NEW FEATURES – MS Dynamics 365 Finance (FinOps)
New Features:
- Ability to view the default merchant payout currency on the Enterprise Automation Parameters form
- Ability to view Payout Currency in Payouts form
- Ability to reconcile existing customer mandates in GoCardless with customer records in Microsoft Dynamics 365 Finance. This is handy for customers who were already live with GoCardless prior to using Dynamics 365 Finance.
Bug fixes and other functional and performance improvements.
NEW FEATURES – MS Dynamics 365 Sales (Dataverse)
New Features:
- Ability to view the default merchant payout currency on the TAPP Onboarding record of type GoCardless
- Ability to refund a GoCardless payment by specifying a Credit Note Number and amount to refund
- Ability to choose which is the default mandate linked to an Account record (i.e. a customer) if a GoCardless customer has multiple mandates.
Bug fixes and other functional and performance improvements.
NEW FEATURES – MS Dynamics 365 Business Central (BC)
This is the first release of Bluefort TAPP for MS Dynamics 365 Business Central 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 sales orders
- Automates payments for recurring sales orders
- 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
- 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.