Bluefort TAPP – March 2024 Release – Release Notes

Contents

NEW FEATURES – MS Dynamics 365 Finance (FinOps)

New Features:

Link existing mandates to existing customers – Automated data migration process for existing direct debit mandates with GoCardless integrating and syncing automatically to the Customers defined in Finance & Operations. This is performed by uploading an excel file linking both customer Ids.
Payments Fact boxes – Workspace tiles and dashboard improvements showing payment counts which are Pending submitted, Submitted, Confirmed, PaidOut, Cancelled, Failed, Charged Back, Pending customer approval.
GoCardless Offline mandates – This feature allows for Sales persons creating direct debit mandates from their customers, storing all the information on the Offline mandates form and reconciling them from D365 Finance & Operations (TAPP CRM ERP) through to GoCardless in an offline manner when all the details are retrieved. This allows for the Sales teams to generate Direct debit mandates on the customers’ behalf.
TAPP CRM ERP handles payout scenarios with zero fees – This feature allows TAPP CRM ERP to handle cases where the merchant does not accept GoCardless fees and therefore no supplier payment journal is created.
GoCardless Reason codes retrieval through event synchronization – This allows TAPP CRM ERP to retrieve reason codes for payment processes directly from GoCardless through an event synchronization process.
Payout Customer Journal line date calculation – The feature has made it possible within TAPP CRM ERP to parameterize whether the payout customer journal line date is calculated based on the following 2 options:
Payout creation date (default value)
Payment confirmation date
TAPP bank fields onto CustomerBankAccountEntity – This feature enhances the existing standard D365 Finance & Operations Entity CustomerBankAccountEntity to include the following fields:
First name
Customer Last name
Authorisation Source
Sort code
Personal Bank Account

Bug fixes and other functional and performance improvements.

NEW FEATURES – MS Dynamics 365 Sales (Dataverse)

GoCardless Offline mandates – This feature allows for Sales persons creating direct debit mandates from their customers, storing all the information on the Offline mandates form and reconciling them from D365 Sales (TAPP CRM) through to GoCardless in an offline manner when all the details are retrieved. This allows for the Sales teams to generate Direct debit mandates on the customers’ behalf.

Make all TAPP CRM functionality available for the CRM Contact entity – This feature aims at providing the same functionalities offered by TAPP CRM on customer’s account also on the customer contact. Functionalities covers payment processes lookup menus for the contacts as well as the account.