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Treasury Automation Suite for Dynamics 365 for Finance & Operations

Release Date	Version #	Release Description
Sep 23 2020	10.8.1-D365-00, MS 10.0.x-OneVersion, all PUs See https://sksoft.com/10-0-8-or-greater-readme if compiling on TAS 10.5.1 or lower on MS D365F 10.0.8+ (PU32+)	AP EFT – v2 of payment remit report Direct Debit – mandate automation support for AUDDIS (UK) Credit Card/Paylink – Skip CC authorization for partial ship, performance enhancements
June 29 2020	10.7.1-D365-00, MS 10.0.x-OneVersion, all PUs See https://sksoft.com/10-0-8-or-greater-readme if compiling on TAS 10.5.1 or lower on MS D365F 10.0.8+ (PU32+)	Maintenance release
April 27 2020	10.6.3-D365-00, MS10.0.x-OneVersion, All PUs (if 10.6.2 was installed this version should replace it)	Direct Debit – support automation when using journal workflow Credit Card Reconciliation – enhanced to support global, multi-currency formats
Dec 21 2019	10.5.1-D365-00, MS 10.0.x-OneVersion, all PUs See https://sksoft.com/10-0-8-or-greater-readme if compiling on TAS 10.5.1 or lower on MS D365F 10.0.8+ (PU32+)	Workspaces – 3 new ones added Bank Rec – allow editing of posting date AR eSettlement – new matching features Credit Card – Call center enhancement Unlocking Key – simplified entry
Oct 3 2019	10.4.2-D365-00, MS 10.0.x-OneVersion, all PUs See https://sksoft.com/10-0-8-or-greater-readme if compiling on TAS 10.5.1 or lower on MS D365F 10.0.8+ (PU32+)	ExFlow (AP Automation) now bundled with TAS install FileHub adds Enhanced Security Bank Rec – can split a transaction, if clear on separate days AR eSettlement – use AReS tools to settle transactions in AR’s open customers transaction form. CCA – allow CC prepayment in Sales Order CCA – allow bulk processing in A/R journal
May 20 2019	10.3.0-D365-00, MS 10.0.x-OneVersion and 8.1 See https://sksoft.com/10-0-8-or-greater-readme if compiling on TAS 10.5.1 or lower on MS D365F 10.0.8+ (PU32+)	New module – Credit Card Reconciliation Paylink – supports all remote entry of CC numbers AP EFT – data validation rules added
Apr 5 2019	10.2.9-D365-00, MS10.0 and 8.1	Support for MS Spring, 2019 release and “One version” AR eSettlement – support for std. D365 deductions
Feb 26 2019	10.2.5-D365-8.1 and 8.0	Bank Rec – match payments by inbound reference number APEFT+/Direct debit – Multi-company files, send file now works with D365 workflow Direct debit – split journals by payment date AR eSettlement – add matching by Payment ID Credit Card – percent allowance – capture amount over authorization amount. One-time customer support. ePay – multi-currency support. Option to disable wallet access.
Oct 23 2018	10.1.7-D365-8.1	Support for D365-8.1 (Fall, 2018) Same feature set as 10.1.7 below.
Sep 28 2018	10.1.7-D365-8.0 and 7.3	In-house banking – interest fees and appropriations Direct debit – mandate automation Credit card – Support for project & service orders Support for BankConnect (DK)
May 31 2018	10.0.1-D365-8.0 and 7.3	First release on D365-8.0 New modules – Payment Factory Automation, In-house Banking Integration with Flintfox – TPM
Jan 12 2018	9.3.1-D365-7.3 (D365-Dec, 2017)	First release on D365-7.3. Fully extended solution CCA – support for PayFabric v3
Apr 23 2018	9.4-D365-7.2 and 7.3	Numerous enhancements in many modules: – eBankRec – APEFT+ – AR eSettlement – ePay (customer portal) – Credit Card Advantage
Dec 8 2017	9.3.0-D365-7.2 (D365-July, 2017)	eBankRec – numerous productivity enhancements AP EFT/Direct Debit – background processing of email remittances ePay – support for parent/child payments
Aug 30 2017	9.1.2-D365-7.2 (D365-July, 2017)	Same features as 9.1.3-6x (2012) below plus Credit Card Advantage (CCA) – Sales Order – Call Center
Aug 28 2017	9.1.2-D365-7.1 (D365-1611)	Same features as 9.1.3-6x (2012) below plus Credit Card Advantage (CCA) – Sales Order – Call Center
Feb 23 2017	8.8.1-D365 (1611)	Bring functionality current with AX2012 v8.7 Support for ePay Advantage
Nov 30 2016	8.2.10-D365 (1611)	Support for 1611 (U3) release Enhanced FileHub security (DNS authentication, support for encryption).

