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May 2023
Unless otherwise stated, these new features only apply to the new Peeredge User Interface.
Payments Report. A consolidated payments reports is now available from the Relationships → Overviews → Payments menu. This report will show all payment transactions all Relationships (Customers). The report can be filtered by relationship, transaction type, and date range. The report can be exported to a CSV file.
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Portal User Configuration Options A Modify Carrier setting was added to Settings options for the Relationship Portal. The Settings can be accessed from the Settings icon (cog wheel) on the Relationship → Portal page.
When the Modify Carrier setting is checked,
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Relationship portal
The NRC and MRC Tabs were added to the Carrier Payments page in the Relationship portal to show all non-reoccurring and monthly reoccurring charges.
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General Improvements and Bug Fixes:
Added a Notes field for a Relationship Contact.
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Added color scheme on the balance overview page to visually signify how close someone is to being warned or suspended.
Black - The normal state where there the currently balance is at least $100 from the Balance Warning or Balance Suspend amount.
Yellow - If the Balance Warning or Balance Suspend amount is less then $100 from the current balance.
Orange - The Balance Warning amount is greater than or equal to the current balance.
Red - The Balance Suspend amount is greater than or equal to the current balance.
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Implemented a Boolean Search in Enable/Disable Vendors
For better usability Time Selection on Reporting is changed to 24 Hour Format instead of 12 Hour with AM/PM filters.
Improve security by using the setup password links instead of the username and password used in welcome emails.
Added Suspension and Warning Limits to the Relationship Portal under the Carrier Payments page.
Changed default filter for Capacity Report to show data for this month instead of last month.
Fixed an issue where deleted relationship names are showing in templates.
Fixed the Destination Performance Report to show Vendor side data.
March 2023
General Improvements and Bug Fixes:
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