Revision as of 11:44, 15 May 2012

Emersion Software Systems Release Notes

3.42.01 - 15 May 2012

Bug Fixes / Minor Changes

An issue identified with the tax calculation on product purchases has been rectified to ensure the correct price ex tax and tax amount are recorded in the ledger.

3.42.00 - 4 May 2012

New Features

Customer Management Enhancements

Customer Notes now include information about system events that were generated for the account, such when invoices, reminder notices or other automated emails were sent.
The Customer > Customer List page now allow you to filter the account list by Account Profile.
In the Customers > Customer List > View account page, the system now displays notes related to the account at the top of the page indicating any overdue invoices and amounts due. These notes may be minimised or expanded.
For accounts that are set up as an Organisation, the system now stores and displays the organisation’s address fields and details.
The system now has the ability to show contact details as being verified with additional fields to show the date the details were verified and by whom. To enable this feature, please contact our Sales team.
The Contact details in an Account now has new fields for the driver’s license state and expiry date,
The system now has the ability to show whether the current account has an active TIO case, as well as the TIO case level. To enable this feature, please contact our Sales team.
The Create Account wizard now allows you to set the customer’s user portal login information, including username, the ability to check the username is not already in use, and password.
The account’s end user portal username can now be modified if required.

Other Enhancements and New Features

Invoices shown in Finance > Accounts Receivable > Invoice List now allow actions, such as Approve, Reject, Re-Render, to be performed on many invoices at once. More details are available in the on line help.
The system now has the ability to create Payment Plans for customers to pay off their account balances over a period of time via installments. More details will be available in the on line help.
When managing invoices, a confirmation message now appears when the user clicks Approve or Approve – Do Not Send.
The Pending Payment function’s user interface has been improved to show a ‘Mark as Failed’ button and to display a message to confirm the action.
The View Usage pages in the end user portal and Cumulus now allows you to select a date range for displaying the service usage.
When cancelling packages that contain multiple mailboxes, the system will now successfully cancels the entire package if all there are no active mailboxes found that use the same realm i.e. in other packages.
The Packages and Plans > Management package list page now allows package to be filtered by service type. All packages that contain the service type(s) selected will be displayed.
The Invoice Delivery template now has the customer’s Username variable available to be added into the email text.
Support has been added for iSeek TADSL Ull services in the Cyclone provisioning engine.
A new Event type, Credit Limit Exceeded, has been implemented to trigger when a customer’s account balance exceeds their credit limit. To enable this feature, please our contact our Sales team.
Data services have been updated to allow the service identifier (i.e. FNN) to be stored ether with a leading “61’ or ‘0’, as required by the each carrier / service provider.
The semi manual provisioning workflows now have additional support to process service orders that fail provisioning. A semi-manual provisioning request can now be set to ‘rejected’, so the service’s provisioning log is updated accordingly.

Report Updates

Many reports now have the ability to provide summary information, such as totals or averages, for data such as invoice amounts, amount due, payment amounts etc. In addition, the reports are able to be sorted by the various columns displayed. To enable this functionality for any of your reports, please our contact our Sales team.
The Reports module has new options to allow more flexible, automated report scheduling, including the ability to set daily/weekly or monthly frequencies as well options to define what day the report is run.

Bug Fixes / Minor Changes

An exception caused by the external signup portal was resolved, with some minor page layout updates implemented.
The account ID of the current logged in user now displays in the page footer on every page of the system.
A bug found in the instalment plan ad hoc payments where the GST was incorrectly calculated has been fixed.
The payment system (EPS) has been updated to check that payment details are stored correctly before creating and attempting to process an automated payment.
A problem found when attempting to provision a non-mandatory service on a package with other service types when an order is already in progress has been resolved. The order now correctly processes and provisions all services on the order correctly.
When aborting a package with multiple services and service identifiers, the system now correctly aborts all services within the package, not just the primary service.
An exception found when aborting a pre-active service and then attempting to re-allocate it to a new order has been resolve. The user interface will show the Allocate option disabled on services that are aborted.
Issues found when configuring a new Emersion Email Mailbox have been resolved. The user interface now correctly shows the correct elements and stores the service properties correctly.
The address fields shown when displaying a Billing Contact on an account now correctly displays all the correct address fields.
The notification messages display when viewing an account with unallocated services attached to a package have been updated to only show if the package are pre-active or active (i.e. not if they are aborted or cancelled).
Minor user interface and navigation issues have been resolved in the end user portal and Cumulus discovered when using multiple browser pages.
When creating or editing a contract, if the ‘no contract’ option is selected as the ‘contract end method’, the information is now correctly saved and processed correctly.
Rates set to a $0 (zero) value are correctly saved in the database.
An exception discovered when setting an account’s contract’s date of birth to a date prior to 1956 has been resolved.
The Edit Rate window has been enhanced with some minor cosmetic changes to improve usability.
The Receive Payment page has been enhanced with some minor cosmetic changes to improve usability.
The Take Payment page has been enhanced with some minor cosmetic changes to improve usability.
When creating a credit on an account, the system now displays the correct confirmation message.
The amount field labels on the view package page have been updated to indicate inc or ex tax.
An account’s End User Portal’s Username can now be changed.
The system now allows user to delete a Product Price point.
An exception discovered when changing an active service’s static IP address has been fixed.
The EPS payment processor has been updated to provide more information when payment processing fails.
A typo in the invoice template when a Bolt On was shown has been fixed.
An issue found when creating a new data service where the system created an incorrect service identifier containing the user authorisation details has been corrected.
The invoicing discount calculation has been updated to correct an error discovered where a package chain discount was applied twice.

