Release Notes - 2021

SmarterPay Cloud file upload and approve functionality has had a couple of changes made to it:

• The performance of the functionality has been greatly improved.
• As a result of the performance improvements, the steps to upload and approve a file have changed slightly.

Functionality has been added to SmarterPay Cloud to allow the Record Events to be viewed in a single place.
This allows a simple way to check for any failed Webhooks for the day, for example.
This functionality is controlled by a new permission.

SmarterPay cloud has been improved by combining Record activity, such as History and Webhooks, into a single Events tab.
The new Events tab can be filtered to show just the event types that you are interested in for a particular record.
This can be seen across all object types, for example, Mandates and Payments.

SmarterPay Cloud now allows you to see any Bacs Rejection Issues and manually fix, or ignore, them.
Occasionally the rejection files, recieved from Bacs, have errors in the records, such as missing hyphens in Mandate reference or incorrect date against a Payment.
When these errors occur SmarterPay Cloud cannot match the rejection with a record in the system.

Please see here for more details on fixing the issues.

An ID Column has been added to Mandate records, in addition to the Reference (Auddis) column.
This new ID allows the Mandate to be selected, even if there are duplicate Mandate references (AUDDIS References), or Mandate references containing forward slashes.

Smarterpay Cloud API now supports updating Recurrence Schedules.
This allows an existing Schedule to be updated, via the API, without having to log into the Portal to make changes.

The Syntax for API Updates can be found Here.

SmarterPay Cloud now has a Wizard to setup Customers, Bank accounts, Mandates, Card payments and Payment Schedules.
The Payment Setup Wizard is an easy to use way of setting up multiple aspects to a new, or existing, customer in a few clicks.

You can see more Here.

Smarterpay have introduced a new URL for the API endpoint.
This is to allow the API to be more resiliant and scalable for future growth.

The new URL is "https://api.smarterpaycloud.com/Service.svc/".

The old URL of "https://smarterpaycloud.com/api/Service.svc" is now depreciated.

Smarterpay Cloud API now supports “on-hold” Mandate creation, alongside the existing “new instruction” creation.
This allows a Mandate to be created in the system without the new instruction being sent off to Bacs immediately.

You can read more Here.

SmarterPay Cloud now supports customers signing up for Mandates, Card payments and Payment Schedules.
The E-Commerce Signup Wizard allows your customers to enter their billing address and account details in an easy to use way.

You can see more Here.

SmarterPay Cloud now supports Payment Plans, which alongside the existing ongoing recurring Schedules allows diverse ways to collect payments from your customers.
Payment plans allow a fixed Invoice amount to be taken over a number of installments.
This compliments the ongoing scheduled payments which don't have a fixed amount and are open ended, when no end date is populated.

You can read more Here.

SmarterPay Cloud now allows you to customise the way that you process your Bacs Rejection reports.
This allows you to take control, by the individual code level, of how payment failures and Mandate cancels are handled within the system.
These customisations can be applied per SUN for greater flexibility.

You can read more Here.

SmarterPay Cloud now allows you to customise the way that System Webhooks are sent to your systems.
This allows the system event notifications to be sent to, one or more, endpoints of your choosing.
The same event can be sent to multiple endpoints, using different authentication, for better integration into your systems and processes.

You can read more Here.

A new way to upload files into SmarterPay Cloud (via SFTP) has been added to simplify and automate the file transmission process with Bacs.
Simply drag and drop your file into a (SFTP Client) monitored folder on your desktop and receive an email from SmarterPay Cloud moments later, letting you know it is ready for approval.
You can find out more here.

A 'Basic Authentication' option has been added to the Webhook sending capabilities of SmarterPay Cloud enabling a wider range of software applications to be notified when changes, or events, occur.
You can find out more about the setup of Webhooks here.

A new field has been added to 'Recurrence Schedules' to allow for a 'Custom Reference' to be automatically added to any payments that it creates.
This should allow these payments to be found easier in SmarterPay Cloud, by searching for this 'Custom Reference'.
You can find out how to use this field in the Portal here.
You can find out how to use this field in the API here.

You can now create a Credit, via the API, connected to an existing Mandate, but using a different Client Bank Account.
This is useful if you use one Bank Account to collect payments and another Bank account to send Credits.
This allows greater flexibility for which SUN and client bank account is used for Credit processing independently of payments.
You can find out how this works here.

The Bacs rejection reports section has been improved by adding a PDF version alongside the XML version, for your convenience.
You can find out more about Bacs Reports here.

We have taken advantage of the quieter festive period to improve the overall stability of SmarterPay Cloud.