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.