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ECM Essentials Release Notes

This article applies to:AvaTax

Release month: August 2022 

What's new 

  • Added the functionality to delete certificates in ECM. For details, see Delete a certificate.
  • Added the functionality to pause and resume certificates. When a certificate is paused, it will no longer exempt transactions in AvaTax until that certificate is resumed.For details, see Pause and resume a certificate.
  • Added the ability to delete customers in ECM, whether or not they are linked to a certificate. For details, see Delete an exempt customer record.

Enhancements 

  • Under the History tab of the customer page, the certificate link is updated to point to the new certificate page.
  • On selecting the Add a certificate button on the customer page, the name of that customer appears in the Customers field at the top of the certificate creation page.
  • On the certificates search page, the table is updated to display the newest certificates at the top of the table.
  • Added a setting to enable or disable the auto-request feature for expiring certificates.
  • Added the ability to view the default certificates your customers.

Fixes 

  • Fixed an issue that caused tax ID numbers to appear as strings of encrypted characters.
  • Fixed an issue that caused an error when removing tax regions from a customer.

Release month: July 2022

What's new 

On the certificate search page, the Add a certificate button is added at the top-right corner of the page. Users can select this button to add a certificate directly from this search page.

Enhancements

  • The Certificates page is redesigned to make it easier to use.
  • The Filters panel now opens by default when the Customers or Certificate page opens.
  • On the Customers page, if no exemption certificate is associated with a customer, an alert message appears indicating about the missing certificates.
  • The content of the email that is sent when requesting a certificate from a customer has been improved for clarity.
  • If you request certificates for a specific region, then in the Request a certificate page, the customer's existing regions appear under Regions covered by this certificate drop-down. 
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