Within these release notes you will find descriptions of new features, enhancements and API changes in the LogiSense Billing application. The content below details changes in major release versions, point release versions and hotfixes. If you have any questions about the information provided below please do not hesitate to contact your LogiSense support representative.
In this article:
Included with the LogiSense Billing core product
Allows your customers to access product information, invoices, usage and billing data
Can be branded to provide a consistent customer experience
Supports customer payments if your LogiSense Billing instance is integrated with a payment gateway
Supports the ability for customers to cancel products
For more information see the Customer Portal article
Billing performance improvements
Recurring Bill Runs
Recurring bill runs can now be configured
The Bill Run Posting Date, Bill Period Start and Bill Period End dates have been moved to the Schedule One Time Bill Run modal
The Add Recurring Bill Run Schedule modal now contains the Posting Date and a First Schedule Start Date/Time field. For recurring bill runs the bill run end date is set to the First Schedule Start Date value and then the end date and the posting date are incremented automatically going forward based on the set schedule
Only one active recurring bill run can run at a time. There is no limit on the number of one-time bill runs that can run concurrently
Bill Run Retries:
Added a Retry Bill Run button on the Operations / Monitor / Bill Run History screen. This feature can be used to retry a bill run in the event a billing issue is encountered and the bill run did not finish
Bill Account Improvements
The Bill Account modal now provides the ability to set the Billing Period Start date, Billing Period End date and other standard billing and collection options
Billing options selected on the Bill Account modal will trigger the running and rendering of invoices
Collecting payment on the Bill Account modal will collect based on the invoice balance
Usage Billing will no longer create $0 invoice items for account-services that have no usage
Added the ability to create a Sales Order on the Account / Profile / Orders screen
Sales orders contain a collection of account-packages that can easily be added in bulk, price adjusted, billed and invoiced
Packages added to sales orders are fully configurable. This includes selecting alternate rate plans, populating custom fields and setting account-package effective dates
Sales orders are wizard driven to make creating and modifying orders a simple process
Sales orders can be added through third party applications (NetSuite and Salesforce) or by API
For more information see the Sales Orders article
Added a Re-Render Invoice option on the Account / Billing / Invoices screen. This feature allows an undelivered invoice to be re-rendered in the event that invoice template changes have been made
Added a Deliver feature on the Account / Billing / Invoices screen which allows an invoice to be sent to an account's billing contact. If invoices are configured to be delivered offline then the Deliver feature will instead allow an invoice to be marked as delivered
Added a Generate and Download Preview feature on the Setup / Extensibility / Templates screen. This feature allows you to generate and review a pdf preview of your invoice and credit note templates
Added a 'Hide Zero value Invoice Item' setting to the Templates configuration screen. When this option is enabled $0 charges will not be displayed when invoices are rendered
Expanded invoice statuses to detail the state of taxation. The new statues are 'Tax Pending', 'Tax In Progress' and 'Taxed'
Added the ability to configure and import usage consumption notifications on Service and Share Plan buckets. Notification events configured can be used to send Webhook or email notices based upon the percentage of usage consumed
Added the ability to refund partial amounts on payments processed through a payment gateway
Various resiliency. performance, validation and error handling improvements
Fixed an issue with Advanced Filters which caused the date values configured on the filter to be cleared
Modified child accounts to be set to their parent account's currency when created, instead of the default owner currency
Modified the Account / Overview / Payment Method screen to be hidden if no payment gateway has been setup under the owner. Note: if a payment gateway is added you will need to logout and back into the AdminPortal to see the Payment Method screen
Removed the ability to uncheck/disable an Upcoming Change when editing an Account Service
Fixed an issue editing Account Services which prevented upcoming changes from being deleted or having their change date adjusted
Fixed an issue with Account Package cancellation which caused a $0 transaction to be added to an account when cancelling a post paid package
Fixed an issue where recurring credits issued as a result of canceling an Account Service did not get reflected in the account balance
Fixed an issue where changing a usage identifier on an Account Service mid period would generate invalid refunds and prorated transactions
Fixed an issue which could cause a non-recurring charge Account Service to have an effective date earlier than its Account Package effective date
Fixed an issue where Global Add-On Services could be charged using catalog pricing instead of observing a price override configured on the Account Service
Fixed issues on the Account / Overview / Settings screen that permitted some read only fields to be modified and could prevent some settings from being saved
