GL Batch Processing - AR Period Drop Down List Updated (13821)

The AR Period drop down field in the Pending and Posted tabs of the GL Batch Processing tool have been updated to list all AR periods that have an AR record.

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Pathway: Accounting > GL Batch Processing

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Credit Card Expiration- Multiple Screen Enhancements (13856) [Enhancement]

The following enhancements have been made to the Credit Card Expiration tool:

1. Added a new Active Services filter with options: All (default), Yes and No.

2. Added a new ‘Active Services’ column to indicate if the credit card is linked to any active services currently being billed for.

3. Addition of the ‘Send Credit Card Expiration Notification’ right-click option. If selected, a credit card expiration notification is immediately sent to the billing contacts on the account. Contacts may receive the notification in either text or email form depending on their notification contact preferences.

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Pathway: Accounting > Credit Card Expiration

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AR Payment Batch - Un-post Logic Updated For Batches That Include Reversed or Transferred Payments (13869)

Logic has been updated to the Un-post option for posted batches. If a posted batch includes at least one payment that was reversed or transferred (includes both full or partial transfers), the batch cannot be un-posted.

Pathway: Accounting > AR Payment Batch

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Payment Batch - Un-post Logic Updated for Credit Card and Electronic Payment Batches (13883)

Previously, the ‘Un-post’ option was available to un-post credit card and electronic payment batches. This option has been disabled for batches that include credit and electronic payments.

Pathway: Accounting > AR Payment Batch

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Credit Card Expiration - Addition of Automatic Notifications (13857) [Enhancement]

A new notification template has been created to notify an account's billing contacts that the credit card on file will soon expire. Notifications are triggered 30 days from, 7 days from and the day of expiration. Billing contacts will receive notifications in the form of either a text or email based on their notification preference setting.

Pathway: Accounting > Credit Card Expiration; Setup > System > Notification Template - Credit Card Expiration

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AR Payment Batch- Error Message Displays When Attempting to Upload a File (13922)

Previously, an issue was causing an error message to display when a user attempted import a file into AR Payment Batch. This has been fixed.

Pathway: Accounting > AR payment Batch