6.9 Release ~~~~~~~~~~~~~~~~~~~~~~~ Behavior Changes -------------------------- - Payments made with Electronic Payment Methods will require the date of the payment to be set to the current day. - Electronic Payments cannot be made in a user-created batch with a date that is not the current day. - The Change Batch process will change the date of all non-Electronic payment methods to the date of the newly assigned batch. - When changing the date of a Batch in Batch Management, Electronic Payment dates will no longer be updated. - The Emergency Contact List now opens the Customer Contact Wizard, where the report can be ran and communications can be processed. - Account Control Panel will match the scaling of the display that UMS Client opens on. Breaking Changes -------------------------- - Updated how inventory items are passed and stored within the CUSI API. New fields and changes were made that will break existing implentations that relied on the old structure for inventory items. Potential Breaking Changes -------------------------- - Import Lockbox and Readings Import now have mandatory email address fields to be configured when created/changed. Existing tasks without email should function but will publish errors to the server logs. - The On Threshold option for Service Fees now has a choice for Threshold Calculation Type that should be selected to ensure that the service fee is calculated as desired. Features ---------------- - #13253 Added Assign User Reports Wizard to create multiple User Report assignments for selected users. - #13469: Added ability to set user-specific report defaults for each company under Setup User Reports. - #13475: Added a new scheduled task type to automatically close batches that are empty/processed. - #13545: Added a new report, Audit History Report, located under Reporting >> History Reports that allows admin level users to view historical data changes in UMS. - #14121: Added software update check-and-download capability using CUSI Installer Hub as the central authorization and storage exchange. Enhancements ---------------- - #8087: Updated Charge Register to report based on bill status of charge rather than current account status. - #11542: Improve AMR import error reporting for the event that current meter reading is not found. - #11584: Added sort options in Prepare For Meter Reads reports for consistency with the Meter Exceptions report. - #11623: Added threshold calculation type option for convenience fees to allow the user to determine if the fee is assessed to the entire payment or the portion of the payment over the threshold. - #12125: Added the option to transfer deposits while running a Transfer Balance transaction. - #12830: Changed default log file directory for UMS Client to local AppData folder instead of ProgramData to enable different windows users to have separate log files. - #12933: Increased the maximum length of the Payment Reference field to 100 characters. - #12983: Added standardized status output to scheduled task emails containing information on the parameters the task was ran under along with some results information. - #12973: Added the ability to filter communities in Limit Options. - #12978: Improved UMS Server installer. - #13044: Added an option to the Payment Wizard's Auto Payment path for overriding SEC codes in the ACH export file. - #13058: Added a Client Configuration setting to allow defaulting to last search instead of account/location number from the Account Control Panel. - #13072: Added the ability to increase font and window size of the Account Control Panel. - #13072: Added the ability to resize the Account Control Panel. - #13072: Added a client level setting to load Account Control Panel in desired font and window size. - #13251: Added the ability to cancel move-in for current customers without charges. - #13252: Backported user default reports from UB4. - #13386: The Consumption History Report can now be set to return the top Accounts or top Customers for the provided limit options. - #13468: Added the ability to forward date Miscellaneous Charges from the Miscellaneous Fees tab. - #13513: Added Alt Customer ID and Alt Location ID as merge fields in communicaiton message templates. - #13857: Added Street Names and Region/Subdivision to the limit options page of the Customer Contact Wizard. - #13857: You can now select more than one Communication Type in the Customer Contact Wizard to compose and send multiple types of communications at once. - #13858: Added the ability to import a CSV file of accounts to contact via the Miscellaneous >> Customer Contact Wizard. - #13859: Added the automatic selection of the meter and associated transmitter when adding a task in MSO. - #14234: Help >> User Guide now opens the confluence user guide in a browser window. Fixes ---------------- - #12554: Updated '?' help buttons to link with current Zendesk articles and standardized tooltip text. - #13655: Fixed an issue where deposit payments with long reference fields could cause issues when viewing deposit history. - #13765: Fixed an issue where you could remove a form of payment out of a batch after that batch has already used that payment type.