Client Management
- 100% redaction of stored card references after 1 month of inactivation of a regular payment
- All client information lookups are now handled by Profiler Core
- All client payment information lookups are now handled by Profiler Core
- Migrated Profiler Core to .Net 10
- Added [desc1] as an available field for a client template for regular payments to allow the same template to be used for RAPID notifications and also regular payment firing manually
- Added option to show the Bank ID on the regular payments Automatic settings if required for Direct Debits (South Africa)
- Updated the Date Selector to the modern version on Client > Payment > Edit
Payments
- We store the Card Type (when known) in the Payment Gateway log
- Updated the Direct Debit On Screen Processing screen to use the modern date selector
Setup
- Instant Receipt setup terminology improved to explain better what each option means
Reports
- Report CLI006 now allows for searching by free-form text
- CLI006 now uses modern date selector
Integration / RAPID
- Improvement in the WooCommerce back-end API lookup when looking up a WooCommerce store for further details on the order passed to RAPID
- Added inbound word/phrase swap for any inbound RAPID transactions in Setup > Integration > Rapid Inbound Text Replacement allowing you to sense a word or phrase and swap it for other text, or other data in another field.
- Added OrgTypeID as a passable field from Rapid
- Added ability for CA (California) state clients to be split out as Line By Line payments to Xero, rather than DEP for Tax Reasons
- Added logic to RAPID to auto select a Regular Payment if the matched client already has one and the amount $ matches and the payment is a REG, rather than creating a new one by default selection
Fixes
- With Xero Line By Line payments enabled, and a invoice number entered on manual payment entry, we were ignoring that value, and creating a PAYxxxx invoice. Instead, we now will associate the payment to the manual invoice number in Xero (if entered)
- Icon for a client category selection would crash if the icon selected is empty
- Xero settings would not save the tick box for “Create new clients on each transaction”
- We did not always detect Amex as a card type, especially when an external party has processed the entire card transaction
- Credit Card update would not save if using Stripe Elements (token)
- PAY007 report would fail in some conditions with a amount AND condition
- Fixed a bug where SRC002 would crash and not return results in all situations
- Inbound M365 emails were not always saving the message body as an interaction
- Improved inbound Xero transactions (Bank, Receive Money) if a client is created, and makes multiple payments on the 1 day
- Improved the FunraiseUp Sync function now they support payments received after a specific date and time via their API making it more reliable
- RAPID payments lookup could crash if mulitple linked regular payments were returned
- Sales Invoice selector would not allow 2026 as a selectable year on the invoices due tab
- Fixed an issue where if you are logged in, but don’t do anything after selecting the competition, Profiler would loose the selected competition. (> 30 mins)