New Features and Enhancements in Asperato Connector Winter 2024

The following new features have been introduced in the Winter 2024 release of Asperato Connector.

Automated Cash Matching for Inbound Customer Payment Refunds via Asperato

We have made the following enhancements to the Refund feature of Asperato Connector.

We have improved the process of refunding inbound customer payments made via Asperato for both sales invoices and billing documents. Now, whenever you use the Refund feature of Asperato Connector and the refund stage of the Asperato refund is "Refunded to customer", Accounting automatically creates a cash entry of the "Refund" type. When refunding a full payment for multiple invoices, Accounting automatically creates multiple cash entries of the "Refund" type, one per invoice. Previously, after refunding customers using Asperato Connector, users had to create the associated cash entries in Accounting manually.

In addition, to help you easily identify Asperato refunds associated with cash entry records, we have added a new field, Asperato Refund, to the Cash Entry object in Accounting. This field is populated if a customer payment refund via Asperato is successful.

To help you resolve any errors that might occur while using the Refund feature, Asperato Connector now creates payment worker records whenever a customer payment refund via Asperato is unsuccessful. Such records are created for each unsuccessful refund as follows:

• If the payment is for a single sales invoice or billing document, a single payment worker is created.
• If the payment is for multiple sales invoices or billing documents, multiple payment workers are created, one per invoice or document, with their respective amounts.

In addition, to help you easily identify Asperato refunds associated with payment worker records, we have added a new field, Asperato Refund, to the Payment Worker object. This field is populated if a customer payment refund via Asperato is unsuccessful.

Finally, you can now receive email notifications for both successful and unsuccessful customer payment refunds via Asperato. These notifications contain useful information about the status of your refunds, such as:

• Number of successful and unsuccessful refunds
• Number of cash entries created and posted for successful refunds
• Further information on troubleshooting unsuccessful refunds

For more information, see:

• Canceling Inbound Customer Payments
• Cash Entry Fields
• Inbound Customer Payments Field Reference

Single Payment for Multiple Invoices

You can now choose whether cash entries for a single payment for multiple invoices are automatically created and matched.

From this release, if you deselect the Enable Automated Cash Processing field in the Asperato Settings custom setting, cash entries to represent an Asperato payment are not created automatically, also when processing a single payment for multiple invoices. Previously, cash entries were automatically created and matched for such payments by default, even if this custom setting field was deselected.

If you have deselected the Enable Automated Cash Processing field, you can use the payment workers created for each payment to create and match the cash entries later.

For more information, see:

• Single Payment for Multiple Invoices Overview
• Cash Matching
• Custom Settings

Payment Lookup on Cash Entries for Outbound Payments

To facilitate bank reconciliation for outbound vendor payments, we have enhanced the functionality of the Payment field on the Cash Entry object. Previously this field provided a lookup to the associated Asperato payment only for inbound customer payments. Now it also supports outbound vendor payments.

For more information, see Cash Entry Fields.

Certinia Help Is Now Available from help.certinia.com

You can now access the Certinia Help and Technical Reference from help.certinia.com.

We have updated all the Help links included in Asperato Connector Winter 2024. For more information, see Certinia Help URL.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Asperato Connector, see the relevant section of the Known Issues page.