Detailed Changelog for Continia Payment Management 2022 R1

This article lists all new updates, features, service packs, and hotfixes for Continia Payment Management 2022 R1.

Payment Management 2022 R1 Service Pack 4, hotfix 2

Released: September 29, 2022
Online version: 4.4.0.2
Supported Business Central version: 2022 Release Wave 1 (BC20)

Bug fixes

Functional areaDescriptionID
General ApplicationAs it could cause the authentication to become invalid, it is no longer possible to update the Authentication to Isolated Storage multiple times.41695
Payment and Cash ReceiptsThe customer balance was not calculated correctly when creating customer payment suggestions.41692
General ApplicationAn error in the validation of purchase documents.41693
Payment and Cash ReceiptsAn issue that caused a potential error in the Payment Journal Setup when you suggested employee payments.41694

Payment Management 2022 R1 Service Pack 3, hotfix 3

Released: September 28, 2022
Online version: 4.3.0.3
Supported Business Central version: 2022 Release Wave 1 (BC20)

Bug fixes

Functional areaDescriptionID
General ApplicationThe filtering of lines was not respected when validating the posting.41141
Payment and Cash ReceiptsAn error stating that the Payment Journal Setup was not registered.41184
Statement IntelligenceJournal lines for currency differences were not created.41263
Payment and Cash ReceiptsAn error that appeared in the payment journal when opening the journal, or deleting or posting all journal lines.41364

Payment Management 2022 R1 Service Pack 3, hotfix 2

Released: September 8, 2022
Online version: 4.3.0.2
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
Payment and Cash ReceiptsThe functionality to use the email body from "Report Selection" when you send payment notifications has been added.41130

Payment Management 2022 R1 Service Pack 3, hotfix 1

Released: September 5, 2022
Online version: 4.3.0.1
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
General ApplicationPayment Management-payment information fields have been added to the vendor template.39961
General ApplicationIf the "Skip Payments" function is enabled on the vendor, the mandatory check on "Recipient Email" will not be performed.40679
Platform and TechnologyThe external procedure SummarizePayments(GenJournalLine, SuppressDialog) has been added.40811
General ApplicationOn the "Payment Notification Setup" page, a new option "Send Email on Posting Date" has been added. The option enables users to send email notifications based on the posting date of the payment if using a job queue. If users enable the option, email notifications will be sent for payments with a posting date equal to or greater than the work date.40834
General ApplicationOn the "Email Template Mapping" page, a new option "Standard Remittance Rpt. Selection" has been added. The option enables the user to attach the report specified in the report selection for vendor remittance. If the option is enabled, the report selection is used as an attachment when sending e-mail notifications.40835

Bug fixes

Functional areaDescriptionID
General ApplicationAdded possibility to add multiple e-mail addresses for both vendor and Bcc mail fields in the Payment Notification Setup.39368
Statement IntelligenceAn issue related to the "Payment Discount Tolerance Date" not being used when calculating entry amount in reconciliation has been fixed.39981
Platform and TechnologyThe following two events has been added: OnAfterFindVendorLedgerEntries OnAfterFindCustomerLedgerEntries OnAfterReconcile40052
General ApplicationPayment Management-payment information fields have been added to the vendor template.40477
Payment and Cash ReceiptsFixed an error with the consolidated vendor/customer balance calculation.40674
Payment and Cash ReceiptsFixed an issue with "Total Amount LCY" not being displayed in the payment journal if the page was opened from search.40812
Payment and Cash ReceiptsManual payment has been excluded from the creation of payment notifications.40862
Payment and Cash ReceiptsFixed an issue with the journal balance not being calculated correctly.40987
Payment and Cash ReceiptsChanged the handling of additional transaction statuses if the group status was rejected.41010

Payment Management 2022 R1 Service Pack 3

Released: August 30, 2022
On-premises and online version: 4.3.0.0
Supported Business Central version: 2022 Release Wave 1 (BC20)

Important

If you are using the on-premises version of Business Central, you must re-collect your license file from Microsoft and import it into your Business Central installation.

