BillMax Release Notes

BillMax 2018 Q1 4.0.7062 07/11/2018

Major New Functionality

Routine Enhancements and Repairs

System Email Templates

  • Testing of System Email Templates expanded to more templates. Emails sent immediately when testing.
  • Payment Reminders now sent with correct due date.

Scheduling

  • Company and customer name added to Calendar display.
  • Edits to Appointments on the Assignee calendar may now be saved.

Remote Applications

  • Edge service now may be stopped and started from the Staff Portal. Warnings issued/activity prohibited when installing a new license or new AES key and the edge service is running.

Customer Portal

  • Bank Account Payment Methods no longer corrupts bank account number when editing fields other than the bank account number.
  • Option added to notify customer that the Customer Portal is in "Maintenance Mode".
  • Added checks to prevent duplicate accounts.
  • Non UTF-8 characters no longer submitted.
  • Expiration Date now checked when a Credit Card is added.
  • System Email Template "CustomerConfirmation" may be sent to customer for a new Account/Order.
  • P.O. boxes not allowed in the first address line for the location address.
  • Country must be specified as 3 characters.
  • Option added to require at least one payment method.
  • API modified to stop unauthorized removal of payment methods.

VOIP

  • Local Calling Guide endpoint changed from http to https.
  • Listing of VOIP Plans now contains all fields.
  • Logging of CDRs not loaded added.

Ticketing

  • "NEW" button for Ticket Messages no longer disabled after authoring a message.
  • Sort Order for Issues and Resolutions now honored on the Ticket.
  • Queues that are discontinued no longer show up as an option.
  • Characters now rendered correctly for UTF-8 characters that displayed as a black diamond.

Billing

  • Date range of a posted Sale or Store Credit may no longer be edited.
  • Consider settings that propogate from an Account to User to Service. If a setting is set on a child object, it is no longer overwritten by the setting on the parent object unless the parent object setting changes. Specifically, "Sales Return To Be Given When Opening" on a Service is now preserved unless the setting on the Account or User is changed.
  • No longer get "Account Update Error" when billing a disconnect fee during nightly processing.
  • Taxes and Fees now itemized for Credit Reversals on the PDF.
  • Refunds made through credit card or e-check transactions may no longer be deleted.

Other

  • Testing of System Templates expanded to more templates. Emails sent immediately when testing.
  • Projected Suspension Date now takes into account Grace Date.
  • Warning now given on payment entry form when saving payment that is not Cash, Check or Money Order.
  • Warning issued when taking a Profile out of service but the Profile is the default Profile for a Virtual Company.
  • Input fields for Account, User and Service numbers are now hidden for existing Accounts, Users and Services.
  • Defaults for "Use In Web Portal" for Profile Documents now set when creating a new Profile.
  • Facility to move a Payment Method between accounts added.
  • Special Characters are now removed from Credit Card/Bank Account numbers.
  • Simultaneous entry of bank deposits no longer creates database inconsistency.
  • Staff Portal pages checked with XML and HTML validation resulting in some cleanup.
  • Bank File interface modified to allow repeated downloads.

BillMax 2018 Q1 4.0.6824 04/09/2018

Major New Functionality

System Email Templates

TowerCoverage - EUS Submissions - See TowerCoverage.

  • Logging now available.
  • Latitude/Logitude used and tagged as TowerCoverage.
  • Census information populated on User creation.
  • Submissions without Link Analyses are captured.
  • Can specify different Queues based on Link Analyses availability.
  • Best Time/Method to contact added to Ticket.
  • How Did You Hear About Us now captured as BillMax Adcode on Account with optional remapping.

VOIP

  • Frontier CDRs supported.
  • NetSapiens Advanced CDRs supported.
  • CDR Listing added.
  • Future CDR Billing Report added.
  • Multiple CDRs for one call handled.
  • BillMax CDR now include answer time.
  • VOIP plan may now be marked as "Do Not Bill" for testing purposes.
  • Capability to not show a zero amount Sales for Plan billing added.
  • Bill Usage action added to an Account to assist in VOIP testing.
  • Bill Usage action added to an Service Usage Plan to assist in VOIP testing.
  • Functionality to delete CDR file and related CDRs when the CDR billing impact is not finalized.

Service/Package/Item Definitions

  • All billings for a Package may now be rolled up into a single line for bill presentation purposes. Tax Items are still listed individually.
  • Capability to add a table of additional information to a Sale by Service Definition
  • Capability to schedule and execute Price Changes by Service Definition

Other

  • Financial Close Date may now be specified.
  • Projected Suspension Dates are now calculated and stored along with a new Projected Suspension report.
  • USPS address verification now supported.
  • Automated monthly Statements to overdue Invoice customers now supported.

Routine Enhancements and Repairs

IIF Export

  • IIF export limited colon delimited export values to 31 characters. It now limits export values to 31 characters per level.
  • IIF export for Service Definition now uses Name rather than Billing Description.
  • Functionality added to allow removal of "BillMax:" from Income Accounts in IIF file.
  • Payment Reversals are now booked as Refunds rather than General Ledger entries due to a bug in QuickBooks that occurs when running a Cash based Balance Statement if G/L entries are used.

Ticketing

  • manageFiles now handles Ticket Escalation files.
  • Message Inbox performance improved.
  • Error when loading large message fixed.
  • User/Service Location information added to Ticket Notifications.
  • Added Preferred Method/Time for Contact.

Customer Portal.v2

  • Reset password now sends email to Customer.
  • Delayed billings until Service activation are now marked.
  • Zero sales price for items in Shopping Cart now handled.
  • New Ticket may be created on new orders.
  • Setup fees now handled during ordering process.
  • Maximum login failure attempts now honored.

Other

  • Deleting an Appointment now deletes related Notes.
  • Index on ticket table improved resulting in quicker Account page loads.
  • Functionalitly added to allow removal of "BillMax:" from Income Accounts in IIF file.
  • Suspend by Overdue Service now uses Account Profile Overdue Minimum Amount for testing purposes.
  • No longer allowed to create a Sales Return Invoice with an effective date before the Original Invoice.
  • FCC 477 report no longer include Prospective Services.
  • FCC 477 report no longer duplicates data due to fiber deployment.
  • LCG lookup no longer fails when key is non-numeric.
  • Permissions checked for Account Immune and a Note written when changed.
  • Billing Statement load time reduced for existing Billing Statements.
  • Tax Items now have a Billing Label.
  • Mapping azimuth is now correct.
  • XML for Documents now uses numeric codes for entities.
  • Cloning a Service Definition now adds "_CLONE" to the Name field rather than the Billing Display.
  • The "&" sign is converted to "and" for First Name, Last Name and Company when credit card and or e-check information is submitted to IPPay.

BillMax 2017 Q4 4.0.6650 12/12/2017

Routine Enhancements and Repairs

BillMax 2017 Q4 4.0.6618 11/14/2017

Major New Functionality

Display

  • Display fieldset size normalized by row for various pages.
  • Display of fieldsets for each Staff member customizable for Accounts and Users, both visibility and order of display.

Ticketing

Service Level Agreements (SLAs)

  • Functionality for specifying SLA metrics for a Queue or Account has been added.
  • SLA metrics may default to all Issues in a Queue or be specific to an Issue.
  • Automated escalation and notification based on SLA metrics is supported.

Queues

  • Notifications of Ticket Activity may be sent to Team Members.
  • Permissions on Ticket Activity now configurable.
  • "From Email" configurable separately for Messages and Ticket Notifications.
  • Use of Messages may now be customized. Messages may
    • Not be used at all.
    • Be added from the Staff Portal only.
    • Be added from the Staff Portal and emails from Staff only.
    • Not be emailed.
    • Be emailed to Staff Only.
  • Service Level Agreements may be attached to Queues.
  • Each Queue may now have its own set of Ticket notification Templates for notifications sent to the customer.
  • Notification of a new message added to a Ticket may now be sent to the customer.
  • Issues may now be classified by Issue Class which is used in conjunction with Service Level Agreements.
  • Team Members
    • Are now added directly to Queues.
    • May be excluded from Round Robin assignment.
    • May be excluded from Assignment.
    • May have Ticket Notifications configured.
    • May have Ticket Permissions configured.

Tickets

  • Services applicable to a Ticket may be selected and Provisioning information displayed.
  • Extensive Notes on Ticket activity are collected.
  • Tickets may now have Subscribers.
  • New Messages no longer automatically reopen a Ticket.
  • "Reopened" and "Inactive" Statuses no longer supported.
  • "On Hold" Status added with a Date to Reopen.
  • Ticket Attachment storage now standard within BillMax.

Ticket Notifications

  • Extensive notifications of Ticket activity may be sent to Ticket subscribers.
  • Notifications may be sent from different email than messages.
  • Automated escalation Notifications may be sent based on SLA metrics.
  • Staff Notifications include ticket information as well as any Service data.
  • Staff Notifications may include a link to the Ticket for ease of access.
  • Ticket Subject automatically populated from Issue when created via Staff Portal.

Ticket Listing

  • Automated refresh of the Ticket Listing supported.
  • Merging Tickets is now supported

Messages

  • Multiple files may be attached to a Message when using the Staff Portal.
  • Service Provisioning information may be added to a message at the click of a button.
  • Messages created through the Staff Portal are eligible for "Edit as New" functionality.
  • More information about authorship and recipients of Messages is now available.
  • Staff may create a personal signature to be include when authoring a Message from the Staff Portal.

Appointments

  • Appointments may be added to a Ticket.
  • Appointments added to a Ticket now inherit the Services selected on a Ticket.

Other

  • Tickets creation may be started from the Account General tab.
  • Tickets created from the Account General tab default to being associated with the first Open User.
  • Staff may be flagged such that Tickets may not be assigned to them and therefore will not show up in "Assignee" selections.
  • Search by Ticket Number added.

Routine Enhancements and Repairs

Staff Portal Enhancements

Display

  • Improved look of long labels.
  • Display of Next Appointment Date on Account now honors local date format and displays time in 12 hour notation.
  • Register display now flags transactions that are not cleared rather than those that are cleared.
  • Removed Account from Invoice and Billing Statement listings on the Account Register.
  • Eliminating display of selection entries that are not relevant now works in Internet Explorer.

Notes

  • Display of Notes may now differentiate between system generated and staff generated notes.
  • New Notes tab to show Notes in expanded form.

Lists

  • Deletion of List Items no longer allowed.
  • List Items are now either Active or Discontinued.
  • Discontinued List Items are no longer shown if not applicable.

Listings

  • Complete listing of data of Tax Groups available.
  • Complete listing of data of Tax Regions available.
  • Service Contract End date now available in Service Listing.
  • Percent (%) characters now handled cleanly.

Appointments

  • Appointments now display the Service number.
  • Appointments no longer display Closed Services unless requested.

Reports

  • Service Churn report reformatted and supports "Show Detail" and "All"
  • Conditions where FCC 477 report could generate invalid technology codes have been fixed.
  • FCC 477 speed is improved.
  • FCC 477 no longer fails with "Internal Server Error". This error was dependent on Operating System and Apache httpd version.

