Sage Intacct Unipay Release Notes
Unipay Release V2.0
September 9, 2025 | Product: Unipay
DESCRIPTION
The V2.0 release includes the following new features and improvements. The product has been renamed to Unipay. Application implementation and setup procedures remain unchanged, and can be found within the Unipay Help Center.
RELEASE NOTES
New features:
Ability to process partially paid invoices - Unipay will now also process payment requests for invoices that are in Partially Paid status within Intacct. Note, the integration will not be able to accommodate changes to invoices after a payment request has already been made.
Stripe is available as a payment processor - Stripe is now an option within the Payment Account Configuration within the Unipay Middleware. All implementation steps remain the same.
Ability to include a merchant logo - For Payment Accounts connected to Stripe, a user can include a logo which will be presented on the top left of the Pay Now screen when a customer is creating a payment method or paying invoices.
Pay more than one invoice at a time - For Payment Accounts connected to Stripe, when a customer clicks on Pay Now, they are presented with the ability to select more than one invoice to pay at a time. The customer will also be able to select an existing payment method or create a new one.
Pay Now Look Back Date - Within the Unipay>Payment Account Configuration, a field called Pay Now Look Back Date has been added. This field allows a user to determine how far back the Pay Now Link can function on invoices. Any Invoices with the Pay Now link that are due before this date will provide an error when the link is selected by a customer.
EFT Payment Interval - Within the Unipay>Payment Account Configuration, a field called EFT Payment Interval has been added. This field allows a user to determine when the integration should create the payment within Sage Intacct. By default, the option is “Wait for Provider Response,” which tells the integration to post the payment within Intacct when the payment has been made within the payment provider's site. If a user wishes to create the payment sooner, there is options for 0-10, 0 meaning that the payment will be created within Intacct on the same day the payment request is made on the payment provider site. Similarly, options 1-10 would mean the payment in Intacct will be made X amount of days after the payment request was made. Note, if a payment is made in Intacct from the integration, but fails on the provider side, the integration will reverse the payment.
Pay Now Button in UI - A Pay Now button has been added to the AR Invoice header. This link can be accessed at the same level (top or entity) where the Unipay Payment Account is assigned to. This link performs the same as the link that can be added onto the Invoice Printed Document Template. Users can click this link to assist customers with submitting a payment request or creating a payment method.
Consolidate Payments - Within the new Online Payments Customer Prefs object found at the bottom of a Sage Intacct customer record, a new setting “Consolidate Payments” has been added. This setting, when enabled, will create a single payment request for invoices that are for the same customer, currency, and due on the same date. This occurs when Autopay picks up invoices during its daily job run.
Import Center - A new Import Center has been added to the integration. To access the Import Center, from within your Sage company, go to Applications>Online Payments>Import Center. The Import Center can be used to create new Online Payments Customer Prefs objects or update existing in mass. Additionally, it can be used to create Online Payments Invoice Sync objects for existing invoices when you are a new customer.
Improvements:
Online Payments Customer Management in Sage Intacct - Moving forward, customer preferences such as Autopay and payment method will be managed within the Sage Intacct customer record. When a customer is created within Sage Intacct, a new Online Payments Customer Prefs record is created automatically. From this record, a user can enable the integration, enable or disable autopay, specify the payment method, and enable or disable Consolidated payments. This record can be updated manually through the customer record or in mass through the new import center. Additionally, can update the integration regarding the correct Payment Provider Customer ID, Mandate ID, or Payment Method ID.
Invoice management has moved to Sage Intacct - When an invoice is created, the integration will create a new Online Payments Invoice Sync object. This object will provide details on the invoice, such as whether it has been synced to the payment processor or if it has been paid. This object can be found on the bottom of the invoices when viewing it within Accounts Receivable, or within the Applications>Online Payments>Online Payments Invoice Sync object directly.
Performance Improvements - Performance improvements have been made within the integration to better process large quantities of transactions at one time. Additionally, new safety measures have been added within the integration and new objects to protect against duplicate payment requests.
KNOWN ISSUES
N/A
APPLIES TO
The release applies to all Unipay users and requires the most up-to-date package found in the Unipay Resources Page. Prior versions of the application will need to be upgraded to the newest version.
