• Integration with Avalara's AvaTax solution. Taxes and fees are calculated based on a Transaction/Service pair from the product and a Place Code based on the Service location.
• A new version is available of Invoices, Billing Statements and Statements to streamline bill presentation.
• Expanded permission model so that Authorized Roles can be created with more specific permissions and porting from one system to another.
• BDC Report - major revision.

• Changed the setting of FROM environment variable to queue's fromemail value (if populated) when sending notification emails. This allows notifications to work in cases where the relay host insists that the email originate from the relay email account. MS36, Google and others have this requirement.
• Fixed for differing taxable amounts by taxitem - needed for Fusf.
• Added logic for no serialization of hook executions.
• Added status field on a Tax Item in a Tax Group to allow discontinuation.
• Added new field for communication opt-outs on User. Currently only used in Email Customers in Bulk.
• Changed verbiage on Account Status Reasons from Expired to Cancellation and from Customer Request to Voluntary Suspension.
• Added a flag for the close of day batch process to close Account/User/Service rather than suspend first when Reasons are set to Expired/Cancellation when an End Date is entered.
• Added new invoicing program.
• Fixed display of note table listing. Was missing new column for delivery status.
• Fixed ticketing so replies are always associated with the proper ticket when using AWS SES.
• Added BillMax_mkdir.
• Added postgres repo and postgres 14 libraries. Needed for perl-DBD-Pg.
• Added active service count to product listings.
• Added Payment Plan for an item to paid out over time such as installation.
• Fixed regex check on d01 if list is used.
• Added parallel cc/echeck batch option. Added logic to catch transactions between time of cc/echeck batch and processing so charge is not attempted.
• Added terms by service definition. Terms defined by setting on service definition and a general terms setting in edge.php.
• Added notes to trap profile changes.
• Added checking the payhist table run in parallel processes.
• Added functionality to set accountclass in createcust and to add acct invoice field with account class description.
• Added statsPut edge service. Adds stat associated with service or servdef tierplan (if only one of that type per account), can add stat not associated with tierplan, can add pending charge (quantity * servdef.iprice) for one time items.
• Added check in staff interface that data is in utf-8 character set.
• Added client secret and phone number to error message.
• Added new options for one page signup to redirect to URL upon success and send email to customer.
• Added a note for reasons why a transaction (in batch) is skipped.
• Changed verbiage for County, Parish, Borough based on State/Country.
• Added option to Cancel Service Change for a Scheduled Service Change. If the Service is Closed, the Service Change is automatically cancelled.
• Fixed reporting URL for IPPay list.
• Changed limit on techavailable options to active ones on User and payhist checking to Accounts with payhist records.
• Added lastcdrdate for automated retrieval, process tracking.
• Added support for looking up cdrs where multiple services have same number (dates should not overlap).
• Added default for number of days to look back.
• Fixed Sales Report so that reporting by service definition shows internal name (servdef.descr) not the billing name (servdef.name).
• Changed so location information not sent for outbound Toll Free.
• Changed Customer Portal Loginid to default to the email address if the account is new.
• Added ticket close to close program and moved lastclosetimestamp and lastclosebyempl to library.
• Changed redirect if Cognito used from /login to /authorize.
• Added cdrexclude list.
• Added index for locationuser.
• Fixed error that prevented refunds via Nacha module.
• Added Last Modified and Last Closed to ticket listing and changed verbiage to Last Activity from Last Updated.
• Changed billdetail from input to text to allow more data.
• Modified msgload to check for duplicate files. Duplicate files are silently not loaded.
• Modified notes so the same note will not be written but an update will occur to update contextcount.
• Added percentages that could be specified for Actual CDR method if CDRs absent.
• Added author to error message to help in debug.
• Modified taxservice location based invoices/statements using current format as well as taxservice display for regular invoices.
• Fixed bug in Deposit Return Invoices.
• Fixed issue where forking did not output error lines.
• New error messages check service, user, account null enddates against status closed/collections.
• Modified to allow newer permissions for auth column to be specified. Did not change default.
• Fixed slow query in getBillListing().
• Fixed sorting so descending order returned non-zero first.
• Fixed removing quotes when doing split.
• Modified permissions for enter_pop, enter_ap and listing of pops/aps.
• Added some restrictions on granting AUTH_SUPER_USER access.
• Added facility to reverse entire invoice.
• Added Licensed-by-Rule Terrestrial technology code (72).
• Fixed writing efpdata record if record not found (in echeckreturn processing).
• Fixed showing discount block if any price greater than 0, not just First Price.
• Added Account notes for credit card declines.
• Fixed reporting of bad locations instead of good.
• Fixed Deposits so that they can now have TAXGROUP_TAXSERVICE.
• Allow beginning balances to be unconditionally deleted.
• Added type and color to bdccoverage table. These fields are needed for the "Service Map By AP" report.
• Added VoIP output to the BDC report. Report has 3 different ways to report VoIP. 1) count services 2) use service quantity 3) use VoIP line count (Avalara).
• Added subscription only option to the BDC report. This file can be used for the subscription portion of the BDC report.
• Added cnHeat output option on BDC report page. This file output has the subscription data needed when Cambium's cnHeat is used for filing the BDC report.
• Fixed regex for parsing mimetype from File command.
• Fixed bug for computing invoice total.
• Fixed logging of userGet errors and added loginid to information logged.
• Added setup value (zero) to prepaid skus. Necessary to prevent errors in client.
• Fixed query related to prepaid card services and hotspot.
• Relaxed checks in online order so that minimum input by the customer is possible when using the hotspot functionality.
• Added missing libjwt-devel package.
• Fixed check for technology.
• Modified asset uniqueness to include Access Point.
• Added ticket notification including note content when note added to ticket. BillMax User must subscribe to note notification.
• Added unauthorized to list of routes not subject to edge login.
• Added prepaidonly filter for SKUs.
• Added setting on Accounts to suppress the document fee from being billed.

