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Many AdminPortal and API validation improvements and fixes
Many AdminPortal and API error handling and error messaging improvements
Security enhancements
Rating service resiliency improvements
Data import and file mover resiliency improvements
Improved performance deleting usage rates
AdminPortal UI fixes to auto-populate the correct values on many screens and prevent issues caused by clicking save multiple times
Added the ability for a logged in user to change their password in the UI by clicking the user icon in the upper right of the AdminPortal
Added the ability to send a user a Reset Password email on the Setup / Users screen
Added a Max Size setting for email attachments on the SMTP Settings screen. This value will be set to 10MB by default. A Notify User field has also been added so that when the system attempts to send an email with an oversized attachment a specified admin user can be alerted
Fixed an issue where configuring a post paid package would also enable the charge full period option
Fixed an issue where a service transition could not be added to a package frequency if the service was configured to transition to a canceled status
Fixed an issue where the Services tab on the Edit Package screen would not be populated if a service configured on the package was set to inactive
Enabled the ability to bill an account that does not have account-packages on it, provided that other accounts with account-packages (e.g. child accounts) are configured to invoice their charges to the account without packages
Redesigned the Bill Run History screen to be be more user friendly and provide more meaningful data
Fixed an issue with the Bill Run History screen which could cause the processed count value to be inaccurate
Fixed an issue where an annually billed account-package would add an extra day to a prorated charge when billing within a leap year
Fixed an issue where account billing would fail when an account-package contained a service with a usage identifier which had an effective date earlier than the package's billing activation date
Modified the date set on late payment charges to be the date that payment was overdue, instead of the end date of the bill run that generated the late payment charge
Fixed an issue where a transaction would be set with an incorrect end date when an account-service status was changed and the prepaid account-package it resided in was canceled and billed
Fixed an issue where reversed non-recurring charges were set with an invalid period start value
Fixed an issue where a billing error would occur when an account-package configured with a contract had an effective cancel date that matched the contract expiration date
Fixed an issue where billing a usage based non-recurring service prior to performing usage billing could result in a service misconfiguration that would prevent an invoice void from being performed
Added the Account ID to the Account / Overview / Settings / Account tab
Fixed an issue where an account-package could be added to an account and the package name would not be populated
Fixed an issue where it wasn't possible to specify certain dates when configuring an account-service's usage identifier value to change as of a future date
Fixed an issue where it was not possible to reverse an account-package charge if the account-package was set to be cancelled within the current billing cycle
Fixed an issue where a SQLDateTime overflow error would occur when attempting to update an unbilled account-package's bill day
Fixed an issue where voiding an invoice containing a charge from a prepaid account-package configured to charge for the full period would incorrectly reset the package's Next Bill Date
Fixed an issue where dunning penalty charges wouldn't be re-applied after voiding an invoice and rebilling an account
Fixed an issue where deleting an account contact which was not set as required, was not possible if the contact resided on a canceled account
Modified the 'Use Address for Taxing' setting to be disabled on account billing contacts when a service contact is also configured on the account
Fixed an issue where it wouldn't be possible to cancel an account if any account-packages contained a non-recurring usage-based service
