Astral GoCardless

Version History

Current Version

16 April 2021

Version 1.8.17.0



New Functionality

We have added a 'Payment Advice' report (available when viewing the Payment Entries within the Payment Batch) that can be sent to customers notifying them of the amount that will be collected from their bank account, and the breakdown of the invoices to which it relates. The report can be printed or sent by email. Sending the report will be a manual process at the moment, but a future release will take care of automating this process. Customers are already notified by an email from GoCardless that a payment is being collected, but where a single payment is used for payment of multiple invoices, customers were requesting allocation details.

The 'No. of Mandates' flowfield on the Customer List has been replaced with two flowfields, "Pending GoCardless Mandates" & "Active GoCardless Mandates". The previous flowfield was confusing as some customers were sent paylinks, but did not or would not complete them. It is now easier to see which customers have a mandate that can be collected from.

We have added an 'Export to Excel' action to the Payout page.

Issue Resolutions

There are currently no known issues.

Coming Soon

We will be adding functionality to utilise the new "Email Scenarios" functionality that is now available in Business Central.

We will be adding the ability to automate the Payment Batch creation and submission process.

    

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Older Versions

New Functionality

None

Issue Resolutions

The Customer Name field in the core application was increased to 100 characters, and we therefore needed to increase the Customer Name field on the Astral GoCardless Mandate table.

Coming Soon

We will be adding a Collection Advice report that can be emailed to customers to provide a breakdown of the invoices included on a Payment.

New Functionality

Added Amount field to Payment Batch page so that the user could easily see the total amount of Payment Entries contained within the Payment Batch.

Issue Resolutions

Increased the number of Payout Items requested when calling the GoCardless api to reduce unnecessary api requests.

The New Mandate Entry Wizard allowed the user to specify the Given Name and Family Name, but the values were taken from the Contact instead.

Coming Soon

The next release will utilise the new "Email Scenarios" functionality that is now available in Business Central.

New Functionality

Prevent auto posting of Payouts if a Currency Triangulation Entry has been created. Should a posting require a Triangulation Difference journal line, we decided that it would be better to let the user know, and so the user will be forced to use the "Create Journal Only" switch when posting the payout.

Issue Resolutions

Add "Payment Description" field to the Payment Entry. Rather than taking the Payment Decription value from the mandate itself, we now default the value through from the Mandate but allow it to be changed before submission to GoCardless. Setting the value is mandatory. We received reports that the emails being sent from GoCardless had an empty space where the payment description should have gone. This was caused by mandates that were created outside of Astral GoCardless and imported using the "Find Missing Mandates" functionality. After importing a mandate, the user should manually add a "Mandate Description" so the value will default through to the new field on the Payment Entry.

Enable getting more then 50 Mandates when using Find Missing Mandates. There was a GoCardless api call limit of 50 records. We now page through all Mandates when trying to find ones that are not in Astral GoCardless.

New Functionality

The core extension now targets the version 17 release of Business Central.

Issue Resolutions

There was an issue where the Payout items were not completely populating.

New Functionality

Added Dataverse (CDS) integration, enabling integration with Dynamics 365 for Sales.

Added automatic import of mandates that are created outside of Astral GoCardless (e.g. via the GoCardless api or via the GoCardless portal), triggered when the Metadata specifies the Business Central Customer No.

The Business Central user can now create the mandate themselves if they know the sort code and account number, without the need for emailing a PayLink. A new Wizard has been added to simplify the process of chosing how the mandate should be created (manually or via a PayLink).

A "Mark All Entries As Processed" action was added to the Notifications list. If extensive use is made of the GoCardless portal, there will be many Notifications that will not be processed, as they relate to data that Astral GoCardless doe not know about. Some users found it time intensive to clear off all the entries.

Issue Resolutions

There was an issue when importing mandates. A filtering issue when trying to display a list of potential companies to map against has been resolved.

Some payouts contain Payout Items that have a zero amount. These caused an issue when trying to transfer to the Payout Journal.

Some Payouts cannot be transferred to a Cash Receipt Journal. For example, some Payouts have no Payout Items, and therefore no Payout Date. We added the ability to "Set As Posted", so the entry dissappears from the Role Centre Tile.

New Functionality

None

Issue Resolutions

Resolved an issue where in some scenarios a GoCardless Payout journal would not post due to the GoCardless Creditor Payout Currency Code not being specified in the GoCardless account.

New Functionality

None

Issue Resolutions

Resolved a minor issue with the Application Setup Wizard which surfaced when Merchants weren't set up for International Payments with GoCardless.

Resolved an issue when importing missing mandates from the GoCardless Merchant account. If more than one missing mandate is found, it tried to use the same Mandate No. and raised an error.

The initial release including mandate creation, payment batch creation, refunds and subscriptions. It doesn't inlcude Instalment Schedules, but this will follow shortly.

It includes Success+, which is great for reducing failed Direct Debit charges and also includes Borderless Payments, which is why Astral 365 were so keen to build this extension.