Contents

SU 4

SU 4 introduced the following changes and enhancements to Latitude 12.0:

Account search

Added International Phone Number search criteria to the Simple tab in the Search Accounts panel and to the quick search feature. For more information, see Search for an Account and Quick Search Codes.

Credit bureau reporting

Added Evaluate Account option on the Summary tab of the CB Reporting panel to evaluate an account for reporting to the credit bureaus. For more information, see Evaluate an Account for Credit Reporting.

Direct debits

Added Direct Debit tab in the Payment Instrument dialog box for adding a direct debit account when proposing payment arrangements. For more information, see Add a Direct Debit Account.

Letters

Added the Select Accounts dialog box for selecting multiple linked accounts for which to request a letter. For more information, see Select Accounts.

Payment arrangements

Added Surcharge Amount, Surcharge Total, and Gross Total to the Payment Negotiator card. For more information, see Propose a Payment Arrangement.
Added Total Surcharges and Surcharge to the Scheduled Payments card. For more information, see Propose a Payment Arrangement.

Permissions

Added Allow Manual Evaluation permission for evaluating accounts manually for credit bureau reporting purposes.
Added Create Extra Data permission for specifying whether users can add custom data.
Added Direct Debit permission for specifying the threshold for scheduling first and subsequent Direct Debit payments.
Added Direct Debit Client Representment Rules permission for configuring payment representment rules.
Added Linked Letters permission for selecting linked accounts to include in letters that can include linked accounts.
Added Intl Phone (International Phone) to the available search options in the Search permission.
Added Update Extra Data permission for specifying whether users can modify custom data.

Removed Surcharge Percent policy from the User Policy (scheduled payments) permission for scheduled payments.
Added "Allow user to suppress surcharge assessment on new arrangements" policy to the User Policy (scheduled payments) permission for scheduled payments.

System codes

Removed ability to modify or delete client comments from the Comments tab in the Client dialog box. For more information about adding a comment, see Add a Client Comment.
Removed Surcharge % and Calc Surcharge From Gross from the Payment Method dialog box. For more information about payment methods, see Payment Methods.
Removed Surcharge Type system code. For more information about system codes, see System Codes and Settings.
Removed Next Payment Batch from the Settings tab on the System Configuration panel. For more information about system settings, see Maintain System Settings.