---
title: "IDI Platform Version 26.6 Release Details"
slug: "idi-platform-version-26-6-release-details"
updated: 2026-07-30T13:46:05Z
published: 2026-07-30T13:46:05Z
canonical: "help.idibilling.com/idi-platform-version-26-6-release-details"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# IDI Platform Version 26.6 Release Details

## Release Summary

### Change Orders/Enhancements

The following change orders and other enhancements are included in this release.

| Functional Area | AR/FR | Description |
| --- | --- | --- |
| Billing | FR 3705 | **New RunCenter module for managing billing** A new RunCenter web application gives service providers greater control over their billing process. Refer to the [RunCenter User Guide](https://idibilling.us.document360.io/docs/runcenter-user-guide) in the IDI Knowledge Center. **Note**: RunCenter is currently available only through IDI’s Pilot Program. Please contact your account manager if you would like more information on when the RunCenter will be available. |
| Orders | FR 3744 | [**Tendering enhancements**](/v1/docs/idi-platform-version-26-6-release-details#tendering-enhancements) This provides several tendering enhancements for web transactions: - Allowed Tender Types and Cash Back options follow the Register Policy setup for the prevailing environment. - You can accept tender over the balance due and make change. - You can choose to tender to the penny or round to the nickel. |
| Customer Care | FR 3746 | [**Marking accounts with tags**](/v1/docs/idi-platform-version-26-6-release-details#omitting-accounts-from-paperless-billing) You can create and assign tags to individual accounts. Tags can be used for any specific categorization you need. They also work in conjunction with our Paperless Billing Incentive. |
| Paperless Billing Incentive | FR 3746 | [**Excluding individual accounts from Paperless Billing** **incentive**](/v1/docs/idi-platform-version-26-6-release-details#omitting-accounts-from-paperless-billing) You can configure Paperless Billing in the web Product Catalog to exclude *tagged* accounts (above functionality) from the Paperless Billing incentive. |
| Billing Taxes Calculator (Product Catalog) | AR 9521 | **Support for tax exemption profiles** Enhancements to the the Billing Taxes Calculator in the web Product Catalog let you: - Set the tax exemption to use calculated tax results. - Store the configuration as a profile that can be applied. Refer to the [Billing Taxes Calculator article](https://help.idibilling.com/docs/billing-taxes-calculator-1) in the IDI Knowledge Hub for details. **Note**: The Bill Taxes Calculator requires the IDI Tax API. |
| Customer Care | AR 9441 | [**Applying a one-time payment to a specific invoice**](/v1/docs/idi-platform-version-26-6-release-details#applying-payments-to-a-specific-invoice) For providers that use Paymentus as their payment portal, when making a one-time payment in Customer Care, service representatives can now allocate the payment to a specific invoice. This is disabled by default and must be enabled on an environment basis. **Note**: This was deployed for Customer Portal subscribers in version 26.5. |
| Customer Portal | AR 9531 | **Support using customer's URL instead of myportal365.com** Updates have been made to support using a custom domain the Customer Portal URL instead of myportal365.com. **Note**: Contact your account manager to deploy this functionality. |

### Resolved Known Issues

The following known issues have been resolved in this release.

