ERP & eCommerce Release Notes

12 months ago

REPAY Payables: Version 296.3

Release Date: January 30, 2024

This release updates the CDK payment voucher templates and provides an improved filter for viewing Paused Payment groups.

Release Notes

TicketTypeDescription
CPAY-6662FeaturePayment Voucher. The CDK Payment Voucher template trims the payment number to show only the CDK check number, allowing OCR tool support. The payment number in REPAY Payables remains the same, which helps prevent duplicate payments.
CPAY-6266FixInternal. Paused Payments. When you expand a paused payment group for a customer, it now retrieves paused payments by the payment group name and customer ID. Previously, it only filtered by the group name and since group names aren't unique in REPAY Payables, it sometimes showed paused payments for multiple customers.


a year ago

REPAY Payables: Version 296.2

Release Date: January 26, 2024

This is an internal release that addresses AWS usage and capacities.

Release Notes

TicketTypeDescription
CPAY-6540FeatureAWS CPU usage, memory utilization, and disk utilization alerts. We established new alerts to trigger when AWS usage exceeds 80%, which generates a warning, and 90%, which generates an incident.
CPAY-6642FeaturePerformance update. We upgraded our AWS EC2 instances to extra-large (t2.xlarge), which provides increased CPU capacity.


a year ago

REPAY Payables: Version 296.1

Release Date: January 25, 2024

This release corrects an issue where some customers couldn't see the payments associated with their payment groups. It also includes custom reconciliation file work for a client and internal fixes for issues with paused payments, virtual card generation, and RAPs.

Release Notes

TicketTypeDescription
CPAY-6418FeaturePayables API. Added mapping for the paused payment status code. The paymentStatus field now returns the status Pending when the payment pmt_stat_cd = 'S' (paused). Previously, it returned null. 
CPAY-6027FeatureCustom work. Updated a client's daily reconciliation file. For virtual cards, the DOCNUMBR field includes the card token instead of the last 4 digits of the card.
CPAY-6060FixInternal. Payments > Manage RAPs. You couldn't view the list of RAPs without filtering (by customer, vendor, assignee, or status); the screen displayed the following error:
DataTables warning: table id=rapPaymentsDatatable - Ajax error. 
This issue was caused by the large number of RAPs returned; we reduced the default search range to six weeks from 12 and service performance improved.
CPAY-6188FixPaused payments. When a vendor was enrolled, payments for that vendor weren't automatically unpaused and sent. 
CPAY-6393FixInternal. Virtual card transactions with certain dates (for example, 01/08/2024) were rejected. With this fix, the transaction processor resolves the date parsing issue from the previous release.
CPAY-6426FixInternal. The “Funded Payment Processor” has greater control over the loaded configuration and validates the pool ID and organization ID to ensure requests are routed to the correct virtual card provider.
CPAY-6746FixSome customers reported that when they expanded a payment group, the payments weren't displayed.

This fix rolls back a change in the previous release, where when customer information was updated, REPAY Payables attempted to re-index all of the customer's payments to improve search performance. If the customer had a large number of payments, this increased the database load and disrupted other payment update processes. 
a year ago

Acumatica: Version 23.1205.0 (Updated 1/23/2024)

Update: January 23, 2024

Note: We've temporarily removed access to installers while we investigate a potential issue.

Release Date: December 20, 2023

This release includes additional Level 2 default values for receivables documents, ClickToPay syncing for contract billing invoices, and fixes issues reported by our customers. It also includes a tool for validating REPAY configuration settings and an advanced reporting option that can be enabled to assist in troubleshooting.