Mass Emails and Custom Templates

  • "Process" mode now continues on failure. This allows (for instance) the sending of emails to customer base even though several accounts may have bad emails. "Test" mode does fail however so errors may be identified and corrected.
  • Removed send immediately option as use can result in very slow processing and timeouts.
  • Removed max query test results parameter; Instead test all results.
  • Added in-line SQL option.
  • Added examples.
  • Don't allow "Test" unless form is saved first.
  • Don't allow "Process" unless "Test" is run first.

Other

  • If not logged in and referencing a BillMax page, after login the user will continue to the referenced page.
  • No longer necessary to reload browser cache on an upgrade.
  • "filesdirectory" in the "systemstate" list now accepts paths relative to BillMax directory.
  • KML download of map of Services by POP now available.
  • CSV files now cleanly generated with html link in data.
  • XLSX files now cleanly generated with html link in data.

Staff Portal Repairs

  • Interface no longer disabled when an invalid geocode function is entered in Global Options.
  • Padding added to input fields so that cursor visible across browsers.
  • JavaScript error no longer occurs when closing the Preference dialog.
  • Manual allocations now include tax amounts.
  • Sale/Store Credit allocations no longer display broken link.
  • Eliminated use of double quotes or backslashes in the Product Definition Name and Billing Display.
  • Ampersand in the Product Definition Name and Billing Display no longer causes display or editing issues for a Product.
  • The Account Profile default Tax Regions is now honored when creating a new Account and changing the Account Profile.
  • Account Profiles that are not Available and not in use by an existing Account are no longer displayed when viewing the Account.
  • Printer Display on Dashboard now functions correctly on Internet Explorer.
  • Search by Service Name in Payment entry now works.
  • Restart of customer portal is no longer required when new license is entered.
  • Use of service definition's "Use user loginid and password" option no longer unconditionally updates service values when user is updated.
  • Some service definition provisioning flags are not yet available. These are now hidden until implemented.

Backend Enhancements

  • FCC 477 report now properly supports fiber. Deployment location for fiber is the same as the subscriber location.

Backend Repairs

  • Credit card identification now include new Master Card Bin number.
  • Implemented FOP workaround to keep FOP from crashing when generating PDFs.
  • Credit Card processing error handling improved. System errors no longer disable processing retries.
  • Divide by zero error no longer occurs for Tax Groups with multiple Tax Items that have a zero tax rate.
  • CIM processor module now handles data containing a single quote.
  • Force the use of TLS 1.2 when connecting to Authorize.Net.
  • Install log (main) now saved in pkg directory.
  • List of yum package dependencies updated.

Customer Portal Enhancements

General

  • Accepted credit card types can now be configured. Set availability in cctype list.
  • In new portal, utilize embedded image data when referenced in documents instead of URLs. This simplifies the setup.
  • Added new one page sign up option in the new portal.
  • Added option to display a system message in the new portal when the customer logs in. See "Customer Notice" in "Remote Application Setup"
  • New portal no longer uses the user administrator setting on the account. This decision may be revisited so this field will remain on the account until a final decision is made or the new portal is updated to use this feature correctly.
  • Added new templates for forgotten portal credentials so both customer portals may be used at once (to facilitate the transition).
  • Speed of new portal SVN install improved by moving vendor directory out of SVN.
  • Improved self service of devices in new portal. This includes a new package flag to propagate package variable changes to underlying services.

Customer Portal Repairs

General

  • Updated both portals for use with PHP 5.6+.
  • Corrected form errors in new portal with https hosted sites.
  • New portal no longer crashes when the account has no bills or no auto payment methods are available.
  • New portal on BillMax host is no longer insecure. Location moved outside web server's document root.
  • File permissions for new portal on BillMax host are now correct when symbolic links are used.

BillMax 2017 Q1 4.0.6323 06/01/2017

Routine Enhancements and Repairs

Backend Enhancements

0001619
Corrected startup script for customer portal and fetchmail programs to ensure database is started first.

Backend Repairs

0001606
Corrected HTTP response header in loopback.cgi.
0001610
Image names with parenthesis no longer cause references to local files in statement email.

Customer Portal Repairs

0001620
Fixed forgotten username and password functionality broken in 2017 Q1 4.0.6250 release.

New Customer Portal (beta)

0001617
Use Linux line ending in all portal text files.
0001622
Changed number of transactions displayed to 20 per page and reversed order so most recent transactions are shown first.
0001623
Fixed service lookup when no user is specified.
0001625
Added option to omit ticket functionality.
0001626
Added menu bar options where top and bottom html may be customized.
0001627
Force logoff when browser closed. Note due to browser restrictions this option may not always work. A suitably short time out is therefore recommended.
0001628
Removed remember me functionality.
0001629
Fixed crash when no billing method is available.
0001630
Don't show menu icon if menu is present.

Other Enhancements

0001624
Changed Regular Expression (regex) engine to Posix's PCRE. Modified regexes for passwords to use PCRE expressions.
0001632
Added support for 833 and 933 numbers in CDR processing.
0001633
Added logic to allow the Customer portal to remain running while the global AES key is updated.

Report Enhancements

0001602
Added due date, transaction number, start date and enddate to account register report.

Staff Interface Enhancements

0001618
Tab characters are now removed on entry from all input fields.
0001631
Service Definition Provisioning tab was reorganized for better clarity.

Staff Interface Repairs

0001607
Service Definition is now viewable when comma is present in Default field.
0001609
KML export now honors selected pops list.
0001615
Document sending methods greater than seven may be set.

BillMax 2017 Q1 4.0.6250 04/07/2017

Routine Enhancements and Repairs

Staff Interface Enhancements

0001600
Default display of calendar now includes Assignee scheduled unavailability.
0001597
Receipts now display amount as positive.
0001590
Increased number of automated sending options from 5 to 12.
0001583
Added the SQL NOT operator to the Refine Search functionality.

Backend Enhancements

0001599
Database checking now checks for Package and Subordinate Service inconsistencies.
0001593
Better error handling instituted for credit card transactions when network issues are the problem.
0001591
Email body now populated when sending Receipts or Statements.
0001582
Increased character limit of SQL for Customized and Memorized reports from 2048 to 65535 characters.

Report Enhancements

0001596
Detail Display of the Future Billings report now includes description for one time transactions such as setup and deposit.

Staff Interface Repairs

0001594
Bulk assignment of Tickets now always displays list of Team members.
0001592
Due date no longer automatically set for Invoices created through interface for Billing Statement customers. Due date set when Billing Statement created.

Backend Repairs

0001598
IPPay Refunds now work in all scenarios.

Beta Inclusions

0001601
Beta version of new Customer Portal included. See Customer Portal V.2 Server Setup (Beta) and Customer Portal V.2 Customization (Beta).

BillMax 2017 Q1 4.0.6218 03/23/2017

Routine Enhancements and Repairs

Staff Interface Repairs

0001588
Entering 12 AM as the end time on an Appointment no longer causes an inifinite processing loop.
0001589
Calendar now displays appointments correctly when 12 AM specified as the end time.

BillMax 2017 Q1 4.0.6209 03/20/2017

Routine Enhancements and Repairs

New Functionality

0001580
Can now bullk assign tickets.

Staff Interface Repairs

0001581
Refine Search for Services by Service Definition Name now works correctly.
0001585
Timeentry HTML files now have absolute references.

Backend Repairs

0001586
Lengthy processing of documents now handles case where third party renders a document while process is still running.

Report Repairs

0001587
Sales Report using "Accrual Exclude Deferred Revenue" option now works correctly when Wash Sales are not included.

BillMax 2017 Q1 4.0.6170 03/08/2017

Major New Functionality

Routine Enhancements and Repairs

New Functionaliy

0001561
Specifying per Package/Service additional billing text for Sales/Store Credits to be displayed on Billing Statements/Invoices is now available.
0001560
Account "popup" text can now be specified to be viewed in a dialog when initially accessing an Account.
0001558
Can specify Charge Type and Description for Sales and Store Credit writeoffs.
0001555
Can enable/disable printing from the interface.

Staff Interface Enhancements

0001579
Can now specify a customized Setup Price when adding a Service.
0001572
Combined Address fields now shown for Service Location/User searches.
0001571
Account Company and Virtual Company now available for Ticket listing.
0001570
Account and User County now available for Ticket listing.
0001569
Account and Users in Ticket listing are now links.
0001567
Unpost message for Invoices now displays Billing Statement reference, not the internal database identifier.
0001566
Setting Effective Date on Billing Statement removed.
0001565
Duplicate Payment Methods no longer allowed on an Account.
0001563
Transaction notes now displayed in same font as rest of Billing Statement/Invoice.
0001562
Transaction notes now displayed during and Billing Statement/Invoice preview.
0001557
Can specify a Login ID/Password when creating an Account rather than after first save.
0001548
Status change on a Service no longer navigates Account to Pending Transactions tab.

Report Enhancements

0001577
New Recurring Package/Service Churn report.
0001575
Sales Tax filtering by Tax Class, Tax Region and Tax Group now supported.
0001559
A/R filtering by Account Class now supported.
0001556
Sales Tax report now include gross totals.
0001556
Sales Tax report now include a Cash Only option.
0001531
Sales report filtering by Charge Type, Service Definition or Service Class now supported.

XML Enhancements

0001564
POP now included in billing transaction if applicable.
0001553
Phone and Fax number of Account included.
0001552
Latitude and Longitude of User included.

Customer Portal Enhancements

0001537
Note added to Account when customer adds or deletes a Payment Method.

Staff Interface Repairs

0001568
Tax Region and Taxable settings of existing Items now displayed correctly when viewed in interface.
0001550
Tax Region and Taxclass now set when NOT APPLICABLE on One Time Sales.
0001549
Status change on a User now refreshes the Account.
0001547
Bill one term in Prospective now uses the Service price, not the Service Definition price.
0001546
Add Package Element - Pricing now honored from Package setup.
0001545
Requeued Documents now matches query results in Staff Interface.
0001542
Allocations for Reversed Payments/Refunds no longer shown.
0001541
Allocations to refunds now show correct payment.
0001536
Billing Statement balance no longer incorrect when subsequent payment entered on same date and Billing Statement re-viewed.

Back End Repairs

3yy
0001551
Nominal price now set correctly on autobilled one time Package elements.
0001540
Check Tax Status no longer errors with "no more rows".

Report Repairs

0001576
Sales report using "Accrual Exclude Deferred Revenue" option no longer fails on a sale created by "Bill First Price in Prospective Status".

BillMax 2016 Q3 4.0.5954 11/10/2016

Staff Interface Repairs

0001533
Country from Virtual Company now used on new Account when lowest numbered active Virtual Company is not numbered 1.
0001529
Changing a Sales Item rate followed by a click on Save no longer ignores the rate change. The new price is now computed.

Back End Repairs

0001534
Statement sending now works as expected with Invoice Minimum greater than $0.00 and Activity Money Owed the only sending option checked.
0001530
dbck error no longer prints random number string.

Other Enhancements

0001527
Account Number added to body of email Billing Statements/Invoices.
0001523
Image width set for email Billing Statements/Invoices, indentation removed.
0001524
Account Number added to subject line for email Billing Statements/Invoices.

