NDS Utilities Release Notes

December 21, 2024 Release

Tip:  Green text is hidden from users - for internal use only.

The Release Notes in this document encompass changes and enhancements included in the software version 24.12.21 for the EDIFICE™ Utility Billing and Service Management applications as of December 21, 2024.

 

Notes: 

  • Release Note items are listed in order from newest to oldest.  Look for your software version number and the items listed above that point are items that are new and not part of your current version.
    Note:  You can find your software version listed on the software splash window where you login:  Example - 18.12.21

  • For more information on items listed in the Release Notes, contact NDS Support at 1-800-649-7754 or support@ndsys.com.

  • NDS strongly encourages and recommends the use of Microsoft Terminal Services in order to achieve maximum efficiency, security and performance of client workstations utilizing NDS software. 

  • As with any EDIFICE™ release there may be new features contained within the release that require an additional investment in order to obtain or implement that feature. There may also be certain hardware or other third party software product requirements that may need to be purchased in order to implement the specific feature in question. Contact your Northern Data Systems Account Representative for additional information.

 

What's New in Utility Billing and Service Management

 

Version 24.12.21 Utility Billing and Service Management

Program / Function Description Software Version
New!    
BUSA Reporting Added a new field - Interest Due to the Invoice Total table.  This will calculate the daily interest for each invoice for open item customers.  interest due WI 5185 24.12.21
Asset Management View Improved the sorting of Assets by Asset ID in the view.  WI 5056 24.12.21
Account Alerts Improved the account alerts display to emphasize important information. WI 5211 24.12.21
Cash Journal

Cash Journal Improvements:

  • If using the EDIFICE Credit Card feature and making payments with multiple types of payments (cash, check and credit card) the journal will provide a breakdown of each type.  If using the Subtotal by Account option for the journal it will show this for each account and at the end of the journal there is a CC Totals sections that shows how much was distributed through the Credit Card processing screen.  The Grand Receipts Total will show them together.  WI 5258
  • If using Credit Card distributions and direct GL CASH entries the breakdown is included in the Totals W/GL Cash total line.  WI 5152, 5193
 24.12.21
Repairs    
Testing Management View Repaired an issue caused by having more than 1 job and technician for the same device/work order.  WI 0 24.12.21
Connections View
Customer View
Images View
Location View
Services View
 Repaired issues that would under certain circumstances prevent changes from being saved.  WI 5168 24.12.21
Cash Explorer Direct CASH GL entries are now linked together and will display individually within the group that they were entered and can be deleted individually.  WI 5193 24.12.21
Cash Receipts Entry
Quick Cash Entry		 Repaired an issue with double receipt printing from the Credit Card processing screen.  WI 5193 24.12.21
Liens Changed to set invoice due dates to the original date if not set previously for Posted Lien/Roll Cost invoices.  Lien cost invoices are linked to the original invoice.  WI 5193 24.12.21

 

 

Versions 24.12.01 - 21.12.21 Utility Billing and Service Management

Program / Function Description Software Version
New What's New!
Work Order Entry
  • Added generic file attachment function for the Attachments tab, which works like the account Documents Attachments. 
  • Changed the Automation tab text to be Mobile Events.  WI 4492
 23.05.01
PDF Printing Improved PDF print jobs to stream the individual documents to the printer instead of building a file of all documents to be printed.  WI 4455
TS Note:  If the job does not have USE_POST_SCRIPT true and the NDSLink Site.config settings are appropriately set, this will use GhostScript to combine all of the printed PDFs into a much smaller single PDF.  		23.05.01
Executive Reporting Added last run by, last run on and times run columns to the view for BUSA reports.  WI 4546 23.05.01
Repairs    
BUSA Reporting Changed scheduled BUSA reports from Executing Reporting to now include the report description and title in the first row like when manually exporting the information in the grid to Excel.  WI 4540 23.05.01
Miscellaneous AR Entry Repaired issues with miscellaneous AR where using inventory and the price/cost per item fails to populate.  WI None 23.05.01
Unbilled Account Report Increased the length of the Reference ID column on the By Connection version of report to allow the full reference to display especially if there is a Trailer ID involved.  WI 4522 23.05.01
Location Search Changed so that a location without a street index associated with it can be searched.  WI 4550 23.05.01
Billing Edit Journal TS Note:  Repaired truncation of text on screen.  WI 4350 23.05.01

 

