Updates, new features, and fixes for the XenDirect Admin Module - Release 3
Release Numbers: There are four parts to the release number as represented by A.B.C.D where: A = Release version, B = Sequential year of release (2020 is year 1, 2021 is year 2, etc.), C = Month of the year, and D = The sequential number of the release that month. Example: 3.5.01.01
November 14, 2024 v3.5.11.02
Deployed 5:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Auto Invoice Bulk (Invoice A only)
- The Auto Invoice Bulk workflow has been added.
November 13, 2024 v3.5.11.01
Deployed 5:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Send Email (all versions)
- The Send Email workflow from the Tools menu as been modified. "No" has been added as one of the selections for the [Prevent Duplicates] option.
-
Client Assignment (all versions)
- The default filter of "past 12 months" has been modified with the addition of the Branch setting for [Current Session]. If a Current Session is entered, that valued is added to the default filter.
-
Evaluation Templates (Enterprise and Plus versions)
- The Clone workflow has been modified to prevent cloning of the linked Course Sections.
- A keyword search filter has been added to the template list. The keyword searches template titles.
-
Staff Send Email (all versions)
- All locations that send email to staff and/or instructors now also log a Staff Case Note when the email is sent.
FIXES
-
All Emails (all versions)
- Display of the banner image should be resolved on all sent emails.
-
Merge Templates (all versions)
- The correct header label is now displayed.
October 31, 2024 HotFix
Deployed 9:00 PM ET
FIXES
-
Fee Groups (all versions)
- The error when attempting to view the list of Selects > Fee Groups has been resolved.
October 30, 2024 v3.5.10.04
Deployed 5:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Client Assignment (all versions)
- "Responded" has been added as one of the selections for the [CTEDS Outcome] field.
-
Create Merge Templates (all versions)
- The [Auto Scheduled] field has been removed from the search results list. The field is not used for Merge templates.
-
Client Fee Group (all versions)
- The default sort order of the search results list has been changed to Start Date. This change helps users clearly see potential issues with date overlaps when adding Fee Groups.
FIXES
-
Client Payments (all versions)
- The Balance Due calculation has been corrected when a transaction record exists that is tagged as Payment Type = "Entry Error" and also tagged as a Refund. Note: Entry Error transactions should never be tagged a a refund.
-
Auto Invoice (Invocie A method)
- The invoice issue adding multiple global fees relevant "Per Academic Year" has been resolved.
October 17, 2024 v3.5.10.03
Deployed 5:00-7:00 AM ET
FIXES
-
Custom Question (Enterprise and Plus versions)
- The ability to delete from the list of attached Sections is now available.
-
Contracts (Enterprise only)
- The error when running the Clone workflow is resolved.
-
Client Assignment/Client Invoice (Invoice A only)
- The custom columns for the list displays have been added.
October 9, 2024 v3.5.10.02
Deployed 5:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
FIXES
-
Refund Processing (all gateways)
- The error that was preventing the processed refund record into XenDirect has been resolved.
-
System Settings (all versions)
- The [Custom] field display that was missing is resolved.
-
Reassign Payment (all versions)
- The link to the user in the System user Activity log has been resolved.
October 8, 2024 v3.5.10.01
Deployed 5:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Split by Payments (all versions)
- The Split by Payments workflow has been added. In Release 2, this was called Split Invoice - Installment Plan.
-
Split by Course (all versions)
- The Split by Course workflow has been added. In Release 2, this was called Split Invoice - Course Split.
-
Custom Question (Enterprise and Plus versions)
- The ability to see the list of attached Sections is now available. From this list, links to individual Course Sections can be deleted.
-
Branch Shared
- The breadcrumbs reference on these two data areas has been corrected to not display "Branch Shared": System Settings and Custom Questions. These two data areas are "per Branch".
FIXES
-
Send Email (all versions)
- The time out error when sending an email with a large number of recipients has been been resolved. Over time, we will discover if we have found the upper limit.
-
Global Fees (all versions)
- The inability to delete linked Fee groups has been resolved.
-
Payment Gateway (H1 Cashnet only)
- The issue preventing the payment record from being tagged as "gateway processed" for refunds is resolved.
