This notice is to advise that we have updated the Emersion system based on a code introduced by the Communications Alliance requiring providers to display the NBN AVC ID on invoices and the End User Portal. This requirement comes from C647:2023 NBN Access Transfer - accessible at https://www.commsalliance.com.au/Documents/all/codes/c647

Emersion has introduced a Service Identifier Type to the Service Identifiers set against a service to address the requirements. Type 12: NBN LOC ID and Type 13: NBN AVC ID data will be used to display the required information on the Invoice and End User Portal. All Existing LOC and AVC Service Identifiers in the database have been updated with the correct Service Identifier Type - 12 for NBN LOC ID or 13 for NBN ACV.

Invoicing Updates

When a Service Identifier is marked as Type 12: NBN LOC ID or 13: NBN ACV ID, the ID will display on the Invoice for NBN services.

They will be displayed below the current Core Identifier in the Invoice as:

• AVC1234556789012 - LOC123456789012 (if both are set)
• AVC1234556789012 (if only AVC is set)
• LOC123456789012 (if only LOC is set)

See Examples below.

Package Summary Grid

Service and Equipment Itemisation Grid

Service Summary Grid

End User Portal Updates

In the End User Portal Services List, there is a new column for the Service Identifier Type and search options for the type.

 There is also an action link on the right to show all "Service Identifiers."

This will bring you to another tab in the Service showing all Service Identifiers, not just the Core Identifier shown on the Services List Page.

Cumulus Updates

The Cumulus Service Subscriptions list has a new column for the Service Identifier Type and search options for the type.

The Service Identifier Tab has a new column for the Service Identifier Type and search options for the type.

We also added the Service Identifier - Vanity Identifier search option.

When adding or editing a service identifier, there is now the option to add an identifier type, as well as the Vanity Identifier.

Reports Updates

 The following three reports have been created for this update:

Service Identifier Bulk Import Update

The Service Import and Service identifier Bulk Import have been updated to support the Service Identifier Type:

Action for Customers: Use the Service Identifier Bulk Import to load any missing Type 12: NBN LOC ID and Type 13: NBN AVC ID data.

The following upgrades, fixes and tweaks occurred between the 6th December - 19th December, 2024.

Service Plans

Ledger Code Override

Service Providers can now override the default ledger code for a service plan. This enables service providers to differentiate the ledger codes for each group of service plans within the same service type.  A new screen under the service plan called Ledger Override enables users to override the various service plan ledger codes.

A new power Can Edit Service Plan Ledger Code Override controls if users can access this feature.

Events

We have added the end user portal username as an event variable to the Payment Failed event.

Bulk Import and Update Tools

We have fixed a minor defect in the Product Rate Override Bulk Import tool. In addition we found that in some cases, the system was setting a  start date to a specific time. As a result, this could cause rating to fail. This has been fixed.

The Access Fee Override import tool has been enhanced to enable users to choose the set the override to the start date of the service.

The following upgrades, fixes and tweaks occurred between the 22nd November - 5th December, 2024.

Invoices

Previously, under the Manage Invoice page, the Invoice Issue Date is restricted to being able to be set to today. It now allows users to backdate.

Invoice Templates

Invoice Design Settings

A new Invoice Design Setting called Show dotted line above payment option has been released on invoice Layout 4.

Invoice Templates

Invoice Design Settings

We have changed the Show Product Name setting on the Simple Purchases grid and the Purchases grid so that it defaults to disabled (therefore, it will not show).

The following upgrades, fixes and tweaks occurred between the 8th November - 21st November, 2024.

Invoices

We have fixed an invoice rendering error that was occurring after a package subscription migration when a service feature subscription was previously cancelled.

We also fixed an invoice rendering error hat was occurring due to a deprecated org registration number.

Manual Payments

We have enhanced the Westpac NZ BACHO file import to add additional bank account number validation.

Events

In all event types where the invoice ID is a template variable, we have added the variable Original Invoice ID.  The following event types were updated.

Integration

ConnectWise

In addition to pulling the invoice data we will now also be downloading the Invoice PDF file and saving it. Previously, this would only be done for invoices that are fully imported from ConnectWise (not when we only import the cardlines).

The following upgrades, fixes and tweaks occurred between the 25th October - 7th November, 2024.

Package Subscription

We have fixed a defect caused when a user attempted to edit the service chain discount on the package chain configuration tab of a package subscription. An error “Invalid Option” was briefly appearing when the user tried to add the commission user.

Bulk Update Tools

Product Rate Override

The product rate override import tool has undergone a significant upgrade to increase its functionality. Users can now change existing product rates, add or delete a note and reset the start date of future-dated overrides.  This import tool now caters for a number of additional use cases that it did not in the past. A new template has been released, along with updated online help. 

Please refer to the online help for details of each use case that the import tool supports and for instructions of how to complete the import template for each use case.

The following upgrades, fixes and tweaks occurred between the 11th October - 24th October, 2024.

Invoices

Invoice Design Settings

The 'Text line (footer)' setting has been fixed so it applies correctly on Invoice Layout 5. 

