Release Date: August 13, 2025

Status: Live

Overview

This release adds new ways to search, pay, and track AMS360 invoices directly through AndDone. Customers can now look up invoices by number, and merchants get better tools to filter and identify AMS360 transactions.

What’s New

1. Search Invoices by Invoice Number

What it does: Customers can now pay specific AMS360 invoices by entering the invoice number directly on the payment page.

How it works:

• Customers choose between standard Anytime Payments or the new Invoice Lookup option
• Enter a valid AMS360 invoice number to instantly pull up invoice details (customer info, amount due, dates)
• If the invoice number is invalid, a helpful error message appears

Why it matters: Faster payments with fewer errors. Customers get exactly what they need without extra steps.

Customer-facing: Yes

2. Automatic Invoice Payment Limit Checks

What it does: The system now prevents customers from paying invoices that exceed your account’s payment limits for ACH or card transactions.

How it works:

• AndDone automatically checks invoice totals against your configured limits
• If an invoice exceeds the limit, customers see a clear message explaining why the payment can’t be processed that way

Why it matters: Keeps all payments within compliance and prevents failed transactions.

Customer-facing: Yes

3. Complete AMS360 Invoice Payments

What it does: Customers can now complete payments for validated AMS360 invoices with an automatic receipt.

How it works:

• After invoice validation, customers only see payment methods that work for their invoice amount
• Once payment is successful, a receipt is automatically generated

Why it matters: Streamlined checkout with built-in safeguards and instant confirmation.

Customer-facing: Yes

4. View AMS360 Transactions in Payment Listings

What it does: AMS360 payments are now clearly marked in your payment dashboard for easier tracking.

How it works:

• AMS360 transactions show a Vertafore logo in the “Ref Value” column on the payment listing page
• Payment detail pages display “AMS360” under “Initiated From”
• Customer and merchant receipts still show “Anytime Payments” for consistency

Why it matters: Quickly identify where payments originated without changing the customer experience.

Customer-facing: Yes

5. Filter Payments by Source

What it does: Merchants can now filter payment listings by payment source: Anytime Payments, AndDone.js, or AMS360.

How it works:

• New filter options appear based on your active Feature Access settings
• Only see filters for features you’re currently using
• Historical AMS360 transactions remain visible even if the feature is later disabled, but the filter option will be hidden

Why it matters: Better control and visibility into payment data. Easier to analyze transactions by source.

Customer-facing: Yes

The post AMS360 Enhanced Invoice Payments & Transaction Management  appeared first on AndDone.

What’s new

Merchants can now link their AMS360 bank accounts to the platform and designate a default bank under Business Settings. The available bank options are pulled directly from the accounts already configured in AMS360. When posting receipts, the system automatically suggests the default bank but allows merchants to override it on a per-transaction basis. Once posted, receipts appear in AMS360 under the bank name selected during the posting process.

Why it matters

Before this change, there was no way to associate payments made through the platform with specific AMS360 bank accounts. Merchants can now post receipts directly to the correct bank in AMS360, keeping their records organized and reconciliation straightforward.

Introduces individual and bulk receipt posting to AMS360

What’s new

A new “Post Receipts” tab is now available on the Payment Listing page, displaying AMS360-eligible transactions based on the merchant’s selected filters. Merchants can select one or multiple transactions and submit them for posting in a single action. Only transactions in an Authorized or Settled status are eligible — Failed, Refunded, and Chargeback transactions are excluded. The system requires full posting only; partial posting is not supported. Eligible transactions can also be re-posted individually from their Transaction Details page if needed.

Why it matters

You can now post receipts to AMS360 in bulk directly from the payment listing, eliminating the need to handle transactions one by one. The eligibility rules are enforced automatically, reducing the risk of posting transactions in invalid states.

Adds Invoice Count column to Authorization and Settlement reports

What’s new

The Authorization and Settlement reports now include a new “Invoice Count” column that displays the number of AMS360 invoices associated with each transaction.

Why it matters

You can now see at a glance how many AMS360 invoices are tied to a given transaction without needing to navigate to individual transaction records, making it faster to audit and reconcile payment data.

Updates CSV filename convention for AMS360 compatibility

What’s new

The naming convention for exported CSV files has been shortened to comply with AMS360’s 35-character filename limit, which was causing filenames to be truncated. Authorization reports are now named AMS360_auth_yyyy_mm_dd_D and Settlement reports are named AMS360_settled_yyyy_mm_dd_D, where D is a sequence counter (e.g. _01) to differentiate multiple files exported on the same day. Previously generated files retain their original names and must be manually re-exported if the new naming convention is required.