Treasury Automation Suite for Dynamics AX (2012)

Release Date	Version #	Release Description
6/29/2018	9.5.1-6x	CCA – enhanced authorization – SO Confirmation, wave picking Other minor enhancements
3/27/2018	9.4.5-6x	Credit Card Advantage (CCA) – Numerous enhancements including full support for one/multiple cards in A/R payment journal
12/20/2017	9.3.0-6x	Support for R3CU13 Minor updates to AP EFT+ and AR eSettlement/Lockbox
7/26/2017	9.1.3-6x	eBankRec – eBankRec bank statement reconciliation – statement focused recon, along with remit text analysis of statement details. Support for any type of GJ account type created during import/mapping – Reconciliation bank statements – detailed inquiry – Bank statement monitor – tracks missing statements – with alerts AP EFT+ – Support for bank format/field validation setup – A/P journal exception reporting and field validation Direct Debit (AR EFT+ renamed to Direct Debit) – Email templates – add payment currency and Invoice currency as variables that can be used in e-mail templates. Payment date added as an option to the e-mail template outside of the payment block (#4258) – Module renamed to Direct Debit – Enhanced mandate support – Support for bank format/field validation setup – A/R journal exception reporting and field validation – Return file support – Reverse posted payment transactions ePay Advantage – Support for ePay v6 R2 (6.0.1) Credit Card Advantage (CCA) – Sales order/call center now supported (PayFabric connector)
1/19/2017	8.9.1-6x	Support for R3CU12 AR eSettlement/Lockbox – support for Wells Fargo AR remittance format
11/21/2016	8.8.1-6x	AR eSettlement/Lockbox – enhanced matching with remittance text analysis
9/19/2016	8.7.2-6x	Support for R3CU11 EFT+–Inbound file relocation EFT+-multi-effective dates PayLink – pre-pay sales orders Lockbox – Flintfox-TPM integration
7/15/2016	8.6.0-6x	Re-branding to Treasury Automation Suite AP EFT Plus! – multi-effective dates ePay – support for project invoices
7/9/2016	(AX7) 8.2.8-7U1/2	Support for U1 (U2 also supported) Re-branding to Treasury Automation Suite
5/25/2016	(AX7) 8.2.7-70	Model ID adjusted to not cause conflicts Fix create customer issue Fix unlocking key issue
5/4/2016	(2012) 8.4.1-6x	AP EFT Plus! – custom addenda configurations AP EFT Plus! – update pmt jrnl dates from effective date ePay – support for 5.0/R2 – service charges AR eSettlement – customer invoice/invoice balance matching rules AR eSettlement – import notes
4/26/2016	(AX7) 8.2.6-70	Support for AX7-RTW Feature set compatible with AX2012 – v8.2.5 Introduction of secure FileHub technology
2/1/2016	8.2.5-6x	Support for R3CU10 FX Automation feature added (requires APEFT Plus!) AR eSettlement – auto-post fully settled items AR eSettlement – workbench research alerts AR eSettlement – workbench usability AR eSettlement – numerous write-off enhancements (reason codes)

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