| Version Date | Details |
| 04/01/2025 | BSAO: When users search for a UB account on BSA online using account number, leading zero's are no longer needed. However, if the setting to use exact account numbers is enabled, the entire account number will need to be entered. |
| 04/01/2025 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2025 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2025 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2025 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2025 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2025 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2025 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/16/2024 | | General | | - | Corrected Issues with SFTP'ing Invoice Cloud files. |
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| 07/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2024 | | Reporting | | - | Corrected Printing of custom reports where calculated fields and images were not printing correctly. |
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| 05/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2024 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2023 | | Reporting | | - | The 6/15 update caused an issue with calculated fields in custom reports. We have pushed a new update out, dated 7/1, that corrects this. Please install this latest update for all .NET applications., following your municipality's protocol. |
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| 06/15/2023 | | New Features | | - | There is now a Filter button on the Abnormal Usage Manager, which will allow users to filter out accounts with the different Abnormal Usage messages. |
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| 06/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2023 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2022 | | General | | - | Addressed reporting issue for calculated fields |
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| 08/01/2022 | | New Features | | - | Added Online Payment Type and Online Payment Channel columns to Account Receipt table |
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| 07/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2022 | | New Features | | - | Added History Action filter to Balance Manager History Billing Item Export | | - | Added an Abnormal Usage Manager under Tasks. This new process will allow users to Export Reads, Print Abnormal Reports and Edit Reads. This process acts very similar to the Enter Meter Reads En Masse task. |
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| 03/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/02/2022 | | Reporting | | - | Fixed report issue when generating PDF files |
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| 02/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2022 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2021 | | Reporting | | - | Added an option "Print receipt report" from Internal Payment Proces, which will allow a user to print the newly created 'Internal Payments Receipt Summary' report. |
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| 11/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2021 | | New Features | | - | UB Letters can now be stored in Laserfiche with proper integration setup |
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| 05/01/2021 | | New Features | | - | Added Customer Name column to process log viewer for bill calculation and other billing processes |
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| 04/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2021 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/11/2020 | | General | | - | Due to an issue we have found witih the Water Relief export, you will need to run the program update and then re-run the export |
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| 09/02/2020 | | New Features | | - | For those that have inquired, we will be sending out documentation. For those that haven't inquired, please contact us for documentation. |
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| 08/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/15/2020 | | New Features | | - | There is now a Move-Out date column on the Address References screen |
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| 07/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2020 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2019 | | New Features | | - | Added a Common Utility titled "Remove Account Flag Text" |
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| 12/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2019 | | New Features | | - | Ability to send an individual account to Invoice Cloud via Current Bill screen |
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| 07/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2019 | | New Features | | - | Ability to send ACH reminder emails via the ACH Export screen | | - | Print Prior Bills can now be ran via Tools from History Table |
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| 04/01/2019 | | New Features | | - | Account numbers are now added to the body of emails during the email bill process |
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| 03/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2019 | | Journalization Changes | | - | Corrected issue when trying to create Pooled Cash Fund Entries |
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| 02/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2019 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2018 | | New Features | | - | Ability to email a receipt from the History screen |
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| 09/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/15/2018 | | New Features | | - | Option to set User Fields to either Free Form or Strict Lookup |
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| 07/01/2018 | | New Features | | - | Ability to add a scheduling restriction with a recurring work order option (etc. weekly, daily, monthly) | | - | New Add icon on the Meter Inventory Table which allows a meter to be added withouth having to link to an account. |
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| 06/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/01/2018 | | New Features | | - | New Option in Program Setup - "Post Single General Ledger Entry in Detail" | | - | Change attachment type after attachment has been added. | | - | "Remote installed" date now included in the Beacon Data Exchange meter export. | | - | Invoice Cloud customers - new ability to turn off ACH process through Utility Billing | | Other | | - | The Refund Deposits en Masse tool now considers late charges when determining how many penalties an account has had within a certain time fame. | | Reporting | | - | Aged Accounts Receivable Excel (by Date) report added under the Account Reports category. |
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| 05/15/2018 | | New Features | | - | Added the ability during the Delinquent to Tax process to exclude accounts. | | - | Ability to temporarily exclude accounts during the penalty process. | | - | Ability to run a Service report from the Read Verification Utility | | - | Added ability to add attachments in Payment Plans and Comments screens. |
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| 05/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/02/2018 | Corrected issue with errors when running the meter generic export and meter reports. |
| 03/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/15/2018 | | General | | - | Maintain last used settings, per work order, when adding a new WO. | | New Features | | - | The "Hide Rates" option has been modified to automatically set any rates that are inactive to not be displayed thought the application when viewing the list of rates. For example when adding a new billing item, a work order with fees, or final bill fees, the rate selection list will only display current active rates. |
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| 02/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/15/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2018 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2017 | | Program Security | | - | Added a security option to enable/disable access to check the "Check for AM/PM/Daily Limits" check box. This option is located under Administration > Users > Security Settings > Work Order > "Use Check AM/PM Limits". |
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| 07/19/2017 | Corrected issue with errors not displaying on the process log viewer during the payment import process. |
| 07/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 06/02/2017 | Corrected the errors generated when creating history entries through the Past Due / Shut Off Wizard. |
| 06/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2017 | Corrected encryption/decryption issue with ACH account numbers longer than 15 characters. |
| 05/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2017 | | General | | - | Updated the icons on the Payment Plans screen to better reflect the status of a payment plan. | | New Features | | - | Added the option "Don't print accounts with a zero balance" on the Mass Bill Email Form. When this option is checked, the program will not send e-mails of Regular Bills that have a zero dollar balance. Please note this option is not available when e-mailing Group Bills. | | - | Attachments can now be added to residents through the attachment toolbar button on the Resident Edit screen. |
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| 02/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2017 | | New Features | | - | Added an option to display a warning if a meter has the potential to rollover when estimating meters. This option is located under Program Settings > Billing Settings > Meter Reading > Meter Rollover Options. When this option is checked, the program will look to each meter's Rollover Dials field and prompt the warning when an account's estimated read length is longer than the number entered on the Rollover Dials field. The Rollover Dials field is located on the Meter Information Screen and must have a number greater than 0 to generate the warning. |
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| 01/15/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2017 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2016 | | New Features | | - | Added a filter in the Account Template to hide inactive rates. |
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| 12/01/2016 | | New Features | | - | Added the option to copy FlexNet ID numbers to the new meter when performing a meter change. This option is located under Program Settings > Meter Settings. | | Program Security | | - | Removed the ability to delete deposits to maintain accuracy of deposit balances and journal entries |
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| 11/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2016 | | New Features | | - | A new icon was added to the current bill screen to denote when an item is currently not set to bill due to the dates entered on that billing item for Start/Stop billing dates. They new icon will appear as a yellow triangle with an "!" in it. |
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| 10/01/2016 | | New Features | | - | Added table filters and an Excel export feature to the Accounts, Account Work Orders, Account Billing Items, Meter Inventory, and History tables. |
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| 09/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/15/2016 | | General | | - | Added Cell Phone column to the Resident Table. |
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| 07/01/2016 | | New Features | | - | Fees added via the Final Bill Wizard will now default to the dollar amount set as default on the billing item. | | - | Added the ability to reprint Utility Bills from AMG. |
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| 06/15/2016 | | Program Security | | - | Added user security to Manually Spread Payments. |
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| 06/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2016 | | General | | - | Added customer's email address to the Generic Bill Export V3. |
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| 02/15/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 02/01/2016 | | General | | - | Added fields for tracking Radio Installed and Remote Installed dates to the meter information screen. |
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| 01/15/2016 | | New Features | | - | Added ability to set Online Receipting distributions on billing items. |
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| 01/01/2016 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/15/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 12/01/2015 | | General | | - | Made improvements to the Payment Plan View. |
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| 11/15/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 11/01/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/15/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 10/01/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 09/15/2015 | | General | | - | Resolved reporting issue with the previous 9/15/2015 update. Reports with calculated fields, images or tables should be corrected automatically, unless the form was edited and saved using the previous 9/15 version. |
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| 09/15/2015 | | New Features | | - | Added option to "Send bill directly to printer when using 'Quick Bill Print'" to My Preferences. |
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| 09/01/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/15/2015 | | New Features | | - | Added a Start Billing/Turn-on Date to the Account Billing Item Setup screen. This can be used to prorate individual billing items when added to an existing account during a billing cycle. |
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| 08/01/2015 | | General | | - | Added the Location ID and Service Address fields to the Balance Manager History Billing Item export. |
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| 07/15/2015 | | General | | - | Scheduled Update: No specific feature changes. |
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| 07/01/2015 | | New Features | | - | A new excel export option was added to the Balance Manager that will allow you to filter Historical billing information based on billing item name and/or rate name. |
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| 06/01/2014 | | General | | - | Scheduled Update: No specific feature changes. |
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| 05/15/2014 | | Other | | - | Added "Default Chart view/print range" to the History Options screen. |
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| 05/01/2014 | | New Features | | - | Added User Defined Filter to the History screen. These can be set using the Tools button. |
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| 04/15/2014 | | General | | - | Scheduled Update: No specific feature changes. |
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| 04/01/2014 | | New Features | | - | Added the ability to send the read verification utility results to Excel. |
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| 03/15/2014 | | General | | - | Added 5 new meter user fields. | | New Features | | - | Added tool to purge old billing cycle control screens and a security setting for this option. | | Program Security | | - | Added security setting "View Audit Table" under category Database Options. This is defaulting to disabled. Any non-admin user will need this option enabled to view the Audit table. |
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| 03/01/2014 | | General | | - | Resolved issue where reminders were not displaying for the correct users. | | - | Made some slight changes to the Read Verification Utility. Option to show accounts without a valid read will now count reads with zero usage as valid. |
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| 02/15/2014 | | New Features | | - | Added the ability to add attachments to history lines. | | - | Added field 'last due date' to the V3 Generic bill export file at position 805. | | Other | | - | Added fields Last Payment Amount and Last Payment Date as available fields in letter templates. | | Reporting | | - | When using Snap to Grid and Draw Grid, when creating a new report, these options will stay when set. | | - | Added Location ID field for group bills. |
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| 02/01/2014 | | New Features | | - | Added the ability to set an estimate code via the Estimate Meters utility. | | Reporting | | - | Added option "Don't Print Accounts with a Credit Balance" to Group Bill formats. |
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| 01/15/2014 | | General | | - | Scheduled Update: No specific feature changes. |
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| 01/01/2014 | | Other | | - | Resolved issue with the Balance Manager History Register Export. |
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| 12/15/2013 | | New Features | | - | Added the ability to use an override receipting credit in the GL section table set up | | Other | | - | Pin number is now included in the Generic Bill Export V3. | | Reporting | | - | Corrected issue where changes would not save when editing a user report. | | - | The Balance Manager will now display types of adjustments in separate columns when doing the history register export. |
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| 12/01/2013 | | New Features | | - | Added ability to be able to designate which Account and Service user fields will copy to new accounts. This is set under Program Setup > Program Settings > User Fields. |
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| 11/15/2013 | | General | | - | Can now add multiple email addresses in the Resident Edit screen, when separated by a semicolon. |
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| 11/01/2013 | | General | | - | Added "GL Debit" account type to the Resident ACH setup screen. | | New Features | | - | Added Search Function to assist finding users in active directory list. | | - | Added the ability to reverse history entries in block by transaction detail in the Account History table. | | - | Added option to "Update GL #'s En Masse" to the General Ledger setup button of the Billing Item Setup screen. | | - | Added the ability to use flat budget billing. | | Other | | - | Changed the 'Perform search after the street number has been entered' to a user setting and not a database setting. | | - | The meter status is now populated to active-in-use when adding an account using an account template. | | Program Setup | | - | Added setting under Program Setup -> General Settings "When viewing meter read history, divide the meter read and usage by the usage multiplier." | | - | Added additional setup options for the debt item type billing items. | | Reporting | | - | Report Fixed-- Billing Item Set Up report now displays non-linked types correctly | | - | Report Added- Top 50 Gas Usage Consumed |
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| 10/15/2013 | | New Features | | - | Added Search Function to assist finding users in active directory list. | | Reporting | | - | Added ability to the print Current Usage Days on custom billing register reports. |
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| 10/01/2013 | | New Features | | - | Added ability to change PDF document quality to control PDF file size. | | - | Added Search Function to assist finding users in active directory list. |
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| 09/15/2013 | | New Features | | - | Created the ability to add a service address to your driving list from the main account screen
when using the driving direction feature. | | Reporting | | - | Added a date/time stamp to only reports that contain a report footer. | | - | Backflow detail will now print on the backflow valve report when using additional report options. |
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| 09/01/2013 | | New Features | | - | When emailing residents from the Resident Edit screen, the service address will now populate into the body of the email. | | Reporting | | - | Resolved issue where the Meter Usage by Account report was not honoring the date range used when printing from the Customer History screen. |
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| 08/15/2013 | | Other | | - | Deleting attachments will now complete successfully. | | - | Added Notes tab under the Resident Edit screen. These notes are attached to the resident record. | | Program Security | | - | Added report profile user security allowing you to specify users or groups that can or can't access the report profile.
