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Bluefort TAPP – April 2023 Release – Release Notes

NEW FEATURES – MS Dynamics 365 Finance (FinOps)

This is the first release of Bluefort TAPP for MS Dynamics 365 Finance where the following features are available:

  • Integration with Direct Debit functionality of GoCardless
  • Provides a friction-less merchant onboarding experience
  • Provides a friction-less customer onboarding experience
  • Automates payments for free text invoices
  • Automates payments sales orders
  • Automates payments for recurring sales orders from Subscription Billing processes
  • Automates refunds for credit notes
  • Leverages SuccessPlus from GoCardless
  • Provides an updated sales invoice report which communicates payment via direct debit and number of days after which payment is expected to take place
  • Provides detailed list pages for Customer mandates, payments, refunds and payouts for easy transaction reconciliation and tracking without having to navigate outside of Dynamics 365 Finance
  • Automatically generates payment journals, posts them and settles them with customer invoices
  • Automatically generates supplier invoices for GoCardless charges, supplier payment journals, posts them and settles them
  • Native integration with Bluefort’s LISA product suite

Bug fixes and other functional and performance improvements.

NEW FEATURES – MS Dynamics 365 Sales (Dataverse)

N/A

Bug fixes and other functional and performance improvements.

NEW FEATURES – MS Dynamics 365 Business Central (BC)

N/A

Bug fixes and other functional and performance improvements.

Deployment Guides

Dynamics 365 Finance

Dynamics 365 Sales

Dynamics 365 Business Central

Updated on May 26, 2023

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