Automate 2024.1
Automate 2024.1.1+ has been certified by SquareWorks to be compatible with NetSuite 2024.1 and is backwards compatible with NetSuite 2023.2.
Automate 2024.1.36 (2024-07-24)
New Features:
None
Changes:
None
Bug Fixes:
[Payment Automation] Fixed bug that prevented existing Business Entity check logo from being updated (IN-77)
[Payment Automation] Fixed bug that allowed duplicate funding sources to be created. Also enabled existing funding sources to be deleted. (IN-178)
[Dashboard] Bug fixed which incorrectly displayed bill count in graph. (AP-182, AP-184)
Automate 2024.1.35 (2024-07-22)
New Features:
None
Changes:
None
Bug Fixes:
[Payment Automation] Outsourced checks failed to be printed when unexpected characters were included in the remittance table (IN-180)
Automate 2024.1.34 (2024-07-22)
New Features:
None
Changes:
None
Bug Fixes:
[Advanced Check Printing] Non-one world NetSuite accounts are unable to print checks (IN-179)
Automate 2024.1.33 (2024-07-17)
New Features:
None
Changes:
None
Bug Fixes:
[Advanced Check Printing] Check printing subsidiary restrictions were preventing printing when roles are restricted to specific subsidiaries (IN-168)
Automate 2024.1.32 (2024-07-16)
New Features:
None
Changes:
None
Bug Fixes:
[Payment Automation] Vendor Bill Payments were incorrectly unchecking “To Be Printed” on payments that should not be sent to Automate for payment release. (IN-168)
Automate 2024.1.30 (2024-07-10)
New Features:
None
Changes:
None
Bug Fixes:
[Advanced Vendor Onboarding] Resolved "Unexpected Exception" error when collecting files through form. (AP-141)
[Payment Automation] Resolved error accepting terms of service when more than one payment method pending (IN-147) [Payment Automation] Invite outstanding Payment Methods are not being shown in preferred payment method dropdown (IN-157)
Automate 2024.1.29 (2024-07-05)
New Features:
None
Changes:
[Payment Automation] Adjusted SquareWorks' support contact information included in payment automation emails sent to our customers. (IN-133)
[Automate - OCR] A new window will be opened when clicking on the PO number on the OCR Bill Inbox. Prior to this change, the PO was opening in split screen view. (IN-104)
Bug Fixes:
[Platform] When linking your account during the Automate setup process, some accounts failed to link as expected. This was due to a defect within NetSuite which we are now working around with this fix. If your account fails to link as expected, you will receive an error message to try again. (AP-148)
Automate 2024.1.28 (2024-07-02)
New Features:
None
Changes:
[Payment Automation] Improved messaging on payee onboarding form when existing payment methods are on file (IN-138)
[Payment Automation] Added image file type validation to prevent invalid file types from accidently being uploaded when adding check signatures and logos. (IN-125)
Bug Fixes:
[Payment Automation] Newly verified Business Entities were unable to add a funding source after adding and certifying business owners. (IN-145)
[Advanced Check Printing] Resolved issue preventing checks from printing when owner restrictions are enabled via check settings. (IN-146)
[Payment Automation] Manually added payee payment methods (ACH and check) can now be approved before the payee has accepted the invite to be paid. The payee is still required to accept the invite before manually added & approved ACH payment methods can be used. (IN-141)
Automate 2024.1.27 (2024-06-26)
New Features:
[Approval Automation] Administrators setting up approval step enabled conditions now can see additional error reporting when validating enabled conditions (AP-59)
[Payment Automation] Added payee payment method status to show when a payment method requires the payee to accept the payee onboarding invite before it can be used (IN-50)
[Advanced Check Printing] Added support to limit checks and check batches by owner and role segment restrictions. (IN-121)
[Payment Automation - Checks] Improved check layout for BMO Bank, N.A. (IN-135)
Changes:
[Platform] Employees are shown a permission required error when opening the Automate UI without any Automate permissions assigned (AP-62)
