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  1. Overview
    Version 2020.1 reintroduces PayStreamZ!  PayStreamZ is a zero net cost implementation of PayStream.  The processor fees and Applied Innovation's fees are paid by the consumer directly to Applied Innovation.  This results in 100% of the principal payment being retained by your company.
    This version will be published to all current clients automatically on the evening of Wednesday, May 27, 2020. 
    No changes are required on your part.  
    Contact sales today to schedule a demo at sales@appliedinnovationinc.com!
  2. Overview
    Version 2019.6 enhances GreenLigthECO along with several other improvements across the suite.  his version will be published to all current clients automatically on the evening of Wednesday, February 12, 2020.  No changes are required on your part.  
     
    Feature Enhancements
    Added an interactive report for all letters generated via GreenLightECO (PayStream, GreenLight)Added an interactive report for all exceptions generated via GreenLightECO (PayStream, GreenLight)Extended all communications to consumers to allow for exclusive SMS instead of email (PayStream)Added a landing page for GreenLightECO with customization content to help direct consumers to go paperless (PayStream, GreenLight)Added checking for federal holidays when sending electronic communications to consumers (PayStream)SMS notifications of new electronic letters to consumers will now link directly to the letter after authentication (PayStream, Papyrus, GreenLight)Refined password creation, update, and forgot processes (PayStream)Updated the Attachments grid on the detailed account inquiry to show all attachments for a packet, highlighting the currently selected account (CAW, Papyrus)Added an option to flag favorites on admin and client new message address book (CAW)Agency users can now define if they are available as a message recipient to client users by multiple criteria (CAW)Added client number column to the Legal Authorizations report (CAW)System will now remember the selected sub tab when viewing an account and switching between packet members (CAW)Updated Papyrus document types available for upload to a specific account to restrict by the source system of the account (Papyrus, CAW)Updated Papyrus grid showing documents on accounts to list by the agency's account number instead of client's account number (Papyrus)Bug Fixes
    PayStream Users report did not display entries for users who registered with phone number and not email address (PayStream) - FIXEDPayStream users could see a count of attached files on an account that did not match the number of actual files displayed (PayStream, Papyrus) - FIXED%LastName% and %FullName% variables were not populating appropriately on consumer notifications (PayStream) - FIXED
  3. Overview
    Version 2019.4 introduces GreenLigthECO!  ECO is a combination of GreenLight and Papyrus that allows for TCPA authorizations and electronic communications with consumers. This version will be published to all current clients automatically on the evening of Wednesday, September 25, 2019.  No changes are required on your part.  
     
    Feature Enhancements
    Electronic consumer communications with TCPA approval (GreenLightECO)Hiding the Google maps element if no physical address is defined on a location (PayStream)Password resets now send a time sensitive PIN rather than a completely new password to the registered email/phone number (PayStream)Added a Title property to the user setup (CAW)Added the sending user details to the "Message Waiting" email notifications (CAW)Bug Fixes
    Clicking on Home tab Calendar or Utilization Overview links resolve entire Transaction Report (PayStream) - FIXEDPayStream admin payment creation would not allow you to deselect all accounts in grid (PayStream) - FIXED
  4. Overview
    Version 2019.2 introduces several enhancements to PayStream along with some bug fixes. This version will be published to all current clients automatically on the evening of Wednesday, April 17, 2019.  No changes are required on your part.  
     
    Feature Enhancements
    PayStream users can now make payments on accounts grouped by their optimally determined wizard (PayStream)Merchant processor can be set based on the individual funding such as credit card or ach (PayStream)PayStream reports will now remember the last options setup and automatically reload with those options (PayStream)Bug Fixes
    Removed odd characters showing up on screen when viewing account grids (PayStream) - FIXEDStatus filtering on the transaction report did not reset after reloading the report (PayStream) - FIXEDDrop-down filter icon in reports needed to be pressed twice (PayStream) - FIXEDStair-step history report caused errors trying to export to CSV or tab-delimited (CAW) - FIXED
  5. Overview
    Version 2019.1 adds flexibility for available funding methods of payment plans along with several bug fixes. This version will be published to all current clients automatically on the evening of Wednesday, February 20, 2019.  No changes are required on your part.  
     
