Important
This notice is to advise that Emersion are implementing a number of important changes to the invoice templates and the End User Portal user interface in relation to payment information, specifically, payment dates.
Why The Change?
Based on feedback from our customers, there has been confusion over how payment dates are represented.
There is a distinction that needs to be made between:
- the day payment was taken. (Vanity Payment Date).
- when it is entered into the system (Ledger Payment Date).
This is a picture of the fields when collecting a payment.
Currently, the invoice is displaying the ledger payment date but the End User Portal is displaying the vanity payment date.
To ensure the end customer is not confused when it takes some time from payment receipt to entering into Emersion, a number of changes are required.
What's Changing?
The display of the the ledger payment date and the vanity payment date on invoices and the End User Portal.
No changes have been made to Cumulus.
Invoices
Transaction History Grid
This picture below is the present view of the Transaction History grid on the invoice.
We will implement the following changes.
- The existing Date column will then be populated with the Vanity Date.
- We will add a column next to Date called Date Processed.
- The existing Date Processed column will then be populated with the Ledger Date.
Grid Columns | ||||||
|---|---|---|---|---|---|---|
Before Change | ID | Date (Ledger Date) | Description | Note | Amount | |
After Change | ID | Date (Vanity Payment Date) | Processed Date (Ledger Date) | Description | Note | Amount |
End User Portal
This picture below is the present view of the Payments page on the End User Portal.
We will implement the following changes.
- Change the label of Transaction Date to Date.
- Add a column Processed Date to the right of the Date (formerly 'Transaction Date').
- The default view will be ordered by Date (formerly 'Transaction Date')
- The existing search will use the Date (formally 'Transaction Date') and will be prefixed with Date From and Date To for clarity.
- Users will be able to search on Processed Date From (greater than or equal to) and Processed Date To (less than or equal to).
Grid Columns | ||||||||
|---|---|---|---|---|---|---|---|---|
Before Change | Payment ID | Payment Type | Payment Subtype | Transaction Date (Vanity Date) | Payment Amount | Payment Status | Payment Reference | |
After Change | Payment ID | Payment Type | Payment Subtype | Date (Vanity Date) | Processed Date (Ledger Date) | Payment Amount | Payment Status | Payment Reference |
When Will The Changes Go Live?
These changes will come into effect from Monday 3rd August 2020.
What Do I Need To Do To Prepare?
Nothing. The changes will be seamless and there is no action for users.
The following upgrades, fixes and tweaks occurred between the 10th July - 23rd July 2020.
Invoices
Invoice Templates
The Agent-based Current Month Sales grid and Sales vs Cost grid will now show pending commissions in addition to approved commissions.
Orders
Upgrade
We have fixed an issue that prevented the transfer of the Auth Username/Password to the destination service subscription.
Service Fulfilment
It was discovered that clients were unable to use the Service Fulfilment area in Cumulus when orders were created via the API. This issue has been addressed.
Automated Payments
Payment gateways have been enhanced to enforce the CVV field for credit card payments where the payment gateway required it. When Credit Cards are added to a customer's account, the user will be required to enter the CVV.
End User Portal
We've fixed an issue preventing credit card payments through the End User Portal because the system was expecting the day value when entering the card expiry expiry date.
The Services > Details > Bolt-On-History page now shows bolt-ons that are in statuses other than cancelled so it also shows current and active bolt on subscriptions.
Xero Integration
An issue was raised affecting clients where the Xero configuration was Active but configured to sync invoices in the future. This scenario was stopping users from processing payments. A change has been released to rectify this issue and allow users to process payments where the invoice issue date is less than the Xero synchronisation effective date.
API
The Services/ActivateService API has been enhanced to cater for SIMs would already be with the end user. The API now supports activation when the SIM is sent later.
We have fixed an issue in the Services/ActivateService API causing a validation error when attempting to activate a SIM.
The following upgrades, fixes and tweaks occurred between the 26th June - 9th July 2020.
Invoices
Invoice Templates
We have enhanced invoice layout 1 to reduce the instances of section overlap that occasionally occurs as a result of a service provider offering a greater number of possible payment options.
We have fixed an issue preventing recurring purchases from being shown on invoices.
New Design Settings
| Name | Group | Description |
|---|---|---|
| Show Due Date when Direct Debit enabled | General Presentation | Invoice Layout 3 has a new option to alter the view for direct debit-enabled customers. The default view when a customer has direct debit set up is that the direct debit date replaces the due date. |
Manual Provisioning
We have fixed an issue that caused the system to throws a 328 error during the manual activation of an imported service.
Package Subscription Migrations
If users removed a service type in the first step of the migration wizard, this was negatively affecting the filtering in the following step and incorrectly shows ineligible package plans. This issue has been fixed.
Events
SMS Templates
We have fixed a defect that resulted in users being unable to create new or edit existing SMS templates.
Prompt Payment Discounts
We have fixed an error occurring with the PPD calculation when there are two invoices with PPD, even though they were both within trading terms.
Bulk Import
The Simple Account Import now uses the mobile number as the primary number, if its provided.
We have enhanced the Service Subscription Detail Importer. A column is now allowed at the beginning called Account Name. This column is not used by the importer but can be used enhance usability of the template. The system still uses the service ID as the identifier for the row.
Scheduling
Emersion's bulk import system also now contains scheduling functionality to automate loading data into Emersion regularly. These schedules are set up and maintained by Emersion, but can be viewed by users.
Talk to Emersion Sales if this is something you are interested in.