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Account Enhancements:
Account Search Enhancements:
Added the ability to create custom account search views where you can specify the fields to return in the search results
Expanded the data the accounts can be searched by (e.g. Invoice data, account custom fields, account-package custom fields)
Clicking on a search result will take you directly to the entity (e.g. clicking on an account-package custom field search result will load the account package screen with the related account-package selected)
A default account search can be configured
Other Account Screen Enhancements:
Clicking on a note will navigate the user to the Account / Communication / Notes screen
An ‘Id’ field has been added to account-packages on the Account / Profile / Packages screen indicating the Account Package ID
An ‘Id’ field has been added to account-services under account-packages on the Account / Profile / Packages screen indicating the Account Service ID
A ‘Cancellation Billing Option’ field has been added to the Account / Profile / Packages screen which indicates what cancellation option was selected for cancelled account-packages
Tax Enhancements:
Tax Exemption Enhancements:
Ability to add the tax exemption for specific taxes on the Account / Settings screen Taxes tab
Account tax exemptions now allow granular exemptions based on tax type and tax location, along with the existing tax level settings (federal, state, local, etc.)
Tax Location is defined by the Tax Jurisdiction code (a.k.a. the pcode) of a location configured for the exemption
Tax Addresses:
Added the ability to configure tax addresses on the Account / Settings screen Taxes tab. These addresses can be used to apply taxes to account-services on the account/sub-accounts
Updating an address configured on the Account / Settings screen Taxes tab will update the address everywhere it is used on the account/sub-accounts
Added the ability to configure tax addresses directly on account-packages in order to tax account-services based on where the services are located. Tax addresses on account-packages can be entered as custom values specific to the package or pulled from the list of tax addresses configured on the account. Addresses configured at the account-package level will be used for taxation instead of account contact addresses
Inclusive Taxes:
Added the ability to configure rate groups as Tax Inclusive. When this setting is enabled all rates within the rate group will be tax inclusive
Added a ‘Zero Inclusive Tax When Exempt’ setting to the Account / Setting screen Taxes tab. When this setting is enabled tax inclusive services on the account which are tax exempt will keep the same charge and have the taxes reduced to zero. Transactions on the Invoice screen will still show the service charge as reduced (tax taken off) but the tax amount will be $0
Payment Integration and Enhancements:
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Moved the Branding configuration into a new ‘Owner Information’ tab
Added the following new fields to the Owner Information tab which can referenced with Invoice tokens and in some reports
Owner Name (required)
Owner Display Name
Country and Address
Owner VAT#
Owner Banking Reference ID
Owner Registration ID
Owner eInvoice Endpoint ID
A Reporting tab has been added which indicates if a reporting database has been configured. When a reporting DB is enabled reporting data in LogiSense Billing can be synced to a replica database. For more information on this feature please contact us
Usage & Rating Enhancements:
Usage Identifier History Screen:
Added a new screen under Operations / Monitor / Identifier History which displays the history of a supplied usage identifier (the accounts, services and statuses that the usage identifier has been configured with in its history, among other details)
General Ledger Codes:
Added the ability to configure general ledger codes on usage rates and usage rate groups
Webhook Enhancements:
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Other Enhancements and Fixes
Many UI and API validation fixes and improvements
Billing and rating performance and resiliency improvementsAdded the ability to configure general ledger codes on usage rates and usage rate groups
Improved performance when loading large reports
Modified general ledger names to support up to 255 characters
Removed the option to add a new default account service status from the Services screen
Fixed several minor issues with the Data Import screen
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