Important
This notice is to advise that Emersion are implementing a number of important changes to the invoice and on a number of user interface screens.
Why The Change?
Based upon feedback from our customers, we realise that there has been confusion over some of the transaction data.
There is a distinction that needs to be made between:
- the day a payment was taken
- when it is entered into the system.
To ensure this is clear and consistent, a number of enhancements are required to improve the presentation.
When Will The Changes Go Live?
These changes will come into effect from DD MMM YYYY.
What Do I Need To Do To Prepare?
Nothing. The changes will be seamless and there is no action for users.
What's Changing?
Invoices
Transaction History Grid
This picture below is the present view of the Transaction History grid.
We will implement the following changes.
- We will add a column next to date called Processed Date
- The data currently going into the 'Date' (which is the Ledger Date) moves to this new field.
- The existing Date column will then be populated with the Vanity Date.
Grid Columns | ||||||
|---|---|---|---|---|---|---|
Before Change | ID | Date (Ledger Date) | Description | Note | Amount | |
After Change | ID | Vanity 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 | Payment Amount | Payment Status | Payment Reference | |
After Change | Payment ID | Payment Type | Payment Subtype | Date (Transaction Date) | Processed Date (Ledger Date) | Payment Amount | Payment Status | Payment Reference |