Avalara CertCapture Release Notes Archive

September 16, 2019

Release 6.10.31 and 6.10.31-1  

Fixed

• Certificates added with the ECMS import template no longer overwrite existing certificate and customer information based on the ECMS ID value.
• An error encountered during certificate imports has been fixed.

August 25, 2019

Release 6.10.30  

New

• The sign up prompt that appears after completing a document request in CertExpress no longer expands every time a request is completed.
• The Certificate columns under Validate Documents is now the Certificate ID / Filename column. It contains a file name after a certificate is imported, and a certificate ID and file name when a certificate is ready to be validated.

July 25, 2019

Release 6.10.29  

New

• In Product Categories:
  • You can now select or deselect all Product Exemption Categories or related Tax Codes where applicable.
  • History is now established when a category is linked to a certificate.

Fixed

• Hyphens are no longer stripped from purchase order numbers when they are processed in AvaTax through the API.
• The filter for cover letters in Campaigns Scheduling and Delivery now displays the correct cover letters.

July 11, 2019

Release 6.10.28  

New

• Updated certificate and exemption record counts are now available on the CertCapture dashboard. See Check CertCapture Product Usage for information on how these numbers impact your billable usage.
• When CertCapture Public is activated, the Company Settings under the CertCapture tab are organized into groups. For more information, see CertCapture Company Details.
• You can now search for certificates that have supporting documents or search for those with no supporting documents. See Certificate Search in Search for Documents and Customers for details.

Fixed

• An error encountered when trying to update or replace a certificate record has been fixed.
• Quick Search Options now remain in place multiple searches are performed.
• In-product help that was missing from the Retail Settings tab has been restored.
• The "CertExpress Public" label now appears on settings instead of  "Public Wizard".

July 1, 2019

Release 6.10.27  

New

• Certificate PO Numbers that have special characters are now processed with escape characters.

Fixed

• In CertCapture for Retail, retail managers using SSO (single sign-on) can now select stores by location.
• You can now successfully unlink customers from multijurisdictional certificates. 

June 27, 2019

Release 6.10.26  

No new enhancements

June 6, 2019

Release 6.10.25  

New

• All new customers now have access to these features with no additional fees:
  • Avalara CertCapture for Retail
  • CertCapture for Ecommerce
  • CertExpress Public
• You can now update a purchase order number in a certificate through the REST API. 
• You can now upload PDF files to an entire multi-jurisdictional group through the REST API.

Fixed

• Authentication is now working for guests who sign up for CertExpress.
• An Internal Error message encountered with configuring email notifications has been resolved.

May 23, 2019

Release 6.10.24  

New

• Error processing and messaging.

May 10, 2019

Release 6.10.23  

No new fixes or enhancements.

April 25, 2019

Release 6.10.22  

Fixed

• The Invalid Report now shows all invalid certificates processed. 
• CertCapture now recognizes ".church" domains in email addresses. 

New

• Changes to customer records now automatically trigger an API call. 

April 11, 2019

Release 6.10.21  

Fixed

• Nexus settings for Canada now display correctly in the Content Library.
• In an API Create Certificate call, a setting of valid=true in the body of the request now returns valid=true in the response.

March 28, 2019

Release 6.10.20  

Fixed

• Certificates display correctly when you print or download them from an iPhone
• Advanced Search for custom fields now includes Any or All search options

March 14, 2019

Release 6.10.18  

• Improvements to performance and security

February 28, 2019

Release 6.10.18  

Fixed

• Stability and security enhancements
• Data added to a certificate during validation is no longer lost if the certificate is escalated
• Fixed an issue printing campaigns that resulted in blank PDF files

February 14, 2019

Release 6.10.17  

Fixed

• Stability and security enhancements
• Any user with appropriate permissions can now print a campaign round. Previously, the generated file was sent to the campaign creator instead

January 21, 2019

Release 6.10.16  

Changed

• Public CertExpress:
  • New status indicators so it's easier to tell where things went wrong importing documents 
  • Possible statuses: Processing, Complete, Failed, and Not Processed

Fixed

• Stubborn saved searches can now be removed
• CertCapture for eCommerce documentation:
  • Fixed our PHP REST API code examples regarding storing API credentials in JavaScript

Reminder

• CertCapture for eCommerce integrations now require an authorization token to launch
  • If you still need to update, see our instructions

January 10, 2019

Release 6.10.15  

New

•  The new and improved Public CertExpress now supports importing certificates in bulk
  • Turn on the new import button at Company Settings > Company Details > CertExpress Settings > Allow imports on Public CertExpress

Changed

• CertCapture for eCommerce integrations now require an authorization token to launch
  • We've been reaching out to customers that still need to update. If you haven't gotten around to it, see our instructions

December 13, 2018

Release 6.10.14  

New

•  Generate a Public CertExpress link to send to customers or add to your website
  • Customers use this link to fill out or import exemption certificates instead of waiting on a document request

Fixed

• Emailed certificates once again arrive to the validation queue in the correct order
• API calls for deleting a customer now play nicely with "x-customer-primary-key" headers

November 15, 2018

Release 6.10.13  

Changed

• ECMS Import improvements:
  • Revoked certificates can now be imported
  • CertCapture now assumes a certificate doesn't expire when its End Date is blank
  • Address Line 2 and Address Line 3 are now combined after a successful import

Fixed

• Fixed an issue where exemptions applied in AvaTax couldn't be unlinked in CertCapture
• Validating multi-jurisdictional documents no longer causes unexpected errors

November 1, 2018

Release 6.10.12  

• Performance enhancements and security improvements

October 29, 2018

Release 6.10.11  

Changed

• Retail location codes are automatically added to documents uploaded with CertCapture for Retail, but only if you've turned on Append Barcodes in your Company Details
  • This information now appears under LocationCode when exporting customer or certificate information

Fixed

• You can now add comments or attach files independently of one another. Previously, CertCapture made you do both or not at all
• Signing certificates on a tablet is more precise

October 5, 2018

Release 6.10.10  

New

• Turn on Populate Customer Email in Validate Documents to automatically add your customer's email address to the Email Updates field when you're validating their document.