BillMax 2016 Q3 4.0.5924 09/15/2016

Staff Interface Enhancement

0001512
On the Context Menu the clickable area now extends past the text making it easier to generate a click event.

BillMax 2016 Q3 4.0.5916 09/12/2016

Back End

0001509
Geocoding Canadian addresses where Country a variant from CAN now works.

BillMax 2016 Q3 4.0.5914 09/08/2016

Staff Interface Repairs

0001508
Using calendar icon on Refine Search now populates assoiciated date field.
0001507
Populating description on a new Service or Item sale restored.
0001506
Tax Region list on User dialog no longer displayed behind dialog.
0001507
Android keyboard resize event no longer causes change in element focus.

BillMax 2016 Q3 4.0.5909 09/07/2016

Major New Functionality

Routine Enhancements and Repairs

Staff Interface Enhancements

00001504
Disabled use of Browser stored usernames/passwords using 'autocomplete="new-password"'
00001503
Discontinued use of synchronous AJAX calls in BillMax developed software.
00001498
"Clear Search" now sets the LAST search to the default settings.
00001497
Testing for checked Tax Exemption(s) for Account now done before submittal.
00001494
Can now specify Charge Type or Service Definition on a Start Balance Sale or Store Credit.
00001488
Interface upgraded to JQuery UI 1.12.0. New interface themes may once again be created/downloaded for use using https://jqueryui.com/.
00001469
A Tax Group may now be assigned to a Beginning Balance transaction.
00001467
Asset disposition changed to "At Customer Location" when Asset associated with a Service or Package.

Staff Interface Repairs

00001501
Modify Dialog for unposted Billing Statement now shows buttons for clearing or selecting transactions.
00001500
Dialog of a Pending Deposit now shows Service Deposit information.
00001499
Saving an option set no longer unconditionally triggers an overwrite warning when results are from using an option set.
00001496
Refresh option for Lists now works.
00001487
Interface now usable with Android devices.
00001485
Default Ticket listing now shows all column data.
00001479
Description of a Pending Service or Item Sale now preserved when viewing transaction.
00001478
Discontinued Items belonging to Lists adcodes and cancelreasons no longer display on Account unless selected.
00001471
Can now page through a Last4 listing.
00001463
Appointments set during the noon hour no longer have the incorrect time.

Backend Repairs

00001493
Download of cash based IIF file no longer fails when Start Balance Sale or Store Credit unclassified with respect to Charge Type and Service Definition.
00001491
Allocations dealing partial with partial Sales Returns of Tax on Tax Sales no longer causes an issue.
00001490
report_notgeocoded no longer outputs the User twice.
00001489
Next Try Date now honored for Electronic Check (ECheck) transactions.
00001486
create_applies now works when creating Invoice Internal Allocations when future Sales Returns or Credit Reversals associated with the Invoice exist.
00001484
gencoverage and report_fcc477 no longer report an error when the location for a POP is manually set.
00001483
Cash Sales Report no longer reports errors when Group by Transaction Type selected and there is a Cash Beginning Balance transaction.
00001482
Propay processing no longer generates spurious error.
00001470
Sales and Store Credits that have been Written Off may no longer be reversed.
00001466
Rotation of db.log and dbread.log files no longer result in empty length compressed files.

Customer Portal Repairs

00001481
Customers can no longer accidentally double click causing multiple payments.

Report Enhancements

00001480
report_datacall now includes data based on Interim RADIUS data.

Data Import Enhancements

00001493
Beginning Balances may now be classified by Service Definition or Charge Type.

BillMax 2016 Q2 4.0.5718 05/27/2016

Staff Interface Enhancements

00001462
When specfying individual Tax Item Exemptions for an Account, you can now specify the Exemption applies to all Charge Types.

Staff Interface Repairs

0001461
Account interface now works if usage sales transaction included but no backing usage data.
0001458
Constraint for list "assetidentifiers" for first and last value now correct.
0001457
Snapshot restoration no longer triggers an AJAX error.
0001456
Generation of physical prepaid cards populates Service fields d03-d10 correctly.
0001455
Using CC exclusively to address the ticket queue no longer causes the queue lookup to choose the wrong queue.
0001454
Asset lookup by Virtual Company no longer fails.

BillMax 2016 Q2 4.0.5698 04/20/2016

Major New Functionality

Routine Enhancements and Repairs

Staff Interface Enhancements

00001415
Last 4 digits of credit card or bank account now show in the credit card or bank account entry field rather than separately.
00001414
Account Note added when an Electronic Payment method is added or deleted.
00001397
Company added to the User table.
00001394
Added one time option to disable geocoding on address change.
00001391
Beginning and Ending postdate now displayed with Bank Deposits.
00001389
Account flagged if the last transaction in the account is a Writeoff.
00001388
Functionality to add more overdue notices available.
00001372
More data shown when listing Tax Items.
00001370
"Get Census Location" added to Location dialog.
00001369
Setting of Latitude and Longitude now allowed on Location dialog.
00001367
Assets may now be reserved for Services in Prospective Status.
00001365
Disabling Account automated payment processing may now be done from the Payment Reversal tab.
00001364
BillMax Transaction number added to the Bank Deposit transaction list.
00001363
Payments/Refunds reports now support filtering by tender number and amount.
00001362
Operators ">" and "<" added to Refine Search capabilities.
00001361
Payments/Refunds reports now show BillMax transaction number.
00001360
Payments/Refunds filtering by tender done by checkbox instead of multi select list.
00001359
Bank deposits may now be created without specifying tender types.
00001357
Payments/Refunds reports now display Bank Deposit number.
00001341
Capability to make Option Sets globally available to other Staff Interface Users now available.
00001202
Create ticket, set User and add message may now be done without a manual refresh.

Staff Interface Repairs

00001449
Latitudes/Longitudes on Users and Locations (POP Regions for example) may now be flagged as manually set disabling automated geocoding attempt.
00001446
The Package/Service setting for billing an un prorated term now propagates to Package/Service Fees.
00001445
The Package/Service setting for billing an un prorated term is now honored when going from Prospective to Open.
00001436
"Reset Access" button for re-enabling Customer Portal access now displays correctly all the time.
00001435
"Existing Store Credit to Refundable Cash" no longer times out on Accounts with many transactions.
00001424
Display of columns and column order now preserved when using an Option Set on a list of items.
00001423
Taxdetail table now populated with Debits equal Credits for an Invoice.
00001422
One Time Items no longer display in the Service Change dropdown.
00001421
Payment/Refund amounts no longer editable if part of a Bank Deposit.
00001419
Search results for Payments page no longer displays double scrollbar.
00001418
Search results for Payments shows all matching Accounts, not just the first 25.
00001407
Display of table data no longer shifts during hovering under certain conditions.
00001406
Decreasing Payment Amount and pressing Enter in Payment dialog no longer results in "Cash over allocated" error message.
00001404
Discontinued Tax Items no longer displayed.
00001403
Number of consecuting Electronic Payment failures now editable.
00001402
Filter on Customer Title when viewing a list of Accounts now works.
00001396
Tier dialog now displays correct units.
00001386
System Templates now checked for duplicate names.
00001384
Ticket user set on update if not originally set.
00001380
Setting Sales Return on Close for Account/User/Service no longer causes a billing to be skipped.
00001377
Listing of Service/Package Definitions now includes FCC service type and displays FCC Technology Code correctly.
00001358
Tool Tip for Bank Deposit/Bank Accounts now correct.
00001345
First price no longer referred to in error message when second or third price in error.
00001343
Pressing Enter in "# of transactions to display" on the Account billing tab no longer causes a JavaScript error and a page reload.

Customer Portal Interface Repairs

00001433
Click "here" link for successful changes in login id and password now works.
00001245
Accessing Statement or Invoice information of other Accounts through HTML manipulation no longer doable.

Customer Portal Interface Enhancements

00001395
Account Note added when customer makes payment via the Customer Portal.

Backend Enhancements

00001432
Functionality to stop suspending overdue Accounts/Services on specified weekdays and specific dates now available.
00001398
Functionality to select fees by County now available.
00001196
Improved association of email sender to User in BillMax when receiving tickets via email.
00001196
Option "-p" added to createcust. When used with "-n", billing of Pending Transaction will occur but will not be invoiced by createcust.

Backend Repairs

00001430
Batch Group processing no longer crashes if no Batch Group Process specified.
00001427
Deletion of a Billing Statement no longer affects the Due Date of Beginning Balance data.
00001412
Single quotes in fields used for geocoding no longer cause SQL errors.
00001411
Single quote in POP region name no longer causes error when setting location.
00001399
Propagation of common setting between Account, User and Service more consistent.
00001378
Census data now handled by createcust.
00001366
Enddate Reason now handled by createcust.
00001354
createcust now handles Packages.
00001353
createcust now handles Fees.
00001351
createcust now handles Service Definition Bill Additional Term Yes correctly.

Reports

00001425
FCC 477 report bandwidth limit now 10GB.

Other

00001448
gencoverages now handles POPs with quotes in the name.
00001438
Refunds against electronic payments that have been moved to another Account now work.
00001434
Admin account no longer has to change passwords immediately after initial installation.
00001413
Checking for valid email relaxed.
00001408
importdata now supports the assetdef and asset tables.
00001405
Accounts created from Towercoverage data now created with tax region from the BillMax Account Profile and the proper state abbreviation.
00001401
Permissions on db.log and dbread.log no longer affected by log rotation.
00001392
loadenv now handles TaxItem and Account percentage fields correctly.
00001383
Dates no longer displayed on documents where the Service/Package Definitions are flagged that dates should not be displayed.
00001379
loadenv now handles profiledocument bit fields correctly.
00001374
gencoverages now overwrites existing coverages when more than on POP Region selected.
00001373
Failure of ogr2gr in gencoverages now displays meaningful error messages.
00001371
State FIPS code now populated during geocoding.
00001368
Added support to ticketing for a "trash", a queue that will receive ticketing email if not associated with a known queue.
00001356
Historical Sales Tax Rate now displayed on Sales Tax Report if applicable.
00001442
finalize_billing now prints error messages if they exist.

Documents

00001350
Quantity and Rate no longer display on Deposits for By Location documents.
00001349
Package Deposits now have correct label on By Location documents.
00001348
Duplicate Service Fees removed from By Location documents.
00001347
Missing Packages Fees displayed on By Location documents.
00001346
P.O. Number now displayed on By Location documents.

BillMax 2015 Q3 4.0.5454 11/12/2015

UPGRADE NOTES

The display of fixed Fees such as E911 have been moved on Billing Statments and Invoices. They now show in the Fee Table where USF fees show. If you have a customized Billing Statement or Invoice, verify that a new rendition is acceptable.

This release requires a web browser cache reload.

General Enhancements

0001339
Fixed Fees display in Fee Table in Billing Statements and Invoices.

Performance Enhancements

0001337
Modified Invoice and Billing Statement XSL files to speed up rendering of large documents.
0001336
Modified Register XSL file to speed up rendering of Invoices/Transactions tab having large amounts of data.

Staff Interface Enhancements

0001335
Bank Deposit number now displayed on Payments, Refunds and Reversals thereof.
0001338
Item Sale or Service Sale creation now includes search function when picking Item or Service.
0001334
Payments, Refunds and Reversals thereof no longer allowed to be deleted if part of a Bank Deposit.