| Functional Area | PR | Description |
| --- | --- | --- |
| Customer Care | 85087 | **Unable to save changes to a Directory Listing** Directory Listings would not save when the Listing Name (defaulting from the Customer's name) exceeded 50 characters. This issue has been fixed. |
| Customer Care | 85139 | **Sub-service service number values not shown when indented under a parent service.** The Services and Features page in Customer Care did not display the Service Number value of sub-services on the left side of the page when the sub-service was indented under its parent service. This issue occurred in release 26.03 and higher. The issue has been fixed. |
| Customer Portal Subscriber | 85145 | **Issue making payments for subscribers with special characters in their name** Customer Portal users were receiving an error when trying to make a payment when their first or last name contained special characters. This issue has been fixed. |
| Customer Portal Subscriber | 85153 | **Issue making payments for subscribers with non-numeric Hours of Access** Customer Portal users were receiving an error when trying to make a payment when the Hours of Access field on their customer contact was populated with non-numeric value. This issue has been fixed. |
| Security | 85100 | **Unable to change password in web applications** Users who received a password expiration reminder encountered this error when attempting to change their password: *The username/password is incorrect.* This issue has been fixed. |
| Orders | 85129 | **Not saving attribute values** The Orders module was updated to correctly save attribute values when adding a new service or saving/submitting a transaction. |
| Orders | 85151 | **No longer require swap order to sell handset & SIM card on an existing** **service** The Orders web module has been updated to allow selling handsets and SIM Cards to existing services without requiring a Swap order. This allows equipment to be sold under a service in one order and then later swapped onto the service in a separate order. |
| AdvancePay | 85156 | **Auto Renew setting inadvertently set to false during POS transaction** The AdvancePay auto-renew setting on a service no longer gets inadvertently set to false during a POS transaction. |
| Bulk Data – Feature Import | 85130 | **Skip services returned during Bulk Data Import that weren't In original file** When a bulk feature import updates a child service, the Order Placement API also returns the related parent service in the response. The bulk data process attempted to process every returned service, including the parent service that was not part of the original bulk file, which caused an error. Bulk feature import was updated to skip any services returned by the Order Placement API that were not included in the original import file. This prevents errors that could occur when parent services are returned with updated child services during the import process. |

## 

### Platform System Deployment Updates

| **Module** | **Target Deployment Updates** |
| --- | --- |
| Customer Portal | 06/16/2026 |
| Communications | 06/17/2026 |

## Tendering Enhancements

This provides several tendering enhancements for web Orders:

- Allowed Tender Types and Cash Back options now follow the prevailing environment’s Register Policy setup.
- The Tendering page look and feel has been improved. Also, you can now tender an amount over the balance due and make change.
- You can choose to not tender pennies and round up/down to the nickel.

### Adherence to Register Policy Setup for Allowed Tenders and Cash Back Rules

Web Orders now follow the *Tender Allowed* and *Cash Back* rules in the IDI Desktop Client Register Policy for the assigned user’s location.

#### Limiting Tender Options Based on Register Policy

The options available in the Tender Type selector in Orders are limited to those allowed by the Register Policy setup.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144411230.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144411232.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

#### Cash Back Rules Based on Register Policy

Tender types eligible for cash back and the maximum amounts that can be given back are limited by Register Policy setup. When you enable an option and set the maximum limit, you can give change up to the set limit if that tender type goes over the balance due.

> **Note**: This does ***NOT*** observe the *Debit Card Cash Back* setting, as this payment type must be less than or equal to the total amount due.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144411234(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

Transactions that involve cash back can not be completed as specified when:

- The tender type is not selected (checked) in the Register Policy. In this case, a warning is displayed and the **Save** button disabled until that tender type is removed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144411234.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

- The *Max Cash Back Amount* for the tender type is exceeded. In this case, a warning is displayed and the **Save** button is disabled until the cash back is reduced to an amount equal to or less than the *Max Cash Back Amount*.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144412067.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

### Tendering Without Pennies - Rounding to the Nickel

A new *Enable Cash Rounding* setting in Orders under **MANAGE** > **Settings** > **General** lets you choose whether to tender cash to the penny or round to the nearest nickel. Enabling this setting directs the system to round cash tenders to the nearest nickel rather than to the penny. Also, an additional *Cash Balance* value is displayed when tendering a transaction to indicate the potential difference (for example Balance = $181.13 and Cash Balance = $181.15).

![Settings menu highlighting 'Enable Cash Rounding' option for configuration adjustments.](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/Enable cash rounding for bulletin.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

  

**Tendering Rules**:

- Last digit 1, 2, 6, or 7 cents → round down to nearest nickel
- Last digit 3, 4, 8, or 9 cents → round up to nearest nickel
- Last digit 0 or 5 cents → no rounding applied

### Tendering New Look and Feel

The **TAX & TOTALS** tab on the tendering page has a new look with new options for accepting a tender amount above the balance due and making change. The *Balance* field is shown in brown for emphasis, and there is a new *Cash Balance* field shown in blue to indicate the rounded cash balance due when the *Enable Cash Rounding* setting is enabled).

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144412143.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

Both fields are updated as tender amounts are added or subtracted.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144412196.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

  

Below is an example of tendering an amount above the balance due, showing the amount of *Change* due. This example also shows rounding to the nickel.

