March 12 Release
Release timing
Release 198 is scheduled to release to Production environments for:
- CAN/US: 2019-03-12 @ 6:00 PM EST
- AUS/INT: 2018-03-13 @ 3:00 AM AEDT
We target to deploy this release on your Preview environment on:
- CAN/US: 2019-03-05 @ 15:00 PM EST
- AUS/INT: 2019-03-06 @ 7:00 AM AEDT
These dates may be subject to change.
Upcoming Releases
- April 2
- April 30
- May 28
- June 25
Webinars
Date: Wednesday March 6, 2019
Time: 4:00 PM Eastern Time (US and Canada)
Register for the webinar in advance here.
Intro Note
This release contains several new features and improvements, including:
Bulk Payment
This new feature allows users to make payments in bulk without having to manually enter the transactions for each Client.
To make a Bulk Payment, go to Accounting>Payment. From here, you can enter a Cut-Off Date for the Outstanding Debits you wish to include in the payments, choose to filter by Funder, Group, or Client and select whether you want to Use Unallocated Credit when determining Payment Amounts.
In the Bulk Payment grid, you can view the Funder, Billing Contact, Client, Outstanding Debit, Unallocated Credit, Balance, and Payment Amount for payors with outstanding balances as of the specified Cut-Off Date. The Payment Amount is how much will be paid toward the Client's Balance based on Outstanding Debits posted on or before the Cut-Off Date as well as any Unallocated Credits (if Use Unallocated Credit was selected).
Select the payments you would like to make and then click Apply Bulk Payment to choose the Payment Method and Posting Date.
Note that you can only process a maximum of 200 payments at once. If more than 200 payments are selected, you will not be able to click Apply Bulk Payment.
Learn more about Bulk Payment.
Offer Response Sorting
The Offer page within the Visit dialogue has been improved to allow users to more easily view Offer Responses and identify Accepted Offers when assigning Vacant Visits. Employee Responses are now sorted so that Offers that have been Accepted will display before Offers that are Expired, Pending, or Declined.
Learn more about Visit Offer Status.
Client External ID Added to Header When Printing Charts
When printing Client Charts, the Client's External ID will now appear in the header on all pages of the document.