Staff Interface Repairs

0001335
Post/PDF now works after the initial creation of an Account without a intervening reload of page.
0001327
Clicking the About BillMax image now leads to https://www.billmax.com.
0001342
Account refreshes on a Billing Statement Post.

Backend Repairs

0001330
In a multi-tax environment, allocations will no longer randomly fail.
0001328
Allocation failure of tax items no longer crashes program.
0001333
Display of PO number on Billing Statements no longer dropped after first entry.
0001331
Tokenization error introduced in release 5417 now fixed.

Backend Enhancements

0001332
Error threshhold option (-m ##) added to efpbatch. If specified, efpbatch will not fail with severe error unless threshhold exceeded. Default is 25.

BillMax 2015 Q3 4.0.5417 10/22/2015

UPGRADE NOTES

A few database tables have had new Indexes added to aid in performance. This includes the financial transaction table (payhist). As such, depending on the size of your database, the upgrade may take longer than usual. Please make sure to allow enough time and diskspace for a successful upgrade.

You may notice a slight difference in the naming convention of the RPM. This was done in order to support checking that the correct RPM was installed (see 1318 below).

General Enhancements

0001322
New "Check Tax Setup" function.
0001321
New "Combine PDF" function. Download a single PDF of all non-Trial Billing Statement/Invoice PDFs created over a date range.
0001318
BxInstall.pl now validates installed RPM against OS to make sure correct RPM installed.
0001310
Attempts to use "tomtom" as the geocoding service now generates an error.
0001319
Processor Void now available in a multi-merchant environment.

Backend Repairs

0001320
dbck (Database Check) now handles Profile latefeeflags correctly.
0001311
If an Account is Opened without simultaneously Opening Users/Packages/Services that were Closed/Suspended with the Account then the Users/Packages/Services are no longer flagged as having been Closed/Suspended with the Account.
0001323
Tokenization no longer assumed to be successful.

Performance Enhancements

0001317
efpbatch runs more quickly. Larger sites (> 7500 active Accounts) may see times savings of up to an hour.
0001317
Viewing/Creating Bank Deposits much faster..
0001316
Applying a Payment is faster.
0001315
Viewing an existing payment is faster.

Staff Interface Repairs

0001312
Default reverse sort order for Bank Deposits now effective.
0001302
Deletion of Notes now works.
0001308
Referral Account field on Service limit of 8 characters removed.
0001307
Transaction Notes displayed on Billing Statements/Invoices now have same font as the transaction.
0001306
AJAX timeouts have better handling.
0001305
Opening a Package with Services previous Closed from Prospective now works correctly.
0001304
Various options associated with Status changes now flow correctly from Package to Service to Fee.
0001303
Suspending and Opening a Service on the same day no longer generates and error.
0001314
Size of background of Invoices/Transaction on Account Billing Tab is now correct.

Report Repairs

0001309
Sales report usign "Exclude Monthly" option no longer categorizes Recurring Sales/Credits as One Time.

BillMax 2015 Q3 4.0.5340 08/19/2015

General Enhancements

0001290
Capability to disable Overdue Emails and Lates fee by Account.
0001291
Integration with credit card processor Propay.
0001292
New webhelp available at https://www.billmax.com/webhelp.
0001295
Updated to new WebGIS geocoder API.
0001298
New Account Profile setting to allow continuation of billing of customers that are Suspended and Overdue.

Backend Repairs

0001234
Automatically billed items have a correct nominal price.
0001238
Permissions tests done before Service Creation. Minimizes possbility of Provisioning/Service mismatch.
0001240
Errors no longer reported for Profiles that use fourth and fifth delivery methods.
0001241
Errors no longer reported for Account that use fourth and fifth delivery methods.
0001247
Document Fee no longer assessed on mid month statement creation when not sent.
0001251
Multiple Tax Item exemptions on the Account are honored.
0001252
Transaction Type consistent between web view and Print Friendly/Spreadsheet.
0001253
Sign on monetary amounts consistent between web view and Print Friendly/Spreadsheet.
0001254
Sum of debits and credits for a Bank Deposit of Transaction Type All correct for Print Friendly/Spreadsheet.
0001263
Database checking for provisioning conflict checking honors the "Unique" flag on the Package or Service Definition.
0001270
Permissions for Moving Payment changed from System Administration to Billing Write.
0001273
Database checking no longer reports an error 13224 for tax only Store Credit transactions that may occur due to an import.

Backend Enhancements

0001256
"List Zero Amount Sales" propagates to Fees associated with a Package or Service.
0001262
Adding the first Open Service to an Account will reset the "Billing/Prorate Day of Month" contigent on the Profile setting.
0001276
Nightly processing now checks that a previous Service Change is resolved before trying a new Service Change.

Staff Interface Enhancements

0001219
Printing subsystem viewable on the Dashboard.
0001220
Emailing subsystem viewable on the Dashboard.
0001236
"New" on List page removed to avoid accidental creation of a new List.
0001237
Labels of columns of list of Bank Deposits changed for clarity.
0001239
Service price changes displayed in dollars rather than cents.
0001242
Existing BanK Deposits can have Transaction Type change to ALL.
0001250
Top menu "Billing" changed to "Billing Configuration" to minimize confusion with "Billing" tab on Account.
0001259
Multiple Account Monthly Sales Repair removed.
0001260
Multiple Account Allocation Repair removed.
0001261
Filtering on Tax Region selection added.
0001267
Speed improvement when saving a Note.
0001269
Profile and Virtual Company setting may be persistent when moving a customer from one to another.
0001272
Added display of service name (d01) to register view for Sales and Store Credits.
0001274
Speed improvement of retrieval of transactions for a new Bank Deposit.
0001275
Old Service Changes that did not complete correctly may now be cleared through the interface allowing for new Service Changes.
0001277
Verbiage added to indicate saving a Service Change has occurred even if an error condition occurred.
0001280
Spreadsheet/PDF output of Recurring Packages now correct.
0001294
Single quote in account phone number no longer causes interface error.

Staff Interface Repairs

0001232
Check for email address works when email Automated Billing Method choosen for an Account.
0001235
Submitting bad data for the total of a Sale or Store Credit no longer results in a bad nominal price.
0001255
Taxable setting for Items editable.
0001264
Delay for reorganizing fields sets on web page increase from 300 to 500 milliseconds to accommodate Firefox users.
0001265
Reference to non existent function "setLogin" removed from User template.
0001266
Bug causing search for User with a blank number is fixed.

Report Enhancements

0001287
Added Account classification to Account Profile for grouping an reporting purposes.
0001243
Sales report supports grouping by more attributes such as POP, City and new Account Class.
0001243
Bookkeeping report supports grouping by more attributes such as POP, City and new Account Class.
0001243
Bookkeeping IIF supports remapping for QuickBooks Item, Income Account and Class.
0001268
Sales report supports deferred revenue reporting by Monthly sales price.

Report Repairs

0001281
Sales report no longer diplays $0.00 line items in Recurring section when Recurring and One Time are separated and detail is shown and a One Time sales has tax.
0001282
Dateless recurring Sales and Store Credits are marked as Recurring and not interpreted as One Time.
0001286
Marketing report PDF creation now works when Account Detail selected.
0001293
PDF of Sales report with options Show Detail and Show Tax now works.

Portal Repairs

0001257
Portal no longer allows access to Payment records in Accounts not assocated with the Portal login.
0001258
Portal no longer allows access to Statement or Invoices in Accounts not assocated with the Portal login.

Data Import Repairs

0001248
overduemin and latefee from BillMax 2.2 and earlier scaled correctly during conversion.
0001249
Check and Cash payment designation no longer interchanged when converting from BillMax 2.2 and earlier.

Invoice/Billing Statement Modifications

0001271
Removed double display of service name (d01) if Alternative Display on Bill selected for d01.

BillMax 2015 Q1 4.0.5201 05/22/2015

Backend Repairs

0001210
Services now Opened upon Payment when Account Profile setting is Suspend Service.
0001220
Virtual Company no longer hardcoded in the account.cat file.
0001205
Updating User login and/or password no longer clobbers the Service flags field.
0001223
Automated Referral Credits now have a Charge Type of Referral Credit.
0001225
If applicable, the RECURRING attribute for credit card SALE or AUTHORIZATION is now set to true to help lower fees (processor dependent).
0001229
managedocuments now delete empty document directories.
0001228
dbck error codes for Electronic Payment data no longer duplicate financial transaction error codes.
0001227
dbck no longer report error for Electronic Payment data if Company is populated.

Staff Interface Enhancements

0001214
Account Status now displayed on Payment dialog if not Open.
0001215
Number of non-Closed Tickets now displayed on Payment dialog.
0001216
Ticket problem now display on Ticket listing of My Tickets.

Staff Interface Repairs

0001217
HTML for Ticket Problem/Resolution now correct.
0001218
Opening a Ticket that indcludes iframes to display messages no longer cause a double GET.

Report Repairs

0001224
Bookkeeping and Sales reports now honor transaction Charge Type over related Service Definition Charge Type when reporting transactions by Charge Type.

BillMax 2015 Q1 4.0.5152 04/17/2015

Backend Repairs

0001029
Gross Receipts reports now sorted by Account.
0001204
Email attachments to Macintosh users now visible again.
0001199
Card Holder name now passed with tokenized transaction to IPPay.
0001194
Processor Void Payment action now creates a Payment Reversal if the original transaction is part of a Billing Statement.

Staff Interface Enhancements

0001197
Search for user in ticketing now selects hint for ease of editing.

BillMax 2015 Q1 4.0.5134 03/30/2015

Backend Repairs

0001191
Aging Report no longer extremely slow.

BillMax 2015 Q1 4.0.5133 03/27/2015

Major New Functionality

Routine Enhancements and Repairs

Staff Interface Enhancements

0000814
Bulk Payment screen now displays standard Payment dialog allowing for selecting which Debits to pay.
0001130
Permissions for posting a payment have been changed from "Billing Write" to "Write".
0001138
Bank Deposits may now comingle differnt types of transactions.
0001142
System Email Templates now have a testing option.
0001144
Non team members may now assign to members in a Ticketing Queue.
0001157
Focus set to username field on login page.
0001175
Project Suspension Date is no longer displayed if the Account Status is not Open.
0001181
Batch payment search no longer display Accounts with a zero balance and Status of Closed or Collections.
0001182
Batch payment search field maintained between payments.
0001183
Batch payment search reduced to one field.

Staff Interface Repairs

0001113
Editing timetrack as user different from the author of the timetrack entry no longer resets the author.
0001116
Profiles now display correctly when configuring Remote Applications.
0001126
Change an Asset on a Service now works.
0001127
Browser autocomplete is disabled.
0001128
Pressing Enter on the Account page no longer triggers the browser "Do you want to save the password" mechanism.
0001134
Buttons by context are now displayed on the Sales Return/Store Credit Reversal/Deposit Reversal dialog.
0001137
Tax attribute of a Service Sale is now editable.
0001140
Large Billing Statement numbers on the Account page are no longer truncated.
0001141
The dollar sign ($) is now allowed in email templates.
0001145
Cloning a Service Definition now honors the Billing Model setting.
0001147
Account Billing Day of Month updated when first Service changed from Prospective to Open for anniversary billing scenarios.
0001158
Allocations with invoice field 0 no longer cause issue pulling up invoices.
0001159
Authorized Users with "Read" only permissions may now view Billing Statements.
0001082
Maximum Speed for FCC 477 reporting has been increased.
0001071
Periodic references to sessiontimeout.html no longer occur.
0001070
Tax Included setting now carried to Pending Transactions.
0001161
"Last 50 Calls" on Service now works correctly.

