In Email Setup, a new Email Method has been added for Office 365. Office 365 Sign In with Microsoft must be completed to establish the email connection. Sign In must be completed again if Receivables hasn’t been used to email for a 90 day period. 

Please note: OAuth standards require specific server versions for proper implementation and configuration. Microsoft Server 2019 or higher.

 

Version 9.3A | 2021-04-20 (Apr. 20, 21)

9.3A release notes

·    Compatible with Adagio DocStore.

·    Supports Online Credit Card Payment Processing with new add-on module Adagio Payments 9.3A.

·    Payment Card Industry Data Security Standard (PCI DSS) compliant.

·    Added support for “one-time” or “cash” customers.

·    Find on filtered Customer grids to search within the filtered result.

·    Payments can now be taken on credit notes for refunds.

·    'Auto-Generate' the Check Number field in posting speeds entry and avoids duplicate document numbers on cash transactions.

·    Added new field PO Reference in batches for customers who pay by PO number. The field posts to the Transaction file and is available for viewing and on statements.

·    Send/print statements to multiple Send Methods (Printer, PDF, email) simultaneously.

·    Option to attach only outstanding invoices (past their Due Date) to statements.

·    Option to attach only invoices >= n days overdue to statements.

·    Option to age transactions by Document Date or Due Date on statements.

·    Print Overdue Receivables, Aged Trial Balance, and Customer Transactions reports to Excel using ExcelDirect.

·    It is easier to find a field in the Column Editor. Sort the list, restrict the list by data type, and type in some text likely to identify the field.

Version 9.2A | 2017-07-11 (Jul. 11, 17)

9.2A release notes