May 8, 2024 - Release Notes
There was no downtime needed for this release.
BS - 5757 Invoices: Removed the option to create multiple invoices using Inbound/Outbound Reference numbers as it was redundant. The same functionality is provided through Transaction IDs. Any existing invoice configurations that use Inbound/Outbound Reference numbers will be updated to utilize Transaction IDs instead.
BS - 5819 User Permissions: Due to the limited permissions associated with the Billing Manager application, users must possess the Billing Manager Admin permission to utilize the Invoices page for making payments. This update restricted Billing Manager access for customer users, allowing them to access only the Customer Invoices link in the left navigation, irrespective of their assigned permissions.
BS - 5821 Settings: Added a Company Name field in the Company Info tab. The data from this field will be used in the updated invoice header to identify the invoice creator.
BS - 5862 Invoice Generation: Implemented an auto-invoice generation feature that can be configured at a customer level within the Customers module. For more information about auto-invoicing, see Using Automatic Invoice Generation.
BS - 5883 Invoice Generation: Redesigned the invoice format to improve the appearance and ensure the inclusion of all necessary information for 3PL customer invoices. Enhanced the Summary page to allow customers to quickly view charges by Transaction and Charge type, simplifying the invoice review process.