| Program / Function |
Description |
Software Version |
|
New! |
|
|
|
Quick Cash |
Added the ability to enter a location in Quick Cash rather than a
customer if you are location aware. Also added ability to
right-click and choose a location from the recent history.
|
24.06.21 |
|
Repairs |
|
|
Past Due View
Shut Off View |
Changed to now print the notices in the order that they were sorted in
the view.
WI 5054 |
24.06.21 |
|
Work Order Print |
Repaired an issue with printing work orders with images that would
sometimes cause the images not to print.
WI None
Repaired an issue with connection user definable fields incorrectly
pulling information from the first connection if no meter was specified
on the work order.
WI None |
24.06.21 |
|
BUSA Reporting |
Repaired an issue that could cause an exception when generating joins.
Expose the main BUSA reports and BUSA custom fields so they can be
viewed in BUSA.
WI 0 |
24.06.21 |
|
Asset Maintenance |
Improved appearance of fields with proper alignment.
WI 5055 |
24.06.21 |
|
New! |
|
|
|
BUSA Reporting |
Added 2 options to BUSA scheduling - Exclude First Line (removes the
report description from the first line) and Export to CSV to create a .csv
file instead of an Excel file.
WI 5003 |
24.06.01 |
|
Read History View |
Disabled Add Informational Reading and Modify Last Reading if there are
no connections. Will allow Add Informational Reading and Modify
Last Reading if connection is inactive.
WI 4943 |
24.06.01 |
|
Repairs |
|
|
|
Exit |
Repaired an issue that when exiting the application would sometimes
cause an error.
WI 4727 |
24.06.01 |
|
User Definable Fields |
Repaired an issue with user definable date fields not accepting years
less than year 2000. Improved performance as well.
WI 5004 |
24.06.01 |
|
New! |
|
|
|
Connections View |
Added connections material and line material columns to the view.
Improved the tab sequencing.
WI 4965 |
24.05.01 |
|
Service Management View |
Added labor and inventory cost columns to the view.
WI 4818 |
24.05.01 |
|
Customer View |
Added "Characters remaining count" message to the mailing address fields.
WI 4958 |
24.05.01 |
|
BUSA Reporting |
Added the miscellaneous servicing table to be available for reporting.
WI 0 |
24.05.01 |
|
Radio MIU |
Increased the length of the Radio MIU field in various screens including
on meters, backflows, components, trailers, location connections, and
connection change-out history.
WI 4774 |
24.04.01 |
|
Work Order Entry - Time |
Removed the time entry button and added a Labor tab where all time
entries for a work order are maintained. The time entry function
in the job tab remains so that the entry can be associated with a
specific job.
WI 4817 |
24.04.01 |
|
Read History View |
Changed the possible rollover warning in the Add Informational Reading
screen from a pop-up screen to a message that does not require action.
WI 4970 |
24.04.01 |
|
Connections Vieew |
Improved the display of child connections by ordering the child meters
by location, then connection then sequence.
WI 4973 |
24.04.01 |
|
Read History View |
Repaired an issue in the Modify Reading History when usage is
expected to be negative.
WI 0
|
24.04.01 |
|
New! |
|
|
|
Enhanced Appointment Scheduler |
Now allows for showing and choosing a project which will transfer to the
work order if also creating a work order.
WI 4420 |
24.03.01 |
|
Appointment Entry |
Added search capability for sites when in site mode.
WI 4929 |
24.03.01 |
|
Read History View |
- Added the prior reading to the Modify Read History screen.
The usage will be calculated but can be changed.
WI 4921
- The informational read function will now default the reading
type to INFO Read.
WI 0
- Added service to the Modify Read History screen. The
service drop-down list will only populate services for which the
selected connection has billed services.
WI 2512
- Repaired issues with unbilled usage not showing properly.
WI 2512
|
24.03.01 |
|
BUSA Report |
Reports created by NDS will now show even if BUSA is not activated.
WI 4918 |
24.03.01 |
|
Recalculate Combined Usage/Units |
Added the ability to run on either meter import transactions or regular
billing transactions.
WI 4813 |
24.03.01 |
|
Repairs |
|
|
|
Work Order Entry |
Repaired an issue with adding inventory through the inventory tab.
WI 0 |
24.03.01 |
|
History Inquiry |
Changed the order of payment transactions in the Transaction Detail
Summary so that the running total is reversed.
WI 4485 |
24.03.01 |
|
Bill Entry |
Repaired calculations for table type billing calculations so that when
entering a smaller reading and choosing usage credit will generate an
opposite usage and charge than normal and also repaired generate billing
types for generating credits to work correctly.
WI 4886
& 4907 |
24.03.01 |
|
New! |
|
|
|
Inquiry |
Added a new feature for the Home view and layouts, that is an Open on
Start checkbox on the layout tiles. This allows a layout, when
checked to automatically start for the Inquiry.
WI 4298 |
24.02.01 |
|
Recalculate Combined Usage/Units |
Changed the calculation to also multiply the resulting charges by the percentage
of usage each transaction has of the total net usage.