Fixed

• For SST customers, Additional Reason Information should only be required when the exempt reason is set to Other
• "You've created your first document" should no longer appear when filtering documents in CertExpress (it's just excited for you!)
• Fixed an issue where certificate image previews appear as "Missing Documents Needed"
• Fixed an issue where a signer's Title was not properly added to their certificate

September 20, 2018

Release 6.10.9  

New

• Use the new Attach File and Comment fields to add extra customer information while you validate their exemption document, and review the info later

Fixed

• CertExpress and the CertCapture API now accept phone numbers with extensions
• Fixed an intermittent issue that caused a "We can't find that page" error

August 23, 2018

Release 6.10.8  

Changed

• Added a small reminder to save your signature in CertExpress if you haven't

Fixed

• PDFs that couldn't convey a page count to CertCapture never made it to the validation queue with a Failed to Upload status. Now they do!
• CertExpress:
  • Cleaned up some display issues on desktop browsers and mobile devices, including one that kept forcing iPhone users to the bottom of a page
  • Eliminated a scenario where companies could be saved to CertExpress with incomplete address information
  • Fixed an issue where the fax/email address failed to populate in cover letter templates for requests generated in CertExpress
• Fixes related to AvaTax:
  • Corrected an issue in CertCapture that lead to exemptions in AvaTax appearing as Revoked when they should have been Active
  • Fixed numerous issues that caused the "Exemption could not be saved" error to appear when attempting to add exempt customers in AvaTax

August 9, 2018

Release 6.10.7  

Changed

• A new, smoother experience using CertExpress on your phone or tablet
  • Tap  to enter a request code, review requests and documents, or update your settings

Fixed

• Corrected an issue that allowed users to create duplicate companies in CertExpress
• Minor improvements to using the get-token API call when setting up CertCapture for eCommerce; make sure you use the headers specified in the API documentation
• CertExpress no longer forces certain Internet Explorer users to scroll to access important buttons on a page

July 12, 2018

Release 6.10.6  

Fixed

• When completing a document request in CertExpress, unnecessary company location information no longer appears above the form
• Multijurisdictional certificates no longer create duplicate exemptions in AvaTax
• Fixed an issue uploading certificates in an image format

June 28, 2018

Release 6.10.5  

Changed

• Reporting improvements:
  • Custom fields can make exporting reports take a long time. You can now exclude those fields when you click Export
  • If you configure your report so that you're emailed a copy each week, the name of the report file now matches the name you gave it in CertCapture

Fixed

• Fixed an issue where CertExpress tried to switch newly uploaded excise certificates to the Excise License document type
• Deleting the PDF copy of a request in your Download Center no longer breaks download links for that PDF in the customer's History tab
• An exemption uploaded to AvaTax via ECMS spreadsheet using entity use code L now maps to the Custom/Other exemption reason in CertCapture
• Fixed issues when uploading exemptions to AvaTax via ECMS spreadsheet containing multiple customers with the same Customer Name but different Customer Codes

June 15, 2018

Release 6.10.4.1  

Fixed

• Fixed loading issues for certain ecommerce configurations 

June 14, 2018

Release 6.10.4  

Changed

• CertCapture for eCommerce uses an authorization token for communication between CertCapture and your website
  • Update CertCapture for eCommerce before August 22, 2018 to ensure a consistent experience for your exempt customers
• Document images can now be rotated while validating documents
• Improvements to CertExpress:
  • The Country drop-down now defaults to US until you choose otherwise
  • Updated the Add Document button to simplify responding to document requests

Fixed

• Fixed the inconsistent display of certain Tax IDs in CertCapture after importing exemption records to Exemptions
• Corrected an issue that occasionally prevented customers from appearing in CertCapture Retail searches

June 8, 2018

Release 6.10.3.1  

Fixed

• Corrected issues saving prefilled exemption certificates and assigning ship-to states to customers

May 31, 2018

Release 6.10.3  

Changed

• When uploading and validating new documents, files that fail to split into multiple documents are added to the Failed to Upload stage

Fixed

• Fixed an issue importing ECMS records that have already been applied to AvaTax Transaction Tool transactions
• Removed redundant Fax Number fields in CertExpress
• The Repair PDF button is now better at fixing documents that can't be downloaded or previewed
• When searching for customers, clicking an exposure zone in the list of results now loads the relevant customer's record

May 17, 2018

Release 6.10.2  

Fixed

• Corrected an intermittent issue where documents completed in CertExpress failed to display the signer's title
• Fixed an issue that caused document previews to display an error message instead of an image
• Resolved a server hiccup that occasionally prevented the removal of certain documents from the validation queue

May 9, 2018

Release 6.10.1  

Changed

• At Avalara, we take the security and protection of customer data seriously. A security issue related to the CertCapture eCommerce SDK was identified, and mitigating controls were implemented to continue protecting the confidentiality, integrity, and availability of CertCapture. The subsequent changes impact implementations in the following way:
  • When interacting with your eCommerce integration, new customers are presented with the Your Tax Information menu where they can modify their customer information before proceeding
  • If a customer already exists in CertCapture when interacting with your eCommerce integration, the Your Tax Information menu is skipped and the customer can't modify their purchaser information 
  • Improvements to the above scenarios are in development. Stay tuned to this Release Notes page for future updates

Fixed

• Fixed a handful of issues that made navigating CertExpress difficult on a mobile device

May 3, 2018

Release 6.10  

Notice

At Avalara, we take the security and protection of customer data seriously. A security issue related to the CertCapture eCommerce SDK has been identified, and we have implemented mitigating controls to continue protecting the confidentiality, integrity, and availability of CertCapture.

Changed

We're simplifying the CertExpress experience to make creating and sending exemption documents fast and easy.

• Redesigned CertExpress landing page and sign up experience. Use your request code or sign up and start saving documents and companies
• Reorganized CertExpress dashboard. Store exemption documents by company (previously referred to as vendor) or click Requests to view pending and completed requests

To reduce document errors, CertExpress guides you through the fields of your document. If Upload is missing following the CertExpress update and you need to upload your document instead of completing the fields in CertExpress, change the following setting in CertCapture.

• Go to Settings > Company Settings > Company Details > CertExpress Settings > Disable Upload from Fillable Forms. 
• The default value of this setting is yes. Set it to no to restore the Upload button to your CertExpress workflow.

Fixed

• Fixed an issue that occasionally prevented validation of multi-jurisdictional exposures
• Performance improvements to campaign data tables

April 5, 2018

Release 6.9.1  

Fixed

• General performance and security improvements
• Fixed issues that prevented uploading or downloading PDFs in certain browsers
• Duplicate notifications sometimes appeared in the Message Center after merging or validating documents. Expect normal notifications from here on out
• Corrected an issue that occasionally stopped users from running saved searches 
• Made a small accuracy adjustment to the location information displayed on certain stored certificates
• Resolved an issue where the "Saving..." button text failed to indicate when changes were successfully saved
• Fixed issues that prevented the download of campaign files and occasionally caused errors on the Campaign Insights tab

March 29, 2018

Release 6.9.0  

Changed

• Navigation Improvements
  • We've simplified a few selections in the navigation bar:
    • Data Entry and Requests have been combined and renamed to Manage Documents
    • Company Content has been renamed to Content Library
    • Company Settings and Account Settings have been consolidated into Settings
  • Account and Company drop-downs are now labeled appropriately
• New Document Type selector
  • CertCapture users that manage Excise or Federal Withholding documents can now switch between document types in one place
  • Previously, the document type had to be switched manually before running reports or viewing exemption information specific to Excise and Withholding documents

