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Promo 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 configure proration on promo codes
Added the ability to add a promo code to an account-package or account-service that has already been billed
Billing Enhancements:
Modified bill runs to pick up any account-packages with effective cancel dates earlier than the bill run’s period end value, regardless of the account-package's next bill date. This permits the ability to apply charges/refunds to cancelled prepaid packages without the need to wait until the package’s next bill date is reached
Added ‘Run Invoice’ and ‘Render Invoice’ options when billing from an account. This allows charges to be generated without invoicing them
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)
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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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:
AModified the Webhooks Monitor screen to provide more details to aid in resolving errors and tracking/sorting payment events
Other Enhancements and Fixes
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
Fixed an SSO issue where SCIM users would remain in the SCIM default role group after a new group was configured on the user
Removed the option to add a new default account service status from the Services screen
Removed the field type 'Text' when creating custom fields to address performance issues. Existing custom fields setup with the Text field type will still be able to use this type
Fixed an issue where an account-package with an effective date time value of 00:00:00.000 could result in an extra charge for a prepaid, charge full period account package
Fixed an issue where voiding an invoice could result in an incorrect next bill date being set on prepaid account-packages with non-recurring charged services
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 an issue that prevented a partial reversal of a previously reversed transaction that was voided
Fixed an issue that could cause invoice re-rendering to fail
Fixed an issue where a package configured to bill on its own bill day would be set with a bill day of the 28th instead of the 1st when the account-package was added on the 29th, 30th or 31st day of the month
Fixed an issue where re-rating might not be triggered when an account in overage had an account-service added containing a shared bucket and the account-service was later cancelled
Fixed an issue that could cause email template tokens to fail to resolve
Fixed a permission issue that prevented a user with valid permissions from creating a sales order
Fixed a permission issue that prevented a user with read-only permission from accessing the package frequencies screen
Fixed several minor issues with data imports and the Data Import screen
Added a totalCount property to child embedded datasets for use in invoice templates
Modified customer portal UI to clearly indicate which payment methods are active on an account
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