WI 4813 |
24.02.01 |
|
Extract Interim Consumption |
Changed the process to also include negative usages when including zero usage
isn't selected.
WI None |
24.02.01 |
|
Repairs |
|
|
|
Classic View |
Repaired issues with images and photos sometimes not working.
WI None |
24.02.01 |
Images View
Work Order Entry |
Improved performance when adding and saving images. This is applicable if
you are using MariaDB+.
WI 4711 |
24.02.01 |
|
New! |
|
|
|
Recalculate Combined Usage / Units |
Added a new routine and a new transaction code billing code called
combined usage units. This works similar to the Percentage
Recalculate routine where it totals the actual usage for transactions in the
selected books/companies for transactions with the billing code of combined
usage units. It divides the net usage by the transaction code minimum
usage and takes the larger of the calculation or the customer service number of
units and multiplies it by the minimum charge to arrive at the charge amount.
WI 4813 |
23.12.21 |
|
EDIFICE Inquiry |
Added a red filter indicator on the gear icon to alert you that there are active
filters currently.
WI 4461 |
23.12.21 |
|
Customer View |
Added a new tool called Sale which can be used for calculating and pro-rating
charges for a property being sold.
WI 4824 |
23.12.21 |
|
Repairs |
|
|
|
Classic Inquiry View |
Repaired an issue with the drill-down icon so that it now switches the
balances/customer information on the right and the wizards to the correct ID.
WI None |
23.12.21 |
|
Assets Management View |
Changed the right-click save as function to save as Asset Management.
WI
4840
TS Note;
Changed to update data after user-defined columns or data is added to the grid.
This will eliminate the grid always being in edit mode. WI 4842 |
23.12.21 |
|
Work Order Entry |
Repaired an issue when using the scheduling time slot mode and changing the
technician the time was getting changed to anytime.
WI 4803 |
23.12.21 |
|
Consumption Meter Import |
Changed to omit missing meter warning messages during the create transactions
step.
Updated the connection not active status and service allow meter
import functionality to work.
WI None |
23.12.21 |
|
Extract Interim Consumption |
Reverted the rounding of usage when dividing by the number of billing periods so
that it now rounds down.
WI None |
23.12.21 |
|
New! |
|
|
|
Testing Notices |
Connection user definable fields are now available for use on testing notices.
WI 0 |
23.12.01 |
|
Repairs |
|
|
|
Field Search |
Repaired an issue that occurred when searching by company and a company has an
ID of zero.
WI 4790 |
23.12.01 |
|
Bill Entry |
Improved performance when editing billing transactions while the Billing
Explorer is open.
WI 4679 |
23.12.01 |
|
Extract Interim Consumption |
Changed to now round the usage when it divides it by the number of billing
periods.
WI 0 |
23.12.01 |
|
Scheduler View |
Repaired an issue where in certain circumstances double-clicking a time slot
could load the wrong technician.
WI 4776 |
23.12.01 |
|
Scheduling Year Formats Maintenance |
Repaired an issue that would sometimes not show the last week of the year
depending on the year.
WI 0 |
23.12.01 |
Customer Shut Off Alert
Cash Receipts Post |
Changed the Cash Receipts Post to remove the customer shut off alert if the
balance is paid off (<=0) during the post.
WI 4693 |
23.12.01 |
Proration Utility
Bill Entry |
Changed so that when calculating pro-rated charges and the new rate table has
more step levels than the original, the last non-zero rate level for the
original will be used instead of zero.
WI 4656 |
23.12.01 |
|
Billing Calculations |
Repairs to correct compound meter billing calculations for regular table and
compound table calculation types.
WI 4804, 4732
Repairs to credit compound meter billing types and regular table transaction
calculations where the reported usage could be higher then the main meter usage
and get incorrectly credited for it. Changed to now cap up to the main meter's
usage. WI 4732
|
23.12.01 |
|
History Inquiry |
Repaired an issue that could occur when saving an account in the EDIFICE Inquiry
when the Customer view is open in a tab.
WI 4729 |
23.12.01 |
|
Enhanced Meter Import |
Repaired an issue that occurred when the up/down variances were greater than
100.
WI 0 |
23.12.01 |
|
Classic Inquiry View |
- Improved performance and repaired issues with loading accounts.
WI 4729
- When using the Classic view in location or customer mode, loading
accounts will not try to switch modes. If in location mode and there's
a location it will load it. If it's in customer mode and there is a
customer it will load that. Or, if a location is entered it will look
up the owner of the location and stay in customer mode.
WI 0
|
23.12.01 |
|
New |
What's New! |
|
|
AR Balances View |
Added the short customer note beside the total balance.
WI 4715 |
23.11.01 |
|
BUSA Reporting View |
Added the location and work order images table to be available for reporting.
WI 4746 |
23.11.01 |
|
Interim Meter Import |
Added a setting called user_meter_dates_if_no_override that can be used for
interim imports. If this is set to true and the override_service_from_date
is not set, it will default to the meter service from date and the same is true
for the override_service_to_date as well.