Customer Portal

0001146
Conditions where a Remote Application would quit upon login have been identified and fixed.

Reports

0001131
Aging, Bank Deposit, Payment and Store Credit reports now display the company or name on the account if available instead of just the Account number.
0001154
Gross Receipts report now sums correctly in a multi-tax environment.
0001155
Account Register report now display dates correctly in spreadsheet format.
0001184
Bookkeeping Report now supports display Bank Deposits associated with "ALL" companies.

Backend Processing

0001149
Tax is now computed correctly if within a set of Services one has tax "Not Applicable" and the others do not.
0001153
create_applies no longer fails on Accounts with no financial transactions.
0001164
Overdue Mininimum setting now effective for Invoice customers.
0001148
System failure of Credit Card or Echeck processing no longer triggers a decline notice on the Account.
0001112
Queue autoforward setting now correcly implemented.
0001177
Createcust now support Latitude and Longitude passed by location variable.
0001143
Service Change now blanks unused fields with changing from one Service Definition to another.
0001171
Improved handling of IPPay error codes.
0001187
Discount fields now supported by createcust.

Installation

0001114
Initial configuration no longer trggers a dynamicstring buffer error.

Other

0001151
Regular Expression used to validate emails now passes addresses containing new domain extensions such as "company".
0001163
Grace Period setting for assessing Late Fees now available.
0001166
Tower Coverage import no longer fails when optional fields not supplied.
0001050
Tower Coverage integration now assigns an Account to the Virtual Company with which the Ticket is associated.
0001174
Profile Set Effective Date to Start Date now works. Consequently, on upgrade this setting is disable to maintain current behavior.

Data Import

0001165
Check for company validity of Services/Service Definitions removed.

BillMax 2014 Q4 4.0.4962 11/15/2014

Major New Functionality

Electronic Payment processing

Other

Routine Enhancements and Repairs

Staff Interface Repairs

0001056
The d01 or ID field for a Package now shows in the interface.
0001067
Display of List based Provisioning fields now works correctly.
0001073
Display of Taxable on new Sale or Store Credit is now correct.
0001074
Payment screens no longer show discontinued tender types for a new payment.
0001083
Selecting a report table for a Memorized Report now works correctly.
0001086
Display of Free setting on a Service Definition is now correct.
0001088
Fees may now be added after Package or Service creation.
0001083
PDF Printfiles no longer show zipped files.
0001095
Tool Tips now display correctly consistently.
0001096
Search for Last Modified By now works correctly for all tables.
0001101
Transaction list for Bank Deposits now displays correctly in Internet Explorer.
0001110
Requeue documents now works.

Staff Interface Enhancements

0001087
Variable "globalauthlevel" now available to interface programmers.
0001098
PDF Printfiles now displays in Date Delivered order.
0001102
"Processed" now shown on document dialogs when a delivery action completed.
0001103
PDF Printfiles are no longer compressed.
0001108
PDF Printfiles now accessible with Billing Read Permission.

Backend Enhancements

0001020
createcust now handles Prospective Status for Services (not Packages).
0001089
Emails from Authorize.Net may now be controlled via BillMax.

Report Enhancements

0001075
Sales Tax report no longer include amounts due to Write Offs.
0001097
Deposits report now honors the "As Of" date.

Backend Repairs

0001057
Automatic creation of Services for a Packages now sets Resources and defaults correctly.
0001058
State FIPS now polulated when using the Location button.
0001076
Database checking for Account Profiles no longer reports incorrectly errors for suspendservices.
0001081
Database checking for efpdata and efpstate tables now displays the Account number.
0001085
Single quotes in a Provisioning field no longer causes a Service Change to fail.
0001109
enter_service.cgi no longer requires FORM_setup_taxable for existing Services.

Installation Repairs

0001092
gdal now installs on Centos 6.5.
0001104
fetchmail now installed.

Data Import

0001065
Stats entdate and enttime now preserved.
0001066
New field fccservice now handled.
0001091
Account Balances are now updated after finacial records imported.

BillMax 2014 Q3 4.0.4869 9/24/2014

Staff Interface Repairs

0001048
Accounts may now have the Status set to Collections.

Backend Repairs

0001047
Sending emails using Customer Notices no longer creates incorrect Account Notes.
0001044
Users geocoded checking now considers Service Status.
0001046
Users geocoding now handles single quotes in data correctly.
0001049
State FIPS now set for location records.

Customer Portal

0001045
Server Plus login now works correctly.

BillMax 2014 Q3 4.0.4861 9/17/2014

Staff Interface Repairs

0000994
Improved processing so that data boxes do not overlap.
0000995
Cutomer Detail report no longer crashes under certain data conditions.
0000997
Display of Accounts with many Users and Services no longer times out.
0001013
ServiceChange pricing display modified for clarity.
0001011
Service Verify Password now works correctly.
0001010
Bank Deposit no longer display Write Off transactions.
0001008
Asset use of the D01 and D02 fields now works correctly.
0001000
All transactions belonging to a Bank Deposit now show up.
0001026
The duplicate electronic transaction check was modified to not marked transactions as duplicates if the associated payment record was modified between attempts.
0001027
The account data is now refreshed when an electronic transaction fails.
0001030
Removed ability to delete electronic payments. Must use, if supported by gateway, void instead.
0001031
All electronic transaction details in interface are now shown.

Staff Interface Enhancements

0001007
Move Payment from one Account to another is now supported as a single action.
0001025
Electronic transactions marked 'held for review' can now be identified and approved.
0001032
Check if a email address is specified on accounts if a email invoice method is in use.
0001034
QuickBooks IIF file may now be retrieved using the Book Keeping Report interface.
0001035
Billing Services in Prospective Status now allowed.

Customer Portal

0000833
Portal experience when Customer has expired credit card has been enhanced.
0000999
Customer Portal no longer has PHP Session issues when run on a Debian platform.

Reports

0001023
Sales Report now has option for display tax.
0001014
Customer Detail report no longer aborts for various data conditions.
0001028
Made extensive changes to the FCC 477 report to accommodate new 2014 report requirements.

Data Import

0000996
Historical Electronic Payments are now flagged as such during import.

Document Improvements

0001002
Long names are no longer truncated.
0001024
Balances are now shown on Statements.

Nightly Processing

0000843
Accounts that are marked for Automated Payment processing but don't not have an Automated Payment method active are now reported.

Usage Billing

0001015
Metered billing amounts no longer off by a factor of 100.

Installation

0001014
Intallation no longer fails due to EPEL error.

Backend Repairs

0001009
Erroneous message about financial transaction not fully allocated is no longer displayed.
0001005
Electronic Payment Processing no longer hangs indefinitely is there are Processor issues.
0001029
Modified ticketing email processing so forwarded email to CSRs won't be rejected by some mail servers. Change involves the addition of ticketing metadata to email content.
0001033
Added data integrity checks for efpdata table data.

BillMax 2014 Q2 4.0.4572 6/03/2014

UPGRADE NOTES

For current customers upgrading that use the Customer Portal, this upgrade may cause a Tree Conflict (C) with /usr/local/billmax/html/billmaxedge. This will cause the installation step /opt/billmax/install/BxUroot-4.0.pl to fail. This is due to the billmaxedge directory being moved to /usr/local/billmax/html/portal/billmaxedge. The current solution to this is to re-apply any modifications from /usr/local/billmax/html/billmaxedge to /usr/local/billmax/html/portal/billmaxedge. Then issue the following svn commands as root: "svn resolved /usr/local/billmax/html/billmaxedge" and "svn delete /usr/local/billmax/html/billmaxedge". Then continue with the /opt/billmax/install/BxUroot-4.0.pl step and subsequent installation steps.

Staff Interface Repairs

0000985
Batch autopay setting no longer lost for all Accounts when changing Account Payment Method to cash/check.
0000984
Duplicate Customer Portal loginid check now done in Staff Interface.
0000981
Activity Graphs no longer display Print Friendly or Spreadsheet Options.
0000980
Activity Graphs no longer display Print Friendly or Spreadsheet Options.
0000979
ServiceChange now honors Save Plain Text Password setting.

Ticketing Repairs

0000986
Anonymous Queue User setting now honored.

Installation Repairs

0000972
Installation failure due to repository website changes no longer fails for EPEL rpm.

BillMax 2014 Q2 4.0.4536 5/16/2014

Staff Interface Repairs

0000746
BillMax no longer hangs on login when using Internet Explorer.
0000747
Prospective Services set startdate to null date when first brought up honoring the Service Definition setting.
0000934
Calendar now opens to date viewed.
0000974
Now can change attributes on Payroll Deduction tendertype on new install.
0000976
Silent JavaScript bug in Service page when saving with non-Open state and no reason fixed.
0000977
Changing the account paytype to Cash/Check no longer resets the Auto payment method for all accounts.
0000978
Customer detail report by Virtual Company now works correctly.

Staff Interface Enhancements

0000971
Can filter Bank Deposit transactions by Virtual Company.
0000975
Can filter Bank Deposit transactions by starting and ending postdate range.
0000975
Added transaction groupings for Cash/Check/Money Order and VISA/MasterCard for Bank Deposits.

Backend Repairs

0000971
managefiles now handles filenames that include blanks.

BillMax 2014 Q2 4.0.4512 5/5/2014

Staff Interface Repairs

0000963
Search by Account number works again on 32-bit machines.
0000964
Download KML files now works again.
0000965
Save Options for reports with variables now works.
0000967
User/Service display on Account updated on Service price and identified changes.

Staff Interface Enhancements

0000966
Both From and To Service Definitions displayed on Service Change listing for Service.

BillMax 2014 Q2 4.0.4505 5/2/2014

Major New Functionality

Staff Interface

Ticketing

Reports

Payment Processing

Provisioning

Asset Tracking

Tower Coverage

Routine Enhancements and Repairs

Staff Interface Enhancements

0000943
0000944
0000945

BillMax 2013 Q4 4.0.4158 1/31/2014

Installation Repairs

0000830
FOP installation upgraded to version 1.1.

Staff Interface Repairs

0000829
Service Verify Password now handles special characters cleanly.

Backend Repairs

0000831
Automated due dates for Billing Statement customers are now set upon Billing Statement creation only.

Data ImportRepairs

0000819
bx22finhist now handles Refund reversals.

BillMax 2013 Q4 4.0.4119 12/17/2013

Staff Interface Enhancements

0000790
Outbound email such as late notices is now logged in Notes.

Billing Modifications

0000811
Late Fees are now bundled with other charges (if any). Late Fee invoices are no longer created.

Staff Interface Repairs

0000791
Service Definition Name input now allows 100 characters.
0000797
Clicking the PRINT FRIENDLY button on documents now works when the "SEND" option is not "CHOOSE".
0000804
A Servioce can now be created with Write permissions.
0000805
Search by Credit Card number or Bank Account number now works for last 4 digits.

