Infinia Integrator What’s New Software Version: 8.0.0.0

Infinia Integrator What’s New

This “What’s New” document will detail the major enhancements, new features, and changes made to the software since the version 7.0.2.0 release.

Support for Disable Account Substitution Setup screen when using this Binary Stream Multi-Entity MEM feature

The Infinia Integrator now supports the Binary Stream Multi-Entity MEM Disable Account Substitution Setup screen. This screen allows the user to disable account substitution by document distribution type. In the example screenshot below, the PAY document distribution type is enabled for account substitution, while all of the other document distribution types for payables transactions are disabled.

Here are a few examples and how the Integrator will handle these types of imports.

The first example is as follows:

  • AP transaction for entity 300
  • GL expense distributions are entity 200 and 100
  • MEM disable account substitution set for all distribution types, except PAY.

Here is how the transaction looks in Excel.

Here is how the transaction is pasted into the Integrator using the Execute MEM Account Substitution checkbox in the Integrator. You can see that account substitution only occurs for the PAY distribution type, since the others are disabled in the MEM setup screen, leaving the entities to 200 and 100.

The second example is as follows:

  • AP transaction for entity 300
  • GL expense distributions are entity 200 and 100
  • MEM disable account substitution set for all distribution types, except PAY.

Here is how the transaction looks in Excel.

Here is how the transaction is pasted into the Integrator when NOT using the Execute MEM Account Substitution checkbox in the Integrator. You can see that account substitution does not occur for any of the accounts, leaving the entities to 200, 100, and 000.

Support for New EFT and Email fields when using the Integrator AP Master Record import

The Infinia Integrator now imports the following EFT and Email fields when using the Integrator AP Master Record import. These fields have been added to the Integrator AP setup screen, and can be imported for NEW or EXISTING vendors.

Examples in Excel:

When the import is complete, the Vendor EFT Bank Maintenance window will be updated with Bank Name, Transit Routing Number, Bank Account Number, and IBAN number. Bank Country will default to United States. Account Type will default to Checking. File Transfer Method will default to Not Specified. Currency ID will default to US currency.

When the import is complete, the Internet Information window will be updated with the email addresses selected on the import.

With this new import, the AP audit report has been updated to add the new imported fields.

Upgrading to version 8.0.0.0

To complete the upgrade to 7.0.2.0, please follow the separate upgrade documentation found on our FTP site. When the upgrade is complete, you will need to rebuild the Infinia Integrator SQL objects as noted by this dialog box when you open the Integrator for the first time after the upgrade install.

When rebuilding the Infinia Integrator SQL objects, you will need to reset the Vendor Master File, by marking the checkbox below. This will reset the import fields to the default. After the rebuild is completed, go into the AP setup and re-mark the fields you want to import for the AP import. The new EFT and Email fields will now also be available.

Contact Information

If you are an end-user customer and need support regarding the Infinia Integrator, please contact your Microsoft Dynamics GP partner.

If you are an Infinia partner for Integrator, please see the contact information below. All support should be directed to support@infiniatech.com and is subject to your Infinia Partner Agreement.

 

Contact Information
Sikich, LLP
c/o: Infinia Integrator
1910 St. Joe Center Road, Suite 35
Fort Wayne, IN 46825-5000

Phone: 260.485.0665

Support: support@infiniatech.com
Sales: sales@infiniatech.com
Renewals: renewals@infiniatech.com