Modified screens and modals to reference invoices by the invoice name instead of the invoice id
Modified the Credits screen to hide the Unpaid Invoices and Disbursements tabs if the account is not setup to receive an invoice
Fixed an issue on the Account / Billing / Invoices screen where certain characters typed into the Filter field on the Transactions tab would result in an error message
Credit validation improvements to ensure that voided credits cannot be reversed and that one time reversed credits and voiding credit reversals can be configured to show on invoices and credit notes
Fixed an issue where voiding an invoice containing imported account package charges resulted in an incorrect reversal of the imported packages Next Bill Date
Fixed an issue where the Invoice screen was displayed with no content on accounts which do not receive invoices
Modified voided invoice details and user notification messages to include the invoice name
Fixed an issue which caused credits to remain set as disbursed when the invoice the credits were disbursed to was voided
Fixed an issue where voiding an invoice could result in some transactions failing to bill after re-billing
Fixed an issue where a bill run would fail to complete and could not be canceled in situations where a void invoice operation also failed
Fixed an issue that caused an invoice creation error when more than 2,100 credits were contained on the invoice
Fixed an issue with late payment fees which resulted in the Period Start and Period End values for the fee being empty on the Account / Billing / Transactions screen
Enhanced Account Contract Commitments to support calculating commitments per specific services. An 'Aggregate Commitment' option has also been added to permit commitments to be extended to child accounts
Modified Account Contracts so that the Invoice Amount commitment can only be set on an account that receives an invoice
Fixed a contract renewal issue which caused the previous contract to remain active instead of being canceled when renewing to a new contract
Fixed an issue with Package Contracts where the Charge Remainder amount was not charged in certain package cancellation scenarios
Fixed an issue with Account Contract Commitments being applied beyond the end of the contract term when billing multiple periods into the future
Modified Price Plans so that Product Code ID's need to be unique at an owner level instead of at the account level
Modified Price Plans to permit Product Codes setup on Package Services in the plan to be used by other accounts in the account hierarchy
Fixed a Price Plan issue which resulted in child accounts being billed transition charges using catalog pricing instead of the price set in the Price Plan
Modified Billing Activation rules so that activation can be triggered based upon time only or usage only thresholds. Configuring both a time threshold and a usage threshold on billing activation buckets is no longer required
Added the ability to configure progressive tiered pricing on Prepaid Packages, Global Add-On Packages and Non-Recurring Charge Services in the Product Catalog
Modified the Service Transition configuration so that penalty charges can be removed
Modified the Packages screen to hide the Buckets tab when no buckets are attached to services in the package
Fixed an issue with package frequencies which prevented tiered non-recurring charges from being modified
Fixed a Counting Rule issue where the Count Only if Usage option did not count services with usage correctly in tiered bracketed pricing configurations
Fixed an issue with Counting Rules which caused billed non-recurring charges not to be counted after voiding an invoice and billing the NRC charges again
Removed the Company entity from the system
Fixed a bucket configuration issue where it was possible to configure bucket details without location values on buckets setup to use GeoTree rated classes
Moved the Amount Precision setting from the Rate Plans screen to the Rate Groups screen
Added a new field Amount Rounding Type to the Usage Rate Groups screen. This allows the amount to be rounded up to the amount precision to or round up at half
Added the Amount Rounding Type field to the Owner screen's Mediation & Rating tab. This value will be used if the rounding type is not set on the Rate Group. Note: If the Rounding Type is not set on the group nor the owner (e.g. after system upgrade to version 10.3) then the rounding behavior will default to Half Up
Fixed an issue which prevented a rate group from being deleted when rates referenced the group. Deleting a rate group will now delete the group and all rates associated with the group
Modified usage rounding behavior to round usage for aggregated rates once at the end of the billing period. Non aggregated rates will round usage per usage record
Removed the Progressive Pricing option from the Usage Rates Tier Type list when configuring an aggregated usage rate
Modified rerating behavior to trigger rerating if an account-package's effective date/cancel date is set to a date that exceeds an account service's effective date
Fixed a rating issue where usage was not rerated after voiding an invoice on an account and running rerating on the account
Fixed an issue where rerating could fail to execute on packages that are cancelled on the same day they became effective
Added a delete option on the Setup / Usage Rating / Exceptions screen. An entire category of exceptions can be deleted with this feature, or the exceptions can be filtered to delete only a subset of exceptions