Backend Repairs

0000792
dbck no longer flags tax setting NOT APPLICABLE as an error.
0000806
Credit Card expiration notices now are emailed.
0000809
Pricing for Service Expiration emails uses current service price.
0000810
Percentage based Late Fee calculations now honor the Virtual Company rounding setting.
0000812
Late Fees on Late Fees setting now works correctly.
0000813
The loadenv program now escapes the dollar sign and quote correctly.

Report Repairs

0000799
The Billing Exceptions report now works for all cases.

BillMax 2013 Q3 4.0.3927 10/15/2013

Staff Interface Enhancements

0000788
May now specify Electronic Payment Dates for Beginnning Balance Sales or Refunds.

Backend Repairs

0000789
accesscheck now handle the --runhook option correctly.
0000787
The creation of the first summary record for an account no longer resets the due date on Sales Beginning Balance records.

BillMax 2013 Q3 4.0.3868 09/21/2013

Reports

0000768
Bank Deposit transaction list now displays Account number, street address and last four digits of electronic transactions.
0000770
Partial functionality of the old Revenue Report from BillMax 2.2 is now in the new Billing Exceptions report.
0000759
Gross Receipts report now sums up totals.

Staff Interface Repairs

0000771
SAVE & NEW for Sales and Store Credits now refreshes settings correctly as if page was newly displayed.
0000767
Posting a Sales Return invoice no longer generates the "no more rows" error message that occurred under certain conditions.

Staff Interface Enhancements

0000753
Future Billings report now populates date through which Service Next Invoice Dates are considered to the current date plus one month minus one day.
0000780
Billing Cycle Point may now be edited through the Staff Portal.
0000784
Revesing Writeoff now supported.

Backend Repairs

0000688
account_hook errors no longer cause electronic payments to not be posted.

Customer Portal Improvements

0000754
ServerPlus API no longer uses the word "cancelled" but uses the Account Status.

BillMax 2013 Q2 4.0.3760 07/18/2013

Backend Repairs

0000750
Echeck and Credit Card processing once again set next try date and number of declines on failure and clears those values on success.

BillMax 2013 Q2 4.0.3755 07/01/2013

Routine Enhancements and Repairs

Staff Interface Repairs

0000741
Default profile of the Virtual Company now honored.
0000737
Auto create of User from Account now sets Reopen Services setting.

Billing Statements/Invoices

0000740
Long strings without a breaking blank are now truncated so they don't overrun other columns.
0000739
Field labeled as Billing Display in Staff Interface now displayed.
0000730
Invoicedisplay group now honored for Service and Item billings.

Backend Repairs

0000738
Information about discounts and packages no longer dropped due to a status change.
0000736
Electronic Payment Date for Cash/Check customers now set to Due Date.
0000727
Service hook no longer provisions when a rename is done while a service is in Prospective Status.

Customer Portal Improvements

0000742
Common login for customers regardless of Virtual Company now supported.

BillMax 2013 Q2 4.0.3720 05/23/2013

Routine Enhancements and Repairs

Backend Repairs

0000719
report_salesbyagent no longer displays extra sales under the Cash/Credit option.
0000718
manageFiles no longer triggers LoopBack error messages or tries to delete .svn files in /usr/local/billmax/tmp.

Staff Interface Repairs

0000704
Apostrohpe in email address handled correctly.
0000720
PRINT FRIENDLY for reports put back. Headers now aligned. Truncation of wide data no longer an issue.
0000708
Search results for Account, User, Service have more fields available for possible display.
0000716
Entering a Beginning Balance now works correctly for Store Credits.
0000715
Reque Documents listing now displays the Delivery Target Mechanism correctly when mulitple delivery methods are used.
0000710
enter_service populates importid if data supplied.
0000709
enter_user populates importid if data supplied.
0000706
Adding a Service Change during the Prebill interval now works correctly.

Customer Portal Improvements

0000721
Credit Card Numbers/Bank Account numbers no longer written to log.

BillMax 2013 Q2 4.0.3702 05/14/2013

Major New Functionality

Improved Tokenization for Credit Cards and Echeck Data

Mapping

Processing of RADIUS Live/Intermediate Packets

Financial

Routine Enhancements and Repairs

Backend Repairs

0000619
Purchase Order numbers now displays on Billing Statements.
0000618
Purchase Order numbers for services now handled correctly during automated processing.
0000583
/usr/local/billmax/bin/createcust now handles User location correctly.
0000692
Document Note from Profile now displays on Billing Statements.
0000670
Deletion of account/user/service no longer causes sporadic memory error.
0000669
/usr/local/billmax/bin/dbck no longer reports error for Service Definition setting "REPEAT CYCLE".
0000668
Billing of Service Change no longer generates a changetocnt error.
0000665
/usr/local/billmax/bin/dbck no longer reports error for Service Change setting "SERVICECHANGE_BILLED".
0000660
If automated processing turned off for a few days, rolling forward now creates back Invoices and Billing Statements.
0000628
/usr/local/billmax/bin/dbck no longer generates errors for Services in Prospective Status for invday and prevstate.
0000703
Deleting a Pending Deposit Return now works.

Backend Improvements

0000678
Artificial check for environment variable SERVER_NAME removed from all binaries.
0000630
Acount data now available in environment for overdue notice processing.
0000582
Credit Card and E-check payments captured even if susbsequent errors occur.
0000000
Password encryption paradigm now specified in /usr/local/billmax/local/billmax.conf. Separate paradigms for provisioned and non-provisioned passwords supported. As delivered for a new install, MD5 the default paradigm for non-provisioned passwords, DES for provisioned passwords.

Staff Interface Repairs

0000644
Label and interpretations for Database Check option for warning about accounts with no users or users with no services is now consistent.
0000631
Service Change now displays and honors taxable settings for recurring and setup billings.
0000629
Comma separated emails on the User page now handled correctly.
0000622
Creation of Customer Notices now works cleanly including the TEST button.
0000620
Balance on Overview tab of Account now correctly updated after deletion or reversal of Payments.
0000615
Service Change error message with apostrophe no longer generates error in interface.
0000612
Open Service Changes for other Services no longer prohibit creation of Service Change for current Service.
0000593
SAVE OPTIONS now handles duplicate named fields correctly.
0000588
Listing of Users now uses Last Name instead of Middle Name.
0000696
Country and County from Account now carried to User when adding a new Service from the Account page.
0000684
Calendar icon during Customize for a listing now effective.
0000680
REQUEUE DOCUMENTS no longer generates an error.
0000679
TEST PIN for prepaid cards now works.
0000672
Clicking SPREADSHEET button when viewing Packages now returns spreadsheet with packages.
0000667
Edited prices on a Service Change now displayed correctly.
0000666
Quantity Free on a Service Change now displayed correctly.
0000663
VERIFY PASSWORD now works for a just created Service.
0000659
Negative numbers no longer allowed for Discounts.
0000653
Agent data on a Service may now be updated.
0000652
Agent date controls on a Service now work.
0000646
Charge Type of Pending Miscellaneous Sales or Store Credits may now be edited.
0000625
Start Date for Prospective Services no longer set.
0000572
Duplicate tooltips on the Bill Timing tab for Profiles no longer occurs.
0000569
Deletion of a Document Delivery entry under Requeue Documents now works correctly.

Staff Interface Improvements

0000643
Payment icon on toolbar allows quick access to Bulk Payment form.
0000638
Number of memorized report now included with description on dropdown for choosing a memorized report to run.
0000634
Main icon on the toolbar returns the interface to the initial screen displayed after login.
0000613
Service Change of services in Prospective status now supported.
0000597
Cloning a Profile now clones Document Delivery Methods as well as the Profile.
0000591
PRINT FRIENDLY removed from reports. Spreadsheet programs do a much better job.
0000585
Geocoding now accepts "U.S.A." for country.
0000690
Setting Autoallocate to NO on bulk payment entry form now honored.
0000685
Fixed discount amounts for Services now supported.
0000675
Customer Count report added.
0000674
How to remove Subordinate Service Definitions now clearer.
0000673
Automatically generated Sales Returns now flag posting the transactions immediately.
0000577
Special characters in the search field are handled correctly and cleanly.
0000571
The list of Users no longer includes Users of Closed Accounts by default.
0000000
Fixed default font size to 10pt.
0000000
Many changes on the Account page interactions to work better with Internet Explorer.

Customer Portal Repairs

0000677
Display of provisioning fields no longer fails sporadically.

Report Repairs

0000636
Accrual Sales Report Summary Only totals now correct.
0000621
Accrual Sales Report Show Detail now creates a valid spreadsheet file.
0000695
Gross Receipts totals no longer doubled.

Other Improvements

0000596
Tender type and number now diplayed on Billing Statements.
0000693
More files added to /usr/local/billmax/local/manageFiles.
0000683
Discounts now displayed on one line grouped with a Sale rather than as a separate block of information on an Invoice or Billing Statement.
0000682
Credit Card or E-check declines are now displayed on a Billing Statement.

Data Import

0000593
No longer an issue if all payhists for an Invoice/Billing Statement have the NULLDATE for a duedate.
0000664
Profile setting chargemin/chargemax/refundmin/refundmax no longer off by a factor of 100.
0000645
Profile Document Account State set to Open and Suspended during import.
0000627
Memorized Reports with variables now handled correctly.
0000626
Memorized Reports with newlines now handled correctly.

BillMax 2013 Q2 4.0.3383 02/7/2013

Major New Functionality

FCC 477 functionality

Mapping and Geocoding functionality

New Web Services Functionality

New Financial Reports

Routine Enhancements and Repairs

Backend Repairs

0000526
Diners card now works correctly.
0000533
Writing Off partially paid amounts now works.
0000544
Sending monthly Billing Statements to Accounts with credit balances now works correctly.
0000546
Combining Bill Timing settings of Activity Monthly and Activity Daily Money Owed now works correctly.
0000552
dbck no longer reports errors when Send To Closed or Offset is POSTBILL are used.
0000553
Deleting a Beginning Balance record with associated Tax Detail records now deletes the Tax Detail records.
0000566
closeofday no longer sets nextusage date for Services in Prospective State.
0000574
The rare circumstance under which collections by IPPay and what is recorded in BillMax differing by a penny no longer occurs.

Backend Improvements

0000536
closeofday DoInvoicing no longer discards all invoices on a single invoice failure. Successful invoices are retained.
0000545
Service Change with prebill settings now works as one would hope. The new amount is billed an the time of prebilling but provisioning is deferred to the new service start date.
0000562
Deferred billing transactions no longer Summarized when a Billing Statement is created.
0000563
Write Offs report no longer times out on large datasets.

