Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Version 21.2.3.1
as of Business Central 21 2024/12/09
Modifications
The resourceExposurePolicy settings of the extension have been changed.
Update of the NAVAX Payments Base extension.
Corrections
The following error occurred during the automatic application: 'Applies-to ID' must not be '' in '** ledger entry': 'Entry No.=***'. The current value is '***'.
Version 21.2.3.0
as of Business Central 21 2024/12/03
Improvements
Improvement of the application suggestion logic in the Cash Receipt and Payment Journal pages.
For more information, see Tasks, Imports, Applying Open Entries.
Performance of the application suggestion in the Payment Receipt and Payment Journal pages improved.
On the NCP Imports Matching Analysis page, the column fixation has been adjusted to make the view and analysis easier.
The Account Name field has also been added to the NCP Imports Alloc. Analysis page.
The field Line Information in the NCP Imports Alloc. Analysis page now shows the origin of the application suggestion, making it easier to analyze the suggestions.
Modifications
Update of the NAVAX Payments Base extension.
New option Payment Reference added to the fields Trans. Description and Trans. External Document No. in the NAVAX Payment Imports Setup. Additionally, the option Payment Reference/Purpose has been added to the Trans. Description field.
On the Import Data and Import Transactions pages, the action Transfer has been renamed to Transfer or Transfer Line.
Visibility of some import fields in the Cash Receipt and Payment Journal pages changed to improve the overview.
Corrections
A bug related to Fixed Account Allocations and Dimensions has been fixed. It could happen that the dimensions were not correctly adopted.
Setup, Imports, Fixed Account Allocations
The warning message after the application suggestion, that journal lines already exist in another journal, has been revised.
The calculation of the rating of the suggestion has been adjusted to recognize slightly different entries by the payers.
Version 21.2.1.0
as of Business Central 21 2024/09/05
New Product Name
The NCPI Payments Import extension has been renamed to NAVAX Payment Imports.
Improvements
Menu structure in the accountant role center tidied up.
A new feature has been added that displays a message and overview when the automatic application skips entries because they already exist in other journal pages. This helps users avoid duplicate entries and maintain an overview of their transactions.
In the Payment Journal and Cash Receipt Journal pages, the Apply Suggested Application - line action has been integrated in the "Show more options" (three dots ⋮) menu.
In the Apply Vendor Entries and Apply Customer Entries pages, the fields NCP Imports Payment Reference, NCP Imports Remittance Info., and NCP Imports Additional Information have been added. Additionally, the Import Transaction Card action has been added. This facilitates manual follow-up of reconciliation suggestions.
Modifications
The logo of the extension has been changed.
Version 21.2.0.2
as of Business Central 21 2024/08/01
Improvements
Redesign of the menu structure in the payment journal pages and cash receipt journal pages.
Version 21.2.0.1
as of Business Central 21 2024/07/23
Corrections
During the installation of NCP Payment Base, an entry was mistakenly created in the license management. This error has been fixed, and an update routine has been created to delete the entry.
Version 21.2.0.0
as of Business Central 21 2024/06/21
Important
For On-Premises an update of the License or the following granules is required:
1001730 NCPI Payments Import by NAVAX
Improvements
Preparation for integration of konfipay Connector.
The download of bank codes now occurs in JSON format to improve download performance.
For creditor/customer bank accounts, the SWIFT code field has been expanded with a lookup to the SWIFT Codes table.
When downloading bank codes from multiple sources, the source was not indicated in the notifications or error messages. This has now been corrected as it is very helpful for analysis to know which source caused an event.
Some tooltips have been corrected.
Version 21.1.7.4
as of Business Central 21Important Update 2024/06/06
Corrections
Error message when executing the Application Suggestion, "The Length of the string is 23 but it must be less than or equal to 20 characters. Value: @**********" the error has been fixed.
Version 21.1.7.3
as of Business Central 21Important Update 2024/05/24
Corrections
Error message when performing the Application Suggestion if a corresponding entry was searched for using the payment reference in the Creditor/Debtor No.
Version 21.1.7.2
as of Business Central 21 2024/05/06
Corrections
A correction has been made to the automatic application logic. Entries or accounts were not suggested correctly.
The Import Suggest Application in the journal entries previously had problems with applying entries that included payment discounts. As a result, these items were not applied correctly or could not be found properly. To be able to reconcile the entries, it was necessary to set up the application tolerance amount in the NCPI Payments Import Setup to be higher than the payment discount.
Version 21.1.7.1
as of Business Central 21 2024/04/17
Corrections
Error message when performing the Application Suggestion if a corresponding entry was found for an entry due to the payment reference.
Obsolete actions on the NCPI Payments Import Details page have been hidden.
Version 21.1.7.0
as of Business Central 21 2024/03/12
Note
This version is also available as a downgrade version for Business Central 20 and 19.
Improvements
The automatic application can now be set up so that separators in the External Document No. field are taken into account. Previously, the automatic application was not possible if the structure of the External Document No. contained a special character (separator).
Example:
External Document No: 123456_DIVISION, but the purpose of the payment only imported 123456.
The matching logic has been improved and now provides even more results.
The Bank Account Setup menu has been added to the setup wizard.
On the NCPI Import page, the Open Reconciliations and Posted Statements actions have been removed from the Data menu. This only applies if the import option in the NCPI Setup has been set to Bank Account Reconciliation.
The function Keep Account Allocations did not work in certain constellations, the error has been fixed.
The setup wizard has not set the status correctly in the Assisted Setup overview page.