Version 23.04.01 Utility Billing and Service Management

Program / Function Description Software Version
New What's New!
Work Order Entry Added a new feature to the Inventory tab that allows inventory transactions to be created without billing them, very similar to the Create Receivables function in the Billing tab.  WI 4471 23.04.01
Edit Message Codes Added a more meaningful message to alert you when you try to create a new message with a code that already exists.  WI 4356 23.04.01
Repairs    
Bill Entry Changed the usage estimation logic to take reading multipliers into account.  WI 4517 23.04.01
Enhanced Meter Import Changed to show informational reads, which are reads not specifically associated with a service.  WI 3491 23.04.01
Enhanced Meter Import
Meter Import		 Repaired an issue with pro-rating bills that would cause the import to fail in certain situations.  WI 4525 23.04.01
Exit EDFICE Repaired an issue that was preventing EDIFICE from closing when clicking X to exit.  WI 4148 23.04.01
Program / Function Description Software Version
New What's New!
PDF Printing Added new PDF printing functionality to improve performance and usability for PDF jobs.  TS Note:  New PDF is on by default, but can be disabled per job by adding "USE_POST_SCRIPT true" to job model.  WI 4455 23.03.01
Field Search Added a drop-down list for Books.  Defaults to all books.  WI 4033 23.03.01
Testing Management Backflow comments are now available to be included in the grid.  Use the Settings to add them to the grid.  WI 1166 23.03.01
Repairs    
Import Cash Receipts Repaired to properly check to see if the import file has been imported before.  WI None 23.03.01
BUSA Reporting Changed the double-click mechanics in the Table/field list to improve responsiveness and to prevent multiple clicks from being processed.  WI 4394 23.03.01
Inquiry Views Repaired an issue causing an error when re-opening a previously auto-hidden window that was docked to one of the sides.  WI 4490 23.03.01
Program / Function Description Software Version
New What's New!
Unapplied Distribution Changed for open item customers/services to auto-distribute using the customer ID, the equivalent of auto distributing to "all locations" in Quick Cash and Cash Receipts Entry.  WI 3932 23.02.01
Bill Entry
Meter Import
Enhanced Meter Import
Applications Options
  • Changed usage estimating to now look at the history of the connection, if possible.  If a customer is changed on a location, but the meter is the same or if a meter is changed out on the connection it should now find and use the history in the calculation, depending on the estimation model setting.
  • The Enhanced Meter Import will now only show history for the primary service when there are combined services such as water/sewer.
  • Added a new Bill Entry Est Calc Type of Prior Year 3 Bills to the Application Options that corresponds with the already existing variance model Year Plus Three Frequency".  WI 4185
 23.02.01
Billing Exception Report Changed the variance model settings and variance calculation for this report to now use the usage estimation models to calculate an estimate to compare to the current usage and to determine a variance.  WI 4185 23.02.01
Additional Addresses Maintenance Added the ability for location-aware customers, to associate the additional address with a specific location.  WI 4185 23.02.01
Service Management View Added a link to devices listed in grid that will open Device maintenance for viewing and editing. 
Added a pencil icon edit to Work Order Entry to allow details for the selected device to be viewed and edited.  WI 4460		 23.02.01
Tasks View Replaced the search icon with a Refresh icon refresh to make it clear as to its function.  WI 4339 23.02.01
Change-out Connection Wizard Added prompts to allow you to choose the user-definable information to maintain when the original connection and the new connection both have user-definable information.  WI 3323 23.02.01
Repairs
Change-out Connection Wizard Repaired an issue causing an exception error.  WI 4240 23.02.01
AR Balances View Changed to check that each service total is zero before hiding the balances when Show Empty Categories is not checked.  WI 4225 23.02.01
Read History View
Enhanced Meter Import		 Repaired an issue causing an exception when there is an invalid connection ID.  WI 4469 23.02.01
Testing Management View Repaired an issue causing an error when clicking a work order link, closing Testing Management view and then closing Work Order Entry.  WI 4468 23.02.01
Billing Statements Repaired issues that could occur when customer IDs are alpha-numeric and you are sorting by zip code, last name or user-definable field.  WI None 23.02.01
Program / Function Description Software Version
Repairs
Cash Explorer Repaired an issue that was causing an exception error.  WI 4399 22.12.21
Bill Entry
Meter Import
Billing Post		 Repaired some issues with readings for compound readings, compound credit readings, generate and deduct meter readings so that usage will properly calculate.  WI 4389, 4366 22.12.21
New! What's New!
Book Sequence View Made improvements to navigation - added previous/next buttons and hid the unused Search button.  WI 4199 22.12.01
Billing Post Changed to now create billing history for additional types of billing posts - adjustments, past due, shut off, liens and roll posts.  Note that the unbilled account and unbilled revenue reports will exclude these.  WI 4322 22.12.01
Billing View Added a column to the grid for the billing type.  WI 4322 22.12.01
Repairs
Meter Import Post Repaired some issues that would incorrectly identify duplicate transactions and also repaired situations where duplicate transaction totals were created.  WI 4372 22.12.01
Billing Explorer
Cash Explorer		 Changed to no longer remove grid filters when refreshing/loading an account, which automatically selects the account in the grid.  WI 3783 22.12.01
Job Processes Improved error message processing by changing it to a queue similar to the job messaging.  WI 3007 22.12.01
Grid Views Changed the right-click menu option Save as Word option to have a save as type of .docx instead of .doc.  WI 4047 22.12.01
EDIFICE Email Repaired issues with line spacing not showing text or not showing images in certain email clients.  WI 4365 22.12.01
Statement Print Repaired certain issues with sorting by zip code when printing billing statements, usually courtesy statements.  WI 4233 22.12.01
New! What's New!  
BUSA Reporting View

The following improvements:

  • Improved how the BUSA field list works.  WI 4241
  • Improved certain automatic joins.  WI 4241
  • Added 2 settings to the gear icon: 
    Show all fields of a table if it is visible and Show table if a field is starred.  WI 4241
  • Improved the customer letter feature to function properly if you use a substring on the customer or location ID (to get rid of leading zeros for example).  WI None
  • Added a progress bar to the Email Send screen.  WI 4328
  • Changed to location of alert screens to make it easier to see the buttons on the screen.  WI 4328
 22.11.01
Asset Entry
Asset Management View		 Added Print capability to both Asset Entry and the Asset Management view.  Multiple lines can be selected to print.  Changed the Asset Management view to now use the check box column to select lines in the grid.    WI 4255 22.11.01
EDIFICE Icons Modernized icons on EDFIFICE Floating panels.  WI 4313
icons1     icon2

icon3     icon4		 22.11.01
EDIFICE Icons Modernized the icons on EDFIFICE Reporting toolbars.  WI 4351
icons
 22.11.01
Repairs    
Testing Management View Disabled the Notices and Start Tests functions until devices are selected.  WI 4260 22.11.01
Tasks View Changed the Assigned To list to display in alphabetical order.  WI 4341 22.11.01
Aged Trial Balance Repaired an issue that would occur when filtering on customers or locations that have non-numeric characters in them.  WI 4345 22.11.01
Billing Detail Analysis Report Repaired an issue when filtering transaction codes with leading zeros to now filter correctly.  WI 4327 22.11.01
BUSA Reporting View