[Payment Automation] Payees are now able to accept the required terms of service and privacy policy (to allow for ACH payments) directly via email to improve onboarding success rate (IN-85)
[Payment Automation - Checks] Removed unsupported image formats from check logo and signature image upload fields (IN-122)
[Payment Automation] Improved layout and messaging when manually adding new payment methods (IN-123)
[Platform] Disabled requirement to sign into automate account to use labs features (IN-127)
Bug Fixes:
[Approval Automation] Follow up email approval requests were still being sent if a record being approved had been deleted (AP-112)
[Platform] Deleted/Inactivated Employees or Roles caused errors on the Permissions screen (AP-137)
[Payment Automation - ACH] ACH payment methods could be approved without the payee accepting the invite (IN-110)
[Payment Automation] After adding and certifying business owners during Business Entity onboarding, the status of the Business Entity was showing the wrong status (IN-111)
Automate 2024.1.26 (2024-06-14)
New Features:
None
Changes:
None
Bug Fixes:
[Approval Automation] Resolved issues saving a record when approval resubmission is enabled. (AP-138)
Automate 2024.1.25 (2024-06-13)
New Features:
None
Changes:
None
Bug Fixes:
[Payment Automation] Resolve issue creating payee payments (IN-119)
Automate 2024.1.24 (2024-06-12)
New Features:
[Automate - OCR] Notes can now optionally be added to items within the Inbox (IN-99)
[Payment Automation] ACH payment methods can now manually be added on the payee in Automate. These ACH payment methods must be confirm by the payee before being used. (IN-101)
Changes:
[Payment Automation] Additional documentation has been incorporated into email notifications during onboarding process. (IN-91, IN-115)
[Approval Automation] Add ability to cancel bill when approver has rejected (IN-97)
Bug Fixes:
[Approval Automation] Current approval request field was not populated on vendor record in certain accounts (AP-87)
[Advanced Check Printing] Improve error handling when printing checks (AP-130)
[Payment Automation] Improve business entity onboarding errors (IN-88)
[Payment Automation] Resolve Issue removing payment methods (IN-109)
Automate 2024.1.23 (2024-06-04)
New Features:
None
Changes:
None
Bug Fixes:
[OCR - Automate] Documents are not appearing in the inbox as expected in certain accounts (IN-105)
Automate 2024.1.22 (2024-05-31)
New Features:
[Payment Automation] When importing ACH payment methods, routing numbers will be checked to ensure they are a valid ACH routing number and account numbers will be checked to ensure they only contain numerical characters. (IN-96)
[OCR - Automate] The PO number within the Inbox now indicates the PO status. If the extracted number does not match an open and pending bill PO number in NetSuite, it will display in red. Hovering over the PO number will give information as to the PO status. (IN-102)
Changes:
None
Bug Fixes:
[Payment Automation] Incorrectly reporting a check payment as failed when a payee did not have an email address. (IN-94)
Automate 2024.1.21 (2024-05-22)
New Features:
None
Changes:
None
Bug Fixes:
[Advanced Check Printing] Adobe PDF plugin no longer prevents check PDF from opening. (SSD-350)
[OCR - Automate] Addressed SuiteApp installation issue in certain accounts (SSD-350)
Automate 2024.1.20 (2024-05-20)
New Features:
None
Changes:
None
Bug Fixes:
[Advanced Check Printing] Resolved error causing print checks screen not to load in certain accounts. (SSD-1206)
Automate 2024.1.19 (2024-05-17)
New Features:
None
Changes:
None
Bug Fixes:
[Payment Automation] Customer logo removed from Payee facing emails (SSD-1205)
Automate 2024.1.18 (2024-05-17)
New Features:
[Approval Automation] Save exceptions/errors now notify the exception role/employees defined on the record type approval settings. (SSD-439)
[Payment Automation] Memo column is now available to select as a predefined option for custom remittance tables. (SSD-1024)
[Payment Automation] Payee facing emails contain the customer logo if defined (This change was reverted by 2024.1.19 because of unforeseen conflicts) (SSD-1092)