    Feature Enhancements
    Ability to create custom funding types with distinct fee schedules and disclaimer language (PayStream)Ability to remove display of $0.00 fees (PayStream)Bug Fixes
    Recalling a message did not display the success dialog until the next tab reload (CAW) - FIXEDSorting by the From column in the Unread Messages widget resulted in an error (CAW) - FIXEDThe drop-down menu for moving a message would show the wrong list of folders depending on the context (CAW) - FIXEDAttempting to filter columns in the Exceptions Report would result in an error (Papyrus) - FIXEDEditing a payment plan with a large number of future payments occasionally had an error with the date picker (PayStream) - FIXEDEditing a payment plan with a single payment did not display the fee information (PayStream) - FIXEDStyling issue when viewing the payment summary when a recent payment warning is displayed as well (PayStream) - FIXED
  6. Overview
    Version 2018.4 added several improvements to the flexibility of both CAW and PayStream such as the ability to designate which field is the displayed balance field for clients.  Along with this are numerous other improvements and bug fixes. This version will be published to all current clients automatically on the evening of Wednesday, September 5, 2018.  No changes are required on your part.  
     
    Feature Enhancements
    The balance field used for display to clients can now be specified at the client level allowing for different balances shown between CAW and PayStream (CAW & PayStream)Created a funding level option to apply fees to the initial payment only (PayStream)Added configuration for a reply to address for all system notifications (CAW & PayStream)Consumers will now see single future dated payment plans and be able to interact with GreenLight authorizations (PayStream & GreenLight)Display of Papyrus documents associated with an account on the Inquiry tab will now be restricted to the user's document type permissions (Papyrus)Bug Fixes
    A pop up warning would display about no clients selected when using the step navigation buttons in report builders (CAW) - FIXEDClient descriptions including a double quote would cause errors on the Uploads tab (CAW) - FIXEDAgencies with a long list of fields could not see the entire list when creating conditional statements (CAW & PayStream) - FIXEDNew users setup would require a password change even when the change password checkbox was not selected (CAW) - FIXEDEditing a pending payment with a date in the past would result in a 500 error (PayStream) - FIXEDAdding and removing columns in the PayStream Transactional Report had unexpected results in Internet Explorer (PayStream) - FIXEDStatistic reports added to the Home tab would display with misaligned columns (CAW) - FIXED
  7. Overview
    Version 2018.3 delivers linking of Papyrus documents to accounts allowing for delivery of documents to the consumer via PayStream.  Along with this are numerous other improvements and bug fixes. This version will be published to all current clients automatically on the evening of Wednesday, August 1, 2018.  No changes are required on your part.  
     
    Feature Enhancements
    Papyrus documents can be associated with a specific account and made visible to ClientAccessWeb and PayStream (Papyrus, ClientAccessWeb, PayStream)Tracking of the processor's batch number on transactions (PayStream)Improved the ability of the PayStream Transactional Report to maintain state across grouping, sorting, filtering, paging, and column show/hide (PayStream)Added option to protect the account number field from modification when using PayStream Xpress enhanced validation (PayStream)Added optional internal payment id value to be included on the download of the payment plans (PayStream)Added the payment confirmation code and processor transaction id to the download of payments (PayStream)Updated compliance verbiage (PayStream)Added Debit Card as a standard funding option (PayStream)Added the payment execution date/time to PayStream Transactional Report and the download of payments (PayStream)Added the payment creation date/time to PayStream Transactional Report (PayStream)Removed timestamp from the payment date column in the PayStream Transactional Report (PayStream)New configuration option for allowed funding types for agency users creating payments (PayStream)Added PayRazr as a supported processor (PayStream)Files attached to placement templates can be automatically associated with the returned accounts from the collection software (CAW)Enhanced indexing service for document processing (Papyrus)Bug Fixes
      DOB fields gathered in PayStream Express would show a timestamp of 00:00:00 in addition to the date value (PayStream) - FIXED  Payment type Radio buttons and labels overlap on PayStream Xpress when using Firefox (PayStream) - FIXED  Talk list column headers displayed internal database values instead of friendly values (CAW) - FIXED  A colon used in the client description would cause files uploaded to associate with the next client in the list (CAW) - FIXED  Submit and print on placement templates would print a blank form in Chrome (CAW) - FIXED
  8. Overview
    Version 2018.2 introduces a new workflow feature called the task list.  Tasks can be automatically imported as part of the daily update file which assigns specific prompts for feedback from a client. This version will be published to all current clients automatically on the evening of Wednesday, May 30, 2018.  No changes are required on your part.  
     
