LogiSense Billing 10.5.x Release Notes

Last Updated: Thu Feb 09 2023

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.

10.5.0 Release Notes

Change Highlights

Account Menu and Screen Changes:

  • Revised the Account screen to present a list of accounts in the system that can be sorted by column and loaded by clicking on the account name

  • Accounts listed can be filtered by account name or usage identifier by using the new 'Search Filter' options on the Account screen

  • New accounts can be added by loading the Account screen and clicking the 'Add New Account' button

  • The five most recently accessed accounts by the user are now listed under the Account menu on the left menu bar. Clicking on an account name will load the account

  • The Account Overview menu options (Profile, Billing, Communication, Settings) and the screens under these menus are now available on the main Account / Overview screen after loading an account

  • Modified the Contacts section of the Account Overview screen to display contract addresses

Other Account Enhancements:

  • Added the ability to add negative transactions on the Transactions screen

  • Manual Transactions can now be added with an amount up to 11 digits of decimal precision. Amounts will still be rounded to 2 decimal places on the Invoice

Product Catalog Enhancements:

  • Price Books:

    • New feature which allows package pricing to be configured per country or grouped across multiple countries (for instance, a price book for Germany, another for Spain, another for Europe)

    • Rate Plans can be configured on package frequencies per service, for each price book

    • General Ledger codes and Service Tax Categories can be set on package frequencies per service, for each price book. This will override any GL Code or Tax Category configured on the Service in the product catalog

    • Price books can be imported by data import

  • Package Quantity Feature:

    • Extended the quantity feature to allow recurring non-usage based services to be added in bulk

  • Tiered Pricing Enhancements:

    • Added the ability to setup progressive pricing tiers on usage rates

Other Enhancements and Fixes

  • Added page history functionality to permit the use of the back and forward browser buttons

  • The LogiSense Billing build version can now be found in the user popover in the top right corner of the screen

  • Fixed many UI issues on multiple screens

  • Error handling and resiliency improvements

  • Validation fixes and improvements

  • Improved performance loading invoice data on the Transactions screen

  • Rating performance improvements

  • Fixed an issue where searching for accounts could return mismatched results when the search text contained an underscore character

  • Fixed an issue when searching for an account contact where no results were returned when searching for a first name only

  • Modified Advanced Filters to remove a column filter from the selection list once the column has been configured on the filter

  • Fixed an issue on the Account Package screen where the prices of account-services on the Services tab would incorrectly display product code price overrides instead of catalog prices

  • Improved performance billing recurring services

  • Fixed an issue that prevented a price override from being removed from an account-service

  • Modified discount logic to ensure fixed discounts cannot exceed catalog prices and bill a negative amount

  • Fixed an issue where usage could go unbilled if an account-package was cancelled after the first usage billing period and billing was executed after the cancellation but before the second billing period

  • Fixed an issue that prevented billing of past periods on post-paid packages if the packages were activated after the original period was billed

  • Modified logic to create an invoice item when any amount of usage is billed regardless of the value (e.g. when the usage is fully bucketed). Previously, these usage charges were set as no charge invoice items and excluded from the invoice

  • Fixed an issue where additional recurring charges and credits were applied when a usage identifier was changed on an account-service mid-period, and the package was configured to charge for full periods. This issue did not impact the account balance, but did add unnecessary charges to an invoice

  • Fixed a billing issue where the prorate period was calculated for a period of 31 days after changing an account package's next bill day, billing the package, voiding the invoice and then billing the package again

  • Fixed an issue where an account's status could not be set to canceled if only one account-package existed on the account and the package had been billed and canceled

  • Fixed an issue where an account-package's Bill Day and Usage Bill Day could not be modified on accounts that did not receive invoices

  • Fixed an issue where a transition charge would not be applied if the Transition's 'From Status' and 'To Status' matched the configuration of an existing transition

  • Fixed an issue when adding an account-package where updating charge values could result in a transition charge or penalty value being lost when saving the package

  • Modified logic so that when billing a non-recurring charge service, the period start and end dates will be set to the service’s effective date

  • Modified transaction reversal charges that have been voided so that they no longer appear on the Edit Transaction Reversals tab

  • Fixed a currency conversion issue with transaction reversals that could result in an incorrect remaining transaction amount in scenarios where the system default currency was different than the invoicer account's currency

  • Fixed an issue where an incorrect transaction period could be set on a transaction related to a prepaid account-package