New or changed functionality

Functional areaDescriptionID
Payment and Cash ReceiptsAdded support for customer refunds in the payment journal and when creating customer payment suggestions. Additional payment information fields have been added to the customer card.12321
Payment and Cash ReceiptsThe new feature Payment Approval Workflow has been implemented. The feature enables you to set up an approval workflow for a payment journal to require one or more approvers to approve all or specific lines in the journal before the lines can be posted.

A new permission set, CPM365 APPRADMIN, has been added to give users permission to create and edit payment approval workflows and view all approval requests for all payment journals.
12447
Statement IntelligenceCustomer statements can now be used with Statement Intelligence.20811

Bug fixes

Functional areaDescriptionID
Payment and Cash ReceiptsSupport for reminders in the cash receipt journal.28394
Payment and Cash ReceiptsAn issue with the validation of the applied entry amount in the payment journal has been fixed.40169
General ApplicationFixed an error that appeared when generating a FIK payment reference on purchase documents if the payment reference template contained the Document Type Indicator field.40313
Payment and Cash ReceiptsAn issue that caused fee lines not to be handled correctly for currency accounts has been fixed.40705
Payment and Cash ReceiptsAn issue that caused the transaction status ACSP not to be respected if the group status was rejected.40706

Payment Management 2022 R1 Service Pack 2, hotfix 9

Released: August 26, 2022
On-premises and online version: 4.2.0.9
Supported Business Central version: 2022 Release Wave 1 (BC20)

Bug fixes

Functional areaDescriptionID
Payment and Cash ReceiptsFixed an error in the Suggest Vendor Payments functionality that caused lines to give recipients the wrong message.40599

Payment Management 2022 R1 Service Pack 2, hotfix 8

Released: August 24, 2022
On-premises and online version: 4.2.0.8
Supported Business Central version: 2022 Release Wave 1 (BC20)

Payment Management 2022 R1 Service Pack 2, hotfix 7

Released: August 4, 2022
On-premises and online version: 4.2.0.7
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
Statement IntelligenceFunctionality to improve the matching of reversals was added.40092

Payment Management 2022 R1 Service Pack 2, hotfix 6

Released: August 3, 2022
Online version: 4.2.0.6
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
General ApplicationA new basic permission set has been added for users without access to finance.35052

Bug fixes

Functional areaDescriptionID
Payment and Cash ReceiptsA warning in Vendor Payment Suggestion has been added. You'll now get a warning if the balance account currency code doesn't match the currency of the applied entry, in which case the balance account will not be defined.39781
General ApplicationFixed permission error caused by reversal codes while importing setup.39787
General ApplicationFixed an error in the DK localization where a validation error appears even if the "Giro Account No." has a value. Only relevant for FIK payment methods.39789
General ApplicationFixed a minor issue with IBAN lookup in the Assisted Bank Account Setup.39833
Payment and Cash ReceiptsFixed a validation issue that occurred if an incorrect Payment Export Format was specified for the bank account.39974
Statement IntelligenceThe option to define which split characters for the Bank Account Reconciliation has been added.40051
Payment and Cash ReceiptsFixed issue that automatically enabled purchase validation for vendors with "Skip Payments" enabled on the vendor card.40054

Payment Management 2022 R1 Service Pack 2, hotfix 5

Released: July 14, 2022
Online version: 4.2.0.5
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
General ApplicationAdded the field "Notification Definition" on the Payment Journal Setup page which will be used as a first reference when generating the "Message to Recipient" field value.

Added new fields in the Payment Notification Email setup which allow to attach a report to the email and specify a fixed name for the Best Regards email closing.
35067
Payment and Cash ReceiptsThe matching based on a KID reference in the import of payment receipts has been improved. For matching, Statement Intelligence now also uses the KID setup in the Sales & Receivables Setup and not only the CPM KID field on the Customer Ledger Entry.38294
Statement IntelligenceIf a job queue is set up for a bank account, the import of files is disabled when using "Import and Match", and data will only be imported from the Bank Export Data table.39353
Payment and Cash ReceiptsAdded the fields "Balance to Date" and "Balance (LCY) to Date" on the Bank Account Card.39367
Statement IntelligenceNew action added to make it possible to import bank statements from the Bank Export Data table without selecting a file for upload.39428
Payment and Cash ReceiptsAdded functionality to exclude the document types payment or refund, in addition to credit memo, when suggesting vendor payment.39430
Payment and Cash ReceiptsA field has been added to the payment journal to show the combined amount of the lines in the journal.39431
Payment and Cash ReceiptsAdded the possibility to rebuild notifications for all the lines in the payment journal.39432
General ApplicationWhen users upgrade to 4.2.0.5, we'll go through all the customers and set the preferred mandate ID in situations where only one active mandate ID exists. We also aim to set the mandate ID on open customer ledger entries.39443

