IN THIS ISSUE

Question Of The Month – I need to print only a specific list of invoices at a time and I need them sorted, how can this be accomplished?

Feature Of The Month – Role Based Password Security

Tip Of The Month – Have you checked your maintenance plan lately?

Enhancement Of The Month – BillSoft Tax Exemption – New Option For ALL

With the new print tool, you can fully filter and sort the invoices that sit in your print queue in EngageIP.  To do this, start the print tool, then click the ‘Filter’ button, once your invoices are filtered, you can click ‘Start Printing’. For more information, see KB Article #56

Securing EngageIP should be your first priority since all customer data is potentially accessible via the adminportal interface – with the exception of credit card numbers which are not viewable through the interface in accordance with PCI compliance.  Adminportal passwords however is a major piece of the security puzzle so hardening them is one way to increase your overall security. To ensure  your system passwords are secure for the adminportal, configure the roles in your system to enforce strong password rules including alpha-numeric passwords, password history restrictions and minimum password lengths. For more information, see KB Article #276



The first step to performance, security and disaster recovery is to have a good maintenance plan in place in MSSQL. You should be regularly checking that the maintenance plan is processing its jobs successfully and for example the backup location is not out of space, that the plan is purging old data as configured and that no errors are showing up in the log reports. For more information on using MSSQL maintenance plans, see  KB Article #40

A new option in the BillSoft exemption component allows you to select ‘All’ so that all transactions are exempt from all taxes. For detail, please see KB Article #20