• Customer Portal now supports document signature for Terms and Conditions. A copy of the document is saved to the Account.
• Email Customers in Bulk added to email easily customers filtering by many parameters(City, Zip, Virtual Company, etc). A report showing who the email was sent to is available
• New AWS SES email service is available. Within BillMax, emailed documents are noted when they were delivered and opened by customers.
• BDC Report added. FCC 477 modified to use new technology codes.
• Added new reports for Revenue Generating Units.
• New Mikrotik queue program.

• Fixed move User.
• Fixed display of labels for lat/long in POP listing.
• Fixed the Service Map by Access Point.
• Added Package Setup report.
• Added support for making check refunds as not eligible for bank deposits.
• Fixed Accountclass display for Service Definitions.
• Fixed the Service Definition setting to honor no provisioning.
• Modified public url to be Virtual Company specific.
• Fixed use of profile defaults when shopping by Virtual Company in the Customer Portal.
• Fixed checking service invdate in the past.
• Provided default for subject when sending emails from addFiles.
• Fixed error that prevented move to another Virtual Company.
• Added support for restoring multiselect. Added params to be passed to custom report if needed.
• Fixed use of sku flags to show one time charges labeled as such in Customer Portal.
• Added ticket originator.
• Added misc fields to Ticket display.
• Added change to show emails from Postfix if being used.
• Fixed settlement files for IPPay changes.
• Fixed using billingname not Company from config.
• Fixed wrong regex used for Bank routing.
• Revised mikrotik code to use SSL encryped communication.
• Added settings to see color code and to clear a color code for APs.
• Added filtering by account class to Sales Report, Store Credit Activity Report and Balance Forward Report.
• Fixed error message in Radius code.
• Added indexes to POP/AP/Coverage tables to speed up queries.
• Fixed bug in Store Credit report.
• Fixed bankDepositIIFenddate by removing extraneous lines.
• Fixed dbck results now that accountbillingdates used in determining if invdate has passed.
• Added census lookup and address verification to AP.
• Added coverage map to AP.