PREREQUISITES AND DEPENDENCIES
Proper permissions for the Unipay Web Services user within the Sage Intacct company.
User has signed up and created an account within Unipay.
ACTIONS
The improvements and bug fixes included in this upgrade require the installation of the most up-to-date package. Upgrades and New Unipay installations must use the setup files available in the Unipay Help Center - Resources Page
GoCardless for Sage Intacct Release V1.3
November 15, 2024 | Product: GoCardless for Sage Intacct
DESCRIPTION
The V1.3 release includes the following new features and improvements. Application implementation and setup procedures remain unchanged.
New Features
Record Transaction Fees when - For customers who’s GoCardless fees are deducted per transaction, the integration will account for the difference between the invoice amount (paid) vs. the amount deposited in the customer’s bank by GoCardless
Improvements
Update Customer Tab in Middleware to Allow Mass Update - The customer tab in the middleware now has a options to select more than one customer at a time to mass update their preferred payment method, turn on/off AutoPay, and default language for emailing.
Select All on this page option
Select all on all pages option
Check box on each row of table
Select all check box in table
Tooltips added to the customer tab - Tooltips have been added on the customer tab to
define the mass update options.
Improvements to the AutoPay Service and Customer Sync - Improving the processing of records during the Autopay and customer jobs to accommodate larger run times due to quantity of data.
Ability to View Mandate Status and List of Mandates - Two new columns have been added to the Payments Tab in the middleware.
Mandate Status - informs if there is an active mandate for this customer. Inactive will be present if no active mandate is found. This is sortable to allow the user to easily review which customers are missing a mandate.
Mandate - This is a clickable column where you see the list of active mandate id's for a customer.
Customer Sync Flag in Sage Intacct - A new field has been added to the customer record within intacct where a user can dictate which customers should be synced to GoCardless. This will allow users to exclude some customers who they wish to process payments in a different method.
Invoice sync Flag in Sage Intacct - A new flag is added to the Sage Intacct Invoice. By default this flag is true and will sync invoices. Users can then edit the invoice and disable this flag which will inform the AutoPay job to ignore this invoice and not create the Payment in GoCardless. This is to accommodate instances where the invoice is in dispute or any other instance where the invoice payment should not be captured by GoCardless.
Mandate Setup Link Within Sage Intacct - A new field is being added to Sage Intacct where a user can click to get a link where they can have the create the mandate with the customer. This is for instances where a customer has not clicked on the Autopay email or Pay Now Link. Users can manually reach out to the end customer and create the mandate.
Multiple Bank Accounts in a Single Payment Account - The financial entity field in the middleware has been replaced by a new table. The table will provide the Bank Account IDs from the Sage company. A user will be able to select multiple bank accounts and define the transaction currency associated to that account. Based on this configuration, the payment process will use the correct bank account when making Payments in intacct based on the transaction currency of the invoice.
Give Users the Ability to Define the GC Customer ID and Mandate ID within Intacct - Two new fields have been added to the Sage Intacct Customer record Payment Provider Customer ID and Payment Provider Mandate ID. A user will have the ability to populate these two options
Dropdown to Allow User to Determine Customer Sync Process - To accommodate instances where the customer is created in GoCardless prior to Sage Intacct, the customer sync field in the middleware has been replaced with a setting where a user can define how the Customer Sync process behaves.
Sync Sage Intacct Customers to Payment Provider
This option will Create Customers and Mandates from Middleware - (As the application works normally)
The 2 new fields being added (Payment Provider Customer ID and Mandate ID) can be used here to update the middleware with the correct Payment Provider ID and Mandate ID if they changed or were somehow created outside the links and urls. The customer Sync job will override what is in the middleware.
If the fields are blank, the middleware will retain the values it has
Sync Sage Intacct Customers Only to Middleware - (No sync to Payment provider)
This method will depend on the user to define the GC Customer ID and Mandate in the new fields found in the Sage Intacct Record
The user will need to generate the mandate and customer ID in GoCardless. They will not utilize the Pay Now Link or the URL in Sage Intacct.