Made the following changes:

  • Repaired an issue causing an exception when right-clicking inside the grid and then moving the mouse outside of the grid before releasing the mouse.  WI 4358
  • Repaired an issue with custom views not properly translating lookup values.  WI 4237
  • When using the update user defined field, place focus on the input field when opening.  WI 2723
  • Repaired performance issues for certain TIME type fields.  WI 2723
  • Repaired issues related to double-clicking a field or table that would sometimes do it twice.  WI 2723
 22.11.01
New! What's New!  
BUSA Reporting View

Query Changes:

  • Added an update option for user definable fields
  • Added mail merge capability.  Documents can be seen in the Documents view.
  • Added email merge and blast capability.
  • Added the ability to search for all queries that contain a specified field or a specified view.  WI 3748
 22.10.01
EDIFICE Toolbar Modernized the toolbar with new icons.

Toolbar

Toolbar functions:  Save, Search, Erase, Inquiry, Call Center, iKnowSys Reports, Bill Entry, Cash Receipts Entry, Next Day Cash Receipts Entry, History Inquiry, Online Help, Report History, Action Console, Schedule Appointments, Scheduling View and Work Order Entry.  WI 1781		 22.10.01
Book Sequence View

Changes to view:

  • Load only location books in the drop-down. 
  • Added a checkbox to also include connection read books.
  • Added book and connection read book columns to grid, but default to hide columns.
    .  WI 4218
 22.10.01
Enhanced Meter Import

Replaced the existing remove book button and book selector with a single Add/Remove Books button allowing you to add or remove multiple books at a time.  WI 4218

 22.10.01
Repairs    
BUSA Reporting View
  • Improved the email send capability.  WI 4328
  • Repaired the customer letter feature to only create credit messages in the Documents view when using the Print option.  WI 4327
 22.10.01
Enhanced Inquiry Email Template Repaired an error that would occur when attempting to cut, copy, paste or select all when an email template hasn't been loaded.  WI 4206 22.10.01
Billing Detail Analysis Report Repaired an issue with filtering transaction codes to now report the appropriate codes.  WI 4327 22.10.01
Enhanced Meter Import
Classic Meter Import		 Changed how the red exception warning messages are reported.  They will no longer display except when something truly failed.  The red warnings will now be stored in a report as well as report history.  The report settings will store the basic data for each item imported.  WI 4314 22.10.01
Executive Reporting View
Customer Rank Report

Repaired an issue with duplicate meter sizes listed in the drop-down list.  Added a No Size option to the list.  WI 4254

 22.10.01
New! What's New!  
BUSA Reporting View
  • Changed the View menu selection from Build BUSA Report to BUSA Reporting View.  WI 4162
  • Added customer documents to the BUSA Reporting view, which can be seen and queried.  WI 2723
 22.09.01
Images View Changed to display an error icon when images can't be displayed.  If an image can't be displayed, then you can not save it or print it.  WI 4071 22.09.01
Work Order Entry

The current service setting is saved when the work order is saved and will be the default for new work orders.  WI 3806

 22.09.01
Repairs    
Summary Transaction Code Payments iKnowSys Report Repaired an issue so that the date and company filters  work properly.  WI None 22.09.01
User Definable Field Maintenance Repaired an issue that could sometimes put the field in the wrong index in the database.  WI None 22.09.01
Enhanced Meter Import
Classic Meter Import
  • Improved error handling and messages during the Convert step when an account is skipped.  WI None
  • Improved messaging when a second account is being used, but not found and there is no location, to now include the second account with the message "Missing Profile Master.  Check import location".  WI None
 22.09.01
New! What's New!  
Build BUSA Report View

The checkbox column can now be hidden in the column chooser. 

Exports to Excel will no longer include the checkbox column.  WI 4127

 22.08.01
Enhanced Inquiry

Added the ability for the customer email feature to now work for customers that are not associated with a location.  WI 4141

 22.08.01
Repairs    
Cash Receipts Entry Repaired a display issue that would occur when switching between All locations and a different location.  WI 4147 22.08.01
Build BUSA Report View
  • Repaired an issue with the BUSA update user-definable field feature when the ID field is from a custom view or named differently. 
  • Repaired an issue with updating the user definable fields for assets and also repaired an issue with joining assets.
  • Changed the Category drop-down in the BUSA editor to now sort alphabetically.  WI 3748
 22.08.01
Street Index Maintenance Repaired issues that caused exceptions when modifying street index addresses from the Locations view.  WI 3736 22.08.01
Enhanced Meter Import Changed the Create Transactions step when the Bill Whole Book option is selected to look for and include connections that are active, billable and have matching read book and the location is not already in the import.  It only works for a single connection per location.  WI 4144 22.08.01
Bill Entry The open item adjustment checkbox list can now display all open invoices for the customer.  Invoices for the current location will display.  If there are invoices for other locations a Show Other Locations checkbox will display, allowing you to see all invoices for all locations.  WI 4129 22.08.01
User Defined Extended Labels Tables Repaired an issue that would occur when renaming an existing field, where the field and associated data was being incorrectly removed.  WI 2586 22.08.01
Billing Statement Status Report Updated the report to correctly count and total all statements including all courtesy statements.
 T		 22.08.01
New! What's New!  
Build BUSA Report View
  • Added the ability to update user-defined fields.  If a user-defined field is in the grid, the user can check the rows they want to change and then right-click the column header of the field and select Update Field.
  • Added the ability to send an email to multiple recipients.  The email can contain data that is displayed in the grid.  Users will be alerted if any of the addresses have received an email in the last week.  WI 3748
 22.06.21
Build BUSA Report View
  • Improved the BUSA table field list search performance and behavior.
    When the star mode is on, searching will only show starred items.
  • Changed how joining works.  When joining to a new table that has a primary key and the key is joined, all other joins will be excluded by default.  WI 2723
 22.06.21
Repairs    
Cash Receipts Entry
Bill Entry

