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Legacy - 2020

Release 2.16.40.573 -- December 2020​

Tasks moved into Dashboard & Admin sections of workspace

UI Icons in Eftsure tabs (bank accounts & payment lines & user options)

Onboarding forms moved into Eftsure Parameters form

GFense preset icons (Buildings and Flags)

Bing Maps upgrades to match Google Maps features

Clusters for Maps marker and pins

User options for map type preferences (Roads/Satellite)

Release 2.16.40.563 -- December 2020​

Vendor default bank account lookup redesigned to include icons and grid colours

New task: Unexpected default bank account

ABN Url bug fix

Release 2.16.40.561 -- December 2020​

Bug fixes and improvements

Projects export into Microsoft Project compatible format

Show durations moved from Parameters to User options

Self-Certify & Limit Payment dialogs redesign

New Payment limit icon in form titles

Update for standard icons on all custom forms

Vendor group configuration form redesign

Eftsure ribbon button shows connection details and geo location details

Payment journal icons now also list ABN and GST statuses, new icons for blocked and above limit

Release 2.14.38.530 -- November 2020​

Onboarding values screen redesign, new attachments sections

Release 2.14.38.527 -- November 2020​

New icon improvements with tooltips

New BankGroup lookup improvements

Vendor History available in Workspace and Show menu

Ability to edit values of custom onboarding fields (not validated by Eftsure) -- Maintain permission required

Eftsure icons available in workspace form parts and dialogs

Batch source icons

Onboarding fields expiry date (for attachments in Eftsure onboarding forms)

Menu Verifications & Show renamed into Actions and Show menus

Onboarding status change button now merged into Actions menu

Release 2.14.38.498 -- October 2020​

New default first name and last name (Parameters) for invites and change requests.

Bank account id prefixes in parameters > Naming conventions

Updated onboarding values form to dialog

Release 2.14.38.476 -- September 2020​

Tooltips for Eftsure icon block in main screens

Accepting Awaiting onboardings requires manual confirmation

New Dashboard > Project and Dashboard > Tasks parts

New Mass rename in Tasks > Rename part

New Search logs in Task > Search part

New Projects > Upgrade methodology

Release 2.14.38.465 -- September 2020​

Journal GST Checks (Journal name & Vendor group configuration)

Vendor Invoice GST Checks (Vendor group configuration)

New vendor blocked icon

New payment transaction dimension popup icon

New manuals available in Help menu

New Eftsure support role

Release 2.14.38.455 -- September 2020​

Important:

Please reschedule Onboarding Sync batch job to run every hour

Need to configure email types for vendor and contacts in Eftsure parameters

Need to reconfigure environment (sandbox/live combobox)

Beta preview - Project module for Eftsure deployment methodologies - Removed Tasks v1.0

New Process flows in Workspace and Parameters

Support for deployable packages

New verification workspace section

New contact type selection in Parameters to use standard or Eftsure contact types

Release 2.13.37.429 -- August 2020​

Support

New support dialog for issues, verifications, training, customisations

New Screenshot control to attach screenshot

Support for Zip, Infolog, environment configuration

Configuration in parameters

Supplier Invitation

Ability to specify ABN on invitations

New ABN lookup for Name and Number

Onboardings

New delete button for admins in case of issues -- resync recommended after

New parameter to delete attachments from Eftsure cloud after download

Tasks v1.0:

List of go live tasks.

Verbose Log:

Types and UI improvements

API Update:

Removing deprecated Eftsure APIs (OnboardSuppliers, GetVerificationInfo),

All Vendors go through Update and GetSupplierInfo from this release on.

Removed inconsistent Skip flag, renamed skip to Exclude vendor from Eftsure

Vendor Collaboration

HTML Email link to VC users & Snippets

New VC company specific configuration

New Collaboration tab in main workspace

Prospective vendor registration request: New record creator form

Vendor request configuration attachments: New Tree control lookup (Grid deprecated)

VMF

Option to include latest transaction date and amount to facilitate verifications

UI

Ribbon Button Admin HelpText

Chart colors matching UI definition

Buttons framework

Show/Hide buttons, HelpText descriptions & Multi Select performance improvements in UI Parameters.

New Sync Group to sync selected vendor(s) up or down, New Vendor Collaboration Link button

Buttons added to all missing more forms.

Admin

Telemetry core: Microsoft ApplicationInsights & Google Analytics (Turned on by default)

Batch History Infolog UI Improvements

Security

Eftsure admin role has been granted SysTracingPane privilege by code, please remove manually in System > Security > Security Configuration if not appropriate.

Vendor Group configuration: Ability to restrict self-certification to user groups

Workspace: Deleted obsolete search by supplier code feature

Release 2.10.34.103 -- April 2019​

Tools

Vendor latest transactions in Init Menu and in VMF files

Release 2.10.34.99 -- April 2019​

Batches

Batch scheduler

Stability improvements on incorrect data (ABN, BSB, error messages)

Inactive Eftsure flag now solely based on bank account expiration date

Batch job edit parameters popup issue

Eftsure icon in contact information

Release 2.10.34.98 -- April 2019​

Supplier code

New numbering for improved visibility

GoLive & Maintenance

Reset company feature for admins

UI

Improved Show & Verification buttons

Release 2.10.34.92 -- April 2019​

Automation

New Vendor Group config settings to automate vendor accept and update

New Vendor Group options to block vendors on business events

Forms

Simplified verifications, new form properties synced and handle employee specific forms

Fixes

Show Contact person from bank account fixed

Documentation updates

General

UI Improvements on additional alerts, counts in payments screen

Onboarding fields badges and logs

Release 2.10.34.90 -- April 2019​

Vendor collaboration:

HTML improvements, Accept Terms & Conditions

General

Multi select improvements

New vendor group configuration options

New icons and UI upgrades, new shortcuts

Release 2.10.34.82 -- March 2019​

Vendor collaboration:

Completed missing documentation

Support for custom attachments

Copy configuration in Vendor requests configuration function now supported

Bank Account Information now optional / mandatory / hidden

New menus in Workspace menus for VC

New Vendor Group configuration options for VC, Vendor on Hold status

Google Maps -- (New Custom control when #pins >1, New Drop Down for terrain types)

Onboarding forms - Aligning forms to match portal updates (2FA, verifications)

Parameters

YourAccountNum supports Empty, LegalEntityName, VendorAccount during creation

Release 2.8.32.70 -- March 2019​

Bug fixes

New support for Google Maps and Bing Maps

New third party IPQS for Geo Fencing

New Webservices logs

New custom controls

Fixed Charts drill down

New 2FA field on forms

Updated documentation

Release 2.8.32.27 -- February 2019​

Bug fixes

New administration module

New charts

New GeoFencing feature

New Vendor collaboration support

New ABR API connection for ABN checks, search...

Updated documentation

Release 2.8.32.1​

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