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Package Quantity Feature:
Added a 'Allow Quantity' setting on the Options tab of the Packages screen under the product catalog
This setting acts as a multiplier for billing so that the number of services in the package can be billed at the quantity specified (e.g. a package with one service and a quantity of ten set will generate one transaction/one invoice line item at ten times the normal service charge amount)
This setting can only be enabled on packages configured with non-recurring charges at this time
This setting can only be enabled for non-usage based NRC services
Quantity has been added to the Account Package data source to allow reporting on package quantities
Account packages can be imported with a quantity value provided so long as the quantity value is supported for the given package configuration (i.e. the package contains only non-recurring, non-usage based services)
Package quantities will be listed in the Customer Portal
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Tax Adjustments:
Added a Tax Adjustments button on the Transactions screen which allows zero dollar transactions to be created with a user defined tax amount
positive Positive and negative tax adjustments can be made
Tax Adjustments can be viewed on the Transactions tab and reversed
Tax adjustment invoice items can be imported into the system
Tax adjustments are not submitted to Avalara. The 'Tax Adjustment Reconciliation' report can be used to reconcile taxes with the compliance reports in the Avalara Communications Customer Portal
AvaTax Incorporated Configuration:
Added an 'Incorporated' option to the Address tab on the Contact screen which is displayed when AvaTax is configured as the tax vendor
When this setting is enabled it will indicate to AvaTax that the customer is inside an incorporated city area
See the Avalara user manual for more information
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