Release Notes

TicketTypeDescription
ERP-1422FeatureReceivables. Usability improvement. The Authorize option is disabled for documents with the ACH payment method (you cannot authorize an ACH payment).
ERP-4402FeatureClickToPay and Contract Billing. When an invoice created from a contract template is automatically released (Automatically Release AR Documents is enabled), the invoice balance in ClickToPay is synced automatically. Previously the balance was $0 until you manually synced the ClickToPay invoice.
ERP-4771FeatureReceivables. To ensure that sufficient Level 2 information is sent, the REPAY integration uses these default values if not provided:
  • PO Number - Customer Order if provided, or payment and application reference number
  • Duty, Shipping, and Discount amounts - $0.00
  • Order Number - SO number (sales orders, sales order invoices), AR invoice number, or payment and application reference number
  • Ship-From-Zip - the company's postal code
  • Ship-To Country - USA
MultipleFeatureThe new AP configuration validator checks all REPAY touchpoints and settings and identifies those that aren't configured correctly. It also scans vendor records for data issues that could cause payments to that vendor to fail.

The validator is intended for partners and integrators to use during the initial setup of REPAY for Acumatica, but can also be used for troubleshooting. To run a scan, go to Banking > Inquiries and click Validate REPAY
MultipleFeatureAdvanced Logging (optional). To assist with troubleshooting, Acumatica users can opt to send detailed reporting information to REPAY.

Note: By default, advanced logging is off. Only activate advanced logging if Support has advised you to, as part of investigating an issue.

Turn on advanced logging for AP and AR separately, on the AP and AR Preferences screens. On the GENERAL tab under REPAY SETTINGS, select Enable Advanced Logging, and on the REPAY Support tab provide your contact details for support communications.

Logging connection settings are on Banking > Credit Card Processing > Processing Center Settings. Support will provide the values for the SPLEXTLOG, TOKEN, and URL fields.
ERP-4310FixPayables. Couldn't access Payables > Processes > REPAY Payment Group Approval and process vendor payments. The following error was displayed:
Object Reference not set to an instance of Object
While fixing this issue, we made these improvements:
  • You can cancel a payment group from within Acumatica. Select a payment group and then select Cancel from the Actions menu.
  • The new Connection Status column indicates whether Acumatica is communicating with REPAY Payables. If not, check the API credentials for your AP payment method (on REPAY Payables Settings).

ERP-4611,
ERP-4805,
ERP-4825		FixReceivables. An invalid warning message, The document needs to be released before it can be synced, caused the following issues:
  • Balanced AR invoices couldn't be released.
  • Service order billing couldn't be processed.
  • When ClickToPay was set to multi-currency, merchants couldn't prepare invoices in more than one currency.
ERP-4726FixClickToPay. Currency conversion on Invoices and Sales Orders. Recalculated prices weren't reflected in ClickToPay, causing buyers to pay the wrong amount.
ERP-4816,
ERP-4894,
ERP-4925		FixReceivables > Payments and Applications. Sometimes the payment gateway status did not sync to Acumatica. Instead, the CARD PROCESSING tab showed an Error status and a processing center response reason of Does not exist. 
ERP-5388FixPayables. Checks and Payments > Payment. When a payment was released, the payment request wasn't always sent to REPAY Payables. To address this, the SYNC PAYMENT WITH REPAY button is now two separate options:
  • SEND PAYMENT TO REPAY - sends the payment to REPAY Payables
  • CHECK REPAY PAYMENT STATUS - syncs the REPAY Payables status back to Acumatica


Downloads


Resources

DocumentationPortals & PagesProduct Demos
Acumatica User Guide
REPAY Status PageAcumatica Card & ACH
Functionality MatrixREPAY Gateway LoginREPAY ClickToPay
Supported VersionsREPAY Elevate AP Vendor Payments
 REPAY Payables Platform 
a year ago

REPAY Payables: Version 296

Release Date: January 18, 2024

This release includes enhancements to payment vouchers, improvements for CDK Global users, and a new webhook for tracking when payments are reissued.

Release Notes

TicketTypeDescription
CPAY-1920FeaturePayment vouchers are now created when a payment group is approved, allowing customers to track progress. The voucher is updated when the payment status changes; it shows "Payment Pending" for all payment statuses except Paid.

When the payment status changes to Paid, the voucher is refreshed with remittance details, and the payment voucher email is sent.
CPAY-4896FeaturePayment vouchers now show the status date rather than the current date. Status date indicates when the payment was completed in the system and can act as proof of payment.
CPAY-6459FixFixed an issue where payment vouchers weren't generated if the internal voucher service wasn't running.
CPAY-4782FeatureWebhooks. The new payment.reissue webhook allows you to track when a payment is reissued and the payment method has changed.
CPAY-5044FeatureSearch Payments. The search range now defaults to the previous 7 days.