WI 4739 |
23.11.01 |
|
Repairs |
|
|
|
Unapplied Distribution |
Repaired an issue with open item and applying credits. It will now pickup
the credits to apply to charges.
WI none |
23.11.01 |
|
Contact Type Maintenance |
Repaired an issue that occurred when opening the maintenance from the menu.
WI 1669 |
23.11.01 |
|
Classic Inquiry View |
Repaired issues with searching for a customer or tenant that doesn't have a
location. Customers will now be properly located and will load more
quickly.
WI 4692,
4716, 4729 |
23.11.01 |
|
History Inquiry |
Repaired to improve speed when opening.
WI 4692,
4716, 4729 |
23.11.01 |
Executive Reporting View
Billing Explorer
Cash Explorer
Shut Off View
Past Due View
Testing Management
|
Improved performance when loading and refreshing accounts, and refreshing
reports in the Executive Reporting view.
WI 4679 |
23.11.01 |
|
BUSA Reporting View |
Improved the performance of scheduled BUSA exports.
WI 4683 |
23.11.01 |
|
New |
What's New! |
|
|
Executive Reporting |
Added another report for account contacts called Customer Contacts with Location
report.
WI 1669 |
23.10.01 |
|
Repairs |
|
|
|
Enhanced Meter Import |
Repaired an issue with multiple readings for a location. Changed the
interim process to use the meter date service from and through dates when the
import doesn't specify a date and it doesn't find a previous last interim
reading.
WI 4730 |
23.10.01 |
|
Invoice Cloud |
Repaired an issue causing the BIF files to have incorrect counts.
WI 4723 |
23.10.01 |
|
New |
What's New! |
|
|
Customer View |
Added a new contact information section to the customer view where multiple
contact phone number and email addresses can be maintained.
WI 1669
|
23.09.01 |
|
Executive Reporting |
Added 2 reports to the Executive Reporting for reporting account contact
information.
WI 1669 |
23.09.01 |
|
Repairs |
|
|
|
Inquiry |
Repaired an issue with Enter not working in the
Classic Inquiry view and repaired some issues with navigation and messages
in the view.
WI 4689 |
23.09.01 |
|
Inquiry Field Search |
Repaired an issue that would prevent the search from working when searching by
customer ID.
WI 4697 |
23.09.01 |
|
Meter Import/Create Transactions |
Repaired an issue that could sometimes create duplicate transactions for a
customer when the imported meter doesn't exit or under other circumstances.
WI 4705 |
23.09.01 |
|
Customer Alerts |
Repaired an issue that was sometimes causing customer alerts to display twice.
WI None |
23.09.01 |
|
New |
What's New! |
|
|
Inquiry |
Classic Inquiry has Moved! It has been conveniently added as a view in the
EDIFICE Inquiry.
WI 4590 |
23.08.01 |
Customer View
Location View
Connections View
Work Orders View
Assets
View |
Improved the auto suggest feature for the user-definable alpha fields drop-down lists.
If there are more then 100 distinct entries for a field, when you are making entries,
choices are not automatically entered for you.
WI 2087 |
23.08.01 |
|
Service Management View |
Cosmetic improvements to the Assigned Selected screen with improved text and
onscreen help text.
WI 4625 |
23.08.01 |
|
Printing and Print Preview screens |
Modernized the icons on the Printing and Print Preview screens.
 WI 4624 |
23.08.01 |
Customer View
Create Customer Wizard
Application Options |
Added options to the Application Options to de-activate customer C/O fields and
an option to de-activate customer address line 3.
WI 4598 |
23.08.01 |
|
Customer Email |
Changed the color of the email icon to indicate whether or not the customer has
an email address on their account. Green email means there is an email
address. A gray email address indicates that there is not an email address
for the owner or tenant.
WI 4224 |
23.08.01 |
|
Customer Payments by Date iKnowSys Report |
Added a customer total count to the report.
WI 4662 |
23.08.01 |
|
Repairs |
|
|
|
Billing Statements |
Repaired to include the desired amount of history in the billing history on the
statements.
WI 4634 |
23.08.01 |
|
Import Geo Coordinates |
Removed ability to sort the grid until after the data source has been changed.
WI 4642 |
23.08.01 |
|
Service Management view |
Repaired some issues with the changes to the assigned selected functions that
were causing errors in the Shut off and Past Due views.
WI 4668 |
23.08.01 |
|
BUSA Reporting view |
Improved error handling and processing of reports in BUSA.
WI 4660 |
23.08.01 |
|
New |
What's New! |
|
|
Change Out History view |
Added Old Radio MIU and New Radio MIU information to the change out history.
This information is not retro-active and will only be available for new change
outs.
WI 4363 |
23.06.21 |
|
Service Management view |
Improved wording and display of information - added icon to header for
information, changed header information and improved the display on right side..
WI 4066 |
23.06.21 |
|
Work Orders view |
Improved performance when there are many work orders at a location. NDS
recommends hiding unnecessary columns from the main band and any child bands as
that will improve speed.
