New Features

Welcome to Collect! Version 13.8. This latest version has several new features and functionality, as well as several optimizations and enhancements to existing features.

The full revision history is available to Members via the Member Center.

Display And Environment

Added " Client Portal Attachment Classes" to the Screens and Messages form to control which Attachment classes can appear in the client portal.

Added Mode and Email to the WIP To Do List.

Added support for mode "V" to be visible in the WIP list.

Converted various Day Sheet number values from 16 bit to 32 bit.

Increased TCN API key size to 998, as per TCN.

Added JMD and PHP to the currency list.

Added "Exclude from statement printing" to the Client Settings form which, when enabled, will not include that client when printing statements.

Set "Assigned By" and "Originator" on the Contact records to be foreign reference fields so they will show the operator pick list in Edit Search Criteria.

Enhanced the sequence numbers to reset the value if the highest value in the database is higher than the next value.

Added "Restrict to Email Destination" to the Print Report form to restrict batch emails to the report definitions that have the Email destination.

Financials

Added support for tax rates 2 to 4 for non- breakdown transactions.

Disabled accrued interest posting when reactivating a debtor. Accrued interest should have been posted on account closure. Reactivation should result in user reviewing the interest.

Payment Processing

Rewrote the Payment Processing Module. The new version of the module supports multiple gateways, multiple currencies, group payments, and more. The redesign will allow for easier development of generally useful merchant providers and is designed to work with the REST API, so 3rd party providers, like chat bots, can initiate payments. The rewrite also adds new functionality, like Convenience Fee Plans on a per State level, PCI compliant encryption where the encrypted data is stored in Collect!, more detailed transaction details on the payment, and negotiation and settlement rules.

Updated and moved fields pertaining to the Legacy Payment Processing Module. It is still available for backwards compatibility, but will not be available in Version 14.

Upgrading To This Build

Please refer to How to Upgrade Collect! for details about upgrading your existing Collect! system to take advantage of the features and optimizations in this latest release.

If you are upgrading from Version 11 or earlier, this is a major revision and considered a paid upgrade.

Prior Releases

Version 13.7
Version 13.6
Version 13.5
Version 13.4
Version 13.3
Version 13.2
Version 13.1