Changes:
[Platform] Updates made to support NetSuite's change in hidden Client Scripts. (SSD-1167)
[Platform] Updates to Metrics collected on OCR Accuracy (SSD-1187)
Bug Fixes:
[Automate - OCR] To approve search now shows all applicable current approvers (SSD-828)
[Automate - OCR] Support viewing invoice email within New UI (SSD-1115)
[Advanced Document Management] Department record now supported for attaching files (SSD-1127)
[Payment Automation] Addressed blank invite created when importing payees without email addresses. (SSD-1134)
[Approval Automation] Bulk reject fixed for NetSuite 2024.1 (SSD-1144)
[Automate - OCR] Resolved jQuery version conflicts. (SSD-1166)
Automate 2024.1.17 (2024-05-14)
New Features:
None
Changes:
[Advanced Vendor Onboarding] Follows up emails for open onboarding requests are no longer sent to the vendor if the vendor is marked as rejected during the onboarding process. (SSD-955)
Bug Fixes:
[Advanced Vendor Onboarding] Updates made to support NetSuite's change in hidden Client Scripts. (SSD-1169)
[Advanced Vendor Onboarding] Resolved jQuery version conflicts. (SSD-1152)
Automate 2024.1.16 (2024-05-01)
New Features:
[OCR - Automate] Users can now optionally be notified when a non-pdf attachment is sent to the inbox by specifying an employee in the OCR EMAIL EXCEPTION NOTIFICATIONS field of the Automate OCR Settings. (SSD-109)
[Payment Automation - All] Payment Automation now supports Approval Automation approval processes before a payment can be released (SSD-879)
[Payment Automation - All] Users can now define custom columns to show in remittance emails and tables for all ACH and Check Payments. Settings for enabling and defining Custom remittance columns can be found under the Payment Automation Advanced Settings. Once enabled, up to 5 columns can be defined. (SSD-1019, SSD-1020, SSD-1021, SSD-1022, SSD-1023, SSD-1140, SSD-1141, SSD-1143, SSD-1145, SSD-1146)
Changes:
[Approval Automation] Approval Emails are now sent after the record is saved and approval status has been updated. (SSD-415)
[Payment Automation] Additional licensing gates on payment automation (SSD-1061
[Payment Automation] No longer necessary to select an business entity when importing payees if email invites are not sent. (SSD-1091)
Bug Fixes:
[Platform] Resolved "Your login is not associated with this NetSuite account" error message when relinking Automate account in certain environments (SSD-912)
[Payment Automation] Manually added Check Payment Methods no longer show requested by "undefined" (SSD-952)
[Payment Automation] Addressed UI issues when Importing ACH Account/Check Address information (SSD-1099)
Automate 2024.1.15 (2024-04-16)
New Features:
None
Changes:
None
Bug Fixes:
[Advanced Check Printing] The ability to include the payee’s name in the address (optional check printing setting) was not working in accounts running SuiteScript 2.x scripts as 2.0. (SSD-1121)
Automate 2024.1.14 (2024-04-11)
New Features:
None
Changes:
None
Bug Fixes:
[OCR - Automate] Resolved error when attempting to enable OCR within Automate SuiteApp (SSD-1097)
Automate 2024.1.13 (2024-04-02)
New Features:
[OCR - Automate] Navigational Path to Automate OCR Rules is now available through the OCR and Invoice Scanning Settings page. (SSD-889)
[Payment Automation - Checks] Add support for CSV remittance attachments for check emails (SSD-1018)
[Payment Automation - Checks] Added support for importing Payee Check Payment Methods from the vendor record's default billing address. (SSD-1065, SSD-1066, SSD-1068)
[Payment Automation - ACH] Add ability to import ACH payment methods when importing payees (SSD-1069, SSD-1070)
When adding Payees to Automate, advanced options now allow for importing existing ACH and address details as payment methods. ACH information (Account Number, Routing Number, and Account type) can be loaded into the vendor record through CSV update before performing the import to Automate. Invite emails can also optionally be disabled to payees. Note: When importing ACH payment details, the payment method cannot be used until the vendor agrees to be paid with the information on file as part of an invite.