October 3 , 2024
Deployed 11:45 AM ET
MODIFICATIONS / ADDITIONS
-
Master Postal Code Updated (all versions)
- Installed the monthly update of the master USPS postal code list.
September 5, 2024 v3.5.09.01
Deployed 5:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Auto Invoice (Invoice A only)
- The Session select field has been changed to descending order to allow the latest Session to appear first.
-
Import Payments (custom)
- The import payments workflow has been modified to record the rates as $0 (zero) for Session = 0000-1.
-
Canvas (all versions if enabled)
- During the Send Registration process, if the Course Section has not been sent to Canvas first, the user will now receive a notification prompt rather than an unknown error.
-
Conference (Enterprise only)
- The Update Assignment dates function as been added.
- The Prerequisite panel no longer displays because this feature is not supported for Conferences.
-
Menu > Selects (all versions)
- Three missing select areas have been added: Infractions, Interventions, and Penalties.
-
Create Email Templates (all versions)
- The clone process has been modified to prevent the title for the new template to be a greater length than allowed.
FIXES
-
Assignment Fee Options (Enterprise and Plus versions)
- The error when attempting to edit an existing Client Fee Option is resolved when run from the Course Sections > Enrollment panel.
August 23, 2024 v3.5.08.02
Deployed 5:00-6:00 AM ET
MODIFICATIONS / ADDITIONS
-
Closeout Deposit (all versions)
- The error when attempting to closeout more than one page of financial records is resolved. Note that a maximum of 100 records will be modified. If there are more than 100 records to closeout, they must be done in groups of 100.
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Conference (Enterprise only)
- The Web Display function as been added.
-
Import Payments (custom)
- The import payments workflow has been modified to create an invoice and line item for a 0000-1 Session when the payment record does not have a matching Session.
FIXES
-
Client Assignment (all versions)
- The ability to change a Course Code on an existing assignment has been resolved. Users should confirm that the invoice is correctly modified based on the change.
-
Assignment Fee Options (Enterprise and Plus versions)
- The error when attempting to edit an existing Client Fee Option is resolved.
-
Client Address "Same As" (all versions)
- The "Same As" feature of client addresses is now operating correctly. Note that in order to work correctly, the address being copied must exist before the "Same As" will copy correctly. The actual copied address does not display in the Client's profile unless you uncheck the "Same As" field.
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Invoice Payments (Invoice A only)
- The payments panel of Client Invoices now correctly display the payments linked to the invoice.
August 4, 2024 v3.5.08.01
Deployed 7:00-9:00 AM ET
FIXES
-
Program Group (all versions)
- The duplicate Program Group/Facility error message has been resolved.
-
Import Payments (custom)
- The import payments workflow issues of consecutive payments and inserted invoice line items have been resolved.
-
Auto Invoice (custom)
- The issue with Per Academic Year global fees has been resolved.
-
Client Assignments (custom)
- The automatic recording of a "TR" grade when the Session = 0000-1 has been resolved.
July 23, 2024 v3.5.07.03
Deployed 5:00-6:00 AM ET
FIXES
-
Send Email Clients / Section (all versions)
- The error when using a manual message rather an email template has been resolved.
-
Fee Options (Enterprise and Plus versions)
- Several issues related to modifying existing Client fee Options have been resolved.
July 12 , 2024
Deployed 8:30 AM ET
MODIFICATIONS / ADDITIONS
-
Master Postal Code Updated (all versions)
- Installed the monthly update of the master USPS postal code list.
-
Default Invoice and Receipt Logo (all versions)
- The global default invoice and receipt reports now support a dynamic user set logo.
July 11, 2024 v3.5.07.02
Deployed 5:00-6:00 AM ET
MODIFICATIONS / ADDITIONS
-
Conferences (Enterprise version)
- Send Email Instructors: This feature has been added to the Conference Sections when in view mode.
-
Custom Questions (Enterprise and Plus versions)
- A new field called Question Frequency has been added. The field is required. This field will be used to determine how many times the question displays on the WebReg module during a purchase. Although this field is available now, the WebReg modifications are targeted to be done before September. Details on these options will be forthcoming. Meanwhile, you can set the value of this field on your questions based on how you want this field handled when the WebReg module change is completed.
