: Payments - Added Payment Type to Search
  • 21 Sep 20: Payments - Added Payment Type "Postal Order"
  • 18 Sep 20: Funds - Auto-Expand Mod Check Weightings If No Spaces
  • 16 Sep 20: Menus - Added Drop-Down Menu Support
  • 15 Sep 20: Templates - Ensure Template Code is Read Only for Default Templates
  • 15 Sep 20: Payments - Include VAT Rate in Payment Line
  • 15 Sep 20: Templates - Display Available Template Fields
  • 14 Sep 20: Payments - Added Payment Vat Lines For Templating
  • 14 Sep 20: Payments - Added MoP to Batch Entries
  • 09 Sep 20: API - Improved Service Logging
  • 08 Sep 20: Error Messages - Improved Error Message Handling
  • 07 Sep 20: Settinfs - Added Default Pay4 Path
  • 04 Sep 20: Users - Added Group Password Emails
Last Updated on 17 May 2021 by Syd Egan
© Adelante Software Ltd 2024