Fixed

• General performance and security improvements
• Generating reports no longer prevents users from running other CertCapture operations
• Fixed an issue that blocked users from removing particular exemption reasons
• The Reset to Defaults button sometimes went missing while editing certain Data Entry Sets. We found it and put it back
• Exemption document descriptions now include state abbreviations when customizing the Ship-To zone of a customer
• We're getting an early start on our spring cleaning by tidying up text problems and formatting inconsistencies throughout CertCapture

March 8, 2018

Release 6.8.9  

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

Release 6.8.8  

Changed

• Streamlined Sales Tax information is required when validating a document for a state where SST is collected. Contact your Customer Account Manager to adjust this setting

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

Release 6.8.7  

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

Release 6.8.6  

Fixed

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

January 11, 2018

Release 6.8.5  

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

Release 6.8.4.1  

Changed

• Minor enhancements and fixes

December 14, 2017

Release 6.8.4

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

Release 6.8.3

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

Release 6.8.2

Changed

• Improved ExciseCapture

Fixed

• Fixed bugs

November 3, 2017

Release 6.8.0

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.

October 5, 2017

Release 6.7.5

• Minor enhancements and fixes

September 26, 2017

Release 6.7.4.1

• Minor enhancements and fixes

September 12, 2017

Release 6.7.4

• Minor enhancements and fixes

September 7, 2017

Release 6.7.3

• Minor enhancements and fixes

August 24, 2017

Release 6.7.2

• All Pro-level accounts are now Enterprise-level accounts with access to customizable features

August 20, 2017

Release 6.7.1.5

• Minor enhancements and fixes

August 16, 2017

Release 6.7.1.4

• Minor enhancements and fixes

August 15, 2017

Release 6.7.1.3

• Minor enhancements and fixes

August 14, 2017

Release 6.7.1.2

• Minor enhancements and fixes

August 10, 2017

Release 6.7.1.1

• Minor enhancements and fixes

August 10, 2017

Release 6.7.1

• Minor enhancements and fixes

July 28, 2017

Release 6.7

• Watch a recorded walk-through demo webinar for an overview of these changes

Pre-release announcement

Release 6.7, tentatively scheduled for July 2017 

• This release will happen during a planned maintenance window outside of US business hours. Watch your CertCapture Message Center for maintenance window details. 
• To prepare for this release, watch your CertCapture Message Center for updates

June 29, 2017

Release 6.6.9

• Contains bug fixes

June 16, 2017

Release 6.6.8

• Contains bug fixes

June 6, 2017

Release 6.6.7

• Contains bug fixes

May 18, 2017

Release 6.6.5

• Contains bug fixes

May 4, 2017

Release 6.6.4

• Contains bug fixes

April 20, 2017

Release 6.6.3

• Contains bug fixes

April 6, 2017

Release 6.6.2

• Contains bug fixes

March 23, 2017

Release 6.6.1

• Contains bug fixes

March 17, 2017

Release 6.6

January 25, 2017

Pre-release notice for CertCapture release 6.6, tentatively scheduled for release March 2017

• This release will happen during a planned maintenance window outside of US business hours. Watch your CertCapture Message Center for maintenance window details. 
• To prepare for this release, watch your CertCapture Message Center for updates

December 2, 2016

Pre-release notice for CertCapture release 6.6, tentatively scheduled for release March 3, 2017

• The CertCapture certificate creation wizard will automatically resize to fit any viewing screen. This will impact you if you use CertCapture for Retail, eCommerce SDK, or have your customers fill out online certificates using the Web Portal.
• There will be changes to the default exemption matrix and form libraries, based on research of new state rulings and government initiated form updates. In some cases exempt reason categories within the exemption matrix will change.
• New application security features will be implemented
• Expanded exemption certificate functionality is being added to AvaTax. This added functionality will be available for purchase as a product extension. If you opt into these new features, you will be able to:
  • Request exemption certificates from your customers within the AvaTax application
  • Process customers' documents and attach them to customer records within AvaTax
  • Store digital copies of your customers' exemption certificates in AvaTax
• A new product called CertExpress will be released
  • CertExpress will provide a way for consumers to store any compliance documents needed to transact business. CertExpress users can maintain public and private libraries of exemption certificates, excise licenses, and/or withholding forms.
  • CertCapture will be able to access CertExpress users' document libraries. Forms stored in CertExpress public libraries will be available for download on-demand. Forms stored in private libraries can be transferred to CertCapture users upon request.
• For specifics, participate in the new feature webinar in early January. When the webinar is scheduled, you can find registration information in the CertCapture message center.

February 6, 2017

Release 6.5.8

• Contains bug fixes

January 26, 2017

Release 6.5.7

• Contains bug fixes

January 5, 2017

Release 6.5.6

• Contains bug fixes

December 16, 2016

Release 6.5.5

• Re-process documents that fail to upload properly during data entry
• In the CertCapture document processing queue, for documents that have been escalated for review, the number of days since escalation is marked

December 7, 2016

Pre-release announcement for CertCapture 6.5.5, tentatively scheduled for release December 15, 2016

• It'll be possible to re-process documents that fail to upload properly during data entry
• In the CertCapture document processing queue, for documents that have been escalated for review, the number of days since escalation will be marked

December 1, 2016

Release 6.5.4

• Contains bug fixes

November 29, 2016

Pre-release announcement for CertCapture 6.5.4, tentatively scheduled for release December 1, 2016

• Contains bug fixes

November 17, 2016

Release 6.5.3

• In CertCapture for Retail, added ability to filter certificate search results by location
  • Navigation: Company Settings > Locations > View/Edit Location or Add New Location 
  • Screenshot: http://screencast.com/t/wW3n98fi2
• If you use CertCapture for Retail, add custom fields for customer and certificate information to your certificate wizard. Custom fields can be configured to collect custom customer and certificate fields in the first and last step of the certificate wizard in the Retail Module. 
  • Screenshot of custom customer information fields
  • Screenshot of custom certificate information fields
• Customer number is now part of the success message displayed after uploading a compliance document using the WebPortal (online), CertCapture for Retail (at point of sale), or eCommerce SDK (within an eCommerce website)

November 11, 2016

Pre-release notes for CertCapture 6.5.3, tentatively scheduled for release November 17, 2016

• In CertCapture for Retail, added ability to filter certificate search results by location
• If you use CertCapture for Retail, add custom fields for customer and certificate information to your certificate wizard. Custom fields can be configured to collect custom customer and certificate fields in the first and last step of the certificate wizard in the Retail Module. 
  • Screenshot of custom customer information fields
  • Screenshot of custom certificate information fields
• Customer number is now part of the success message displayed after uploading a compliance document using the WebPortal (online), CertCapture for Retail (at point of sale), or eCommerce SDK (within an eCommerce website)