Bug fixes

Functional areaDescriptionID
Payment and Cash ReceiptsFixed an issue with an incorrect amount specified in the payment notification.39380
Statement IntelligenceFixed an issue when importing more than 1000 transactions from Bizcuit.39423

Payment Management 2022 R1 Service Pack 2, hotfix 4

Released: July 6, 2022
Online version: 4.2.0.4
Supported Business Central version: 2022 Release Wave 1 (BC20)

Bug fixes

Functional areaDescriptionID
Payment and Cash ReceiptsFixed an issue in payment suggestions that caused the payment date to be defined based on the Payment Discount Tolerance Date in situations where the Payment Discount Date had passed.39225

Payment Management 2022 R1 Service Pack 2, hotfix 3

Released: June 30, 2022
Online version: 4.2.0.3
Supported Business Central version: 2022 Release Wave 1 (BC20)

Bug fixes

Functional areaDescriptionID
Statement IntelligenceThe creation of manual journal lines in the general journal has been improved. If Account Type and Account No. have been specified on the bank account reconciliation line, they are now added to the journal line when created manually.31552
Payment and Cash ReceiptsFixed an issue with amount calculation when using Payment Discount Tolerance Date in Suggest Vendor Payments.32490
Payment and Cash ReceiptsThe purchase notification now allows for special characters in the document number.38953
General ApplicationFixed an error that didn't allow users to insert an IBAN manually if the IBAN lookup was not activated.39016
Payment and Cash ReceiptsFixed an issue that caused the journal validation not to run in situations where, in the Payment Management Setup, the "Bal. Account Required" toggle is turned off, and users have chosen a payment method not enabled for Payment Management, but have not specified a balance account.39018
General ApplicationFixed an issue that caused the communication type to be set to Direct in the assisted Bank Account Setup guide, even if Manual was previously set.39025

Payment Management 2022 R1 Service Pack 2, hotfix 2

Released: June 26, 2022
Online version: 4.2.0.2
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
Statement IntelligenceThe names of customers, employees, or vendors have been added to the Reconciliation Suggestions pages.26332
Statement IntelligenceOn the Bank Card page, four fields starting with "Don't Search for ..." have been updated to "Search for ..." to make the logic of the fields more clear. The fields are turned on by default.27972
Payment and Cash ReceiptsSupport for reminders has been added in the Payment Receipt Import.32602
General ApplicationOn the Bank Card page, the Account Overview group has been removed and added as a FactBox instead.34839
General ApplicationTooltips on the Payment Management Setup page have been improved for all supported languages.35035
Statement IntelligenceOn the Bank Account Reconciliations page, when using the actions "Transfer Differences to General Journal" or "Create Journal Lines", the message has been updated to include the number of lines created in each of the journals.35160
Payment and Cash ReceiptsWhen you export payments through Bizcuit, you will now be asked if you want to open the Bizcuit approval portal, and approve the payments right away.38589
General ApplicationUX enhancements have been made to Statement Intelligence:
  • On the Bank Account Reconciliations page, the captions for the fields showing the number of lines created in the journals have been updated. A bold headline has been added.
  • On the Additional Information page, the currency fields are hidden if they are not relevant
  • The Additional Information field on the Bank Account Reconciliation Line now shows if there's any additional information related to the line, and if so how many.
38628
Platform and TechnologyA solution has been implemented to deal with an issue where deprecated upgrades were executed.38632
General ApplicationLinks to context-sensitive help pages have been added to the following pages: Bank Account Reconciliation, Statement Intelligence Setup, Payment Journal, and Payment Management Setup38635
Country and RegionalNotification emails are now available in Norwegian.38735
General ApplicationAutomatic IBAN lookup has been added when you enter an IBAN on either customer bank accounts or vendor bank accounts.38740
Payment and Cash ReceiptsA solution has been implemented to ensure that the Applied Amount is calculated correctly on currency payments.38745
Statement IntelligenceThe Journal Template Name fields on the Bank Account Card page are hidden if only one journal template type exists.38763

