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Issue key

Summary

Description

Issue Type

Components

V5-3698

Debtors report & Ageing analysis

Debtors report and ageing analysis must include all contacts with a balance and unpaid invoices, regardless of the invoices' due date i.e. do not take into account whether the invoices have an overdue amount, just include them as long as they are not paid

Bug

ACCOUNTS 

V5-3651

Include Ageing information in statements

Ageing info is missing from contact statement communication tags (info is only available when viewing the statement from the UI)

Task

ACCOUNTS 

V5-3584

Payment Method (SEPA) Enhancements

Enhance Account Debit payment methods (and overarching APIs) to support SEPA sequence type (first, recurring, final, one-off)

Improvement

ACCOUNTS 

V5-3471

Ability to modify and communicate a financial transaction's notes

Provide the ability to users to modify a financial transaction's notes even after it's Posted. Additionally, a financial transaction's notes should also be supported as Communication Tags

Improvement

ACCOUNTS 

V5-3406

Accounts & Financials V2 Web APIs issues

Accounts & Financials V2 Web APIs issues

Task

ACCOUNTS 

V5-3404

Issue on automatically reactivating services

On crediting an account, and if there's no specific debit intention (i.e. credit issued against a specific invoice), then get the service(s) eligible to be reactivated, based on which subscription invoices are eventually paid according to FIFO allocations

Task

ACCOUNTS 

V5-3742

Leads Activity option without contact 

On the Leads screen the 'Create Activity' option is not visible if there is no contact associated to the Lead. This should be changed so that the option is available, and when selected a message should appear informing the user to associate the lead to a contact first.  

Bug

ACTIVITIES, LEADS

V5-1450

Business Network Assignable Records

Ability to support 'assigned to' attribute on records, such as leads, service requests and activities. As core behaviour, single users or a team can be assigned on such entities

Improvement

ACTIVITIES, LEADS, BUSINESS NETWORK, ORDERS, SERVICE REQUESTS

V5-3695

Organisations Purchases Statement report duplicates

Organisations Purchases Statement report is producing duplicates

Bug

ANALYTICS

V5-3660

Order Summary Report issue with currency

Order Summary report shows incorrect currency. It should be the currency in which the contact was charged for the Order

Bug

ANALYTICS

V5-3227

Analytics & Segmentation issues

  1. Issue with 'Registration date' filter in segments

     a) Filter is set to retrieve contacts registered on 29/7, but it also includes contacts registered on 30/7 

Bug

ANALYTICS

V5-3752

Inactive Organisations should not be returned in merchants api

Back-Office Get Merchants API should not include merchants or venues that have a status of 'inactive'

Bug

BUSINESS NETWORK

V5-3561

Ability to get an organisation statement and financial analysis 

  1. Issue a monthly or annual statement for an Organisation (e.g. merchant), to have the same format as the Contact statement.

  2. Analysis to be the same as contact financial analysis in Reports

New Feature

BUSINESS NETWORK

V5-3639

Order communication tags not working

Order queue' and 'status' tags are not being replaced in communication templates:
a) Fix the two communication tags
b) Verify solution for all Order tags
Issue should be resolved in communication templates and templates used in Automations

Bug

COMMUNICATIONS

V5-3741

Cannot register a contact at service owner level using self-service 

Contact cannot be registered at service owner level using self-service (front-end applications). 

Bug

CONTACTS

V5-2100

Validate OTP in test mode issue

Validation OTP in 'Test mode' fails if you register with a contact you have already registered with in 'Live mode'

Bug

CONTACTS

V5-3433

Stock Management and Traceability Enhancements

Provide the ability to view

1) Additional stock balance information during the ordering process

    a) In stock/out of stock, stock balance, number of items reserved per stockable item in products list

2) Access products detail screen in a new tab where detailed stock balance information is displayed

3) Stock Information section on screen to also provide the ability to view in which Orders/Service Requests the items are reserved

Improvement

INVENTORY

V5-2659

Ability to keep track of stock balance for non-traceable physical goods

Ability to keep track of stock balance for non-traceable physical goods

Improvement

INVENTORY

V5-3709

Order issues

  1. Milestone percentage in Order Queues is not updated. Upon saving the queue's configuration the Web API includes the new value, but the old milestone percentage is shown upon retrieving the queue and its stages

  2. Order Milestones: Should display the currency symbol of the order's account (in the modal where milestones can be updated)

Bug

ORDERS

V5-3650

UI issue in Order milestones

Order milestone was set as a specific % (10%) but when viewing an order's milestones it shows  10 euros. Web API should return that the milestone setting as a %

Bug

ORDERS

V5-3469

Enhancements in Cancelling an Order

The Orders Kanban screen shows the Orders of a queue, grouped by their stage. However, when an order is cancelled, the backend keeps the same stage and changes just the state of the Order. Therefore there's inconsistencies in the results e.g. 10 orders shown in stage X, but actually 3 of them are still valid since the other 7 were cancelled

Improvement

ORDERS

V5-3759

SS List wallet (journal) transactions API not retrieving financial event details for 'pass redemption' 

The self service API 'wallets/{id}/transactions' (List Wallet (Journal) Transactions) does not retrieve the financial events information for pass redemption events. 