-
Calendar Invite Feature (Enterprise and Plus versions)
- The Calendar Invite feature that was only in Enterprise is now also in the Plus version. This feature is one of the Web Options > Registrations features for the WebReg module.
FIXES
-
Send Email (All versions)
- The Tools > Send Email workflow issue where some filter options did not send emails has been resolved.
-
Import Payments (custom)
- The import payments workflow issue that did not create new invoices has been resolved.
July 3, 2024 v3.5.07.01
Deployed 5:00-6:00 AM ET
MODIFICATIONS / ADDITIONS
-
Import Payments (custom)
- Custom import payments upload feature added.
- Custom import payments upload feature added.
FIXES
-
Canvas Send Email (if Canvas enabled)
- Email issue when sending a registration to Canvas resolved.
June 27, 2024 v3.5.06.04
Deployed 6:00 AM ET
MODIFICATIONS / ADDITIONS
-
Tag CTEDS (All versions)
- The Tag CTEDS workflow has been added. Note: This is a feature based on New York State CTEDS data reporting.
FIXES
-
Course Section (InvoiceA only)
- The inability to edit the [Credit Billable] field is resolved.
-
Corporate OnHold (All versions)
- The issue preventing the Add Assignment option from displaying when a client has two member records with the same company is resolved.
-
Canvas Integration (all versions)
- The Send Email Confirmation issue is resolved.
-
Client Payments (InvoiceA only)
- The Add Multiple Payments button will no longer display. This prevents confusion as this feature is not sued for InvoiceA sites.
-
Change Start Date (All versions)
- The link in the Tools menu for this missing workflow has been restored.
June 18, 2024 v3.5.06.03
Deployed 4:00-5:00 AM ET
MODIFICATIONS / ADDITIONS
-
Export SIRIS (Enterprise version - custom)
- The missing values in the output of [stateSupportedReemedialNonContinuingEdCredits] field have been added and match the [totalCreditHours].
-
Client Graduation (Enterprise version)
- The restriction to edit a record when an active Client Block exists has been removed.
-
Client Add Assignment (All versions)
- The restriction that prevents display of course sections linked to a session named "0000-1" has been removed.
-
Cancel Section (All versions)
- Session has been added to the Course Code select field to better identify the correct course section.
-
Client Payments (InvoiceA only)
- The query that determines session based global fees has been modified to correctly account for the client's Fee Group that is active at the time of registration and for the appropriate session.
-
Conference Clone (Enterprise version)
- The Clone feature for Conference Sections has been added.
-
Client Profile (InvoiceA only)
- The hidden record ID display in the Client's Profile title bar has been removed.
June 10, 2024 v3.5.06.02
Deployed 6:00-7:00 AM ET (originally scheduled for 6/6/24)
FIXES
-
Replace Staff (all versions)
- The time out error that could occur when the Staff table has many 100's of records is resolved.
-
Client Assignment (all versions)
- Inability to edit the Registration Date has been resolved.
- The intermittent error when changing the status from Waiting List to Enrolled/Active is resolved.
-
Exit Assignments (all versions)
- The time out error that could occur when the Section enrollment is more than 100 is resolved.
-
Financial / Invoices (InvoiceA method only)
- The error when using the keyword search has been resolved.
June 2, 2024 v3.5.06.01
Deployed 7:00-7:30 PM ET
MODIFICATIONS / ADDITIONS
-
Client Program/Application (Enterprise version)
- The Program Group select fields now display the Facility in the drop down values for those organizations that use duplicate Program Groups but at different campus/facility locations.
May 30, 2024 v3.5.05.04
Deployed 9:30-10:00 PM ET
MODIFICATIONS / ADDITIONS
-
Program Groups (all versions)
- The ability to add duplicate Program Groups has been added with the restriction that the duplicates be linked to a different Campus/Facility.
-
Client Profile (all versions)
- The ability to add more than one Client Profile record with the same last name and birth date has been added.
FIXES
-
Client Profile - Transcript (all versions)
- The Transcript report that launches from the Client Profile now displays the correct client. The prior link sent the wrong Client reference key to the report.