If during the invoice sync, the system determines that the mandate is incorrect, the middleware will provide an error letting the user know that the mandate is incorrect in Middleware and Sage Intacct. User will need to update Sage Intacct mandate fields
If the fields are blank, then we should retain what we have in the middleware
Disable Customer Sync - (the sync job will not run)
This option disables the customer sync job completely.
KNOWN ISSUES
A fix has been made to the Payments screen within the Payment Account that corrects the missing decimal places within the payment amount.
APPLIES TO
The entire release was automatically applied to all GoCardless for Sage Intacct Customers
PREREQUISITES AND DEPENDENCIES
User has signed up and created an account within GoCardless for Sage Intacct.
User has access to a GoCardless Account.
Proper permissions for the GoCardless for Sage Intacct Web Services user within Sage Intacct company.
ACTIONS
The improvements and bug fixes included in this update are automatically applied to all GoCardless for Sage Intacct customers’ Intacct Companies, so no further action is necessary. The GoCardless for Sage Intacct User Guide is located in the Help Center. Please consult the Sage Intacct GoCardless for Sage Intacct Upgrade – System Changes and Features document available here. For details on any of the historical GoCardless for Sage Intacct releases, please continue to the next section of this document. The next section provides important information to assist customers on understanding the changes and features added to the GoCardless for Sage Intacct application.
GoCardless for Sage Intacct Release V1.2
August 16, 2024 | Product: GoCardless for Sage Intacct
DESCRIPTION
The following release notes are improvements and new features added in the V1.2 release of GoCardless for Sage Intacct.
New Features
Manual Mandate Migrations – A new tab has been added within a Payment Account called Mandate Upload. This section now allows users the ability to import existing GoCardless Mandates into the GoCardless for Sage Intacct application. This resolves the instances where a company is already utilizing GoCardless for payment processing and is now using GoCardless for Sage Intacct to initiate the mandate creation. Within this tab, a user can download a csv template, and import it back with the mandate information. Additionally, this screen will show a table of all previously imported Mandate files and their status.
Support for Order Entry – With the release of 1.2, GoCardless for Sage Intacct will now support Invoices generated from the Order Entry module. From within the Payment Account>Payment Account Details>Payment Connection Configuration screen, a new field called Include Order Entry Invoices has been added. When enabled, the system will include invoices that were generated from Order Entry and create a corresponding Accounts Receivable Invoice. The system will utilize the Order Entry Invoice ID as a reference. The GoCardless for Sage Intacct will support all payment methods for Order Entry Invoices. Additional permissions are required by the GoCardless for Sage Intacct Web User. Please refer to the User Guide and Setup Guide located in the Help Center for more details.
Pay Now Link for Order Entry – With the addition of Order Entry Invoices, a new Pay Now Link has been added to the application. The Pay Now link can be found via the Pay Now Hyperlink document located in the Help Center.
Improvements
Dynamic Localization – Users can now select the language utilized by the application. This will change the pages on the website to convert to the user's selected language. Additionally, the user has the ability to decide what language the emails sent to the customer should be in. Note, by default the Payment Account locale is English unless the user has a different country that belongs to a different locale.
Choose which Sage Customers to Sync – A workaround is now available for customers who don’t wish to sync all customers from the Intacct company. Users now can request a field be added to their Sage Intacct Customer Record called Sync to GoCardless. This field will serve as a flag informing the GoCardless for Sage Intacct application that this customer should sync over to GoCardless and invoice payments will be processed through GoCardless. When false, the GoCardless for Sage Intacct application will ignore that customer. This allows users to avoid having unnecessary customers synced to the middleware. To have this setting added, please request via support case before setup of your Payment Account or syncing customers to the GoCardless for Sage Intacct Application.
KNOWN ISSUES
A fix has been deployed regarding the issue with Character Limits on Payment Accounts. Customers should no longer run into an error when creating a Payment Account with more than 64 characters.
A fix has been made to the issue with the Transaction Amount on emails sent by GoCardless for Sage Intacct. The emails will now show the Transaction Amount based on the Transaction Currency within the Sage Intacct Invoice.
PREREQUISITES AND DEPENDENCIES
User has signed up and created an account within GoCardless for Sage Intacct.
User has access to a GoCardless Account.
Proper permissions for the GoCardless for Sage Intacct Web Services user within the Sage Intacct company.
