2020-05-26 AR Completed Work Review since 2/25/20
Improvements
Billings
Implemented cloning
Ability to import from the grid
Ability to print Billing in XML format
Improved Billing PDF format by adding the date, due date and attention information
Ability to print batch
Payment Locations are now required
Credits
Improved overall look of Credit UI
Limit available credits to those with a remaining amount
Improved the posting of Refunds from Credits
Payment
Ability to import from the grid
Allow user to delete if no receipt has been created or if receipt has been reversed
Ledger Codes
Added validations, 15 character limit and can not contain spaces
Added "Days till due" field. This value is used to set the due date on the Billing based on the billing date.
Receipts
Restricted Receipt generation to require specific permission
Ability to print Receipt from Payment Detail UI
Recreated Classic's ARF roles
Created an AR Ledger grid to allow viewing details of Billings, Payments and Receipts from one grid
Implemented auditing
Bug Fixes
Improvements to the import process and results file
Corrected problem with transaction dates, future dates in the current or next fiscal year are permissible
Corrected a problem with the customer and ledger drop downs not repopulating once the value is removed
Corrected tabbing problems in the Payment UI
Corrected filtering in Ledger Code drop down
Corrected problem with Customer import exception
Corrected problem with payment for multiple billings missing the date, added default date
Added service date to Billing UI
Corrected problem filtering amounts in Billing and Payment grids
Corrected problems with remaining amount and paid amount on Billing detail and grid
All issues completed since the February 25th Focus Group Meeting.