WI 4591 |
23.06.21 |
|
Inquiry |
Added the unit information to the location address that displays in the banner
area of the Inquiry.
WI 4618 |
23.06.21 |
|
BUSA Reporting view |
Made cosmetic improvements to report layouts - moved date and time to upper left
and page to the upper right.
WI 4236 |
23.06.21 |
|
Meter Maintenance |
Improved the search for meter size, type and testing calendar.
WI 4363 |
23.06.21 |
|
New |
What's New! |
|
|
Document Attachments |
Changed the Add Attachment button text to be simply Add. Changed the
text and flow of the Choose File window. WI
4519
|
23.06.01 |
|
Account Balances View |
Improved the wording on certain settings. Show Empty Categories is now
Show $0.00 Categories, Always Show All Services is now Show All Services, Always
Show Total Balance is not Show Total Balance and Wrap Contents is now Wrap
Categories.
WI 4557 |
23.06.01 |
Documents View
Report History
Posting Statistics window |
Changed various printing processes such as viewing/reprinting documents, report
history, cash receipt printing and others to use the enhanced reporting
interface when it is activated.
Added a print column to the Documents
view that will automatically open the PDF, Word document or Excel document in
the respective default viewer.
WI 4369 |
23.06.01 |
Customer View
Location View
Connections View
Work Orders View
Assets
View |
Added drop-down list to user-definable alpha fields for selecting and editing
entries. When you are making entries, you choose a value from the list or
enter a new value. If you enter a new value, it will be added to the list
for future use.
WI 2087 |
23.06.01 |
|
Billing Explorer |
Added a new option for choosing accounts with electronic bills and or paper
bills. WI 4489 |
23.06.01 |
|
Repairs |
|
|
|
BUSA Reporting View |
Changed the setting so that certain pop-up windows don't appear on the task bar.
WI 4545 |
23.06.01 |
|
Billing Explorer |
Changed the default message when the view is opened and set the initial status
to Actions to be disabled.
WI 4566 |
23.06.01 |
Liens Process
Create Lien Workfile |
Added to the
workfile for open item interest accounts the Original Interest Stop Date that captures any previous interest stop date.
WI 3444 |
21.11.01 |
Size Maintenance
Meter Export |
Added an Export Size field to Size Maintenance. The Export Size is
included in the Meter Export.
WI 3270 |
21.11.01 |
|
Add Message Wizard |
Added the following Improvements.
- Message codes can be selected from a list.
- Added new tools for editing, copying and pasting text.
WI
3451
- Added a Contact field to the wizard. You can maintain a contact
name that pertains to the message.
WI
3392
|
21.11.01 |
|
Work Orders View |
Added a hyperlink to the work order number. Clicking the link will now
load the work order.
Added the customer ID to customer field and added
a hyperlink to the ID. Clicking the link will load the customer.
This makes it easier to review customers associated with past work orders at the
location who are no longer attached to the account.
WI
2991 |
21.11.01 |
|
Book Sequence View |
Added hyperlinks to the location, owner and tenant fields. Clicking a link
will load the appropriate account.
WI
2991 |
21.11.01 |
Billing View
Invoices View |
Added a hyperlink to the location field. Clicking the link will load the
location.
WI
2991 |
21.11.01 |
Cash Receipts Explorer
Messages View
Payments View
Refunds View
Past
Due View
Shut Offs View |
Added a hyperlink to the location field and the customer field. Clicking
the link will load the appropriate account.
WI
2991 |
21.11.01 |
|
Testing Management View |
Added a hyperlink to the location field. Clicking the link will load the
location.
Added a hyperlink to the work order field. Clicking the link
will load the work order.
Added a hyperlink to the customer field.
This will load the owner.
WI
2991 |
21.11.01 |
Billing Explorer
Service Management View |
Added hyperlinks to work orders, locations, location descriptions and customers
for the Service Management Work Order tab and to the Billing Explorer.
WI
2991 |
21.11.01 |
|
Transactions View |
The work order hyperlink will now open Work Order Entry instead of the Work
Order view.
WI
3492 |
21.11.01 |
|
Build BUSA Report View |
Added the use of Min and Max aggregate functions on table value lookup fields.
WI
2723 |
21.11.01 |
|
Mobile Work Orders |
- In Mobile Automation, if the meter or device's radio MIU is changed, the
battery install date is also updated.
WI
3478
- Added the ability for mobile work order to update certain asset fields
as well as create new assets, associating them with the same site on the
work order.
WI
3341
|
21.11.01 |
|
Mobile Work Orders Inventory |
Added the ability to synchronize inventory in Mobile Work Orders with the
current inventory as well as the ability to remove categories.
WI 3145 with a firebird SQL
connection string. |
21.11.01 |
|
Bill Entry |
Made workflow improvements for billing adjustments. When a new reading is
less than the previous reading, the transaction will remember the user's
selection in the rollover/usage credit prompt so that when editing existing
transactions or tabbing through fields, you are only asked once.
WI
3269 |
21.11.01 |
|
Cash Receipts Post |
Changed to only remove an open item invoice from the workfile if it is fully
paid off.