| | Program Setup | | - | Program Setup>Program Settings>Billing Settings>Meter Reading>Don't copy Seasonal Usage information when creating a new occupant/account. This setting prevents the seasonal usage information from being carried over when a new account is created based off a current account through the Account screen or through the Final Bill Wizard. | | Reporting | | - | Added the ability to add watermarks to reports. The file must be .jpg and can be set in Program Setup | Administration | Global Report Watermark Setup. |
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| 08/15/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 08/01/2013 | | General | | - | When using location ID for searching, the ID listed in the Account Information section is now a searchable link. | | Reporting | | - | Resolved an issue where the Work Order report would not correctly print "Current Record" when linked to the Work Order program. |
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| 07/15/2013 | | Program Setup | | - | Under Program Settings>Meter Settings, there's a checkbox to "Allow Duplicate Route+Sequence #'s" |
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| 07/01/2013 | | New Features | | - | Added Email Address to the Set Fields option in the Resident Table. | | - | Customer and Resident name searches will now function on a "contains" basis. Ex: Search for "Joe" will return Joe Smith; Smith, Joe; Joe Clark, etc. | | - | Added field to Account screen "Past Due/Shut Off Wizard Process Message." Text entered here with be displayed when user "Reviews Accounts" in the Past Due/Shut Off Wizard. |
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| 06/15/2013 | | Reporting | | - | New Report under the Other Reports category, that list check requests sent to AP and their status. |
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| 06/01/2013 | | New Features | | - | Additional filters have been added to the View Scheduled Work Orders screen. | | - | An option has been added to the Post Payment En Masse to ignore accounts with a credit balance. | | Other | | - | Added Option: Program Setup->Program Settings->Billing Settings->Meter Reading->Allow decimals when computing Seasonal Usage.
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| 05/15/2013 | | New Features | | - | When the Service Address's Rental Unit is turned on, the accounts setting of Send Bill To will now transfer over to the new account during finals. | | - | Account and Service flag on an account will now scroll on the payment entry screen. | | - | When estimating meters, added feature to "Estimate reads with negative usage". |
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| 05/01/2013 | | General | | - | Added the column of 'Email' to the Resident table to display the email address listed on the resident. This is a sortable and searchable field. | | - | The "Advanced" option on the Calculate Penalties screen will now reset after each penalty run. |
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| 04/15/2013 | | New Features | | - | Under Work Order Setup>Scheduling Setup, new feature to allow Daily Limits for certain date ranges. For example, if you want to decrease the limit of Work Orders that can be scheduled on a half day of work, just enter the date range and the day's limit. |
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| 04/01/2013 | | General | | - | User will now receive a warning when deleting a meter record that is linked to an active account. | | New Features | | - | Added the ability to have the system add work orders to the accounts that gave errors or warnings when importing in meter readings. | | Reporting | | - | Resolved issure where the Adjusted Billed Usage was not reporting properly in the account details of the History Register (the report total was correct). |
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| 03/15/2013 | | General | | - | Scheduled Update: No specific feature changes. |
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| 03/01/2013 | | General | | - | Resident ID number is now a searchable field under the Resident Table. |
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| 02/15/2013 | | General | | - | Added feature to display the "Refund To" on the AP Check Request Information in history. | | Reporting | | - | Added the ability to add the parcel number field to a new report based off the Meter Usage by Account Report in History Reporting Category. | | - | A new report has been added under the Account Category named Top 50 Water Usage Consumed by Account & Print Group. This report references to the print group capabilities to group accounts together as a single entity on this report. |
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| 02/01/2013 | | General | | - | Resolved a display issue where the Amount Posted was not correctly displayed on the process log when an overpayment was being imported. The import process had no issues. | | - | The Work Order Type will now be displayed on the Account's Work Orders screen. | | New Features | | - | Added an option to "Print Receipt Register after importing payments" to the Payment Import process. |
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| 01/15/2013 | | Other | | - | On Current Bill screen, the ALT shortcut feature now uses ALT+L for Flag, ALT+N for Final, and ALT+C for Scan. |
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| 01/01/2013 | | New Features | | - | Option under Account Settings to "Clear account user fields when adding a new occupant". Clears Account User Fields when adding a new account through the account screen and the final bill screen. |
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| 12/15/2012 | | General | | - | Resolved issue with sending emails to "All Residents with a Valid Email Address" where an account without an email address would give an error. |
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| 12/01/2012 | | Other | | - | Resolved issue where work order email attachments were not being sent as PDF files. | | Reporting | | - | Added new Quick Bill Print button to the Current Bill Screen. | | - | Added report Meter Size Summary to Meter Reports. |
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| 11/15/2012 | | General | | - | In the Meter Inventory Table the column previously labeled "Status" is now labeled Meter Status to prevent confusion with the Account Status field.
| | Other Import / Export Changes | | - | Bill Export V3 is correctly filtering out minimum balance as requested.
| | New Features | | - | Feature of residents balance is now being displayed on the Resident Edit screen for a fast cross reference.
| | - | Feature added for CASS Certification out of the BS&A UB system at no cost. This feature does require internet access. Legacy export and import layout is still available in the system for units that require a 3rd party verfication. Tasks->CASS Certification Tasks->CASS Certify using BSA Web Service |
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| 11/01/2012 | Schema updates of all applications. No specific program changes made. |
| 09/04/2012 | | New Features | | - | When a Certification reversal is performed in history, the corresponding Certification is set to void and the balance of this entry is also reversed. Amounts are also reversed on the bill. | | - | Deposit transfer history entries are now created when a deposit is moved. |
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| 08/06/2012 | | New Features | | - | You can now view the CASS information for a resident ( click on 'Yes' or 'No' - located to the right of the 'CASS Certified' label ). |
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| 07/30/2012 | | New Features | | - | Two fields were added to the system to quickly allow you to disable penalty and/or interest calculation on account(s). Fields 'Penalty Exempt' and 'Interest Exempt' can be found under Current Bill->Setup Billing Items. By default these fields are unchecked. |
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| 07/25/2012 | | New Features | | - | Three icons are now associated with billing items on the Current Bill screen. They were added to help users quickly identify the classification of the billing item(s) ( classifications: linked, non-linked, and do not bill ). |
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| 07/13/2012 | | General | | - | An issue was found/fixed in regards to adding a new occupant. If any of the associated meters on the parent account had a read multiplier of 0, the system would set the initial read in history to 0 ( read * 0 = 0 ). Just to note, the read on the service itself was correct - only the history initial read was incorrect. |
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| 07/13/2012 | | Reporting | | - | Several account fields were added to the backflow report filter options window ( active accounts only, cycle, route, section, class ). |
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| 07/09/2012 | | New Features | | - | The ACH status of the current customer is now displayed in the first page of the final bill wizard ( next to 'ACH End Date' ). This will help to determine if the ACH service needs to be inactivated for the customer. |
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| 06/07/2012 | | Reporting | | - | A report named 'Delinquent Tax Notice - Multiple Recipients' was added to the system. This report will send notices based on the 'send notice to' field(s) on the account. So up to 4 residents (per account) may receive this notice - similar to bills and past due/shutoff notices. Only accounts that have a delinquent tax amount will be included in this report. |
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| 05/18/2012 | | New Features | | - | You may now adjust the previous read on service(s) in the quick bill calculation window by clicking the 'Adj' checkbox associated with the service(s). You can only alter the reading if: a) the service is metered, and b) if the current read in the adjustment dialog, which is pulled from history, equals the previous read on the service ( this prevents the service from getting out of sync ). |
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| 05/15/2012 | | General | | - | The 'size' field associated with a backflow valve was associated with meter size setup values. This has been changed to allow the size of backflow valves to be different from meter sizes. |
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| 04/19/2012 | | Reporting | | - | You can now sort backflow reports. The backflow report population now includes marked and block. | | New Features | | - | A tool to 'clear flag text' was added to the flag window ( under Tools ). | | - | You may now edit backflow valves directly from the backflow table by double clicking on the item. |
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| 03/30/2012 | | New Features | | - | When adding a fee during the work order wizard, the system now sets the work order fee amount as the default rate amount for the billing item ( if a default rate is setup for the billing item; the default rate for the item must also be a flat/fixed rate ). You can override this default amount if need be. |
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| 03/30/2012 | | Reporting | | - | A bug was reported and fixed in regards to the aged accounts receivable by date report. In some instances 'balance transfer' entries weren't being factored in properly. |
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| 03/07/2012 | | General | | - | When transferring information to a landlord ( in the final wizard ), the program wasn't creating a history entry for the new/initial read. This is no longer the case. | | Reporting | | - | A bug was reported in regrards to the Account Flag report. This issue has been resolved. |
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| 03/05/2012 | | New Features | | - | A feature to calculate a penatly minimum by penalty/interest table was added. | | - | A new generic bill export was added ( version 3 ). |
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| 02/21/2012 | | General | | - | Enhanced email address verification logic was added to the system. Email addresses are now verified when entered into the system and during the actual email process. | | - | Performance modifications were made to the mass email bills and notices process. The process will finish 2-10x faster now. |
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| 02/16/2012 | | New Features | | - | A utility to purge un-linked meters was added. This utility can be found under Utilities->Archive / Purge Utilities->Purge Un-used / Un-linked Meters. |
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| 02/16/2012 | | New Features | | - | A field titled 'Stop Billing / Disconnect Date' was added to the account billing item window. This allows you to stop billing for a particular account billing item in advance. When the account is billed, the billing from/to dates are used to determine whether the item falls within range. If the disconnect date is less than the 'billing from', the item will not be billed. If it falls within the 'billing from / to,' it will be billed and prorated (if applicable ). If the disconnect date is greater than the 'billing to', it will bill as it normally would. |
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| 02/16/2012 | | General | | - | A quick mark bug was reported and fixed. This bug only applied to the Account Service view/table. |
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| 02/03/2012 | | General | | - | Added 4 user definable fields to the backflow valve edit window. | | - | A tool was added to the service address flag edit window to create a comment using the service address flag text. | | - | The ability to create account flags was added to the delinquent tax export process ( under 'Other Options' ). |
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| 01/25/2012 | | Reporting | | - | A report to list service address flags by account was added. This report can be found under the Account report category. |
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| 01/20/2012 | | General | | - | The legal desription was added to the program. It can be found in the service address edit window. |
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| 01/13/2012 | | General | | - | A warning will now appear if you enter a due date or past due date that's prior to the billing date ( in the cycle manager only ). | | - | A default 'Tax Table' was added to billing options under program setup. The program will use this tax table when adding a new account - not to be confused with a new occupant. |
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| 12/28/2011 | | Reporting | | - | Added a few items to adjusted bills ( graph logic, prior usage amounts, and the 'if late amount' ). |
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| 11/08/2011 | | New Features | | - | A tool to aid in bill calculation adjustments was added to the system. You can access this feature by right clicking on a bill calculation history entry and selecting 'Quick Bill Calculation Adjustment'. From here you can change usage, rate, and unit information and recalculate the original bill. Clicking on 'Save' will make the proper bill adjustment entry. |
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| 10/20/2011 | | General | | - | Customer name and service address hot keys were changed to match the Assessing program. The customer name search is now F6, and the service address search is now F7. |
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| 10/19/2011 | | Reporting | | - | Adjusted bills are now printed with more detail. This includes the printing of all original billing items along with the adjusted billing items. Usage is also displayed for original and adjusted items - if applicable. |
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| 10/18/2011 | | New Features | | - | The 'audit' button is now displayed when editing a meter from an account / service. |
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| 10/17/2011 | | New Features | | - | User fields column labels now use the overridden user field name in table views ( if applicable ). |
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| 10/06/2011 | | New Features | | - | A check box was added to bypass the resetting of the 'temporarily exclude' flag(s) upon exiting the wizard. If you uncheck 'Reset temporarily exclude flag(s) upon exiting the past due / shutoff wizard', the system will not clear the exclude flags from the accounts selected ( this checkbox is located in the past due / shutoff wizard ). These flags will remain set the next time you run the wizard. |
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| 10/05/2011 | | General | | - | A utility to re-generate sequence numbers was added ( Utilities->Re-Sequence ). |
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| 09/29/2011 | | New Features | | - | The ability to create offsetting ach debit and credit entries by item was added. The checkbox to enable this is under Program Settings->ACH Settings. You also need to assign a ach group name + group account # for each billing item ( click the 'Advanced' button in Program Setup->Billing Items ). |
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| 09/28/2011 | | New Features | | - | You can now add up to two additional attachments to be sent along with emailed bills or notices. Your email service must be updated in order for this feature to be enabled ( otherwise the attachment buttons will be disabled ). |
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| 09/27/2011 | | New Features | | - | An option to email past due / shutoff notices was added to the past due / shutoff wizard. |
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| 09/21/2011 | | General | | - | The email service setup window was changed to allow for easier troubleshooting and verification of databases that are monitored. |
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| 09/21/2011 | | Meter Import / Export Changes | | - | A bug was reported in regards to the option 'export one account per service address'. This option wasn't working properly in all cases. This issue has been resolved. |
