CostGuard Version 18.4 Details

Customer Care

FR 2840

Managing Disputes – Add/Edit disputes against a selected item on a customer’s invoice or usage detail.

FR 2845

Removing a Corporate Account – Ability to remove an account from a corporate structure.

Payment Gateway

FR 2811

User interface improvements and enhanced security:

• Search enhancements – search by payment type (Credit, ACH), response or user; and show payment type in search results

• Transaction Timeout (for improved security)

• Localization

OnlineBill

FR 2835

Use Payment Gateway application for additional payment transactions – When OnlineBill is configured to use Authorize.NetAPI, it uses the PGA for additional transactions.

FR 2837

Export to .csv rather than txt – Initially, when choosing to export content from OnlineBill, the content was exported to csv format. This was changed to txt due to European users concern regarding handling of commas. Encapsulation enhancements alleviate concerns related to embedded commas, so that csv format is the preferred method for all users. The exports will contain double quote encapsulation and comma separators (wrapping the cell in double-quotes (ex. “Hello, World”)).

FR 2838

Cookies warning message – In Europe many countries require a cookies message to be displayed for a user the first time they connect to the site to inform them that cookies are being used to track information about them. OnlineBill now provides the ability to create and enable/disable a cookie warning message.

FR 2843

Ability to not show bill period dates for invoice charges on the Payments and Transactions page – new configuration setting defaults to show dates.

Move Service – CostGuard Client & Orders Web App

FR 2841

Move Billing Installment Plans on Move Service – Client and the Orders web application now support moving the remaining balance of Billing Installment Plans when a service is moved. There is a new option when choosing to move a service, to move the remaining Billing Installment Plan and balance to the new account.

POS

FR 2739

Returning Retail Product after Refund Days Limit has elapsed – Ability to return, via Make Sale or Return Request, a sold item that is beyond the defined Max Days for the Refund Days Limit of the POS Register Policy.

E-Pay

AR 8047

Add Notifications for E-Pay Transaction – Ability to automatically notify customers when an E-Pay payment is made, or when an E-Pay payment is not made due to a processing problem.

RateBill

FR 2847

Usage DB Partition optimization – New Admin Console settings to normalize customers’ usage data across partitions. Note: These settings are only available to authorized IDI associates and cannot be set by IDI system users.

AR 7949

Market Usage File Updates – Allows market usage file exported records to be rerated without having to mark/unmark records before and after rating operations via scripts.  Also, empty files are now created for Markets that do not have usage in a given bill period.

Security

N/A

Monitoring and logging enhancements

Workflow

N/A

Resolved Known Issues

• Saving DateTime extended data in a consistent format to resolve issues with 3rd Party integrations. [PR82473]

• Updated Workflow so that sending Communications messages from within the application does not require Manage Definitions permission.

• Updated system so that multiple Workflow Instances are not created from a single CreateAndStartWorkflow request

• Defaulted auto-assignment on new Workflow definitions to be ‘None’

• Added validation to Recurring Trigger to specific Occurs value.

• Updated display so that Notes on Task Details do not wrap when there is still space to display them.

Payment Gateway Application

03/28/2018

Security

03/29/2018

Workflow