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May 2023
Unless otherwise stated, these new features the updates and enhancements only apply to the new Peeredge User Interface.
Payments Report. A consolidated payments reports report is now available from the Relationships → Overviews → Payments menu. This report will show all payment transactions for 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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Relationship Portal Users can modify Relationship Info and Add and /Edit Relationship Contacts.
A Modify Carrier setting was added to Settings options Page for the Relationship Portal. The These Settings can be accessed from the Settings icon (cog wheel) on the Relationship → Portal Portals page.
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When the Modify Carrier setting is checked, the Settings menu will be visible for all Portal Users for that specific Relationship. The Relationship Info Table table will also be visible. Any Relationship Portal User will be able to view and edit the Relationship Info. They will also be able to add and edit Relationship Contacts.
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To grant the Admin privilege check the Admin setting for a Relationship Portal User when adding or Editing the User from the Relationships → Portals Tabtab.
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A Relationship Portal User with the Admin permission will have a Portal User Tab tab in the Settings menu of the Relationship Portal. From this Tab the Portal User will be able to add, edit or delete other Relationship Portal Users.
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General Improvements and Bug Fixes:
Added ability to add reason, reverse the NRC/MRC charge and due time on an invoice when invalidating an invoice.
To Invalidate an Invoice, from the Relationship → Invoicing Tab select the Invoice
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Added a Notes field for a Relationship Contact.
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Added color scheme on the balance overview Balance Overview page to visually signify how close someone a balance is to being warned or suspended.
Black - The normal state where there the current balance is at least $100 from the Balance Warning or Balance Suspend amount.
Yellow - If the current balance is less then $100 from the Balance Warning or Balance Suspend amount .
Orange - The current balance is greater than or equal to the Balance Warning amount.
Red - The current balance is greater than or equal to the Balance Suspend amount.
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