Page Comparison

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Product Catalog Enhancements:

• Trial DiscountsPromo Code and Discount Enhancements:

  • Added a 'Trial Discount' option when configuring discounts or promo codes on package-services which can be used in conjunction with a new invoice token called 'IsFreeTrialExpiring' to alert customers that a discount is expiring in the current billing period

  • Added the ability to enable proration on promo codes

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

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• 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

• Other Tax Enhancements:

  • Added the ability to configure service tax categories on usage rates

Payment Integration and Enhancements:

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• Many UI and API validation fixes and improvements

• Billing and rating performance and resiliency improvements

• Improved performance when loading large reports

• Removed the total count value from the paging controls of many screens to address performance issues

• Modified general ledger names to support up to 255 characters

• Updated several screens to adhere to the standard left hand side menu format

• Modified the Bill Run History screen to display additional data and indicate where billing was initiated from (an account, sales order or a bill run)

• Moved the Rating Exceptions and Import History screens into the Operations / Monitor menu

• Added LogiSense Billing Entity ID, Single Sign-On URL and Billing Tenant URL details to the Owner Configuration SAML Setting tab

• Removed the option to add a new default account service status from the Services screen

• Fixed an issue that prevented the reversal of a remaining partial transaction on a sub-account if the sub-account was configured with a different currency than its invoicer account

• Fixed a permission issue that prevented a user with valid permissions from creating a sales order

• Fixed several minor issues with the Data Import screen

• Modified customer portal UI to clearly indicate which payment methods are active on an account

10.7.0.0 API Changes

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