Fixed postal code validation issues which could cause Tax Jurisdiction Code lookups on account contacts to fail for Canadian postal codes
Modified AvaTax integration to perform a tax adjustment instead of a tax reversal when taxes from a previous period are reversed. This will add a new tax transaction in the current period that offsets the taxes from the previous period
Modified the Tax Codes screen to hide the Only Report Tax setting when AvaTax is selected as the tax vendor
Fixed an issue in AvaTax integrated environments which could prevent a tax adjustment from being performed
Modified real time usage taxation to tax usage based upon its usage class instead of using the Service Tax Category set on the Service that the usage relates to
Fixed an issue which could result in an invoice rendering failure when billing a cancelled package in an environment configured for real time taxing
Fixed an issue which caused the 'Last Modified Date' and 'Last Modified By' field values to be empty on the Setup / Extensibility / Templates screen
Modified the contact.Billable.emailAddress email template variable to post all of the billing contact's email addresses in the email body instead of just one email address
Fixed a issue where the credit note variables creditNote.credit.items.serviceName and creditNote.credit.items.serviceTypeId did not render any value on credit notes
Fixed an issue with invoice variables used to display total recurring charges failing to calculate the quantity of packages
Fixed an issue with Email Template contact email address Variables which caused email addresses not to be displayed in emails sent
Removed the Visual Map 'Match' Transform Type from the Data Profile screen as source names can now be directly mapped to target names. After upgrading to LogiSense Billing 10.3 existing Data Profiles using the Match transforms will need to be updated to re-map to target names instead of target ids and then have the Match transforms removed
Moved the Amount Precision field from the Data Profile Field Map when configuring a Usage Rate Plan target and added it when configuring a Usage Rate Group target
Fixed an Account Package import issue which caused an incorrect Usage Billed Through date to be set on the package
Modified data profiles to require that all child elements (maps, schema) are deleted first before the data profile can be deleted
Fixed an issue where importing an account package would result in non-recurring services in the package being set with no status value instead of inheriting the default service status defined in the product catalog
New Reports:
Accounts and Contacts: Provides a list of all accounts within the system and on details on each account contact
Service List: Provides a detailed list of all Services within the product catalog
Packages and Services List: Provides a detailed list of all Packages within the product catalog and all services within
Product Catalog: A detailed view into the pricing structure of the product catalog
Aged Invoice Balance: Provides a breakdown of all outstanding invoices in the system, sorted by account, and buckets the balances of those invoices by Due Date. Default buckets in days overdue are {0-29, 30-59, 60-89, 90-119, 120+}. This default setup can be changed to different bucket sizes or to report on different dates (invoice date, invoice sent date, or invoice created date instead of invoice due date)
Updated Reports:
Accounts List: Added additional billing context fields to the report
Taxes Payable: Added additional Tax metadata columns to the existing report to help with tax compliance
Removed the Aged Invoice chart from the Home screen
Fixed issues with Report Filter Operators failing to update after configuring a new Operator
Added a new Package Frequency data source that can be used to run a report or by itself as a child data source of Account Package
Expanded the available fields on the Account Data Source
Added a Catalog Package Service data source which can be used to run a report on its own or as a child data source of the Catalog Package data source
Added a Catalog Service data source which can be used to run a report on its own or as a child data source of the Catalog Package Service and Account Service data sources
Added a Catalog Service Pricing data source which can be used to run a report on its own or as a child data source of the Package Service data source
Removed the Account Contacts V1 data source and added a new Account Contacts V2 data source. Custom reports using the old data source will need to be updated to use the new data source
Added a new Tax Detail V2 data source which can be used to run a report detailing all taxes calculated by the system
Removed the Data Sources screen from Setup / Reports
Fixed an issue where the Account Service V2 Data Source did not include cancelled services when displaying data on a report
Modified Custom Field decimal values to support a precision value of 28 and a scale value of 11
Fixed an issue where account custom fields set as required with default values did not display the default value when creating new accounts
Fixed an issue where account custom fields without default values were not displayed when creating new accounts
Fixed an issue where Account Package Custom Fields configured to lookup values did not display the custom field data on reports
Fixed an issue where custom fields setup as default with a decimal value did not display the default value
Fixed an issue where a Webhook setup with a key/value pair could not be saved after its Authentication Type was changed to 'None'
Removed the delete button from the Bill Run History screen
