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iLab Release Notes – May 4, 2024

Summary

This release delivers a comprehensive upgrade to the iLab billing module, prioritizing user experience enhancements, workflow optimizations, and performance improvements.

Key Updates

• Billing Event Creation Workflow 
  
  
  • Predefined Parameters: Start billing events quickly with pre-filled parameters (end date, event name, charge types, invoice grouping). Customize as needed before creation. 
    
     
    Example of pre-filled parameters to streamline billing event creation. 
     
  • Optional Charge Review: The "Review Charges" button offers pre-event review for users who prefer to verify charges before proceeding.
  • Real-time Charge Loading & Editing: Charges load dynamically, and a real-time counter provides visibility into the process. Users can edit charges as they load, eliminating workflow pauses. 
    
     
    Example of the real-time loading charges progress counter. 
     
  • Progress Bar: A progress bar on the "Billing" tab offers transparent tracking of billing event creation. 
    
     
    See your billing event progress directly in the Billing tab. 
     
• User Interface Enhancements 
  
  
  • Semantic UI Integration: Updated interface design for improved usability and a cleaner look.
  • Optimized Layout: Page layout revisions enhance navigation.
  • Terminology Updates: Updated field labels for clarity (e.g., "End Date" to "Include Charges Up To"). 
     
• Centralized Billing / Institution Billing 
  
  
  • Bulk Action Modals: Bulk actions for revalidating billing files, creating files and invoices, marking files as sent, and merging drafts have been updated with Semantic UI, progress bars, and success indicators. 
     
• Backend Performance Improvements 
  
  
  • Billing Revalidation: Code optimizations in the billing revalidation process offer efficiency gains. Users processing large datasets will see the most significant time savings.

Availability & Resources

These updates are live for all iLab users. Refer to the following resources for detailed instructions and support:

• Creating a Billing Event Article article.
• Ask a question in the Forum

Feedback

We value your input! Please share your experience with the upgraded billing module to help us shape future improvements.