- Additional address entry fixes for foreign address have been corrected.
May 29, 2024 v3.5.05.03
Deployed 6:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Client Payments (all versions)
- The issue where users that are restricted from modifying the [Amount Paid] field cannot add a new payment record amount has been resolved. The [Amount Paid] is now on the initial add form.
-
Client Profile - Embed Schedule Report (all versions)
- The embed report now allows for sites to change System Settings and use a local custom report.
-
Client Invoices (InvoiceA only)
- The unique columns for InvoiceA sites has been deployed.
FIXES
-
Client Assignment (all versions)
- The prompt that the user is "leaving the page" every time a user navigates away from the page has been resolved.
- The [missing [Program Enrollment] field has been resolved. (Enterprise version)
-
Branch Selects (all versions)
- The issue where multi-Branch sites that show the hidden branches has been resolved.
May 23, 2024 v3.5.05.02
Deployed AWS 6:00-7:00 AM ET
FIXES
-
Addresses (all versions)
- The ability to add and edit addresses in all locations has been reverted back to a prior version. The issue entering non-US addresses is still and issue which was the original issue we were attempting to resolve.
-
Documents Uploads (all versions)
- The issue with uploading documents and then accessing them has been resolved. If you encounter any documents that may have been uploaded before this fix and cannot view the document, submit a support ticket to resolve that specific document.
-
Client Payments (all versions - InvoiceA only)
- The ability to record a payment without a Course Code link has been resolved.
May 17, 2024 v3.5.05.01
Deployed AWS 6:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Transfer Credits (all versions - InvoiceA only)
- The Transfer Credits workflow has been added.
-
Change Status (all versions) (Tools > Course Functions > Change Status)
- The Change Status workflow has been added.
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Print Receipt / Invoice / Balance Due / Transcript (all versions)
- The embedded Print Receipt, Invoice, Balance Due, and Transcript locations now have the ability to print a user created InSight report instead of the default report. See details
- The embedded Send Receipt and Send Invoice are also now allow for custom reports based on the same setting.
FIXES
-
Financial > Revenue (all versions - InvoiceA only)
- The issue preventing all revenue records for display has been resolved.
-
Client > Print Receipt (all versions - InvoiceA only)
- The issue causing the blank Print Receipt report has been resolved.
-
Client Profile (all versions)
- Issues related entering foreign addresses has been resolved. Note the change of field order for address fields.
-
Delete One Client (all versions)
- The error related to running this workflow is resolved.
-
Courses and Sections / Program Groups (all versions)
- The issue preventing linked program Groups in Courses and Sections is resolved.
May 13 , 2024
Deployed AWS
MODIFICATIONS / ADDITIONS
-
Master Postal Code Updated (all versions)
- Installed the monthly update of the master USPS postal code list
April 11, 2024 v3.5.04.02
Deployed for AWS and data center 6:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Client Profile (all versions)
- The load process has been modified to improve performance.
FIXES
-
Client Payments (all versions - InvoiceA only)
- The error when attempting to delete a payment is resolved.
- The issue where all the Client's invoices do not display has been resolved.
-
Client Assignments (all versions - InvoiceA only)
- The issue where Add Assignment does not save has been resolved.
-
Send Receipt (all versions)
- The error when a Client has a value in both email address fields has been resolved.
-
Send Email (all versions)
- The display error when using the Send Email feature has been resolved. Note that despite the error display, emails still were sent.
April 8 , 2024
Deployed AWS
MODIFICATIONS / ADDITIONS
-
Master Postal Code Updated (all versions)
- Installed the monthly update of the master USPS postal code list
April 4, 2024 v3.5.04.01
Deployed for AWS and data center 6:30-7:30 AM ET
HOTFIX
-
Section Fees (all versions)
- The Account number incomplete list display issue caused by the deploy earlier in the day is resolved. (approx. 2:05 PM ET)
MODIFICATIONS / ADDITIONS
-
Send Email (all versions)
- The underlying query using that determines the recipient list has been modified to improve performance when using Advanced Searches created from Sections.
- The cache that controlled the display of templates has been removed to allow a template to display in the list immediately after adding it as a new template.