Staff Interface Repairs

0000519
Display of ticketing upon creation for User Tab now works correctly.
0000530
Major improvements made in interface speed by constructing final output on the server.
0000532
Cloning an Authorized User now works correctly.
0000535
Adding a Hard Copy fee with no description is trapped now as an error.
0000539
Can create a batchgroup with a number in the name.
0000540
Can create a beginning balance with a cash credit.
0000543
When an invalid password is submitted, a description of how the password should be formed is displayed.
0000547
Adding subsequent attachments to messages in the ticketing system now works correctly.
0000548
Subordinate Services are billed when Service is RENEWed from the Staff Portal.
0000575
Initial Billings for a Service may now be automatically credited to a Sales Agent.
0000575
Many modifications made to make Sales Agent handling consistent between Services and One Time Sales.
0000578
Datetoreopen icon on dialog for Account/User/Service now populates date field.

Staff Interface Improvements

0000496
Tax rates are now specified using percentages rather than decimals.
0000541
Can specify a value of 0 for Password Days if PCI mode is turned off (NOT RECOMMENDED).
0000554
Account Page with many Profiles to choose from now loads quickly.
0000559
Services and Service Definitions may now be flagged as TAX NOTAPPLICABLE.
0000564
installtheme now works for new ThemeRoller file format.

Report Repairs

0000567
Account and Transaction numbers now interpreted as numbers, not text.

Data Import Improvements

0000560
doprofiles now populates only batch delivery methods for Invoice and Billing Statement entries.

Testing Menu Repairs

0000549
Snapshot list is refreshed when a Snapshot is taken.

Customer Portal Improvements

0000527
Templates for resetting password and login now have correct URL path.
0000533
Sort order of Billing Statements/Invoices now works as one would expect.

Other Improvements

0000531
Modified Invoice and Billing Statements to make amount due more prominent.

BillMax 2012 4Q 4.0.3160 10/30/2012

Major New Functionality

New Ticketing System

New Discounting Methodology

Context Sensitive Help in the Form of Tool Tips. Major setup pages have been done.

New functionality for writing of the balance of an Account.

Routine Enhancements and Repairs

Backend Repairs

0000513
Display of selected Provisioning values on Statements/Invoices now works consistently.
0000506
Changing a Service State from Prospective to Open now sets Start Date and Next Invoice Date correctly.
0000502
RADIUS program switch "-F" now specified as default to instantiate BillMax RADIUS processing
0000509
BillMax_TemplateSend now reports correct error message from sending program when sending program fails.
0000499
dbck no longer displays an error when Profile/Bill Timing/Post Pending Transaction Daily is checked.
0000308
Non taxable Late Fees now honor the tax region of the Account rather than being classified as Not Applicable.
0000245
Creating a Deposit Return no longer generates phextra error.
0000443
accesscheck no longer changes at/atrm ownership/permissions if linked in /usr/local/billmax/local.
0000488
Electronic Payment results in logs now display Virtual Company correctly.
0000516
Electronic Payments now no longer have the potential to be booked to wrong account.

Backend Improvements

0000195
Modification of Credit Card/Electronic Check information now resets the Next Try Date and Number of Consecutive Failures.
0000474
Added SEC value for Credit Card/Electronic Check processor for SEC code. Overrides what is specified in interface.
0000485
Expiration date information for historical Credit Card Payments that may be used for Refunds is now updated when the expiration date on card is updated.
0000494
Pending Late Fees are now Posted daily.
0000194
Search order for predefined searches now defaults to sorting of values from search field.
0000057
accesscheck now set ownership/permissions of /usr/local/billmax/tmp.
0000306
Virtual Company setting Retry interval and Maximum Number of Attempts now may be 0. Allows for trying daily until manual intervention.

Staff Interface Repairs

0000504
Deleting Service in the Prospective State now works.
0000319
Documents search off of Account Page now styles buttons correctly.
0000323
Verbiage on Credit Card/Electronic Check payment page now "Total Due".
0000394
Modifying "Auto Allocate" setting on Invoices now carries down to Sales/Store Credits on the Invoice.
0000477
Sales Items now display the Billing Display value correctly.
0000501
Datacall selection fields for choosing what goes on a report now display correctly.
0000503
Credit Card/Electronic Check refunds now work again. Bug introduced when Receipts were introduced.
0000489
Service Definition setting useplaintextpass now honored.
0000512
Payment amounts may no longer be edited if part of a Billing Statement.
0000189
Spelling Corrections on Package Service Definitions tab.
0000492
Chrome file upload works. There are no oustanding Chrome issues.
0000302
A Credit Card/Electronic Check decline no longer required a manual reload of the Account to continue editing the Account.
0000456
One Time Items are no longer selections on the User and Account Page. This also corrects a reported double billing error.
0000466
Account overview now updates when Reversal/Return transactions are Posted.
0000491
POP Region list for Services By Location report now includes all POP Regions.
0000514
Closed Users/Services now can be displayed if first tab displayed on an Account page is the Users/Services tab.
0000490
Stay Connected now works for non-Administrative IDs.
0000517
Search based on User information no longer fails if a User has multiple emails separated by commas.

Staff Interface Improvements

0000315
Search for Accounts limited to Open/Suspended States (new installs).
0000511
Search functionality now includes "!=".
0000507
Execute Provisioning Hook setting moved to Provisioning tab. Allows access to setting during Service creation.
0000498
When timed out, a re-login dialog is now displayed.
0000386
Deletion of Pending Sales Returns/Pending Store Credits Reversals/Pending Deposit Returns/Payment Reversals/Refund Reversals all now prompt for verfication.
0000325
Bulk Payments page now puts focus on Amount field after successful search for Account.
0000493
Deposits Billed on Service Page now displays correctly after Posting a Deposit Return.
0000465
Credit Card Type now displayed correctly when displaying Credit Card Information from the Account Page.
0000309
Billing Statement entries now display on Invoice customers to allow deletion of Billing Statement in order to edit Invoices belonging to the Billing Statement.
0000471
Dialog of options now displayed when for Account/User/Service when a State change occurs.
0000475
Billing Statement creation now works consistently.
0000482
Editing a One Time Item Sale no longer makes it non-taxable.
0000476
Backdating of enddate allowed.
0000515
Percentage field may now be entered as percentages rather than using the decimal equivalents.
0000359
Delineate Services to belong to Packages only on creation.
0000495
Creation of second User for an Account no longer causes login ID conflict.

Report Improvements

0000307
Sales Tax report now includes "Tax Not Applicable" amounts so that totals match Sales Report.

Report Repairs

0000497
report_memorized no longer fails with status 139.
0000500
PDF version of Aging Report displays again.

Data Import Repairs

0000473
runimports now deletes old Service Change entries.

Data Import Improvements

0000483
Profile Creation/Assocation with Account greatly improved.
0000481
Whem importing Services, may now do lookpups for associated Service Definition.
0000480
Increased size of importid fields to accomodate Quick Books IDs.

Testing Menu Repairs

0000478
Usage data now entered correctly. Measurement defaulted to Service measurement.

BillMax 2012 4.0.2942 08/28/2012

Staff Interface Repairs

0000475
Billing Statements can now be created again.

Data Import Repairs

0000473
preprocessing.sql now deletes existing servicechange records.

BillMax 2012 4.0.2937 08/22/2012

Staff Interface Enhancements

0000020
Reciepts are now available.
0000020
Saving a payment and bringing up a Reciepts or a Billing Statement is now available.
0000469
Future Billings report is now available.
0000469
Write Off functionality/Reporting is now available.
0000470
Write Off and Beginning Balance included in Roll Forward report.

Staff Interface Repairs

0000468
Calendar icon now works with Chrome
0000451
Checkbox selections now work under JQuery 1.7+

Backend Repairs

0000459
Cash Sales report now include Beginning Balance allocations.
0000462
dbck no longer flags Services in Prospective State as an error in Invoice Day of Month is 0.

Backend Enhancements

0000457
Proration of Annual Service now works correctly.

Customer Portal Repairs

0000467
Saving a service now takes into account settings on the Service Definition for uniqueness of names.

BillMax 2012 4.0.2887 07/17/2012

Staff Interface Enhancements

0000098
Timeout behavior greatly improved with option to keep session alive.
0000295
Invoices and Billing Statements verbiage changed from CLOSE to POST.

Staff Interface Repairs

0000426
Executing a Service Change from a Package Service Definition to a non-Package Service Definition now show the Service in the interface.
0000442
Selecting "Do No Apply Prebilldays" no longer turns a Service Definition into a Package Definition.
0000448
Package Services tab now displays Services belonging to the Package.
0000425
ADD button on User page for a Package now works.
0000452
Tax Region for Miscellaneous Store Credits now honored.

Backend Repairs

0000316
Accounts without email addresses no longer generate warning messages when sending Notices.

Backend Enhancements

0000423
Can now create a Sales Return for a sale of which the amount is 0.
0000441
Future postdate now honored with Activity Daily statement sending option.
0000450
Can now specify daily posting of pending transactions for Billing Statement customers without sending a document.
0000453
Tax amounts removed from Store Credit Activity report.

Document Enhancements

0000418
Statements now show duedate and remaining due for Invoices.
0000417
PAID IN FULL now display on Invoices that are paid.
0000440
Option on Service Definition to display Provisioning fields on Invoices/Billing Statements.
0000449
Virtual Company phone number now displayed on documents..

Customer Portal Repairs

0000445
Service Definition defaults now populated in portal during registration.
0000447
Registration no longer fails if image for logo not specified.
0000427
Adding a credit card no longer generates HTTP Header error.

BillMax 2012 4.0.2753 06/05/2012

Staff Interface Enhancements

0000346
FAX to printer for manual faxing may now be specified.
0000263
Credit Card or Bank payment page no longer display unless payment information is available.

Staff Interface Repairs

0000387
Reopen Closed and Refund Deposits from the Miscellaneous tabs for Accounts, Users and Services now works correctly.
0000358
Date now displays on PDF reports.
0000345
Requeue Documents now display all document states for selection.
0000357
General Account reports now show financial columns for spreadsheets correctly.
0000326
Account state options are now displayed when the account is in COLLECTIONS.
0000318
Account document search no longer fails is searching on Rendered File or Version.
0000312
Add Filter for customizing a search now works for Internet Explorer.

Backend Repairs

0000358
Date now displays on PDF reports.
0000354
send_documents continues after a single job failure rather than quitting completely.
0000353
Gross Receipts prints account name and account number in correct columns.
0000344
requeue_documents no longer generates a SQL error on date range re-queues.
0000317
Installation now specifies a session timeout of 900 seconds, the same as PCI.
0000291
Relabelled "balancear" to "Roll Forward A/R" for clarity.
0000290
Roll Forward A/R now works for summary only.
0000289
Roll Forward A/R ending balance now displayed correctly.
0000313
For processors that handle the information, passing a recurring=yes flag helps prepaid cards be processed.
0000259
CVNum fully implemented
0000258
Fixed AUTH credit card processing

Backend Enhancements

0000283
Implemented CAPTURE credit card processing
0000283
Implemented VOID credit card processing
0000286
Sensitive credit card and bank data masked in logs.

Data Import Repairs

0000378
Service Class honored for Service Definition.
0000379
Sample Type for Stats.
0000351
Nominal Price now set correctly on historical financials.
0000349
Tiers now imported correctly.

Data Import Enhancements

0000352
Flags added for importdata to signal d02 should not be encrypted as the import data is already encrypted.

New Reports

0000303
Service by Location.
0000301
Prospective Service.
0000299
Store Credit Activity.
0000298
Marketing Detail including account numbers.
0000297
Gross Receipts.