    Feature Enhancements
    Task List feature set (CAW)Bug Fixes
    PayStream Xpress with enhanced validation turned on would display an internal account id number instead of the agency account number on receipt and download (PayStream) - FIXED
  9. Overview
    Version 2018.1 focuses on numerous infrastructure and security improvements.  Most of the changes in this release will not be noticed by the everyday user. This version will be published to all current clients automatically on the evening of Wednesday, January 24, 2018.  No changes are required on your part.  
     
    Feature Enhancements
    Support for multiple merchant accounts when creating payments and payment plans (PayStream)Ability to customize the administrative client number - must be done by Applied support staff (CAW)Added support for AchWorks as a payment processor (PayStream)Bug Fixes
    The header record for the comments field of the Edits.txt file read "Cancel Reason" instead of "Comments" (CAW) - FIXEDAn internal error would occur, but not display on screen, when running any statistical report and canceling the input fields (CAW) - FIXED
  10. Overview
    Version 2017.6 adds several enhancements to the use of PayStream and GreenLight.  This version will be published to all current clients automatically on the evening of Wednesday, October 18, 2017.  No changes are required on your part.  
     
    Feature Enhancements
    Support for multiple authorization templates (GreenLight)Ability to customize field data sent to an authorization template (GreenLight)Added more meaningful information to the error message displayed when unable to create a payment or plan in admin (PayStream)Additional field prompts will automatically populate if linked to an account field when using enhanced validation (PayStream)Updated 404 redirect handling (PayStream)Attempts to access the receipt page from a prior express payment will redirect to the default page (PayStream)
     
  11. Overview
    Version 2017.5 announces the administrative portal for our GreenLight product as well as several general improvements.  This version will be published to all current clients automatically on the evening of Wednesday, September 13, 2017.  No changes are required on your part.  
     
    Feature Enhancements
    Administrative portal for reviewing authorization effectiveness and updating settings (GreenLight)Added an option to allow a consumer to specify which accounts to include in the negotiation of a payment (PayStream)Created a direct link from PayStream to view the GreenLight authorization associated with the given payment plan (PayStream/GreenLight)Added a new user parameter that defines the maximum number of day past the date of assignment that the user may request cancellation of an account (CAW)
  12. Overview
    Version 2017.4 introduces several client requests such as improvements for upcoming credit reporting requirements regarding medical insurance payments.  Several bugs fixes and performance improvements are included as well.  This version will be published to all current clients automatically on the evening of Wednesday, July 5, 2017.  No changes are required on your part.  
     
    Feature Enhancements
    The account numbers in the PayStream Users report link to the specific account in Inquiry (PayStream)Created a client level flag for allowing medical insurance payments.  This adds a new option to the Report Payment feature for Insurance payment.  (CAW)Added options to mark messages as read/unread (CAW)Added option to require the setup of challenge questions for password recovery (CAW)Improved the performance of the permission editor of Client Report Manager with larger client databases (CAW)Improved the performance of the PayStream Users report (PayStream)Set the maximum first payment date to 90 days from current date for any payment plan requiring an authorization (GreenLight)Updated the displayed category for various PayStream and GreenLight reports (PayStream, GreenLight)Bug Fixes
    Icons would disappear in the Detailed Icons view of Reports when using the WebBlue theme (CAW) - FIXEDResending an authorization notification multiple times while switching between text and email could resend in the wrong format (GreenLight) - FIXED
  13. Overview
    Version 2017.3 introduces and exciting new product to the Applied Innovation suite:  GreenLight.  GreenLight is a payment authorization system that automates and simplifies Reg-E requirements when creating payments and payment plans.  This version will be published to all current customers automatically on the evening of Wednesday, April 12, 2017.  No changes are required on your part.  
     