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| 09/16/2011 | | General | | - | The work order lookup button on the past due / shutoff wizard was not working. This problem has been resolved. |
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| 09/14/2011 | | Meter Import / Export Changes | | - | Usage is now calculated for services that weren't imported ( e.g. inactive accounts, final accounts, services with do not import read checked ). This usage (and the read) is not actually stored on the service, it's simply used to reporting the correct usage in the process log viewer. An example of utilizing this is looking to see if inactive services have non-zero usage. |
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| 09/02/2011 | | Reporting | | - | Three new email options were added to the history screen ( email prior bill, email adjusted bill, and email past due/shutoff notice ). |
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| 08/26/2011 | | Reporting | | - | The logic used to determine last years usage for services was altered. The new logic is more accurate at selecting last years billing period. |
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| 08/24/2011 | | General | | - | The system now checks for duplicate account #'s during the final wizard ( if you don't allow duplicate account #'s ). |
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| 08/24/2011 | | General | | - | The ability to print adjusted bills was added. This can be done by right clicking on the adjustment entry in history, and then selecting 'Print Adjusted Bill'. |
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| 08/24/2011 | | General | | - | If you have elected not to allow duplicate account #'s, the system now verifies the account number that's entered in the 'Add Account' dialog. If the account number is already in use the system will force you to choose another one. |
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| 08/24/2011 | | General | | - | A zero read warning will no longer display if you enter a decimal read between .01 and .99 ( in the Service Edit screen ). |
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| 08/22/2011 | | General | | - | The meter status is now being set back to 'Active-In Use' when a meter change is reversed. |
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| 08/22/2011 | | Reporting | | - | Advanced filters were not working correctly with backflow valve reports. This issue has been corrected. |
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| 08/15/2011 | | General | | - | Quick search buttons in UB.Net were changed to match Assessing.Net ( F5, F6, F7 vs. F4, F5, F6 ). |
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| 08/11/2011 | | General | | - | A feature to temporarily exclude accounts from the past due / shutoff wizard was added. You can click the 'Review Accounts' button inside of the wizard to view accounts and to set the 'temporarily exclude' flag for account(s). |
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| 08/09/2011 | | General | | - | A utility was created to remove unused / unlinked service addresses. Only service ddresses that are not linked to any records ( account, meter, backflow, tap ) will qualify. This item can be found under Utilities->Purge Utilities. |
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| 08/08/2011 | | General | | - | A field was added to the final wizard that allows you to change the "Final Processed" history entry line to reflect something different. |
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| 08/03/2011 | | Reporting | | - | A checkbox to exclude print group accounts was added to the bill printing window. |
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| 08/01/2011 | | General | | - | This issue only happens when multiple payments are taken in through the UB system: The 'Posting to GL' message was displaying every time after a credit transfer occurred. Nothing was actually being posted, but the message was still being displaying. This issue has been corrected. |
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| 07/22/2011 | | General | | - | When adding a billing item to an account, the system will fill out the amout due with the associated rate when a billing item is selected ( presuming a flat rate is associated with the billing item ). |
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| 07/07/2011 | | General | | - | An archiving bug was found / fixed. |
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| 06/21/2011 | | Reporting | | - | Current billing amounts are now decremented from the billing totals log if a bill is not sent to ANY of the residents on an account. |
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| 06/17/2011 | | General | | - | A parcel verification utility was added to the 'Utilities' menu. This process will search the Assessing system and report any parcels that don't exist in UB ( and vice-vera ). |
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| 06/14/2011 | | Reporting | | - | Logic was added to utilize less memory when printing bills to a pdf file. | | - | Account information is now gathered for history comments when printing reports ( the account # is no longer blank on comment reports ). | | - | The field 'comment type' was added to the comment report options window. This allows you to filter by comment type; to include account, service address, and history. |
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| 06/13/2011 | | General | | - | A bug was reported when changing a comment type from a history to a account based comment. The program now allows comment type switching from Account->Property or Property->Account only. You can switch the type by clicking on Tools->Change comment type. |
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| 06/07/2011 | | Reporting | | - | All setup reports are now sorted by their name or code ( e.g. bank code list is sorted by bank code, street code list is sorted by street code, etc ). |
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| 06/07/2011 | | Calculation Changes | | - | A new meter and rate type was added -- Power Factor. This is a special electric based type of billing. |
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| 05/27/2011 | | Reporting | | - | History reports were optimized to run quicker. |
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| 05/17/2011 | | Other Import / Export Changes | | - | The program was ignoring the 'Send shutoff notices' and 'Send past due notices' flags on the account when exporting past due/shutoff info to a file ( for printing company ). This issue has been resolved. |
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| 05/13/2011 | | General | | - | An option was added to the history screen to move/transfer a receipt. The system reverses the original receipt and then moves/posts the receipt to the new account. This process will handle any journalization that may be required ( if the original receipt was journalized the reversal will be journalized and so will the transferred receipt ). |
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| 05/04/2011 | | General | | - | Account reminders were added to the system. You can add/edit/view these reminders when the 'Account' folder is highlighted. |
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| 04/28/2011 | | Other Import / Export Changes | | - | The billing from / to dates were changed in the file to reflect the 'use the read dates as the billing from/to' flag (if checked). Before this change the dates always reflected the cycle billing from/to dates. |
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| 04/15/2011 | | Reporting | | - | Report 'Top 50 Electric Consumption List' was added to the system ( Account Reports ). |
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| 04/13/2011 | | Reporting | | - | Michigan Department of Treasury Form 165 was added to the history report category. |
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| 03/30/2011 | | General | | - | The row image in the process viewer was consuming too much memory and was causing issues for a couple units. This image was removed. The system now paints each row according to it's status ( warning = yellow, error = red ). |
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| 03/28/2011 | | General | | - | A bug was reported when adding a new resident using the 'Add new, copy from existing' routine. This issue has been resolved. |
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| 03/24/2011 | | General | | - | A customer brought a ACH prenote bug to our attention. If you have a valid ACH customer w/o prenote information that's linked to multiple active accounts, the system would export the customer's first account correctly ( pre-nonte only ), but all subsequent accounts would be treated as being prenoted already ( payment posted ). This issue has been resolved. |
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| 03/24/2011 | | Reporting | | - | The system will not print the 'if late amount' on bills if the past due date is prior to today. The old logic would print the 'if late amount' if the past due date was prior or equal to today. |
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| 03/21/2011 | | General | | - | A new generic bill export format was added - 'Generic Bill Export Format #2 . This is an extended version of the original / Format #1 layout. It contains more space for future use along with historical meter data. If you elect to use this new version, please contact your printing company and let them know that you're using a slightly different format ( new data was appended to the end of each row, so the first 6570 characters are the same ). Please email support if you need the file layout for either version. |
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| 03/16/2011 | | General | | - | History comments are now displayed in the account comment screen. | | Reporting | | - | Print button added. Clicking this button will print all account, service address, and history comments associated with the account. |
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| 03/15/2011 | | General | | - | This program now supports the Intelligent Mail Barcode (IMB). This barcode will be replacing the current Postnet barcode, and it must be in place by May 2011 in order to qualify for automation prices. If you occasionally perform the CASS export and import, then you most likely fall into this category. For more information on the setup of the barcode, please go to 'Program Setup->Program Settings->Billing Settings->Barcoding' and click the 'Intelligent Mail Barcode Setup Button' ( you must first check 'Print Intelligent Mail Barcode..'). There is a link to the USPS website and two video links to aid in this process. |
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| 03/03/2011 | | General | | - | The resident table was added to the generic export. |
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| 02/25/2011 | | General | | - | You can now enter a read comment when adjusting the previous read. |
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| 02/11/2011 | | General | | - | A work order scheduling bug was reported ( when checking for existing time conflicts ). This issue has been resolved. |
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| 02/08/2011 | | Reporting | | - | A print button was added to the account receipt screen. Clicking it will print all receipts for an account. |
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| 02/08/2011 | | General | | - | The program icon was changed. |
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| 02/08/2011 | | General | | - | History charts now display the data values at certain points on the graph. |
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| 01/26/2011 | | General | | - | This new feature can be found under Help->Contact Customer Support->Request Support Phone Call. |
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| 01/25/2011 | | Calculation Changes | | - | An option was added to the service screen ( Options ) to denote if the service is a remote deduct service. This option is intended to remedy remote deduct issues when a sub account is finaled out of the normal billing cycle. |
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| 01/21/2011 | | General | | - | A field to display the amount remaining to spread was added (for manual spread payements). |
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| 01/19/2011 | | General | | - | The system wasn't correctly using the user defined history date criteria when running the 'Purge Accounts' utility. This issue has been resolved. |
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| 12/22/2010 | | General | | - | A tab titled 'Linked App. Info' was added to the main account screen. You can view information for Tax and Assessing if you are linked to them (and if you have a valid/matching parcel number on the account). |
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| 12/09/2010 | | General | | - | A flag titled 'Don't allow duplicate meter serial #'s' was added to the 'Meter Settings' window. As the name suggests, it prevents duplicate meter serial #'s for being entered. |
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| 12/07/2010 | | General | | - | The system now creates audit entries when emailing bills to residents. These audit entries can be referenced from the resident or the account. Information included in the audit entry: email address, resident name, account number. |
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| 12/07/2010 | | General | | - | A utility to purge un-used / un-linked residents was added (Utilities->Archive /Purge Utilities->Purge unused / unlinked residents). |
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| 12/07/2010 | | General | | - | The system was generating a negative read in history when changing a meter with negative usage multiplier. The reversal entry was also incorrect. But the usage was correct in all cases; it just looked odd in history. |
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| 12/06/2010 | | General | | - | This only applies to those who use a surcharge billing item (very few units use this). If a billing item has the 'do not alter current amount' flag checked, the system would not calculate the surcharge fee for the item(s). This issue has been resolved. |
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| 11/23/2010 | | Reporting | | - | The ability to use account fields for this report category added. |
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| 11/22/2010 | | General | | - | The 'name2' field was added as an index/sort field on the resident table. |
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| 11/17/2010 | | Reporting | | - | The system will now only display penalty and interest entries on this report. |
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| 11/15/2010 | | Reporting | | - | A bug was reported in regards to blank pdf's being attached to emailed bills. This issue has been resolved. |
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| 10/29/2010 | | Reporting | | - | If you elect to attach a report when emailing bills, the system will not send an email if the attachment is 0 bytes. |
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| 10/26/2010 | | General | | - | When using the final wizard, the tax table from the final account was not copying to the new account. |
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| 10/26/2010 | | General | | - | When adding a new account from an existing account (through account add or the final wizard), the 'flat late charge table' was not copying to the new account. |
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| 10/26/2010 | | General | | - | An option was added to force the system to include inactive account for final cycle (Program Setup->Billing Cycle Tasks). |
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| 10/26/2010 | | Reporting | | - | A bug was reported in regards to printing last years meter reading. This issue has been resolved. |
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| 10/26/2010 | | General | | - | You can now filter by the work order status in this window. | | - | The work order count was added to this window. |
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| 10/25/2010 | | General | | - | A couple work order scheduler bugs were reported + fixed. |
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| 10/19/2010 | | General | | - | The system wasn't creating a initial history read if the old previous read was zero and the initial read was zero. This issue has been resolved. |
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| 10/19/2010 | | Reporting | | - | Added the ability to start at a specific label (allows you to skip over used labels). |
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| 10/06/2010 | | General | | - | A linked label titled "Meter history w/ comments.." was added. If you have comment(s) tied to the service (via. meter history entries), clicking this button will show you these entries and allow you to add/edit them. |
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| 09/23/2010 | | Calculation Changes | | - | An option to 'redistribute credits' when calculating penalties and interest was added. It's a good idea to use this feature - it will prevent accounts that have both positive and negative values from calculating incorrectly (penalty and interest wise). This can be found under Program Setup->Program Settings->Billing Settings->General (last option). |
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| 09/23/2010 | | Reporting | | - | Report 'Penalty Interest Summary Report' was added to the system. It's a condensed version of the 'Penalty Interest Register'. |
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| 09/21/2010 | | Payment Import Changes | | - | The 9/21 am version of the program had a bug that would not allow you to take payment on accounts that were inactive. If you are running this version, please update. |
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| 09/17/2010 | | General | | - | Inactive accounts are now colored differently. |
