Page Comparison

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10.6.0 Release Notes

Change Highlights

Account Menu and Screen Changes:

• R

Other Account Enhancements:

• A

Product Catalog Enhancements:

• P

• P

• T

Other Enhancements and Fixes

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UI Changes:

• Many UI and API validation fixes and improvements

Product Catalog Enhancements:

• Product Catalog Discounts

  • Added the ability to configure discounts on services within package frequencies in the product catalog

    • The amount of time a discount is valid is configurable

    • A GL Code can be associated with a discount

    • Discounts can be set to be prorated or not

    • Multiple discounts can be added onto a service in a configurable order

    • Discounts can be imported into the product catalog

• Promotion Codes

  • Added the ability to setup promo codes in the product catalog which apply discounts to services

  • Multiple discounts can be setup under a promo code

  • Promo code discounts apply when the promo code is specified at the account-service/account-package level

  • Account-service discounts with a promo code can imported

• Anniversary Billing

  • Introduced anniversary billing which allows a package and its services to be billed on the same day of the month that the account-package becomes effective, instead of billing on the Account's Bill Day

  • Disabling the 'Bill On Account Bill Day' option when configuring packages enables anniversary billing

• Tax Inclusive Services

  • Added the ability to configure tax inclusive pricing on services, where the price of the service includes the tax amount

  • Tax Inclusive services are supported for all types of service charges (recurring, non-recurring, fees)

• Service Transition Charge Limits

  • Added a 'Maximum charges per period' field when configuring a transition on a package frequency

  • When set this value will limit for the number of times the transition charge can be applied in a single billing period

• Package Contract Improvements

  • Added a 'Renew Type' field to the Contracts screen in the product catalog. This field allows you to define what happens when a package contract expires (expire the contract, cancel the account-package, auto-renew the contract or start a new contract)

  • Added a Contract section to the Account-Package Options tab. Any contract configured on the account-package will be shown here along with the contract Start Date, End Date and Renew Type

Share Plan Enhancements:

• Redesigned the Share Plans screen to fix UI issues and improve performance

• Added the ability to specify and modify share plan add-on effective dates and cancellation dates

• Added the ability to configure bracket tiered pricing on share plan add-ons

User Audit Log:

• Added a Audit Log screen to the Operations menu to track user activities in the system

AvaTax Integration Enhancements:

• Added the ability to specify company data (Facilities, Regulated, Franchise) when configuring an AvaTax based Tax Vendor

• Added support for lifeline customers. A 'Lifeline Customer' setting is now available in the Taxes tab on the Account Settings screen

Single Sign-On Support:

• Added the ability to configure SSO using SAML UserIDs

• Okta and Azure AD providers supported

• SAML Settings are accessible on the Owner Configuration screen

Other Enhancements and Fixes

• Added a 'View Children' link beneath the account name when an account is loaded to allow direct navigation to child accounts

• Added the ability to search for parent accounts when performing an account search

• Moved the account status into a badge on the account header panel

• Modified Packages screen so that Package Frequencies are added/accessed on a tab under Packages instead of nested on the left hand menu

• Modified billing process to store general ledger codes and service tax category values during billing so that updating these values on Services does not impact results presented in reports

• Modified percentage values on multiple screens to be displayed as a value from 0 to 100 instead of using a decimal format

• Modified the Transactions screen to set the Posting Date to the current date when adding a manual transaction

• Modified screens where tiered pricing is displayed to present a 'Click for Pricing' link instead of displaying a price range

• Fixed multiple issues with Advanced Filters on several screens

• Fixed an issue where an optional service could not be added to an account-package if the package frequency value was adjusted

• Fixed an issue when editing an account-service where a new usage identifier would not be saved after it had been provided in the Upcoming Change section

• reporting

• Fixed an issue where a report could not be generated if a report filter was configured to use a relative date and the Value set on the filter was one of the 'Fiscal Year' options

• Fixed an issue where reports could contain values that should be filtered out when a filter was configured to use a relative date and the Value set on the filter was one of the 'Quarter' options

• usage

• Fixed an issue where unbilled bucket charges from past periods were not getting billed

• Fixed an issue where rated usage was not bucketed if the rate was rated by the GeoTree and the location was set to 'Everywhere'

• data import

• Modified data import logic to return exceptions instead of marking records as duplicates when importing duplicate non-usage based records

• Removed Validation buttons from the Data Profile screen as this feature is non-functional

• Added the ability to data import invoiceitems using AccountName or ServiceName as the Target

• plugins

• Added the ability to apply a time zone offset to usage records using a plugin callout

10.6.0 API Changes

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