March 2025

The following additions and updates were made to the Gotransverse user guide in March 2025:

Customer Billing Application

• Edit Billing Account— New information about Responsible/Managed accounts that can use the Invoice Rendering Type.

• Responsible and Managed Accounts— New information about Invoice Rendering Type.

Accounts Application

• Pending Charges Details— New note about finding the accurate balance for pending is in Customer Billing.

• Recalculate Pending Charges— New note about finding the accurate balance for pending is in Customer Billing.

Admin Application

• Currency Conversion Processors — Updated to include both Oanda and Currency Essentials (TRACT Currency Service).

• Add Oanda Currency Conversion Processor— Updated to focus on Oanda.

• Add Currency Essentials Currency Exchange Rate Processor — New.

• Edit Currency Essentials Currency Exchange Rate Processor— New.

• Edit Oanda Currency Conversion Processor— Updated to focus on Oanda.

• Test Currency Essentials Exchange Rate Processor Connection— New.

• Test Oanda Currency Conversion Processor Connection— Updated to focus on Oanda.

• Delete Currency Essentials Currency Exchange Rate Processor— New.

• Delete Oanda Currency Conversion Processor— Updated to focus on Oanda.

Receivables Application

• Global Errant Allocation Events— Additional information about this section and the action that can be taken.

Knowledge Base Articles

• GL 3.0 Reports — Additional information about the reports.

• Account System Settings — Updates and additions.

• Payment System Settings — Updates and additions.

• GT-Connector updated with new topics in the Configuration section:

  • Mappings

  • Run Time Filters

  • Aggregation Keys

  • Source Filters

  • Line Numbers

  • Batch Configuration