New features
🚀 New
Add conditions to rates now
Files are now also available at contract level
🔧 Solved
Data import adjustment that allows you to use references in the custom file format for measurement data imports
🌟 Improvements
3 new languages are available on the platform and in the customer portal
German, French and Finnish were recently added
The address finder in the customer portal has been updated
The address finder now automatically suggests the correct Belgian cities and municipalities
Different currencies can now be configured on the platform
You can change currencies in the organization's control panel
Quickly navigate to all available list pages via the organization map
The overview page in the customer portal got a makeover
Tariff conditions
You can now add conditions to the different types of rate calculations.
For example, tariff conditions can be used to grant a discounted rate to beneficiaries of social tariffs. By using tariff conditions for social tariffs, you no longer need to create two separate products: one without a discount and one with a discount. You can now create a single product and add a social tariff discount as a condition to the price of that product. Tariff conditions can also be used to distinguish between payment methods.
Where can I find the tariff conditions?
To add a condition to a rate, navigate to a product and its associated invoice item(s). Select an invoice item and add a new rate period in the Rates window.
The Add Rate Period window appears. Select the new rate period and click Rate Condition. You'll be prompted to open the Editor.
How do I add a rate condition?
Once you're in the Editor, you can add a rate condition from the options available in the dropdown menu. Once you've selected the correct condition, you can now set a rate for each condition by clicking Add Rate. Save your newly added rate conditions.
The default rate condition is set to Payment Method.
How do I create new conditions?
To create a new rate condition, navigate to the Control Panel and click Custom Entity Properties.
Add a new property
Enter name and description
Select the entity level to which the property applies.
This can be by location, contract, customer or location groupSelect the data type
Select the unit of measurement (if applicable)
Once you save your newly created entity property, it will appear in the rate conditions dropdown menu in the Editor.
How do I add a condition to a current rate?
Navigate to a product and its associated invoice items. Select an invoice item and click More actions in the Rates window, then choose Go to editor.
In the Editor window, expand the rate period and delete the current calculation type. Once the calculation type is deleted, select "Add condition to rate period." Select the appropriate condition and add a rate for each condition. Save your newly added rate conditions.
Contract level files
In our previous release note, we discussed customer files and making them available in the resident portal. We've now also made files available at the contract level.
You can now add files at 3 levels: products, customers and contracts.
Just like customer files, contract files have different levels of visibility:
internal: attachment is only visible to you and other colleagues
show in customer portal: the customer sees this document in the portal
When an attachment is shown in the customer portal, you can check whether the customer has seen it.
The difference between customer and contract files?
One customer can have multiple addresses and therefore multiple contracts.
Previously, if you had a customer with multiple contracts, you had to add all contract-related files to the customer files, making it difficult to track which file belonged to which contract.
Now you can attach all contract-related files to the correct contract. If you go to the Files tab on the customer's details page, you can check which contract the attachment belongs to by checking the "Origin" column.
The Files tab on the customer details page lists all attachments related to this customer. The Origin column clearly shows whether the file is a product, customer, or contract file.