Modified Event subscriptions to be made for Account Contacts. Billing, Service, Admin and Tech contacts can now be directly emailed using email templates when system events occur (e.g. when an Account Package status changes)
Added a Throttle Threshold to the Operations / Monitor / Process Register screen. This allows delays to be introduced between processing messages in the event that a single process is consuming excessive resources
Deprecated APIs:
Account/Service/Summary/Participating/View (Get): Removed (All API Versions)
Account/Service/Summary/View (Get): Removed (All API Versions)
Account/Service/Usage/Bucket/SharePlan/ContributionOverride/Temporal/View: Removed (All API Versions)
Company: Removed the company entity (All API Versions)
Culture (Get, Post): Removed the culture entity (All API Versions)
DataSource: Removed (All API Versions)
DataSource/Default: Removed (All API Versions)
Invoice/Identifier: Removed (All API Versions)
Password/Change (Post): Removed
ProgressiveTierCountTracking (Get): Removed (All API Versions)
Service/Category (Post, Put, Delete): Removed (All API Versions)
v4/BillRun/Schedule (Get): This end point is no longer supported in v4 of the API
v4/BillRun/Schedule/<id> (Get): This end point is no longer supported in v4 of the API
c4/BillRun/Schedule/Paged (Get): This end point is no longer supported in v4 of the API
v4/Invoice/<id>/Render (Get): This end point is no longer supported in v4 of the API. It has been replaced by api/v4/Invoice/{id:int}/Download
v4/Usage/Rate/Plan: Marked for deprecation but is still available for backwards compatibility. Future enhancements will be on api/v4/RatePlan
Updated APIs:
v4/Account: The "taxCodeId" and "taxCodeName" are no longer available. The internal detail level property "company" has also been removed
v4/Account/Package: The "billedThrough" and "usageBilledThrough" properties have been added to indicate the date through which an account is billed
v4/Account/Service: The "oneTimeAmount" property is no longer available. The detail level property "usageBucketSharePlanContributionOverrides" and "sharePlanExclusion" properties have also been removed
v4/Account/Service/Usage/Bucket: The "isPackageLevelParticipation" property has been added and the "serviceContributions" property has been renamed to "contributions"
v4/BillRun/History: The payload has been restructured by adding history steps to enhance recovery bill runs
v4/Contact: The "company" property has been removed
v4/Account/Contract/Tracking/Commitment: Added a new “InvoiceId” property
v4/Contract/Commitment: Added a new "includeChildAccounts" property
v4/GeoTree/Location/Group: Removed the "visible" property
v4/Invoice: Added the "invoiceItems" and "reportAttachements" properties to the detailed data
v4/Owner: Added the "isCustomerPortalActive", "roundingMethodTypeId" and "roundingMethodTypeName" properties. Renamed "ratePrecision" to "amountPrecision"
v4/Package/Service/PricePlan: Added the "isCustomerPortalActive", "roundingMethodTypeId" and "roundingMethodTypeName" properties. Renamed "ratePrecision" to "amountPrecision"
v4/Payment: Added the "paymentReversals" to detailed results
v4/Payment/Reverse/Vendor: Added the "amount" field to specify the amount for partial reversals
v4/Payment/Vendor: Added the "invoiceId" field to make payments for a specific invoice
v4/Service: Removed the "taxCodeId", "taxCodeName", "invoiceIdentifierId" and "invoiceIdentifierName" properties
v4/Usage/Bucket: Renamed "serviceContributions" to "contributions". Added "usageBucketNotifications" property
v4/Usage/Class: Added "serviceTaxCategoryId" and "serviceTaxCategoryName" properties
v4/Usage/Rate/Group: Added "amountPrecision", "roundingMethodTypeId" and "roundingMethodTypeName" properties
v4/Usage/Rate/Plan: Removed "amountPrecision" property that is now part of the RateGroup entity
New APIs:
v4/Account/Service/<id>/Current (Get): Returns the most recent status of the AccountService. View API Definition
v4/BillRun/StepType (Get): New entity related to Bill Runs. This shows which step the bill run is currently on (i.e. Invoice, Payment, Render, Delivery). View API Definition
v4/BillRun/History/Paged/Detail (Get): Return Bill Run History detailed data in a paged fashion. View API Definition
v4/BillRun/History/<id>/Detail (Get): Retrieve deep detail of the BillRunHistory object by its ID. View API Definition
v4/BillRun/Schedule/OneTime (Post): Create a new One Time BillRunSchedule object. View API Definition
v4/BillRun/Schedule/Recurring (Post): Create a new Recurring BillRunSchedule object. View API Definition
v4/Bill/Run/Schedule/<id>/Cancel (Post): Cancel an existing BillRunSchedule based on the {id} provided. View API Definition
v4/DailyUsageSummary/ByAccountService/Paged (Get): Retrieve all of the ViewUDRDailyAggregateUsage objects in a paged fashion View API Definition
v4/Invoice/<id>/Download (Post): Download the PDF version of an invoice. This replaces the older Invoice/{id}/Render endpoint. View API Definition
v4/Invoice/<id>/ReRender (Post): Re-render the specified Invoice. View API Definition
v4/Invoice/<id>/Delivery (Post): Delivers the specified Invoice to its recipients. View API Definition
v4/PaymentMethod/SetAsDefault (Post): Sets the 'AutoPay' to be true for the specified Payment Method. View API Definition
v4/RatePlan (Get): Provides information about RatePlan details. This is a new path for the older /Usage/Rate/Plan entity. View API Definition
v4/RoundingMethodType (Get): Provides a choice of how rounding should occur. View API Definition
For additional API documentation please see the API Reference documentation on logisense.com.