• Customer Portal accepts one time payments where payment method is not retained. This option is available on a processor basis.
• Customer Portal can collect an authorization for use of a credit card or bank account.
• Customer Portal shopping cart now has the option to shop by Virtual Company.
• Customer Portal can support Social Login (single sign-on) via AWS Cognito tokens.
• Added printed overdue notices.
• Added ability to define new permission levels and to set permission for programs and interface actions without the need to recompile or rebuild the CGI action table.
• Added integration for Market Broadband's Radius Mailing Program for WISPs.
• Added immediate viewing of documents and uploaded files when clicked.
• Updated to use the 2020 census data.
• Added banner to Accounts if POP/Access Point's Operational Status is not equal to Normal.
• Added ability to send emails to users on selected POP/Access Points using an email template.

• Fixed default template listing for Acknowledge New Template and Acknowledge Close Template.
• Fixed description of "transfer cash in" transaction from guarantor now lists correct account number.
• During shopping, slave service no longer causes "user 0 not found" error when generating invoice in memory.
• Added additional validation rules for efpdata.
• Added regex for valid characters and so zip and bank routing work for both USA and Canada.
• Changed URL for geocoding per the ArcGis notice.
• Removed POP on General or Item Sale and set the transaction POP to the User POP. Fixed error with service change on POP.
• Fixed report_balcheck so that it can repair errors that occur before financial close date.
• Added 'Super User' and 'Billing Administration' to authorization levels.
• Renamed 'Administration' authorization level to 'Configuration' to better describe its intended use.
• Modified so that the 'Super User' level is required to modify any permission setting within BillMax.
• Values for ntaxable/taxable are not longer reversed if taxable value with no tax occurs, due to very small values.
• Fixed error where dbck would not report all d01-10 conflicts due to skipping services. Also, dbck now does a case insensitive comparison of values.
• Location based HTML billing statement now displays "Amount for Fee" if assessed taxitem is a Fee.
• Corrected generate coverage program database connection. Now handles remote databases.
• Modified staff interface to set source for latitude and longitude to "Manual" if CSR manually changes either latitude or longitude.
• Fixed radius attribute operation setting in staff interface.
• Removed Subordinate Only setting on Service Definitions. Use Recurring Service Fee instead.
• Added 'status' option to radius server management script.
• Separated Census lookup from Geocoding processing. Changes to latitude or longitude, whether through Geocoding or not will result in retrieval of Census values.
• Added checks for non valid characters in credit card and Echeck account data. Some processors restrict what characters can be submitted.
• Added check for valid postal code (zip) in credit card and Echeck account data.
• Corrected customer portal registration so POP and AP are initialized.
• Added settings for ticket state and problem resolution when creating ticket in customer portal.
• Corrected bad SQL in FCC477 report.
• Corrected erroneous error reporting on state FIPS code in FCC 477 report.
• Modified credit card and Echeck batch processing so processing is not aborted for certain "soft" errors. In particular, allocation errors will not cause efpbatch to be terminated.
• Corrected SQL used to save manually modified coverage data.
• Modified provisioning variable checking so 'Required' is no longer checked if the service or package is in the 'Closed' state.
• Modified radius server management so management script is now used to check server status rather than testconnect.pl.
• Added regular expression checking of bank routing number. This change will accommodate the 8 digit routing number in Canada.
• Modified customer portal so data usage can now be shown by calendar month. Added full support of showing usage by day but only limited radius info.
• Modified customer portal form submission so buttons are disabled and visually changed to indicate form has been submitted. Change should eliminate double submits.
• Fixed filtering by Account Class if the profile Account Class is not set.
• Fixed the EFP 'state' parameter is included in the query for an eligible payment to see what is voidable.
• Fixed host name for database now retrieved from billmax.conf and not hard coded to localhost.
• Fixed checking on provisioning fields if state is closed.
• Fixed reference to appointment when creating a note.
• Added mkbatchprocessgroup for loading batch process groups and associated processes. If group or process already exists, no row is added to the group or process tables.
• Added priority to radius groups. Provisioning script will need to look up priority and use accordingly.
• Added rotation of edge xml files. Note this truncates the log files using reuse option. So rotation can be done while edge is running.
• Modified logic for adding Fiber to deployment. Residential/Commercial flag now taken into account.
• Added compile option to determine Residential/Commercial status from account.taxtype instead of account.company.
• Fixed service change error that occurred when the change date match a prebill date.
• Added transid, efpid for easier cross reference with processor.
• Use taxtype for Residential/Commercial status in VoIP reporting.
• Added index to statechange table to speed up report_ticketactivity. Added index for ap to user and pop to ap. Added sessionid indexes to auth and user.
• Revised user/service tree view in staff portal when associated with an asset.
• Fixed link to Help->Check for Updates.
• Updated error messaging on FCC 477 steps for POPs and Access Points.
• Added the ability to edit the edge.php file through the staff portal.
• Modified the consideration of auth.state in tech assignment.