WI
None |
21.11.01 |
|
Change Customer ID Wizard |
Repaired some issues that were causing the wizard to freeze or create an
exception error.
WI
3498 |
21.11.01 |
|
Billing Adjustments Statements |
When statements are printed for open item invoices with billing adjustments, the
statements will use the new billing/due date to calculate interest on those
invoices.
WI
3487 |
21.11.01 |
|
Rolls Transfer Post Transactions |
Repaired an issue that caused rolls to be created for the wrong service when
rolling open item balances that use multiple services.
WI
None |
21.11.01 |
|
Customer View |
Repaired to always ensure that the classic cross references are rebuilt when
changing a customer name or drivers license. This ensures that the correct
name displays in the Classic Inquiry.
WI
3305 |
21.11.01 |
|
Work Order Entry |
Repaired an issue with inventory descriptions when using the Create Receivables
function.
WI
2868 |
21.11.01 |
EDIFICE Printing
Executive Console |
Repaired an issue that was causing text to be shown as a blank page.
WI
3522 |
21.11.01 |
Application Options
Print Statements |
Added an option to the Application Options called Use Latest Bill from
any Service, which affects open item daily interest if the Freeze Daily
Interest until Next Bill feature is enabled. This new feature allows bills
for other services (like labor) to check the latest water/sewer last billing/due
date so interest which may be billed off cycle can also have their interest
frozen up to the due date.
WI 3240 |
21.10.01 |
|
Work Orders |
Added result codes and result notes to be available for use on work orders.
WI None |
21.10.01 |
|
Work Order Entry |
Redesigned the screen.
- Tabs now run horizontally instead of vertically.
- Job Entry is redesigned but with same fields.
- Notes fields are now more clear about lines and characters each line can
hold.
- Improved the Other Notes field with more features.
- Transactions tab is now called Billing. Moved Create Receivables
button to this tab.
WI
3341
|
21.10.01 |
|
Asset Management View |
The following improvements:
- Changed Asset icon
- Moved advanced asset search parameters to an Advanced hyperlink
- Improved search
- Moved Clear button and added a tooltip to indicate that it clears search
settings
- Added geo coordinates to individual assets
|
21.10.01 |
|
Enhanced Meter Import |
Added an option called Generate the same system estimate for the same
meter to the Convert Options tab. This feature
allows a single meter with multiple connections (like a water/sewer meter) to
use the water estimate for the sewer estimate without having to use the Use
Prior Usage special handling. This allows the sewer reading/usage history
to still be recorded.
WI 3267 |
21.10.01 |
|
Enhanced Meter Import |
When the billing type System Estimates Enabled is set to no, a
system estimate will result in the new read being the same as the previous read
and zero usage.
WI 3352 |
21.10.01 |
|
Payments View |
Changed the Total amount calculation to exclude term discounts. The amount
in the detail row will be bold with an asterisk * to indicate that the amount is
not part of the total.
WI 3333 |
21.10.01 |
|
Payments View |
Added the ability to select a single transaction and create a reversal for it
instead of a whole group. For open item interest accounts, if the invoice
is closed, it will be re-opened.
Reversing an open item interest
payment will now send it as an adjustment on a 99999999* overpayment invoice.
WI 3304 |
21.10.01 |
|
Account Balances View |
Repaired an issue that was causing the amounts in the Unapplied Amounts section
to be counted in the Total Balance. This pertains to transactions using
the unapplied credit cash code.
WI 3329 |
21.10.01 |
|
Cash Receipts Entry |
Updated to allow reversals against 99999999* invoices even if they are not open.
WI 3304 |
21.10.01 |
|
Work Order Site Maintenance |
- Added a Device Type field that shows the type of device.
- Repaired the Device ID field to allow it to be cleared.
- Repaired an issue that was creating multiple copies of a new site, if
save was clicked more than once.
WI 3250
|
21.10.01 |
|
Work Order Entry |
- Create Receivable is now allowed when the status is any of the completed
statuses such as completed, needs review.
- Changed the Quantity of work order inventory events to be a decimal
instead of an integer for partial quantities.
WI 2868
|
21.10.01 |
|
Quick Cash |
Added extra location information for location aware sites that breaks down
payment amounts made to multiple locations for the same customer.
WI 3331 |
21.10.01 |
|
Transaction Code Maintenance |
Added descriptions for transaction type, debit/credit flag and service to the
Search, making it easier to find information.
WI 3334 |
21.10.01 |
|
Line Item Maintenance |
Fixed issues with the search for Link Line ID.
WI 3407 |
21.10.01 |
|
Unapplied Distribution |
Fixed issues with balance forward accounts when using the unapplied amount for
overpayments.
WI 3357 |
21.10.01 |
|
Result Code Listing Report |
Repaired issues when listing more than a pages worth of result codes.
WI None |
21.10.01 |
|
Customer View |
Repaired issues with Notes so that focus remains on the Notes fields when using
any tools on the sidebar.
WI 3364
Repaired so that tabbing from the User definable area properly goes to the
Notes area and so on.
