Automate 2023.2
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Automate 2023.2.1+ has been certified by SquareWorks to be compatible with NetSuite 2023.2 and is backwards compatible with NetSuite 2023.1.
To prepare for an upgrade to the latest version, please review our upgrade process. If you would like to receive software update emails and release notifications, please subscribe to our mailing list.
New Features:
[Payment Automation] ACH & Check transaction limits (per payment) have been increased to $500,000. (SSD-957)
[Payment Automation] Outsource check printing is now live. Please talk to your account owner for more details or reach out to netsuite-support@squareworks.com.
Changes:
[Payment Automation] Improved the UX of the payee onboarding forms to have more consistent font sizes and layout between the pages. (SSD-935)
[Payment Automation] Improved the formatting of payment method type when reviewing payment methods for approval and changing a payee's preferred payment method. (SSD-953, SSD-954)
[Payment Automation] Improved the UX of the check settings and ach settings pages. (SSD-933, SSD-977)
[Platform] Various security updates. (SSD-847)
[Payment Automation] Contact Us button for check printing on the Business Entity was not redirecting to our contact us form as expected (SSD-909)
Bug Fixes:
[Payment Automation] When linking a Funding Source to a NetSuite GL Account, selecting a Funding Source in the drop down did not change as expected on the first click. (SSD-927)
[OCR and Invoice Scanning] Invoices scanned with no total extracted were causing issues viewing the bill inbox. This only applies to OCR within the Automate SuiteApp. (SSD-974)
[Payment Automation] If ACH and Check Printing payment rails are not enabled, the user is unable to edit the funding source name. (SSD-960)
New Features:
None
Changes:
[Platform] Various security updates. (SSD-934, SSD-956)
Bug Fixes:
None
New Features:
None
Changes:
[Payment Automation] Internal changes to support outsourced check printing features. Does not impact existing customers.
Bug Fixes:
None
New Features:
None
Changes:
[Payment Automation] Internal changes to support outsourced check printing features. Does not impact existing customers.
Bug Fixes:
None
New Features:
[Payment Automation] Additional changes have been added to support the launch of outsourced check printing.
Changes:
[Payment Automation] Improved the messaging to payees when onboarding security codes are sent. Additional details added to inform payees that security codes can take up to 15 minutes to be delivered. This is primary related to payees using mimecast, which frequently causes 15 minute delays in receiving email. (SSD-886)
[Payment Automation] Improved visibility into ACH failure reasons when clicking on rows on the Payee Payment History page. (SSD-918)
[Payment Automation] Removed an unused page label from the Transaction History page. (SSD-900)
[Payment Automation] If a payee payment is uploaded with no remittance detail, email communication no longer shows a remittance table (vs a remittance table with no rows). (SSD-913)
[OCR and Invoice Scanning] Advanced OCR settings within the Automate SuiteApp can now be access via the Automate settings menu vs the Setup menu in NetSuite. This only applies to OCR within the Automate SuiteApp. (SSD-759)
[OCR and Invoice Scanning] When reloading the page after creating a Vendor Bill in split screen view, the Vendor Bill will continue to appear on the right-hand side of the screen. This only applies to OCR within the Automate SuiteApp. (SSD-815)
Bug Fixes:
[OCR and Invoice Scanning] Prevented duplicate Restore PO Lines buttons when creating a Vendor Bill if both the SuiteApp and Bundle are installed in parallel. (SSD-824)
[OCR and Invoice Scanning] An error was preventing the bill inbox from opening as expected when certain invoices were uploaded. This only applies to OCR within the Automate SuiteApp. (SSD-931)
[OCR and Invoice Scanning] The Bills menu was appearing when OCR as not enabled for Administrators. This only applies to OCR within the Automate SuiteApp. (SSD-926)
New Features:
[Payment Automation] At the time a Vendor Bill Payment is generated in NetSuite, the Check # and To Be Printed fields will be automatically cleared / unchecked if the payment is configured to be sent to Automate for payment. (SSD-865)
[Payment Automation] Users can now navigate from the Release Payee Payments and Payee Payment History pages back to the associated Vendor Bill Payments. (SSD-867)