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| 09/17/2010 | | General | | - | A couple of customers recently received this message when adding a comment to a history entry. The latest update will remove this constraint/error. |
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| 09/14/2010 | | Reporting | | - | The receivable date was added to the report header of this report. |
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| 09/10/2010 | | General | | - | This utility was running very slow. It has been modified to run very quickly now. |
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| 09/10/2010 | | Payment Import Changes | | - | Overpayments and partial payments are now reported as warnings. |
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| 09/10/2010 | | General | | - | The calendar node/view was removed from the system. It was replaced by the reminder system. |
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| 09/09/2010 | | General | | - | You can now email bills w/o attaching a report. |
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| 08/31/2010 | | Reporting | | - | Usage from reversed meter changes was not showing up correctly in the consumption report (or the abnormal consumption report). This issue has been resolved. |
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| 08/31/2010 | | General | | - | A couple of customers called and were receiving a 'fk_service_meter' constraint error when doing final bills. If you receive this error, please download the latest version of the program as it will remedy this issue by removing the constraint. |
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| 08/20/2010 | | General | | - | The system was posting entries to GL during this process (if you elect to add a fee during the process, and have the 'post to gl in one step' option checked). This issue has been resolved. |
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| 08/20/2010 | | Reporting | | - | An option was added to exclude print group accounts in the export |
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| 08/13/2010 | | General | | - | A sort combo box was added to the main work order view. You can now sort by the scheduled date or the date filed. | | - | A 'to' balance was added to the 'Search for a balance' utility. This allows you to search for a range of balances. | | Journalization Changes | | - | When bills are journalized, the number of billing days in history directly reflects the history action date range - 'Additional Information'. What this means is if you have the option 'Use the read dates as the billing from/to' checked, the system will generate the number of billing days based on these dates (in history) as opposed to the billing from/to dates. |
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| 08/06/2010 | | Journalization Changes | | - | The ability to separate out the interest amount for debt items was added. Thus the system can generate GL #'s for this amount and track the principle and interest separately. |
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| 07/26/2010 | | Reporting | | - | The 'Previous Amount' column in the billing register summary is incorrect. This issue has been corrected. |
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| 07/21/2010 | | Reporting | | - | Several report optimizations were made. |
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| 07/21/2010 | | Reporting | | - | You can now just print the history summary information by running the 'History Register Summary' report. It's runs much faster (10-20x) and just gives you the summary/total information. |
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| 07/20/2010 | | General | | - | A bug was found/fixed in regards to quick adjustments. If a billing item was deleted off an account, and a quick adjustment was made on this billing item, the system would make the correct adjustment but it would not put the billing item back on the account (set as 'do not bill'). |
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| 07/19/2010 | | Reporting | | - | The filter string of the accounts that were printed is now included in the report. |
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| 07/19/2010 | | Reporting | | - | The 'Top 50 Usage Consumed' report was added to the system. |
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| 07/19/2010 | | Reporting | | - | Previous amount values were added to the billing register summary (by item, and by section). |
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| 07/14/2010 | | General | | - | The account population was added to the process log viewer text file (ex. cycle name). |
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| 07/09/2010 | | Meter Import / Export Changes | | - | If you elect to export the location ID instead of the account #, the system is removing one character from the location iD. This is to keep each location ID unique (Badger exports only allow 15 digit account numbers). |
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| 07/07/2010 | | Reporting | | - | Section totals were added to the billing register. To enable this, you must check the field: Program Setup->Program Settings->Billing Settings->Reporting->Breakdown totals by section + item on the billing register. |
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| 07/01/2010 | | General | | - | The 'billing to' field was added to allow you to set the billing to for the new occupants first bill. |
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| 06/28/2010 | | Reporting | | - | A bug was reported / fixed in regards to advanced report filtering not affecting report totals (on certain reports). If you used an advanced filter field from a table other than the category you were on, the system was removing the records from the report (correctly), but the system was still using the values on the some of the report totals (mainly on the history register, billing register, and aged accounts receivable reports). There are very few cases where this was happening. If you use complex queries that involve multiple tables, it's advised that you update soon. |
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| 06/28/2010 | | General | | - | The usage multiplier and read multiplier are now displayed. |
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| 06/24/2010 | | General | | - | The program no longer prompts for a name when using the option 'Change - Add New, Copy from Existing Resident'. |
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| 06/24/2010 | | Payment Import Changes | | - | The field 'Amount in file' was added back to the process log. |
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| 06/24/2010 | | General | | - | If the posting to or from dates were changed within the balance manager, they would revert back if you printed the History Register Excel. |
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| 06/24/2010 | | General | | - | Account Flag report added to the system. |
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| 06/23/2010 | | General | | - | A utility was created to quickly merge two resident records. It can be found under Utilities->Merge Resident Records. |
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| 06/23/2010 | | General | | - | Users without access to 'Rate Setup' can now view the rates (but cannot edit/add/delete them). |
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| 06/21/2010 | | General | | - | You can now change the title of a comment. When editing the comment, click on Tools->Change comment title. |
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| 06/21/2010 | | General | | - | The account number field was added to the final bill wizard. |
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| 06/18/2010 | | Reporting | | - | A new table was added to store the mailing information at the time of bill journalization and when past due / shutoff notices are run (you must use the wizard). When you print a prior bill or notice, the system will reference this table and use the same residents that were on the account when the bill and/or notice was mailed (as opposed to using the residents that are currently on the account ). |
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| 06/18/2010 | | General | | - | A utility named 'Search for bill balance' was added (under the 'Utilities' menu). You simply input a balance, and the system returns every account that meets your balance criteria. |
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| 06/18/2010 | | Journalization Changes | | - | Linked billing items that have a billed amount of $0.00 will now have a history entry and billing item amount created during the journalization process. This forces the amount to be printed when printing a prior bill. |
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| 06/16/2010 | | General | | - | Two user fields were added to the service address table / window. |
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| 06/16/2010 | | General | | - | A field for a history comment was added to the adjustment window, quick adjustment window, and the reversal window. This will store a long form text comment if you wish. |
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| 06/16/2010 | | Payment Import Changes | | - | The account balance was added to the payment import log. The import log also display a message if the payment was a 'overpayment' or 'partial payment'. |
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| 06/15/2010 | | General | | - | The ability to attach / view comment(s) to a history entry was added. When you view the details of a history entry, there is a now label noting how many comments are tied to the entry. If you click on this link it will allow you to add or edit comments tied to this entry. |
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| 06/10/2010 | | General | | - | A bug was reported + fixed iin regards to this option. |
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| 06/10/2010 | | General | | - | A checkbox to prevent an account from being displayed online was added (under Account->Misc) |
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| 06/10/2010 | | Reporting | | - | The new billed usage field was added to both history register reports (Excel and regular). A column named 'adjusted usage' was added to both of these reports. |
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| 06/10/2010 | | Calculation Changes | | - | The last update caused an error to be generated when reversing receipts. This issue has been resolved. If you are running version 6/8 or 6/9, please update. |
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| 06/08/2010 | | Calculation Changes | | - | The system is now tracking billed usage in history (it was, and still is, stored on the billing item amount(s) as well ). The benefit to tracking this in history is that is allows you to see billed usage adjustments as well as being used for reporting purposes. Reversals will also add or subtract this billed usage adjustment (depending on the action). It's essentially another level of tracking the billed usage. This data will be used in reports soon. |
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| 06/07/2010 | | Reporting | | - | The field 'serviceAddress' was added to the comment table. You can access this field when running comment reports. |
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| 06/02/2010 | | General | | - | A few changes were made to this export. Meter and serial numbers that are > 9 characters are now truncated from left (as opposed to the right). The location ID (minus dashes) is also be exported as opposed to the Account ID. |
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| 05/28/2010 | | General | | - | The duplicate bill/notice message wasn't printing on past due & shutoff notices. This issue has been resolved. |
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| 05/25/2010 | | Meter Import / Export Changes | | - | The previous read date was added to this export. |
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| 05/25/2010 | | Reporting | | - | The May 22nd update had a bill printing bug. This issue has been resolved. |
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| 05/21/2010 | | General | | - | A bug was found/fixed in regards to exporting the meter table (in the generic export). |
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| 05/21/2010 | | General | | - | The 'past due date' was added to the history table. |
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| 05/19/2010 | | General | | - | The notepad summary was not reflecting the correct number of bills exported if the 'minimum amount' filter was used. This issue has been resolved. |
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| 05/18/2010 | | General | | - | An average usage maintenance utility was a added (Utilities->Common Utilities). You can reset or recompute average usages for any account range. |
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| 05/12/2010 | | General | | - | The receipt table view was updated to include receipt user1 and user2 fields. This requires a schema update that may take a couple of minutes. |
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| 05/07/2010 | | General | | - | A new field / option named 'Apply penalty to billing item amounts one time only' was added (under Penalty / Interest / Late Charge Setup). Checking this option ensures that a billing item amount will only be charged a penalty once. | | - | There is now a 'penalized' checkbox on the billing amount edit screen. If checked, a penalty was calculated on the amount. |
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| 05/07/2010 | | General | | - | You can now adjust the billed usage when doing a quick adjusment. This only works on 'Bill Calculated' history entries though. |
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| 05/04/2010 | | General | | - | An option to print work orders was added to the past due / shutoff wizard. |
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| 05/03/2010 | | General | | - | The ability to check that status of AP refunds was added. You can do so by right clicking on the ap refund history entry, and then clicking on the menu item 'Check AP Refund Status'. |
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| 04/28/2010 | | Journalization Changes | | - | A logic change was made in regards to the creation of due to / from entries. The fund number for cash account(s) must now be different in order to trigger the creation of due to/from entries (as opposed to comparing the entire cash account - only the fund is compared now). |
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| 04/27/2010 | | General | | - | A couple CASS certification import issues were resolved. |
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| 04/15/2010 | | Journalization Changes | | - | The system was setting the 'posting date' (on journal entries) to the journalized date if the journal entry was included in the export. This only applies to a few customers. |
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| 04/15/2010 | | General | | - | A checkbox labeled 'NSF' was added to the receipt window. You may also run report queries on this field. |
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| 04/08/2010 | | General | | - | It was reported that the default value for the final billing due date was '01-01-1900'. The new default value is a blank date. |
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| 04/08/2010 | | General | | - | A message for accounts that had an estimate was added. You can find this in Program Setup->Program Settings->Bill / Notice Messages. |
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| 04/08/2010 | | General | | - | The delinquent tax amount due was added to this tab. |
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| 04/06/2010 | | General | | - | A few error reports have been received in regards to this feature producing an error message. This issue has been fixed. |
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| 04/06/2010 | | General | | - | A work order security bug was reported and fixed. |
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| 04/01/2010 | | General | | - | Work orders are now displayed in scheduled date order (descending) - so the newest work order is at the top. |
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| 03/30/2010 | | General | | - | The 'delinquent tax calculation date' was not being stored in print only mode. | | - | The delinquent tax amount, additional penalty amount, and calculation date are now visible from the account screen (Other tab). |
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| 03/30/2010 | | Reporting | | - | The option 'Exclude paperless customers when printing bills' was added to billing cycle tasks. This will default the system to not print paperless customers when printing bills. |
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| 03/26/2010 | | Reporting | | - | A final bill message bug was reported and fixed. |
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| 03/26/2010 | | General | | - | A print button was added to a few more history screens. | | Reporting | | - | A 'Meter' export category was added to the generic export. You can now export meter information to a .csv file. |
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| 03/17/2010 | | General | | - | A copy + paste button was added to the ach section in the resident screen. |
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| 03/16/2010 | | Journalization Changes | | - | A bug was recently reported and fixed in regards to read advancing. If you select 'Don't alter these amounts if the bill is re-calculated' for a usage based billing item, it’s possible that the system won’t advance the reads for the linked service (which was also a recent addition ). The aforementioned flag was essentially bypassing the logic the see if the read was billed. And if it thinks it wasn’t billed, it will not advance the read(s). The logic mentioned above is disabled if this flag is checked. |
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| 03/16/2010 | | Reporting | | - | Both Top 25 reports were changed to be Top 50 reports. |
