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Avalara CertCapture 6.0 Release Notes

This article applies to:Avalara CertCapture

Read the release notes to learn about the latest additions, changes, and fixes to CertCapture 6.0. For more detailed information about CertCapture, see the CertCapture user guide. To see certificate library updates that show which forms have been added, removed, or updated within CertCapture’s form library, see history of form changes.

Latest release

CertCapture release 6.0.32, January 13, 2015

  • Added new web service calls (APIs) that allow other software to leverage more CertCapture functionality
  • Added the W-8BEN-E form, an IRS withholding certificate, to the web portal

December 2014 releases

December 16, 2014

  • Avalara release 6.0.31
  • Improved the usability of the web portal by adding UI navigation text
  • Simplified the auto-generated passwords for web portal customer campaigns 
  • Increased, to 60 days, the allowed customer response time for web portal certificate requests 
  • Improved certificate search when you click the back button after you select a certificate
  • Added editable customer fields for W-9 documents

December 2, 2014

  • Avalara release 6.0.30
  • Added Streamlined Sales Tax (SST) support of data required for audit compliance
  • Added and updated exemption forms for several states
  • Enhanced the bill-to / ship-to reporting tool by showing full customer information in the report
  • Extended data feed capabilities to improve search and reports

November 2014 releases

November 13, 2014

  • Avalara release 6.0.29
  • Added visual indicator for sending out bulk mail
  • Improved message center layout and usability
  • Updated Sabrix API integration to improve handling of messages
  • Added ability to link or unlink ship-to customers in the web API

October 2014 releases

October 30, 2014

  • Avalara release 6.0.28
  • Added user interface messages that help prevent accidental data deletion
  • Added feature to group certificates related to a project
  • Added feature to track transactions for a particular job
  • Increased the speed of processing large requests and campaigns of certificates
  • Improved the integration with AvaTax

October 15, 2014

  • Avalara release 6.0.27
  • Added automatic exposure zone updates based on newly uploaded certificates
  • Added dynamic template list that changes based on state and exposure reason selection
  • Improved the Vertex API integration
  • Added ability to search for data in custom fields
  • Improved control over which user types can add or edit certificates
  • Simplified the process for assigning certificates to multiple customers
  • Simplified unlinking customers from a certificate
  • Increased the level of detail for defining home-rule state exemptions
  • Added support contact information to the web portal
  • Added the ability to specify an address for certificate request mailings

September 2014 releases

September 26, 2014

  • Avalara release 6.0.26
  • Added ability to edit the legal name for a customer
  • Added support for company names with special characters
  • Added modified date as a search result element
  • Added custom date option for campaign cover letters

September 11, 2014

  • Avalara release 6.0.25
  • Added ability to select the source of a certificate
  • Added ability to search "X days from today"
  • Added several new forms
  • Added ability to delete a certificate from the certificate detail page
  • Added a function for linking one certificate to multiple customers
  • Added automatic API call to the accounting system when changes are made in CertCapture
  • Added equipment description field in company details
  • Improved handling of invalid email addresses in a campaign
  • Removed a blank screen during a certificate edit search
  • Fixed handling of manual customer deletions
  • Fixed the list of certificates that shows during a single campaign request
  • Fixed Javascript issue in Internet Explorer 10 and 11
  • Added customizable option for how the web portal collects certificate information
  • Fixed a problem that deleted additional customer records beyond the search query results
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