Fixed an issue where tax reversals could generate duplicate taxes in some scenarios
Fixed an issue where attempting to void an invoice containing an Account Package with a Non-Recurring Service resulted in an error
Fixed an issue which could cause mediated records to fail to be rated or fall into exception in some scenarios
Fixed an issue with one time billing packages which prevented the package from being billed when the one time billing package's effective date matched the account's bill day
Fixed an issue where usage was not taxed in environments configured to use Dynamic Usage Classes
Fixed an issue where the account tax category set on an account or tax vendor was not evaluated when determining the tax category and the account tax category defaulted to 'Residential'
Billing performance improvements
Rating performance improvements
Error handling, logging and input validation improvements
Improved performance loading account-packages which contain a large number of services
Improved performance generating invoice reports
Improved performance loading bracketed price tiers when editing tiers on package frequencies
Data import performance improvements
Data import enhancements and fixes
Added the ability to process back-dated usage on cancelled services up to 365 days. The number of days configured is set on the 'Late Usage Rating Threshold' option on the Owner Configuration / Mediation & Rating tab
Added the ability to create bucket allowances that support fractions of bytes. During rating amounts will be rounded up to the nearest byte
Added support to load Customer Portal pages in multiple browser tabs/windows
Modified the Account Hierarchy list to display all accounts in the hierarchy. Previously this value was limited to 10,000 accounts
Renamed Aged Invoice Balance report to Aged Invoice Summary by Due Date
Added a new Aged Invoice Balance Detail by Due Date report
Fixed an issue that could cause bill runs to become stuck during the invoicing process
Fixed an issue where a rerate or pending rerate would not block a bill run from being executed on an account
Fixed an issue which occurred after voiding and rebilling charges where incorrect service charges were billed on postpaid packages with transition charges
Fixed an issue where voiding an invoice set the incorrect next bill dates on account-packages when the package's start date and the account's bill date did not match
Fixed an issue where invoice amount contract commitments were not reapplied after an initial account invoice was voided and re-billed
Fixed an issue where the Account Settings tab on Accounts was not showing up for non Admin role users with the permissions to access that screen
Fixed an issue where users using the Read Only role group could not view report data, regardless of the report permissions granted to the role group
Modified contact creation so that contact addresses filter the list of displayed states based on the country selected
Fixed an issue with account contact addresses where clearing out the Address 2 field value would result in an error when attempting to save the address details
Modified invoicer accounts to only display credits on credit notes if the credit's currency matches the account currency
Fixed an issue where a newly added account-package could not be deleted if it was configured with a billing activation service
Modified account-packages to permit rate plan adjustments when the account-package has been configured with an effective date in the future
Fixed an issue introduced in version 10.3 which resulted in effective cancelation dates failing to be set on services with non recurring charges
Fixed an issue where billing a non-recurring usage service did not result in the service being cancelled after the charge
Fixed an issue with sales orders where a custom field value set on an account-service was cleared after the order was processed
Fixed an issue where a rate plan could not be deleted from an account-package when the package effective date was greater than the rate plan start date
Fixed an issue where a rerate did not occur when a contributing service/package was added to an account share plan
Fixed an issue where it was possible to configure tiers on price plans not configured for tiering in the AdminPortal
Fixed an issue where a package frequency setup for tiered progressive pricing would switch to a 'not tiered' configuration when a non-recurring charge existed on the package without a price set on the NRC
AvaTax compliance and jurisdiction code lookup enhancements
Modified AvaTax integration to pass quantity values to Avalara when taxing usage that has a base type of count
Fixed an issue in AvaTax integrated environments where the date passed to Avalara for invoice item taxation was incorrect for some invoice item types
Fixed an issue where usage would not be taxed on aggregated rates in environments configured to tax in real time
Fixed an issue introduced in version 10.3 which caused tax exempt account-services to be taxed in environments configured for real time taxation
Added missing state codes for Washington DC and Armed Forces locations
Corrected the state code for Newfoundland and Labrador to be NL instead of NF
Fixed an issue introduced in version 10.2 which resulted in incorrect currency symbols being set for some currencies
Deprecated APIs:
none
Updated APIs:
Fixed an API issue where post searches in the body payload specifying a Type resulted in an error
New APIs:
v4/DataImport/[id]/LastUpload (Get): Retrieves the most recent DataImportUpload instance View API Definition
v4/Owner (Get, Patch): Added new setting for UsageBillingGraceDays View API Definition
For additional API documentation please see the API Reference documentation on logisense.com.