• Clone for Packages/Services now perform a deep clone including all Package elements.
• Integration with Zoho CRM that syncs BillMax Account and User to Zoho contact.
• Allow for one Recurring Service/Package Definition to be used for multiple Virtual Companies.
• Integration with NetSuite.

• Modified portal to include an option to aggregate radius usage by day.
• Fixed validation for POP and AP setting of target User when moving a Service to target User.
• Fixed check for profile use on Virtual Company when Account Profile is the default for another Virtual Company.
• Updated the 'from' address to be the same as the 'to' address to avoid an issue with relays insisting the from address be on their server.
• Added customer name and email to email content.
• Updated error checking so the aeskey age is not checked if tokenization is active.
• Added invoice detail lines options in JSON for the invoicetotalpreview program.
• Added protection to prevent SQL injection into customer portal login/registration services.
• Modified Bundle definition to remove customer portal info as bundles are not sold in the portal.
• Fixed setting the statefips when a user is copied.
• Fixed slow loading of existing Accounts with many transactions so that the number of transactions to view is now honored.
• Fixed search for Packages/Services with a status of No New Users.
• Enhanced the search for User POPs, APs, and POPs on the item definition.
• Fixed the transaction description on the FCC 499.
• Fixed the display of the FCC Upload and Download rates in the Recurring Service/Package list.
• Added a designated Virtual Company by honoring the sort order setting. Top Virtual Company is the default.
• Fixed the POP state in generic listing of POPs.
• Modified ticketing email gateway to place auto response emails into the Trash queue.
• Added support for data imports from Sonar.
• Modified tier plan usage default for 'can go down' setting to true as this is most often the correct setting.
• Fixed the fee services so that secondary or tertiary pricing is not set since they are not valid for fee services.
• Added autocomplete for searching for POPs on Users.
• Added new batch script to populate missing census data given latitude and longitudes on the BillMax User.
• Added script to merge FCC csv files. Useful in case where the report is derived from two separate BillMax instances.
• Modified perl scripts that use SSL and certificates to use the new method of passing credentials.
• Modified radius provisioning so script no longer fails when there is no radreply record during the rename action.
• Modified deployment output to avoid duplicate problem caused by 2 or more non wireless(fiber mostly) services in the same block and same technology but different Virtual Companies (but named the same).
• Added support for credit card processors that require that the refund transaction ID match that of the original ID. See RefundNeedOrgTransID setting that is needed by some Canadian merchants.
• Fixed - The deletion of tax item is not allowed if it is part of any invoice.
• Fixed - Trap use of illegal characters in password for portal certificate.
• Modified portal(edge) daemon so program no longer crashes if database connection fails.
• Created new general purpose perl module for various BillMax perl utility functions.
• Added regular expression check for bank routing number. Canadian 8 digit routing number now possible.
• Added support for billing, viewing, etc for Preseem usage data.
• Modified portal to include ServerPlus endpoint(services). ServerPlus is no longer a standalone application.
• Fixed - check for POPs still in use now checks User table.
• Fixed error where statement can be associated and thus sent to the wrong account.
• Added entering an alternate Service Address while entering a new Account.
• Added collecting "Lead Source" on an Account and reporting it on the Advertising report.
• Added confirmation when deleting an option set for Reports.

• Added the ability to add Custom fields to tables. Tables currently supported POP and AP.
• Expanded Select Fee Groups to support matching recurring fees/one time fees to city, state, country, tax region and pop. Also, make the selection required or not, and have the ability to create a default.
• Modified Dispatch.me invoice names to ensure invoice processing works correctly in cases where there is more than one active Dispatch.me job for the account.