October 27, 2016

Release 6.5.2

• Contains bug fixes and SOC-II compliance-related enhancements

October 19, 2016

Release 6.5.1

• Contains bug fixes

October 14, 2016

Release 6.5.0

• Modified the document processing workflow.  Now you can:
  • Search for documents to work on using 10 different search criteria 
  • Sort submitted documents using key data elements such as Certificate ID, Customer Number, Status, Exposure Zone, Priority, Source, and Age
  • Process and validate one document at a time
  • Claim one or more desired documents to process 
  • Admin-level users can perform administrative functions on stacks (i.e. Release stacks claimed by others)
  • Note: MTC/SST/Drop Ship/Data Entry Sets are now accessed through the Exposure Zones menu; they can be selected by clicking into the field or typing within the field
• CertCapture, ExciseCapture, and VendorCapture are now one product; all document types and customer records are now accessible from a single CertCapture profile
• FEIN (Federal Employee Identification Number) data can now be digitized and stored in CertCapture
  • There's a new optional field to store FEIN data on a customer record
  • FEINs can also be stored at the entity and sub-entity level
• You can now future-date a document by entering a future date within the Effective Date field during document processing; future-dated documents are stored as inactive documents until the entered effective date is reached
• Company Details content, located in Company Settings > Company Details, is now displayed in a tabular format

Pre-release announcement

Pre-release notes for CertCapture 6.5.0, tentatively scheduled for release October 14, 2016

• You will be able to filter and search for documents
• You will be able to search a filtered list for stacks/documents and choose to work on them
• New and improved user interface for merging and validating certificates, including the ability to validate certificates individually within the validation process.
• User Interface changes will result in faster processing and validation of documents
• Stay tuned for message center updates and a walk-through webinar, tentatively scheduled for September 21, 2016

September 22, 2016

Release 6.4.5

• If you have an active integration with AvaTax, a star (*) is listed next to multi-jurisdictional certificates that were passed between systems.
• On the CertCaptureloginpage, press Tab to navigate between the Username and Password text fields.

September 8, 2016

Release 6.4.4

• The REST API now supports web portal auto-login functionality. The REST API can now generate the auto-login URL that is produced on cover letters available through a single request or campaign.
• We've made updates to CertCapture's Certificate Library:

  Country	Region	Tax Form Name	Description	Exempt Reason
  USA	MO	USA MO 5095 Common Carriers	USA MO 5095 Authorized Common Carriers with MO 149 Sales and Use Exemption Certificate	COMMON CARRIER

August 26, 2016

Release 6.4.3

• Attention: The changes in this release are applicable to CertCapture Enterprise customers and may impact the system settings. If you use CertCapture Enterprise, review configure form types. CertCapture PRO customers aren't affected.
• Added 2 new form types to CertCapture, the CertCapture Webportal, CertCapture for Retail, and CertCapture for eCommerce:
  • Request Form: A set of instructions that provides a buyer all the information they need to submit state or federally supplied documents necessary for an exemption from sales tax. When a buyer selects a jurisdiction and an exempt reason, they don't need to complete any fields online and are prompted to print the form. The request form isn't saved with the customer account because it doesn't provide exemption coverage. Until the buyer provides an exemption certificate, they remain taxable.
  • Affidavit Form: This provides a buyer all the information they need to submit state or federally supplied documents necessary for exemption. It also acts as a temporary certificate that is signed and saved with their account. If a buyer selects a jurisdiction and exempt reason that triggers the creation of an Affidavit form, they don't need to fill out any fields. Instead, they provide an online signature, print the form, and follow the instructions while also submitting the the completed form to CertCapture. The form is saved with the customer account and provides temporary exemption coverage for a defined number of days.
• Changed the 26 request forms in the standard CertCapture library for Enterprise customers from a Certificate Type Form to a Request Type Form.
  • If an online fillable form isn't accepted and you only want to provide exemption when the state or federal form is received, then in your Exemption Matrix, map Request Form Types.
  • If you want to offer temporary exemption, enable Affidavits. Go to Company Settings > Company Details > Affidavit Usage  and select the Temporary Exemption Period. Once you've enabled Affidavits, update your expiration matrix and replace the Request form with a similar Affidavit form.
• We've made updates to CertCapture's Certificate Library: USA

  Country	Region	Tax Form Name	Description	Exempt Reason
  USA	VT	USA VT SST	USA VT SST Certificate of Exemption	VARIOUS
  USA	IA	USA IA SST	USA IA SST Certificate of Exemption	VARIOUS
  USA	NY	USA NY AC-946	USA NY AC-946 Employees of the State of NY or Its Political Subdivision Tax Exemption Certificate	STATE/LOCAL
  USA	US	USA US GENERIC Request	USA US Generic Request	VARIOUS

August 11, 2016

Release 6.4.2

• If your fax transmission fails, you can now see the transmission details and the PDF copy of the fax in the History tab of the customer record.

July 22, 2016

Release 6.4.1

• Improved the response time for your requests.
• Improved the upload of certificates and forms.
• The REST API now lets you create the next incremental customer number for a new customer in CertCapture.
• We've made updates to CertCapture's Certificate Library:

July 12, 2016

Release 6.4

• CertCapture now displays certificate information in the form of charts and graphs:
  • New Certificate Trends: The line chart displays the daily volume of new certificates added to the system (via electronic submission, fax, and upload).
  • Expired Certs Past 90 Days: The bar chart displays the number of certificates expired in the past 90 days, especially the dates having the highest number of expiring documents.
  • Top 5 Tax Exempt States: The pie chart displays a breakdown of the top 5 states/provinces in which your company grants tax exempt status.
  • Top 10 Exempt Reasons: The pie chart displays the top 10 most popular tax exempt reasons among your customers.
  • For custom charts and analytics requests, please contact your Account Manager.
  • To add or remove widgets, on your dashboard, click the Add Widgets button.
• Retail personnel using CertCapture's Retail Module can now:
  • Search using one or more criteria to get more specific results.
  • Use Edit Purchaser Options to set up required, preferred, and optional customer data fields.
  • Add a new customer record.
  • Edit customer records.
  • Add a new exemption certificate for a different exposure zone to a customer record.
• Improved graphics and labels in the CertCapture user interface.
• Complete multiple certificates at once within the Web Portal and the public wizard:
  • In the Exposure Zone List table, use the checkbox to select one or more documents to complete.
  • To create multiple new certificates, add them in the Select Exposure Zone menu.
  • Video
• We've made updates to CertCapture's Certificate Library:

June 9, 2016

Release 6.3.9

• Minor improvements and fixes.

