Welcome to Conferma Pay Snap

The language of payments has changed, when we see Apple Pay or Google Pay we know exactly what to expect. That’s why from this year Conferma became known as Conferma Pay. Now when your partners, customers and colleagues interact with our brand they’ll instantly have a good idea of what Conferma Pay does.

In line with our new name, from this release onward you will see Snap become Conferma Pay Snap and a fresh corporate brand identity in place.

Colour scheme

The Conferma Pay Snap colour scheme now reflects our new Conferma Pay branding.

Figure 1

Documents

Documents matched by unique email

Documents that have been matched by unique email will no longer be unlinked from a deployment. If a document has been uploaded by this method, the document will always be linked to the deployment associated with the unique upload code (Figure 2).

Figure 2

Documents uploaded by other methods will be able to be unlinked as usual (Figure 3).

Figure 3

File Name use removal

Historically the file name of an uploaded document has been preserved within Conferma Pay Snap when viewing documents. This has now been removed, as well as the ability to search by file name (Figure 4).

When performing a document search the ‘File Name’ column has also been removed.

Figure 4

Conferma Pay Digital Wallet Transactions

Transactions billed by Conferma Pay reflecting spend initiated via digital wallets, such as Apple Pay or Google Pay, through the Conferma Pay App will be matched to the original transaction details. Contact your Conferma Pay representative for more information on signing up to Conferma Pay App service.

Conferma Pay Transaction Panel

Where a transaction has been created via the Conferma Pay App as described under the section header, a new panel will display upon viewing a transaction in SNAP.

The Transaction Details panel will display as before, and the new panel will display just underneath to show more detail about the transaction (Figure 5).

Figure 5

Standard Transaction Report - Transaction Narrative

The Standard Transaction Report (and Standard Transaction Report with Date Range), will now show where a Transaction is a Conferma Pay Transaction.

The Transaction Narrative column will display ‘Conferma Pay - ’ followed by the Transaction Narrative within the report (Figure 6).

Figure 6

Invoice Reminders

Deployment page send capability

It is now possible to send an invoice reminder when viewing a deployment. The option to ‘Send Invoice Reminder’ will display under the options dropdown list where the Spend Type of the deployment is Hotel, which has linked transactions and has not been marked as invoice not required (Figure 7).

Figure 7

The user will then be asked to confirm that they wish to send an invoice reminder before it is queued. (Figure 8).

Figure 8

Filter by Deployment ID

It is now possible to search for an invoice reminder by deployment ID.

By clicking on the invoice reminder tab on the right of the screen, a deployment ID can now be entered below the Supplier Name textbox (Figure 9).

Figure 9

Then only invoice reminders associated with the provided deployment ID will display (Figure 10).

The document ID is now used rather than the original filename when downloading documents.

Figure 10

When a deployment ID is provided, all other search criteria are disregarded, whether they are populated or not.