Included in this maintenance release are the following improvements and bug fixes:
IMPROVEMENTS
• Recurring billing entries from sub-accounts will now have the prefix of the sub-account in the description field. This will also appear on the tax invoice
• Added a setting/toggle on Edit customer–>Master Account–> Consolidate Billing to Master Account (Recurring billing) that allows the consolidation of recurring billing on that account. Bill all to Master must be enabled for this setting to work
• Editing a recurring billing entry (when Bill to Master is enabled) now has an option for a user to specify if the entry is for the master/sub-account
• Saving the Master Account customer with Consolidate All To Master feature enabled reassigns all sub-account entries to the Master Account. This will result in both the Master and sub-accounts recurring billing entries being regenerated. A popup will appear reminding the user about this
• Added a toggle to Add New Recurring Billing entry that allows the user to select Sub-Account linked ON/OFF
• When adding a new recurring billing entry to the master account, a list of enabled sub-accounts linked to the master account appears
FIXES
• Disabled the ability for users to add recurring entries to a sub-account. Added a warning to the recurring widget informing the user that entries cannot be added here
• Fixed an issue where an agent could not edit a user’s bank details. This can only be done if the agent has Customer Care HOD permission/s enabled
• The system will check/validate the Debit Mandate compliance documents (if it exists)
• These changes will be added to the audit trial