-
Set Repeats (InvoiceA payment method only)
- The Set Repeats workflow has been added. (BETA)
-
Recalculate Grades (InvoiceA payment method only)
- The Recalculate Grades workflow has been added. (BETA)
-
Section Fees (all versions)
- The cache that controlled the display of Revenue Accounts has been removed to allow an account to display in the list immediately after adding a new account.
March 21, 2024 v3.5.03.03
Deployed AWS and data center 6:30-7:30 AM ET
MODIFICATIONS / ADDITIONS
-
Send Email (all versions)
- The Tools > Send Email process that recently moved to run in the background now also uses a queue when multiple send requests are made. This queue prevents multiple processes from occurring at the same time and degrading performance.
FIXES
-
Load Issues (Enterprise only)
- The slow load on Client Programs and Applications has been resolved.
-
Client Payment (InvoiceA payment method only)
- The error when editing a Client Payment has been resolved
- The slow load on Client Payment has been resolved.
-
Client Profile (all versions)
- The Client SSN check issue that was allowing duplicate SSN values has been resolved. The issue only existed when logged into Branch 2 or higher on a multi-branch site.
-
Sections (all versions)
- The issue where the deprecated Progress Report panel would occasionally display has been resolved.
March 14, 2024 v3.5.03.02
Deployed AWS and data center 6:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Client Send Email (all versions)
- The ability to use Course Section embed codes in emails has been added. User must select one of the Client's Assignments to use embed codes.
FIXES
-
Ed2Go (all versions if enabled)
- The issue preventing a Client Case Note from automatically adding when a registration is submitted to Ed2Go is resolved.
-
Reassign Payments (all versions)
- The error when launching the Reassign Payment workflow has been resolved.
March 6, 2024 v3.5.03.01
Deployed AWS and data center 6:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Sections (all versions)
- The Email Embed Link field has been changed to a text field to allow for URL or email values. Validation has also been removed.
FIXES
-
Client Profile (all versions)
- The issue preventing removing a shared branch from a Client Profile is resolved. The issue only existed on multi-Branch sites.
-
SMS Text (all versions, if enabled)
- The API code has been updated to resolve deprecated code.
-
Auto Email Scheduler (all versions)
- The record added to the Message Log during this process has been corrected to record the source as "AdminR3AWS" rather than "AdminR2".
March 4, 2024
Deployed AWS
MODIFICATIONS / ADDITIONS
-
Master Postal Code Updated (all versions)
- Installed the monthly update of the master USPS postal code list
February 28, 2024 v3.5.02.05
Deployed AWS and data center 6:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Client Invoice (all versions)
- The invoice number field has been lengthened to 25 characters.
FIXES
-
Manage Ed2Go (all versions)
- The search filter on the Auto Add has been resolved.
- The recording of a Client Case Note when using the Send Ed2Go Registration has been resolved.
-
Client Profile (all versions)
- The save address issue when the Branch Address Method = District has been resolved.
-
Conference Workshop (Enterprise version)
- The issue with the start/end dates and the registration date format on a new Client's Workshop have been resolved. This issue only occurred when adding the Client's workshop from menu > Conferences > Sections.
-
Conferences (Enterprise version)
- The link to a Conference when in Assignment view mode has been resolved.
-
Clone Section (all versions)
- The issue related to cloning a Section without [Days of the Week] has been resolved.
-
Calendar View (all versions)
- The popup display now correctly displays the full course code and enrollment numbers.
-
Email Banners (all versions)
- The link to banner image files in emails has been resolved.
February 21, 2024
Deployed AWS
FIXES
-
Custom Questions (Enterprise and Plus versions)
- The issues related to opening and editing an existing Custom Question have been resolved. However, a temporary change prevents the user from seeing or modifying the linked Sections. A solution to that issue is being worked on. Notice that a new [Delete All Linked Sections] option has been added.
-
Contracts (Enterprise version)
- The error trying to edit a Contract has been resolved. This issue had the ability to lock up a database on sites with a large number of Corporate Clients.
February 20, 2024
Deployed AWS
FIXES
-
Reassign Payments (all versions)
- The issues related to slow or inability to load the calendar and the course sections missing from the calendar grid have been resolved.
