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Conferma Pay Online v3.13 Release Notes

Lisa Cook
Updated

Conferma Pay Online v3.13 introduces enhancements to existing functionality and bug fixes.

Approver Role Enhancements

We have made the following enhancements to the Approver role:

  • Approvers can upload documents.

  • Approvers can view the Communications History on deployments that they have approved.

 

Bulk Upload - Users Enhancements

We have made the following enhancements to the Bulk Upload - Users process:

  • We have amended the column header named 'Approver' to 'ApproverEmailAddress' to make it clearer that the Approver's email address should be entered in this field.

  • We have added the ability to choose to send a welcome email when bulk uploading users.

    Bulk_Upload_Users_changes.png
 

Custom Data Field Improvement

We have added the ability to hover the cursor over a Custom Data Field (CDF) and see the full description, to allow end users to confidently select the correct CDF.

CDF_Improvement_Both.png
 

Copy Deployment

We have added the ability to copy an existing deployment. This functionality enables users to replicate a deployment quickly and efficiently by carrying across all the deployment details from the existing deployment, except for any uploaded documents.

  1. From an existing deployment, Click More > Copy Card.

    deployment_click_copy_card.png
     

  2. All deployment information from the original card is copied across into a new deployment form. You can edit any required fields before creating the deployment. Documents from the original deployment are not copied across to the new deployment.

    Note

    If you copy a card with charge dates ending in the past, you can edit the charge dates before creating the card. If you do not edit the charge dates, they will default to a one day charge period, starting on the day you created the card.

  3. Click Get Card to create the new deployment.

 

Language Drop Down Improvement

We have updated the Language dropdown field in My Profile to display the language name rather than the language code, so that users can easily select the correct option.

languages_in_my_profile.png
 
 

Notable Bug Fixes

  • We have resolved an issue where Accommodation deployments with added ancillary items failed.

  • We have resolved an issue where Card Pools were incorrectly displayed as available to select in the create a card workflow and with an active status in the Card Pool list, even after the expiry date had passed.

  • We have resolved an issue where Invoice reminders did not show in the Communications Hub when you searched using Deployment ID.

  • We have resolved an issue where deployments that have been approved in the app were not displayed in the My Approved Deployments table.

  • We have resolved an issue where the Supplier Name was not visible in deployment searches when the deployment was created via PAPI.

 
 

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