May 31, 2016

Release 6.3.8

• If you're assigned only to one retail location, then the location is automatically selected after you log in.
• We've made updates to CertCapture's Certificate Library:

  New/Replace	Region	Tax Form Name	Description	Exempt Reason Suggestion
  New	AL	USA AL Exempt Org Request	USA AL Exempt Organization Request	CHARITABLE/EXEMPT ORG, RELIGIOUS/EDUCATIONAL
  New	AL	USA AL SST Form	USA AL SST Form Option Substitute State Issued Certificate	RESALE
  New	CT	USA CT CERT 128 Contractors forMashantucket Pequot or Mohegan Tribes	USA CT Exempt Purchases by Contractors in Connection with Construction Projects in Indian Country of the Mashantucket Pequot or Mohegan Tribes	Prime Contractor
  New	CT	USA CT CERT 108 Partial Exemption Materials-Tools-Fuels	USA CT CERT 108 Partial Exemption Materials, Tools, and Fuels	Manufacturer-Partial Exemption
  New	HI	USA HI G-61 Export Exemption	USA HI G-61 Export Exemption for General Excise and Liquor Taxes	Foreign Shipment
  New	KS	USA KS ST-201 Integrated Production Exemption	USA KS ST-201 Integrated Production Machinery and Equipment Exemptin Certificate	INDUSTRIAL PROD/MANUFACTURERS
  New	LA	USA LA R-1324 Sales of Construction Materials for use in Charitable Residential	USA LA R-1324 Sales of Construction Materials for use in Charitable Residential Construction by Certain Organizations	Prime Contractor
  New	LA	USA LA R-1356-L Sales Tax Exemption for Purchases by the Federal Government	USA LA R-1356-L Sales Tax Exemption for Purchases by the Federal Government	Federal Government
  New	LA	USA LA R-1046 Federal Recognized indian Tribes and Enrolled Members	USA LA R-1046 Sales Tax Exemption Certificate for Federally Recognized Indian Tribes and Enrolled Tribal Members	Tribal Government
  New	LA	USA LA R-1018 Manufactured Homes, Parts and Accessories	USA LA R-1018 Purchase of manufactured homes,parts and accessories for manufactured homes, and for the resale of manufactured homes by manufactured homes retailers	Manufacturer
  New	LA	USA LA R-1007	USA LA R-1007 Commercial Producers and Business Consumers of Farm-Related Products	Agriculture
  New	ME	USA ME ST-A-102 Electricity-M&E for Agricultural Production	USA ME ST-A-102 For purchases of electricity or depreciable machinery or equipment for use in commercial agricultural production, commercial fishing or commercial aquacultural production, and fuel used in a commercial fishing vessel	Agriculture and Fisherman
  New	ME	USA ME ST-A-103 Commercial Agicultural Production	USA ME ST-A-103 Affidavit Regarding Purchases of Certain Products for Use in Commercial Agricultural Production, Commercial Fishing, Aquacultural Production and Animal Agriculture	Agriculture-Fertilizer
  New	NC	USA NC E-589I Contractor to Fulfill a Qualifying Contract with an Agricultural Exemption Holder	USA NC E-589I Affidavit to Exempt from Sales and Use Tax Certain Purchases of Tangible Personal Property by Contractors to Fulfill a Qualifying Contract with an Agricultural Exemption Certificate Number Holder	Contractor
  New	ND	USA ND Sales to a Person in Montana	USA ND Certificate of Purchase-Exempt Sales to a Person From Montana	NON-RESIDENT
  New	NJ	USA NJ ST-7 Farmer's Exemption	USA NJ ST-7 Farmer's Exemption Certificate	AGRICULTURE
  New	NV	USA NV Exempt Organization Request	USA NV Exempt Organization Request	CHARITABLE/EXEMPT ORG, RELIGIOUS/EDUCATIONAL
  New	NY	USA NY DTF-801 Indian Exemption	USA NY DTF-801 Certificate of Indian Exemption for Certain Property or Services Delivered on a Reservation Affidavit / Certificate Certificate	Tribal Government
  New	OK	USA OK Exempt Organization Request	USA OK Exempt Organization Request	CHARITABLE/EXEMPT ORG, RELIGIOUS/EDUCATIONAL
  New	TN	USA TN Exempt Organization Request	USA TN Exempt Organization Request	CHARITABLE/EXEMPT ORG, RELIGIOUS/EDUCATIONAL
  New	VA	USA VA ST-16 Commercial  watermaen who extract fish, bivalves, or crustaceans	USA VA ST-16 For use by watermen who extract fish, bivalves, or crustaceans from waters for commercial purposes; or for motor fuel or alternative fuel purchased for commercial watercraft owned by a private business and used in the conduct of its business and operations	Fisherman

May 12, 2016

Release 6.3.7

• The new Web Portal Options configuration lets you stamp document ID’s on forms created via Web Portal/Public Wizard.
  • Navigation: Company Settings > Company Details > Web Portal Options
  • Screenshot
• Now you can filter your customer information in ExciseCapture based on the Bill-To/Ship-To designations.
  • Video example

April 29, 2016

Release 6.3.6

• CertCapture now supports single sign on through the use of SAML (Security Assertion Markup Language).
  • This functionality allows CertCapture to have single sign-on capabilities across Avalara products as well as external identity providers such as Okta.
  • Contact your Account Manager if you're interested in this feature.

April 14, 2016

Release 6.3.5

• Retail personnel using CertCapture's Retail Module can now scan and upload documents directly into CertCapture.
• Enterprise accounts can now systematically apply Same-As relationships to customer records using our REST APIs.
• We've made updates to CertCapture's Certificate Library:

  New/Replace	Region	Tax Form Name	Description	Exempt Reason Suggestion
  New	US	USA US Excise NORA fee	USA US Excise NORA National Oil Heat Research Alliance Fee Exemption Certificate	Excise
  New	US	USA US Taxable Fuel Registrant	USA US Notification Certificate of Taxable Fuel Registrant	Excise
  New	US	USA US Excise Gasoline Blended	USA US Excise Certificate of Person Buying Gasoline Blendstocks for Use Other Than in the Production of Finished Gasoline	Excise
  New	US	USA US Taxable Fuel Registrant TR	USA US Notification Certificate of Taxable Fuel Registrant Terminal or Refinery	Excise
  New	US	USA US Excise State Nonprofit	USA US Excise Certificate For State Use or Nonprofit Educational Organizational Use	Excise
  New	US	USA US Excise State Nonprofit Custom CHS	USA US Custom CHS Excise Certificate For State Use or Nonprofit Educational Organizational Use	Excise
  Replace	CA	USA CA BOE-230J Teleproduction Blanket	USA CA BOE-230-J Teleproduction or Other Postproduction Blanket Exemption	Sales Tax
  New	CA	USA CA BOE-230K Teleproduction Partial	USA CA BOE-230-K Teleproduction or Other Postproduction Partial Exemption	Sales Tax