• Moved technology to AP from the Pop.
• Added functionality so that proration behavior is inherited for recurring fees.
• Added functionality for loading test files on test boxes/demo databases.
• Added functionality for the removal of demo dataset and added the verification of the AES Key during installation.
• Fixed saving setting for "Display Service/Package Name" and "Display Service/Package Description" on a definition.
• Fixed sending payment notices.
• Added automated discounts to the Future Billing report.
• Fixed check for pop/ap to Open and Suspended statuses only.
• Modified "Not Attempted" setting to Address Verification to all CSR to correct an address and not send it back to USPS to be verified.
• Fixed Enddate so it does no propagate to Closed entities.
• Fixed display for dropdown widget on various pages.
• Added functionality to control whether log files are generated by Batch Group Processing.
• Fixed filename to be the filename on disk instead of the file name used during uploading cdr files.
• Added LTE to list of infrastructure technologies.
• Added functionality so that the IIF file now handles writeoffs of imported beginning balances.
• Bookkeeping report now honors writeoff Charge Type if different than original transaction.
• Added Package/Service to the display of the Sales report when detail selected.
• Fixed population of the commission table when payhist is not updated.
• Modified mikrotik.c to use the new login method. The old md5 hashed dance is no longer supported.
• Updated the IPPay card updater process where an expiration date of a credit card changes but not the token and vice versa.
• Updated the IPPay card updater program to use the correct report type and modified it to simulate updates where an expiration date of a credit card changes but not the token and vice versa.
• Modified FCC 477 report to improve performans and fix bad SQL statement. Also modified to not check AP radius setting if AP technology type is not wireless.
• Fixed CGI based portal endpoint to properly read its configuration file.
• Fixed alterplan so reason for non open state of sub services is set correctly.

• Added Dispatch.me implementation to the Customer Portal.
• Added support for receiving files from Dispatch.me.
• Added support for sending initial invoice to Dispatch.me. Invoice is sent upon the job start event or the invoice can be sent manually via a menu option from the Account page.
• Added support for receiving signed invoice as well as image files from Dispatch.me.

• Added support to import POPs, APs, and tickets.
• Added support for providing a clear text portal password for the User table during import.
• Added validation for POINT data in the import script.
• Fixed bug with duplicate values when a Service was closed.
• Fixed button error when showing the Billing Statement immediately after receiving and processing a payment.
• Fixed Save and New button error for edge data on a subsequent Save.
• Fixed Payment dialog so that payments may saved automatically by hitting the Enter key.
• Fixed filter for the sortorder in Refine Search on Invoice Fees.
• Modified file display in BillMax staff interface to original file name instead of internal name.
• For TowerCoverage generated entries in the List adcodes, set new item to "Allow Future Edits" and sort order equal to value.
• Improved FreeRadius provisioning script(bx_provision_radius.pl) to simplify edits for future use cases and added support for password-less (Auth-Type attribute) authentication and suspension.

• Enhanced Asset Search. Switching filters prompts a new search. If no results are found, an appropriate message is displayed.
• Added Cash Beginning Balances to the list of available funds when doing an "Existing Store Credit to Refundable Cash" operation.
• Fixed bug in upgrade script where pop mistakenly set for non Sale/Store Credit transactions.
• Fixed bug in upgrade script where fields empl and lastmodempl were not set in a new list entry.
• Added CIDR verbiage to Access Point Network/Netmask tool tip.

• Implemented API for retrieving usage data from Preseem.

• Added Asset to standard search dropdown.
• Added Tickets and Notes to Access Points.
• Added Search by AP to Refine Search for Services.
• Added Search by POP/AP to Refine Search for Users.
• Improved the type ahead on POP on user.
• Fixed Refine Search for POP on Services to use new POP table.
• Non US addresses are no longer submitted to USPS verfication.
• Fixed the listing of invoices on the Customer Portal.
• Moving Packages/Services associated with a User POP to new User that does not have a POP now alerts CSR to update target User POP when POP required for the Packages/Services.
• Fixed the handling of special characters in the Company Name when submitting addresses to USPS verification.
• TowerCoverage submissions now accepted regardless of address submitted, even if the address fails USPS verification.
• Fixed an uncaught invalid argument in the Check Service Availability funtion with moving to the Map tab.

