Page Comparison

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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 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

  • Added the ability to add a promo code discount to a sales order. Promo code discounts will apply to all valid account-services in the order

  • When a Promo Code is attached to an Order, the Discounts on the Order Packages must apply (can no longer opt out of discounts being applied)

• Contract Enhancements:

  • Added a Revoke Discount(s) option on the Setup / Product Catalog / Contracts screen. When enabled package term penalties are calculated as if discounts do not exist

• Price Books:

  • Modified price book configuration so that bucket details on a package-service can be customized per price book and currency

Billing Enhancements:

• Added the ability to execute bill runs in parallel

• Added a 'Relative Date' option to the Recurring Bill Run Schedule configuration, this allows bill runs to be executed using relative values (End of Month, Start of Next Month, End of Next Month)

• 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)

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• 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:

  • Added an 'Errors' tab to the Account / Profile / Orders screen which provides details as to why creating a sales order failed

  • 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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• Moved the Branding configuration into a new ‘Owner Information’ tab

• Added the following new fields to the Owner Information tab which can referenced with new Invoice tokens and are shown 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

• Added a 'Bill Prepaid Adjustments' option to the Owner Configuration screen which provides control on how prepaid periods are billed

  • If this setting is disabled then only the initial prepaid package charges will be applied when the prepaid account-package becomes effective on an account. Changes made after the account-package effective date/time (service/package status changes, upcoming cancellations, refunds, etc.) will not be billed until the next billing period

  • If this setting is enabled then existing system behavior will still apply

• 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:

• Improved the Rating Exceptions screen UI and functionality

  • Daily aggregates per exception type can be viewed

  • Aggregates can be filtered (by date, account, count)

  • Exceptions can be reprocessed or deleted

  • Up to 200 million usage exceptions can be loaded

  • Exception statuses are provided to indicate the state of an exception

  Usage Identifier History Screen:

  • A new Usage Rating Exceptions report can be run using the Generate Report button

• 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:

• Modified the Webhooks Monitor screen to provide more details to aid in resolving errors and tracking/sorting payment events

Data Archive and Transfer Location Enhancements:

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Invoice and Template Enhancements:

• Moved Invoice and Credit Note Template files into AWS S3 buckets allowing template updates to be made without the need to log into the LogiSense Billing AdminPortal

• Added a new Invoice Template Type XML eInvoice which stores the template as a text document instead of a Word Mail Merge template

  • An Invoice Delivery can be setup to use the eInvoice template which renders the XML text document during billing

  • The XML text document can be exported to an external transfer location using the Offline Delivery option

  • Added the fields ‘Added VAT #’, ‘eInvoice Scheme ID’ and ‘eInvoice Endpoint’ fields to the Account / Settings screen Account tab

• Modified Invoicing logic to adjust invoices with a negative balance to a zero balance value as new invoices are created and the negative balance is applied to the next invoice. This approach addresses issues with aged invoice balance reports

• Added a currency 'Format' field when configuring invoice or credit note templates. This setting allows the default formatting for tokens of type 'Money' to be overridden on invoices/credit notes

• Adjusted validation to allow using the same Alias name when adding custom reports to invoice templates

Webhook Enhancements:

• Updated Webhooks to support OAuth 2.0 client credentials

• Added the ability to send webhooks from dunning events

• Modified the Webhooks Monitor screen to be able to view webhooks coming into the system

• Modified the Webhooks Monitor screen to provide more details to aid in resolving errors and tracking/sorting payment events

• Added a new webhook entity 'Payment Status Updated' which is triggered when a payment record in LogiSense Billing changes status

Other Enhancements and Fixes

• Many UI and API validation fixes and improvements

• Billing and rating performance and resiliency improvements

• Security improvements

• Improved performance when loading large reports

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

• Modified package contracts to permit them to be added to an account-package with any start date, even a date that precedes the effective date of the account-package

• Modified general ledger names to support up to 255 characters

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

• 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 with prepaid packages where an account-service status could not be changed from a suspended status to a billable status in some scenarios

• 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 that could generate an unexpected API error response when attempting to select a product code while creating an order

• 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

• Added a BillAccount permission to the Account Profile permissions list to control if a user has permissions to bill an account or not

• 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 issues with data imports and the Data Import screen

• Added a totalCount property to child embedded datasets for use in invoice templates

• Modified the CompanyIdentifier field to support only 20 characters to match the Avalara character limit

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

10.7.0.0 API Changes

• API Enhancements:

  • API error handling fixes and improvements

  • Added the ability to specify a Idempotency Key which can be optionally sent in with a non-GET API request

  • Added a new Client ID/Secret Authentication Type for API Users (configured on the Setup / Users & Accounts / Users screen). Instead of authenticating with a username/password, with the password following password expiry rules, the user will authenticate with a Client ID (the username) and client secret (an API key), which does not expire

• Deprecated APIs:

  • U

• Updated APIs:

  • R

• New APIs:

  • v9/

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