Added support for non-recurring services/buckets to be configured in share plan add on packages. NRC price overrides are also supported
Modified taxing behavior to use an invoicer account's account tax category and tax exemption settings when an account is not configured with a tax address and its invoicer does have a tax address configured. If the invoicer account configured with a tax address does not have an account tax category set, then the tax vendor's default account tax category will be used
Fixed an issue where a bill run could proceed with billing without waiting for rerating to finish on accounts being billed by the bill run
Fixed an issue where invoices would continue to render when embedded report generation failed
Fixed an issue where an account-service would fail to bill in scenarios where its package was canceled in its first billing period and the account-service in the package was configured to transition to a new service state the day before its effective cancel date
Fixed an issue where transition charges on an account-service would not be billed, when the account-service was transitioned to a status which had no price configured
Fixed an issue that prevented transition charges from being applied when a billing activation service was configured on a package
Fixed an issue where a partial byte billing activation bucket could not be configured in the AdminPortal
Fixed an issue that could cause udr mediated custom field values to be incorrect on usage reports
Updated the UDR History report and usage v2 data source to present/allow location and location group usage details for systems configured to use dynamic usage classes
Deprecated APIs:
none
Updated APIs:
v4/BillRun/Schedule/OneTime (Post): Updated response to return the BillRunSchedule
New APIs:
v4/Account/Package/View (Get) View API Definition
v4/ReportDefinition (Get) View API Definition
v4/Udr/Mediated/[id] (Get) View API Definition
v4/BillRun/Schedule (Get) View API Definition
For additional API documentation please see the API Reference documentation on logisense.com.
Modified the BillRun/Schedule/OneTime and BillRun/Schedule/Recurring APIs to return more detail on the Bill Run object created
Modified share plans to allow packages to be added to plans when the package is configured with a billing activation service
Fixed an issue that prevented importing share plan buckets with a participating type of Package
Modified package cancelation logic to permit prepaid account packages to be cancelled within the current billing period
Improved performance loading the Share Plan screen on Accounts
Fixed an issue that could cause the file importer to stall when importing non-usage data
Fixed a rating issue that could result in some usage records being marked as processed when they should have been flagged as exceptions
Improved search performance when looking up Usage Identifiers and expanded the UID results in include UIDs on cancelled account-services
Modified bucket creation timeout value to address scenarios where a very large volume of buckets need to be created at once
Fixed an issue where account cancellation would fail when a cancelled account-package existed that contained a billing activation service
Fixed an issue where billing a usage based non-recurring service prior to performing usage billing could result in a service misconfiguration that would prevent an invoice void from being performed
Rerating service resiliency enhancements
Fixed a rating issue where switching from rating to rerating could cause a mediated record to be rated twice, resulting in double billing
Deprecated APIs:
none
Updated APIs:
none
New APIs:
Added v4/Account/Service/UsageIdentifier?prefix= (Get)": searches for account-services that currently have a usage identifier which starts with the specified prefix query
For additional API documentation please see the API Reference documentation on logisense.com.