CDR Billing (formerly VOIP)

• CDRs now classified for FCC purposes if applicable.
• Support for reporting (FCC 499A and FCC 499Q - basis of Safe Harbor, Traffic Study or Minutes) and passing through Federal Universal Service Fund (FUSF) and State Universal Service Fund (SUSF) amounts.
• Support for multiple sources of NPANXX data.
• Download of customer CDR data via the Customer Portal now available.
• If available, location descriptions displayed with CDRs. Either from NPANXX entries, preclassified CDRs or a Rate Deck.
• Support for preclassified FUSF CDRs and/or prerated CDRs.
• Support for precentage based upcharges.
• Support for an Account tax designation (Residential, LifeLine, Commercial, etc.) used to exempt customer from FUSF and SUSF assessments.
• Support for uploading binary CDR files.
• Support for exempting specific accounts from the Federal USF or a State USF.
• Rate Deck Detail entries are now displayed.
• Controls for CDR Display on a bill.
• Support for Voyant-EMI format CDRs.

WISP

• Point of Presence (POP) migrated from a list to a table allowing more metadata.
• APs supported as a separate object.
• Map service by POP is now map service by AP.
• Support for RADIUS group types.
• Support for checking if service and what technology is available for a customer.

Other

• Updated the underlying technology (JQuery, bootstrap) for BillMax Staff Portal and Customer Portal in support of PCI Compliance.
• Support for Promotions for a given time period. Referral amounts can be chosen at the time of service creation.
• Support for Invoice Fees - a percentage-based fee that will be added once for each invoice based on the positive sum of transactions.

Routine Enhancements and Repairs

System Email Templates

• System notices no longer sent with the BillMax system user as the sender.

Billing

• Using the Staff Portal, may now specify the conditions under which CDRs are displayed on a bill.
• Processing future financial documents when a Billing Statement is deleted now works correctly.
• Deleting a transaction no longer automatically flags an Account for document sending.
• Combined Billing view no longer dependent on order of transactions in database.
• Using the Stall Portal, may now suppress "Service Name" line on bill by Product Definition.

FCC 477

• Coverages no longer generated for non-terrestrial fixed wireless.
• VOIP services over third party infrastruction may have Technology Code set to Not Applicable for FCC 477 purposes.
• "Other" wire based technology now included in FCC 477 report.
• VOIP no longer included in deployment section.

Customer Portal

• Editing a device no longer generates a syntax error.

Other

• Improved performance when searching for Accounts, Users and Services.
• Price Change for Item Definitions and Recurring Service Fee Definitions now supported.
• Zero dollar billing for VOIP no longer displayed if option to suppress it is set.
• Queue setting for email protocol now has a default.
• dbck no longer reports Services that have an enddate less that the next service bill date as being past due for billing. Important for Postbill scenarios.
• Note added to payment reversal when moving payment to new account.
• dbck now validated Account guarantor.
• Index for Account guarantor added.
• Account guarantor added to Account listing.
• Generation of self-signed certificate for Remote Applications simplified.
• Selection of Service Level Agreement Priority now works correctly.
• Implemented filtering of Products by Account Class and Technology at Service location for both the Staff and Customer Portals.
• Expance Account referral code to 255 characters.
• Added additional metadata to document XML to support additional Location based billing presentations.

System Email Templates

• Testing of System Email Templates expanded to more templates. Emails sent immediately when testing.
• Payment Reminders now sent with correct due date.

Scheduling

• Company and customer name added to Calendar display.
• Edits to Appointments on the Assignee calendar may now be saved.

Remote Applications

• Edge service now may be stopped and started from the Staff Portal. Warnings issued/activity prohibited when installing a new license or new AES key and the edge service is running.

Customer Portal

• Bank Account Payment Methods no longer corrupts bank account number when editing fields other than the bank account number.
• Option added to notify customer that the Customer Portal is in "Maintenance Mode".
• Added checks to prevent duplicate accounts.
• Non UTF-8 characters no longer submitted.
• Expiration Date now checked when a Credit Card is added.
• System Email Template "CustomerConfirmation" may be sent to customer for a new Account/Order.
• P.O. boxes not allowed in the first address line for the location address.
• Country must be specified as 3 characters.
• Option added to require at least one payment method.
• API modified to stop unauthorized removal of payment methods.