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| 03/16/2010 | | Reporting | | - | The receipt register was showing the first 75 receipt amount paid values correctly. All subsequent amount paid values were negative. |
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| 03/12/2010 | | General | | - | The field 'final billing due date' was added to the account screen (under Misc). This field is set to the 'due date' when a final bill is journalized. You can, in turn, use this field to filter the population in final billing cycles (it's now an option under Account Range - Advanced Options..). It's main intent is to in the aid in adding of penalties and running shutoff notices for certain account segment within a final billing cycle. |
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| 03/04/2010 | | General | | - | The process 'Search for unjournalized bills and receipts' now allows you to select which option(s) to perform - as opposed to running both of them each and every time. | | - | A utility named 'Search for services that don't have a linked active account' was added to Utilitied->Common Utilities. | | Calculation Changes | | - | The option 'Advance directly billed reads only' was added to the 'Read Advancement Method' (on the service screen [Options]). If you select this item, the system will display a warning during bill calculations and journalizations. And more importantly, it will not advance the reads if the service is not directly linked + billed through a billing item. You can set this option individually on each service, or in Program Setup->Service Setup. If you change this option in this window, the system will ask you if you'd like to update all linked services with this option. |
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| 03/03/2010 | | Reporting | | - | The column 'Adjusted Sales Tax' was added to the Excel version of the History Register. | | - | Sheet numbers were also added to the Excel version of the History Register. The prevents sheet name duplication issues - which causes exceptions. |
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| 02/23/2010 | | Reporting | | - | Sales tax totals (by item) were added to the billing register. |
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| 02/16/2010 | | General | | - | The category 'History Detail' was added to the generic export. This allows you to export the financial details associated with history entries. |
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| 02/16/2010 | | Reporting | | - | Pummill's past due / shutoff laser post card ( 4 per sheet) was added to the system. |
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| 02/10/2010 | | General | | - | A 'change name' tool was added the the penalty / interest / late charge setup. It will rename the item and all of it's dependencies. | | - | You can now change the adjustment reason on penalty and interest reversals. |
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| 02/08/2010 | | General | | - | The server name for the update log was changed. |
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| 02/05/2010 | | Calculation Changes | | - | The calculation to determine whether or not an account should get charged a flat late fee was incorrect in some instances. If you charge flat rate fees, you should update soon. |
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| 02/03/2010 | | General | | - | A driving directions feature was added to UB. You may add address to your driving list from the Work Order screens (under the Tools button). You will also need to enable this feature in 'My Preferences' (close and re-start the program after making this change). |
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| 02/02/2010 | | General | | - | An index was added to the JournalDetails table to increase the performance of the post to GL process. Larger amounts of journal entries should post to GL 3-4x faster. |
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| 01/29/2010 | | Reporting | | - | Aged Accounts Receiveable by Date report was added to the system. You can use this report to determine what was owed, and how long it was overdue by account (broken down by item and days). |
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| 01/28/2010 | | General | | - | Deposit Balance by Date report was added to the system. You can use this report to figure out the outstanding balance amount by any date of your choosing. |
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| 01/25/2010 | | General | | - | The system will now let you adjust the billed usage on a prior billed amount / item. |
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| 01/25/2010 | | Reporting | | - | An option to print the receipt register was added to the ACH export window. |
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| 01/25/2010 | | General | | - | The above error was reported + sent a few times the last week. This problem should be resolved. |
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| 01/18/2010 | | General | | - | Instead of having the system automatically reload the balance manager data when a field is changed, you can check the 'Manually Refresh Data' field and click the 'Refresh Data' button when you see fit to reload the data. |
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| 01/18/2010 | | Calculation Changes | | - | The 'Billed Usage (Mult) field was made editable. |
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| 01/15/2010 | | General | | - | The service address was added to the read verification utility (in the process log). | | - | A tool was added to update all service address that are linked to the given street code. This tool can be found in the street code maintenance window. |
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| 01/08/2010 | | Reporting | | - | A report category was created for 'Residents'. One report was also created for this cagegory -- namely 'mailing labels'. |
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| 01/05/2010 | | Reporting | | - | A bug was found/fixed when printing prior bills. If an account was sending the bill to multiple persons, the 'if late amount' would be incorrect. |
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| 01/04/2010 | | General | | - | A utility to list all residents that are not CASS certified was added (Tasks->CASS Certification Tasks->List residents that are not cass certified). |
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| 12/23/2009 | | General | | - | Filling out the 'Originating DFI ID' field in ACH Setup now directs the system to use the dfi number instead of the municipality bank routing number (in the batch header, batch footer, and all PPD detail lines) |
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| 12/17/2009 | | General | | - | Negative payments are no longer allowed to be entered. |
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| 12/11/2009 | | Reporting | | - | Columns taxable and non-taxable were added to the history register excel. |
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| 12/11/2009 | | Reporting | | - | There was a problem with the report writer editor working if you had report favorites setup for that category (the editor would appear blank and it would cause the system to hang). This issue has been resolved. |
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| 12/10/2009 | | General | | - | If you create a letter template using Word 2000, it was defaulting the document to a text only document (as opposed to rtf), which caused the system to hang when adding the document to an account. This issue has been resolved. |
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| 12/09/2009 | | General | | - | The UB GIS Dll's were updated ot the latest version. |
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| 12/08/2009 | | Reporting | | - | The full page work order was not sorting by the sort field specified in report options. This problem has been fixed. |
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| 12/03/2009 | | General | | - | A bug was reported + fixed in regards to getting usage from remote services. The system was not factoring meter change usage on the remote service when computing the bill. |
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| 12/01/2009 | | General | | - | If the option 'send past due notice' was unchecked on an account, it was not being included in the process - thus fees and/or work orders would not be added to the account (if elected to do so). | | - | The 'add past due' fees opion was not being used during the past due process. Any account that met the past due criteria would get a fee if you elected to add one. |
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| 12/01/2009 | | General | | - | The system now retains the last deposit add option that you selected. | | - | The system also remembers the last attachment type option selected (by user -- i.e. account or service address attachment). |
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| 11/30/2009 | | Reporting | | - | The receivable GL total, in the summary section of the report, was not factoring credits into the total. This bug has been resolved. |
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| 11/30/2009 | | General | | - | Support was added for more than 2 decimal places (for reads & usage). |
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| 11/24/2009 | | General | | - | A bug with the existing redistribute credits tool was reported and fixed. If you added NEW billing item amount(s) to billing item(s), and then went directly to redistribute credits (before clicking save), the program wouldn't correctly redistribute the credits. |
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| 11/24/2009 | | Calculation Changes | | - | A bug was reported and fixed in regards to converted deposits that were set to refund next billing. The system was not refunding these deposits in many cases. As mentioned, this only pertains to converted Final Bills with deposits set to be refunded the next billing. |
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| 11/23/2009 | | Reporting | | - | Support for decimal based reads + usage, in regards to bill printing, was added to the system. You can enable this by going to Program Setup->Services and checking 'Decimal Based Read' for each service you would like to show decimals on. |
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| 11/19/2009 | | Reporting | | - | The gl summary section was added back in the report (last page - in addition to the gl section summary). |
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| 11/19/2009 | | Other Import / Export Changes | | - | Proof and Live run options were added to the Assessing / Tax parcel and owner name import. I also added a field to the log view to indicate what the new owner/parcel will be after the change. |
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| 11/18/2009 | | General | | - | The fixed ACH field was added back into the system (it was ported from the Pervasive version). It simply allows you to set a fixed amount to charge a customer when the ACH process is performed. It can be found on the 'current bill' screen under Other->Custom Fields) |
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| 11/17/2009 | | Reporting | | - | A backflow valve report category and report were added to the system. |
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| 11/12/2009 | | General | | - | A window to edit credit card info was added to the Resident window and to the report writer. These fields are database encrypted and security controlled (to include reports). |
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| 11/10/2009 | | General | | - | GL #'s are now broken down by section and payment category (i.e. UB, CR, ACH, Lockbox type). |
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| 11/10/2009 | | Reporting | | - | GL #'s are now broken down by section. |
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| 11/09/2009 | | General | | - | An email was added to the resident edit form. You can email the customer directly from this button. |
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| 11/09/2009 | | CR Interface Changes | | - | A few performance enhancements were made to the CR->UB journalization process. |
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| 11/04/2009 | | General | | - | If the new account has a status of 'no bill this cycle', the system no longer populates the billing from/to dates with the final wizard move in info (used for proration). |
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| 11/04/2009 | | Reporting | | - | The current usage field was removed. The multiplied billed usage field was added in its place. |
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| 10/27/2009 | | GL Interface Changes | | - | A bug was found/fixed in the post to journal entries to BS&A GL window. This bug only applies if you are posting by a date range (and uses multiple dates within that range). |
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| 10/27/2009 | | General | | - | The ability to change the rate name was added. | | - | An option was added to delete inactive and unused rates. |
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| 10/21/2009 | | General | | - | An option was added to automatically check the 'Refund' option for deposit and deposit interest. |
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| 10/21/2009 | | General | | - | The length of time the receipt setup file is locked has been slightly decreased (needed for number generation). |
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| 10/20/2009 | | General | | - | The program wasn't factoring in sections when predicting the gl #'s in these two reports. This issue would only affect municipalties that are using the GL section distribution table. |
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| 10/20/2009 | | General | | - | Some changes were made in the way the system was calculating the exported 'Receivable Data'. The system wasn't factoring in account sections, so it would cause an error to be displayed saying it could load the blank section. This only applies to municipalities using the section distribution GL table. |
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| 10/15/2009 | | General | | - | A feature was added to the GL export routine. The system now generates a batch # by the date + name + description of the GL entry. This can, in turn, be used to reference journal entries between applications. |
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| 10/15/2009 | | General | | - | An option was added to program setup to automatically set the cycle filter when clicking on import reads from the cycle manager (Program Setup->Program Settings->Cycle Manager Options). | | Meter Import / Export Changes | | - | The ability to filter on a cycle when importing reads was added (Import Meter Reads->General Import Options). This essentially rejects any readings that are not within the cycle specified. |
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| 10/12/2009 | | Reporting | | - | A bug was found + fixed in regards to the bill printing export. Only a few records were actually being exported as a result of this bug. |
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| 10/09/2009 | | General | | - | You can now change the cycle billing dates for the final and first bill within the wizard (they can also be different). I also removed the 'cycle billing dates' from the current amount proration screen. They were confusing and not necessary. |
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| 10/01/2009 | | General | | - | The system wasn't toggling the Inactive-Balance Due / Paid status during a balance transfers. This has been fixed. |
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| 10/01/2009 | | General | | - | The ability to change the account and service address flag color was added (Program Setup->My Settings->My Preferences). |
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| 09/29/2009 | | General | | - | An option was added to disable resident name linking. It disallows you to select existing names in the database (you must add a new name each time). You can find this option under General Settings. |
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| 09/25/2009 | | General | | - | The scheduled from / to dates are now saved when you exit the work order view. They are used when you re-enter the view. |
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| 09/16/2009 | | General | | - | Audit entries for the given time frame are now displayed in the balance manager | | - | A balance manger filtering bug was found/fixed. It only affected the receivables grid if you were filtering on a specific cycle. |
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| 09/16/2009 | | General | | - | The system will no longer estimate services/meters that have unjournalized meter usage from meter change(s) (or head changes). |
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| 09/15/2009 | | General | | - | Accounts with a status of First Bill or Final bill are denoted by a different color when entering reads en masse. | | - | The account # / location ID was added to the notepad version of the comment (when printing from the comment itself). | | - | You can now change the work order history entry text within the work order add wizard (if you're adding a fee during the process). |
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| 09/03/2009 | | General | | - | Disregard this update if you're not printing the 'prior balance' message. If you are using this message, a bug was found when printing it and you need to update. |
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| 09/02/2009 | | Reporting | | - | A new type of bill message was added (prior balance message). It will print on bills if the account meets the past due criteria that you assign. |
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| 09/01/2009 | | General | | - | The option 'create detailed audit entries for processes' was added to Program Setup->Program Settings->Audit setting. This option is disabled by default. It has been recently noticed that the detailed audit entries that are created during processes are causing the database size to grow rapidly. To combat this issue, the aforementioned option was added. It will keep the database size at bay and will also allow processes to run quicker. |
