We improved the “Generate Debit Batches” screen and the “Monthly Processing” screen to have the same look and feel as the rest of the system.

This has been released in v.1.3.03

Webinar:  Month-end Billing Run

Video:  Billing Run (Part 1)

Video:  Billing Run (Part 2)

Monthly Processing screen changes:

• Force date fields to be read-only on screen – with the only modifiable field being the Billing Period. Like in the Billing Settings themselves – date fields will change based on this range.
• Confirming a billing period will automatically save the current billing settings noted on the screen – that way a person getting ready to process a new month won’t need to update the billing settings first. This makes the UI more forgiving and intuitive in terms of workflow.
• Change user permissions for this screen to be inline with permissions to change the identical date fields under the billing settings screen.

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Webinar:  Customer Suspensions

Webinar: Customer Cancellations

Video: Suspensions Overview

Video:  Cancellations overview

Some exciting changes have been made to the Suspension and Cancellation Module. These changes will improve the user experience and make navigating through the relevant menus easier to manage.

Menu Consolidation:

Previously under the Billing tab the Account Suspensions and Account Cancellation menu items were listed here. DataTill has now consolidated these two menu items. It is now located under Billing > Accounts Workflow. Once the page loads the Cancellations and Suspensions quick filter dropdown boxes are located on the left. The user needs to click on either option to further expand the menu.

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As part of the 1.3.01 update, the data table had to be truncated to allow for table restructuring. Going forward, messages sent to customers will be auto archived after 30 days. This has two major benefits; improving system performance as Read more…

Webinar:  Refer a friend webinar

Included in version 1.3.01

When a user gives a 4 or 5 star rating for the first time, they will be directed to the Refer a Friend pop up.

Before customers who give good ratings can get the popup to refer a friend, it will need to be set up in one of the two ways:

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The ability to do bulk pricing changes has been added with the release of VAT 15% changes. Blog: 15% VAT change in Sage One (SA) and DataTill

Bulk price updates can be used to increase or decrease pricing of products

On the ‘Bulk Pricing Changes’ screen, you can increase or decrease pricing with a percentage.

• To increase prices, put a positive value in the percentage field. (“Increase VAT Incl Amount By”)
• To decrease prices, put a negative value in the percentage field. (“Increase VAT Incl Amount By”)

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In version 1.3.00 we have added an address section for each radius user account.

If the radius user’s address is the same as the physical address on the customer edit screen, then no changes needs to be made. By default all radius user accounts pulls the customer’s physical address as the radius account address.

If the radius user’s address differs from the customer’s physical address, then it is now possible to update the address for the radius user account.

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From 1 April 2018, South Africa’s VAT should be increased from 14% to 15%.

According to the ‘Time of Supply’ rules stipulated in Section 9 of the VAT Act, transactions that occur on or after 1 April will be subject to the new 15% rate. Any purchases that are completed before 1 April but refunded after 1 April, should be refunded at the 14% rate, which should be reflected in the credit note. For contracts that came into effect before 1 April but will continue after 1 April, an apportionment must be applied.

The correct VAT to apply will be the one that’s in place on the date the invoice was issued or when payment is received – whichever happens first. For example, if you invoice for a sale on 31 March but are only paid on 2 April, the VAT rate of 14% will apply. If you receive payment on 1 April but have not yet invoiced, then VAT should be charged at 15%.

Source: http://www.sage.com/za/newsroom/sage-south-africa/2018/03/sage-streamlines-compliance-with-new-vat-rate

 

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A setting to customize the string to append to the usage SMS message as been added in version 1.21.16.

Go to Setup, Notification and you are able to edit the SMS suffix.

“Enable Customer Topups via SMS Reply” must be on for customer replies on SMS messages to trigger a topup on their account.

This SMS topup reply suffix is added to usage SMS notifications. Data usage notifications must be on for these SMSs to be sent out.

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In version 1.21.16, a drill-down view for debit batches has been added.

Go to Billing, Debit Run Batches, Debit Batch Details.

When viewing debit batch details, you can now click on the details button to see more details of a specific debit batch. This will then show details about the invoices and a button to view the PDF document of each invoice.

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