[Payment Automation] A refresh icon has been added to the data tables on the Release Payee Payments, Release Balance Transfers, Payee Payment History, Balance Transfer History and the Approve Payment Methods screens (SSD-541)
[Payment Automation] Added a payment option for check printing when setting up a Business Entity. This payment option is not currently available to be enabled, but will be made available in a future release. This release includes various changes to support the future release of check printing. (SSD-771, SSD-823, SSD-884, SSD-779, SSD-780, SSD-781, SSD-775, SSD-891)
Changes:
[Platform] Various security updates. (SSD-860, SSD-508, SSD-881)
[Payment Automation] Improved the look and feel of the Business Entity onboarding forms. (SSD-833)
Bug Fixes:
[Payment Automation] Unexpected exception was shown when approving payment methods missing first name, last name, and/or company name. The exception has been updated to show what information is missing. (SSD-856, SSD-855)
[Platform] Resolve issue preventing the re-linking of an Automate account after production has been refreshed to Sandbox in NetSuite (SSD-788)
[Platform] Some NetSuite accounts were running into exceptions opening the Automate SuiteApp for the first time due to a permission error updating company settings (SSD-882)
[Payment Automation] It was possible for payees not to receive a remittance email when a payee payment was released, depending on the bills included on a payment (SSD-890)
New Features:
None
Changes:
None
Bug Fixes:
[Payment Automation] Payee payment amounts between $10,000.01 and $50,000.00 fail to be released (SSD-869)
[Platform] Resolved deployment issue for new NetSuite accounts preventing installation of the SuiteApp (SSD-877)
New Features:
None
Changes:
[Platform] Various security improvements (SSD-870)
Bug Fixes:
[Payment Automation] Email notifications from sandbox accounts telling payees that payments are on the way can be sent externally by accident when testing (SSD-871)
Automate Platform (SuiteApp)
New Features:
Changes:
Improved formatting of payment method type in UI (SSD-793)
Added the payment method type to be used (e.g. ACH) to the release payee payments screen to prepare for additional payment rails (SSD-772)
Various security improvements (SSD-859, SSD-747, SSD-691)
Improved the subject line of the email communication sent to Payees when money is on the way, to make sure it's clear money is in transit and hasn't been deposited yet (SSD-712)
Bug Fixes:
Errors were being encountered when approving payment methods and creating funding sources if the ACH account number contained whitespace (SSD-853)
Some payees were receiving two duplicate emails to confirm payee onboarding submission when only one was expected (SSD-834)
Vendor bill payments less than $1 were encountering an error when trying to send to the release payee payments screen (SSD-858)
The existing funding source name was not appearing when editing a funding source (SSD-837)
Advanced Vendor Onboarding [448491]
New Features:
None
Changes:
None
Bug Fixes:
An error was encountered when attempting to send an onboarding form associate to a custom record (SSD-850)
Automate Platform (SuiteApp)
New Features:
Changes:
Additional non-visible enhancements to prepare for additional payment rails
Various security improvements
Bug Fixes:
An email was not always being sent to customers to inform them that additional documentation was required as part of the Business Entity onboarding process (SSD-784)
There was an error when attempting to upload invoices to the AP inbox (new UI) from a non-Admin role (SSD-826)
Funding source names were not able to be changed (SSD-822)
Automate Platform (SuiteApp)
New Features:
None
Changes:
Internal enhancements (not visible) to support future payment rails (SSD-770)
AI-Enabled OCR & Invoice Scanning functionality enablement in sandbox and production for upcoming OCR functionality (SSD-818)
Bug Fixes:
Removing invoices from the Invoice Inbox invalidates the NetSuite record instead of deleting it in the upcoming OCR functionality (SSD-816)
Automate Platform (SuiteApp)
New Features:
The status of payee onboarding has been added to the payee list view. This allows you to easily see which payees don't have approved payment methods. (SSD-481)
Changes:
When creating a new business entity, you will automatically be directed to the onboarding / business verification screen (SSD-755)
Improved business entity screen to see the current status of your business verification (SSD-764)
