Cimpl Spring Release - April 2023

Enhancements/Improvements

Billing Center

Invoice Management

Accounts Payable Posting

  • We’ve enhanced the Create New Accounts Payable feature to provide greater transparency and control into vendor invoices being sent to AP during the posting process with a simplified view into accounts being added to an Accounts Payable File.

  • We’ve added additional Accounts Payable File audit controls to indicate the status of file creation such as:

    • When the AP Generator finds an error, the File Not Created status displays. Users can address the error(s) then click and then Regenerate to issue the file again.

    • If an account shows an error, a message displays on the Detail page showing the number of accounts that have failed and those account(s) display in the list.

Payment Readiness

  • Negative numbers are not allowed to be entered in the AP file.

Configuration

Assets

  • Account Management: Renamed Account Is In AP on the Overview page to Include Account in AP and it is available as an option in the Filters drop-down list.

  • Providers: The new AP Posting File Generation enabled checkbox has been added to allow you to control which providers are being paid. Select the checkbox to include the account on the AP Posting form if the account has a payment ready status. The default is the checkbox is clear.

System Settings

  • Email Template: The Shipping_Address information has been added to the Service Request Approval email template.

Inventory

Inventory Center

  • When upgrading an existing service, users are now able to select the hardware provider to send the work order to if it is different from the service provider.

Ordering Center

  • Workorder Center: The Add Notes option is now a popup form and all fields are required.

Reports

  • Additional Cost Center Name and Cost Center Number reporting data points have been added to the Top Report For Costs reports.

Requests

Request Center

  • When an upgrade request is submitted, the old hardware name, IMEI number, purchase date, and DisconnectFromInventory display in the Request Details and Workorder Actions sections.

  • The Shipping Address and Approval Email have been added to the Request Details section.

Self Service

  • The service contract is automatically loaded when there is only one available.

Upland Analytics

Upland Analytics (UA) has been integrated with Cimpl. A UA instance must be configured, permissions granted, and accounts set up before the Upland Analytics option is available in the side navigation. See Configure Upland Analytics for more information.

Upland Assist

  • The Help icon has been moved to header on the left side of the Notification icon.

User Experience and Navigation

  • Simplified keyboard navigation has been added providing a more streamlined approach to system navigation, accessing menu content, and improving user experience.

Fixes

  • You are no longer able to inadvertently send multiple work order emails. The Send Email button is now disabled after selected.

  • The Work Order Details report is available for export.

  • You are now able to successfully emulate an employee.

  • When you export a report to Excel that contains the & symbol, the symbol now displays correctly in Excel.

  • The Get Catalog items API successfully downloads new and updated catalog items.

  • You are now able to successfully open attachments in the Documents tab in the contract.

  • Disabled options no longer display during bulk editing.

  • Self-Service and Inventory billing data are now loading correctly.

  • The iDispute details correctly display when you click View Details on the MACD dashboard.

  • The Account cost page is now available to load.

  • You are now able to select the invoice number in the Payment Readiness view.