Modified the Taxes configuration tab on the Account / Settings screen to maintain the configured Tax Category when the Tax Exempt Level is set to 'All Taxes'
Modified AvaTax integration to include the currency code when a transaction is sent to Avalara for taxation
Fixed an issue with real time taxation where a 'Cannot Resolve Tax Code' usage exception could result in usage still being applied to a bucket
Fixed UI issues introduced when splitting contract commitments
Fixed an issue where processing a sales order would fail if the order contained a global add-on service with a price override set
Fixed an issue where voiding a sales order invoice would result in transition charges not being applied when next billing the account in some billing scenarios
Fixed a share plan issue where the usage bucket allowance would be doubled when adding a selling service and a participating service to the share plan at the same time
Modified reports to only output date values without displaying timestamps when a report is configured with the Data Format setting 'Use Date Defaults'
Modified default precision on reports to 2 decimal places when presenting currency values
Fixed an issue where changing the value of a Report's Decimal Point Symbol or Default Format would reset the Precision value back to zero
Fixed an issue where the page dimension configuration of a an existing report could not be modified
Fixed an issue where no data was displayed when viewing some core report PDF's in Adobe Acrobat Reader
Fixed a report issue where Aged Invoice Summary reports displayed incorrect decimal precisions in bucket columns when viewing the reports as PDFs
Fixed an issue where creating a new report with a schedule configured would fail and return an error
Fixed an issue with the Setup / Reports screen where the Columns tab on reports did not display the configured Primary Group and Secondary Group values
Fixed report issues where the configured currency symbol was not rendered in money value columns and the configured date format was not used
Updated Account Service Pricing and Account Service Tiered Pricing data sources to include data on non-recurring charge price override
Fixed an issue where saving a template with an embedded report would fail in error
Removed the ability to configure rate plans on usage bucket tiers
Modified usage rates to prevent Rated Markup from being selected as a Rate Type when configuring an aggregate rate
Fixed an issue where re-rating could be marked as completed when re-rating was still occurring, potentially preventing usage billing if a bill run was concurrently running
Removed the Setup / Usage Rating / Local Call Patterns screen
Modified billing not to generate $0 charges for usage that is fully applied to a usage bucket
Modified rate plans attached to account-services to use the account-package's start date as the rate plan's effective date instead of the date the rate plan was added
Fixed an issue where cancelling an optional account-service that was participating in a share plan did not update the quantity field on the Account Share Plan screen
Fixed an issue where deleting an account-package which was contributing to a share plan did not trigger re-rating
Fixed an issue which prevented the configuration of new payment gateways
Fixed a data import issue where importing a GeoTree location would fail without presenting an error
Fixed a data import issue where importing account-services with an empty string value for the usage identifier would fail
Fixed an issue with billing imported account-packages where the Usage Billed Through date was incorrect
Fixed a data import issue where changing the Target value on the Visual Map tab would not update the visual map displayed
Fixed an issue where an action configured on a webhook was not saved when saving a webhook configured with a filter
Fixed a webhook issue where relative dates configured on an event activation filter could trigger a rating exception during rating
Fixed an issue where the name of a webhook could not be modified unless the authentication type was also changed
Modified the Customer Portal UI to exclude voided invoices when selecting invoices on the Make Payment modal
Changed the Download invoice button on the Customer Portal Overview page to ‘View’
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Deprecated APIs:
v4/Credit/Note/{id}/Render (Get)
v4Account/SharePlan (Post)