This change applies to all payment search results, but was requested for CDK Global (the default look-back for retrieving invoices is 7 days). It allows CDK users to see all payments in a group without manually changing the date range.
CPAY-5088FixCDK Global. Search Payments. The Repost to DMS function now ignores cancelled payments in the group. This fixes an issue where if the payment group you were reposting contained a cancelled payment (one paid outside of REPAY Payables), the entire payment group was cancelled.
CPAY-5107FixCDK Global. Vendor invoices retrieved from CDK on different days are now stacked, or consolidated, under the same vendor payment and payment group if the invoice due dates are the same. Previously, payments were created on the day they were pulled, and invoices for a vendor with the same due date would be paid separately.
CPAY-5426FeatureCDK Global. Payment numbers now match the A00 check number that is generated and posted back to CDK. This A00 number is included on payment vouchers, allowing payments to be reconciled in CDK.
CPAY-5122FeatureInternal. As requested, changed the bank email address where REPAY Payables sends ACH and Positive Pay verification emails. 
MultipleFixInternal security fixes and updates to third-party libraries.


a year ago

REPAY ClickToPay: Version 1.37.1

Release Date: January 14, 2024

This release updates the login screen and addresses issues found with Sage Intacct and Sage 100 Accounts Receivables. It also includes internal work on the Sage Intacct integration and preparations for the rollout of multi-factor authentication (MFA) to REPAY ClickToPay. These internal changes do not yet impact customers.

Release Notes

TicketTypeDescription
MultipleFeature
The login screen now handles both logging in and registering for a new account. We removed the password field and changed the title to "Enter your email address" to avoid confusion.
  • If you have an account, enter your email address and click Continue to proceed to the password screen.
  • To register a new account, enter your email address, click Continue, and then complete the fields to register your account.

Buyers: On the payments portal, the Login and Register tabs were removed and replaced with the green button, as shown in this sample invoice. Click the button to go to the Enter your email address screen, where you can sign in or register for an account.

MultipleFeatureInternal. Ongoing work on the Sage Intacct integration.
Multiple
Feature
Internal. Ongoing MFA work for external users. 
ERP-4490FixSage 100. ClickToPay invoices did not include shipping or freight charges in the amount due, causing buyers to underpay their invoices.
ERP-4496
FixSage Intacct Accounts Receivable. When you captured an authorization from a sales invoice through the Accounts Receivable module, the payment was not posted correctly.
a year ago

Sage 100: Version 7.05

Release Date: January 9, 2024

This release adds support for Sage 100 2023 PU2 and Sage 100 2022 PU5, lets you control the line description on ClickToPay sales order invoices, and fixes an issue with voiding sales orders older than 36 months. 

Release Notes

TicketTypeDescription
ERP-1247FeatureClickToPay Sales Orders. You can choose which text to include in the Description field on a ClickToPay sales order invoice. On REPAY Payments Options > ClickToPay, select Enable Sales Orders and then select whether to display the line description or comment from the sales order.
 
ERP-5574FeatureSupport for Sage 100 2022 PU5.
ERP-5590FeatureSupport for Sage 100 2023 PU2.
ERP-5481FeatureSage 100 2019. Removed a no longer valid opt-out message from the REPAY setup screen.
ERP-5629FixA merchant reported that when they deleted open sales orders with authorizations from 2020 and voided them in Sage 100, credits were erroneously issued back to the buyers for (authorized) amounts they hadn't paid.
Transactions more than 36 months old are not saved in the payment gateway, per data retention policy. Updated the REPAY void logic so that when a transaction is voided in Sage 100 but it can't be found in the payment gateway, a credit isn't issued.


