Page Comparison

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10.4.0 Release Notes

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Modified Invoice and Credit Note pdfs to be stored in Amazon AWS S3 storage. The functionality of downloading and delivering invoices and credit notes has not changed
New credit note tokens:
- account.billingContact.contactAddress.stateCode
- account.billingContact.contactAddress.countryCode
New invoice tokens:
- account.billingContact.contactAddress.stateCode
- account.billingContact.contactAddress.countryCode
- invoice.charges.[XXX].items.packageDescription (many new package description tokens for various entities. See the Templates screen ‘Field Tagger’ in the LogiSense Billing application for a complete listing)
- invoice.charges.[XXX].items.serviceDescription (many new service description tokens for various entities)
- invoice.order.shippingContact.contactAddress.stateCode
- invoice.order.shippingContact.contactAddress.countryCode

Added a new event subscription screen under Setup / Extensibility / Event Subscriptions
This screen allows notifications to be sent to system users or account contacts when certain system events occur (e.g. notify an account billing contact that payment was successfully processed or notify a user configured in the LogiSense Billing application that a Bill Run has completed)
Event subscriptions can be sent via email (utilizing email templates in the system) or sent using webhooks

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Added the ability to email or SFTP scheduled reports to an external location
Reports can be emailed to system users and/or a comma separated set of email addresses
Email delivery is setup using a new ‘Email Notification’ template type
A new screen is available to configure SFTP Settings under Setup / Extensibility / SFTP Settings
Multiple SFTP Settings can be configured if desired
When editing a report schedule the Delivery section now contains an option to select SFTP and specify which SFTP Settings to use provides options to Email and/or SFTP deliver the report

Money Buckets
- Added the ability to configure money buckets which can allow multiple classes of usage to consume a specified amount of money (e.g. a $100 bucket that can be consumed by data, airtime and messaging usage)
- A money bucket's value will always match the account’s currency
- The price of the bucket (service charge) and amount of money in the bucket do not need to match. E.g. you can charge $100 for the bucket, but include $200 worth of usage in the bucket
- Money buckets attached to a package can be shared so that all account-services in an account-package can draw from the bucket
- Money Buckets can be configured with a rate plan
- Money buckets can be configured in share plans
- Add-on services can be configured with money buckets
- Money Buckets cannot be prorated or set as a Billing Activation bucket
- Aggregate Rates are not eligible to be used for Money Buckets
- Bucket sizing/amounts are now defined on the Package Frequency for stand alone buckets and on the share plan for share plan buckets. Previously the bucket size/amounts were configured on the usage bucket
Rate Plans on Usage Buckets
- Added the ability to configure rate plans directly on usage buckets
- Rate plans can be configured on recurring buckets (with or without rollover) but not on non-recurring buckets
- Bucket rate plans are not applicable to activation buckets or share plan add-on buckets
- Bucket rate plans override rates set in price plans

Added a automatic data archival and purging service that runs on a regular schedule outside of business hours
The objects to purge and archive are configurable
Archived data is stored in Amazon AWS S3 storage
The Items that are archived are logged on the Operations / Monitor / Data Archive screen
Archived data can be downloaded from the Data Archive screen

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v5 note / deprecated versions note

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