3.41.00 - 13 March 2012

Bugs Fixes / Minor Changes

In Finance > Accounts Receivable, the 'Pending Payments' and 'Failed Payments' pages have been replaced with a single 'Payments' tab. Customers can search for any payments in any status.
Services that require Automatic Provisioning can no longer be activated in Cumulus.
Services that are configured for Semi Manual Provisioning can now only be activated by the Provisioning Account ID
When "Creating Immediate Invoices", the Auto-Approve box will be unticked by default. If the customer ticks it and attempts to proceed, they will be asked to confirm
During a 'Migration', a user can 'Cancel' and return to their originating Package Subscription
Emersion Provisioning System can now trigger an Event to be sent to an SP where a new Service Record is received for a service that is not in Cumulus (Automatically Provisioned Service Types only)
Write Off. Removed 'Auto Allocate' tickbox. Provided better confirmation box on clicking 'Submit'
Package Chain Discounts will be end dated when Package Subscriptions are cancelled
Bulk Payment will now validate to make sure that the file is valid and only import payments for accounts I "own"
Receiving a payment for an account with a pending invoice will force the invoice to be reconciled and re-rendered.
Paper invoice fees were only being generated for customers that had the Delivery Method of POST set at their level. This meant that if an SP had a default invoice delivery method of post that was not being overidden at the customer level, paper invoice fees were not being generated.
On creating a NEW BPay reference (through Admin > BPAY Details), there was no validation around the Reference Number Length and Prefix, so customers could create BPAY details with a required Reference Number Length of 1 (and then break the Payment Methods page when it tries to create the BPAY Reference). This has been fixed
On Ledger Cardlines, Package Chain Discounts were being created but with incomplete descriptions. This has been fixed.
Cancel Package Subscription function now allows you to:
- Cancel Immediately
- Cancel at End Of Date
- Cancel at End Of Period
- Cancel on Specific day - Note that you cannot cancel on a day prior to the beginning of the current Package Period
Invoices were being generated showing transactions resulting from 'Credit' Invoices being cleaned up (a debit and an unallocated Payment). This was confusing customers. These transactions will now no longer display
Various small UI improvements. Including but not limited to;
- Logical List Sort Order Improvements (eg. Services > Orders now sorts by order date DESC so the newest order is at the top)
- Spelling errors fixed
- Logical notifications added to certain events

3.40.01 – 25 January 2012

End User Portal Updates

The end user portal has been modified to no longer allow a customer to add, modify or delete their direct debit payment details.
Extra checking has been implemented to prevent a customer attempting to make a payment through the end user portal when no payment details have been set up.
The end user portal now correctly displays customer contact details for all address types (i.e. standard, unit/complex, postal address/PO box, and unstructured).
The end user portal now allows the customer to elect to save their credit card details when making a payment. Their account details will be updated with the credit card details entered.

Bug Fixes / Minor Changes

An exception caused by a user searching for an invoice using the System Search field without entering any data has been resolved.
An internal error found when viewing the Customer List > Customer > Organisation page has been resolved.
When migrating a package, the system will now only show destination packages within the same contract pool as the current package subscription being migrated. If you wish to migrate to a plan outside the current contract pool, you will need to break the contract via the View Package Subscription page.
A permissions issue found when viewing a customer’s transaction has been resolved.
When searching for a BPay Ref Number using the System Search field it now correctly returns matching payments records.
An exception caused when saving a note against a customer record in the Customer List > Customer > Notes page has been resolved.
The Account Balance shown in Customer List now displays tax inclusive, not tax exclusive
A problem found when approving invoices and un-ticking the “Reset Issue Date to Today and Due Date as per terms when approved” checkbox was fixed.