API Endpoints removed:
v3/EventRegistrationAll (Get)
v3/EventRegistrationAll/{dtoTypeKey} (Get)
v3/EventRegistrationAll/GetInternal (Get)
v3/EventRegistrationAll/GetPagedInternal (Get)
v3/EventRegistrationAll/Paged (Get)
v3/DataType/ZipCode/{id} (Delete)
v3/DataType/ZipCode (Get)
v3/DataType/ZipCode/{id} (Get)
v3/DataType/ZipCode/Metadata (Get)
v3/DataType/ZipCode/Metadata/sql (Get)
v3/DataType/ZipCode/Paged (Get)
v3/DataType/ZipCode (Post)
v3/DataType/ZipCode/{id} (Put)
v3/Invoice/Item/ReverseCredit (Get)
v3/Invoice/Item/ReverseCredit/{id} (Get)
v3/Invoice/Item/ReverseCredit/Metadata (Get)
v3/Invoice/Item/ReverseCredit/Metadata/sql (Get)
v3/Invoice/Item/ReverseCredit/Paged (Get)
v3/Invoice/Item/ReverseCredit/{id} (Put)
v3/DataFlow/LogisenseBilling/Validate (Patch)
v3/Cache/LookupTable/ (Get)
v3/Cache/LookupTable/Paged (Get)
v3/Cache/LookupTable/Invalidate (Put)
v3/Usage/LocalCallPattern/{id} (Delete)
v3/Usage/LocalCallPattern (Get)
v3/Usage/LocalCallPattern/{id} (Get)
v3/Usage/LocalCallPattern/Metadata (Get)
v3/Usage/LocalCallPattern/Metadata/sql (Get)
v3/Usage/LocalCallPattern/Paged (Get)
v3/Usage/LocalCallPattern (Post)
v3/Usage/LocalCallPattern/{id} (Put)
v4/Usage/LocalCallPattern/{id} (Delete)
v4/Usage/LocalCallPattern (Get)
v4/Usage/LocalCallPattern/{id} (Get)
v4/Usage/LocalCallPattern/Paged (Get)
v4/Usage/LocalCallPattern (Post)
v4/Usage/LocalCallPattern/{id} (Put)
v3/Invoice/Item/ReverseCharge (Get)
v3/Invoice/Item/ReverseCharge/{id} (Get)
v3/Invoice/Item/ReverseCharge/Metadata (Get)
v3/Invoice/Item/ReverseCharge/Metadata/sql (Get)
v3/Invoice/Item/ReverseCharge/Paged (Get)
v3/Invoice/Item/ReverseCharge/{id} (Put)
v3/DataArchiveGroup/{id} (Delete)
v3/DataArchiveGroup (Get)
v3/DataArchiveGroup/{id} (Get)
v3/DataArchiveGroup/Metadata (Get)
v3/DataArchiveGroup/Metadata/sql (Get)
v3/DataArchiveGroup/Paged (Get)
v3/DataArchiveGroup (Post)
v3/DataArchiveGroup/{id} (Put)
v3/DataArchiveExportType (Get)
v3/DataArchiveExportType/{id} (Get)
v3/DataArchiveExportType/Metadata (Get)
v3/DataArchiveExportType/Metadata/sql (Get)
v3/DataArchiveExportType/Paged (Get)
v3/DataArchiveConfiguration/{id} (Delete)
v3/DataArchiveConfiguration (Get)
v3/DataArchiveConfiguration/{id} (Get)
v3/DataArchiveConfiguration/Metadata (Get)
v3/DataArchiveConfiguration/Metadata/sql (Get)
v3/DataArchiveConfiguration/Paged (Get)
v3/DataArchiveConfiguration (Post)
v3/DataArchiveConfiguration/{id} (Put)
v3/DataArchiveActionType (Get)
v3/DataArchiveActionType/{id} (Get)
v3/DataArchiveActionType/Metadata (Get)
v3/DataArchiveActionType/Metadata/sql (Get)
v3/DataArchiveActionType/Paged (Get)
Updated APIs:
v5/ReportDefinition/<id>/Render (Post): Added reportDelivery section
v5/Account/Package (Get): Added packageContract section
v5/Account/Package (Get, Post, Put, Patch): added PendingBillDay and PendingUsageBillDay to support new change bill day feature
v5/Account/Package (Get, Post, Put, Patch): added BillCancelOptionTypeId, BillCancelOptionTypeName
and WaiveEarlyTerminationFee to support new account/package cancellation optionsv5/Account/Package/FromCatalog (Post): added Effective to support setting package and service effective dates
v5/Account/PricePlan (Get, Post, Put, Patch): added IncludeChildAccounts and removed IsConsolidatedByInvoicer to support the new price plan sharing configuration
v5/Account/Package & v5/Account/Service (Get, Post, Put, Patch):
Added money and removed UsageRatePlanId and UsageRatePlanName to support new money buckets configuration
Added OverageUsageRatePlanId and OverageUsageRatePlanName to support overage rate plans on usage buckets
Added BillCancelOptionTypeId and BillCancelOptionTypeName to support new package and service cancelation options
v5/Account/SharePlan (Get, Put, Patch): changes to support participation configuration changes and money buckets
Removed ParticipatingLimit, ParticipatingUsageUnitId and ParticipatingUsageUnitName
Added DataParticipatingLimit, DataUsageUnitId, DataUsageUnitName, TimeParticipatingLimit, TimeUsageUnitId, TimeUsageUnitName, CountParticipatingLimit, CountUsageUnitId,
MoneyParticipatingLimit, MoneyUsageUnitId, MoneyUsageUnitName
v5/Account (Get, Put, Patch): added PendingBillDay and PendingUsageBillDay to support new change bill day feature
v5/BillRun/Schedule/OneTime (Post): added OrderId and removed BillRunTypeId and BillRunTypeName
