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Avalara CertCapture 6.8 Release Notes

This article applies to:Avalara CertCapture

Read older release notes to learn about the previous additions, changes, and fixes to CertCapture. For more detailed information about CertCapture, see the CertCapture Guide.

See the latest release notes.

March 8, 2018

CertCapture release 6.8.9, March 8, 2018  

Fixed

  • Corrected an issue that prevented the ShipTo tab from loading properly for customers using excise licenses
  • Improved how the search engine handles queries that generate a very large number of results
  • PO Numbers containing special characters no longer cause intermittent errors when making API calls
  • Fixed an issue in the Validation menu that limited document previews to the first page of a document

February 22, 2018

CertCapture release 6.8.8, February 22, 2018  

Changed

Fixed

  • Repaired the unresponsive calendar modal for users validating documents on Google Chrome
  • Tweaked the Only Exposures from Search campaign setting so that customers with missing documents are properly included in new campaigns
  • Corrected intermittent issues that caused the Validate Documents page to load slowly
  • Improved performance of customer imports that include PO Numbers

February 8, 2018

CertCapture release 6.8.7, February 8, 2018  

Fixed

  • Improved performance of the Insights module
  • Fixed an intermittent loading delay when saving a new company
  • Corrected an issue that occasionally prevented downloads of documents marked Ready for Validation

January 25, 2018

CertCapture release 6.8.6, January 25, 2018  

Fixed

  • Improved performance of document uploads via fax
  • Eliminated an issue that caused occasional delays loading comments

January 11, 2018

CertCapture release 6.8.5, January 11, 2018  

New

  • Added the Limit to Only States From my Customer Search checkbox to campaign settings. This checkbox is available after doing a customer search with exposure zone filters.
  • You can now launch CertExpress from within CertCapture. In the footer, click Create a Certificate.

Changed

  • Selecting an invalid certificate record in CertCapture for Retail displays its specific reason code

Fixed

  • Campaign response total changed when reviewing multiple rounds of campaign results
  • Customer exempt reasons couldn't be updated if the customer number contained an ampersand (&)
  • When viewing customer records, excise license and certificate exposure zones were highlighted in an incorrect color
  • Companies using only the federal withholding document type couldn't select exposure zones or use the W8/W9 template group
  • When editing a certificate, Custom Field values didn't align properly with the rest of the page
  • Attempting to download a document in the Ready for Validation stage caused "Unable to locate file" errors
  • Duplicate Document Categories couldn't be removed
  • The cursor changed when hovering over column headings that aren't clickable
  • Clicking the Verification Link when adding Washington as an exposure zone during validation loaded an incorrect page
  • The Apply to Customer Exposure Zones Only checkbox limited customer zones based on ship-zone instead of ship-state

January 5, 2018

CertCapture release 6.8.4.1, January 5, 2018  

Changed

  • Minor enhancements and fixes

December 14, 2017

CertCapture release 6.8.4, December 14, 2017

Changed

  • Campaign and Round Insights are now available only after a campaign round has been sent
  • Enter single digit values entered in the Exempt % field during validation
  • Sorting documents by Source is much faster

Fixed

  • Fixed an issue where reloading the Campaign page opened the incorrect tab
  • Fixed an issue that made some document uploads sent via fax unreliable

November 30, 2017

CertCapture release 6.8.3, November 30, 2017

Changed

  • Improvements to Campaigns:
    • The Valid Certificates (Non-Exposure) checkbox is now Override (Send to All Customers from Search) and is no longer checked by default
    • The entries in the Based On column of your Campaign Overview now match the options selected during campaign creation
  • When validating a certificate, the Tax Classification field is now required
  • When validating a certificate, the LLC Tax Classification custom field is no longer required
  • We've cleaned up some capitalization and formatting inconsistencies

Fixed

  • Fixed an issue that caused inaccurate values within the Data Entry > All Companies menu
  • Fixed an issue that caused the "Please enter change note for update" error message even when a note was properly entered
  • When validating exemption certificates, removing the effective date prevented validation
  • Some certificate fields didn't display properly during certificate validation
  • Fixed an issue that prevented the creation of resale tax exemption certificates in the state of Pennsylvania via CertCapture for Retail
  • On the View Responses tab of a Campaign, customer checkboxes are now read-only

November 16, 2017

CertCapture release 6.8.2, November 3, 2017

Changed

  • Improved ExciseCapture

Fixed

  • Fixed bugs

November 3, 2017

CertCapture release 6.8.0, November 3, 2017

New

  • Campaign Insights let you:
    • Quickly discover how your campaigns are performing
    • Export campaign details for a deeper offline analysis in Excel

Changed

  • Updates to the Exemption Matrix let you:

    • Automatically update when new updates are released. Turn this off or on in your settings. (It's turned on by default.)

    • Choose which updates you’d like to use if you don’t have auto-updates enabled. We’ll let you know when updates are published.

    • Easily tell whether your Exemption Matrix matches the default settings with green check marks in individual cells

    • Reset individual cells, entire rows, columns, or the entire Exemption Matrix. Previously, the only reset option was for the entire Exemption Matrix.

  • Improved the certificate and document bulk printing (a.k.a. export) experience by communicating the 10k printing limit and letting you know when you’re attempting to exceed it

  • In CertCapture for Retail, view historical documents without including pending documents. Previously these were combined in one grid.

  • Added new fields to the customer search results for ExciseCapture:

    • Override Create Date

    • Override Effective Date

    • Override Expiration Date

    • Tax Number (FEIN)

Fixed

  • Notification emails are now generating for certificates generated through the ecommerce plug-in.
  • TIN Check error messages sometimes displayed when the company FEIN matched the SSN of a deceased person. These error messages have been improved and now only apply to a SSN match.
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