Removed the need to supply a country when creating a new business entity (SSD-756)
Internal enhancements (not visible) to support additional payment rails in the future (SSD-734, SSD-746, SSD-752, SSD-786, SSD-817)
Updated all email communication to support multiple payment rails in the future (SSD-753)
Internal enhancements (not visible) to support adding company logos to emails in the future (SSD-754)
Permission groups are now filtered based on the automate features that are enabled (SSD-622)
Improved menu UX when expanding and collapsing the side menu in automate (SSD-659)
Bug Fixes:
Error was not shown when attempting to remove last administrator from the external UI's "Automate Administrator" permission group (SSD-465)
Funding source name was not appearing when editing a funding source (SSD-744)
If no phone number was supplied in the business entity's AP contact info, it was appearing as "null" in emails sent to payees (SSD-760)
Advanced Check Printing [288859]
New Features:
None
Changes:
None
Bug Fixes:
Bug fixes for credit lines where not deployed in 2023.1.1 (SSD-768)
Automate Platform (SuiteApp)
New Features:
Sandbox accounts have been updated to simulate the complete flow of funds to closer align with what you would see in production. (SSD-706)
When adding a funding source in Sandbox, you will receive email communication within 30 minutes letting you know that the micro-deposits have been completed. Currently you only receive an email saying that micro-deposits have been initiated.
When releasing payee payments or balance transfers in Sandbox, you will receive email communication within 30 minutes letting you know that the flow of funds is complete. Current you only receive email communication that the flow of funds has started.
When adding and verifying a funding source, the screens have been updated to notify and confirm that ACH debit blocks have been removed from the bank account (SSD-729)
Allow email address change in Automate (SSD-480)
Changes:
Added functionality related to upcoming OCR functionality in the Automate SuiteApp (SSD-649)
Allow enablement of Automate OCR feature based on licensing (SSD-701)
Internal updates to improve the overall security of 3rd party dependencies and API (SSD-719, SSD-668)
Updates to the enabled features page buttons to improve the look and feel (SSD-728)
Bug Fixes:
Email addresses when logging into Automate are no longer case sensitive (SSD-666)
Approval Automation [310718]
New Features:
None
Changes:
Added functionality related to upcoming OCR functionality in the Automate SuiteApp (SSD-649)
Bug Fixes:
Fix statistical journal entries approval error (SSD-758)
Fix budget tracking exception when local time formats vary from the default format (SSD-733)
Automate Platform (SuiteApp)
New Features:
Added ability to change your automate account's password from within NetSuite or from the external automate UI (SSD-476)
Changes:
Added ability to grant specific users or roles access to SuiteQL Playground, vs only being available for administrators (SSD-474)
Reduced the amount of logging added to NetSuite when authenticating with the Automate API to improve security (SSD-716)
Changed all OCR functionality (feature coming soon within automate platform) to use SuiteScript 2.1 (SSD-713)
Bug Fixes:
Field labels in dark mode could not be seen when onboarding a business entity (SSD-686)
There was a mismatch on the OCR dashboard (feature coming soon) within the automate platform (SSD-705, SSD-705)
Approval Automation [310718]
New Features:
Added support for approvals on the subsidiary record (SSD-695)
Changes:
None
Bug Fixes:
The hidden Created By (AWA) field on Vendor Bills was defaulting to the employee who created the PO when a Vendor Bill was created from a PO (SSD-620)
Advanced Vendor Onboarding [448491]
New Features:
None
Changes:
None
Bug Fixes:
NetSuite was not following the same logic when addresses are added via script vs the UI. When new addresses are added via vendor onboarding, the addressee field will now default to the company name or first middle last (if individual) vs the vendor id. (SSD-717)
Automate Platform (SuiteApp)
New Features:
None
Changes:
Added automation to automatically flag a funding source as removed if the funding source is removed by Dwolla due to funding source transfer failures (SSD-523)
Bug Fixes:
Resolved issue that caused payee payment failed email notifications to be sent to the payee instead of the business entity sending the payment. Removed SquareWorks' contact information from the emails being sent to payees. (SSD-707)