New Functionality

0000287
closeofday now removes credit card information and bank information after the account has been closed more than 45 days.

Major New Functionality

0000305
Classify Authorized Users as a Sales Agent.
0000305
Add Multiple Sales Agents to a Service for recurring billing.
0000305
Add Multiple Sales Agents to one time Sales/Credits.
0000305
Report Sales and Credits including Sales Returns and Credit Reversal by Sales Agent on a Cash or Accrual basis.

BillMax 2012 4.0.2615 04/20/2012

Staff Interface Enhancements

0000269
Downloaded Spreadsheets are now Open Document Format 1.2 compliant with the exception that the manifest:version attribute is not included as MicroSoft Excel considers it corrupt if included.
0000268
Report of current Deposits billed and/or held added.
0000267
Sending of Email Templates fails gracefully if the email address are not specified.

Staff Interface Repairs

0000271
Online EFP processing periodically would supply incorrect allocation information. Changes have been made to address this.
0000266
Entering Payments through the Bulk Entry interface now works under Internet Explorer.
0000265
Tax Group on Sale Items now editable and honored.

Backend Repairs

0000279
create_applies sets the cleardate correctly for voided payhists.
0000277
Grand Totals line for report_aging are now correct.
0000274
Database Checking now flags an Open Service Change for a Closed Service as an error.
0000273
Database Checking now print the Service number with Service Change error messages.
0000047
Database Checking no longer prints a spurious documentdataformat error.
0000282
create_applies now allocates to unfunded refunds future payments first, then most recent past payments.

Data Import Repairs

0000280
Financial transactions are passed through standard validation after import for an account is complete.
0000278
Account numbers are printed by importdata with there are EFP data errors.
0000276
Service Change table now handled by importdata.
0000275
Financial data import now sets invoice duedate by summary duedate.
0000270
Financial data import now creates correct allocations for Refunds.
0000270
Financial data import now handles Deposit Refunds from BillMax 2.2.
0000270
Financial data import now uses the first transaction date as the postdate for an invoice.
0000270
Financial data import now generates unique Invoice numbers based on account and number of Invoices.
0000270
Financial data import no longer tries to create spurious tax detail records for Deposit Charges.
0000281
Financial data import now sets summary fields to summary number.

BillMax 2012 4.0.2559 04/06/2012

Customer Portal New Functionality

0000261
Account email may now be specified during registration rather than always using Customer Portal Login ID if it was an email.
0000218
Cusomer Portal now includes functionality to reset/request a Login ID using the registered User Email Address.
0000218
Cusomer Portal now includes functionality to reset password using the registered User Email Address and existing Customer Portal Login ID.

Customer Portal Enhancements

0000256
/etc/init.d/bx_edge will start edge if needed without intervention due to EDGE_USER and EDGE_GROUP being defaulted to the BillMax System user in billmax.conf.

Staff Interface New Functionality

0000251
May now download the print files generated during nightly batch processing.

Backend Repairs

0000254
/usr/local/billmax/tmp/.svn is no longer removed by managefiles
0000253
More files in /usr/local/billmax/logs are managed by managefiles. See /usr/local/billmax/local/manageFiles for more details.
0000250
WarnGraceDates in closeofday now works for multiple profiles.

Data Import Repairs

0000257
Virtual Company Default Invoice Day now mapped correctly to Profile Billing Day of Month.

Upgrade New Functionality

0000260
New System Templates may now be added to while preserving existing customer edits.

Installation Repairs

0000262
PHPTAL installation file is now retrieved correctly again after file name change on PHPTAL server.

BillMax 2012 4.0.2531 03/20/2012

Staff Interface Enhancements

000240
datetoreopen now allowed to be specified in the past.
000228
New System Templates may be added.

Staff Interface Repairs

0000231
Deleting a Billing Statement no longer timesout.
0000229
Spelling error for CSS class in servdef.tmp fixed.

Backend Repairs

0000249
Account order now maintaing in print jobs.
0000248
XML reference to logo cleaned up.
0000247
Third invoice method now handled correctly.
0000241
loadenv handles monetary amounts correctly.
0000233
TaxGroups without taxitems handled gracefully.
0000232
Payments with allocation errors now entered with noautoallocate set.

Installation

0000222
iptables for port 443 now set correctly.
0000210
Adding files to repository no longer fails due to apache ServerName not set.
0000231
Reopening Closed Service now bills from invdate instead of startdate.
0000238
Billing Dates now rolled back if created and then an error occurs saving the Service.

Data Import Repairs

0000243
doextract now honors the account email.
0000230
serviceclass now honored.

BillMax 2012 4.0.2467 02/29/2012

Staff Interface New Functionality

0000176
Can now specify billing of individual Service Definition to ignore Profile PreBill settings.

Staff Interface Repairs

0000164
Resources description now required to match dbck error checking.
0000056
Corrected rare condition where invoice sent from interface did not match viewed invoice.
0000101
Saving the detail of a sales report in a database table now works.
0000099
Tax Detail records are now deleted when an account is deleted.
0000097
Sorting of email templates now takes into account sortorder in addition to name.
0000091
Sort Order in Usage Based Billing defaulted to 0.
0000168
Default for Automated Refunds on Profiles now set on Account when Profile set.
0000207
Service Store Credits now book correctly. Under certain conditions Tax Included would be assumed.
0000217
Entering a Beginning Balance flags the customer as old customer and no longers triggers a statement if New Accounts set on Profile.
0000204
Sales View tab on Customer Portal not active until new Edge record created.
0000191
Customer Portal Profiles now display correctly when Virtual Company changed.
0000198
Credit card decline fees, decline counts and email warning are disabled during interactive processing.

Customer Portal New Functionality

0000171
Latest payment tender number now displayed.
0000175
Service Definition sort order is now used in Customer Portal.
0000177
Activate Services Page now has link back to main account page.
0000180
If already logged in, checkout from the store front no longer requires a re-login.
0000202
Support for muiltple Edge records now effectives allowing edge per Virtual Company per Profile with different inventories.
0000201
Credit Card/Electronic Check payments are collected before service creation.
0000198
Credit card decline fees, decline counts and email warning are disabled during interactive processing.

Customer Portal Repairs

0000169
Default for Automated Refunds on Profiles and Immune now set on Account Registration.
0000170
Latest payment information shows up correctly.
0000173
Displaying multiple invoices (Regular invoice/Deposit Invoice) now works correctly.
0000174
Can now create a Deposit Invoice during purchase.
0000179
Adding a batch Electronic Payment Method no longers deactivates all other batch payment methods. Only does so for those associated with the account for the new batch method.
0000187
Error handling in edgelib.php no longer refers to an undefined variable.
0000196
Subsequent credit card now tested if previous credit card failed during registration.

Data Import Repairs

0000172
Data import now work for mixed case Authorized User names.
0000184
Historical financials from 2.x versions of BillMax now honor differing tax groups on sales and credits when allocated to each other.
0000188
bx22finhist and bx208finhist now handle returns of refunds correctly.
0000192
Virtual Company set to All by default for imported Authorized Users.

Backend Features

0000186
Zero dollar Sales Returns are no longer reported as an error.
0000216
Standardized on BX_SYS_USER for application/hook processing.

Backend Repairs

0000166
Magic line for xml2xml now correct.
0000208
Prebilldays now honored. Intermediate release had a bug.
0000199
Credit card processing setup errors no longer generate blank errors messages in the Customer Portal.

Database Upgrades

0000167
Made datacall IPv6 compatible. Widened other identification fields.
0000183
New index for the taxdetail table results in dramatically improved performance for dbck.

Installation

0000209
PDF/API2 now installed correctly on CentOS 6.x. sendmail, cups, portal packages, DataBill packages now installed by default.

BillMax 2012 4.0.2274 12/08/2011

Staff Interface New Functionality

0000049
Beginning Balances may be entered from the interface including tax detail.

Staff Interface Repairs

0000076
Default setting on Profiles for immune from suspension honored at account creation.
0000071
Rates on invoices when quantity not equal to 1 show up as dollars and fractions of dollars, not cents.
0000077
UNDOing or DELETEing an invoice no longer allowed if part of a retail statement. Must undo the retail statement first.

Customer Portal New Functionality

0000029
Change Portal Password via the Portal.
0000034
Submit login pages using the enter key in the last input field.
0000065
If credit card fails, consumer offered a second chance.
0000059
Service address defaulted account address.
0000083
Expired Credit Cards may not be entered.
0000081
Customer time out displays alert and takes customer back to login.htm page.

Customer Portal Repairs

0000048
Beginning Balance amounts not displayed.
0000079
Second Security question during login never displayed.
0000080
Second Security question during login did not ever pass authentication.
0000069
Default setting on Profiles for billing method honored at account creation.
0000085
Loading GIF removed on electronic payment record creation.
0000082
Choosing the Create Account link clears all unnecessary information from cache.

Data Import Features

0000051
Financial history import program for 2.0.8 conversions and one for 2.2 conversions.
0000078
Enhanced performance for 1.5 financial history conversions.
0000089
Directory importtools for importing data was released.

Data Import Repairs

0000050
Corrected dbschema file for 2.0.8 conversions.
0000053
Nextusage date on service is set if nulldate supplied or missing.
0000054
Cyclept is populated.
0000055
doextract22 extracts refundmax with correct sign.
0000058
Purchasing no longers fails silently if no portal document method specified in a profile.
0000066
Activate Services returns cleanly.
0000067
Clicking on menu no longer show JSON under certain circumstances.

Testing Menu Repairs

0000073
INDEX button functional.

BillMax 2012 4.0.2221 11/08/2011

0000001
Only Batch Process Group 1 could be run from the interface.
0000002
For a batch process record, the employee number rather than name was displayed.
0000007
Saving a Service Definition with "Use User Login ID as Service Name" would error without clear indication as to why.
0000010
Cloning a Batch Group failed due to the use of the Batch Group name as a filename.
0000011
Creating a Batch Process silently failed due to invalid data.
0000012
Added Batch Process Monitoring.
0000013
Selection list of accounts would be shown for Batch Payment when searching even when list was empty.
0000014
service_hook didn't allow PROSPECTIVE state.
0000017
archivetable excludes records where the search criteria reference a data field that is populated with "0000-00-00".
0000023
Viewing a billing statement via customer portal failed.
0000024
When ordering through the customer portal, display of the invoice or billing statement used the Electronic Payment Due Days, Payment Days values for duedate and collection date. In actuality the credit card or electronic check is processed immediately or the order fails. The dates were changed to reflect the date of the order.
0000025
The document number presentation on invoices and billing statements was reworked to show the number being presented with the label of the document type.
0000026
Loading the demonstration data set multitax failed.
0000033
Silent failure would occur when a security question is required by the customer portal login process but no security question was avaliable for the user logging in.
0000035
"Save Needed" would appear for Batch Payment when search fields modified.
0000036
Data import set the SEC code for electronic checks to TEL (5) when it should be PPD (4).
0000037
Emailing documents to multiple email addresses fails if there are spaces surrounding a comma separator.
0000039
archivetable failed if used on an empty table
0000041
BillMax doextract suite treated wsetup and wdeposit incorrectly.