Detailed Changelog for Continia Payment Management 2023 R2
This article lists all new updates, features, service packs, and hotfixes for Continia Payment Management 2023 R2.
Tip
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Payment Management 2023 R2
Release date: October 1, 2023
Online version: 7.0.0.0
Supported Business Central version: 2023 Release Wave 2 (BC23)
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| General Application | With the introduction of the Bank Account Verification feature, you can now verify the legitimacy of bank accounts. This enhances fraud protection and security within approval workflows. | 48858 |
| General Application | You can now set up approval groups without priority. This allows you to specify the mandatory number of approvers, and it doesn't matter who among them approves as long as the required number is reached. | 48857 |
| General Application | To prevent unpredictable behavior and errors in the approval flow, a check has been implemented to avoid the simultaneous setup of approval flows for both Line and Batch Approval. Users will receive a warning when attempting this configuration, enhancing workflow consistency and reliability. | 48856 |
| General application | A new feature has been added to the Bank Account Setup that allows the removal of any trailing whitespaces from the passwords. This will ensure that the system correctly recognizes the passwords and that users can access their accounts without any issues. | 43724 |
| General Application | With the introduction of the Continia Hub menu, you can easily access helpful articles, training materials, and informative videos to support your business tasks in Business Central. | 48860 |
| General Application | To prevent validation errors on approved documents during posting, you can now validate purchase documents in Document Capture before sending approval requests. Please note that this functionality is not compatible with standard approval processes. | 49123 |
| General Application | Now, when you invoke the "Update Vendor Bank Account Information" or "Update Customer Bank Account Information" actions, a notification dialog will appear, confirming that the information has been updated. | 49130 |
| General Application | When updating vendor bank account settings or entering an invalid IBAN, a dialog box will appear. | 49311 |
| Payment and Cash Receipts | Users can now generate the "Create Vendor Payment" report from the Vendor Ledger Entries List through an external facade codeunit. | 48197 |
| Payment and Cash Receipts | The Direct Debit suggestion functionality has been expanded to include customer ledger entries with no document type. Now, it can handle entries with a blank document type. | 49598 |
| Platform and Technology | Our file export procedures have been restructured to use standard BC File Management codeunits. This change supports customers who have integrated with File Management. | 48233 |
| Statement Intelligence | The performance of the bank account reconciliation routine that is run upon posting a journal has been enhanced. To enable this feature, access Continia Feature Management. | 48202 |
| Statement Intelligence | The reversal matching process to include open Bank Account Ledger Entries has been improved to simplify reversal. This update enhances the matching and rematching of Direct Debits and their reversals. | 48770 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| General Application | A new key has been implemented for the "Invoice Ledger Entry No" field in the CPM Reversal table to optimize API performance. Retrieving the Reversal Code from the Customer Ledger Entry was slow due to the absence of a key for the "Invoice Ledger Entry No." | 47815 |
| General Application | Resolved an issue where the CPM Customer Statement No. Series was lacking ending numbers, impacting the numbering sequence. In addition, we've introduced validation to check for ending numbers within the Customer Statement No. Series, similar to other number series checks. This validation is now applied in the Bank Account Reconciliation process when the "Sales" field on the Statement Intelligence Setup Page is configured to show an error in case ending numbers are missing. | 48011 |
| General Application | Updates were overwriting the Status Level on Danske Bank. This issue has been resolved. | 48888 |
| General Application | Assisted setup no longer shows an error message when no balance account is set up during the initial steps of assisted setup. | 48217 |
| General Application | Addressed the problem where the Preferred Bank Account was cleared for vendors when using the Vendor Payment Setup. | 48216 |
| Payment and Cash Receipts | You can now specify a file extension in the File Name fields on the troubleshooting page. Additionally, you can exclude the Message ID from the file name. This addresses concerns with manual exports and ensures that the file name is more user-friendly. | 47044 |
| Payment and Cash Receipts | Resolved an issue within the approval workflow that allowed payment journal lines to be added after an approval request was sent but before approval. This issue caused the journal to become locked until the approval request was canceled. | 47396 |
| Payment and Cash Receipts | We have addressed the previous limitation of email notifications being limited to vendor payments. As of now, notifications are fully supported for both employees and customers. | 49373 |
| Payment and Cash Receipts | We have addressed the issue that prevented the correct transfer of G-account information during the posting of invoices in specific setup configurations. | 49468 |
| Payment and Cash Receipts | Added a new feature that allows direct import from bank export data into the cash receipt journal without getting a file dialog. | 47486 |
| Platform and Technology | Due to the deprecation of report layout handling in BC, an event previously utilized by Payment Management has also been deprecated. Important information for Business Central Cloud customers using reports in email notifications: To ensure a successful update to the latest version and continued access to report layout functionality, BC cloud users must take action by activating the "New Microsoft Word report rendering platform" feature. | 49474 |
| Statement Intelligence | Fixed the issue causing matching of batch payments in Rabobank to only match one entry at a time. | 48322 |
| Statement Intelligence | Resolved an issue that resulted in filter overflow due to incorrect formatting of the EndToEndID from specific banks. | 48421 |
| Statement Intelligence | We've addressed an issue in Bank Account Reconciliation where filtering wasn't functioning correctly. Specifically, we fixed the functionality of the "Show Matched Bank Account Ledger Entries" and "Show all Bank Account Ledger Entries" actions, as they utilized outdated functions. | 48182 |
| Statement Intelligence | The Cash Receipt Journal Page now has an added functionality to handle amount differences. When you use the "Insert Difference Journal Lines" action, two additional journal lines are created. One line is for the difference posted on the G/L Account specified in the Statement Intelligence setup, and the other is a balancing journal line for the Bank Account which reflects the statement amount of the related bank statement line. You can specify the G/L Account for the difference amount in the Statement Intelligence Setup Page, in the field "Default Difference Amount G/L Account." The Add Applied Difference to Amount action on the Cash Receipt Journal page has been made obsolete. | 43977 |