Bug

PASSES

V5-3627

Issue when viewing and saving a pass from a pass plan

Select to view a pass of a pass plan - system hangs when 'Save' selected.  

Bug

PASSES

V5-3734

SR automation to provision SR to system user not working 

Service Request automation configured to assign a SR to a new system user upon achieving a specific stage in the queue is not working.

Should also work for provisioning to a team. 

Bug

PLATFORM

V5-3723

Integration settings restriction in terms of number of characters

Cannot change the connection string parameter of Mongo DB integration to one of more than 256 characters

Bug

PLATFORM

V5-3699

Issue in eSoft integration - webhook

Accounting information of a financial transaction is exported to eSoft using the system date, instead it should be based on the financial transaction's posted date (Post Period and Post Year)

Bug

PLATFORM

V5-3679

Industry & Industry Sectors Usability Enhancement

Move industries and industry sectors under platform settings

Task

PLATFORM

V5-3641

Remove default 'Contact Tags' filter when navigating to Tags configuration

When navigating to the Tags summary screen, the 'Contact Tags' is always selected by default and should be removed. The correct default filter should be 'All Tags' 

Bug

PLATFORM

V5-3738

Issue when listing prices based on their labels

When searching for a product's prices based on the price's label, the system retrieves all labels.

Bug

PRODUCT CATALOGUE

V5-3711

Invoice estimation issue

When the pricing process is triggered through invoice estimation (on adding SR charges, issuing a manual invoice), advanced contact pricing not applied and the wrong price is returned

Bug

PRODUCT CATALOGUE

V5-3691

Accumulated usage allowance settings not mandatory

Accumulated usage allowance settings must not be mandatory when setting up a price's usage allowance.
Verify that a correct usage allowance has:

  • accumulated settings OR

  • at least one usage setting per product or product type

Bug

PRODUCT CATALOGUE

V5-3634

Cannot set up tiered pricing and differential prices

  1. When creating a new product (of any classification), only the 'Flat' price model is available (correct behaviour is that all models are available)

  2. It should be possible to set up a price of a one-time service using Tiered, Volume and Stairstep models. But only 'Flat' is allowed.

  3. Cannot set up a differential price (price when sold as part of bundle) using a pricing model other than 'Flat'. e.g. user should be allowed to set up a Tiered, Volume, Stairstep price for a  termed/usage service when sold as part of a flexible bundle)

  4. Include one time service's period in list prices (it is returned in the List prices, but should also be shown in the UI)

Bug

PRODUCT CATALOGUE

V5-3568

Ability to apply promotions based on already subscribed services

Provide the ability to set up a promotion that gives a discount to a basket service based on services that the contact has already subscribed to.

The contact can benefit from this promotion for the newly ordered service as long as they are still subscribed to the specified service(s)

Improvement

PRODUCT CATALOGUE

V5-3330

Pricing support for B2B models

Support for B2B models including:

  1. Ability to setup wholesale and other custom defined pricing groups that are applied to companies, persons, contact category or specified contact

  2. UI that enables an administrator to setup prices for multiple products for a pricing group or a segment

  3. UI that lists all contacts and their pricing group, with the ability to easily amend  

New Feature

PRODUCT CATALOGUE

V53730

Adding a new price requires a price for the base currency as well

When setting up a price, it shouldn’t be mandatory to specify the price in base currency too.

Add a price for a contact whose account is in a currency other than the base currency of the business, i.e. the new price added refers to a specific contact.

Bug

PRODUCT CATALOGUE

V5-3737

Spend request should not be accepted if consumer asks for more funds than the available wallet funds

Spend request should not be accepted if consumer asks for more funds than the available wallet funds

Web API (self-service POST /contacts/{id}/tokens) to return an error code if the requested amount is more than the available amount.

Improvement

REWARDS CORE, WALLET

V5-3716

Instant Redeem Issue

Instantly redeemed awards are not included in a contact's payout

Bug

REWARDS CORE

V5-57

New Offer Goal - Reward Achievement / Subscription Maturity

New offer 'Subscription Maturity' - awards customers for uninterrupted subscriptions (based on subscription activation date).

Story

REWARDS OFFERS

V5-3721

Payment method type not available for users with no access to Set Financial Settings

A system user with no access to 'Set up Financial Settings' cannot create a payment due to the fact that the payment method type is not loaded on creating the payment

Bug

SECURITY AND USERS

V5-3694

Error when updating telephone number of a user on merchant level

Error when updating telephone number of a user on merchant level. 'User not found' error is thrown

Bug

SECURITY AND USERS

V5-3646

Merchant Authentication Issue

Authenticating a merchant within an organisation with a state of 'inactive' should not be allowed

Bug

SECURITY AND USERS

V5-2546

User Permissions Usability

Ability to use specific permissions on other entities is not supported

Bug

SECURITY AND USERS

V5-3757

Newly created Service Requests don't appear on Kanban board view

New service requests appear on List view but not on Kanban view

Bug

SERVICE REQUESTS

V5-3732

Issue when calculating SR charges amounts

Add a product to be charged as part of a service request.