In the setup wizard, the values of the fields Source Code from Import, Source Code from Bank Acc. Reconciliation and Fixed Account Allocations Exist were not shown correctly or were not calculated if they were already configured.
In the Cash Receipt Journals, a 0 was shown in the Direct Debit Type field if the line was not of type direct debit.
Version 21.1.6.2
as of Business Central 21 2023/11/17
Improvements
Improvement of user experience - actions in the Payment and Cash Receipt Journal pages have been reorganized.
Improvement for developers: The propagateDependencies option is now set.
Modifications
Update of the NCP Payments Base extension.
Version 21.1.6.1
as of Business Central 21 2023/11/07
Improvements
Added new option Keep Account Allocations in the NCPI Payments Import Setup. If the option is enabled, account numbers will be suggested during application suggestion even if no matching documents are found to application.
Version 21.1.6.0
as of Business Central 21 2023/06/07
Important
For On-Premises an update of the License or the following granules is required:
1001730 NCPI Payments Import by NAVAX
Business Central Update
Modifications
Some actions have been renamed and rearranged in the payment journals.
Corrections
Fixed error in automatic application with payment discount and/or payment discount tolerance.
Actions and fields of NCPE Payments Export and NCPI Payments Import have been moved. Before it was not possible to use Business Central standard for e.g.: Payment File Export if NCPI Payment Import was installed. The same applies to NCPE Payments Export.
Version 21.1.5.0
as of Business Central 21 2023/04/06
Improvements
The NCPI Import Fixed Account Allocations page can now be accessed via Tell me what you want to do?
In the Fixed Account Allocations it is now possible to assign Dimensions, these are automatically carried along when posting and written to the entries.
On the NCPI Import Data and NCPI Import Data Card pages 3 new fields have been added. Closing Booked last Statement, Transaction Amounts and Closing Booked. These fields are for better overview of account balances.
The application suggestion of customer payments now also searches for the External Document No. in the entries.
Modifications
The NCPI Import Data and NCPI Transactions pages have been redesigned to make it easier to work with NCPI Import. They now provide all the functions of a list page.
Navigate function implemented on the NCPI Import Transactions and NCPI Import Charges pages. This can be used to search for related entries, as in Business Central Standard.
On the NCPI Import Data Card page, the Bank Account field has been set to editable, if this could not be assigned automatically it is now also possible to change the bank account in the card.
Corrections
On the NCPI Import page the name of the action Transfer was corrected, here the translation into German was missing.
Tooltips and captions on some pages corrected and improved.
Version 21.1.4.0
as of Business Central 21 2022/12/21
Business Central Update
Improvements
Actions structure has been improved. The new action groups introduced with Business Central have been integrated into the current version of NCPI Payments Import and the menu structure has been improved.
A drop zone has been added to the NCPI Import page. Via the drop zone, single or multiple files can be uploaded via drag & drop.
Modifications
In the NCPI Payments Import Setup table, the field "Document No. Alloc. Accuracy" field has been replaced by the "Doc. No. Alloc. Accuracy". The object name was too long and might cause errors in future Business Central versions. When upgrading NCPI Payment Import to version 21.1.4.0, the change is performed automatically so no breaking change can happen.
Corrections
The fields SEPA Credit Transfer Scheme, NON-SEPA Credit Transfer Scheme, SEPA Direct Debit Scheme, Originator ID and Originator ID Issuer have been removed from the Bank Account Setup table. The fields will be used only in NCPE Payments Export and will be moved there.
The NCPI Initial Setup Wizard was created several times in the GuidedExperience, which caused the NCPI Payment Setup and the Setup Wizard to be shown several times.
Version 20.1.3.2
as of Business Central 20Important Update 2022/09/09
Corrections
Fixed an error in the automatic application suggestion, no automatic application suggestion was possible because it was interrupted with an error.
Version 20.1.3.1
as of Business Central 20Important Update 2022/08/25
Corrections
When posting Sales Documents, a message appears that a customer entry could not be found if there is no NCP Pay with QR Code setup.
Version 20.1.3.0
as of Business Central 20 2022/08/12
Business Central Update
Improvements
The bank statement import now automatically detects which file is being imported, the selection window by which the file type was to be selected is not necessary and is no longer displayed.
In the Import Suggest Application in the journals already correctly found customers or vendors were skipped although such were found based on the external bank account number. During the application search, a complex logic of priorities is used, where the item has the highest priority. This logic has now been improved in that debtors but also creditors are no longer skipped as soon as the external account number was found and also the search of information in purpose and the payment reference has been improved so that now an improved result comes out in the application suggestion.
A new function has been integrated in NCP, this allows to add a QR code to the invoice for the functionality Numbers with code.
Progress indicators built into all relevant functions. These include the import of files and the transfer of files.
The result of the automatic adjustment suggestion has been improved so that the automation level has been increased.
Corrections
Code corrections.
Version 19.1.2.0
as of Business Central 19Important Update 2022/03/31
Corrections
An error when importing a CAMT file if it contains reversal postings has been corrected.
Version 19.1.1.0
as of Business Central 19 2022/02/25
Business Central Update
Improvements
The MT940 import format has been added to NCPI Payments Import.
Modifications
Actions and fields related to licensing have been removed from NCPE Payments Export as they have all been added centrally in the NCEX Extension Base extension.
Corrections
When updating the exchange rate, an error occurred regarding the currency with code '', this was fixed and an upgrade routine was created.
Release Notes Payment Imports