v5/BillGroup (Get, Update): removed BillRunTypeId and BillRunTypeName
v5/BillRun (Get, Post, Put, Patch): removed BillRunTypeId and BillRunTypeName
v5/Country (Get, Post, Put, Patch): removed DataTypePostalCodeIds and DataTypePostalCodeName
v5/Invoice/Item (Get with Detail): added Reversals
v5/Invoice/Item/ReverseCharge (Post): added InvoiceAmount
v5/Invoice/{id}/Download (Get): added Link to provide a url to the invoice location in S3 storage
v5/Invoice/Render (Get): added PdfStorageLocationId and PdfIdentifier
v5/Invoice/Item/Transaction/View (Get): added Reversals
v5/Order (Get, Post, Put, Patch): added Effective to support setting package and service effective dates
v5/Account/ProductCode/AvailableFor/Account/{accountId:int}/PackageFrequency/{packageFrequencyId:int}: added PackageFrequencyId, PackageFrequencyName, AccountPricePlanStart and AccountPricePlanEnd to support new price plan start and end dates
v5/Package and v5/Package/Frequency (Get): added Created and Updated to support Salesforce integration
v5/Package and v5/Package/Frequency (Get, Post, Put, Patch): added UsageBucketTiers,
DefaultUsageBucketTiers, MoneyBucketTiers and DefaultMoneyBucketTiers to support new money bucket configurationv5/Credential/ResetLink (Get, Post): added DomainURL to support new password management functionality
v5/Usage/Bucket/BaseUnit (Get): added IsBaseBucketEligible
v5/Usage/Bucket/SharePlan: added MoneyCurrencyId, removed ParticipatingLimit, ParticipatingUsageUnitId and ParticipatingUsageUnitName
v5/Usage/Bucket/SharePlan: added DataParticipatingLimit, DataUsageUnitId, DataUsageUnitName,
TimeParticipatingLimit, TimeUsageUnitId, TimeUsageUnitName, CountParticipatingLimit, CountUsageUnitId, CountUsageUnitName, MoneyParticipatingLimit, MoneyUsageUnitId, MoneyUsageUnitName, MoneyCurrencyId and MoneyCurrencyNamev5/Usage/Bucket/SharePlan: added SharePlanTypeId and SharePlanTypeName
v5/Usage/Bucket and v5/Package/Frequency: Added PackageFrequencyId, PackageFrequencyName, PackageServiceId, CurrencyId, CurrencyName, Money and removed UsageRatePlanId and UsageRatePlanName
v5/Usage/Bucket:
added usageBucketBase section
added OverageUsageRatePlanId and OverageUsageRatePlanName
added UsageBucketBaseUnitId and UsageBucketBaseUnitName
removed UsageBucketBaseId and UsageBucketBaseName
v5/Usage/Rate/Plan and v5/Usage/Rate/Group: added Created and Updated
v5/Usage/Rate/Group: added Created and Updated
v5/Usage/Rate: added Created and Updated
v4/Account/Package (Post): Fixed an issue where a post request would fail if a usage bucket's Name was provided instead of its ID
v4/internal/account/package (Post): Fixed an issue which allowed an effective cancel date to be set on an account when active account-packages were present
New APIs:
v5/Account/<id>/Contact/<id>/Detail (Get): replaces older deprecated contact APIs
v5/Account/<id>/Contact/<id> (Delete): replaces older deprecated contact APIs
v5/Account/Package/<id>/CancelSetting (Post, Put, Delete): supports new package cancelation charge options
v5/Account/Package/<id>/HasBucketedUsage (Get): determines if bucketed usage exists on an account-package
v5/Account/Service/Usage/Bucket/Consumption/Paged (Get): returns paginated results detailing bucket consumption for buckets on the specified account-service
v5/BillCancelOptionType (Get): Returns a list of the available cancellation options
v5/DataImport/CacheCategory/<id>/Key (Get): Retrieves the cache category value based on the supplied ID
v5/Credit/Note/<id>/Send (Post): Sends a credit note without the need to specify the CreditNoteRenderID (the most recently rendered credit note will be used)
v5/Credit/Note/{id}/Download (Get): Returns credit note details and a base64 encoded pdf credit note if the query string parameter linkOnly is false, and only details and a link to the pdf credit note in S3 storage if LinkOnly is set to true
Service/TaxCategory/AvaTax (Get): returns a filtered list of configured service tax categories that are compatible with AvaTax
v5/EventSubscription/Email (Post, Put, Patch, Delete): allows email event subscriptions to be created, modified and deleted
v5/EventSubscription/Webhook (Post, Put, Patch, Delete): allows webhook event subscriptions to be created, modified and deleted
v5/SharePlanType (Get): indicates if the share plan is of type Money or Usage
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