    Feature Enhancements
    Introduction of GreenLight payment authorization systemOption enhanced validation of account information submitting a payment on PayStream Xpress (PayStream)Balance Consideration feature can now factor in the current account status as well as the current balance (PayStream)Single payment plans will now show in the Archived Payment Plans Report (PayStream)Administrative login can now be restricted to specific IP addresses (CAW)Forgot password features can now email a temporary password in addition to the challenge questions (CAW) 
  14. Overview
    Version 2017.2 focused on the upgrade of some internal controls used throughout the site increasing performance and functionality.  Several bugs fixes and usability improvements were addressed as well.  This version will be published to all current customers automatically on the evening of Wednesday, March 29, 2017.  No changes are required on your part.  
     
    Feature Enhancements
    Creating payment plans will now divide the payment based on the full balance rather than omitting extra pennies not equally divisible (PayStream)Disabled ability to change the settlement status of an active payment plan (PayStream)Header content will now be the same width as the main container to prevent display issues when left or right aligned (PayStream)Set fixed column width for Admin settings labels to prevent large label columns (PayStream)Payment plans modifications will no longer overwrite individual payment edits if made within the same session (PayStream)Removed display of "Show Hidden Reports" toolbar and button when logged in to admin (CAW)Changed label of Last Login Date to Last Login Attempt on the User Administration grid (CAW)Changed button text from Continue and Return To Login to Submit and Cancel, respectively, when using Forgot Password (CAW)Moving or deleting a message while viewing the message itself will now refresh the current message grid after completion (CAW)Set autocomplete attributes to off for any login credential (CAW)Set all date/time filters to in grids to match date regardless of time (Papyrus)Bug Fixes
    User Login History columns and headers misaligned in certain skins (CAW) - FIXEDClient Administration and User Administration could have a large whitespace to the left of the grid in certain skins (CAW) - FIXEDEULA Text setting was incorrectly displaying the input as a small textbox rather than an HTML editor (CAW) - FIXEDAny HTML content in Admin settings defined without text, such as an image file only, would not render properly (PayStream) - FIXEDPayStream misspelled as PaySream in Admin settings (PayStream) - FIXEDRemoved extra "Accepted Cards" label when editing a non-credit card funding type (PayStream) - FIXEDFiltering the Files grid using special characters such as \ would return no results (Papyrus) - FIXEDRecord count disappears if only one page of results (Papyrus) - FIXEDUnable to export Active/Archived Payment Plans Report or PayStream Users report to PDF (PayStream) - FIXEDExport of Edit Requests report to PDF could generate an error if multiline comments where present (CAW) - FIXED
  15. Overview
    Version 2017.1 introduces some options for automated payment tasks as well as better transaction handling.  This version will be published to all current customers automatically on the evening of Wednesday, February 8, 2017.  No changes are required on your part.  
     
    Feature Enhancements
    Created an optional system for timing of automated tasks such as executing scheduled payments and emailing payment notifications that allows these tasks to occur during an agency's business hours (PayStream)Enhanced handling of voided transactions within the USA ePay system (PayStream)Bug Fixes
    Special characters such as # in the billing address fields when creating an admin based payment plan could generate an error (PayStream) - FIXED
  16. Overview
    Version 2016.7 contains several new features for PayStream.  This version will be published to all current customers automatically on the evening of Wednesday, October 5, 2016.  No changes are required on your part.  
     
    Feature Enhancements
    Updated admin created payment plans by dollar amount to include an additional payment for any remaining amount not equally divisible into the balance (PayStream)Added a prompt for customer billing fields (if enabled) to admin created payment plans (PayStream)Updated consumer dashboard to display more meaningful information when payment plans are customized by an admin (PayStream)Updated administrative active and archived payment plan reports to display more accurate information when payment plans are modified (PayStream)Bug Fixes
    Payment plan file download could result in an error if an account referenced by a plan had been deleted (PayStream) - FIXEDMessage signature could be truncated if length is over 1000 characters (CAW) - FIXED
  17. Overview
    Version 2016.6 contains several new features for PayStream.  This version introduces many small enhancements including recurring settlements,  modification of individual payments within a plan, and the ability to have a BCC on all consumer emails.  This version will be published to all current customers automatically on the evening of Wednesday, August 10, 2016.  No changes are required on your part.  
     