February 15, 2024
Deployed AWS and data center
MODIFICATIONS / ADDITIONS
-
Export SIRIS (custom integration)
- The export process has been added.
-
Section Send Email (all versions)
- The send email feature available from Sections is now available to users with edit and view permissions.
- The recipients name list is now in alpha order.
FIXES
-
Reassign Payments (all versions)
- The issue preventing the popup form from displaying information has been resolved.
-
Ed2Go (integration)
- Fields missing from the Ed2Go catalog download have been added.
-
Fields missing from the AutoAdd workflow have been added.
- Correct fee, account, fee groups, and end date calculated.
- The Send to Ed2Go error related to dates format has been resolved.
- AutoAdd submit form now uses a date range rather than a single date.
February 8, 2024
Deployed AWS and data center
FIXES
-
Staff Digital Signature (all versions)
- The location where the file is recorded has been corrected to allow InSight to access the file.
-
Send EMS (custom integration)
- The Send to EMS feature has been corrected to resolve send errors.
-
Documents (all versions)
- The view option for saved documents has been resolved.
February 6, 2024
Deployed AWS and data center
MODIFICATIONS / ADDITIONS
-
Master Postal Code Updated (all versions)
- Installed the monthly update of the master USPS postal code list
FIXES
-
Canvas Integration (all versions if enabled) - hotfix
- The catalog and registration push function issues were resolved.
February 2, 2024
Deployed AWS and data center 5;30 PM ET
FIXES
-
Section Send Email Client (all versions) - hotfix
- The email duplication issue has been resolved.
February 2, 2024 v3.5.02.01
Deployed AWS and data center 6:00-7:00 AM ET
MODIFICATIONS / ADDITIONS
-
Send Email - Sections (all versions)
- The Send Email Client and Send Email Instructor workflows that launch from Section actions (view mode) now support course section embed codes.
FIXES
-
Calendar View (all versions)
- The Calendar View link error for Conferences has been resolved.
-
Canvas (if enabled)
- The issue related to pushing unique courses and sections to Canvas has been resolved.
January 25, 2024 v3.5.01.02
Deployed AWS and data center 6:30 AM ET
MODIFICATIONS / ADDITIONS
-
Send Email (all versions)
- The performance issue related to time outs for some organizations is resolved. The process has changed. Read the knowledgebase article here.
-
Calendar View (all versions)
- The Calendar View feature from Release 2 has been added.
- From Courses or Sections, see [Calendar View] in the top navigation bar.
-
Client Assignment (custom change)
- For those on Invoice A method, the custom addition of adding the value of "TR" to the Grade/GPA field of a new Client Assignment has been removed.
FIXES
-
Send Ed2Go (all version, if enabled)
- The issues related to saving the vendor date and recording a Client Case Note are resolved.
- The send option when the course is CTP is resolved.
January 10-11, 2023 v3.5.01.01
Deployed data center 1/10/24 6:30 AM ET
Deployed AWS 1/110/24 6:30 AM ET
MODIFICATIONS / ADDITIONS
-
Adjust Invoice (all versions)
- The recently added [Discount] field is revised to not be a required field.
-
Expenses (all versions)
- The additional fields displayed in the Course Code select have also been added when the user is in add mode of an Expense record.
FIXES
-
Multi-factor Authentication (all versions)
- The issue preventing a user from receiving the MFA authentication code by email has been resolved.
-
Client Addresses and Postal Codes (all versions)
- The issue where a modified postal code in any of the Client address fields did not fully register the background primary key has been resolved. This issue gave the appearance on the WebReg module that the postal code was incorrect.
-
Embedded Certificates (custom integrations only)
- The issue with custom embedded certificates that launch from Client Assignments has been resolved. If any embedded images on the certificates do not display correctly, please submit a support ticket so we can resolve the URL path to the images.
-
Reassign Payment (all versions)
- The error when accessing Reassign Payment has been resolved.
January 2, 2023
Deployed data center 11:45 AM ET
MODIFICATIONS / ADDITIONS
-
Master Postal Code Updated (all versions)
- Installed the monthly update of the master USPS postal code list