  • Improved performance of the invoice render process

  • Added invoice tokens to render non-recurring charge totals

  • Modified Invoice Total calculation to not include attached payments

  • Fixed an issue where the overageConsumption invoice token could display an incorrect value in scenarios where partially bucketed usage went into overage and an overage rate plan was configured

  • Modified dunning rules to only execute if an invoice is rendered or delivered and the invoiced account is not cancelled

  • Modified the Bill Run History screen to include billing error messages and the Bill Run History ID

  • Fixed issues that resulted in incorrect Bill Run History statistics

  • Modified the Orders screen to display a spinner icon until the creation of an order is complete. This prevents subsequent orders from failing to be created if they are added prior to the first order being completed

  • Fixed an issue where an incorrect contract commitment period would be set after splitting unapplied commitments

  • Fixed an issue where voiding an invoice that contained an early contract termination charge would not reverse the Billed Through date on the related account package, if the package contained only non recurring charged services under contract

  • Fixed an issue where voiding an invoice that contained an early contract termination charge could result in incorrect next Bill Day and Billed Through dates, as well as an inability to further bill the post paid account-package that was configured with the contract

  • Fixed issues with invalid contract charges and other billing issues that can occur when an account-package with a contract and a future cancellation date is billed

  • Adjusted max character length of product codes to 50 characters

  • Set the maximum number of package frequencies that can be configured on a package in the product catalog to 50

  • Fixed an issue with counting rules where counting a service per status was including cancelled services, when the counting rule was configured to 'Count Only If Usage'

  • Added the ability to configure an API Only User on the Users screen. A user configured with this setting will not be able to log into the AdminPortal UI and can only be configured with an API Role and API Role Group

  • Modified Role Group Permissions screens to allow API role groups to be easily configured

  • Defined default core Role Groups (Admin, ReadOnly, API Admin and API ReadOnly) which cannot be modified

  • Fixed multiple UI issues on the Role Groups screen

  • Fixed issues which allowed payments to be created and reversals/refunds issued when the user lacked the proper role permissions

  • Removed DailyAggregateByAccountServiceID, UsageRateID, and UsageRateName columns from the Daily Usage V2 data source

  • Added Total Daily Usage V2 data source which provides a total of account service usage per day

  • Reintroduced Usage V2 data source

  • Fixed an issue where report filters did not filter report data when the filter was configured with system default filter values

  • Fixed an issue with Report Filters where filtering on a date/time required the time to be supplied down to a millisecond value

  • Added the ability to attach a rate plan when importing a package-service

  • Added the ability to attach a counting rule when importing a package-frequency

  • Added the ability to data import customer portal users

  • Modified Data Profiles to allow parent accounts to be imported without utilizing plugins

  • Data Profiles now support determining target fields using an AND condition across multiple source fields

  • Added the ability to specify account-service effective dates when importing account-packages from the catalog

  • Fixed multiple data profile target mapping issues and other data profile UI and validation issues

  • Fixed an issue where an imported account-package's Billed Through dates would not be reversed after voiding the first invoice

  • Fixed an issue that could cause incorrect count values on the Data Import History screen

  • File Importer performance and resiliency improvements

  • Fixed an issue where it was possible to click the Add button on the SMTP Settings screen when SMTP settings were already setup

  • Modified the Taxes tab on the Transaction screen to display taxes calculated even if the transaction is not yet attached to an invoice

  • Fixed an issue where an invoice would fail to generate if an account contained tax reversal transactions and the system was setup to use the local LogiSense tax vendor

  • For customers using AvaTax for Communications, manual transactions recorded against a Service with a Service Tax Category based on Lines can support a quantity of up to 500,000. All other transactions are still limited to a quantity of 10,000

  • Modified AvaTax integration to discard GeoCode responses with a score greater than '1' in order to avoid using an incorrect Tax Jurisdiction Code

  • Modified AvaTax integration to removed the '-' from the list of special characters that are padded by default when making a GeoTree lookup as this was causing an incorrect tax jurisdiction code to be assigned

  • Fixed an AvaTax integration issue where incorrect taxes were applied when a credit or negative transaction was added with a quantity value greater than one

  • Added the ability to prorate money buckets

  • Removed the ability to configure Exabyte/Exbibyte usage units on data usage buckets

  • Fixed an issue where the Amount field was missing when editing a money bucket on an account-service in scenarios where the bucket was added using a global add-on service attached to a sales order