    Feature Enhancements
    Additional checking when creating a new payment plan to prevent missing information in the event of a communication error (PayStream)Synchronized timeouts between web interfaces and communications with third party processors (PayStream)Additional checking for invalid source data when validating new users (PayStream)Admin created payment plans will now default to the agency's configured time zone (PayStream)Changed the PayStream Xpress download file name from PayStreamNoAuthPayments.txt to PayStreamXpressPayments.txt (PayStream)Added the agency account number to the Invoice field in Authorize.net when creating payments (PayStream)Login failures will now return a generic failure message instead of detailed indicators for additional security (PayStream)Created an optional setting for an agency designated BCC for all email communications to consumers (PayStream)Created an optional setting to include single payment plans in the payment plan download file (PayStream)Added an additional column of information to the payment plan download file to indicate if the plan was created by a consumer or admin (PayStream)Individual payments in a payment plan can be modified without affecting the rest of the plan (PayStream)Added a new column to the PayStream Active and Archive Reports showing the list of account numbers and clients included in the plan (PayStream)Created a new payment wizard step for Recurring Settlement allowing a settlement spread across multiple payments (PayStream)Bug Fixes
    Pressing Enter when entering incomplete credit card details could return a 500 error (PayStream) - FIXEDSorting by the Changes column in the Edit Requests report generated a 500 error (CAW) - FIXED 
    Webinar schedule to be announced
  18. Overview
    Version 2016.5 contains exciting new features for PayStream.  This version introduces the ability to let PayStream actively check the current balance of accounts prior to executing any scheduled payment.  Additionally the system can dictate how to handle the payments should the balance be lower than the payment amount, whether that is to execute the payment for a reduced amount or to skip the payment altogether.  This version will be published to all current customers automatically on the evening of Wednesday, July 6, 2016.  No changes are required on your part.  
     
    Feature Enhancements
    Ability to consider the current balance of accounts when executing payment plans (PayStream)SSNs will now always be masked to only show the last 4 digits on the consumer side (PayStream)Added the FriendlyMessage field to the PayStream Transactional Report and the payment download file (PayStream)Required Username/Password fields to be filled out prior to submitting (PayStream)Updated dashboard language and counts to be more meaningful (PayStream)Implemented a new payment status of "Unprocessed" for any past payment that was not and will not be executed (PayStream)Any credit card transactions executed immediately will no longer have an additional AUTH ONLY transaction (PayStream)Added a support configuration to globally disable consumer funding AUTH ONLY transactions used for verifying a payment account (PayStream)Billing field prompts will no longer display if the user selected a saved payment source (PayStream)Added progress indicators to all payment and payment funding actions (PayStream)Removed the week number column from the date picker on the admin payment creation page (PayStream)Ability to create a custom End User License Agreement (EULA) that users must agree to prior to using the site and optionally at regular intervals (CAW)Bug Fixes
    Forgot password would send multiple emails with new passwords when using Internet Explorer (PayStream) - FIXEDPressing the Enter key when completing the credit card information on an admin created payment/plan causes an error (PayStream) - FIXEDDate filtering in file grid did not return all expected results (Papyrus) - FIXEDBilling fields entered through Manage Payment Sources were not being sent to the processor (PayStream) - FIXEDFilter icon could be hidden due to column sizing in the PayStream Transactional Report (PayStream) - FIXEDBrowser refresh after adding a new payment source could submit a duplicate (PayStream) - FIXEDPressing the Enter key on various forms when using Firefox could result in unexpected behavior (PayStream) - FIXED 
    Webinar schedule to be announced
  19. Overview
    Version 2016.4 introduces a number of efficiency and performance improvements.  The primary improvement is to the User Administration grid.  In addition, we have improved many usability features within the site and addressed some minor bugs.  This version will be published to all current customers automatically on the evening of Wednesday, May 25, 2016.  No changes are required on your part.  
     