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| 08/28/2009 | | Journalization Changes | | - | When journalizing, the system was using the first GL distribution table it loaded instead of the correct table (in many instances). If you have multiple GL distribution tables, it's highly recommended that you update. |
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| 08/28/2009 | | General | | - | The ability to override receipt receivable accounts was added to the GL distribution table. |
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| 08/28/2009 | | General | | - | Additional criteria was added to this process. You can now select deposits to refund by the age of the deposit, and by how many penalties were generated over a user specified amount of time. |
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| 08/27/2009 | | General | | - | A 'Map' button was added to the main account screen toolbar. There are 3 different mapping methods that were added under this button. To include the ability to zoom to a parcel on a map (only if you are using GIS). The other two options use Microsoft and Google Maps to locate the service address. |
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| 08/25/2009 | | Reporting | | - | If you are using a meter change message, the system was falsely printing this message on many of the bills. |
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| 08/25/2009 | | Reporting | | - | The abilty to net debits and credits was added to the report options window for journal reports. |
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| 08/24/2009 | | General | | - | An area to add service taps was added to the system. You can add/edit/delete service taps by clicking on '5. Taps' while on the 'Services' node on the account (next to the backflow valves tab). |
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| 08/19/2009 | | Meter Import / Export Changes | | - | The Neptune 513 character import / export is now supported. It's exactly the same as the 509 layout, but it has 4 addiitional fields (at the end of the file) to track leak detection, zero consumption days, and reverse flow events. These fields were also added to the meter screen so they can be tracked / maintained. |
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| 08/19/2009 | | Reporting | | - | A grand totals section was added to the history register. |
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| 08/18/2009 | | General | | - | The 'move work order' option was not working. This issue has been resolved. |
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| 08/18/2009 | | Journalization Changes | | - | An obscure post to GL in real time mode bug was found / fixed. The bug would really only manifest if a record was journalized, but cancelled when it was being posted to GL. Toggling the aforementioned switch during the day would also also cause some posting issues. |
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| 08/18/2009 | | General | | - | The purge accounts utility was added back into the system. |
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| 08/14/2009 | | General | | - | Measures were added to prevent resident names and addresses from being overwritten (in error). These fields are now disabled unless you are adding a new resident. You can easily enable these fields by clicking on the edit button below the name. |
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| 08/14/2009 | | General | | - | The 'current read date' and 'usage days' fields were added to the mock bill calculation window. |
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| 08/14/2009 | | General | | - | A utility was added to search for unjournalized receipts and bills. You can find it under the exclamation mark button, and under Utilities->Search for un-journalized receipts and bills. |
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| 08/12/2009 | | Meter Import / Export Changes | | - | Meter reads on accounts with a 'final bill' status were, in some cases, being overwritten with the read + date in the import file. |
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| 08/11/2009 | | Reporting | | - | Option to not print the penalty amount on final bills was added. | | Calculation Changes | | - | The ability to prorate during the 'mock bill calculation' was added. |
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| 08/10/2009 | | Journalization Changes | | - | An option was added to only display the summary when journalizing (bill, receipts, etc). You can find it under Program Setup->Program Settings->GL Opions->Show Journal Summary Page Only. |
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| 08/10/2009 | | General | | - | An option to refund a specific amount was added to the refund process. |
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| 08/05/2009 | | General | | - | When the move-in or final date is changed on an account, they system prompts to update the account billing items. There were cases when the system would not update the item dates to reflect the new move-in and/or final date. | | - | The resident dialog was updated to show all of the accounts that it's linked to. This is to re-enforce that the resident can be linked to multiple accounts, and changing it will affect all of those accounts. |
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| 08/05/2009 | | General | | - | A bug was report + fixed regaring the enter meter reads en masse feature. If you loaded and entered reads, saved and reloaded them, the system would put a read type of 'Other' for each valid read. These values were NOT being changed on the record itself, but in the window itself they were set to be of type 'Other'. |
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| 08/04/2009 | | Reporting | | - | The bill calculation process log was updated to include the service name when reporting usage warnings. |
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| 08/04/2009 | | General | | - | More details, in the form of a reference field(s), are stored on each audit entry when it's created. To include the account # and the linked type (e.g. service type, receipt #, work order #, etc). | | Reporting | | - | The audit report has been modified to display the linked account # or location ID (if applicable). |
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| 08/03/2009 | | Meter Import / Export Changes | | - | Option 'Do not allow duplicate meter Ids to be exported' was added to General Export Options (Meter Export). The setting 'Export one account per service address' should normally prevent this from happening, but in some cases it's possible to have different service addresses for the same location ID block (via data entry). This new option simply ensures that this cannot happen. |
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| 07/24/2009 | | Other Import / Export Changes | | - | The current read, previous read, and current usage values were not being multipied by the usage multiplier. |
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| 07/24/2009 | | Meter Import / Export Changes | | - | The Spring Arbor Meter Import was added. | | - | BSA Generic Meter Export was also added to the system. |
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| 07/23/2009 | | Payment Import Changes | | - | The field 'Reference Code' is now being exported in the file header of the ACH file. Very few banks require this field. |
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| 07/23/2009 | | General | | - | A conversion realted proration bug was found / fixed. | | Calculation Changes | | - | A small proration bug was found in regards to first bills. In rare cases the bug would manifest itself and not reset the date correctly. |
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| 07/22/2009 | | Reporting | | - | A bug was found relating to billing from/to dates that are printed and stored in history. If you have the option 'print read dates instead of billing dates' enabled, and if you have a mix of flat rate and metered accounts in the same cycle, the system would sometimes use the read dates from the last account on flat rate accounts. |
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| 07/21/2009 | | Reporting | | - | The ability to print the 'report options' and 'advanced filter' information in the report footer was added. You can enable this by going to Program Setup->Program Settings->General Settings; check the option 'Print the report options and advanced filter...' |
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| 07/21/2009 | | Meter Import / Export Changes | | - | A meter import bug was found and affects 7/17 - 7/20 versions of the program. The system will not import any of your meter reads if your program version date matches the aforementioned dates (it will display the import errors in the error log). |
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| 07/20/2009 | | Reporting | | - | The 'if late amount' is now being calcuated / printed on prior bills. |
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| 07/20/2009 | | General | | - | A new option was added to the name control (Add new, copy from service address). This option simply adds a new resident and defaults their address info to match the service address. |
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| 07/17/2009 | | General | | - | An area to enter the curb box location was added to the meter screen. |
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| 07/15/2009 | | General | | - | An option to display the Journalize Receipts window as added to the ACH process. | | - | A minor bug was fixed in the 'reverse block of receipts' process. |
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| 07/14/2009 | | General | | - | The first and final billing dates that were created during the final wizard must be explicitly changed now. They wrere being altered if the account was being calculated in another biling cycle. This was causing prorating problems. | | Other Import / Export Changes | | - | A CASS certification import bug was fixed. |
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| 07/14/2009 | | General | | - | A support utility to fetch (via. sql command(s) ) and export data to MS-Excel was added. | | - | Added the ability to send an email of the work order (report) during the work order add wizard. |
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| 07/13/2009 | | General | | - | The worker edit window was changed to contain more information about the worker. A new table was also added to store the new worker information (email, phone, etc) as opposed to just storing their names. Your existing worker names will be copied to this new table after the update is performed. |
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| 07/10/2009 | | Journalization Changes | | - | A rather serious receipt journalization bug was found and corrected. If you use different receivable and cash GL numbers for different transaction types on your billing item(s) (i.e. billing, penalty, interest, sales tax), the system was always using the receivable and cash entries for the billing transaction type when the receipt was journalized. This problem was found when a customer had different receivable entries for billing and penalty transaction types on their water billing item(s). |
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| 07/09/2009 | | General | | - | Redistribute credits en masse process added. |
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| 07/08/2009 | | General | | - | Added some old work order formatting logic back in. If you elect to manually entrer your next work order numbers, the system now uses this number in conjunction with the work order format in setup (if a format exists). This only happens when the next number is all digits and you have auto generate next number disabled. | | - | Defaulted the comment window sort order to be by date time created (descending). |
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| 07/08/2009 | | General | | - | Added support utilities to import and export data tables. |
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| 07/07/2009 | | General | | - | In certain cases, the 'Quick Meter Entry' window wasn't sorting by the sequence number correctly. This has been fixed. I also added an 'Options' button to this window so you can force the route and sequence number to be a certain length. This is important to set if these fields are of varying length. Otherwise they won't sort properly. | | Calculation Changes | | - | Fixed a case where the message "service 'x' was not billed on this account ...". It was only happening in odd cases where the service was a master / stand alone service with no billing item attached to it, but another service was adding or subtracting it's usage (i.e. sewer). |
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| 07/02/2009 | | General | | - | When viewing a receipt from history, the address information on the receipt was sometimes wrong. |
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| 06/30/2009 | | Import / Export Changes | | - | If your route #'s are variable (e.g. 2, 22, 223), the system wasn't sorting them correctly when writing meter export files. This problem has been fixed. |
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| 06/30/2009 | | General | | - | The latest version of our GIS components were added. |
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| 06/30/2009 | | General | | - | A few detailed fields were added to the Template Item Setup. They allow you to fine tune the item(s) that you are adding to the account and make the process more automated. |
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| 06/30/2009 | | General | | - | The field 'seasonal usage override' was not being reset during bill journalization (for non-metered services). | | Calculation Changes | | - | The option 'Synchronize Seasonal Usage' was added back into the system. |
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| 06/29/2009 | | Import / Export Changes | | - | If your sequence number length is varible (e.g. 32, 321, 3214, etc), the program wasn't correctly sorting the sequence numbers when writing to the export file. This could cause address jumping in hand-held devices. |
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| 06/29/2009 | | General | | - | Fixed a SQL2000 related bug when adding a service using the 'Add' button on the service screen. |
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| 06/26/2009 | | Calculation Changes | | - | A proration bug was reported with final bills that were created using the final wizard. This issue has been resolved | | - | Another proration bug in regards to seasonal usage proration was also reported (and fixed). If you had this option enabled, the system was using the actual usage on final biils (as opposed to the prorated seasonal usage). |
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| 06/26/2009 | | General | | - | Added 'Journalize Receipt' to the history screen. You can access this option by right clicking on a receipt in history. |
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| 06/25/2009 | | General | | - | The Excel version of the History Register was added. You can find this under Tasks->Balance Manager->Excel Exports->History Register. |
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| 06/24/2009 | | General | | - | A fix to a gl posting bug was added. The bug only affected versions with a date of 6/24/09. |
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| 06/23/2009 | | General | | - | A new type of 'Surcharge' billing item was added. It's meant to store percentage based surcharges of other billing item amounts on it. It uses a 'Tax / Surcharge Table' as opposed to a rate. | | - | The operation detail of posted journal entries are now included in the summary entry when they are post to GL (e.g. UB Summary Entries - ACH Payments) |
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| 06/17/2009 | | General | | - | 'Exclude final bills' option was added to Additional Filter Options. | | Reporting | | - | A report conversion bug was fixed. |
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| 06/16/2009 | | Calculation Changes | | - | A seasonal usage bug was recently reported and fixed. If you had the option 'If seasonal usage is greater than the actual usage, use the actual usage' checked, the system would always use the actual usage. |
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| 06/15/2009 | | General | | - | Account field 'Allow deposits to be refunded en masse' added. | | Reporting | | - | Added a field named 'print group' to the account screen (under Misc). Accounts with valid print groups get lumped together (by the print group) and printed together at the end of a print run. This applies to bills and notices only. |
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| 06/15/2009 | | General | | - | The route number, which is stored on the account and service(s), wasn't being copied to the service when a new service was added to the account. | | - | Field 'last modified date' was added to the account flag. This date will be displayed in the flags scrolling text. |
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| 06/11/2009 | | Import / Export Changes | | - | A couple of changes were made to the Neptune 509 export. First off, the generated sequence number was inconsistent with the Pervasive version in some scenarios. Also, the high + low reading limit was not right justified. |
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| 06/10/2009 | | General | | - | A reminder related bug was fixed. |
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| 06/10/2009 | | General | | - | Another marking bug fixed. The service table, in some cases, would not sort correctly when sorting by the 'marked' column. This issue has been resolved. | | - | A new filter item was added to the 'Receipt Totals' window - journalized status. |