3.40.00 – 23 January 2012

New Features / Enhancements

Accounts

The Customer List > Customer > Contacts page has been redesigned to show all the account contacts in a list for easy selection. You can now create as many contacts against an account as is required. Previously only three contacts were available.
Each account contact can now have up to 10 email addresses stored against it. Multiple email address fields can be created on the Edit Contact Details page.
A new Transactions tab is now available in the Customer Account page. It lists all the customer’s invoices and payments. This list is also available in the Finance > Accounts Receivable > Transactions tab.
The Customer List page has a new column, Account Balance, which shows each customer’s balance. Current amounts due are shown highlighted in orange, while overdue amounts (>14 days) are highlighted in red.
The Receive Payment, Invoice List, and Unallocated functions under Finance > Accounts Receivable now show the Account Balances highlighted in orange for amounts currently due, and in red for overdue amounts (>14 days).
The Customer details page has a new field, Account Tax Rate, to allow different tax rates to be applied to individual customers. If not set, the system uses the default tax rate.

Events

A new Event type, “Package Activated” has been implemented that can be triggered when a new service subscription is activated. Further information about Events is available in the wiki.
The Invoice Due event type now has an additional variable available, ‘Amount Due Inc GST’, which can be added to the email template.
The Event Template function has been modified to now only allow an invoice to be attached to event types that are invoice centric.

Cardlines

The Create New Unallocated Cardline function has been enhanced so the cardline amount can now be entered either inclusive or exclusive of. tax. The system automatically calculates the tax amount. In addition, the ‘Covers from’ and ‘Covers to’ date fields have been removed as they were not relevant to pending cardlines.

User Portal

A new feature has been implemented on the Customer List > Portal function that shows the number of login attempts a customer has made in the user portal. It also shows whether the customer is locked out and allows you to unlock the customer’s user portal access.
The Payment Account module in the user portal now allows the customer to set up their payment details i.e. credit card or direct debit information.

Reports

The system now supports the scheduling and automatic generation of many system reports. A new ‘Report Schedule’ button is available on the updated reports that allows you to nominate the frequency to automatically run the report.

Product Management

A new Product Management module is now available that allows you to create and manage your products and pricing points. Full details are available in the wiki and the new Products Management User Manual.

Cancellations

An error found when a package subscription was cancelled with the ‘Cancel on a specific date’ option has been rectified to ensure credits are calculated correctly.
When cancelling service types that have a service identifier realm, such as Emersion email domains and DNS hosting, the system will now check for active mailboxes and not allow the service to be cancelled if any exist. All active mailboxes attached to the service must be cancelled before cancelling the service.
A new option is available (permission controlled) that allows service types that are manually provisioned to be cancelled immediately, without going into ‘Pending Provisioning Cancel’ status.

Minor Enhancements

The Customer List > Customer > Package Subscriptions page has been enhanced to show an updated Package Subscription ID column and a new ‘View Customer’ button to easily return to viewing the customer account details.
The Finance > Accounts Receivable > Receive Payment page now has a new search field that allows you to locate a customer by the customer’s invoice number.
The Finance > Accounts Receivable > Pending Payments and Failed Payments pages now has a new search field that allows you to locate a payment by the Electronic Payment ID.
The Electronic Payment System (EPS) has been updated so direct debit payments are not retried after the first failed attempt. The system will update the payment information for the customer as ‘Suspended by the System’. Previously, EPS would re-try the direct debit three times.
The Finance > Accounts Receivable > Invoice List page will now show the list of invoices sorted in Date Issued order.
The system now has better page handling when the same system pages is opened in two different browser tabs or windows to reduce errors and produce more consistent results.
The system has new navigation controls on all functions that show lists with multiple pages of data. Left and Right arrows bedside the page numbers allow easy navigation to next and previous pages.
If a package subscription is set with a start date in the future, the system now prevents users from migrating or cancelling these packages.
The Customer List > Customer > Pending Ledger Cardlines function now has a Cancel button to allow you to cancel the creation of an immediate invoice.
The Service > Migrations function now allows you to set a package migration to be scheduled to occur on the current date, at the end of package period, or at a nominated future date. Scheduled migrations can also be edited or cancelled.
The finance charges used for processing payment surcharges (e.g. 3% surcharge when paying by Mastercard etc) now correctly allows difference surcharges to be applied against each card type.