WI 3341 |
21.10.01 |
|
Billing Explorer |
Repaired issue with header label being truncated for On Hold in the By Service
grid as well as other places in the grid.
WI 3302 |
21.10.01 |
|
Service Management View |
Repaired an issue that was caused when searching for automation items for all
dates.
WI 3408 |
21.10.01 |
|
Location History View |
Repaired contact name so that if the last name field is blank the contact name
will display without extraneous comma.
WI
3393 |
21.10.01 |
|
Reports |
Repaired issue with report column truncation for report that are printed raw so
that the alignment is preserved. Changed it to always leave at least 1
space if it does use up available whitespace.
WI
3365 |
21.10.01 |
|
Asset Maintenance |
Repaired issues with adding and editing assets.
WI
3388 |
21.10.01 |
|
Asset Management View |
Added a new view for managing assets, which provides the ability to track
non-billable assets and to create work orders for them.
WI 2664 |
21.09.01 |
|
Asset Maintenance Menu |
Added an Asset maintenance menu under the Code Maintenance menu that offers
maintenance for assets, asset types, asset manufacturers and user definable
fields.
WI 2664
 |
21.09.01 |
|
Customer View |
Improved the Notes fields to allow a popup editor for long text fields.
There is an optional revert feature which can revert back to the original text.
Copying will now only copy the selected text. Pasting will paste from the
current position of the cursor.
WI 2834 |
21.09.01 |
Shut Off View
Classic Shut Off Workfile |
An alert now shows when an account is considered to have the shut off process
started. This feature can be de-activated by the User Alert Settings.
WI 2352 |
21.09.01 |
|
Build BUSA Report View |
Added the monthly calendars as a field to the Backflow table. This allows
queries to be built using these settings, which can report the number of devices
tested each month.
WI 3088 |
21.09.01 |
Mobile Work Orders
Mobile Work Order Automation Settings
Work Order Entry |
The Create Receivables feature in Work Order Entry will now show a new window
where inventory items can be added, removed and inventory details seen. If
using mobile work orders, any inventory automation events will be brought into
this window where the transaction code can be set. The status of the
automation events will be set to completed as well.
Added a new option
to the Inventory mode of Work Order Automation Settings to activate this
feature.
WI 2868 |
21.09.01 |
|
Create Payment Plan Wizard |
The following changes:
- Repaired issues where the wrong customer or location is sometimes being
used.
WI 3209
- Changed all references to removing a payment plan to instead refer to
discontinuing a payment plan. The plan is not removed, the
status is changed to discontinued.
WI 3210
- Ensure that ALL SERVICE always shows in the Service drop-down list.
WI 3183
- When building of the first payment plan fall back to the first service,
if available.
WI 3183
- Allow new payment plans to be created for accounts regardless of their
current balances.
WI 3200
|
21.09.01 |
|
Cash Receipts Entry |
Repaired to change the age to match the transaction code being used whenever the
transaction code changes, not just on the first entry.
WI 3150 |
21.09.01 |
|
Open Item Interest Report |
Repaired an issue that occurred with customer IDs that were not purely numeric.
WI None |
21.09.01 |
Billing Type Maintenance
Meter Import
Enhanced Meter Import |
Added a new option to the Billing Type for meters/connections called System
Estimates Enabled, which defaults to Yes/Enabled. If disabled, then
connections with this Billing Type won't automatically be estimated during the
Meter Import if it is set to estimate.
WI 3096 |
21.09.01 |
|
Invoices View |
Repaired an issue that would occur when loading a customer that does not have a
location but there are open invoices with an empty location.
WI 3164
Repaired so that interest icon on the Payment Priority editor now works.
It will default to the same date used on the Invoices view.
WI 3147 |
21.09.01 |
|
Billing Explorer View |
Repaired the Full Balance column in the By Account tab to no longer double the
balance for each service. It will also calculate interest using the
Billing Date of the transaction if it has one or using the current date if not.
WI 3027 |
21.09.01 |
Bill Entry
Enhanced Meter Import |
Repaired issues so that when using the deduct meter billing type, estimating the
reading will now properly set the present reading date. In addition, usage
will now properly show negative if the new reading is higher during initial
import, when modifying the reading or doing a system estimate.
WI 3273 |
21.09.01 |
Bill Entry
Miscellaneous AR Entry |
Changed to prompt the user if a charge is changed and the system detects that it
should be a credit but the charge is positive, or it should be a debit but the
charge is negative. The user will be prompted to confirm.
WI 3219 |
21.09.01 |
|
Enhanced Inquiry |
Repaired to omit empty transaction codes when displaying Transaction Profile
information.
WI 3251 |
21.09.01 |
|
Work Order Entry |
Repaired an issue where the first result code would appear to be selected on new
work orders.
WI 3196 |
21.09.01 |
|
Bill Entry |
Repaired issues so that step charges calculate correctly when manually changing
the charges. Also repaired issues when using a tax profile.