Repaired an issue so that an account that's loaded in Cash Receipts Entry or Bill Entry will load in history when history is launched.  WI 3676

 22.06.21
Shut Off Post
Past Due Post		 Repaired an issue that was preventing the appropriate transactions from being found.  WI None 22.06.21
Print Statements Repaired an issue that was bringing in other services when filtering by services.  WI None 22.06.21
Print View Report Viewer Now the Report Viewer window state, size and position for reports is saved and the settings are restored when a report is displayed.  WI 3523 22.06.21
Executive Console Report History The Entered Date column will now group by the month and year only.  However, the time that is included in the Entered Date can still be used to sort the list of reports.  WI 3215 22.06.21
Enhanced Inquiry - Send Email Changed the handling of the Send Mail function to better handle exception errors.  WI 4055 22.06.21
Service Management View Changed the Change out automation event, when being processed manually, to now check if the new device is already connected to another location and to confirm with the user to continue with the change out.  WI 3915 22.06.21
Images View Repaired an issue caused by corrupted images.  WI 3757 22.06.21
New! What's New!  
Work Order Entry Added schedule notes to the screen.  WI 3142 22.06.01
Service Management View

Added a column for schedule notes to the view.  WI 3142

 22.06.01
Repairs   22.06.01
Book Sequence View
Cash Explorer View

Repaired an issue that caused an error when exporting the information in the view to MS Word.  WI 4038

 22.06.01
Book Sequence View Changed so that when exporting a book to MS Excel the file name defaults to the book number.  WI 3982 22.06.01
Payments View Cosmetic changes to the payment reversal prompts.  WI 3971 22.06.01
Past Due View
Shut Off View		 Repaired an issue that was causing the last payment date to be blank.  WI None 22.06.01
Street Index Maintenance Repaired an issue that was causing an error when a location isn't loaded.  WI None 22.06.01
Shut Off Post
Past Due Post
Billing Post		 Repaired an issue that prevented the proper transactions from being found.  WI None 22.06.01
Billing Post
Balance Transfer Wizard
Lien Workfile Maintenance		 Changed to now check the customer's first location when filtering by book and the location is empty.  Changed Lien Workfile Maintenance to now include the location ID if the customer has one.  WI 3770, 3936 22.06.01
Bill Entry Repaired to correctly delete all detail transactions and committing them should now also delete the total record if the location was empty and the site is not location aware.  WI 3770, 3936 22.06.01
  What's New!  
Book Sequence View Coordinate and Property fields have been added to the view.  WI 3914 22.05.01
Build BUSA Report View

Added 2 ways to locate reports or queries that use a particular table or field.