The following upgrades, fixes and tweaks occurred between the 27th September - 10th October, 2024.

Integrations

Novatti Payments

We have enhanced the way that direct debit error details are presenting on-screen to make the errors more readable.

API

The AccessFeeOverride API has been enhanced. Users can now set the access fee override start date to the same date as the service activation date.

The following upgrades, fixes and tweaks occurred between the 15th September - 26th September, 2024.

Package Subscriptions

Contracts

Future dating the service start date now correctly sets the contract start date to be the same.

Integrations

Novatti Payments

We have enhanced the error logging and processing to better process errors in a consistent fashion.

The following upgrades, fixes and tweaks occurred between the 30th August - 14th September, 2024.

Package Subscriptions

Contracts

We have fixed a defect that caused an incorrect break out amount to be charged because the system was not taking into account service-level access fee overrides.

Invoices

We have fixed an issue causing the customer name and address to be repositioned on the invoice.

Integrations

ConnectWise

For US customers, we have added support for importing the tax amount from ConnectWise.

AutoTask

We have:

• Added a setting for allowing Autotask ‘invoice id’ being used as a fallback or instead of ‘invoice number’ (which may not be set)

• Added an option to allow created invoices to have ‘Pending’ status.

The following upgrades, fixes and tweaks occurred between the 16th August - 29th August, 2024.

Admin

Payment Surcharges

We have fixed a defect preventing users from creating credit card surcharges.

Accounts

The Organisation Registration Number (or ABN) field now supports more than 40 characters.

Orders

We have fixed a defect seen when users were trying to save the Service Configuration within an order, preventing the service configuration information from being saved. 

The following upgrades, fixes and tweaks occurred between the 2nd August - 15th August, 2024.

 Accounts

We have fixed a defect causing a 328 error when accounts were being updated. This issue was limited to accounts that had been cloned.

Bulk Import

The following bulk import tools have been modified.

Usage and Rating

We have fixed an issue where the system was incorrectly skipping the rating of usage based on the parent account's status.

The following upgrades, fixes and tweaks occurred between the 19th July- 1st August, 2024.

Accounts

We have fixed a defect seen when a user updated the address of a billing contact from one account, and the system appeared to update the address records against different contacts in other accounts. This issue was limited to accounts that had been cloned.

Subscriptions

We have fixed an issue with Service Identifiers that was setting the service identifier start date to be the same as the service created date instead of the start date.

We have fixed a defect that caused users to be unable to update the index of a service contact.

Invoices

We have fixed a defect causing the address block not to show on some invoices.

We have fixed an issue causing the invoice to be emailed twice when using the resend / repost function.

Payments

We have fixed a bug identified in the Transaction Reference search filter in the Payment List screen. We have also added a new new search filter for the Reference Key.

Refunds

We have fixed a defect stopping a user approving a refund that is assigned to them through Nimbus, when the user does not have access to approve via the ticket.

We have fixed a defect causing a 328 error when a user entered more than 64 characters into the Refund Reference field.

Integrations

Novatti Payments

We have upgraded the system to send the customer's first and last names to the Novatti payment platform.

The following upgrades, fixes and tweaks occurred between the 5th July- 18th July, 2024.

Invoice Templates

We have added the JCB and Discovery logos to the template and updated all other payment type logos to ensure they are current.

Invoices

We have fixed a defect causing an empty invoice to be generated and approved when completing an order.

New Setup Fees

When subscribing to a service plan that is associated with a product that has multiple setup fees, we now have the ability to determine what set up fee we charge the customer.  This is determined via the service qualification.

Use case example

• The user signs up for an NBN service.

• The user is in a location that historically has not had NBN connected to it before.

• Service Qualification result for the location returns the Service is available to the location, but additional charges will apply (either a New Development Fee and/or Subsequent Installation Charge.

This enhancement we have made enables service providers to charge the additional set up fee, over and above the service plan or package plan set up fee, when it is required. If you are interested in using this feature, please contact Emersion.

Xero Integration

We have fixed a defect causing a validation error to occur in some circumstances.

The following upgrades, fixes and tweaks occurred between the 21st June- 4th July, 2024.

Finance

We have enhanced the Finance > Accounts Receivable > Collective Funds Management page for better performance.

We have fixed a defect causing the wrong user to be recorded in the Approved By field when bulk approving invoices.

Bulk Import

We have fixed a defect in the Product Rate Override importer that was preventing it from accepting import files.

The following upgrades, fixes and tweaks occurred between the 7th June- 20th June, 2024.

Product Purchases

Instalment purchases no longer require the product to be serialised to purchase it.

Invoices

Invoice Template Design Settings

We have released the following new design settings

Events

We have fixed the issue causing the last 3 digits of the number to not display when a credit card expiry notification is sent. 

ConnectWise Integration

We have added a new ConnectWise Integration Mapping settings page for mapping ConnectWise Invoice Templates to Emersion Invoice Layouts.  This is to enable the ConnectWise integration to import entire invoices, as opposed to just cardlines.

We have fixed a defect preventing the synchronisation of some contacts to ConnectWise where the Company was not assigned to a Territory/Location.