BMS (v5.42.0) - 8 Feb 2025

New features

Cooper Copilot: Responding language to be the same as input language

Cooper Copilot can now respond to you in the same input language that you use in tickets.

  • Language used in the input is automatically detected.

  • Response provided by smart features (Smart Ticket Summary, Smart Writing Assistant, and Smart Resolution Summary) is according to the detected language.

  • For Smart Writing Assistant, the language of input is taken as priority.

  • If the tenant instance is set to a different language, the language of ticket input is considered.

For more information, see Cooper Copilot.

Billing Automation:

Two new action types

The Billing Automation process is now enhanced with two new action types (Finance > Billing Automation > New > Action Type dropdown) which are listed below:

  • The new Create Invoices from Ready-to-Bill Items dropdown item automatically generates invoices from previously posted line items regardless how items were posted earlier.

  • The new Generate Invoice PDFs dropdown item automatically generates PDFs of already created invoices.

Renamed action types

This is in addition to the existing action types which are renamed as follows for intuitiveness and user-friendliness:

Existing Action Type Renamed Action Type
Post > Billing Post Line Items for Invoice Creation
Post > Billing > Invoices Post Line Items and Generate Invoices
Generate Invoice PDF Complete Billing: Post, Create Invoice and Generate PDF

For more information, see Billing Automation: The process.

Enhancements

Recurring Services

Once a Post All job is running, the Post All and Post buttons will be disabled. This prevents creating invoices having duplicate line items.

Security

A password containing username or email will be rejected henceforth.

Fixes

Projects Fixed: The page froze over when user tried to add a child to a task in Multiple Project Gantt.
Outbound Email Fixed: The Date filter in Admin > Logs > Outbound Email did not show all results for the selected criteria.
Ticket Fixed: Creating a hardware asset while processing a ticket charge did not work in New View of Tickets.
Ticket Fixed: The filter for batch updating ticket assignees was not working. The results from filtering the assignee dropdown on the ticket edit page differ from those when filtering the assignee dropdown during batch updates from the listing.
Contracts Fixed: When user created a recurring services contract with a quarterly billing cycle based on contract dates, the generated periods were wrong.
Ticket (New View) Fixed: When user opened an existing ticket where Issue Type and Sub-Issue Type were not selected, there was no asterisk (*) displayed next to these items.
Ticket (New View) Fixed: When adding a service call under Tickets, ticket Service Call email templates were not sorted by name.
Revenue Intelligence Dashboard (CRM Dashboard) Fixed: The URL for Learn More button in Pipeline Manger was pointing to a dead page.
Expenses Fixed: When posting expenses that were not per unit through the Post All button, the quantity posted was the same as the amount resulting in a wrong expense amount when the invoice was generated.
Client Portal Fixed: A normal user could not edit tickets created through Client Portal if Issue Type and/or Sub Issue Type were not selected.
Client Portal Fixed: Clicking the New ticket button triggered a white screen in Client Portal.
API v2 Fixed: API v2 Put Hardware Asset was not updating the contract.
Outbound Email Fixed: The Enable OAuth 2.0 radio button remained enabled even when Use Custom SMTP was set to No.
Ticket Configuration Fixed: Ticket Type field was added to the new Ticket Configuration page as it was previously in the old Service Desk tab inside the Company Settings page.
Ticket Configuration Fixed: The timer did not start automatically after filling in the required fields Issue Type and Sub-Issue Type in the Ticket Configuration page.