Why it matters

Before this change, long filenames were being cut off by AMS360’s character limit, which could cause files to be unreadable or misidentified on import. Exported files now import cleanly into AMS360 without truncation issues.

Production Release Notes – AMS360 (AN_AMS360_V7)

Release Date: Jan 8, 2026

Release Status: Deployed to Production

This release bundle includes functionality related to AMS360 receipt posting through APIs.

────────────────────────────────────────────

AMS360 Bank Configuration for Receipt Posting

This update allows merchants to integrate AMS360 bank accounts with the AndDone platform for accurate recording of payments and receipts.

• Set a Default Bank: Merchants can choose a preferred bank name under Business Settings. The available options are based on the bank accounts already set up in AMS360. This will act as the “Default Bank,” and the system will automatically suggest it for all receipt postings.
• Flexible Posting Options: While a default bank is set, the merchant is not locked into it. When posting receipts to AMS360, the merchant can manually override the default and select a different bank for specific transactions if needed.
• Seamless Integration: Once posted, all receipts will appear in the AMS360 system under the specific bank name selected during the process, ensuring the merchant’s records remain organized and easy to reconcile.

Client Facing: Yes

────────────────────────────────────────────

Individual and Bulk Posting of Receipts to AMS360

A new “Post Receipts” tab is now available on the Payment Listing page, displaying AMS360 transactions based on the merchant’s selected filters. The merchant can select one or multiple transactions and submit them by clicking the “Post Receipts” button.

Important Rules for Posting:

• Eligible Statuses: Only transactions marked as Authorized or Settled can be selected for bulk posting.
• Exclusions: Transactions that are Failed, Refunded, or Chargeback cannot be posted.
• Full Posting Only: The system does not allow partial posting of transactions.
• Re-posting: If necessary, eligible transactions can be re-posted through their individual Transaction Details page.

Client Facing: Yes

────────────────────────────────────────────

New “Invoice Count” Column in Reports

The Authorization and Settlement reports now include an “Invoice Count” column, which displays how many AMS360 invoices are associated with each transaction.

Client Facing: Yes

────────────────────────────────────────────

Updated CSV Filename Convention for AMS360 Compatibility

To prevent filenames from being truncated (cut off) due to AMS360’s 35-character limit, the naming convention for CSV files has been shortened. Merchants will now see files named in the following formats:

• Authorization Reports: AMS360_auth_yyyy_mm_dd_D
• Settlement Reports: AMS360_settled_yyyy_mm_dd_D

(Note: “D” represents a sequence counter, such as _01, to distinguish between multiple files on the same day.)

Important: Previously generated files will retain their original names. The merchant must re-generate any older files if the new naming convention is required for those records.

Client Facing: Yes

The post Production Release Notes – AMS360 (AN_AMS360_V7) appeared first on AndDone.

• Release date: October 30, 2025
• Release status: Deployed to Prod
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 122–123

References

• AN_AMS360_V6

Original release notes excerpt

Prod Release Notes – AMS360 (AN_AMS360_V6)
Release Date: 30" October 2025
Release Status: Deployed to Prod
This release bundle includes functionality related to AMS360 CSV file generation for receipt
posting
Features deployed to PROD Client Facing
Impact
AMS360 Authorization Report: Yes
This functionality provides AMS360-enabled
merchants with a streamlined tool for exporting
transaction data crucial for efficient financial
reconelliation.
The feature offers flexible reporting, allowing merchants
to generate reports on demand or set them

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 122–123.

The post Prod Release Notes – AMS360 (AN_AMS360_V6) appeared first on AndDone.

• Release date: October 17, 2025
• Release status: Deployed to UAT
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 337–338

References

• AN_AMS360_V6

Original release notes excerpt

UAT Release Notes – AMS360 (AN_AMS360_V6)
Release Date: 17"" October 2025
Release Status: Deployed to UAT
This release bundle includes functionality related to AMS360 CSV file generation for receipt
posting
Features deployed to UAT Client Facing Impact
AMS360 Authorization Report: Yes
This functionality provides AMSS60-enabled merchants with @
streamlined tool for exporting transaction data crucial for efficient
financial reconciliation,
The feature offers flexible reporting, allowing merchants to generate
reports on demand or set them for automatic generation for a specified
date. The report includes all authorized AMS360 transactions for a
specific period and it can be downloaded as an AMS360-compatible

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 337–338.

The post UAT Release Notes – AMS360 (AN_AMS360_V6) appeared first on AndDone.

