Northern Data Systems - EDIFICE Utilities Release Notes

NDS Utilities Release Notes

November 1, 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 24.11.01 for the EDIFICE™ Utility Billing and Service Management applications as of November 1, 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 24.11.01 Utility Billing and Service Management

Program / Function	Description	Software Version
New!
Cash Receipts Journal	When there are GL direct CASH entries, the journal will now include an extra line for "Totals w/ GL CASH" and the amount. WI 5152	24.11.01
BUSA Reporting	Added a Show All/Limit Rows button to the left of First value. WI 5142	24.11.01
Repairs
Cash Receipts Entry	Repaired issues with direct GL cash entries with credit card payments. Repaired script errors with Informe. Changed Informe credit card payment window size to make it easier to read. WI 5116 TS Note: Registry settings on the server may need to be changed. See WI.	24.11.01
Cash Explorer	Explorer will now exclude any GL direct CASH entries from the Total Payment summary amount. WI 5152	24.11.01
Cash Receipts Entry	Repaired issue with printing XML cash receipts when using GL CASH direct entries not recognizing the selected job. WI 5161	24.11.01
Prepare Lien Workfile	Added an Interest date for calculating O/I interest through. This is used for calculating OI interest from due date. WI 5148	24.11.01

Versions 24.10.01 - 21.12.21 Utility Billing and Service Management

Program / Function	Description	Software Version
New!
Open Item Interest	Changes for open item invoice interest: Added a new option Calculate OI Interest From Due Date to Application Options. This allows interest on overdue balances to be calculated for the number of days from the due date plus grace days instead of calculating the number of days from the billing date. Partial payments that include Lien balances will also calculate interest but lien costs will be ignored. WI 5142	24.10.01
Images View	Added an image copy function and right-click functions for copy, save to file, and print. WI 5149	24.10.01
Cash Receipts Entry	Added another Commit CC button to the Commit prompts if credit cards payments are active. WI None	24.10.01
Repairs
Meter Import	Repaired to fully display the Import Source full file name. WI 4515	24.10.01
Cash Receipts Entry	Repaired an issue that could cause an error when closing Cash Receipts Entry under certain conditions. WI 5136	24.10.01
Documents View	Repaired an issue with the remote PDF download feature not refreshing correctly. WI 5150	24.10.01
Process Status screen	Repaired issues with scrolling and alignment on the enhanced version of this screen. WI 5106	24.10.01
Account Balances View	Repaired an issue with the Unposted Category showing unposted cash or charges under the wrong service. WI 5158	24.10.01
Connections View	Repaired an issue with the user defined section of the view being closed. WI 5114	24.10.01
BUSA Reporting View	Improvements to screen - changed Clear To to Enter 0 for all. Changed the spin increment to 100, and fixed the tabbing order in the options panel. WI 5086	24.10.01
New!
Asset Entry Asset Management View	Added Service, Material and Size fields with drop-down selections to Asset Entry and as information in Asset Management view. WI 4847	24.09.01
Processes Menu	Changed the Open Item menu item to be Open Transactions. WI none	24.09.01
Repairs
Billing Adjustment Entry	Made a change for open item customers so that it doesn't try to load the Bill To Customer if they are no longer attached. This allows a past invoice to be adjusted. WI 5119	24.09.01
Quick Cash	Repaired an issue for location aware customers, where loading an account by location no longer remains on the previous customer/account. WI 5077	24.09.01
BUSA Reporting	Changed the result count of Top to First for clarity. WI 5086	24.09.01
Inquiry	Repaired an issue that prevented a newly added location from displaying in the location drop-down list, if a location is added to an account. WI 5043	24.09.01
Classic Inquiry View	Repaired an issue that was causing the inquiry to freeze if the first location image was too large. WI 5103	24.09.01
New!
Documents View	Added the ability to locate and retrieve remote PDFs such as those that are sent to InvoiceCloud and link them so that the original PDF can be viewed from EDIFICE. WI 5075	24.08.01
Billing Statement Status Report	Added the seconds to the time format in the file name. WI None	24.08.01
Cash Receipts Entry	Added ability for location aware EDIFICE users to be able to enter a location rather than a customer ID. If there is an owner and a tenant it will ask which one to load. TS Note: The Application Options Focus Location setting will determine if the cursor stops at location or customer. WI 5077	24.08.01
Repairs
Enhanced Meter Import	Repaired an issue that would occur when editing readings where after changing the usage type and then selecting a different account sometimes the review status is changed to that of the previous one. WI 5092	24.08.01
Executive Reporting	Repaired an issue with filtering on company when generating the Usage report for usage type 1.
Tools Menu	Repaired an issue so that the Map view displays correctly on the Tools menu. WI 5096	24.08.01
Prorating	Repaired an issue with transaction codes that have Prorate Calculations set to None were still prorating. WI None	24.08.01
New!
Add Connection Wizard	Added the ability to allow a new read book to be created for the connection during the wizard. WI 5071	24.07.01
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. TS Note: Added a new field called Focus Location Field to Application Options to activate this fomer ID. WI 5046	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 View	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

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 445	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

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 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 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	22.11.01
EDIFICE Icons	Modernized the icons on EDFIFICE Reporting toolbars. WI 4351	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 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. TS Note: Added ADD_Courtesies_To_Totals to the PARcount. WI 4104	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 . 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 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	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 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!
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 , 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. 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

Form ub11.1 sp11 10/31/2024 12:10:14 PM Source Version