Changes:
[Payment Automation - ACH] Fields have been added to the vendor record to support the import of ACH bank details (SSD-1072)
Bug Fixes:
[OCR - Automate] Addressed Subsidiary not displaying correctly in some accounts (SSD-1079)
[Advanced Check Printing] Customer Refunds are now able to route for approval and be printed once approved (SSD-1080)
[OCR - Automate] When Auto generated numbers is enabled for vendor records, the inbox, To Submit, and To Approve reports will show the vendor name as opposed to the ID. (SSD-1082, SSD-1087)
[Payment Automation - All] Addressed emails displaying "null" when missing phone number (SSD-1085)
Automate 2024.1.12 (2024-03-28)
New Features:
[Advanced Vendor Onboarding] Added support for optionally including the company name a request is being sent to within the onboarding email by defining the {name} variable in the EMAIL MESSAGE HEADER field of the form settings. (SSD-1006)
Example:
Changes:
None
Bug Fixes:
None
Automate 2024.1.11 (2024-03-21)
New Features:
[Advanced Check Printing] Added an option to include the Vendor's legal name when identifying a payee's name to print on a check. By default, all new installations of Advanced Check Printing will exclude the legal name. Click here (see Standard Pay To Logic section) for more details on how a payee's name is identified. (SSD-1077)
[Advanced Check Printing] Added an option to include the payee's name as the first line of the mailing address when printing checks. This is useful when a bank requires the payee's name to be in the same location as the address on the check. (SSD-1077)
[Advanced Check Printing] Added support for optionally specifying a field on the payment transaction which contains JSON data to use as a custom data source for remittance lines apply list. This is used in advanced use cases where scripts are required to define custom lines on the check remittance. (SSD-1078)
Changes:
None
Bug Fixes:
None
Automate 2024.1.10 (2024-03-13)
New Features:
[Payment Automation - Checks] All newly released checks will now provide access to a file copy. The file copy provides a copy of the check and remittance table, but removes the digital signature, adds void watermarks and masks the bank account number. (SSD-922) You can access the file copy via Payment History > (Click on Row) > Check File Copy:
Changes:
[Platform] The Automate SuiteApp has been updated to support Non One World NetSuite accounts and is backwards compatible for existing One World accounts.
Bug Fixes:
None
Automate 2024.1.7 (2024-03-07)
New Features:
N/A
Changes:
[OCR - Automate] Invoice documents that may fail to scan are now retried automatically (SSD-436)
[Payment Automation] Payment Automation settings menu has been moved to allow for a smoother setup flow (SSD-1017)
Bug Fixes:
[Approval Automation] Comma at the end of "Email Template Record Fields" no longer causes error (SSD-250)
[Payment Automation] "Your account does not have access to this entity" error is no longer incorrectly displayed when creating a new business entity (SSD-506)
[Advanced Vendor Onboarding] Collection of contact information for individual type vendors no longer creates an error preventing form from applying (SSD-535)
[Dashboard - Bundle] Journal entries are excluded from the dashboard reminder to show accurate number of checks to be printed (SSD-551)
[Payment Automation] Bill payments over $500,000 sync to Automate to allow for payment through methods other than ACH (SSD-940)
[OCR - Automate] Restore PO lines button correctly appears again (SSD-997)
[OCR - Automate] Resolved error preventing “To Submit” and “To Approve” searches from returning results in certain accounts. (SSD-1028)
Automate 2024.1.6 (2024-03-01)
New Features:
[Payment Automation - Checks] Email remittance notifications are now sent to payees for payments released via check (SSD-914)
Changes:
[Payment Automation - All] Improved functionality to update preferred payment method on a vendor. (SSD-959)
[Payment Automation - Checks] Signature field now required during check setup for a business entity (SSD-942)
[Payment Automation - All] Improved support of dark mode during business entity onboarding (SSD-947)
Bug Fixes:
[Payment Automation - Checks] Correction of transaction history table to support check printing (SSD-950)
[Vendor Request] Vendor request reject button was not capturing rejection reason in NetSuite 2024.1 (SSD-984)
[Payment Automation - All] Various date corrections that were not showing as expected on emails and UI (SSD-1001, SSD-1004)
Automate 2024.1.5 (2024-02-23)
New Features:
[Payment Automation - ACH] A CSV with remittance details will automatically be attached to emails sent to payees if there are more than 25 remittance detail lines when sending ACH payments. The email body will still continue to show all remittance lines. (SSD-835)
[Payment Automation - Checks] The Automate payment transaction id will now be included in the memo on all checks. This provides a globally unique identifier to help look up a payment in NetSuite. (SSD-951)
