
Nov 30, 2024
Omniware announces the release of its latest version of Dynamics Billing. Highlights of this release include:
New features:
• Payment Arrangement Notice sent out to customer when a new Payment Arrangement is created
• New site invoice template option
• Added a customer authorization document when creating eCheck payments from the portal and when enabling auto-pay for eChecks
• New loader to bulk load Account Notes into the system
• Added a usage chart to the MultiUtility Metering Invoice Template which showsaverage usage per day by month for the last 13 months for each metered service
• Revamped the Payment Arrangements flow to allow for easier creation and canceling of a payment arrangement
• Added Section and Account Status to the FIN201 report and a filter for showing Accounts with Final Bills
• New FIN002 report for summarized Site aging totals
• Payment Term has now been added to the Account Settings section, so it can be set at a site level
• The Section/Unit/Resident loader now supports loading in multiple email addresses for each resident
• In the Account page’s Invoices grid, we now order by “Invoice Date” (descending) and then “Period Start Date” (descending) for invoices created on the same date, ensuring the newest ones appear at the top
• Standardized the creation of Payment receipt PDFs and the process to email customers their receipts
• Added the following tooltip to the "Locked" field in the Account Page: "Indicates ifAccount is locked from being terminated while creating a new invoice during a bill run. Once that invoice is posted the account will be automatically unlocked"
• Added column External Transaction ID to the Active Payments page. Filter can beapplied to the column
• Added a warning message when trying to deactivate a bill period
• There is a new flag on the Site level called "PMS Disable Occupant Sync". When set to "Yes" this will prevent updates to Occupancy Counts during "Synchronize From PMS"
• Bill Run performance improvements
• Changed the PMS Sync service to pull additional names as Contacts on the Account
• Added the option to export all open charges for an account upon posting their final bill.
Customer Portal Improvements:
• Customer Services now can impersonate residents on the Customer Portal,allowing them to view exactly what the customers are seeing. The impersonated access is read only.
• Pending payments will now be visible in the ‘Invoices and Payments’ grid. Note: The balance will not be displayed for pending payments.
• Opting in to paperless billing and AutoPay will now be recorded in the CRM Audit
• A consumption chart will be displayed in the Customer Portal (if setting is enabled)
• Modified the PayNow page to show convenience fees up front
• Improved the information displayed when a customer clicks on PayNow to ensure it's clear what is owing on the account
Usability Changes:
• We’ve reorganized the order of invoice buttons on the Invoice Page
• Increased the Error window size to better accommodate and display longer error messages
• Enhanced messages now display both the status name and IDs, facilitating quicker issue investigation by Omniware’s support team