When you exceed the balance due, the **New Tender** button is removed and a Cash Rounding field is displayed in green to show the amount rounded up or down.

> **Note**: You can still adjust tender amounts. If the adjustment results in a balance due, the **New Tender** button will become available again.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144412205.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

## Using Tags to Mark Individual Accounts

You can create tags in Customer Care via **MANAGE** > **Account Tags**, and then assign them to individual accounts as needed to mark the accounts for special handling. For example, you can mark individual accounts to be excluded from the Paperless Billing Incentive.

> **Note**: This specific application would also require you to add the tag to the Paperless Billing Incentive configuration in the web Product Catalog.

### Creating Tags

In Customer Care:

- Choose **MANAGE** > **Account Tags**..

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-g0fbzxit.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

This displays the Create Tags page.

- Click **+ Create Tag**.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-y5539hmx.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

- Add a tag. Give it a meaningful name that associates it with the intended purpose, for example, Paperless Billing. Then enable it to make it available for selection in Customer Care and the Product Catalog.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-dnamxmy6.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

- Click **Create Tag** to confirm.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-vm3jlcoe.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

Below shows the create tag result.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-w9ccs42m.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

You can edit and remove existing tags as needed via the associated kebob. **Note**: You cannot delete a tag if it is present on an account. In that case, the tag must first be removed from all accounts where it exists.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-srewwjeb.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

### Adding a Tag to an Account

This is done via a new *Tags* tab in the Account Summary Info Center.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-690ybmlf.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

- Click the tab to display a form for managing tags on the account.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-mwwh89fq.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

- Click **+ Add Tag**. This displays a Tag Selector. Any tags created via MANAGE > Account Tags will be available for selection.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-aodo1k61.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

- Select the applicable tag and then click **Add Tag**.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-gufrquz4.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

Below shows the tag added.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-tm8sig9p.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

- Once added, you can remove the tag from the account as needed by clicking **Manage** **Tags** and then clicking the red delete (X) icon.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-nlgpqt0s.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

## Excluding Individual Accounts from Paperless Billing Incentive

Paperless Billing Incentive setup in the web Product Catalog lets you specify accounts to exclude from the Paperless Billing incentive based on a tag present on the account.

> **Note**: This requires you to create a tag for excluding accounts from Paperless Billing Incentive and then assigning the tag to applicable accounts.

On the Paperless Billing Incentive page in the Product Catalog:

- Select tags to omit from the drop down menu.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-6ytex9eu.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

- Once selected, you can remove a tag from the list by clicking the associated remove icon (**X**).

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-iq01u5h5.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

## Applying a One-time Payment to a Specific Invoice

For providers that use Paymentus as their payment portal, when making a one-time payment in Customer Care, service representatives can now allocate the payment to a specific invoice when the functionality is enabled in the IDI environment. **Note**: This was provided for Customer Portal subscribers in version 26.5.

### Setup

This capability is disabled by default. Administrators can enable it on an Environment basis in Customer Care via **MANAGE** > **Paymentus Configuration**. A new *Payment Options* tab is now available with the **Allow payment allocation to a specific bill** setting.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-y4695gu5.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

### Applying a Payment to a Specific Invoice

If the setting is enabled, choosing **Make Payment** will present an option to allocate the payment to a specific bill or continue without allocating:

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780144412585.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)

Choosing to allocate to a specific bill will display a list of unpaid invoices on the account. Click on the selector (**0**) for the applicable row to allocate the payment to that bill. Only one can be selected at a time. If no invoice is selected, the payment is applied to the oldest invoice with an unpaid balance.

> **Notes**:
> 
> Selecting an invoice for allocation will not change how the payment amount defaults in the Payment Details from Paymentus.

> At this point you can still choose to not allocate to a specific bill by unchecking that check box. Unchecking will return you to the previous form where you can continue without allocating.

![Payment allocation interface showing due dates, invoice numbers, and unpaid amounts for bills.](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/List of Invoices.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A37Z&se=2026-11-14T11%3A31%3A37Z&sr=c&sp=r&sig=rw8qracGeEv4M3ZQGptHUTit08WPUbwUImEXoQg9%2FVI%3D)