April 1, 2016

Release 6.3.4

• We've added a new Web Portal option that lets you append barcodes to the bottom of forms.
  • Navigation: Company Settings > Company Details > Web Portal Options > Append Barcode
• You can now customize the default questions that appear for exempt reasons in the Exemption Matrix.
  • Navigation: Global Admin > Exempt Reasons > then click Add Exempt Reason or Edit
  • Previously, the Description of the exempt reason was the default question in the Exemption Matrix. Now, you can change the default questions using the Webportal/Retail Lead Question field in the Edit Exempt Reason dialog.
  • Screenshot
• New warning message appears when trying to uploading documents through the UI.
  • The most common reason for document upload failures is because the PDF contains a non-native Adobe font type. To resolve this issue, print, scan, and upload the document using a domestic (US) version of Adobe.
  • Screenshot
• We extended the maximum search length from 999 days to 9,999 days. You can now perform searches using 9,999 days as the date parameter.
• If you use the REST APIs to sync with ExciseCapture, you now have a custom Boolean field that designates which records should and shouldn't be synced with Excise.
• We've made updates to CertCapture's Certificate Library.
  • What are content library updates?
    • Content library updates define which forms have been added, removed, or updated within CertCapture’s form library. The table below illustrates any updates that were in the past weeks. Please note that the release of forms isn't necessarily bound to software releases.
  • What should I do with “new” content updates?
    • If a content library update is designated as “new”, it indicates that additional form templates are available for use in the exemption matrix.  The availability of new templates doesn't impact your current form mappings. If you would like to use newly available forms, access the exemption matrix and search for the new form.
  • What should I do with “replaced” content updates?
    • If a content library update is designated as “replaced”, this means that an existing form template has been updated. For example, if New York issues a new version of its Resale Certificate, the Avalara content team automatically updates the form on your behalf. In this case, there are no actions for you to take.
  • List of updated forms:

    New/Replace	Region	Tax Form Name	Description	Exempt Reason Suggestion
    New	AZ	USA AZ 5000M	AZ 5000M Non-TPT Licensed Contractor Certificate (MRRA Project)	PRIME CONTRACTOR
    New	CA	USA CA BOE-230T	CA BOE-230-T Exemption certificate animal life, feed, drugs and medicines	AGRICULTURE
    New	CA	USA CA BOE-230U	CA BOE-230-U Exemption certificate animal life, drugs and medicines	MEDICAL
    New	CA	USA CA BOE-146-RES	CA BOE-146-RES Exemption certificate and statement of delivery in Indian country	TRIBAL GOVERNMENT
    New	IL	USA IL RUT-7	IL RUT-7 Rolling stock certification	COMMON CARRIER
    New	LA	USA LA R-1381	LA R-1381 Certificate for lease or rental of pallets used in packaging products	INDUSTRIAL PROD/MANUFACTURERS
    New	NY	USA NY ST121.1	NY ST-121.1 Exemption certificate for tractors, trailers, semitrailers, or omnibuses	COMMON CARRIER
    New	NY	USA NY ST121.9	NY ST-121.9 Exempt purchase certificate for certain property and services used in dramatic and musical arts performances	INDUSTRIAL PROD/MANUFACTURERS
    New	NY	USA NY ST-123	NY ST-123 IDA agent or project operator exempt purchase certificate	PRIME CONTRACTOR
    New	NY	USA NY ST-124	NY ST-124 Certificate of capital improvement	CAPITAL IMPROVEMENT
    New	OH	USA OH STECU	OH STEC U Unit exemption certificate	COMMON CARRIER
    New	UT	USA UT 721DP	UT 721DP Direct payment permit holders certificate	DIRECT PAY
    New	VA	USA VA ST-14	VA ST-14 Out-of-state dealer certificate of exemption	NON-RESIDENT
    New	WA	USA WA 27-0050	WA 27-0050 Digital products and remote access software exemption certificate	INDUSTRIAL PROD/MANUFACTURERS
    New	FL	USA FL COMM FORM	USA FL Communications Services Form	TELECOM
    New	NY	USA NY CT-120	USA NY CT-120 Resale Certificate for Telecommunication Purchases	TELECOM
    New	CA	USA CA COMM USERS TAX	USA CA Los Angeles Certificate of Exemption From City of Los Angeles Communication Users Tax	TELECOM
    New	OK	USA OK Contractor	USA OK Contractor Exempt Entity Instructions	PRIME CONTRACTOR
    New	IN	USA IN Utility Communication Request	USA IN Utility-Communication Sales Tax Exemption Certificate Instructions	INDUSTRIAL PROD/MANUFACTURERS
    Replace	FL	USA FL Communication Form Request	USA FL Communications Services Form	TELECOM
    New	OK	USA OK Veteran Request	USA OK Veteran Sales Tax Exemption Certificate Instructions	CHARITABLE/EXEMPT ORG
    New	TX	USA TX 01-925	USA TX Texas Timber Operations Sales and Use Tax Exemption Certificate	AGRICULTURE

March 17, 2016

Release 6.3.3

• There are 3 exemption document types in CertCapture's Exemption Matrix -- documents, affidavits, and requests. With this release, the roles of affidavits and requests are redefined.
  • ​​Certificates remain defined as fillable forms that collect required buyer and seller information and create an exemption certificate that is active for the period defined by the Exemption Matrix. They're saved and associated with your customer's account.
  • Affidavits are now defined as fillable forms that enable a buyer to agree to the requirements of exemption, and may define additional forms/documents that also need to be submitted. They're active for a period not defined by the Exemption Matrix, but by you in your CertCapture settings. They're saved and associated with your customer's account.
  • Requests are now defined as a set of instructions that provides a buyer with all the information they need to submit the state or federal supplied document necessary for exemption. They can be used as a cover sheet to help auto-associate the submitted form with the Buyer account.
• You can now upload and auto-associate standard and custom exposure zones to customer records through the bulk upload functionality
• The following forms have been updated in CertCapture's Certificate Library. You may want to update your Exemption Matrix mappings.​​
  • Primary: In our opinion, you should map these forms to the given exposure zone/exemption reason combination
  • Suggested: In our opinion, you can use these forms, or other forms, as you deem appropriate.