Bug Fixes / Minor Changes

An exception found with the data mapping on services that require semi-manual provisioning has been resolved.
An error that occurred when an email domain or domain registration service type was edited has been fixed.
Some reports were found to display not starting on page 1. This has now been corrected.
The contract break out fee calculated when using the break out method of ‘Remaining Value (Initial)’ now calculates the correct fee amount.
An exception found when trying to view usage data on a service that was cancelled has been resolved.
The User Portal Access setting on the customer’s account records now correctly controls access to the end user portal.
When creating a new service and setting the service activation date to a date prior to the current date, the selected date is now correctly saved in the service details.
A problem found when message temples used in Events contains complex html has been resolved. When an Event template is saved, the system now performs additional checking and clean-up of the content before saving.
When aborting a package subscription for a customer, though the system processed correctly, a blank screen was displayed. The system now returns to the account’s package subscriptions list.
An issue found related to checktype identifiers that caused an internal errors was resolved.
The system has been updated to prevent both a product rate’s markup and a price to be saved as NULL. The system now only allows a price or a markup to be set on rate, not both.
The Group Cap field in Package Plans has been fixed to only be active when there is an associated telephony service in the package.
The Customer > Payment Methods now only allows payment details to be set up if the corresponding payment type is set up for the service provider.
An issue found when viewing initialised service subscriptions now shows more informative error messages.
Write Offs now correctly create the necessary ledger adjustment transactions.
Issues discovered during package migrations that resulted in some migrations not working correctly have been resolved.

3.30.02 – 8 December 2011

Internal Release

Updates to the underlying billing workflows to speed up processing with no other visible changes.

3.30.01 – 1 December 2011

New Features / Enhancements

Reports

2 new Quarantine reports have been implemented:
- Telephony Non Existent Service Fault – lists any issues identified relating to telephony usage processing.
- Miscellaneous Charges Non Existent Service Fault - – lists any issues identified relating to miscellaneous charges processing.
The Payment report (under Report > Finance Report) now has a new field ‘Electronic Payment Reference’ that can assist with reconciling Ezidebit payments processed through the Emersion Electronic Payment System (EMS).

Invoice Overdue Event

The InvoiceOverdue event has been enhanced with additional configuration options:
- Number of days invoice overdue
- Overdue invoice amount
  - Please contact our support team for further information.

Bug Fixes /Minor Changes

An error discovered when exporting the Payment report to .csv has been resolved. It will now correctly appear in the Generated Reports list.
Invoices that are marked “Do Not Send” will now not be sent to the customer. It was found that though invoices were correctly showing in the Cumulus user interface as ‘Do Not Send’, the invoice generation workflow incorrectly overwrote the status so some invoices were still emailed to customers. This error has been resolved.
An exception discovered when a service’s start date was set to a date prior to the customer’s account start date has been resolved with additional validation implemented on date selection.
An issue found when a service plan was updated has been corrected. It was found that under some circumstances, the capped value figure was removed. This error has been resolved.

3.30 – 28 September 2011

New Features / Enhancements

BPay

Emersion now fully supports BPay. Customers may set up biller codes, with the required reference number prefix and reference number length. The system can generate a unique reference number for each account based on the prefix, account number, reference number length along with a check digit. This reference number is then shown on the customer’s invoices.

User Portal

The Emersion Payment System now allows instant payment processing for supported payment gateways (i.e. ANZ, Ematters and EziDebit). The portal now provides real-time payment confirmation to customers. Please contact our sales team for further information.
The ‘Make a Payment’ module now only displays the payment methods set up for the customer.
Customers may now make a payment of an amount greater than the total of selected invoices. The payment amount may be entered manually and / or invoices selected to record the payment against. The payment will then be allocated against the selected invoices. Any unallocated payment amount will be automatically allocated to the oldest outstanding invoice, or the account left in credit if there are no outstanding invoices.
The Emersion Payment System now supports customer payment via PayPal. Please contact our sales team for further information.
A new ‘validation level’ can be set up for each Emersion customer's User Portal that controls the mandatory fields required to be entered on the 'Account' and 'Contact' pages. Please contact our support team for further information.

Administration Settings

Emersion customers can now configure the basic style of their user portal including page title, IP address, company logo, style sheet, login Template, base Template and terms of service can be set up and customised as required. This function is accessed via Admin -> Settings -> User Portal Setting.
Emersion customers can now also configure the basic style of the new customer sign-up page in their user portal, including admin settings, CSS details, javascript, header, footer and terms of service. This function is accessed via Admin -> Settings -> Signup Setting.

Product Management

A new Product Management module is available to allow Emersion customers to create and manage products and product categories. Previously, products could only be created by the Emersion support team. In addition the Add Purchase function has been enhanced to better display the product sale details. Further information will be available in the wiki soon.

Events

A new Event Configuration function has been implemented to allow Emersion customers to create and manage events, such as automatic renewal of accounts, usage thresholds, invoice overdue, credit card expiry, payment failure etc. Each event type can be configured with an action to perform when the specific condition or trigger is detected. Further information about Events is available in the wiki.

Semi Manual Provisioning

A new provisioning method has been implemented to allow a service to be configured as requiring manual provisioning by a separate account, known as ‘semi-manual provisioning’. When set, provisioning and cancellation requests entered by a reseller will be sent to the upstream carrier for actioning using the existing ‘Manual Provisioning’ function in Emersion. Please contact our sales team for further information.

API

A new API is available to allow all account details to be retrieved. Please contact our sales team for further information.