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Starting in March of 2021, the release notes are combined for the application suite.

 

1.  Additional export functionality available in the Report Scheduler

 

Users now have the ability to choose which file format they prefer to received the scheduled reports in, PDF or Excel.

 

 

2. Transaction Release days

 

Transaction events can now be configured with an option parameter "Release Delay Days" to hold the transaction for the number of days specified. Such functionality is typically applied to the Reversal of Provisional Credit transaction. This allows the transaction and associated form letter to be issued together without having to follow up a number of days after notifying the customer to reverse the funds.

The release date is based upon business days and will roll forward to the next available business day if the release delay would fall on a non-business day.

 

A merge field, "EventDate+5" is also available to reference the release date in a form letter.