2011-11 Release - Kryptonite
20168: Time out issues with posting Transactions
IMPORTANT: Due to an issue of growing Transactions table, there is now a Transaction Archiving process that will be run with each release. This process moves transactions more than
3 years old to a TransactionArchive Table in TBSHistory.
Please note, these transactions will no longer be visible on the Billing Info tab. A new FlexQL Report has been created under the Customer Report Group to allow users to view Archive Transactions.
This process will create a balance forward for the Archived Transactions. A account could have up to 4 balance forward transactions. One for each TransType (Payment, cRedit, Charge, Debit). This balance forward transaction is simply the sum of all records of the same transtype for the account.
19117: Writeoff process - upgrade
The Write-Off process now fires a customized sql script when a write off transaction is posted. This feature allows clients to implement specific Write-Off rules and account updates automatically.
Please contact Precision with questions regarding how to implement this Write-Off script.
22107: Feature: Allow un-billed Transactions to be deleted from an Account
Accounting Transactions can now be deleted from an account using the Transaction Detail screen. This is allowed if the transaction meets the following conditions:
- The user must have Accounting Admin rights
- The transaction has not been billed (it has not appeared on an invoice)
- Any tax credits or debits pertaining to the transaction have not been reported.
22236: Feature: Billing Info Tab - Upgrade Grids & Display
The Billing Info tab on the Customer Processing page has been revamped with new text boxes and grids that support paging and sorting.
The Transactions List grid on this page has been updated to:
- Show the full transaction type description. For example 'Payment' will be displayed rather than 'P'.
- A View Details icon has been added. Selecting this will open the Transaction detail screen which has been revamped with the cleaner look.
22301: Feature: Transaction Logger
There is a new feature that logs Transaction and tmpTransaction deletes to a table (LogTable_Transactions) and a separate log file.
Users can view this log using two FlexQL Reports. The reports are under the Logging Report Group and are called:
- Transaction Log Table Report by Account Number
- Transaction Log Table Report by Date
22493: TBS Help Menu - New Links to the User Guide and Release Notes
The TBS Help Menu has been updated and now includes links to Release Notes and the New TBS User Guide.
If you have any questions on how to use TBS, please search our help system for answers.
22521: Write Off Account Utility Page
TBS now includes a mass "Write Off" utility page which can be accessed from the Utilities Menu->Write Off Accounts option. To access this page, Users must have 'WriteOffs' rights.
The Transaction Posting page allows users to Write-Off accounts one at a time. This page allows users to Write-Off several accounts at once.
Note: Your version of TBS must also have the Write-Off module enabled. Please contact Precision for assistance.
21606: Feature: Add Customer Status on Transaction Posting
Customer Status has been added to the Transactions grid on the Transaction Posting screen.
18943: Feature: Allow all users to see Transaction Details on Billing Info
All users are now able to see the transaction details page (previously, only Accounting Admins were allowed).
The Credit Payment and Delete Transaction buttons on the page itself are now limited to Accounting Admin users.
21517: BUG: Write-Off process not working for V2 invoices
The write-off process is now fully functional for Version 2 Invoices (New Billing System). It considers and skips all previously credited taxes and invoices. It will not allow a customer to be written off if they have a zero balance or have been written off without being reversed.
17072: BUG: Bad Debt Reversal process (new billing system)
The Bad Debt Reversal Process is used to reverse Write-Off transactions on an account. This reversal process has been enhanced to:
- Reverse only the most recent write-off transaction on an account.
- Not allow a user to reverse a write-off more than once.
- Not allow a user to reverse a write-off if there are outstanding pending Transactions.
- Execute a customized sql script when a Bad Debt Reversal transaction is posted. This feature allows clients to implement specific Bad Debt Reversal rules and account updates automatically.
Please contact Precision with questions regarding how to implement this Bad Debt Reversal script.
22418: Problem with special characters and spaces on Flex.ID
Fixed a bug with the Flex Reports that was disabling the ability to group, sort, and page the grid. The FlexQL report id no longer allows special characters or spaces.
21409: BUG: Transaction page not displaying properly in BCP
The transaction posting page now loads in a full frame from anywhere in the system to solve the menu positioning issue on that page.
22375: PostBilling Tab: Tax Debit Reporting
Billing Control Panel, Post Billing Tab, Update Tax Credits functions has been updated to report Tax Credits and Debits. Previously, only tax credits were being reported.
22398: Payment on Write-off
The Payment on Write-Off process has been updated. This process now executes the 'Bad Debt Reversal' process and applies the payment to the account.
Important note: It is up to the user to either Write-Off the customer again after the Bad Debt Reversal and Payment on Write-Off transactions have been posted. If not done, the account will remain in good standing.
22027: BUG: Trans Class selection without Account Number causes error
Fixed a bug on the Transaction Posting page that caused a server error when a Transaction Classification is selected without inputting an account number first.
22497: Error on Import Transaction screen
Fixed a bug on the Bill History V2 Import Transactions screen where a server error would be thrown if the functions on the page had returned any value from the backend service.
22525: Transaction Report Formatting not being applied
The formatting on the Transactions Report and Aging Report has been updated to make the reports more concise therefore allowing more data to be viewed on the screen.
Also fixed a bug where currency amounts were not displayed correctly on the Transaction Report.
22518: Credit Taxes Only bugs
Crediting Taxes Only process has been updated as follows:
- The taxes on Billing Transactions can only be credited once.
- Users cannot change the transaction amount. All taxes on the selected invoice(s) will be credited.