WI 3067 |
21.08.01 |
Bill Entry
Billing Adjustment Entry
Miscellaneous Receivables Entry |
If an open item invoice is adjusted and a statement is printed, the Post will
update the billing and due dates on the invoice. This affects daily
interest calculations on the invoices.
WI 2977 |
21.08.01 |
Bill Entry
Miscellaneous AR Entry |
Changed to no longer prompt to add tax transactions if the customer or location
is not taxable.
WI 2935 |
21.08.01 |
|
Percentage Recalculation Utility |
Repaired an issue that could occur when filtering by book.
Repaired to
now properly set the recalculation transaction code.
WI 3051 |
21.08.01 |
|
Cash Receipts Journal |
Removed the direct GL entry section of the journal if there are no current
direct GL entry transactions.
WI 2475 |
21.08.01 |
|
Lien Notices |
Repaired an issue where the mortgage holder information was not filling in from
additional address codes.
WI 2633 |
21.08.01 |
|
Invoice Cloud |
Added a new Invoice Cloud account format called Customer ID Last 10
that strips off the first 2 characters of the account ID to use as the IC
account number.
WI 2955 |
21.08.01 |
|
Connections View |
Repaired an issue with the mouse wheel not zooming on Coordinate selector map.
WI 3060
Repaired an issue that was causing connections to not load properly when the
view was behind another view.
WI 3060 |
21.08.01 |
|
BUSA View |
Changed the All Buckets Balance field to have a format of 12.2 so that filtering
and the display work properly.
WI NONE |
21.08.01 |
|
Invoices View |
Repaired an issue that was causing the system to crash when loading a lot of
invoices.
WI 3107 |
21.08.01 |
|
Location View |
When saving changes in this view, the user will be asked to confirm changes to
the book, cycle, sequence and route fields if any of these fields are changed.
WI 3039 |
21.08.01 |
Transactions View
Timeline View |
Repaired an issue that was causing a blank reference or part of the reference to
be missing for the history summary in the Transactions view and Timeline view.
WI 2659 |
21.08.01 |
|
Service Management View |
Repaired an issue that was causing random addresses for locations to incorrectly
show.
WI 3109 |
21.08.01 |
Service Management View
Work Orders View
Past Due View
Shut Offs View
Scheduler
Testing Management View |
Made the display of technicians in these views more consistent - displaying the
technician ID and their name. |
21.08.01 |
|
Payment Plan Wizard |
Changed to only allow payment plans to be created for services with a positive
balance. Also repaired issues that could cause exception errors.
WI 3040 |
21.08.01 |
|
Wizards View |
Repaired an issue that could cause Key Already Exists exception errors in the
Wizards view.
WI 3036 |
21.08.01 |
|
Field Search |
Simplified the confirmation messages when searching for all customers or locations.
WI 3028 |
21.08.01 |
|
Mobile Work Orders |
Repaired an issue that caused work orders created in the field to not properly
set the Site ID.
WI 3019
Changed the Created By and Dispatched By fields to be assigned the technician
name instead of being assigned the text Mobile.
WI 3120 |
21.08.01 |
|
Print View |
Repaired an issue that caused an exception error when the printer is
unavailable.
WI 3037 |
21.08.01 |
|
EDIFICE |
Repaired an issue that was causing an exception error when opening EDIFICE and
the application license was close to the expiration date.
WI 3041 |
21.08.01 |
|
|
WHAT'S NEW! |
|
Bill Entry
Miscellaneous Receivables Entry |
NEW!
Added the
ability to process Tax Charge type transactions if the Tax Charge Transaction
code is set in the Service or Company settings. For transactions with a
tax charge, their charges and taxes will be totaled and a new transaction will
be added using the amount x the charge multiplier (tax rate) on the tax charge
transaction code.
WI 2488 |
21.02.01 |
Transaction Code Maintenance
Service Maintenance
Company Maintenance |
NEW!
To process tax charge
type transactions the following was added.
Added a Tax Charge
option as a choice for the Tax Code field in Transaction Code Maintenance.
Added a new field called Tax
Charge Transaction Codes to the Service Maintenance and Company Maintenance.
If a value is set then tax charge transactions are created when applicable.
WI 2488 |
21.02.01 |
Work Order Entry
Enhanced Scheduler Appointment Entry
Work Order Site File
Maintenance |
NEW!
Added the ability to create work orders for entities other
than locations (hydrants, light poles, dig safe, etc.). A button next to the
Account Chooser allows the user to select either Location mode or Site mode.
Added a new maintenance screen to the
Service Management menu for maintaining entities.
WI 2269 |
21.02.01 |
Billing Post Parameters Maintenance
Print Statements
|
NEW!
Added to the screen
for each type of billing a new field called Display Statement Transaction
Statistics. This setting turns on/off the
display of the statement statistics before printing statements. This
setting is turned off by default.
WI 2398 |
21.02.01 |
Cash Receipts Entry
Quick Cash
Invoices View
Balances View (Enhanced &
Classic)
|
NEW!
Changed the open item interest calculations to take
into account multiple interest rates per date range by using data from Open Item
file maintenance. This allows different rates for different date ranges to
be calculated on an invoice regardless of its starting billing date.