• Release date: October 07, 2025
• Release status: Deployed to PROD.
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 120–121

References

• AN_AMS360_V5

Original release notes excerpt

PROD Release Notes – AMS360 (AN_AMS360_V5)
Release Date: 7!" October 2025
Release Status: Deployed to PROD.
This release bundle includes functionality related to AMS360 invoice payments based on
customer number search
Features deployed to PROD Client Facing Impact
Customized Customer Reference Label: Yes
Merchants can now personalize the label for the customer number. By
configuring the "AMS360 Customer Reference"field on the ATP.
configuration screen, you can rename the label to something more
familiar, Ike "Customer Number" or "Customer ID." This change will
be visible to insured on the ATP portal, providing a clearer and more
intuitive experience,

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 120–121.

The post PROD Release Notes – AMS360 (AN_AMS360_V5) appeared first on AndDone.

• Release date: September 19, 2025
• Release status: Deployed to UAT
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 335–336

References

• AN_AMS360_V5

Original release notes excerpt

UAT Release Notes – AMS360 (AN_AMS360_V5)
Release Date: 19"" September 2025
Release Status: Deployed to UAT
This release bundle includes functionality related to AMS360 invoice payments based on
customer number search
Features deployed to UAT Client Facing
Impact
Customized Customer Reference Label: Yes
Merchants can now personalize the label for the customer number. By
configuring the "AMS360 Customer Reference"field on the ATP configuration
screen, you can rename the label to something more familiar, ike Customer
Number" or "Customer ID." This change willbe visible to insured on the ATP.
portal, providing a clearer and more intuitive experience.
Search and Pay Multiple Invoices: Yes

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 335–336.

The post UAT Release Notes – AMS360 (AN_AMS360_V5) appeared first on AndDone.

• Release date: August 28, 2025
• Release status: Deployed to PROD.
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 119–119

References

• AN_AMS360_V4

Original release notes excerpt

PROD Release Notes – AMS360 (AN_AMS360_V4)
Release Date: 28!" August 2025
Release Status: Deployed to PROD.
This release bundle includes functionality related to AMS360 invoice payments
Features deployed to PROD Client Facing
Impact
Prevent duplicate payments: Yes
We are making sure insured never accidentally pays the same AMS360
invoice twice through the AndDone platform. We securely store all
successfully paid invoices, so if an insured attempts to pay an invoice
that's already been paid, our system willimmediately notify ther with @
clear message.

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 119–119.

The post PROD Release Notes – AMS360 (AN_AMS360_V4) appeared first on AndDone.

• Release date: August 25, 2025
• Release status: Deployed to UAT
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 334–334

References

• AN_AMS360_V4

Original release notes excerpt

UAT Release Notes – AMS360 (AN_AMS360_V4)
Release Date: 25"" August 2025
Release Status: Deployed to UAT
This release bundle includes functionality related to AMS360 invoice payments
Features deployed to UAT Client Facing Impact
Prevent duplicate payments: Yes
We are making sure insured never accidentally pays the same AMS360
invoice twice through the AndDone platform. We securely store all
successfully paid invoices, so if an insured attempts to pay an invoice
that's already been paid, our system will immediately notify them with 2
clear message.

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 334–334.

The post UAT Release Notes – AMS360 (AN_AMS360_V4) appeared first on AndDone.

• Release date: August 13, 2025
• Release status: Deployed to Prod
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 1–3

References

• AN_AMS360_V3

Original release notes excerpt

AMS360 Release Notes: Enhanced Invoice Payment Features and Transaction
Management
Prod Release Notes – AMS360 (AN_AMS360_V3)
Release Date: 13" Aug 2025
Release Status: Deployed to Prod
This release bundle includes functionality related to AMS36O invoice payments
Features deployed to Prod Client Facing
Impact
Search AMS360 invoices based on invoice number: Yes
We have enhanced the payment experience for insured. They'll now have
the flexibility to choose their preferred payment method
Standard Anytime Payments: Our existing, straightforward payment

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 1–3.

The post AMS360 Release Notes: Enhanced Invoice Payment Features and Transaction Management appeared first on AndDone.

• Release date: July 28, 2025
• Release status: Deployed to UAT
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 304–306

References

• AN_AMS360_V3

Original release notes excerpt

UAT Release Notes – AMS360 (AN_AMS360_V3)
Release Date: 28"" July 2025,
Release Status: Deployed to UAT
This release bundle includes functionality related to AMS360 invoice payments
Features deployed to UAT Client Facing
Impact
Search AMS360 invoices based on invoice number: Yes
We have enhanced the payment experience for insured. They'll now have the
flexibility to choose their preferred payment method:
Standard Anytime Payments: Our existing, straightforward payment
option.
New: Invoice Lookup (AMS360 Integration): For applicable merchants,
insured can opt to pay a specific invoice directly. By simply entering a

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 304–306.

The post UAT Release Notes – AMS360 (AN_AMS360_V3) appeared first on AndDone.