LogiSense Difference Detail

1. Overview: Shows a detail of the current account

• Current version: First tab from the left above the dark ribbon at the top of the screen
• New version: Third item down in the left side navigation bar

2. Tickets: Shows all active tickets for current account

• Current version: Second tab from the left above the dark ribbon at the top of the screen
• New version: Fourth item down in the left side navigation bar

3. Contacts: Shows all contacts for current account

• Current version: Third tab from the left above the dark ribbon at the top of the screen
• New version: Fifth item down in the left side navigation bar

4. Packages: Shows all packages for current account

• Current version: Fourth tab from the left above the dark ribbon at the top of the screen
• New version: Sixth item down in the left side navigation bar

5. Invoices: Shows all invoices for current account

• Current version: Fourth tab from the left above the dark ribbon at the top of the screen
• New version: Seventh item down in the left side navigation bar

6. Transactions: Shows all transactions for current account

• Current version: Fifth tab from the left above the dark ribbon at the top of the screen
• New version: Eighth item down in the left side navigation bar

7. Reports: Opens available reports for current account

• Current version: Seventh tab from the left above the dark ribbon at the top of the screen
• New version: Ninth item down in the left side navigation bar

8. Tools: Shows available tools for current account

• Current version: Eighth tab from the left above the dark ribbon at the top of the screen
• New version: Tenth item down in the left side navigation bar

9. Order Forms: Shows all available order forms for current account

• Current version: Fourth tab from the right above the dark ribbon at the top of the screen
• New version: First item down in the left side navigation bar

10. Places: Shows all places for current account

• Current version: Third tab from the right above the dark ribbon at the top of the screen
• New version: Second item down in the left side navigation bar

11. Rating: Shows rating options for current account

• Current version: Second tab from the right above the dark ribbon at the top of the screen
• New version: Eleventh item down in the left side navigation bar

12. Setup: Shows all setup options for current account

• Current version: First tab from the right above the dark ribbon at the top of the screen
• New version: Twelfth item down in the left side navigation bar

1.  Name: Name for the current account you are viewing

• Current version: First item down in the left side box under Current Account
• New Version: Eighth box from the right above the Details and Components sections

2. AccountID: LogiSense identification number for the current account you are viewing

• Current version: Second item down in the left side box under Current Account
• New Version: Seventh box from the right above the Details and Components sections

3. Status: Shows the current status (enabled or canceled) of the account being viewed

• Current version: Third item down in the left side box under Current Account
• New Version: Fourth box from the right above the Details and Components sections

4. Balance: Shows the account balance on the account being viewed

• Current version: Fourth item down in the left side box under Current Account
• New Version: Sixth box from the right above the Details and Components sections

5. Balance Due: Shows the current amount due on the account being viewed

• Current version: Fifth item down in the left side box under Current Account
• New Version: Fifth box from the right above the Details and Components sections

6. Bill Day: Shows the billing day on the account being viewed

• Current version: Sixth item down in the left side box under Current Account
• New Version: First box from the right above the Details and Components sections

7. Bill Group: Shows the current billing group for the account being viewed

• Current version: Seventh item down in the left side box under Current Account
• New Version: Second box from the right above the Details and Components sections

8. Invoice Configuration: Shows how invoices are configured for the account being viewed

• Current version: Eighth item down in the left side box under Current Account
• New Version: Third box from the right above the Details and Components sections

9. Billing Contact, Title and Company: Shows contact information for the account being viewed

• Current version: Ninth, tenth and elevenths item down in the left side box under Current Account
• New Version: Item not included in Current Account information (It is displayed in the details section)

Enhancements to LogiSense

• Apply Invoice discounts at an owner level. Invoice discounts on the owner-user will work alongside discounts at other levels.
• Ability to edit the Owner Parent Account Billing Type on an existing owner. Can only be applied if all account invoices under the owner are closed and have a balance of zero.
• Single sign on configuration at a branded owner level which if desired can be shared to other owners un the branded owner
• Added sent date, invoice configuration, default payment type and aging columns to the Invoice Summary Report.
• Added the ability to calculate tax on batches of UDR records in SureTax integrated environments instead of taxing usage one UDR at a time, improving performance.
• Modified the Tools>Sub Accounts>Add page to permit User Extended Attributes to be displayed and populated.
• Added the ability to set up parent/child profile questions on Setup>Server Types
• Hold Transaction Feature: prevents transactions from being added to invoices until the transactions are billed during a bill run.
• Added Effective Date to the Account Services report