  • On adding the product the correct price should be applied/set automatically. (this is ok)

  • Change the quantity of that product. If the user does not press [Enter] or click on another part of the screen, then the total SR amounts are not re-calculated (i.e. right after changing the qty the user clicks on 'save')

  • As a result the SR is not invoiced correctly

To fix:

  • Fix the UI i.e. upon qty change, to trigger invoice estimation again

  • On updating SR charges, run invoice estimation again

  • On invoicing the SR, re-run the estimation

Bug

SERVICE REQUESTS

V5-3673

Ability to search Service Requests based on their Address

Ability to search Service Requests based on the Address at which the service request will be performed.

Improvement

SERVICE REQUESTS

V5-3255

Service Requests new and improved features

1) Ability to create a SR from the Contact screen

2) Ability to define one or more root Categories per SR queue

    a) Select root category, or child of root category on SR  
    b) Set categories on queue application settings

3) Ability to add a comment at each stage of the queue for a SR (once achieved)

4) SR automations:

    a) New trigger event 'SR owner changed'
    b) Rename all occurrences of 'status' to 'stage' in filters

5) Increase the comment size when completing the SR

    a) Enlarge the modal so that it fits more than 4 lines of content without having to scroll up/down

New Feature

SERVICE REQUESTS

V5-3714

Issue when placing Orders for one-time services

  1. One time service's charge is included in order's estimation and not in billing estimation

  2. On placing the order, the order is not completed automatically

  3. In general, keep the same flow as in ordering termed services

Bug

SUBSCRIPTIONS

V5-3642

Issue when pausing a service

Select to 'Pause' a service and set the pause end date to be a future date (i.e. not number of days). Error message says 'specify number of days, this field is set to null in the Web API, so it seems that is not calculating the number of days correctly

Bug

SUBSCRIPTIONS

V5-3640

Get usage allowance Web API returns no results when service is expired

Get services/id/allowance' Web API does not return any results when the (one-time) service is expired. It should return 0 

Bug

SUBSCRIPTIONS

V5-3495

Ability to set up billable and non-creditable states per service

Ability to set up additional billable and/or non-creditable states for specific services

Improvement

SUBSCRIPTIONS

V5-2729

Enhanced Trial Management

Trial Management rules define whether a contact gets a Trial service once (amongst all subscription services), on subscribing to the first service that includes a Trial period in its price terms, or a trial period for each service to which they subscribe to. 

Improvement

SUBSCRIPTIONS

V5-3743

Subscription based Automations Usability Issue

On automations summary page, all automations for subscriptions are missing an icon and the subscription label

Bug

USER EXPERIENCE AND TECHNICAL

V5-3703

Automations Usability Issue

Adding an automation filter as 'OR' does not work, the system handles it as an 'AND'

Bug

USER EXPERIENCE AND TECHNICAL

V5-3702

Order UI Enhancements

Remove inner scrolling when placing an order

Task

USER EXPERIENCE AND TECHNICAL

V5-3153

Ability to award contacts on their wallet creation and not on registration

Ability to award contacts on their wallet creation and not on registration

Task

WALLET

V5-3717

System not calculating the correct Product Price for a contact with SR charges 

When calculating the product price for SR charges, the system should take into consideration if there is a specific product price for that contact

Bug

SERVICE REQUESTS

V5-3715

Users without permission MANAGE USERS to be able to edit their info

Users without permissions to MANAGE USERS should still be able to edit their own info

Task

SECURITY & USERS

V5-3664

Add order id on one time services

Add order id on one time services

Task

SECURITY & USERS

V5-3652

User Password Policy

Enhancements on password policy: strong password and expiration

Improvement

SECURITY & USERS

V5-3615

CIM registration issues

  • When setting up a landing page a validation should take place to check if the corresponding cim is enabled

  • The Contact Self Service registration with email/phone OTP should fail if email/phone cim are not enabled

Bug

PLATFORM

V5-3527

Stock Balance Enhancements

Ability to support products (non-traceable but stockable or traceable) with zero or no balance, and metrics for reserved, dispatched, rented, ownership, available for sale/rent, on stock balance summary page and report

Improvement

PRODUCT CATALOGUE

V5-3314

Contact identification medium validation issue

Register a contact with duplicate CIM. The contact is created, and validation is performed only upon update.

Validation on create considering test mode but validation on update ignores test mode

Bug

CONTACTS

V5-3206

Active Contacts Metric

Implement Active Contacts metric for Contacts Dashboard

Task

CONTACTS

V5-3105

Change Payment Terms bug

Payment Term options not showing correctly. Response of the API has changed

Bug

CONTACTS

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