Clicking "Cancel" on the Create Funding Source page should redirect back to the Business Entity page if that was the previous page. Currently it redirects to the Funding Sources page that lists all of the funding sources. (SSD-488)
Automate Platform (SuiteApp)
New Features:
Changes:
Updates to certain button elements, forms, and tab colors for a more consistent user experience (SSD-464, SSD-667)
When linking an Automate Account to NetSuite, the account dropdown will default to the first available option (SSD-464)
Bug Fixes:
Resolved issue when scrolling on certain forms, help popups do not stay aligned with the corresponding field. (SSD-520)
Updated label coloring on Business Entity onboarding forms that did not appear in dark mode (SSD-663)
Resolved error when logging in through the external UI that Dwolla environment should be set to 'sandbox' or 'production' (SSD-665)
Resolved issue with permissions that prevented users who did not install the SuiteApp from successfully completing actions like onboarding vendors. (SSD-680)
Resolved issue allowing a business entity to add a funding source before fully onboarded causing an incorrect onboarding status to be displayed (SSD-664)
Automate Platform (SuiteApp)
New Features:
When signing up or signing in to automate from within NS, the email address defaults based on the current user’s email (SSD-475)
Changes:
None
Bug Fixes:
When auto-generated numbering is enabled on the vendor record, the payee name incorrectly displays the vendor ID as opposed to the vendor name (SSD-625)
Certain menu items show up currently when the user doesn’t have the required permission (SSD-615)
Approval Automation [310718]
New Features:
If an approver attempts to approve or reject via email, but their approval is no longer required (e.g. they already approved, some else approved for them) they will receive an email response notifying them that their approval is no longer required.
Added support for approvals on the Department record type.
Changes:
None
Bug Fixes:
None
Automate Platform (SuiteApp)
New Features:
Automate permissions have been enhanced to support more granular permission groups (SSD-532)
Removed the need to authenticate with a separate Automate login when releasing payments, releasing balance transfers and approving payment methods. The only functional areas that still require an additional layout of authentication are changing account settings, linking and unlinking your automate account. As part of this change, the Payment Automation feature now requires your NetSuite account to be set to the "Strong" password policy and have passwords that are at least 12 characters long. (SSD-516)
Changes:
Improved the description of how permissions work for NetSuite Administrators on the Automate permissions page (see screenshot above) (SSD-624)
Bug Fixes:
None
Note: SuiteBundler bundle editions have been changed to 2023.2.1 to reflect compatibility with NetSuite 2023.2 for all bundles.
OCR and Invoice Scanning [3400110]
New Features:
None
Changes:
SuiteBundler bundle editions have been changed to 2023.1.1 to reflect compatibility with NetSuite 2023.1.
Bug Fixes:
Resolved issues preventing switching Vendors / Subsidiaries when SuiteTax is enabled and there are mandatory fields on the Vendor Bill that were not automatically populated.
Updated vendor invoice queue to resolve issue with embedded HTML. See alert for more details.
Resolved issue preventing duplicate bills from automatically populating lines on the Vendor Bill.
[Payment Automation] Improved the look and feel of email communication, allowing for better visibility of remittance details and lists of payments within emails. (SSD-863, SSD-864) Payee Remittance Email (Old) Payee Remittance Email (New) Payments Initiated Alert (Old) Payments Initiated Alert (New)
All emails sent from automate (with the exception of emails sent to payees) have been updated to include the SquareWorks Automate logo (SSD-789)
When onboarding a Business Entity, there is now a step after onboarding is complete to enable ACH. All existing Business Entities will have ACH enabled by default. All new Business Entities should enable ACH as part of the onboarding flow. (SSD-761, SSD-765)
AI-Enabled OCR & Invoice Scanning functionality & AP dashboard has been added to the Automate SuiteApp and will be made available in an upcoming release. (SSD-703, SSD-692, SSD-785, SSD-787, SSD-790, SSD-794)
Remittance emails to payees now contain details about the bills and credits applied to the payment. (SSD-634, SSD-693)
