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Legacy - 2022

Release 3.24.48.840 -- December 2022​

Expiring Documents:

New form available in Workspace \ Onboardings

New email reminder via Batch

New configuration in Parameters

Ability to toggle notification per attachment on onboarding values > attachments and on Expiring documents form.

Major Release 3.24.48.839 -- December 2022​

New UI -- Version #3.0

Updated all workspaces UI with headers and full width

Updated charts with full width

Updated menu separators

Updated services page for Eftsure in Services health

Updated Admin \ Batch Jobs

ABN icons on Customer lists

Project DMF Import/Export issues resolved

ABN Lookup : Fixed display for View & Edit mode

Webservices for Eftsure API -- removing basic auth headers for compliance

Release 2.24.48.835 -- November 2022​

Creation of Vendor type Person for Employee onboarding forms, rather than organisation

Release 2.24.48.834 -- October 2022​

Support tool improvements

Bank accounts verifications dialog improvements

Allow onboarding fields attachments download via new button

Release 2.24.48.831 -- October 2022​

Improved visibility on transactions with negative amounts

Updated project methodology

Release 2.24.48.826 -- July 2022​

Updated libraries

Release 2.24.48.824 -- June 2022​

Enhanced drill through capabilities in dashboard

Min version upgrade to Update 10.0.24 PU 48

Bug / stability / UI fixes

Release 2.22.46.823 -- June 2022​

Fixed labels

Release 2.22.46.819 -- June 2022​

Webservices logs improvements

Maps compatibility

Release 2.22.46.816 -- June 2022​

Dashboard improvements

Vendor collaboration attachments fixes

Release 2.22.46.814 -- June 2022​

ABN lookup Performance improvements

Webservices logs improvements

Main Menu performance optimisations

Release 2.22.46.811 -- January 2022​

Support for Eftsure UAT environment

Support for ISV Studio

Release 2.22.46.807 -- October 2021​

Ambiguous portal button in Main menu split into onboardings and suppliers options

Release 2.22.46.805 -- October 2021​

Default dashboard: Eftsure Workspace icons visible using user personalisation

Icon fixes using fonts rather than images as per standard, ribbon button deleted replaced by new menu

Icons: Verification icon split into Vendor Blocked icon and Verification icon

User Accessibility: Ability to set custom colours in user options

New Image editor tool for screenshots and support attachments

Ribbon button upgrade

Release 2.22.46.800 -- October 2021​

Vendor collaboration mandatory uploads now displaying red mandatory borders

Fixed: Missing AccountNum in Bank account copy to another legal entity

New One Menu redesign with improved separators

Release 2.22.46.799 -- September 2021​

Bank account verifications: Invoice details preset from caller invoice if available (Including ExFlow)

Eftsure UI Buttons available on invoice forms

Dialog redesign for self certification, expiration, payment limit, bank account verifications

Menu Actions now allows bank account UnSelfCertify and UnExpire

ExFlow & Eftsure source code available via model file in LCS solution

Release 2.20.44.794 -- September 2021​

Bank account verifications:

Ability to send contact first name, last name,

Ability to send contact mobile and landline with validation

Ability to send invoice information to assist with verification.

Release 2.20.44.793 -- September 2021​

Fix for VC change requests & dedicated configuration

Moved "Required onboarding updates" to Collaboration tab

New VC Request email tenant check

New Icons, lookups and displays on VC Screens

New VC bank account tab HTML, configured in Parameters>Vendor Collaboration

New ABN Tab in VC\My company information

New Bank account edit popup on VC\ My company information\Eftsure

New default change requests forms on top of default invite forms

Need to reconfigure Forms for Parameters>Vendor Groups>Forms and Parameters>Invitations>Forms

New hold configuration to suit more cases

Need to reconfigure Hold for Parameters>Vendor Groups>Hold

Release 2.20.44.790 -- August 2021​

Eftsure entities now available in entity store for DMF

Support: High priority verification now available if Vendor is blocked.

