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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
Rating service performance 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
Fixed an issue which caused the left hand menu to disappear in the AdminPortal when quickly navigating between screens
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 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 a billing exception that would occur when billing an account-package with a contract set to charge the remainder, in scenarios where the account-package was billed up to the final month of the contract term, then cancelled, and then the following month was billed
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 account-packages that were created, cancelled and then billed did not display any data on the account-package Services tab
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 when voiding invoices that prevented aggregate usage on the invoice from being considered during rerating
Fixed an issue where voiding an invoice would fail in scenarios where account-packages existed with no account-services
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
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
Modified AvaTax integration to tax child account's one time credits using the invoicer's account tax jurisdiction code instead of the child account's account tax jurisdiction code
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
Fixed an issue where a new share plan would not be created on an account if a previous share plan created by the same selling service had been cancelled on the account
Modified share plans to be cancelled when the account-package containing the selling service is cancelled
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 dimensions of 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
Added a Category Lookup transform to data profiles which can query imported data (xml) and transform it as needed
Fixed a data import issue where changing the Target value on the Visual Map tab would not update the visual map displayed
Added missing metadata for share plan buckets which addressed an issue with configuring data profiles that utilized the metadata
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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