Bug fixes

Functional areaDescriptionID
General ApplicationThe posting preview action in the purchase journal threw a runtime error when validation errors exist. This has now been fixed to show an error message instead. Two new options have been added to the Payment Management Setup to enable or disable the validation and the dynamic validation in the purchase journal.29589
Statement IntelligenceValidation on general bank reconciliation rules and reconciliation rules has been added to ensure that the entered G/L account numbers exist.32292
Statement IntelligenceFixed an issue with Customer, Employee, and Vendor Reconciliation Rules that resulted in an incorrect match when using the search principle 'Exact'.34886
General ApplicationThe previously used default sender reference was 19 characters. This could result in validation errors for some banks. Therefore the default sender reference has been changed to use the first 16 digits of the Transaction ID. Note that the default sender reference is only used if no template has been specified.34971
Payment and Cash ReceiptsFixed an issue with merging the regulatory reporting codes when payment journal lines were summarized manually.38453

Payment Management 2022 R1 Service Pack 2

Released: June 13, 2022
On-premises and online version: 4.2.0.0
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
Payment and Cash ReceiptsA new feature has been added that can automatically handle reversals from direct debit in the bank account reconciliation. It's now possible to set up rules for automatic handling of different reversal codes on individual customers, and a reversal history has been added to sales invoices and customers. From the Role Center in the Payment Management activities, an overview of new reversals can be accessed.31321
General ApplicationCaptions on the Bank Holiday Setup page have been changed from Move Backward/Forward to Move Before/After.31537
Statement IntelligenceThe requirement for specifying the Bank Account Statement Import Format on bank accounts has been removed.32469
Payment and Cash ReceiptsA new event has been added for Suggest Vendor Payments allowing additional filters for vendor ledger entries in a payment suggestion.32472
Payment and Cash ReceiptsThe Payment Discount Used field has been added to the payment journal to show whether the payment discount has been used.32593
Payment and Cash ReceiptsIn the Payment Management Setup, in the Payment Method lookup, the recommended setting now shows SEPA if EUR is LCY and if it's a domestic payment.32605
Statement IntelligenceA solution has been implemented for the issue where the customer ledger entry related to a customer payment was not closed if a payment discount was applied.32657
General ApplicationOn the customer card, a new field, Skip Direct Debit, has been added to make it possible to exclude the customer from a direct debit suggestion.32698
Payment and Cash ReceiptsIt is now possible to apply multiple payment journal lines to the same entry. Validation has been added to ensure that the entry amount is not exceeded.34339
General ApplicationAdded the ability to handle the same document type and ID ledger entries in the payment journal. An update to support this functionality has been added to suggestions, apply entries, and field validation.29445
Payment and Cash ReceiptsAdded functionality to handle G-accounts on purchase and payments (NL).29449
Payment and Cash ReceiptsAdded BC20 functionality to check the customer/vendor consolidated balance.31328
Payment and Cash ReceiptsAdded support for payment notifications in the payment journal for customers and employees.32662
Payment and Cash ReceiptsAdded validation of payment notifications.32669

Bug fixes

Functional areaDescriptionID
Statement IntelligenceAdded an action in the cash receipt journal that enables the user to fully apply a customer ledger entry if there is a difference in the amount. After posting the cash receipt journal, the user can move the difference to the general journal using the existing action Transfer to General Journal.23510
Statement IntelligenceFixed an issue where the Applied Difference field in the cash receipt journal didn't show the correct amount in some scenarios.27448
Payment and Cash ReceiptsAn issue with amount calculation when using Payment Discount Tolerance Date in Suggest Vendor Payments has been fixed.32490
General ApplicationPermission for the table CPM Pmt. Notification Def. has been added to the CPM365 ACC. RECON permission set.32571
General ApplicationAdded validation of bank system code value.32667
Payment and Cash ReceiptsAdded the field Bank Country Code on the employee card that will be used when creating payments.34640
Statement IntelligenceFixed an error check on Bank Acc. Stmnt. Format on the bank card.34884
General ApplicationFixed issue with Payment Method Lookup when account type is customer.34972