    Feature Enhancements
    Significant performance improvements on User Administration in larger installations (CAW)Separated password lockout enforcement by number of invalid attempts from those locked out by inactivity (CAW)Updated password input fields to allow for special characters typically rejected by web services (CAW)New client creation now requires at least one database field be visible to the end user (CAW)Duplicate email checking creating a new PayStream user while creating a new payment plan through Admin (PayStream)Better handling of modifying and archiving payment plans funding by Mail or Office (PayStream)Added mobile and browser icons for PayStream across all platforms (PayStream)Added format checking to the company URL in Admin Site Settings (all products)Bug Fixes
    Setting a default tab to something other than Home could cause the dashboard to load incorrectly when navigating back to Home (administrative website) - FIXEDRecalling a previously sent message did not complete properly (CAW) - FIXED
  20. Overview
    Version 2016.3 continues our enhancements to our PayStream product.  Several back end efficiency and performance improvements were made along with enhancements to the communications with our partner processors.  In addition, we have improved many usability features within the site and addressed some minor bugs.  This version will be published to all current customers automatically on the evening of Wednesday, May 18, 2016.  No changes are required on your part. 
     
    Feature Enhancements
    Efficiency enhancements to scheduled payment tasks such as executing scheduled payments, querying the status of previous payments and sending notifications of upcoming payments (PayStream)Created a new setting for custom language regarding authorization transactions (AUTH ONLY) when creating payments and plans (PayStream)Updated field spacing on the administrative payment plan modification for better readability on screen (PayStream)Added the current funding information to the screen when modifying an existing payment plan (PayStream)Consistency changes regarding fee calculation when creating a payment plan (PayStream)Changed the default time zone for newly created users to match that of the main site settings instead of Pacific (CAW)Enforced removal of all white space, including tabs, in the client number when adding new clients (CAW)Bug Fixes
    Admin created payment plans that are not successful could still display a success pop up in addition to the failed information on screen (PayStream) - FIXEDUnable to archive a legacy payment plan (PayStreamZ) - FIXEDPressing the Enter key when working on the User Administration grid could sometimes trigger an edit command on the first item in the grid (CAW) - FIXEDDocument Type column could occasionally display a date value rather than the document type name (Papyrus) - FIXED
  21. Overview
    Version 2016.2 introduces a new feature within PayStream that allows a consumer to store their credit card or bank account information for easy reuse when creating new payments.  In addition, we have improved many usability features within the site and addressed some minor bugs.  This version will be published to all current customers automatically on the evening of Wednesday, April 6, 2016.  No changes are required on your part. 
     
    Feature Enhancements
    Consumers can now save funding types for future use (PayStream)Central management of customer stored payment accounts for credit card or ACH (PayStream)Enhanced payment processor communications (PayStream)Added payment authorization methods to all processors to ensure account information is accurate prior to execution of a payment (PayStream)Enhanced error trapping and handling (all products)Updated the payment plan creation workflow to show the frequency (monthly, weekly, etc.) in addition to the number at all times (PayStream)Changed the payment date labels to read "Payment Date" for a single payment and "Start Date" for a payment plan (PayStream)Changed the "Current Balance" label to "Plan Balance" in the administrative payment plan management (PayStream)Updated the PayStream Calendar widget to not include stopped payments in any figures (PayStream)Change the confirmation page header to read "Confirm Payment" instead of "Create Payment" (PayStream)Updated handling of the comments field when modifying a payment plan from the administrative menu (PayStream)Improved performance accessing Sent Messages with a large number of message items (CAW)Automatic Client Processing now supports client numbers with special characters such as / and \ (Papyrus)Updated file reprocessing for a cleaner result (Papyrus)Updated search accuracy (Papyrus)Updated the message displayed when clicking on a non-previewable file (Papyrus)Enhanced document permissions when a user only has permission to a specific subset of clients (Papyrus)Bug Fixes
    In certain circumstances a packeted account with only a single packet member would not display properly after logging in (PayStream) - FIXEDUser was unable to add accounts to their PayStream portal if they had no accounts currently eligible for payment (PayStream) - FIXEDUnable to add Account Restrictions using the "Has a Value" or "Does Not Have a Value" options (PayStream) - FIXEDAttempting to modify an existing payment plan to a new payment method and the processor causes an error would archive the plan (PayStream) - FIXEDPressing the Enter key when completing the Captcha would trigger the Back button, not the Issue Payment button (PayStream Express) - FIXEDUploading a custom report to a client with notification turned on could result in a 500 error in rare conditions (CAW) - FIXEDError when attempting to replace a document from the On Hold report (Papyrus) - FIXEDAutomatic Client Processing was case sensitive when searching for existing clients (Papyrus) - FIXEDUnable to unsubscribe from a document type (Papyrus) - FIXED
  22. Overview
    Version 2016.1 focuses on usability enhancements and efficiency improvements across all products.  This version will be published to all current customers automatically on the evening of Wednesday, February 10, 2016.  No changes are required on your part. 
     
