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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:
The SFTP Settings screen has been renamed to 'Transfer Locations' and AWS S3 is now supported as a location in addition to the existing SFTP option
Scheduled reports can be configured to be sent to an external S3 bucket in the same way they can be sent to an external SFTP location
Migrated SFTP from LogiSense Billing to AWS S3 to address issues with downtime that occurs during maintenance/upgrades. The Usage Importer will now stream files off of S3, instead of the inbound directory
Added the ability to specify an ‘External’ location in the Invoice Delivery screen configuration which, when enabled, will send invoices and their attached reports to the specified transfer location during billing
Invoices sent externally will mark the invoice as delivered
Invoices delivered externally can still be downloaded from the LogiSense Billing application
Email templates can be attached to an invoice delivery that is setup to transfer the invoice to an external location allowing billing contacts to be notified by email when the invoice export occurs
Added the ability to export archived data to transfer locations when setting up a data archive
Added a new Delta Export data archive type which permits daily changes to be sent to a transfer location
Added a new File Transfer screen in the Operations / Monitor menu to provide a history of file transfer events and their details
Invoice and Template Enhancements:
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
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 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
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
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