VOIP

• Local Calling Guide endpoint changed from http to https.
• Listing of VOIP Plans now contains all fields.
• Logging of CDRs not loaded added.

Ticketing

• "NEW" button for Ticket Messages no longer disabled after authoring a message.
• Sort Order for Issues and Resolutions now honored on the Ticket.
• Queues that are discontinued no longer show up as an option.
• Characters now rendered correctly for UTF-8 characters that displayed as a black diamond.

Billing

• Date range of a posted Sale or Store Credit may no longer be edited.
• Consider settings that propogate from an Account to User to Service. If a setting is set on a child object, it is no longer overwritten by the setting on the parent object unless the parent object setting changes. Specifically, "Sales Return To Be Given When Opening" on a Service is now preserved unless the setting on the Account or User is changed.
• No longer get "Account Update Error" when billing a disconnect fee during nightly processing.
• Taxes and Fees now itemized for Credit Reversals on the PDF.
• Refunds made through credit card or e-check transactions may no longer be deleted.

Other

• Testing of System Templates expanded to more templates. Emails sent immediately when testing.
• Projected Suspension Date now takes into account Grace Date.
• Warning now given on payment entry form when saving payment that is not Cash, Check or Money Order.
• Warning issued when taking a Profile out of service but the Profile is the default Profile for a Virtual Company.
• Input fields for Account, User and Service numbers are now hidden for existing Accounts, Users and Services.
• Defaults for "Use In Web Portal" for Profile Documents now set when creating a new Profile.
• Facility to move a Payment Method between accounts added.
• Special Characters are now removed from Credit Card/Bank Account numbers.
• Simultaneous entry of bank deposits no longer creates database inconsistency.
• Staff Portal pages checked with XML and HTML validation resulting in some cleanup.
• Bank File interface modified to allow repeated downloads.

System Email Templates

• Automated payment reminder emails are now available.
• HTML presentation for Email Templates now supported. See Create/Edit an Email Template.

TowerCoverage - EUS Submissions - See TowerCoverage.

• Logging now available.
• Latitude/Logitude used and tagged as TowerCoverage.
• Census information populated on User creation.
• Submissions without Link Analyses are captured.
• Can specify different Queues based on Link Analyses availability.
• Best Time/Method to contact added to Ticket.
• How Did You Hear About Us now captured as BillMax Adcode on Account with optional remapping.

VOIP

• Frontier CDRs supported.
• NetSapiens Advanced CDRs supported.
• CDR Listing added.
• Future CDR Billing Report added.
• Multiple CDRs for one call handled.
• BillMax CDR now include answer time.
• VOIP plan may now be marked as "Do Not Bill" for testing purposes.
• Capability to not show a zero amount Sales for Plan billing added.
• Bill Usage action added to an Account to assist in VOIP testing.
• Bill Usage action added to an Service Usage Plan to assist in VOIP testing.
• Functionality to delete CDR file and related CDRs when the CDR billing impact is not finalized.

Service/Package/Item Definitions

• All billings for a Package may now be rolled up into a single line for bill presentation purposes. Tax Items are still listed individually.
• Capability to add a table of additional information to a Sale by Service Definition
• Capability to schedule and execute Price Changes by Service Definition

Other

• Financial Close Date may now be specified.
• Projected Suspension Dates are now calculated and stored along with a new Projected Suspension report.
• USPS address verification now supported.
• Automated monthly Statements to overdue Invoice customers now supported.

IIF Export

• IIF export limited colon delimited export values to 31 characters. It now limits export values to 31 characters per level.
• IIF export for Service Definition now uses Name rather than Billing Description.
• Functionality added to allow removal of "BillMax:" from Income Accounts in IIF file.
• Payment Reversals are now booked as Refunds rather than General Ledger entries due to a bug in QuickBooks that occurs when running a Cash based Balance Statement if G/L entries are used.

Ticketing

• manageFiles now handles Ticket Escalation files.
• Message Inbox performance improved.
• Error when loading large message fixed.
• User/Service Location information added to Ticket Notifications.
• Added Preferred Method/Time for Contact.

