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Avalara CertCapture 6.1 Release Notes

This article applies to:Avalara CertCapture

Read the release notes to learn about the latest additions, changes, and fixes to CertCapture 6.1. 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 6.1.7, May 7, 2015

  • Changes to customer information in CertCapture automatically update in AvaTax
  • If you log in after a time out it will automatically direct you to the screen where you left off
  • You can now create and share permanent URLs that navigates directly to the customer information. Ensure that the person accessing this URL is signed in to CertCapture.

April 2015 releases

April 29, 2015

  • Avalara release 6.1.6
  • Added import or mass update feature for the Attention Name field in the customer records 
  • You can now see the status messages for outbound faxes in the History tab of a customer
  • You can now see your permission levels details in the rightmost column of the dashboard
  • Added additional advanced search functions, Single Certificate and PO Box, for filtering the data for a report
  • When you select Others as the Reason for an invalid letter, the notes section is automatically populated

April 10, 2015

  • Avalara release 6.1.5
  • Updated content library to include latest the W-9 form template (December 2014 version)
  • Added file format support for customer and certificate records
  • Added WalkMe support
  • Added the option of enrolling for automated API performance email notification for data transfer
  • Added the option of using email and fax cover letters as email templates
  • Improved screen layouts for better customer experience

March 2015 releases

March 27, 2015

  • Avalara release 6.1.4
  • You can now track invalid documents within a campaign
  • Added SST system settings to support SST and Non-SST certificates
  • Updated Public API and WebPortal Documentation sites
  • Added automated notification when a user finishes filling an exemption certificate in the WebPortal. Individuals requesting a exemption certificate through the WebPortal can now opt to receive an email notification on completion of the document.
  • Updated Federal upholding exemption certificates available in the WebPortal. Simplified W-8 and W-9 instructions.
  • Added additional data support for W-8 and W-9 forms. Vendors completing these forms can now see their entry and selections saved in the Customer fields for Exempt Payee Code, FATCA Reporting Code, and Withholding Taxes.

March 12, 2015

  • Avalara release 6.1.3
  • Added sample cover letters for use with invalid, expired, or missing certificate campaigns
  • Changed the default system settings to make setup easier
  • Simplified the web portal instructions for submitting certificates
  • Added an application screen to simplify setting up the connection between CertCapture and AvaTax
  • Added support for file uploads that contain no data
  • Added fields for entering contact names during the certificate validation process

February 2015 releases

February 27, 2015

  • Avalara release 6.1.2
  • Updated the support links listed in the footer of the CertCapture interface
  • Improved the data processing speed of the job manager
  • Added form DR-13, the Florida Annual Resale Certificate for Sales Tax

February 19, 2015

  • Avalara release 6.1.1
  • Improved search speed by 30%
  • Added drop-down menu to advanced search filters
  • Rebranded the WebPortal certificate request tool to differentiate it from the CertExpress buyer tool

February 12, 2015

January 2015 releases

January 30, 2015

  • Avalara release 6.1
  • Improved certificate campaigns to allow multi-round certificate requests, each with targeted messaging and customized delivery
  • Added interactive on-screen labels for W-9 document data
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