    Region	Tax Form Name	Description	Exempt Reason Suggestion	Primary/Suggested
    AZ	USA AZ 5000M	AZ 5000M Non-TPT Licensed Contractor Certificate (MRRA Project)	PRIME CONTRACTOR	Suggested
    CA	USA CA BOE-230T	CA BOE-230-T Exemption certificate animal life, feed, drugs and medicines	AGRICULTURE	Suggested
    CA	USA CA BOE-230U	CA BOE-230-U Exemption certificate animal life, drugs and medicines	MEDICAL	Primary
    CA	USA CA BOE-146-RES	CA BOE-146-RES Exemption certificate and statement of delivery in Indian country	TRIBAL GOVERNMENT	Suggested
    IL	USA IL RUT-7	IL RUT-7 Rolling stock certification	COMMON CARRIER	Primary
    LA	USA LA R-1381	LA R-1381 Certificate for lease or rental of pallets used in packaging products	INDUSTRIAL PROD/MANUFACTURERS	Suggested
    NY	USA NY ST121.1	NY ST-121.1 Exemption certificate for tractors, trailers, semitrailers, or omnibuses	COMMON CARRIER	Primary
    NY	USA NY ST121.9	NY ST-121.9 Exempt purchase certificate for certain property and services used in dramatic and musical arts performances	INDUSTRIAL PROD/MANUFACTURERS	Suggested
    NY	USA NY ST-123	NY ST-123 IDA agent or project operator exempt purchase certificate	PRIME CONTRACTOR	Suggested
    NY	USA NY ST-124	NY ST-124 Certificate of capital improvement	CAPITAL IMPROVEMENT	Primary
    OH	USA OH STECU	OH STEC U Unit exemption certificate	COMMON CARRIER	Primary
    UT	USA UT 721DP	UT 721DP Direct payment permit holders certificate	DIRECT PAY	Primary
    VA	USA VA ST-14	VA ST-14 Out-of-state dealer certificate of exemption	NON-RESIDENT	Primary
    WA	USA WA 27-0050	WA 27-0050 Digital products and remote access software exemption certificate	INDUSTRIAL PROD/MANUFACTURERS	Suggested
    FL	USA FL COMM FORM	USA FL Communications Services Form	TELECOM	Primary
    NY	USA NY CT-120	USA NY CT-120 Resale Certificate for Telecommunication Purchases	TELECOM	Primary
    CA	USA CA COMM USERS TAX	USA CA Los Angeles Certificate of Exemption From City of Los Angeles Communication Users Tax	TELECOM	Primary

March 3, 2016

Release 6.3.2

• New feature protects all PDFs stored at rest in the CertCapture database with AES256 encryption
• CertCapture’s form and logic engine (Gencert 2.0) now supports Topaz signature pads.
  • Topaz signature integration is a custom feature. Reach out to CertCapture sales if you are interested in this feature.
• You can now define what items show up in the Description of property to be purchased drop-down during certificate creation.
  • Available to: Admin Users 
  • Navigation: Company Settings > Company Details > Edit button under Client Information
  • In the Edit Client Entity window, in the  Equipment Description field, type your products delimited by a | 
    • ​Example: Soda | Wine | Expensive Bottled Water
    • Video Example

February 18, 2016

February 4, 2016

Release 6.3

• The Exemption Matrix is a new feature that provides a central location to manage your company's exemption rules, including:
  • Which states/exposure zones you would like to collect certificates for
  • Which exempt reasons you would like to collect certificates for
  • The option to create custom form expiration rules
  • The ability to map forms to exposure zones/exempt reasons
  • The option to include customized questions/prompts
• Screenshot of the Exemption Matrix

  ​Note: 

  If you currently have custom configurations for your exemption rules, these will be preserved upon release of the Exemption Matrix. If you have any questions, please contact Avalara Support.

• Moved or deleted, certain menu items in the navigation ribbon, and added a new menu option called Company Content. Navigation paths for the changes are listed below:
  • Exemption Matrix (new feature): Company Content > Exemption Matrix
  • Nexus Settings (formerly Nexus, under Company Settings): Company Content > Nexus Settings
  • Certificate Library (formerly under Reports): Company Content > Certificate Library
  • Certificate Templates (formerly under Requests): This option no longer exists. Its functionality is rolled up into the Exemption Matrix.
  • Expiration Matrix (formerly under Company Settings): This option no longer exists. Its functionality is rolled up into the Exemption Matrix.
• Updated the form completion process in the Retail Module, the Web Portal, and the E-Commerce plugin:
  • You can configure custom questions that guide your customers to the proper form
  • Fields are shown or hidden based on their input
  • Tax IDs and registration numbers are verified for correct formatting prior to submission

    Note:

    CertCapture flags improper formatting, but doesn't verify the validity of the Tax ID.

January 14, 2016

Release 6.2.15

• Certificate stacks uploaded through CertCapture now appear faster as they are processed, validated, escalated, and completed.

December 28, 2015

Release 6.2.14

• Custom exposure zones can now be added in ExciseCapture
  • Navigation: Global Admin > Exposure Zones > Add Exposure Zone button
  • User Roles: Admin
  • Screenshot
• New option to void or delete a certificate
  • If you are interested in enabling this feature, please reach out to Avalara Support

December 10, 2015

Release 6.2.13

• You can now create a campaign that blends both domestic and international customers
• Three new statuses are available in the Campaigns Overview pie chart:
  • Navigation: Requests > Campaigns > Manage (Existing Campaign) > Overview
  • Pending Validation: We have received a certificate from your customer included in the campaign but it is currently in data entry awaiting validation
  • Valid Certificate in Round ‘x’: A valid certificate was received from your customer in a given round ‘x’
  • Invalid Certificate in Round ‘x’: An invalid certificate was received from your customer in a given round ‘x’
• Clicking the + button next to a customer record within a campaign, the Status column now reflects which round a message was sent in for each exposure zone
  • Navigation: Requests > Campaigns > Manage (Existing Campaign) > Overview
  • Screenshot
• The Progress column illustrates what type of solicitation was included in a campaign, how many solicitations have been sent, and details if there are multiple rounds​
  • Navigation: Requests > Campaigns > In-Progress Campaigns
  • Screenshot
• The Status column has been removed for In-Progress Campaigns
  • Navigation: Requests > Campaigns > In-Progress Campaigns
  • Screenshot
• You can now generate reports from CertCapture that yield 0 results. The report description appears in the top rows of the excel file but subsequent rows are empty
• Web portal users can now complete SST forms for Washington and Wisconsin

November 30, 2015

Release 6.2.12

• Added Form SC ST-8 to the certificate form library and mapped to South Carolina for a manufacturing exempt reason