WI 2492 |
21.02.01 |
|
Enhanced Meter Import |
NEW!
Added the ability to have a Flat Charge type of import.
This type of import does not use a file, but instead let's the user choose which
books to import.
WI 2442 |
21.02.01 |
|
Billing Explorer |
NEW!
Added a Billed Usage column to the grids in
the Explorer. Billed Usage includes other usages that may have been billed
beyond the meter's new usage, such as previously unbilled usage.
WI 2316 |
21.02.01 |
|
Import Cash Receipts |
NEW!
Updated to now take existing cash transactions into account.
If the account being imported has existing cash transactions, the new imported
payment will be auto distributed on top of the existing transactions.
WI 2145 |
21.02.01 |
|
Billing Explorer |
The following changes:
- Added a Discount Date column to the view.
WI 2540
- Repaired an exception that could occur when closing the Explorer.
WI 2536
|
21.02.01 |
Add Service Connection Wizard
|
NEW!
Added a new connection billing type called Deduct Meter.
This acts as a forward reading meter but the usage will be negative and if the
charge transaction is set as a credit the charge will be as well. Rollover
readings should calculate the opposite if Usage Credit is chosen instead of a
rollover or in the Meter Import if smart rollover is enabled and it comes out as a
usage credit instead of a rollover. If it is a true rollover it should
calculate normally.
WI 2519 |
21.02.01 |
Connections View
Line Mapping |
NEW!
Added an Edit Line Item button to the toolbar,
which will launch the Edit Service Connection Line Mapping Wizard for editing
line mapping information.
Added the line item for a connection, if
available.
WI 2399 |
21.02.01 |
|
Service Management View |
NEW!
- Added a Connection ID column for work orders that have devices.
This also allows adding connection user definable fields as extended columns in
the grid.
- Added a Property ID column as well for
location information.
WI 2543
- Added the count, maximum and minimum functions to the Work Order column.
WI 2530
|
21.02.01 |
|
BUSA Build Report View |
NEW!
- Added default join types/table look up values for the
impmeter_import table.
WI 1539
- Repaired an issue that was causing the multi list filter to clear when
loading the query.
WI 1539
|
21.02.01 |
|
Repairs |
|
|
|
Cash Receipts Entry |
Changed how cash transaction profiles are loaded. It will now look at the company cash
sequence code setting to determine the order the cash profile transactions are
merged. WI 2507 |
21.02.01 |
|
Billing Post |
Repaired an issue that was causing the post to fail when there wasn't a location
associated with a transaction being posted.
WI 2485 |
21.02.01 |
Bill Entry
Meter Import |
Repaired an issue with negative unbilled usage. If the new incoming usage
is positive but there is negative unbilled usage that nets to less than zero,
the actual usage will now correctly be positive.
WI 2316 |
21.02.01 |
|
Quick Cash |
Repaired issues with open item interest so that interest is calculated from the
current cash date instead of today's date.
WI 2457 |
21.02.01 |
|
Add Connection Wizard |
Changed to now show a warning/confirmation prompt, as well as, display text when
adding a device that already exists on a different location.
WI 2445 |
21.02.01 |
|
Change Out Wizard |
Repaired an issue that would occur when the new device already exists on another location.
It will now properly de-activate the new device at its old location.
WI 2471 |
21.02.01 |
|
Services View |
Repaired an issue that was causing an exception error when loading an account.
WI 2497 |
21.02.01 |
|
Map View |
Repaired to always show the current location marker even when turning on layer
visibility. Previously if layer visibility was turned off the current
location marker would not display.
WI 2496 |
21.02.01 |
|
Shut Offs View |
Repaired an issue that would occur when closing the screen while a search was in
progress.
WI 2269 |
21.02.01 |
Shut Offs View
Past Due View |
Corrected the format of the Current Balance column.
WI 2293 |
21.02.01 |
Line Mapping
Line Item Maintenance
|
Repaired an issue with the search.
WI 2399 |
21.02.01 |
|
Enhanced Meter Import |
- Repaired to now properly save the readings grid settings so that they will be
used the next time the grid is opened.
WI 2446
- Repaired an issue that would occur when using the search fields for locations,
customers or devices. Now the readings list and the chart correctly
displays the information for the selected search item. Previously, the readings and chart
were not reflecting the selected item.
WI 2528
|
21.02.01 |
|
Bluestar Usage Report |
Repaired issues with filtering on service codes and made improvements to the
report performance.
WI 2398 |
21.02.01 |
|
Enhanced Scheduler |
Repaired an issue that would occur when scheduling appointments for dates in the
future. Previously, it was using the current system date and now it correctly uses
the assigned future date.
WI 2416 |
21.02.01 |
|
EDIFICE Security |
Repaired some issues with the Force Sign On function not working properly.
WI 2533 |
21.02.01 |
to Work Order Entry to allow details for the
selected device to be viewed and edited.
to make it clear as to its function.
.
that will show the historical
reports for just that report.
, which allows menu colors per
company, per user to be maintained.