Posts Tagged ‘Enhancements’

September 2010 Newsletter – Volume 6, No. 9

Thursday, September 2nd, 2010

IN THIS ISSUE

Question Of The Month – How does advance billing work in EngageIP?

Feature Of The Month – Mass updating of next bill dates

Tip Of The Month – Role Security – Have you updated / reviewed yours lately?

Enhancement Of The Month – Price Plans – Automation of Price Overrides

How does advance billing work in EngageIP?


There are two types of advance billing in EngageIP, one allows you to bill out a prorated value for a service newly added and its full next month fee on the same invoice. This option is on services and is described in KB article #329.

The second advance billing type is where you want to invoice customers 10 days in advance of their billing date so that they receive their invoice prior to their service period starting. This type is described in KB article #361 and is set on the customers bill group.

Mass Updating of Next Bill Dates

As of the latest release (8.2.7.5) you now have the option to update next bill dates across multiple sub accounts from the parent account. This option is on the tools tab and allows you to select the accounts and next bill dates you wish to update and bulk edit them. This is a great option when you have more than 5 or 10 sub accounts that you need to adjust bill dates on. See KB article #464 for more information

Role Security – Have you updated / reviewed yours lately?



It is recommended that you regularly perform security audits on EngageIP and your network surrounding EngageIP. You should have a scheduled plan in place to review these, whether it be monthly or even weekly. To ensure that your EngageIP is secure, please review your role security configuration. Role security is outlined in KB article #276 and some example configuration on how to handle employee turn over is located in KB article #429

Price Plan – Automation of Price Overrides

Price Plans allow you to apply price overrides across multiple accounts without the need to go to each individual account and package to apply a discount. For detail on this, please see KB article #465

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June 2010 Newsletter – Volume 6, No. 6

Thursday, May 27th, 2010

IN THIS ISSUE

Question Of The Month – How often is the API updated or methods added? What is the process for getting new methods added?

Feature Of The Month – Invoice voiding now resets credits and usage so that they can be billed again

Tip Of The Month – Bill Run Text Box Labels Updated

Enhancement Of The Month – Accounts can be upgraded to unbranded owners when there are transactions / invoices on them

How often is the API updated or methods added? What is the process for getting new methods added?


We have a large assortment of API functions for your use when integrating with EngageIP or when using the customerportal. Sometimes you may find a need to pull more information from EngageIP than is accessible via the existing methods. If you’d like to suggest API functionality, please feel free to send an email to support@logisense.com or create a ticket and we can add that to our development queue. If you would like it sooner, please call us to schedule professional services time.

Invoice voiding now resets credits and usage

The void invoice process now will reset usage and credits so that they can be re-billed and displayed on the next invoice that is created. See KB Article #282 for more information

Bill Run text box labels updated



Bill run date labels have been updated to clarify their use and increase confidence in what they represent. For an example here and further detail, please review KB Article #266

Accounts can now be upgraded to unbranded owners when transactions or sub accounts exist

You now have the ability to upgrade regular EngageIP accounts to unbranded owners even though the account has existing transactions or sub accounts. Previously this was not possible.  For more detail, please see KB Article #314

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April 2010 Newsletter – Volume 6, No. 4

Thursday, April 1st, 2010

IN THIS ISSUE

Question Of The Month – When do payments show up on an invoice?

Feature Of The Month – XtendaBase – Dynamic Attributes

Tip Of The Month – Where to find what enhancements and system updates will be available to you

Enhancement Of The Month – Invoice Printing Tool

When do payments show up on an invoice?


When payments are added, they will show on the current OPEN invoice if one exists or the system will display them in the payments and credit section of the next invoice to be opened. The reflection of the payment in the total balance tokens will only also be reflect if there is an invoice open, or it will calculate in with the previous balance on the next invoice (and total due on that next invoice) For detail, please see KB Article #282

XtendaBase – Dynamic Attributes

Dynamic Attributes through our XtendaBase functionality allows the collection of custom data integrated directly with EngageIP. It is the evolution of ‘Profile Questions’ of which you are familiar. Another look at dynamic attributes means that you may be able to consolidate many like packages or services down to just 1 or 2 of the same by collecting unique pricing data for example within dynamic attributes rather then creating unique packages for each price set. This greatly simplifies your EngageIP interface and experience and limits input errors. All dynamic attributes are also available in report by clicking on the ‘View’ link on lists and selecting them. For details, see KB Article #364

Where to find what enhancements and updates will be available to you

To find out what enhancements and feature updates will be available to you, please regularly review the release notes always updated in KB Article #267


Invoice Printing Tool

The invoice printing tool has been significantly enhanced for 8.2.6+ versions of EngageIP Billing. You can now manage the  print queue by filtering out bill groups, date ranges etc when printing. This allows you to print only the invoices you need and in batches. For detail on this great enhancement, please see  KB Article #56

Productivity Tools – Firefox Addons

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