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Billing 22.2

PostedOctober 26, 2022
UpdatedOctober 27, 2022

ACH File Layout – Settlement Date Change

Packages | Billing | Bill Cycle Processing: To be compliant with the current ACH Bank file format (NACHA), the Settlement Date field in the Batch Header Record of the ACH file was changed from “000” to blank. The Settlement Date represents the Julian date on which settlement is scheduled to occur for the transactions contained in the batch. Going forward after the 22.2 upgrades, when the ACH field is created during step 10 of Bill Cycle Processing, the Settlement Date field will be blank.

Billing Image 1

Totals for Rewards

The Rewards screens in Customer Master have been enhanced to include totals and to always filter on pending rewards, as well as display the OCC Amount for rewards redemptions. These changes present a clear-cut view of Rewards for accounts creating a greater customer experience.

Service Order | Account Tier | Rewards: When selecting the Rewards node from the tree view in a Service Order, the grid view now opens filtered on a Reward Status of Pending, but the user can change the Status Filter as needed. Totals will display at the bottom of the screen for the following columns:

  • Billed Points
  • Points Earned
  • Rewards Earned
  • Rewards Amount

The Totals displayed are based on the selected status filter (i.e. Pending, Expired, Redeemed, and All.) If the columns in the grid are moved they will save to the registry and stay where the user moves them when the screen is closed and reopened. In addition, the changes made to the Rewards screen of the Service Order were also updated when viewing Rewards from Account Overview. The Rewards tab in Account Overview has the additional Totals added to the footer, the grid always opens to a Status Filter of Pending, and moving columns will save to the registry.

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Billing Suite | Bill Reward Redemption | Rewards Redemption (also accessed from Packages | Billing | Bill Reward Redemption):

A total of the Reward Amount column was added to the Rewards Redemption screen as well. The total Reward Amount is based on the Status radio button selection in the Status group box (i.e. Pending, Expired, Redeemed, All). A new “OCC Amount” field was also added to show the total OCC amount of the selected rows in the grid. In the example, there are nine Pending Reward rows in the grid, each with a Reward Amount of $1.00 totaling $9.00. Six rows are selected in the grid each with a Reward Amount of $1.00. A total of $6.00 is displayed in the OCC Amount field.

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Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.