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| 06/09/2009 | | Calculation Changes | | - | A problem relating to the flag 'leave credits where they are entered' was found. It seems that in some cases it was not redistributing the credit at all (even if a billing item had a positive and negative value - which should be redistributed). This issue caused CR gl distributions to not match correctly, and would not allow you to take payments on accounts such as this. |
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| 06/09/2009 | | General | | - | Another marking & blocking bug was found / fixed. It seems that the new and old marking logic are conflicting in a couple scenarios. The best solution was to clear all existing table markings. This will be done one time after you update and start the program. It may take a few minutes to clear all the table markings. | | Import / Export Changes | | - | A bug was found / fixed with the Datamatic export (invalid date). |
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| 06/08/2009 | | General | | - | A couple blocking issues were resolved. | | - | The sytem can now handle up to 16 unique row markings per table (by user). You must setup a unique marking Id for each user (0-15; under Program Setup->My Settings->My Preferences). |
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| 06/05/2009 | | General | | - | In the audit trail, journalized receipts were given a audit heading titled 'Bill Calculated' as opposed to 'Journalize Receipts'. This has been fixed. |
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| 06/03/2009 | | Import / Export Changes | | - | I added a flag to the meter import window to allow reads to be imported for inactive accounts. | | - | The bill item table was added to the generic export list. |
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| 06/02/2009 | | General | | - | I found / fixed a bug relating to Credit Transfer entries (when posting payments). There were a couple cases where more than one credit transfer entry could be created. The extra entries didn't cause any harm because they had no details, but they were unnecessrary entries. | | - | Added the field 'Hazard Note' back to the account screen (Misc). The old hazard note was converted correctly, it just wasn't being displayed anywhere. | | - | The customer name and service address fields were added to the 'Generate account balances' report / spreadsheet |
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| 06/02/2009 | | General | | - | The balance manager was slightly changed. It now contains the standard account filter options, which allow you to filter the data many different ways. | | - | Table marking changes made. The system now allows multiple persons (up to 16) to set their own table marks without interfering with other marked records on the same table. You need to go under my preferences and setup a unique marking number in order for this to work properly ( 0 - 15 ). |
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| 06/01/2009 | | General | | - | The process 'Generate account balances' was added to the balance manager. |
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| 06/01/2009 | | Calculation Changes | | - | If an item was added during the 'Past due / shutoff wizard', the classification of the item was not changed to 'Do not bill' when added to the account. |
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| 05/29/2009 | | Calculation Changes | | - | The flag 'don't alter these amounts if the bill is re-calculated' field was not being reset when the bill was journalized. |
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| 05/27/2009 | | General | | - | Due to / from journal entry logic added. |
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| 05/22/2009 | | General | | - | The utility 'Clear Bill' was added back to the bill screen. | | - | The ability to delete history records for the table view was also added back in (requires a password from support to function). |
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| 05/21/2009 | | Reporting | | - | A few bugs in the comment report category were fixed. They mainly dealt with filtering and linked table issues. |
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| 05/20/2009 | | General | | - | Owner name & parcel number import(s) for BS&A Assessing and Tax has been added. It supports both Pervasive and .Net versions. |
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| 05/19/2009 | | General | | - | Field 'Rental Unit' was added back to the account screen. | | - | The balance manager is reloading receivable information when the 'posting from' or 'posting to' dates are changed (since transactions may have occured since the balance manager window was opened). |
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| 05/18/2009 | | Reporting | | - | The receipt register now breaks down the summary journal entries by payment category ( ub payments, cr payments, ach payments, lockbox payments). |
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| 05/14/2009 | | General | | - | Option 'Add Work Orders' was added to the past due / shutoff wizard. | | - | Fixed a bug in the 'Check for pending CR payments' logic. | | - | Added the account number / service address field to the comment list report. |
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| 05/13/2009 | | General | | - | The number of open work orders was added to the work order calendar icon in the program status bar (bottom right hand corner of the program) |
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| 05/12/2009 | | Reporting | | - | Added report 'Meter Usage by Account' (History Category). | | - | Fields 'lastPaymentAmount' and 'lastPaymentDate' were added to account file (for reporting only) |
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| 05/04/2009 | | Reporting | | - | Added report 'Delinquent Tax List'. It's basically an abbreviated version of the Delinquent Tax Register. | | - | Another summary section was added to the billing register (previous amt, interest, penalty, and total due). |
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| 04/29/2009 | | Reporting | | - | A bug was fixed relating to the printing of previous billing amounts that had the 'print amount / item on bill' flag set. These items were being rounded down when printed on the bill, so the amount was not correct in some cases. This would only occur if you elected to print a previous billed amount, and wanted to show it as a current charge (by setting the aforementioned flag). |
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| 04/29/2009 | | General | | - | An option to check pending CR payments was added to the 'Current Bill' window. This menu item can be found when clicking the 'Tasks & Utilities' button. | | Calculation Changes | | - | A minimum amount field was added to the penalty / interest setup. It allows you to enter a minimum amount that will be charged if penalty amounts are found. |
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| 04/28/2009 | | General | | - | When adding a new occupant, the move-in date from the 'Add new account' window was not copying to the new account (it was defaulting to the current date). |
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| 04/24/2009 | | General | | - | Added the standard service address search window to the following table views: Service Address, Backflow, and Meter. | | Reporting | | - | A dedicated receipt printer bug was found / fixed. |
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| 04/22/2009 | I found / fixed a bug in regards to ACH exports. If the flag 'Refund / remove credit balances when creating the file' was selected, the system wasn't correctly removing the credit amount(s) from the account if they had a credit balance (in the rare cases that this is encountered). |
| 04/22/2009 | A new payment / credit transfer option was added. If an account has credit amount(s), the system will create a Credit Transfer history entry and then post the payment. This seperates the two entries (i.e. Credit Transfer and Payment Posted) so balancing cash out at the end of the day is easier. It also remedies some issues with the CR->UB interface. This option is enabled by default. You can disable it by going under 'Program Setup'->'Receipt Setup / Options'. |
| 04/17/2009 | Dedicated receipt printer interface was added. |
| 04/14/2009 | More GIS functionality was added. You can now view the record card for a property when you hover above it. The sytem will also take you to the account if you click on a parcel. |
| 04/14/2009 | An ACH export bug was found/fixed. The 'effective date' in the batch header was always being set to the system date as opposed to the effective entry date in the export window. |
| 04/14/2009 | Portions of the GIS module were added. |
| 04/08/2009 | The ability to print the current bill was added to the 'Current Bill' screen. You can use this feature by clicking on 'Tasks & Utilities'->'Print Current Bill'. Also, if a bill has been journalized the system will gather / use the last bill calculation history entry for the billing dates (i.e. billing from, billing to, due date, past due date, billing date). |
| 04/06/2009 | The ability to save a flag as a comment was added. You can click on 'Tools' when viewing the flag to do this. |
| 04/06/2009 | An option to show only non-zero amounts was added to the process log viewer window. |
| 04/06/2009 | The 'meter estimate code description' field was added to the Estimate Report. |
| 04/03/2009 | In the post payments window, an option was added to auto advance to the check number field. |
| 04/03/2009 | The billing item name was made a linked label (when viewing the 'Setup Billing Items' from the current bill ). You can click this label and it will take you directly to the billng item setup window for that billing item. |
| 04/01/2009 | A bug relating to history meter read entries was found. If a usage multiplier was not equal to 1 or 0, and a service read date or read type was changed (after the original entry was created), the resulting history read amount was not in it's multiplied form (read * usage multiplier). |
| 04/01/2009 | The main account screen was modified. |
| 03/31/2009 | The route is now displayed on the Quick Meter Reads entry screen. It is also sorted by the route + sequence number now, as opposed to sorting by just the sequence number. |
| 03/30/2009 | A 'Mock penalty / interest / late charge' process was added to the current bill screen ( click on 'Tasks and Utilities' ). |
| 03/30/2009 | A deposit transfer issue was fixed. The auditing was also updated for the transfer. |
| 03/30/2009 | Fixed a SLC meter import bug. The former version was reading dates in MMDDYYYY format as opposed to MMDDYY. |
| 03/27/2009 | A bug was found / fixed regarding previous read types + previous read dates not being updated in history (when changed on the service screen). Services that had a usage multipliers other than 0 or 1 were affected by this bug. |
| 03/27/2009 | Read estimate codes + descriptions were added to service and history based reports. This simply means that you can view the description of the associated estimate code on your service or history reports. |
| 03/27/2009 | The number of accounts was added to the summary page of the penalty interest register (summarized by billing item). |
| 03/26/2009 | Advanced filtering was added to comment reports (you can now use account fields when filtering). |
| 03/26/2009 | Fixed a reciept filtering bug. |
| 03/26/2009 | Comment reports were added. |
| 03/25/2009 | An override was added to Billing Item Setup->GL. You may now override the 'Receipt Credit' gl account # if need be. |
| 03/25/2009 | Increased the timeout duration when posting from UB to GL. |
| 03/19/2009 | The abililty to print prior past due and shutoff notices was added (from history). You can do so by right clicking on the entry and selecting 'Print past due / shutoff notice'. |
| 03/18/2009 | The system is now maintaining the following inactive statuses: Inactive-Balance Due, Inactive-Paid, and Inactive-Credit. |
| 03/18/2009 | Bill Calculation history entries are now created for accounts that were journalized but didn't have any charges. This happens in some rare final billing cases. |
| 03/18/2009 | If a service already has a current read, and a new current read is entered during the final wizard, the system removes the prior meter read history entry instead of creating two entries. |
| 03/16/2009 | A print button was added to the service usage chart. |
| 03/16/2009 | Reminders were added to backflow valves. |
| 03/16/2009 | When clicking on a receipt item in history, the system now displays the actual receipt window. You can view the history details version of the receipt from within the receipt window. |
| 03/12/2009 | A reminder related bug was found/fixed. |
| 03/12/2009 | Added a security item for reminders (category = Misc. Fields). |
| 03/12/2009 | Made a spell checker change. If 'Force Caps' is enabled, the system will now put suggested words in caps, and it will also convert the replacement word to caps. |
| 03/12/2009 | Biling adjustments were lumped under one history item. They are now separated based on transaction type (e.g. Penalty Adjustment, Interest Adjustment, Billing Adjustment). |
| 03/11/2009 | Penalty and Interest Reversals were not being included in the totals section on the History Register. |
| 03/10/2009 | Added 'allow negative amount proration' flag. It allows items to bill negative amounts if the billing days is < 0 and also if the item can be prorated. |
| 03/09/2009 | Added 'Reminders' to the system. You can add/edit/delete reminders by clicking on the bell icon (located near the posting date on the bottom of the program screen). |
| 03/09/2009 | Cash adjustment entries were created in reverse if you did a billing adjustment and elected to 'Create Cash Adjustment Entries'. |
| 03/09/2009 | Set field items were added for Bill Message Lines (1 - 4). |
| 03/04/2009 | Added a spell checking button to the comment window ( a green checkbox directly to the right of the comment text). |
| 03/02/2009 | The last payment amount and last payment date fields were always blank on bills (only one bill currently uses these fields). Both of these fields are now displaying the correct values. |
| 02/26/2009 | The meter import process was reporting "zero usage" in many cases; which was not the case. The correct non-zero read & usage was correctly being saved to the service(s), but the message was still present. |
| 02/26/2009 | Fixed an Itron export issue. The high and low usage values in the export file were not in the correct format. |
| 02/25/2009 | The Pervasive to .Net conversion dialog was modified. It now allows you to create a new database directly from this window. The Net Common path was also removed from this window (it's no longer needed). |
| 02/25/2009 | Some of the postnet barcoded bills were being printed at the end of the print job. This has been fixed. All postnet barcoded bills will be at the front of the print job, followed by non-postnet barcoded bills. |
| 02/24/2009 | Fixed a bug in the 'Consumption Report'. If a valid meter change was encountered, it's usage was carried over to trailing services. |
| 02/23/2009 | A bug in the receipt totals window was reported ( sent via. exception message to our FTP site). This problem has been fixed. |
| 02/23/2009 | A very minor change was made to the Itron meter export. |
| 02/23/2009 | The main account screen was modifed so that you could view the primary account information while viewing the other tabs in this screen. |
| 02/23/2009 | An error was produced when deleting an item from the 'Disabled Scheduling Dates for Work Orders' grid. This problem has been resolved. |
| 02/20/2009 | You may now filter by the amount paid in the Receipt Totals window. |
| 02/19/2009 | Added the ability to use existing report option windows when using the report profiles. |
| 02/18/2009 | The route field stored on service(s) was not being updated when the route on the account was changed. |
| 02/17/2009 | Generic data export was added to the program. |
| 02/16/2009 | Enhanced report conversion logic for bills, past due + shutoff notices, and full page work orders. |
| 02/15/2009 | A file mode option was added to the journal export process. You may overwrite existing entries, or append them to the end of the file. |
| 02/15/2009 | A read suffix was added for re-read and manual read types (when viewing the entry in history). |
| 02/15/2009 | An option was added to the past due shutoff wizard to allow for a custom history action (if you elect to create history entries). |
| 02/11/2009 | You can now select multiple cycles when running a process. It's under the Account Range area in the process window. You have to select 'Other Range'->'Use Multiple Cycles' -- after which you may select up to 6 cycles. |
| 02/11/2009 | A bug relating to meter read history entries was found/fixed. If you had a current read (actual/estimate) on a service and imported a read over the top of it, the system would create a duplicate meter read history entry. |
| 02/10/2009 | Added an action button next to the previous read field. It allows you to initialize the meter read. |
| 02/09/2009 | Added 'amount paid' column to the receipt table view.
A bug was found/fixed when setting the initial previous reading. |
| 02/05/2009 | Added a couple minor changes to the update log viewer.
The account data sync utility was modified. |
| 02/04/2009 | History Register by user report added.
GL summary information was added to the receipt register.
A couple of fields/columns were added to various GL drilldown windows (when viewing entries from GL). |
| 02/03/2009 | Post payments en masse process added. |
| 02/02/2009 | Logic additions were made to the 'Export one meter per service address' option. It does a better job of figuring out which account is the most recent address (if they are all inactive).
Added a filter option (billing status) to the meter change list. It's also correctly filtering out all services that didn't have a meter change associated.
A 'Display UB Payments' checkbox was added to the receipt totals window. You can now filter by all 4 payment sources in this window ( i.e. UB payments, CR payments, ACH payments, and Lockbox payments ).
