SmarterPay for Salesforce is continuously being developed and patched. Release notes shown in this section highlight the major additions, or changes, that would be of interest to our customers.
version 1.9 - Wednesday 07th February 2024
Recurrence Schedules
End Date may now be removed from the schedule. Previously clearing this field would result in an error and users were required to set a date far in the future.
Bank Account
Enabled field is now defaulted to false to ensure that related records, such as Mandates, may only be created after the bank account is confirmed valid in SmarterPay Cloud.
Account Number and Sortcode is now emptied on receipt of a webhook if the 'Store Bank Details' setting is switched off.
Reporting
Introduced a series of standard reports to help users understand what is currently happening in the SmarterPay application.
Security/Setup
'SmarterPay Setup' tab introduced to allow users, with the SmarterPay Admin permission set, to update Webhook Private Key and API Key Fallback settings. Current values are not visible and may only be updated.