Fixed an issue where a rating exception would occur when attempting to process a usage file that contained a block of more than 2100 different usage identifiers that all belonged to the same account
Rating service resiliency improvements
Rating service performance improvements
Billing performance improvements when billing services configured with progressive tiered pricing
Fixed an issue where an invoice would be created with an invalid date range when billing a prorated service with a one day proration period
Fixed an issue where voiding an invoice would fail in scenarios where account-packages existed with no account-services
Fixed an issue when voiding invoices that prevented aggregate usage on the invoice from being considered during rerating
Fixed a billing exception that would occur when billing an account-package with a contract set to charge the remainder, in scenarios where the account-package was billed up to the final month of the contract term, then cancelled, and then the following month was billed
Fixed an issue where a new share plan would not be created on an account if a previous share plan created by the same selling service had been cancelled on the account
Modified share plans to be cancelled when the account-package containing the selling service is cancelled
Added the ability to manually override tax jurisdiction codes on account contacts so that taxes for an alternate jurisdiction can be applied to transactions if needed (for instance, taxes applicable at a contact's previous address could be applied to a credit). The manually entered jurisdiction code will be automatically updated if a new address is entered for the contact
Modified AvaTax integrated environments to send the Address 2 value when performing a jurisdiction code lookup
Modified AvaTax integrated environments to include the currency code when submitting charges to AvaTax for tax calculation
Event Service resiliency improvements
Fixed an issue that could prevent billing of an account-package if it contained a non-recurring service with an effective date and effective cancel date less than one second apart
Fixed an issue where an incorrect refund amount was generated when an account-package status and account-service status were changed at the same time
Modified package status change logic so that switching from one billable status to another will not generate prorated charges
Fixed an issue where billing activation did not occur if a billing activation bucket was consumed after an initial invoice was generated and voided
Fixed an issue where usage would be charged for only one aggregated rate when multiple aggregated rates existed within a rate plan
Fixed an issue that prevented new payment gateways from being setup and prevented billing from being performed when automatic payment collection was enabled
Fixed an issue where shipping contacts on Orders were not populated when creating an Order
Deprecated APIs:
none
Updated APIs:
v4/Contact (Get, Post, Put, Patch): Added TaxJurisdictionCodeOverride to Address
v4/Account (Get, Post, Put, Patch): Added TaxJurisdictionCodeOverride to Address
v4/Address (Get): Added TaxJurisdictionCodeOverride to Address
New APIs:
none
For additional API documentation please see the API Reference documentation on logisense.com.
Modified invoice line items to be grouped based on their period start and period end dates when sending charges to Avalara for tax calculation
Modified the presentation of cached entities (e.g. Service Status Types) to support displaying more than 10,000 records
Fixed an issue where an invoice would be created with an invalid date range when billing a prorated service with a one day proration period
Fixed an issue where voided invoices could not be viewed in the AdminPortal UI
Fixed an issue where voiding an invoice which contained a prorated charge related to a sales order would fail to reset the Billed Through date on an account-package under a child account
Fixed an issue with the Bill Run History screen which could cause the processed count value to be inaccurate
Fixed an issue that could cause bill runs to become stuck in the 'In Progress' status
Fixed an issue where generating a report with multiple data sources could fail in some scenarios
Fixed an issue where generating a report would fail for certain reports based on some invoice items lacking IDs
Fixed an issue which prevented some APIs from being displayed on the Developer / Server / API screen
Fixed an issue where the Developer / Server / API screen displayed the incorrect API Version in the URL of the selected endpoint
Fixed an issue where several APIs returned a 404 error when executed from the Developer / Server / API screen
Modified AvaTax integration to send taxes in batches of up to 10,000 line items, instead of 1,000 line items
Modified AvaTax integration to tax child account's one time credits using the invoicer's account tax jurisdiction code instead of the child account's account tax jurisdiction code
Increased the job service command timeout default value to 10 minutes (from 3 minutes), to avoid timeout issues when executing long running invoice void operations (e.g. voiding an invoice with more than 500,000 items)
Rating service resiliency improvements
Rating service performance improvements
Fixed an issue where account-packages that were created, cancelled and then billed did not display any data on the account-package Services tab
Fixed an issue when voiding invoices that prevented aggregate usage on the invoice from being considered during rerating
Fixed an issue where a new share plan would not be created on an account if a previous share plan created by the same selling service had been cancelled on the account
Modified share plans to be cancelled when the account-package containing the selling service is cancelled
Modified AvaTax integration to address an issue where child account tax jurisdiction codes were not identified by Avalara and taxes were calculated using the parent account's tax jurisdiction code