This release is now scheduled to release to Production environments on:
- CAN/US: 2019-06-11 @ 10:00 PM EST
- AUS/INT: 2019-06-13 @ 01:00 AM AEST
We target to deploy this release on your Preview environment on:
- CAN/US: 2019-06-05 @ 03:00 PM EST
- AUS/INT: 2019-06-06 @ 05:00 AM AEST
These dates may be subject to change.
During the first fifteen minutes after the scheduled time of the release, you may experience some instability in the app while the migration completes. If you encounter an error, please try again in a few minutes.
- June 25
- July 23
- August 20
- September 17
This release contains the following new features and improvements:
- Ability to Adjust Rate and Quantity on Client Billing Premiums
- Adjustments on HCP Transactions
- Improvements to Client Statements
- Aged Receivables Reports
Ability to Adjust Rate and Quantity on Client Billing Premiums
Improvements have been made to allow users to adjust the Rate and Quantity when creating Client Billing Premiums or adding Premiums or Fees to a Budget.
When adding a Billing Premium for a Client, the dialogue will display the Default Quantity and Rate (based on the Bill Rate or Special Rate effective as of the Premium Start Date) that will be associated with the Premium.
Check the box next to Override Quantity and Rate to enable additional fields so that you can enter a Premium Quantity and Custom Rate.
You will also be able to override the default Quantity and Rate when adding Premiums or Fees to the Expenses side of a Budget.
Additionally, the Premium Quantity and Custom Rate will be displayed in the list of Billing Premiums in the Accounting tab of the Client's profile and in the list of premiums included on invoices.
Learn more about Client Billing Premiums.
Adjustments on HCP Transactions
Australian organizations using HCP funding will now be able to make credit and debit adjustments to HCP Claim, HCP Income Sale, and HCP Revenue Transfer transactions.
From the Client's Balance and Transactions page, click the arrow next to Allocate for any HCP Claim, HCP Income Sale, or HCP Revenue Transfer transaction and select Adjust.
In the Adjustment dialogue, select the Adjustment Type, according to whether the Adjustment involves an increase or decrease on the amount of the original transaction.
Enter the amount of the Adjustment in the Adjustment field. Note that when decreasing the amount of the sale, you cannot enter a value less than the amount of the original transaction as the Adjustment amount.
You also have the option to enter a memo in the Reference field. Click Adjust to apply the changes to the Funder Balance.
Improvements to Client Statements
Statements for one or more Clients will now be generated from Accounting Exports.
Each Client Statement will list all AR transactions for each Client-Funder (Client Individual and Funder Individual types only) combination over a set period of time and includes the account's Opening and Closing Balance along with an Aging Report.
Client Statements are available as either Summary or Detailed Reports. The list of transactions in Detailed Statements will also contain further information about the Visits and Premiums included as line items on an invoice.
To generate a new Statement, go to Accounting>Accounting Exports, click Add Accounting Export, and select either Statement - Summary or Statement - Detailed as the Type. Enter a Start and End Date and select the Clients and Funders you wish to include in the Statement. You also have the option to Exclude statements with a 0 closing balance.
Learn more about Statements.
Aged Receivables Reports
To help users keep track of unpaid invoices, an Aged Receivables report will be available in Accounting Exports to run for Funders of Type Client Individual, Funder Individual, and Funder Batched.
To run the report, go to Accounting>Accounting Exports, click Add Accounting Export, and select AR Report as the Type.
Learn more about Aged Receivables Reports.