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| 01/30/2009 | Final biling wizard bug fixed. If you deleted/removed the final date in the wizard, the system would throw an exception. |
| 01/30/2009 | Any customer with a status of 'Do Not Bill This Cycle' was not being reset to 'Active' or 'First Bill' (depending on which option you have set) after the bill was journalized. |
| 01/29/2009 | Added the 'due date' for the last journalized billing on the account side bar.
A percentage based progress is now displaying while the report is 'sorting'. |
| 01/29/2009 | Added an action button next to the current read. It allow you to Clear the current read, or to Reset the current reading to zero (actual).
The history screen is now forced to refresh if any of it's detail items are modified.
The posting date for the history detail screen is now enabled in a few extra scenarios. It will still remain disabled if the item has already been posted to GL. |
| 01/28/2009 | A print button was added to the Receipt Totals window. |
| 01/28/2009 | The ACH blocking factor was incorrect if the file was exported in proof and final run.
Logic was added to circumvent update looping issues.
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| 01/27/2009 | The log file that is printed after printing or exporting bills was totaling incorrectly in a couple scenarios.
A few auditing window changes were made. |
| 01/26/2009 | Added the ability to change the default history sort order (date created vs. date posted). This setting is located under Program Setup->My Settings->My Preferences.
Two additional report slots were added to the past due / shutoff wizard. You may now print up to three reports from the wizard.
The old meter location and the meter change date are copied to the new meter during the meter change wizard.
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| 01/26/2009 | The generic bill export process was modified. There were a few differences between the old version and the new version. These differences were resolved to make the file layouts identical. |
| 01/23/2009 | ACH bug found/fixed. The batch header checksum value was wrong in certain cases. Also, the 'create offsetting entries' option was not working properly. |
| 01/23/2009 | The 'receipt totals' icon and utility was added back into the system (in the bottom right hand corner of the program).
I changed the user and work order calendar icons to resemble the Pervasive version. |
| 01/22/2009 | Added 'posting date from / to' date range fields to the GL export window.
The process log viewer now displays any errors that we created during the mass history entry reversal process (they were previous shown on a report). |
| 01/21/2009 | Fixed an install/update realted issue. Machines with restricted local security are sometimes getting caught in an infinite update loop. |
| 01/21/2009 | An ACH related bug was found / fixed. The credit + debit summary total at the end of the file was incorrect. |
| 01/20/2009 | A few report conversion issues were resolved.
Fixed a bill printing bug (billing items were not always sorting correctly). |
| 01/19/2009 | Fixed a bug relating to the 'if late amount' that gets printed on bills. The amount printed was always assuming that the penalty had not yet been calcuated. This has been fixed. |
| 01/19/2009 | When adding a new work order, the scheduled date would change to today's date when the scheduled time was altered. |
| 01/13/2009 | Added the ability to delete history entries (w/ tech support utility). |
| 01/05/2009 | An option was added to advance reads for un-billed services. This applies to services that are being tracked but not actually being billed. |
| 12/30/2008 | The dialog for dependent services was changed to show the attached usage.
GL receivable balances are now being displayed in the billing register and the aged account receivable reports.
Receviable GL #'s can now be generated on-the-fly in the balance manager (to aid in balancing). |
| 12/23/2008 | Added the past due / shutoff date to the report options dialog. This allows you to enter a past due date without having to run the past due / shutoff wizard. |
| 12/23/2008 | Fixed the billing from/to dates to factor in meter changes that were applied during the billing (if you elected to print current/previous reads on your bills). |
| 12/22/2008 | Fixed a bill printing issue (billing dates were reversed on the BS&A Duples Bill).
I also added print functionality to the comment dialog(s). |
| 12/18/2008 | Final billing problem resolved. |
| 12/18/2008 | Work order calendar modified to include the service address. Double clicking on the work order also takes you to the account/work order. |
| 12/17/2008 | Print bug fixed. When creating a new report and basing it off an existing report, the system was not printing the report footer totals (found in a several reports). |
| 12/16/2008 | History register report was modified.
Full page work order report was also modified. |
| 12/16/2008 | The account data sync utility was updated. There were a couple scenarios where it was producing an error. Several speed optimizations were made as well. |
| 12/11/2008 | Quick Adjustment feature added. You can quickly adjust amounts from the history screen by right-clicking on the entry and selecting 'Quick Adjust'. This will allow you to adjust the amounts that were created when the history entry was added. |
| 11/26/2008 | Bug fix - History entries with a $0.00 amount were being created on credit accounts.
Added account balance to the penalty/interest register. I also modified the layout. |
| 11/26/2008 | Refund deposits en masse proceess was added. |
| 11/21/2008 | Audit tracking changed to include more details. It's now showing the record name as opposed to the record id in the details.
Database synchronization utility added. You can use this to send account information directly to support.
Several dialogs were modified to fit 800x600 resolution.
Several other bugs were found / fixed. |
| 11/10/2008 | Comments weren't loading correctly in a few odd scenarios. This problem was fixed.
A few bugs in the Billing cycle templates form were also fixed. |
| 11/06/2008 | Billing cycle templates added. This feature allows you to customize the events/processes that are used for specific cycles (i.e. metered, flat rate, final, etc). |
| 11/04/2008 | Charts added to the history screen. |
| 10/30/2008 | Batch email bills process added. |
| 10/28/2008 | Print from history bug fixed. |
| 10/21/2008 | A few reporting issues were fixed.
Several setup reports were added. |
| 10/17/2008 | Added Audit reports catetgory + one audit report.
Fixed several advanced report options issues. |
| 10/08/2008 | Added several setup reports. |
| 10/06/2008 | Fixed a billl printing bug. |
| 10/01/2008 | A few delinquent tax export bugs were fixed. |
| 09/29/2008 | Added 'Total Balance' field to the history register. Also, the reference number on a journal entry can either be an account number or location ID (depending on the 'use account numbers rather than location ID' flag program setup). |
| 09/26/2008 | Report conversion added. |
| 09/23/2008 | A couple letter writer template issues were resolved. |
| 09/23/2008 | Several bill printing issues were fixed. |
| 09/20/2008 | Letter writer added. |
| 09/17/2008 | Fixed a receipt journalizing issue. If a converted receipt had not been journalized and was paid through CR, it was not being allowed to journalize (since CR handles the journalizing in the current version). |
| 09/17/2008 | BETA TESTING BEGINS
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| 08/13/2008 | Added some more budget billing fields, and cleaned up the budget billing interface/process to make it easier to use (and much more flexible). |
| 08/12/2008 | Fixed a report writer bug (wrong summary total values on a few reports). |
| 07/29/2008 | Fixed a concurrency issue when posting payments to the same account at once. |
| 07/29/2008 | Fixed several payment import issues. |
| 07/29/2008 | Added a CR->UB posting fix. There was a bug when journalizing CR receipts with multiple UB receipt lines. The following error message was displayed as a result: "More than one reference to the receipt number: '" + crReceiptNumber + "' was found in UB". A new field was added to track the unique id of each row - as opposed to using the CR Receipt # which was not unique. |
| 07/23/2008 | Budget billing was added to the system. This includes the following:
1) The budget bill calculation process.
2) Logic to calculate the budget amount when calculating bills.
3) Logic to journalize the budget amount(s).
4) Synchronization logic to balance the budget amount(s) billed to the actual calculation amounts. |
| 06/20/2008 | Archive system added (view and create). There are still a few kinks that need to be worked out.. |
| 06/17/2008 | Lots of history and history report fixes. The balance column was also added to both history reports |
| 06/13/2008 | Fixed a performance problem when loading history for an account. It loads 10x faster now. |
| 06/11/2008 | The master account screen was changed around quite a bit. I added 5 user fields to this screen, and I allow the user to select which user fields they want displayed on the main screen. |
| 06/09/2008 | I finally got all bill based group headers to sort correctly - to include advanced printing options (postnet, zip, carrier route, etc.). |
| 06/03/2008 | Bill Balance field added to the account table and account search results window. It's not an indexable field though - since it's a calculated column. |
| 06/03/2008 | Advanced bill printing sort logic added (postnet barcode, zip, carrier route). |
| 05/28/2008 | 'If Late Amount' bill printing field logic added. It calculates this amount factoring in credits, future penalty - interest - late charge amounts (based on the due date). |
| 05/27/2008 | Linked record table view tools added ( mark linked accounts, mark linked meters, etc ). |
| 05/23/2008 | Account range load/save option was added to a dozen dialogs. |
| 05/22/2008 | I fixed a nasty Cycle Manager bug (when deleting items). |
| 05/21/2008 | Fixed a few receipt problems. One of which was in regards to void receipt numbers not being generated correctly -- i.e. old receipt number + V. |
| 05/21/2008 | I removed some of the clutter in Program Setup. Meter setup items were grouped in one dialog, and Work Order setup items were grouped in another. |
| 05/21/2008 | Payments are now being displayed as positive amounts (non-reversal). The only exception is in the history edit screen; the transaction amount is displayed as negative since it decrements the balance. |
| 05/16/2008 | Added a window to show un-posted journal entries (if you click the exclamation mark icon). |
| 05/16/2008 | Added the ability to journalize a single receipt (Receipt Edit->Tools->Journalize Receipt). |
| 05/15/2008 | Fixed a handful of CR->UB interface bugs. |
| 05/14/2008 | More bill printing fixes.. I also added a few database changes. One of which is needed for the latest version of GL. |
| 05/12/2008 | I fixed a bill printing performance issue that Anna was having. |
| 05/12/2008 | Several advanced Rate options were added (ported over from the old version). I also hooked up the daily usage rate logic (and service discount %). |
| 05/08/2008 | Fixed a meter import bug. I also added usage checking messages to the log. |
| 05/08/2008 | More 'billing item tasks' setup stuff.. I added the following options (which are used in the actual processes): 'Include inactive accounts', and 'Prompt for backup'. I also did some reworking of the Cycle Manager dialog and added filter options to it. |
| 05/08/2008 | Added 'Export Bills to Printing Company' to billing item tasks setup. You can now create and run this process through the cycle manager. Note - you'll need to add this item yourself, or if you reconvert it will be added for you.
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| 05/08/2008 | Fixed a bug that was injected by removing the 'status' field from the service table. |
| 05/08/2008 | I added a linked label that allows you to edit the current meter during a meter change. Also, I'm setting the old meter status based on the user's selection - and I'm updating the new meter's status and service address information. |
| 05/07/2008 | Fixed a handful of bill printing problems. The previous balance line was added to several bills, and a calculation flaw was fixed. |
| 05/07/2008 | Dropped field 'status' from the service table. Each service will now use the status of it's parent account - this will help to aleviate confusion (with meter imports/exports, reports, and such). I also added the Account Status field to the following views: Bill Item, Deposit, Receipt, Service, and Work Order. The schema updater will make the above changes on startup - it might take a minute or so to complete. |
| 05/07/2008 | Added a linked label to view/edit the meter when adding a service to an account. |
| 05/02/2008 | I added quite a few changes. Most of them are performance enhancements (reporting, and bill processes). I also did quite a bit of work to the Cycle Manager - bug fixes and a few processes were added. You may now run reports from this window (pending you have a report associated with the cycle item). |
| 04/29/2008 | Added program security modules. |
| 04/23/2008 | Fixed a conversion problem that Kurt found. |
| 04/22/2008 | Fixed a few conversion bugs. |
| 04/18/2008 | Fixed a conversion issue. I also added a Pervasive <--> .NET data validation utility / process. |
| 04/16/2008 | Made some billing item prorate logic modifications. I also added a billing item field to the database 'Set item to do not bill after next bill journalization'. |
| 04/16/2008 | Modified my rate prorating logic. It wasn't performing as advertised (based on the effective date). All is well now. |
| 04/15/2008 | Added the posted/unposted journal status icon to the program status bar. It should toggle colors based on the posting status. I'm going to add a dialog in the near future to display the unposted entries and allow the user to post them when they click on this icon. |
| 04/14/2008 | Added 'live gl posting' to a few more financial operations (deposit add, deposit refund, final bill, and delq tax). |
| 04/14/2008 | Fixed an annoying history problem. Namely, when adding a deposit -- the deposit # was not being stored in the history's additional information. That is no longer the case. |
| 04/12/2008 | Added 'Receipt Journalization' process. Receipt journal entries are no longer created at the time of input, but rather when they're journalized. |
| 04/09/2008 | Fixed an annoying error that was happening at the very end of the conversion (i.e." The suquery return more than one result.."). |
| 04/08/2008 | Fixed some GL posting problems, and I added the ability to print entries once they have been posted to GL. |
| 04/07/2008 | Process based auditing added (account based). Every process now creates audit entries for each field that was modified -- as mentioned, this is account based. |
| 03/27/2008 | Added 'paperless' field and options. With this field, you can omit paperless persons from bill and notice print jobs (and exports). |
| 02/27/2008 | Previous and current read information is now being updated in history when changed on the service. |
| 02/25/2008 | Added a feature to decrease the startup time of the application.
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