9.9 February 2024

Version 9.9 Release updates

General

  • Transact Payment sets record type to Manual for non credit card type payments
  • Letter Template builder  allows for update column headings for line items and totals sections
  • Addressfinder  data validation correction for City/State fields for New Zealand addresses
  • Increased Donation By Name field size from 80 to 255
  • Events  fixed issue of next button not being enabled when only one ticket type specified
  • Make Payment button from Opportunity.  Truncated Payment For to 255 characters if the Opportunity description was longer than this.
  • Added Payment Form Name formula field to Payment Txn Object
  • Added accessibility check in Recurring Payment Processor for field No of Splits to avoid potential field level security errors during processing.

Global Payments Oceania

  • New Payment Gateway added  - Global Payments Oceania (currently in beta)
  • Added in following modules
    • Checkout  Single Payment, Recurring Payment, Recurring Payment with future start date, Credit Card and Direct Debit
    • Authorisation and Authorisation Complete Transactions
    • Recurring Payments
    • Batch Entry
    • Refunds
    • Card Update, Card holder card update
    • Transact Payment
    • Token Charge
    • Reconciliation processor
  • Coming soon
    • Import Files
    • Card Expiry Date update
    • Void a previously authorised transaction

Stripe

  • Updates to cater for newer versions of the API.  This corrects error of “Unknown Error found whilst processing: Credit Card” from occurring
  • For Stripe SCA, Update to retrieve/update Bank Deposit Date field on the Payment Txn

Batch Entry

Xero

  • Added new integration for Credit Notes
  • Added ability to create a Credit Note against an Invoice
  • Xero Invoice Object renamed to “Xero Invoice/Credit Note” and record types added to differentiate between Invoice and Credit Note
  • Added new option to "Sync All Payments" or "Sync Payments with Matching Invoice". Steps are list in Sync Xero Payments to Salesforce help article.

Import Files

  • Added new option “Charging Card Options”.  This new option is primary used by organisations the use face-to-face fundraising and want to upload the fundraising details.  For some 3rd party face-to-face fundraising platforms may have already charged the first transaction and this new Import File option provide ways of handling the different scenarios for how the imports should be treated.
    • Charge when Start Date before todays date.  This option will behave the same as Import Files did previously.  Cards are NOT charged when the start date is greater than todays date, but are charged if prior to todays date.
    • Tokenise when Start Date before todays date.  This will always tokenise cards if a start date is specified.
    • Tokenise when State Date before todays date and record transaction as paid.  .  This will always tokenise cards if a start date is specified.  In addition, this option will marked the Payment Txn as paid/banked.  This indicates the payment was charged by the 3rd party prior to Importing.

Version 9.9 Post upgrade steps

  • Under Setup, Object Manager, locate Object:  Xero Settings
    Add fields: "Sync Credit Notes", "Xero Last Credit Notes Sync", "Xero Payment Syncing Option" to page layout
    Add button: “Sync Credit Notes” to page layout
  • Under setup. Search Remote Sites Settings
    Enable Remote sites for "GlobalPaymentsOceaniaMock" and "GlobalPaymentsOceaniaProd".
  • Under Setup, Object Manager, locate Object:  Object: Import Files
    FieldSets Tab: For Fieldsets “importFileDetails” and “importFileProcess” add field: “Charging Card Options”
  • Under Setup, Object Manager, locate Object:  Object: Payment Txn
    Fields & Relationships Tab: For Field “Transaction Source”  add picklist value: “Recurring Load”
  • Under Setup, Object Manager, locate Object: Merchant Facility
    Fields tab: Field: “Payment Gateway”, add new picklist value “Global Payments Oceania” to ALL record types.  (Make sure the checkbox for all record types is selected when adding)
    Field Dependency:  “Payment Gateway” to “payment Method”.  For “Global Payments Oceania”, Enable same options as EziDebit Payment Gateway.  NOTE, if there is not an existing Field dependency between these two fields then this step can be skipped.
    Field Dependency:  “Payment Gateway” to “Payment Gateway Options”.  For “Global Payments Oceania”, Enable “IsBECS”.  NOTE, if there is not an existing Field dependency between these two fields then this step can be skipped.