6.8 Release ~~~~~~~~~~~~~~~~~~~~~~~ Potential Breaking Changes -------------------------- - Statement Letters: - Custom wrappers for the statement letter procedure cusip_UMSStatementLetter_rpt will need to be updated to receive an additional "LocationNote" column of type NVARCHAR(MAX) in the temp table #StatementDetail. - Custom wrappers for the statement letter procedure cusip_UMSFlatStatementLetter_rpt will need to be updated to also receive the "LocationNote" column, only when Location Notes are included for statements in Statement Configuration. Data Updates ------------ - Statement Location Notes: - As a result of the added ability to include location notes in statements, all statement location notes set to expire on or after the date of upgrade will be altered during the upgrade. - Their expiration dates will be set to the day before the upgrade, to prevent accidentally sending old notes. Features ---------------- - #2893: Added accounting export integration with QuickBooks Online. - #7779: Added a Communication Preferences Report under List Reports to help find customers or contacts with specific/missing communication preferences. - #9678: Added ability to export Delinquent file for ONLINE integration. Enhancements ---------------- - Updated date and currency formatting to display appropriately for non-US locales. - #99: Removed prototype procedures for unimplemented Inventory Testing reports. - #1205: Added customer/location UDC caption information to Process Limits preview in Manage Broadcasts. - #1550: Added the ability to update the customer's communication preferences during the Move-In/Account Wizard. - #2763: Updated transfer balance procedures to all transfer to final billed accounts. Updated transfer payment messages to match. - #2765: New usage variances can now be added by cloning an existing usage variance in Setup Usage Variances. - #2767: Added Gateway Batch ID and Date columns to the Gateway Reconciliation UI and report. - #2770: Added a new merge field that can display different messages based on the customer's AutoPay status. - #7643: Added the ability to embed and link images in email templates. - #7761: Added UDCs screen to Add Inventory Wizard. - #7776: Removed the ability to set and use application role. - #7820: Added the ability to include location notes in statements. This feature will not be available for legacy statement letters. - #7863: Disabled the Service Order Control Panel for Companies configured with External Service Order Providers. - #7891: Improved performance when sending communications. - #7938: Extended automatic batching of electronic payments to allow for selection of any time zone for batch cut-off time. - #7938: Extended automatic batching of electronic payments to automatically adjust for annual time changes in North American time zones. - #8102: Updated message template validation to source valid Message Template Merge Field and Communication Activity associations from the database. - #8102: Updated communication processes to source Message Template Merge Fields from the database. - #8417: Service Fees may now optionally only apply to payments made in amounts above a given threshold amount. - #10066: Adjustments made to Communication Preferences Report (Feature #7779) footer outputs along with condensing the selection screen. - #10926: Added User Voice, CUSI Zendesk, and Systems Status Page links to the Help menu. Fixes ---------------- - #9843: Corrected bug where Mandatory Inventory Item UDCs could be deleted.