    Feature Enhancements
    All administrative user management is now handled from the Admin tab under the Users section.  The user list will now include both client and agency users (CAW)Tab names can be customized.  This is available from the Admin tab under the Tab Names section.  Changes to the tab names are site wide for all users. (CAW)Users can now specify their default tab to load on login.  This is available from the Settings menu under the Default Tab section (CAW)Tabular Report has been relabeled to ReportModifying the number of messages to display per page on the Messages tab will be remembered and used on subsequent logins (CAW)Enhanced internal error logging on all productsOptimization changes to the file import process via Conduit to prevent possible deadlocks and timeouts for users active on the site at the time of importUpdated editing of recent entries in Placements to show a list of any attached files with options to remove (CAW)Updated timing of the error message display if a user tries to upload a file with a name longer than 97 characters (CAW)Refined the editing of agency users to ensure no loss of permissions if that user was currently logged in as a client (CAW)Removed the Metro Touch skin due to browser compatibility issues.  Agencies currently using Metro Touch will be automatically moved to MetroGeneral performance improvements by reducing unnecessary database calls or duplicate web requestsMore robust handling of payment querying for AchNow users (PayStream)Failed payment plans will no longer write to the NewPaymentPlans.txt download file (PayStream)Debt settlement text will now appear on the payment details for all pending or future payments (PayStream)Receipts generated for settlement payments will now include the appropriate debt settlement text (PayStream)Bug Fixes
    Internet Explorer did not show/hide the product specific tabs under the administrative login - FIXEDIcons and Detailed Icons views of the Reports tab in Google Chrome could cause the report name to be cut off - FIXEDMessage Folders with longer names containing spaces would wrap to two lines (CAW) - FIXEDPlacement template fields with a maximum data size on a particular field did not function as expected (CAW) - FIXEDAn error occurred if attempting to send a message to a user with a NULL value for an email address (CAW) - FIXEDLong funding disclaimers could overlap with the site disclaimer text on the create payment page (PayStream) - FIXEDAdding "Client Name" or "Client Description" to a payment wizard membership requirement can cause an error when attempting to login (PayStream) - FIXED
  23. Overview
    Version 2015.8 addresses a number of non-critical bugs.  This version will be published to all current customers automatically on the evening of Wednesday, December 30, 2015.  No changes are required on your part. 
     