ACTIONS
The improvements and bug fixes included in this update are automatically applied to all GoCardless for Sage Intacct customers’ Intacct Companies, so no further action is necessary. The GoCardless for Sage Intacct User Guide is located in the Help Center. Please consult the Sage Intacct GoCardless for Sage Intacct Upgrade – System Changes and Features document available here. For details on any of the historical GoCardless for Sage Intacct releases, please continue to the next section of this document. The next section provides important information to assist customers on understanding the changes and features added to the GoCardless for Sage Intacct application.
GoCardless for Sage Intacct V1.1
July 18, 2024 | Product: GoCardless for Sage Intacct
DESCRIPTION
The V1.1 release includes the following new features and improvements. Application implementation and setup procedures remain unchanged.
Improvements
Only Instant Payments – Before the update, when a one-time instant payment is created, we also create a direct debit mandate for future automatic payments (if the Intacct user wants to enable automatic payments). Now, we have allowed for the separate creation of these two mandates where each mandate is created discretely based on the end customer’s preference. In the GoCardless for Sage Intacct>Customers view, a user will have the option for Payment Method:
DirectDebit + InstantBankPay: If the Invoice transaction currency and Bill To country combination is eligible for Instant Bank Pay, then during the first Invoice Payment for the customer, the system sends Direct Debit instructions for regular Mandate authorization and also initiates an Instant Bank payment request for the first Invoice alone. For future invoice payments, the system checks if a regular mandate is available, and if yes, the system initiates a regular payment request.
DirectDebit: The system validates to check if the customer has a valid Mandate in place, if true, the application will initiate a regular payment request. If not, the system will initiate a Direct Debit authorization request, and once authorized, the system will automatically initiate a regular payment request.
InstantBankPay: The application will always send Instant Bank Pay Authorization requests for all Invoice Payments.
Submit for Faster Payments Based on Currency and Supported Country by GoCardless - Prior to 1.1, the solution included Instant Payment only by currency. It should also have been looking for country code as well. For example, today faster_payments are supported in the UK (GBP) and sepa_credit_transfer and sepa_instant_credit_transfer are supported only in Germany (EUR). With 1.1, the solution will continue to check the Invoice Currency, and for country check, validate BillTo country from Intacct Invoice.
example: apply faster_payments only if invoice currency is (GBP) and invoice_bill_to_country is “UK”
similarly apply “sepa_credit_transfer” or “sepa_instant_credit_transfer” only if the invoice currency is “EUR” and the invoice_bill_to_country is “DE (Germany)”.
Encrypt Sensitive Data - The solution is now encrypting sensitive data that is being passed from UI to Middleware's backend application.
Encrypt the Login Password from UI and Decrypt it in the Middlewares’s backend application.
Do not pass back sensitive information back to UI when a user/payment account list is requested.
New Features
Multiple Bank Accounts and Transaction Currencies - A user can now request to have multiple Bank Accounts assigned to a Payment Account in GoCardless for Sage Intacct. Each bank account can be assigned a specific transaction currency. The system will then create the payment within Sage Intacct against the correct bank account based on the transaction currency assigned. To set this up, users will require a support ticket requesting for this configuration. Users will then be provided a csv template to populate the bank accounts and their related transaction currency. In a future release, a UI element will be added which will allow users the ability to manual create these relationships.
KNOWN ISSUES
Issue with the Pay Now Link at the Top Level. An updated link has been generated and will be updated to the documentation.
PREREQUISITES AND DEPENDENCIES
User has signed up and created an account within GoCardless for Sage Intacct.
User has access to a GoCardless Account.
Proper permissions for the GoCardless for Sage Intacct Web Services user within Sage Intacct company.
ACTIONS
The improvements and bug fixes included in this update are automatically applied to all GoCardless for Sage Intacct customers’ Intacct Companies, so no further action is necessary. The GoCardless for Sage Intacct User Guide is located in the Help Center. Please consult the Sage Intacct GoCardless for Sage Intacct Upgrade – System Changes and Features document available here. For details on any of the historical GoCardless for Sage Intacct releases, please continue to the next section of this document. The next section provides important information to assist customers on understanding the changes and features added to the GoCardless for Sage Intacct application.