Payment Management 2022 R1 Service Pack 1, hotfix 3

Released: May 19, 2022
Online version: 4.1.0.3
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
Platform and TechnologyA new permission set, CPM365 BEXD ADMIN, has been added to give users direct permission to Bank Export Data. Users with this permission set can open pages related to bank export data and view all the data. Users without this permission will not be able to see the bank export data pages, but they will still be able to work with all functionality.32831

Bug fixes

Functional areaDescriptionID
Payment and Cash ReceiptsFixed an issue that could cause credit transfer registers to be inserted. An upgrade is included to ensure the creation of the missing registers.34672
Platform and TechnologyThe Internal property has been removed from Payment Entry due to a customer request.34983

Payment Management 2022 R1, Service Pack 1

Released: April 1, 2022
On-premises and online version: 4.1.0.0
Supported Business Central version: 2022 Release Wave 1 (BC20)

New or changed functionality

Functional areaDescriptionID
Payment and Cash ReceiptsPayment Notification values have been removed from the purchase documents and vendor ledger entries.24367
Platform and TechnologyAdded the possibility to use an alternate endpoint for Continia Online was added (for development and support purposes).29817
Payment and Cash ReceiptsAdded support for customer payments in the payment journal.30091
General ApplicationAdded use of the balance account setup in the purchase journal.30415
General ApplicationMinor refactoring of the bank card to give users a better overview.31337
Statement IntelligenceAdded default setting for showing all the fields in Bank Account Reconciliation.32330
General ApplicationTeaching tips added to Payment Journal.27511
General ApplicationTeaching tips added to Bank Card.29713
General ApplicationTeaching tips added to Cash Receipt Journal.29715

Bug fixes

Functional areaDescriptionID
Payment and Cash ReceiptsAdded check for notification length according to bank system payment method.25731

Payment Management 2022 R1, hotfix 2

Released: March 23, 2022
On-premises version: 4.0.0.2

Bug fixes

All features and bug fixes released for Payment Management 3.1.0.5 and 3.3.0.6 are also included in Payment Management 4.0.0.2. The descriptions of these features and bug fixes are not repeated here.

Payment Management 2022 R1, hotfix 1

Released: March 8, 2022
On-premises version: 4.0.0.1

Bug fixes

All features and bug fixes released for Payment Management 3.0.0.3 to 3.3.0.4 are also included in Payment Management 4.0.0.1. The descriptions of these features and bug fixes are not repeated here.

Functional areaDescriptionID
General ApplicationFixed an issue that caused an error when renaming Bank Accounts for customers without Statement Intelligence.31720
Platform and TechnologyFixed bad parameter in Bank API Request causing issues when using Webservice integrations.31747

Payment Management 2022 R1

Released: March 1, 2022
On-premises version: 4.0.0.0

New or changed functionality

All features and bug fixes released for Payment Management 3.0.0.1 to 3.3.0.2 are also included in Payment Management 4.0. The descriptions of these features and bug fixes are not repeated here.

Functional areaDescriptionID
Payment and Cash ReceiptsAdded basic functionality for using Direct Debit with Payment Management. Available from Feature Management. Note that to use Direct Debit, you need a new license file.28809
Platform and TechnologySupport for Sparebank1 and other banks in Norway using Tietoevry for integration.28486
Platform and TechnologySupport for Barclays bank in UK29072
Platform and TechnologyAdded option to share certificates and tokens used for bank communication between companies and banks.22261
Statement IntelligenceAdded the possibility to import multiple account statements into the same bank account reconciliation.21154

Bug fixes

Functional areaDescriptionID
Statement IntelligenceFixed an issue with using periods in import of multiple account statements.30307