  • Modified the Share Plans Edit Bucket screen to display 'Tier Threshold' instead of 'Tier Growth' on the Tiers tab

  • Modified rating behavior to rerate when a usage bucket goes into overage and not when contributing services or packages are added

  • Fixed an issue where rating would fail to find a rate group when rate group conditions existed and those conditions referenced a custom mediation field with a name that began with a lower case character

  • Fixed an issue where a usage record would go into exception if a mediation custom field was configured with a name that started with a lower case character

  • Fixed an issue where re-rating would not occur correctly when a bucket with a $0 flat charge was shared across a package and then the account-service containing the bucket was canceled

  • Fixed an issue where rated usage overage could be rated using an incorrect rounding rule

  • Fixed a mediation issue where in rare cases the mediation process would fail when highly concurrent operations were executing

  • Customer Portal UI and validation improvements and fixes

  • Removed the Process Register screen from the Operations menu

  • Renamed API Permissions section to 'Blacklists' on the Operations screen and sub-menus

  • Fixed issues with the scheduler that could cause scheduled events to be missed in some scenarios

  • Fixed issues that could cause data loss when archiving data to an S3 bucket

  • Removed 'Account Previous Status' from the list of Email Template Variables

  • Image effects in Word are no longer supported on invoice templates. Images will still render on PDF invoices but effects applied to the image will not

  • Fixed an issue where the billRun.name value returned in a Webhook was actually the Bill Run History Name

  • Fixed an issue that could database connections to be become blocked in some scenarios

10.5.0 API Changes

API versions v3 is deprecated as of this release

API Version 7 is introduced in this release

  • Deprecated APIs:

    • v3+/Usage/Rate/Plan/Package/Service/History (Get)

    • Report/Storage (Get, Put, Delete)

    • Report/Storage/Paged (Get)

    • Report/Storage/{id} (Get)

    • Report/Storage/identityOnly (Get)

  • Updated APIs:

    • Improved performance when creating a large volume of account services by API

    • Extended the DataImport/Usage API so that usage data can be supplied in JSON format

    • v7/Account/{id}/Detail (Get): added properties AccountSummary and AccountPriceBookRegions

    • v7/Account/{id} (Patch attach/detach): added property AccountPriceBookRegions

    • /v7/InvoiceItem (Get, Post, Put, Patch): removed property ‘isTaxExempt’

    • /v7/Package/Frequency (Get, Post, Put, Patch):

      • Added properties to pricePlans details: priceBookId, generalLedgerId, serviceTaxCategoryId

      • Added property to currencies details: priceBookId

      • Added property: currentRatePlan

    • /v7/PackageFrequencyPackageCurrency (Get): Added property PriceBookId. Defaults to Standard PriceBook (value 1)

    • /v7/Order (Post): Added properties to orderPackages: useBulkQuantity

    • v7/Account/Package (Get, Post, Put, Patch): Added property PriceBookId. Defaults to Standard PriceBook (value 1)

    • v7/Account/ProductCode/AvailableFor/Account/{id} (Get): Added property PriceBookId

    • DailyUsageSummary/ByAccountService/Paged (Get): The AccountServiceTemporalId property now returns 0 for api v4 to v6 and the property was removed in v7

    • v7/Package/Service/PricePlan (Post): Added property PriceBookId. This property defaults to the standard PriceBook (value 1) for v6 and all previous API versions

    • RatePlan (Get, Post, Put, Patch): removed amountPrecision property from api version 4 and higher

  • New APIs:

    • v7/PriceBook (Get, Post, Put, Patch)

    • v7/PriceBook/Region (Get, Post, Put, Patch)

    • v7/ApplicationVersion (Get): returns the application version

    • v7/Administration/User (Get, Post, Patch): allows the creation and modification of system users

    • v7/Schedule/BillRun (Post): creates a one time bill run that can be scheduled to run immediately or with a future start time

    • v7/CustomDataSource/{id} (Get): retrieves a JSON response from a custom SQL View

For additional API documentation please see the API Reference documentation on logisense.com.

10.5.0-Hotfix.1 Release Notes

  • Fixed an issue that caused malformed results to appear when searching on the Account Search screen

  • Fixed an issue where share plan add-on packages were added to an account multiple times if multiple price books existed with pricing specified for the add-on package

  • Modified invoice PDF rendering process to remove tables that have merge fields but no rows

  • Fixed an issue where the Data Import History screen did not display an exception when there was an error parsing a data profile transform formula