November 13, 2015

Release 6.2.11

• Back buttons, workflow changes, and hide/show settings added to the Web Portal
  • In the Want to add a new certificate? section of the Web Portal, your customer must select a state before the form can be filled online
  • Added a back button to the Upload/Replace Certificate screen
  • Added a setting that allows you to hide/show your customer the option to upload/complete additional forms
• CertCapture for Retail users can now print/produce cover letters for forms that require manual submission
  • Feature is available to the following user roles: Admin, Users with CertCapture for Retail access
  • Feature is available for: Exemption Certificates
  • How to navigate to this feature: Retail Module > State Requiring Manual Submission (e.g. Florida Resale)
    • You can now produce cover letters for states that require manual submission of forms
    • First, in CertCapture, go to Requests > Certificate Templates and unmap any non-Agriculture/Resale certificates. By default, this will produce the manual submission cover letter that appears while going through the form creation process in CertCapture for Retail
    • Video Description
• REST API Enhancements
  • Ability to pass customer information from a CRM to CertCapture for use in W8/W9 form creation
  • Ability to filter the status of requests by “delivery method” and “status”
  • Whenever changes are made using the REST API, the event is listed and the following external APIs are automatically triggered – Calc, Calc (with multi-application logic), SQS

October 29, 2015

Release 6.2.10

• When a form is not available in the web portal, users receive new instructions for completing that form
  • Feature is available to: Pro and Enterprise Customers
  • Feature is available to the following user roles: Web Portal Users
  • Feature is available for: Exemption Certificates, W8/W9, Excise
  • How to navigate to this feature: Web Portal > Forms Not Available Online (e.g. Florida Resale)
  • Capability: The experience is improved for web portal users who arrive at a form not available online; a new document upload message provides clear manual submission instructions
  • Screenshot

October 15, 2015

Release 6.2.9

• File download times have been enhanced; the system can now download up to 5 GB of information within seconds
  • Feature is available to: Pro and Enterprise Customers
  • Feature is available for: Exemption Certificates, W8/W9, Excise
  • Capability: CertCapture can handle bulk print requests and large campaigns containing 20,000+ customers

October 8, 2015

Release 6.2.8

• AvaTax accounts now receive a notification to contact support when adding a custom exempt reason to CertCapture
  • Feature is available to: Pro and Enterprise Customers
  • Feature is available to the following user roles: Admin, API
  • Feature is available for: Exemption Certificates, W8/W9, Excise
  • How to navigate to this feature: Global Admin > Exempt Reason > Add Exempt Reason
  • Capability: If an AvaTax/CertCapture user tries to add a custom exempt reason, they will be directed to support to ensure that the addition(s) are properly integrated into AvaTax
• New template tag pulls the Contact field from the customer record into Email Templates/Cover Letters
  • Feature is available to: Pro and Enterprise Customers
  • Feature is available to the following user roles: Admin, Advanced
  • Feature is available for: Exemption Certificates, W8/W9, Excise
  • How to navigate to this feature: Requests > Email Templates/Cover Letters > Template Tags
  • Capability: A new template tag is available which dynamically pulls the Contact name from a customer record into an email template or cover letter for a campaign.
  • Screenshot for the exact customer field pulled
• Admin level users now have the ability to add and delete custom user roles (previously they could only be added)
  • Feature is available to: Enterprise Customers

October 1, 2015

Release 6.2.7.2

• Certificates submitted through the CertCapture for Retail have multiple validation options
  • You can automatically or manually validate certificates submitted through CertCapture for Retail. Contact Avalara Support to enable this feature
• Barcodes are applied to certificates created in the CertCapture for Retail
  • The CertCapture for Retail provides additional customer information on generated certificates. With this new enhancement, both barcodes and certificate ID's are stamped on the bottom of certificates created through the CertCapture for Retail. This lets your customer service representatives view customer specific information and transcribe relevant content to systems outside of CertCapture.
  • Contact Avalara Support to enable this feature
  • Screenshot

September 17, 2015

Release 6.2.7

• Custom messages can be sent with single requests for certificates
  • Feature is available to: Pro and Enterprise Customers
  • Feature is available to the following user roles: Admin, Advanced, and those with campaign access
  • Feature is available for: Exemption Certificates, W8/W9, Excise
  • How to navigate to this feature: Requests > Single Request 
  • Capability: Add a custom message above the content of a cover letter to maximize the effectiveness of the request. When you select the Expired/Invalid/Missing Cover Letter, the custom message appears before the “Dear Sir or Madam” line. For Standard Request letters, the content appears at the very top.
  • Screenshot

September 3, 2015

Release 6.2.6.1

• Improvements to REST API:
  • API returns: “200 0 results” message if a user searches for a non-existent customer
  • The primary key for customer REST API's is now “customer_number”. This simplifies managing customers from sources other than CertCapture.
  • Improved ease of use for pivoting data. Data is now showing on end points and it is easier to update
  • Ability to filter certificate information where “calc_id” or any column looking for an integer value is null

August 27, 2015

Release 6.2.6

• Added ability to validate certificates by location
  • Feature is available to: Pro and Enterprise Customers
  • Feature is available to the following user roles: All users
  • Feature is available for: Exemption certificates, W-8, W-9
  • How to navigate to this feature: Data Entry > Current Company
  • Certificate submissions via web portal are sorted in data entry by “buckets”
  • Capability: This new “buckets” feature lets admin personnel both organize the receipt of certificates submitted via web portal and manage which users have access to location-specific certificate submissions. Buckets are similar to email folders; as certificates flow into CertCapture from certain locations, the certificates flow into location-specific “buckets” on the data entry screen. By default, nothing has changed with the Data Entry interface. If you would like this feature enabled, please reach out to Avalara Support.

August 6, 2015

Release 6.2.5

• For Pro or Enterprise accounts, when using Email as the method of delivery for a single request or a campaign, the selected cover letter is now used as the body of the email, as well as attached as a PDF

Note:
All message editing must be done in the cover letter template, prior to initiating the request or campaign, as the email field is no longer editable.

• For Pro or Enterprise accounts, when performing an advanced customer search, the Customer Bill / Ship Information tab is updated with four new search options in the Customer Type drop-down:
  • Customer is a BillTo
  • Customer is not a BillTo
  • Customer is a ShipTo
  • Customer is not a ShipTo
• For Enterprise accounts, new API users can perform various Cover Letter, Template, and Exposure Zone/Exempt Reason actions. Documentation is updated to reflect these new capabilities
• GenCert code is updated to clearly communicate error messages

July 23, 2015

Release 6.2.4

• For Pro or Enterprise accounts, the email address in the From field associated with a certificate or document request or campaign can be set to an email of your choosing. Contact Support to change the client notification email address in your company settings.
• For Pro or Enterprise accounts, Admin users can select whether the MTC and SST options appear in the Select Group drop-down menu. To access, go to Data Entry > Current Company > Stacks to be validated.

May 7, 2015

Release 6.1.7

• 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 29, 2015

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

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 27, 2015

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

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 27, 2015

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

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

Release 6.1.0.1

• Improved certificate request campaigns to allow for automated requests to custom exposure zones
• Decreased the import time for large data files

January 30, 2015

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

January 13, 2015

Release 6.0.32

• 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 16, 2014

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

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 13, 2014

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 30, 2014

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

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 26, 2014

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

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