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.