  • Right-click a table/view or field in the main table/field list to see menu options to find reports that use the table or field. 
  • In the Results fields area, right-click to see menu options to use for finding all reports that contain the field right-click.  WI 3748
 22.05.01
Service Management View Added a header checkbox to the Status Selector drop-down box.  Changes to the Status selections will be saved and reloaded when Service Management is re-displayed.  WI 3356 22.05.01
Connections View Changed to display a status of not active if the connection status is not found.  WI 3883 22.05.01
Asset Management View Repaired an issue with the Search text box shrinking.  WI 3864 22.05.01
Past Due View
Shut Offs View		 Repaired an issue with the last payment date for location aware accounts.  WI 3879 22.05.01
Refunds View Changed so that refunds can now be processed for invoices for past locations that are no longer attached to the customer, rather than creating an overpayment invoice.  This only pertains to open invoice type accounts.  WI 3804 22.05.01
Account Balances View Changed so that reversals will not count for the Last Payment field.  WI 3488 22.05.01
Prepare Lien Workfile Repaired an issue that was caused by open item accounts.  WI None 22.05.01
Billing Post Changed to now post transactions in the order they are entered, as in the case of adding a reversal transaction and then adding a new transaction (although it is best to post these separately).  WI 3945 22.05.01
Billing Detail Analysis Repaired an issue that could occur when filtering by transaction code and using non-numeric transaction codes.  WI None 22.05.01
Payments View Repaired an issue that would cause an exception error.  WI 3963 22.05.01
  What's New!  
Executive Console
Report History		 The Executive Console has been replaced with a new, more robust version called Report History.  The Report History displays in a grid view, all the reports run within the last 120 days.  Double-click a report to view it.  Right-click functions are available. 
In addition, each report that has a reporting toolbar will now include a Report History tool report history tool that will show the historical reports for just that report.
Reports will be set to be included in the Report History.  If you do not want a specific report to be included, change the Create Report of Maintenance parameter to N.  WI 3215		 22.04.01
Update Location GEO Coordinates Added this function to the EDIFICE Setup Utilities menu, which allows location GEO coordinates to be added if not already set.  A geocoding provider must be setup to use this utility. 
Note:  Please contact NDS Support for assistance with setting up this feature.  WI 3215		 22.04.01
Build BUSA Report View Added the last person to run the report, the last run date and also a counter of how may times the report has been run.  WI 3215 22.04.01
Quick Cash
Cash Receipts Entry
Application Options		 Added a new date check option that allows the cash date to be verified for accuracy.  This feature is only activated if a date range is entered in Application Options.   WI 3724 22.04.01
Service Management View
Time Sheet Report		 Added the Location ID and address to be included in the Office Notes of the Time Sheet report.  WI 3855 22.04.01
Asset Maintenance
Asset Management View
Work Order Job Entry		 Added Category and Model fields to Asset Maintenance.  Changed the order of fields in the screen.
Added the new fields as columns to Asset Management view and Work Order Job Entry.  WI 3768
 22.04.01
Repairs    
Printer Availability Changed the exception error when the printer is not available to be a message that says the printer is not available.  WI 3825 22.04.01
Print Statements Changed to now calculate daily interest up until the entered billing date in cases where the freeze interest until next billing date was used.  WI 3855 22.04.01
Enhanced Reporting Repaired an issue that was preventing PDFs from being printed.  WI 3842 22.04.01
  What's New!  
vClerk
Customer Web Utility		 Changed to now include separate logins for each location for a customer (using location ID, dash, zero trimmed customer ID).  This only pertains to location aware customers.  WI 2424 22.03.01
Repairs    
Manufacturer Maintenance Cosmetic improvements to the maintenance.  WI 3720 22.03.01
Add Service Connection Wizard
Remove Service Connection Wizard
Changeout Service Connection Wizard		 Improved confirmation messages for clarification.  WI 3232 22.03.01
Customer View Changed so that when a bank is created by clicking edit in the ACH information area of the Customer view, the bank is automatically included in the bank drop-down list.  WI 2940 22.03.01
Invoices View Changed the open item interest calculation slightly.  If the invoice has a total balance of <=0 then no interest will be calculated.  When calculating interest due between payments, if the payment date is within the due date/grace period and results in a <=0 balance then interest is not calculated on that portion.  WI 3794 22.03.01
Read History View Made cosmetic improvements to the drop-down fields.   WI 1775 22.03.01
Billing View
Changeout History View
Invoices View
Payments View
Read History View
Transactions View		 Changed the display of numeric fields and dates to be consistent in all views.  WI 1775 22.03.01
Bill Entry Repaired an issue that was incorrectly resulting in negative usage when editing existing transactions that have zero usage or a reading that was unchanged.  WI 3778 22.03.01
Balance Transfer Wizard Repaired an issue where the post would in certain circumstances not find any transactions to transfer.  WI 3778 22.03.01
New! What's New!  
User Defined Extended Labels Tables Redesigned this maintenance to improve the workflow.  Both alpha-numeric and numeric user defined fields are created from 1 screen.  New fields are added using a wizard.  WI 2586 22.02.01
Work Order Time Entry Added the ability for time entries from Mobile work orders to have different dates specified.  WI 3718 22.02.01
Labor Project Maintenance
Work Order Entry		 Added an Active setting to Projects and work order projects.  If the project is set to not active, work orders can't be use the project.  WI 3555
project active		 22.02.01
Mobile Work Orders Added the ability to configure specific work order, customer or location user definable fields to display in the work order comments.  WI 3744 22.02.01
Repairs    
Copy Customer Wizard

Repaired issues that were causing errors for location aware customers.  WI 3718

 22.02.01
Billing Post
Cash Receipts Post		 Repaired an issue that was causing an exception error.  WI 2671 22.02.01
Enhanced Meter Import Repaired an issue so that when doing a flat import for an active service group, only locations that have connections set up for those locations are imported.  WI 3690 22.02.01
Security Repaired issues that were causing exception errors with EDIFICE security.  WI 3747 22.02.01
Quick Cash Repaired an issue that was causing customers that have no current locations, but open invoices associated with previous locations to not display in the location drop-down and the cash not being distributed.  WI 3755 22.02.01
Cash Receipts Import Repaired an issue that was incorrectly reporting that the totals do not match the detail when an account has transactions in the regular cash file.  WI 3756 22.02.01
Liens Post
Lien Parameter Maintenance
Rolls Post
Roll Parameter Maintenance		 Added an option to move the customer finance period to both the Rolls and Lien process.  See Lien and Roll Parameter Maintenance.
When posting roll/lien billing transactions the customer's finance period will be changed to the finance period set for each service. If the option is left blank, the finance period is unchanged.
  WI 2611		 21.12.21
Payment Plan Wizard
  • Added a Add Scheduled Payment button to the Payment Plan wizard to allow adding dates, which are not automatically created by the selected frequency. 
  • Added a Day of Week column to payment plan reporting.  WI 2418
 21.12.21
Billing View Changed the billing history balance field to be location aware and will include any open item daily interest calculated up to the bill date.  Added a new field to the Billing view called Interest_Due that tracks the daily interest calculated up to the bill date.    WI 3645 21.12.01
Service Management View
Work Order Entry

Added the following:

  • Added a new Time Entry tab to Service Management view that shows all time entries in the system. 
  • Added a Time Sheet report that reports the time entered for each tech subtotaled by labor code with each work order, problem code and result notes. 
  • Processing mobile labor automation events will now use the mobile - labor code mapping and create work order time entries.   WI 3555
 21.12.21
Billing Explorer View Repaired to improve speed when loading information.  WI 2321 21.12.21
Payments View Changed to prevent reversing a single interest payment on a closed/paid invoice.  It will allow either reversing the entire payment group or on an open invoice. 
If a payment is being reversed, the regular cash file is checked for unposted reversal payments and past reversal payments in history greater than or equal to the original payment date and warn the user that a matching reversal payment already exists.  WI 3304		 21.12.21
Timeline View Moving between months will no longer cause a pause before items are displayed.  WI 3645 21.12.21
Build BUSA Report View Improved performance in the table field list when jumping to a field/table and when adding a field.
Renamed fields in the Work Order Equipment table to Device ID and Device Type and enabled joining them to other tables. 
Enabled joins in the Backflow/Meter/Component Testing Management tables.  WI None		 21.12.21
Images View Repaired issues that were causing exception errors.
Repaired issues with the work orders filter.  WI 3022		 21.12.21
Add/Change/Remove Location Tenant Wizard When changing out a location owner with existing transactions, a message showing the types of existing transactions will display.  The user can choose to proceed if desired.  WI 3292 21.12.21
Cash Receipts Journal
Billing Journal		 Changed the Print GL Report option to include the name of the journal in the report title for that section of the journal.  ex:  Cash GL Report or Billing GL Report and Cash Revenue Report or Billing Revenue Report.  WI 2202 21.12.21
Shut Off Journal
Past Due Journal		 Repaired an issue with the Print GL Report option.  WI 2202 21.12.21
Classic Scheduler Repaired an issue that was causing an exception error.  WI None 21.12.21
Project Maintenance
Work Order Entry
Service Management View
Scheduler		 Added Project Maintenance for maintaining user definable projects.  Added Projects to Work Order Entry, Service Management view, Scheduler and the Appointment History view.  WI 3555 21.12.01
Location View Changed Street Index field to be a drop-down list of streets with descriptions.  The Street Index is still listed before the street name in the drop-down list.  WI 3558 21.12.01
Work Order Entry
Mobile Work Orders		 Added the ability for assets to be selected for locations as well as sites.  WI 3341 21.12.01
Service Management View With mobile change out automations, the corresponding Update Device event for the new device now gets merged into the change out event.  WI 3341 21.12.01
Asset Management View Added the Current Value field to assets, which can be edited in Asset Entry.
Users will be prompted to provide a reason when changing a current value. 
Changes are stored in history.  History can be viewed by hovering.  WI 3366		 21.12.01
Reprint Documents Changed name of Reprint Credit Messages to be Reprint Documents.  Added a date range to the options.  The Type field now uses a drop-down list.  WI 3155 21.12.01
Work Order Entry Repaired an issue that was causing transactions for work orders to not display properly.  WI 3588 21.12.01
Connections View Repaired an issue that was causing errors when changing meter values such as the outside number/Radio MIU.
Made cosmetic changes to the view.  WI 3571		 21.12.01
Payments View When reversing open item interest payments if the invoice was closed or will be closed, the interest reversal will create a 99999999* charge adjustment invoice instead of reducing the interest paid on the original invoice since it is closed.  If the cash date is the original payment date then interest should be calculated as if the payment was never made.  If the cash date is more recent, only the original interest paid/due and interest from that date will be calculated.  WI 3404 21.12.01
Adjustment Entry When entering in billing reversals the next transaction code in the profile will default to being a reversal as well.  Similarly if a meter has multiple connections, the transaction on the next connection will default to a reversal if the primary one was.  WI 3558 21.12.01
Bill Entry When a new reading is less than the previous reading, the transaction will remember the user's selection in the rollover/usage credit screen so that when editing transactions or tabbing through the entry fields, you are only asked once.  If the readings are changed it will reset and ask again.  This also applies to connections that share the same meter such as water and sewer.  WI 3269 21.12.01
Customer View Repaired an issue that would cause a save prompt to display when the Notes field was empty.  WI None 21.12.01
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 asset
  • Moved advanced asset search parameters to an Advanced hyperlink advanced
  • 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
asset menu  		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!     
Customer Status
Service Status Code Maintenance		 NEW!
Changed the way customer status is handled.  Added a Service Status Code Maintenance screen that allows information for certain customer statuses to be set.  Some statuses can't be changed, but others are informational and can be changed.  You can specify if the customer status message should display on Cash Receipts Entry.  Custom status codes can be added.  		21.06.21
Repairs    
Change Out Connection Wizard Changed the warnings/error messages to correctly display which device (the new or old) is the one that has open transactions or other issues.  WI 2902
Added address and device type on the change out device warning.  WI 2772		 21.06.21
Location History View
Timeline View		 Repaired an exception that could occur.  WI 2848 21.06.21
Line Item Maintenance

Implemented the following changes:

  • Added a Location ID field that stores Location IDs. 
  • Changed Location field to be Location Notes to more accurately represent what should be entered in the field.
  • The verifiable Location ID field is now used when building a graph.  WI 2549
 21.06.21
Invoices View Changed the Close Invoice function to set the Deleted By field to be operator number instead of user number.  This is consistent with how the Cash Post closes paid off invoices.  WI 1940 21.06.21
Service Management View Repaired an issue with batch assigning problem/task codes to work orders.  The problem description will now properly change just like it does when changing it in Work Order Entry.  WI 2898 21.06.21
Map View Repaired some issues with OpenStreetMaps as an imagery provider and coordinate selection controls.  Requests will now provide a referer and user agent.  WI 2393 21.06.21
Alert Messages

Implemented the following changes:

