9.0 May 2022
9.0 Release Updates
- New module added to connect Payments2Us/Salesforce to Xero
- Retrieves Tax Components, Tax Rates, Tenants, Tracking Categories, Tracking Options from Xero
- Send Contact details to Xero
- Send Invoice and Invoice Line items to Xero
- Retrieves Payments from Xero
General Updates
- Checkout  better capture and logging of unexpected errors, including permissions errors
- Checkout  Fixed error caused by recurring payments on Last Day of month where Import File permission missing on force.com sites profile
- Updated App Logo and all Icons to reflect new branding
- All payment gateways, changed reference generation. Â In particular to stop duplicate with EziDebit regular payments
- EziDebit  cater for timeout issues, especially with nightly recurring payment processor that would cause some Payment Txns to not be created. Â
- Stripe  Changed Webhook to get back last 5 days on Payment Txns based of LastModifiedDate, vs. CreatedDate
- Stripe  Now updates description to provide more details in Stripe and enables easier reconciliation.
- Fraud Security Error Log alerts now include Merchant Facility Record Id in subject enabling workflows to be created to alert relevant department
- ASB Bank Direct Debit Files. Â Updated reference to use Receipt Number to avoid field truncation. Â Updated Account Numbers to include Account Suffix for Receiver and Donor account numbers in extract file generation.
- Automated Bank feeds - fixed error with missing field in SOQL Query on Bank Transaction Matching
- Lead Convert. Â Fixed Issue in NPSP when workflow to create URL Token on Contact was enabled
- Events  Correction to Add to Calendar where an event end time at midday would advance by a day.
- Recurring Card Update  fixed issue when Recurring Payment is linked to a Subscription a card update would also change the next payment due date.
- Correction to error when multiple recurring payments updated at the same time and they are linked to the Same URL Token.
- Correction to error that may occur when URL Tokens used and force.com sites access to Opportunity object is not set
- Payment Check Processor, for PayPal Checks, now sets the Banking Complete value correctly if the transaction was successful. Â More updates/checks cater for PayPal not being successful. Â
- Like for Like field copies updated to excluded CreatedDate. This caters for the scenario when audit field have been set as creatable.
- Recurring Payment Processor  more checking for errors and logging of more error details
- Payments2Us Account warning message if billing details/data not up to date
- Added error capture and logging of issues for Queueable routines for better management of unexpected errors
- Receipts now truncate total section text if too big to avoid pages going onto second page.
- Receipts updated to preview in lighting to not go onto 2 pages.
- Receipts fixed issue where images did not show for some organisations
- Windcave PxPay - Updated to work with Transact Payment and Batch Entry
- Stripe and Stripe SCA - Updates to Import Files of Credit Cards to mark Banked Payments correctly
- Shopify - Updated to work with organisations using Properties
9.0 Post upgrade steps
Object Manager - Custom Object Updates
- Merchant Facility
- Field: License Option, add new picklist values "Xero 01", "Xero 02","Xero 03" to ALL record types.
- Xero Settings
- Page Layout: Add Salesforce Mobile and Lightning Actions - Connect to Xero, Download Xero Metadata, Sync Contact, Sync Invoices, Sync Payments
- Page Layout: Add Fields - all fields not on the Page Layout
- Xero Invoices
- Page Layout: Add Salesforce Mobile and Lightning Actions - Mark for Xero Sync
- Page Layout: Add Fields - all fields not on the Page Layout
- Page Layout: Remove Fields - Sync with Xero Status
- Xero Invoice Lines
- Page Layout: Add all fields not currently on the Page Layout
- Xero Payments
- Page Layout: Add all fields not currently on the Page Layout
If using Xero, then:
Object Manager - Standard Object Updates
- Account
- Page Layout: Add Quick Action: Mark for Xero Synch
- Page Layout: Add fields: Xero Company Number, Xero Tax Number, Xero Bank Account Number, Xero Contact Id, Xero Send Contact
- Contact
- Page Layout: Add Fields: Primary Xero Contact
Remote Sites (setup - search "Remote Site Setting". Â Mark the following as Active
- XeroAPI
- XeroIdentity
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