Permissions: Eftsure admin has now Full Access to PESOnboardingInfo for manual edits

Release 2.20.44.787 -- July 2021​

Onboarding field attachments expiration date can be manually edited by admin

Improved ABN Lookup exceptions to avoid infologs

Release 2.20.44.777 -- June 2021​

ABN & GST icons in vendor invoice journals

Icons support for Factboxes

Support for ABN lookups and Customer&Vendor field approval labels

Changed recurrence rule for 'Sync from Eftsure' batch from 1min to 30 min.

Improved connection tests to highlight invalid origId, locked accounts, missing API permission or invalid partnerId

ABN Details drop down dialog improvements on ABNs list form

Release 2.20.44.747 -- June 2021​

Changes for ExFlow extension

Release 2.19.43.710 -- May 2021​

Vendor collaboration setup for HTML texts improved with HTML editors and previewers

Release 2.19.43.708 -- May 2021​

Vendor Group configuration

Setup moved from Vendor Groups into new Eftsure Parameters tab

New Hold options on Sync from Eftsure: Green/Orange/Red

Menu display and security improvements

Mapping for onboarding info: Small Business

Release 2.19.43.707 -- May 2021​

Support emails to use user's sender email instead of user alias

Release 2.19.43.700 -- May 2021​

ABN icons in field & lookup enhancements

New ACN field on Payee, populated from ABR information

ABN Lookup filter as you type

Release 2.19.43.694 -- May 2021​

New verifier section (Name, Phone, Position) on bank accounts

Reorganised Eftsure fields on bank accounts

Release 2.19.43.693 -- May 2021​

Fixes for webservice logs display

Release 2.19.43.692 -- May 2021​

Extended webservices logs to capture HTTP traffic stack for troubleshooting

24hr caching for single ABN details lookup

Release 2.19.43.691 -- May 2021​

Support for International verifications (beta)

Vendor Collaboration improvements:

BSB Lookup from AusPayNet

Format Validation for IBAN, SWIFT, Email, Phone numbers

Release 2.19.43.690 -- May 2021​

Telemetry Solution ID for ISV Studio

UI Update for Services health, Type format checker, Bank account verifications

New Maps & Geocoding provider: Mapbox

New IP Reputation provider: BigDataCloud

Email validation : IPQS & BigDataCloud in Parameters > Contact information > Email validation providers

Release 2.19.43.689 -- May 2021​

Support for new wizard pages features in navigation pane

Vendor group configuration:

Ability to show in Workspace & Vendor form > New menu

Ability to exclude suppliers from Eftsure verifications during creation

Adding OnboardingField.Value edit permission to Eftsure administrator for manual change of custom fields

Release 2.19.43.686 -- May 2021​

Support for extended infolog messages after PU34

Release 2.18.42.684 -- April 2021​

Self -- certification improvements & bug fixes

Support tool improvements to highlight mandatory fields

Release 2.18.42.675 -- April 2021​

Support:

New emails config ([email protected] and ([email protected].

New High Priority description fields

Updated Projects methodology

Release 2.16.40.649 -- February 2021​

Services health tests all connexions asynchronously

Telemetry performance improvements and new parameters tab

Projects methodology improvements

New VATNum placeholder for VCLinks

Release 2.16.40.642 -- February 2021​

Project export (HTML) and Project import (DMF)

Release 2.16.40.628 -- February 2021​

ABN Fixes on Vendors

Release 2.16.40.624 -- February 2021​

Added SFTP for AU Bank group updates from AusPayNet

Chart Colors button in toolbars

Project export (Project, DMF, Excel)

Recommendation: Delete all projects and project staging data before importing

Release 2.16.40.586 -- January 2021​

Check batches regenerates all necessary batches and alerts on deviations

Recommendation: Run Check batches manually after each deployment in each environment.

Release 2.16.40.585 -- January 2021​

Asynchronous validation for payments validation to improve performance

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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