  • Changed the user alert settings grid to be more user friendly and to show the full images. 
  • Added the ability to remove an image from a message code.  Limited the size of images to 150x150.  Changed choosing an image more intuitive. 
  • Alerts with message codes now display the time, user and the date as well as the message code ID and message code lines.  WI 2303
 21.06.21
Payment Plans Repaired an issue that caused an exception error when opening the screen when no customer is loaded.  WI None 21.06.21
Billing Statements Changed the enhanced reporting to show a "No Qualifying Records" message with the start/end time if the selected range does not return any customers.  And will now include all exception errors in the errors view.  WI 2289 21.06.21
Bill Entry
Billing Adjustment Entry
Final Bill Entry
Miscellaneous Receivables Entry
Meter Import
 Repaired issues that could occur when using a transaction that has a tax profile and is a credit type of transaction or a reversal.  Now the transaction will appropriately adjust the customer balance to reflect the credit or reversal.  WI 2738 21.06.21
Cash Receipts Post Changed to accommodate past due and shut offs records with multiple services/locations.  It will now check for each service/location and if the balance is <=0 and the account has pending past due/shut off record the post will update the status to Paid and reset it.  This ensures that all services/locations are accounted for if there are enhanced past due / shut off records.  WI 2915 21.06.21
Quick Cash
  • Changed to now check for unposted transactions in Cash Adjustments, Miscellaneous Receipts and unapplied distribution and warn the user if any are found. 
  • Changed combining payments to now work like the Cash Imports does.  When choosing to combine multiple payments, the original transactions are left intact but are taken into account when distributing the new amount.
  • Repaired an issue when combining multiple payments for open item accounts, where payments for the same customer for a different location would be removed incorrectly.  WI 2896
 21.06.21
WHAT'S NEW!     
Menu Colors NEW!
Added a configurable menu color management function to Settings gear settings, which allows menu colors per company, per user to be maintained.  WI 1546		 21.06.01
Asset Maintenance NEW!
Added more functions to Asset Maintenance for maintaining assets for site work orders.  Functions include:  Remove Asset, Show Work Orders associated with an asset's site, added links to load customers, locations and work orders and double-clicking a work order will now open it in Work Order Entry.  WI 2735		 21.06.01
Calculate Usage ERU - Regular NEW!
Added the ability to set a minimum ERU value to be calculated.  It will also take other valid usage for the same date into account when looking for the highest usage as would be the case for a deduct meter along with a main meter, or for multiple meters.  Only usage from certain transaction types are considered.  WI 2810 & 2811		 21.06.01
Meter Maintenance
Backflow Maintenance
Components Maintenance
Trailers Maintenance		 NEW!
Added a Change Device ID menu selection to the Wizards menu on Meter, Backflow, Components and Trailers maintenance screens.  This provides the ability to change the ID of a device for meters, trailers, components and backflow devices.  WI 2713		 21.06.01
Meter Export Repaired to export correctly when using the connection read books, when no location masters have the same book.  It will now properly create the export records and provide the correct counts and process the export.  WI 2855 21.06.01
Cash Receipts

The following location and open item fields are now available for XML cash receipts:

  • Open_Item_Interest_due_on_Cash_Date - the interest calculated as of the cash date
  • Open_item_interest_paying - the amount of open item interest being paid
  • Principal_only_payment - 1 if principal only is checked, otherwise 0.
  • Cash_date - cash date  WI 2819
 21.06.01
Messages View
Work Orders View
EDIFICE Views		 Check boxes in grids will now align to the top of the row.  Previously, the checkbox appeared in the center of the row.  WI 2833 21.06.01
Build BUSA Report View Changed the Customer Budget Budget Accepted flag to show its multiple values instead of a check box.  WI None
Added look up values for the following Location Connection fields:  Inspection code, Last Reference Type, and Unbilled Usage Status.  WI 2715		 21.06.01
Cash Receipts Journal Repaired an issue that would occur when using open item daily interest and the option Freeze interest until next bill.  WI None 21.06.01
Quick Cash Entry Repaired an issue for open item quick cash payments that would occur when using the combine multiple payments option, which caused payments from a different location for the same customer to be incorrectly removed.  WI 2895 21.06.01
Cash Explorer Repaired an issue with discounts that was causing the payment total to display an incorrect amount.  WI 2625 21.06.01
Enhanced Inquiry Improved and re-worked the process of exiting from EDIFICE from within the Enhanced Inquiry.  Now, when exiting the exit prompt will display first which can be canceled and the existing 21.06.01
REPAIRS    
Quick Cash Repaired an open item location aware issue that caused overpayments to be applied to the wrong location.  WI none 21.05.01
Billing Post
Billing Adjustment Post
Misc Receivables Post		 Repaired an issue that could occur when reversing a transaction if the transaction code had alpha characters in it.  WI none 21.05.01
Inquiry Search Repaired an issue that was causing the Search field to shrink when the EDIFICE window was repeatedly minimized and maximized.  WI 2796 21.05.01
Payments View Repaired an issue with Reverse Selected Payments function so that the payment is reversed correctly.  It was not treating check numbers with and without leading zeros the same .  WI 2696 21.05.01
Cash Receipts Entry Repaired an issue that was causing amounts to be applied incorrectly when using auto distribution function with balance forward liens/rolls and previous year liens/rolls existed.  WI none 21.05.01
Enhanced Meter Import Repaired an issue that would occur when using the connection read books and Bill Whole Book import setting.  WI 2797 21.05.01
Build BUSA
Report View		 Repaired an issue with user definable dates in certain numeric fields.  Dates will now properly display in grids and date filters in grids will work properly as well.  WI 2704 21.05.01
WHAT'S NEW!     
Invoices View NEW!
Added a transfer function called Transfer Selected Invoices.  Any invoice can be selected and transferred to a different account or a different location for the same customer.  Instead of using the cash profile to write off the old invoices a cash transaction code must be specified for each service.  A single transaction writes off each selected invoice.

