The Summer 2022 release of the FinancialForce Asperato Integration contains the following new features and enhancements.
Asperato Task Launcher
The Asperato Task Launcher enables you to easily find and launch your tasks from a single tab. The Asperato Task Launcher is divided into sections, each section containing related tasks. You can access the Asperato Task Launcher from the task launcher tab. For more information, see Asperato Task Launcher Overview.
Inbound Customer Payments
In this release, we have added the following new features and enhancements related to the inbound customer payments feature.
Inbound Customer Payments Enhancements
We have made the following enhancements to the payment process for sales invoices:
- Chargeback handling is now automated for GoCardless payments. For more information, see Chargeback Handling.
- The Asperato Integration automatically creates an additional payment with the outstanding amount when making part payment against an invoice with the Enable Automated Payments setting enabled in the Asperato Settings (FF) custom setting. Additional payments with a zero amount are no longer created.
- The Enable partial payments custom setting field of the Asperato ONE settings custom setting replaces the functionality of the Prevent Partial Payment custom setting field of the Asperato Settings (FF) custom setting deprecated in this release. The Prevent Partial Payment custom setting field will be removed in a future release.
- If multiple sales invoices are part paid, the payment amount is allocated in due date order. For the sales invoices that are part paid, a payment record with the total outstanding amount for each of the selected invoices is created automatically if the following settings are enabled:
- Enable partial payments in the Asperato ONE settings custom setting.
- Enable Automated Payments in the Asperato Settings (FF) custom setting.
For more information, see:
Deprecated Custom Settings Field
As part of our regular maintenance, in this release we have deprecated the following custom settings field:
|
Custom Field |
Custom Setting |
Description |
|---|---|---|
|
Prevent Partial Payment |
Asperato Settings (FF) |
This field is obsolete and will be removed in a future release. We recommend using the Enable partial payments setting of the Asperato ONE settings custom setting when making partial payments. For more information, see Custom Settings. |
Outbound Vendor Payments
In this release, we have added the following new features and enhancements related to the outbound vendor payments feature.
Creating Vendor Authorizations for Multiple Companies and Accounts
You can create and validate multiple vendor authorizations using the Create Authorizations link in the Asperato Task Launcher. The FinancialForce Asperato Integration then creates multiple authorization records for each:
- Vendor
- Company
- Currency
- Payment Destination
- Local Clearing System (if applicable)
If the creation of authorization records is successful, the Asperato Integration automatically submits the new records to Asperato for processing and validation.
The number of authorization records created for a domestic payment destination depends on the number of local clearing systems available for the selected currency. For an international payment destination, the Asperato Integration creates one authorization record for each currency and vendor account.
For more information, see Outbound Vendor Payments Account Authorization.
Permission Sets
We have added the following permission sets to support the creation of payments for payable invoices from Payments Plus.
|
Permission Set Name |
Level |
Description |
|---|---|---|
| ASP Integrations - FFA Payable Invoice Create Payment | 2 |
Assign this to FinancialForceAsperato Integration users who need to create payments for payable invoices from Payments Plus. This permission set includes access to the:
|
For more information, see Outbound Vendor Payments Permissions.