Release Notes 06/18/2023

User Interface Improvements

Introducing Support via Chat

Dear valued customer,

We are excited to announce that we are opening a new channel for receiving software support: Chat. Chat will be available from 8am to 1pm Pacific Time, Monday through Friday, beginning June 19th.

Chat is a convenient and efficient way to get help with your software. Simply click on the "Chat" button to connect with a support representative. You can also use Chat to ask questions, get troubleshooting tips, and report issues.

The Chat button will be accessible in the lower left corner of the screens of the Help menu when choosing "Get Help" or "My Tickets." Only admin users will be able to access it.

We believe you will find Chat to be a valuable resource. If you have any questions, please do not hesitate to contact us.

Thank you for your continued support.

Sincerely,

The InterProse Customer Support Team

Post Client Receivables / Search by Invoice #

During our user conference in January, you asked for this option and now it's available! When posting client receivables in ACE there is now an option to search by invoice number.

ETL Custom Columns

Another feature requested at the ACE user conference was improvement for managing custom column changes when editing ETL profiles. It's not unusual for clients to change the placement data file they are providing to you. Now, when you need to upload and modify an ETL profile due to file changes, you will be prompted to confirm if you'd like existing custom columns to be shifted to match the file.

Please note: this new option keeps you in control. Custom column modification may be related to additional columns of data in the file or fewer columns of data in the file. If a wrong profile is selected by mistake, don't save changes.

Remit Page / Invoice Date Column Added

A new column with the Invoice Date is now available to be viewed in the Pending & Queued Remits sections of the Remits Page.

Opt In

You now have greater control over which email profiles and which text message profiles can be sent to consumers who have not yet opted in.

By default, Invitation emails will be the only category that will allow emails to be sent when the email address is not opted in. Invitation emails will continue to be constrained by your Max Invitations settings in Email Preferences and Vendor Information settings.

These options won't change behavior related to email addresses that are opted out.

Simplifying Overpayment Options

In ACE, we have had two options for recording overpayments when payments are posted to an account. One is the use of an Overpayment Bucket and the other is the use of an Overpayment Operator. The option was available to apply to spreaders.

Using an Overpayment Bucket location to store overpayments until they can be refunded is the best practice and is the method most customers have configured.

In some instances a customer may need to store overpayments to the Principal Bucket using the Overpayment Operator. To meet that need, the Overpayment Operator option is now available to users who have the following permission applied to one of the user's permission roles:

OVERPAYMENT_OPERATOR

Please reach out to support if you need help adding this permission to one of your permission roles.

ITMS SMS Character Limits

ITMS text messages (and profile templates) now provide cost and message count estimates.

There are standard character limits per text message based on different encoding. Some devices or carriers support SMS message concatenation so most recipients will see a single cohesive message most of the time even when the text message has been split up and sent in more than one message. You can expect to see exceptions where a message may be delivered in multiple parts when messages are particularly long (typically over 140 characters) or when a recipient is using an uncommon SMS carrier.

SBT v2.0 Invitation Category Text Messages

When a text message with the category of INVITATION is initiated to the consumer using the SBT v2.0 vendor, the body of the ACE template will not be used. The message will, instead, be generated as an opt-in request through the SBT API.

Email Template View Fields

SQL Designer queries can now be used to return a list of email templates. The view to query is email_template.

Fixed These:

NACHA errors are more clear. For example, an error that previously noted something like, "Error... begin 8, end 9, length 8" now looks more like, "Error... remit route number is less than 9 digits."

Email preferences for AWS do not use the default Email From/From Name fields so those are no longer visible when AWS is being used.

The "Send Demographic Email" flow action no longer requires the subject to be populated. If it's unpopulated, the template subject will be used instead.

A problem where phone log recordings were not playing has been fixed.

If phone numbers are not opted in for SBT v2.0 they will now be opted out in ACE.

Legal Case Age fields in logic blocks were pointing to incorrect values. That has been fixed.

Searching for accounts using the option for "Archived Only" with no other searched values is now working as expected.

When two text message vendors are open in separate browser tabs, updates in one can no longer be erroneously applied to the other.

The option for payment revival before SOL is now accurately resetting the date based on the most recent payment date.

The Service Fee is now preserved when a payment is rescheduled.

Email addresses in any status that aren't already opted out will now be opted out when an email complaint status is received.

The core Agent Performance Summary report will no longer display duplicate records when there is an agent split commission applied.

A problem that prevented a user from successfully using the rerun option for a failed payment has been identified and corrected.

Some characters, such as accent marks, were being removed from names during a data load. Those should now load as expected.

The Public folder in the ACE File Manager is now accepting images for use in email templates for customers using ACE in Canada.

When email logs are loaded in a PENDING status with a send date or sent date in the past the status will be automatically updated to SENT as expected.

Accounts with company names were being reported with an incorrect number of characters in the METRO2 file for J2 segments. That has been fixed.