    Feature Enhancements
    Improved account lockout functionality to allow for better handling of locked by admin user versus inactivity versus invalid password attemptsImproved the client selection box on the Uploads tab for better readability and searchabilityImproved the name formatting logic on the placement forms to better handle multi-part last namesGreatly increased the speed of Clear All Database functionalityAdded parent client number to the address book for searchability
     Bug Fixes
    Online activity history, such as cancellation requests and account edits, could be lost if the account database was cleared and reloaded - FIXEDMessage folders could display the wrong number of containing items after moving messages, deleting messages or emptying - FIXEDDashboard customization would show the widget cards with some of the descriptive text cut off - FIXEDEditing a current administrative user while that user was logged into a client could interfere with the active user session - FIXEDCertain actions could result in duplicate fields appearing in the selection boxes for the standard report builder - FIXEDDeleting a message from a folder other than Inbox would remove it permanently rather than move it to Deleted Items - FIXEDDownloading a previously uploaded report from Client Report Manager would display an necessary processing indicator - FIXEDUser last login date was not updating in a timely manner causing confusion on the User Administration grid - FIXEDDate Created column in the Reports grid and detailed icons was not used - FIXEDMislabeled "Logon" prompt in add/edit client to "Source System" - FIXEDDefault permissions did not load properly when adding a user during the new client setup walk-through - FIXEDUser was able to submit changes to the Precollect Report multiple times by repeatedly clicking Submit - FIXEDLarger input boxes such as comments where not wrapping properly when attempting to print from the new placement forms - FIXEDClicking the links for the Online Activity Reports from the Inquiry tab prior to loading the Reports tab would cause subsequent loads of the Reports tab to just reload the previous activity report - FIXEDUser session could sometimes timeout at the server prior to the display of the session timeout warning dialog - FIXEDSome aspects of the site could generate an error if the browser was set to a zoom value other than 100% - FIXEDAttachment download link would display even if the attachment was no longer available resulting in an error - FIXEDAdding a new document type could show an unnecessary prompt for green bar (Papyrus) - FIXEDEmail address information missing from the Modify Payment Plan screen (PayStream) - FIXED500 error could occur if a new user verification field was added that was a duplicate of the authorization field (PayStream) - FIXED
  24. Overview
    Version 2015.7 introduces some exciting enhancements to PayStream.  This version will be published to all current customers automatically on the evening of Wednesday, October 7, 2015.  No changes are required on your part. 
    Webinars will be available to demonstrate the new features.  The webinar schedule is included below as well as on the calendar on this site.
     
    New Features 
    Agency created payments and payment plansA permission based system that allows administrative users the ability to create PayStream payments through the administrative portal.  Payments are processed and handled just like any other payment made through PayStreamPayStream users will be able to see payments created by the administrative userPayStream can become a single point of processing for all electronic payments (consumer driven and agency driven)Payments and plans can be modified by agency usersPayStream payments can now be made outside of the need to create a user accountCustomizable payment capture pageDefine your own fields of information to gather from the userChoose the accepted payment methodsAll payments are handled by the same processing and reporting as the full PayStream siteIndependent of the main PayStream application.  You can use one, the other or both
     Additional Enhancements/Bug Fixes
    Comments entered on a PayStream payment will now display on the receipt and be included in the download filePayStream receipts and transaction details (pending payments and failures) can now be viewed from the PayStream Transactional ReportEmail notifications of payment status (reminder, scheduled, funded, and failed) include the full payment details or receiptThree additional fields of data in the downloaded file for PayStream Payment PlansAction (Create or Modify)Payment Dates (comma delimited list of each payment date and amount in the plan)Modified By (username of the agency user who modified or created the payment plan)Payment plan creation and modification now updates the list of future payments in real-time based on changesSingle email notification of payment status (reminder, funded, and failed) for users of PayStreamZError screen would display if a new PayStream user is created and the site is configured to send a welcome message from an agency user who had previously been deleted - FIXED
  25. Overview
    Version 2015.6 redesigns the front-end of the PayStream application to be mobile-first.  PayStream now functions seamlessly across smartphones, tablets and desktop computers with a greatly improved user experience.  
     
    This version will be published to all current customers automatically on the evening of Wednesday, August 26, 2015.  No changes are required on your part. 
     
    Webinars will be available to demonstrate the new features.  The webinar schedule is included below as well as on the calendar on this site.
     
     
     
    Additional Enhancements/Bug Fixes
    PayStream no longer displays the customizable receipt text on screen when a payment fails Added checking for presence of the State field for determination of states with "no fee" legislation in PayStream.  Adds the state field if it is not found The PayStream transactional report hide/show columns drop down will no longer reset to defaults when using the Clear Filter button The PayStream transactional report will now appropriately clear any filters applied to the Amount Status and Fee Status columns when using the Clear Filter button PayStream wizard steps now require at least $0.01 in the acceptable amount field The messaging system now correctly deletes messages from the Sent Items list The messaging system will no longer generate an error when replying to a message from a deleted user  
    Webinar Schedule
    To be announced