Sunwave 7.5.1

Owned by Caroline Collins
Aug 31, 2023
2 min read

Date

August 30, 2023

Issues

8 issues

 

Table of Contents

Release Highlights

Add Option to Include No Adjustments in Financial Segmentation

What's New: We've enriched the List of Values under Financials > Chart of Accounts by introducing a "None" option in the Adjustment Types, ensuring a more intuitive user experience.

Why It Matters: Previously, leaving the Adjustment Type empty would default to selecting all types, which could lead to confusion or unintended results. By choosing "None," you can now clearly indicate that no specific adjustment type is to be applied.

Who It's For: This update is crafted for financial users.

How to Use This Update:

  1. Head over to Financials > Chart of Accounts.

  2. Pick an Account.

  3. Scroll to Segmentation Rules and find Adjustments.

  4. In the dropdown or selection menu for types, you'll spot the new "None" option. Opt for it when you wish not to apply any specific adjustment.

  5. Click Update to save.

Special Note:
Can't spot the Adjustments section? Upon initial Financials setup in your realm they were not included. If that's the case, and you would like to include Adjustments, reach out for assistance.

All Tickets in Release

  • SUN-2973 - Add Discharge Date as a reportable field to Ad-hoc Report

  • SUN-2948 - Financials - Reversals of a Transaction Need to Stay on Same Column (Debit/Credit)

  • SUN-2947 - Financials - Contractual Adjustments are not showing for Claims or Service Orders

  • SUN-2945 - When posting from ERA, all Collection Status's are moving to ”Closed”

  • SUN-2942 - Reporting errors on claims made in the 3rd period or later

  • SUN-2939 - Do Not Re-Admit doesn't save in a Child Realm

  • SUN-2931 - Duplicate Adjustments In the Financials CSV Export

  • SUN-2866 - Financials - Segmentation - Need to be able to add “None” on Adjustment Types