Cimpl Summer Release - August 2023

Enhancements/Improvements

AP Posting Features and Improvements

  • Configurable controls have been added that allow for specific filename(s) for both the AP and AP summary export.

Cimpl APIs

  • Additional API functions have been added to allow services to be filtered by modified date and by service type.

  • The isActive flag has been added in both SVC01-Get Services and SVC02-Get Service Inventory.

  • The logic for filtering and adding the isActive flag has been changed to use the ServiceInventoryStatusId column.

  • The Active check logic has been changed in workorder APIs as follows:

    • when a service is active, it is allowed for workorder creation (if all other criteria are met).

    • when a service is NOT active, it is NOT allowed for workorder creation (if all other criteria are met).

Mobile and Fixed Procurement

  • Additional fields have been added to the Workorder Details report on the summary line including:

    • Sent by - the person who sent the workorder

    • Completed by - the person who completed the workorder

  • Users can now include attachments to notifications while sending or closing a workorder. The attachments are sent to the workorder email recipient.

  • The Templates tab has been added to Tenant Options to allow users to create a template to auto-populate comments in the workorder’s Comments section.

  • The Save Comment button has been added to allow users to add comments on service requests without approving or rejecting the request.

  • System administrators are now able to configure workorder email recipients in Tenant Options. Workorder emails can be sent to the Workorder Requestor and/or Workorder Owner (Approver).

  • The following email templates are now configured to send emails to the Workorder Requestor and/or Workorder Owner (Approver):

    • Workorder Notification

    • Workorder Details

    • Workorder Status Change

  • The Site and Onsite Contact now displays in the PDF of the emails sent to the provider.

Payment Readiness Improvements

  • Users are now able to filter the Payment Readiness grid by the Invoice Loaded Date, thus providing greater flexibility in searching and reviewing results.

  • The Invoice Period has been added next to the Invoice Status field in the header and the following fields have been added to the summary card:

    • Date Paid

    • Market

    • Payment Method

    • Check Number

    • Paid Amount

  • The Payment History tab has been added to show payment history from the previous period up to one year. This information can be exported.

  • The Comments tab has been added to allow users to enter comments on invoices independent of actions. Historical comments can be viewed in the Activity tab.

  • Users can only edit and delete their own comments to avoid overwriting other users' existing comments.

  • The Comments field has been renamed to Reason, which is now a required field for auditing and tracking purposes in the following action modals:

    • Rollback action

    • HOLD action

    • Confirm Full Amount

    • Confirm partial amount

    • Historical reasons can be viewed in the History tab.

  • The Latest Comment field in the Payment Readiness Grid has been renamed to Latest Action Reason and is now visible by default.

  • The Invoice Activity tab has been removed and replaced with the Activity section. This section contains the History tab that displays audit information for historical actions.

Productivity Improvements

  • In the Transfer to Another department self-service request, the Department popup displays all entities only when the default organization department is selected.

  • In the Accounts module, the Cost Center popup displays all entities only when the cost center selected.

  • Report filters have two new filter values: Is None of and Is NOT Null or Empty.

  • The Option Cost field value has been increased to allow for higher dollar values.

  • SSO enabled users can no longer use the Cimpl login screen to login to Cimpl.

  • The Service Category field has been removed from the Invoice Life Cycle report to eliminate duplicate records.

  • When a user clicks the download link in a scheduled report email, they must log in before the report can be downloaded.

Upland Analytics Integration into Cimpl

  • Upland Analytics has been fully embedded into Cimpl and now configurable and available for all clients.

Fixes

  • The Included in AP and Message fields are hidden when the AP file is in the Scheduled or Cancelled state.

  • The Approval is Required field is now hidden in the Auto Approval and Auto Rejected emails when auto-approval is enabled.

  • The workorder sequence now displays correctly.

  • Transfer Cost Center API creates a workorder only when cost center is Active, and cost center status is Open.

  • Users can now successfully export the Dispute Management Report.

  • User can now successfully sort columns in ascending and descending order.

  • The Invoice Load Type now displays on all Invoice Lifecycle Reports.

  • The + icon now displays correctly.

  • The Workorder center now opens correctly.

  • The ES-related options have been removed from the language list for all clients.

  • The emulation function loads expected results.

  • The Status dropdown list now displays correctly in the Notes popup.

  • Reports exporting is fixed.