New Payments Importer

Written by Caitlin Williams

10.12 Release Notification – 12 Mar 2017

NEW FEATURE

Payments Importer
Record payments against Invoices in bulk

There have also been regular bug fixes and performance improvements. If you have reported any bugs that have been resolved in this release you will be notified by the Client Services team directly.

Improvements

Payments Importer

Invoicing > Payments Import

The new importer allows you to import your payments into the system and automatically apply them to Invoices.  The importer uses a Comma-Separated Value (CSV) file with set fields.  Please contact Client Services to learn about the required file format and to enable this feature within your portal.

API Changes

We’re updating RateCardAddRate to be case insensitive on the Rate name entered in the name field.  This reflects how the Rate name is used elsewhere by the system.