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Treasury Automation Suite for Dynamics 365 for Finance & Operations
| Release Date | Version # | Release Description (major enhancements) |
|---|---|---|
| Dec 30 2020 | 10.9.2-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+) | New module – Supply Chain Finance New Azure based FileHub option – BankFabric (beta) APEFT/Direct Debit – options to configure when field validation should be performed Direct Debit – full automation from workflow through advanced emails and auto-send file on target date Credit Card Reconciliation – Heartland format added |
| Oct 30 2020 | 10.8.2-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+) | Single fix: eBankRec – Fixed issue to enable reconciling. Must use 10.8.2 NOT10.8.1 |
| 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 IMPORTANT – if using eBankRec, then you must use 10.8.2 |
| 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 |
| 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 |
| 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 |
| 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+ Direct Debit (AR EFT+ renamed to Direct Debit) ePay Advantage Credit Card Advantage (CCA) |
| 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) |