Customer Portal.v2

• Reset password now sends email to Customer.
• Delayed billings until Service activation are now marked.
• Zero sales price for items in Shopping Cart now handled.
• New Ticket may be created on new orders.
• Setup fees now handled during ordering process.
• Maximum login failure attempts now honored.

Other

• Deleting an Appointment now deletes related Notes.
• Index on ticket table improved resulting in quicker Account page loads.
• Functionalitly added to allow removal of "BillMax:" from Income Accounts in IIF file.
• Suspend by Overdue Service now uses Account Profile Overdue Minimum Amount for testing purposes.
• No longer allowed to create a Sales Return Invoice with an effective date before the Original Invoice.
• FCC 477 report no longer include Prospective Services.
• FCC 477 report no longer duplicates data due to fiber deployment.
• LCG lookup no longer fails when key is non-numeric.
• Permissions checked for Account Immune and a Note written when changed.
• Billing Statement load time reduced for existing Billing Statements.
• Tax Items now have a Billing Label.
• Mapping azimuth is now correct.
• XML for Documents now uses numeric codes for entities.
• Cloning a Service Definition now adds "_CLONE" to the Name field rather than the Billing Display.
• The "&" sign is converted to "and" for First Name, Last Name and Company when credit card and or e-check information is submitted to IPPay.
• Numbering for Billing Statements now preceded by a "B" and for Invoices now preceded by an "N" to allow end customers to differentiate between them when entering into accounting systems.

Display

• Display fieldset size normalized by row for various pages.
• Display of fieldsets for each Staff member customizable for Accounts and Users, both visibility and order of display.

Ticketing

Staff Portal Enhancements

Staff Portal Repairs

• Interface no longer disabled when an invalid geocode function is entered in Global Options.
• Padding added to input fields so that cursor visible across browsers.
• JavaScript error no longer occurs when closing the Preference dialog.
• Manual allocations now include tax amounts.
• Sale/Store Credit allocations no longer display broken link.
• Eliminated use of double quotes or backslashes in the Product Definition Name and Billing Display.
• Ampersand in the Product Definition Name and Billing Display no longer causes display or editing issues for a Product.
• The Account Profile default Tax Regions is now honored when creating a new Account and changing the Account Profile.
• Account Profiles that are not Available and not in use by an existing Account are no longer displayed when viewing the Account.
• Printer Display on Dashboard now functions correctly on Internet Explorer.
• Search by Service Name in Payment entry now works.
• Restart of customer portal is no longer required when new license is entered.
• Use of service definition's "Use user loginid and password" option no longer unconditionally updates service values when user is updated.
• Some service definition provisioning flags are not yet available. These are now hidden until implemented.

Backend Enhancements

• FCC 477 report now properly supports fiber. Deployment location for fiber is the same as the subscriber location.

Backend Repairs

• Credit card identification now include new Master Card Bin number.
• Implemented FOP workaround to keep FOP from crashing when generating PDFs.
• Credit Card processing error handling improved. System errors no longer disable processing retries.
• Divide by zero error no longer occurs for Tax Groups with multiple Tax Items that have a zero tax rate.
• CIM processor module now handles data containing a single quote.
• Force the use of TLS 1.2 when connecting to Authorize.Net.
• Install log (main) now saved in pkg directory.
• List of yum package dependencies updated.

General

• Accepted credit card types can now be configured. Set availability in cctype list.
• In new portal, utilize embedded image data when referenced in documents instead of URLs. This simplifies the setup.
• Added new one page sign up option in the new portal.
• Added option to display a system message in the new portal when the customer logs in. See "Customer Notice" in "Remote Application Setup"
• New portal no longer uses the user administrator setting on the account. This decision may be revisited so this field will remain on the account until a final decision is made or the new portal is updated to use this feature correctly.
• Added new templates for forgotten portal credentials so both customer portals may be used at once (to facilitate the transition).
• Speed of new portal SVN install improved by moving vendor directory out of SVN.
• Improved self service of devices in new portal. This includes a new package flag to propagate package variable changes to underlying services.

Customer Portal Repairs