Downloads


Resources

DocumentationPortals & PagesProduct Demos
Sage 100 User GuideREPAY Status PageSage 100 Card & ACH
Supported VersionsLegacy Gateway LoginREPAY ClickToPay
Functionality MatrixREPAY Gateway LoginAP Vendor Payments
Known 3rd Party ISV Compatibility MatrixREPAY Elevate
Sage 100 Class OverridesREPAY Payables Platform 
a year ago

Sage Business Cloud X3 AR: December 2023

Release Date: December 21, 2023

This release addresses an issue where declined transactions were shown as approved and fixes errors that prevented adding a credit card to a customer or payment receipt. 

It also adds support for a second payment gateway. The new gateway is referred to as the REPAY gateway; our existing gateway is now referred to as the APS gateway. For more information, see REPAY Gateway Notes, later in this release note.

Release Notes

TicketTypeDescription
MultipleFeatureREPAY Gateway. Updated and tested all REPAY payment and reconciliation features to ensure compatibility with both REPAY and APS gateways.
ERP-756FeatureThe REPAY Setup screen has been updated to allow setting up either the REPAY Gateway or Legacy Gateway.

Note: If you're a current customer, do not switch the setting to REPAY Gateway.

ERP-2334
(TB-10071)		FixCouldn't add a credit card payment method to a customer record or when recording a receipt. This affected:
  • Customer > REPAY tab
  • Payments > Credit Card Receipt > REPAY tab
ERP-2478FixA/P-A/R accounting > Payment/Receipt entry. With REPAY installed, you couldn't enter a receipt for a non-credit card transaction.
On Transaction Selection, when you chose a non-REPAY payment type (for example, a wire transaction), Class non-existent and Application error messages were displayed and then you were returned to the A/R Accounting Manager dashboard.
ERP-3159
(TB-11099)		FixInstalling the REPAY integration failed.
ERP-4216FixInvoices and Sales Orders. When the payment gateway declined a transaction, Sage X3 still displayed the item as approved.


Downloads

The REPAY customization is installed as a patch integration. Download the Zip file, then sign in to Sage X3 as an administrator, go to Development > Utilities > Patches and select Patch Integration. The Accounts Receivable and Accounts Payable solutions are delivered separately, with different versions for Sage X3 V11 and Sage X3 V12. (In a future release, the AR and AP solutions will be combined into one Zip file.)

Accounts ReceivableSage X3 V11Sage X3 V12REPAY AR Installation Instructions
Accounts Payable
Sage X3 V11Sage X3 V12REPAY AP Installation Instructions


Resources

DocumentationPortals & PagesProduct Demos
Sage Business Cloud X3 User GuideREPAY Status PageSage X3 Payments

REPAY Gateway LoginClickToPay for Sage X3

REPAY Elevate


REPAY Gateway Notes

There is no change for current REPAY Sage X3 customers. Continue to use your existing payment setup. (If you previously sent transactions using the legacy gateway, you can't change to the new REPAY gateway.)

If you are a new customer, work with your implementation team to select the gateway that is appropriate for your needs. The REPAY gateway doesn't currently support EMV transactions.

a year ago

REPAY Payables Hotfix: Version 295.2

Release Date: December 19, 2023

This hotfix corrects an issue where virtual card payments weren't issued.

Release Notes

TicketTypeDescription
CPAY-6116FixCorrected an internal web services issue that delayed a limited number of virtual card payments. Payments to affected vendors have been sent.


a year ago

REPAY Payables Hotfix: Version 295.1

Release Date: December 15, 2023

This release updates filtering on the Paused Groups and Paused Payments screens to correct an issue where Payment Specialists couldn't see all paused payments. These screens are internal and used by Payment Specialists.

Release Notes

TicketTypeDescription
CPAY-6063FeaturePaused Groups and Paused Payments no longer filter by the user's selected account and customers. This corrects an issue where Payment Specialists couldn't see all paused payments without restriction. 

Paused Payments updates:
  • When accessed from Payments > Paused Payments, it shows all paused payments in the system; when you drill down from Paused Groups, it shows paused payments in the selected payment group.

Paused Groups updates:

  • The screen now includes payment groups with at least one paused payment. Previously it only showed payment groups that were paused.
  • If a payment group includes a paused payment, you cannot unpause the group. (The Unpause button is hidden.)