[Payment Automation - All] If a payment is voided in NetSuite, it will attempt to automatically be removed from the Release Payee Payment page in Automate, assuming the payment hasn't been released yet. If a voided vendor bill payment hasn't yet appeared on the Release Payee Payment page, it will be preventing from showing up as available to be released. (SSD-866)
[Payment Automation - ACH] If money failed to transmit via ACH, additional information regarding the reason for the failure has been added to the email notification sent to the business entity. (SSD-939)
[OCR - All] Added an optional setting to OCR settings to stop PO line auto-matching when dealing with POs with a large number of lines. This can be used to work around edge cases that exceed the limits of NetSuite, but is not something that should be enabled by default. (SSD-979)
Changes:
[Payment Automation - All] New Business Entities being onboarded will now show via a status if a funding source needs to be added. (SSD-902)
[Payment Automation - ACH] Add a clearer ACH debit warning when adding and verifying a funding source (SSD-904)
[Payment Automation - Checks] Payee payments to be paid via check will show as not ready for release if check printing has not been enabled for a business entity. (SSD-917, SSD-921)
[Payment Automation - All] Removed payment description from payee payment detail popup, as it was not used by payee payments. (SSD-928)
[Platform] Automate accounts no longer need to be activated before they can be used in Sandbox (SSD-999)
Bug Fixes:
[OCR - Automate] The loading animation when creating new bills was not displaying as expected (SSD-821)
[Payment Automation - All] Depending on the payee onboarding response, it was possible to encounter an error approving payees identified as individuals. (SSD-876)
[Payment Automation - ACH] The "New Balance Transfer" button was appearing on the business entity before balance transfers were able to be entered. (SSD-903)
[Platform] The check preview and help documentation was not displaying as expected in our external automate UI (SSD-906)
[Payment Automation - ACH] Users were able to request balance transfers over the max limit, resulting in ACH failures when trying to release ACH balance transfers (SSD-958)
Automate 2024.1.4 (2024-02-22)
New Features:
None
Changes:
[Three Way Match] The “Not Received” variance will only be reported if the line on the bill has a quantity other than 0 or an amount other than $0. It is no longer a requirement to remove the 0 quantity lines from the bill to prevent a variance from being reported. (SSD-992)
Bug Fixes:
None
Automate 2024.1.3 (2024-02-19)
New Features:
None
Changes:
None
Bug Fixes:
[OCR and Invoice Scanning] The "Restore PO Lines" button was not appearing as expected starting in 2024.1.1 when creating a new bill from the invoice queue. (SSD-996)
Automate 2024.1.2 (2024-02-14)
New Features:
None
Changes:
None
Bug Fixes:
[Platform] Resolved error preventing some NetSuite accounts from linking to Automate after installation of the SuiteApp (SSD-980)
Automate 2024.1.1 (2024-02-13)
New Features:
None
Changes:
[All] All bundles and SuiteApps have updated their version number to 2024.1.1 to reflect compatibility with NetSuite 2024.1
[OCR and Invoice Scanning] Removed dependency on Ext JS which will be removed in a future release of NetSuite. This impacts the progress dialogs shown on the screen when manually uploading invoices. A replacement for this dynamic UI functionality has been added without the use of NetSuite's Ext JS library. (SSD-873)
[Advanced Check Printing] Removed dependency on Ext JS which will be removed in a future release of NetSuite. This impacts the progress dialogs shown on the screen when printing checks. A replacement for this dynamic UI functionality has been added without the use of NetSuite's Ext JS library. (SSD-874)
[Advanced Document Management] Removed dependency on Ext JS which will be removed in a future release of NetSuite. This impacts the loading dialogs shown on the screen when attaching new files. A replacement for this dynamic UI functionality has been added without the use of NetSuite's Ext JS library. (SSD-872)
Bug Fixes:
[Approval Automation] Super approve and reject dialogs where not working as expected in NetSuite 2024.1. (SSD-936)
[OCR and Invoice Scanning] The progress bar shown while uploading PDF invoices was not displaying as expected in NetSuite 2024.1. (SSD-962)
[Real-Time 3-Way Match] The reasons for variances were not being capture and stored on the Vendor Bill as expected in NetSuite 2024.1. (SSD-969, SSD-966)
[Real-Time 3-Way Match] The variances found dialog was not closing as expected after pressing the cancel button in NetSuite 2024.1. (SSD-968)
[Real-Time 3-Way Match] The payment hold override dialog was not working as expected in NetSuite 2024.1. (SSD-967)
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