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 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 enabled 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