Release date:
New Features
Invoice Clipping by Due Date
To support scenarios where invoices are raised for a customer with differing payment terms, it is now possible to configure Collection Procedures to clip Invoiced based on their due date, as well as the date on which they are created.
Collection Procedures with Clip By of “Transaction Date”, or Clip By being empty, function as normal. Collection Procedures with Clip By of “Due Date”, when created, define a date range they will accept Invoices if their Due Date falls within. Additionally, a Gather End Offset controls the date, relative to the Due Date that the Invoice Clip “closes” and the Collection Steps commence.
Additionally, Collection Procedures can be configured to split Invoice Clips per Payment Term.
Customer Workbench Popup - Sublist Sorting Sticky
When users change the column that sublists on the Customer Workbench popup are sorted by; the change is now remembered for the particular user.
Task Workbench Performance Improvements
All changes to existing Tasks, and creation of new Tasks are dynamically updated on the Task Workbench Timeline Popup; there is no longer the requirement for the popup to reload to see the changes.
Customer Workbench Performance Improvements
The loading time of the Customer Workbench Popup has been significantly improved. Data components on the page now load concurrently, thereby reducing the overall time to display.
Custom fields in Invoice sublists on Promises & Disputes
It is now possible to nominate up to 3 extra transaction body fields to be displayed within the list of Invoices when creating both Promises and Disputes.
Bug Fixes
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[504] Inflation of Amount Due when creating a Promise record
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[506] Automated completion of tasks attached to promises that have been honoured
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[508] Sticky filter settings mismatch causing load failures
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[532] Customer Debtor Status not being set to Blocked with Collection Steps requires it