Moved this function as well as the Transfer All and the Transfer Credit functions under a single drop-down menu called Transfer.  WI 2181		 21.04.01
Calculate Usage ERU - Regular NEW!
Added a Decimal Places field to the process to control how many decimal places the resulting ERU value is rounded to (0 to 5 decimal places and it rounds half up - >=0.5 results in 1 and <0.5 results in 0).  WI 2680		 21.04.01
Unapplied Distribution NEW!
Added a new option called Only Apply Unapplied Term Discounts for balance forward accounts.  This allows any account with a balance including valid term discounts <= 0 to have their term discount applied.  A cash discount transaction is created in the unapplied cash file, which will need to be posted.  This allows term discounts to be applied when there has been an overpayment on a prior bill.  WI 2693		 21.04.01
View Menu NEW!
Updated to now show options for Classic Inquiry and Enhanced Inquiry.  WI 2714		 21.04.01
Read History View NEW!
Changed to bring in data from past connections due to a meter change out.  Previously there a note that there was a change out.  Now the actual data displays in Read History.  WI 2670		 21.04.01
REPAIRS    
Enhanced Inquiry Repaired so that check boxes are no longer activated unless the box or field name is clicked.  WI 2702 21.04.01
Cash Import Changed to now remember imported files and warn users if a file has been imported before.  WI 2340 21.04.01
Cash Import Repaired an issue that was causing Import messages to not be reported on the first run of the day.  WI 2674 21.04.01
Cash Import Repaired an issue where overpayment invoices were not being assigned to a location.  Now invoices should be properly applied to each check and the location.  WI 2675 21.04.01
Meter Change Out Wizard Added missing logic to the wizard for changing out trailers.  The meter ID of the old trailer will be removed and the meter ID on the new trailer will be set to the parent meter ID.  WI 2678 21.04.01
Images View Repaired an issue that caused images to not load when the Images View was on the lower layers of a stack of views.  WI 2673 21.04.01
Print Statements Enhanced Repaired to now show messages in the main processes window.  WI 2289 21.04.01
Executive Reporting View Repaired an issue by disabling the meter size and pressure zone options when using Payment Received Report Type for Customer Group, Customer Variance and Customer Rank Executive reports.  Now the appropriate results are reported.  WI 2273 21.04.01
Enhanced Reporting Changed so that if there are error messages but the process was successful, the progress bar will now turn orange and Check Errors displays.  WI 2692
Repaired issues when doing a Microsoft Word Merge that has data with special characters.  WI 2752		 21.04.01
BUSA Reporting View Repaired issue causing grid settings to not to be saved.
Repaired visibility of Group AND/OR in filter sub groups. 
Added table look up values for many fields.  WI 2715
Repaired issues with formatting certain user definable fields in BUSA reports.  WI 2704		 21.04.01
  WHAT'S NEW!  
Open Item Interest Calculation NEW!
Added the Last_Billing_Date and the Last_Due_Date to the location_service table for tracking location specific billing and due dates.  Added a new application option called Freeze Daily Interest until Next Bill to control this.  When set, the interest calculation will check the desired interest through date against the last billed due date for the location on the invoice.  If the through date is <= to the last bill date, then the date used to calculate interest through will be the last billing date instead.  This means that once billed, balance forward interest is effectively frozen until after the last due date.  WI 2593

If the payment date is <= to the last billing date, the interest calculation doesn't use the last billing date and works like normal.  WI 2488		 21.03.01
Testing Management NEW!
Added a new search method called Include Unconnected Devices, which will look for and include any devices that are not connected to a location.  Work orders cannot be created for these devices, but this allows testing to be tracked and completed.  WI 2499		 21.03.01
Problem/Task Code Maintenance NEW!
Made several improvements to this maintenance.  Pressing Enter at an input field will add/modify the item rather than saving the whole thing.  Crtl+x in the input fields will clear the inventory fields if a value is set.  Then, the next Ctrl+x will clear the whole screen.  Clicking an inventory item will load the information into the fields and allow it to be modified.  The button will say Modify Item when modifying and Add Item when adding a new one. 
TS Note:  All searches in this screen now use .NET search.  WI 2634		 21.03.01
Alert Messages NEW!
Redesigned account alerts so that custom images can be attached to the message code.  The maintenance screen and add alert screens show the image of the message code.  The images will be displayed as icons next to the alert message in the account alert window. 
Changed the selection of alert images to show a list of default images that can be selected as well as selecting custom images. 

Created a new alert settings maintenance and move the Show Alert on incomplete work orders setting to it.  The new account alert window also has a button to open the alert settings screen.  Specific message codes can be turned off per user so that they will not be alerted to them.  WI 2303		 21.03.01
Classic Search Repaired an issue that would occur when searching by customer name in the Classic Search.  If the customer name was changed using the Enhanced EDIFICE Customer view and then the user tried to search using the Classic Search, the new name would not show in the search.  Repaired so that the updated name will show in the Search.  WI 2450 21.03.01
Billing Post Reverted a previous change by removing the check on GL/FA Active to accumulate GL account information during the post.  This allows the GL report to still print the GL information even when the GL is inactive as it used to do.  WI None 21.03.01
Print Statements Repaired an issue that would cause the bill history to print backwards for customers that have billing history prior to the year 2000.  WI 2422 21.03.01
Change Out Wizard
Remove Connection Wizard		 Changed to allow removing of any unposted meter import transactions.  WI 2553 21.03.01
Miscellaneous Receivables Entry When using the Work Order Entry Create Receivables function to open the Miscellaneous AR Entry screen, entering more transactions will always automatically fill in the work order ID from the work order that you came from.  WI 2653 21.03.01
Change Out Wizard
Work Order Site Maintenance		 Repaired the search for trailers.  WI None 21.03.01
Meter Import Post Changed to now reset the journal printed flag on the newly posted regular billing transactions.  WI 2539 21.03.01
  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.   site id
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

 

 

Copyright© 2006-2024 Northern Data Systems, Inc.
P.O. Box 66738
Falmouth, ME  04105
207-781-3236

Form ub12.21  sp0 12/18/2024 09:35:25 PM    Source Version