RELEASE 3.5 – DEC 2012
GENERAL:
Data Deletion:
§ Data deletion is complete for 2012
§ In January 2013, we will be deleting:
o All 2005 non-operated/inbound data
o All 2005 operated/outbound data sent to registered partners/owners
o All 2008 operated/outbound data sent to unregistered partners/owners
§ The exception to this is for clients that have turned on our “Extended Data Retention” service, for more information about this service, please contact the JIBLink support desk at or 1-888-573-3364
Company Name & Address Information:
§ Prior to this release, invoices sent to unregistered partners displayed the name and address from the Operator’s system whereas invoices sent to registered partners displayed the current name and address for the partner within the JIBLink Website
§ We have now changed invoices for registered partners to work the same as those sent to unregistered partners:
o All invoice screens & PDFs will now display the name & address information that came from the Operator’s system in order for JIBLink to always represent a true paper copy
o If the current name for a company in JIBLink is different than the name from the Operator’s system, then a hover indicator () will appear next to the name and display the current JIBLink name so that users can see any differences
§ Clicking on a Partner/Operator’s name in JIBLink or viewing the details of a company from Xref Admin > BA Xrefs will provide a new “View history” hyperlink that users can click to track all name and address changes for a particular Partner/Operator
§ Searches by name in JIBLink will work on both the Operator provided name and the current JIBLink name
Company / User Information:
§ All phone and fax numbers will now allow up to 30 characters and will accept numbers and the following: + ( ) - . x #
§ The “Country” selection has been moved above State/Province so that the State/Province list will change accordingly based on the Country selected
Login:
§ The “Forgot your Password?” hyperlink on the Home Page has been changed to “Forgot your Password or User ID?” so that users may retrieve forgotten IDs in addition to passwords
§ For enhanced security, the “Forgot your Password” feature has the following changes:
o Users are now prompted to enter their User ID and a 5 digit security number displayed on screen (called a “CAPTCHA” test) when resetting passwords
o Rather than the system emailing a temporary password to the email address associated with the User ID, users will now receive an email containing a hyperlink to change their password. The hyperlink will expire after 24 hours or once it is used
§ The new “Forgot your User ID” feature will email forgotten User IDs to the email address associated with the User ID. This feature will prompt users to enter both their email address and a 5 digit security number displayed on screen (called a “CAPTCHA” test)
§ When entering User IDs and/or email addresses to retrieve information, there will be no indication whether the User IDs and/or email addresses being used are valid JIBLink IDs and/or emails in order to prevent unauthorized users from obtaining information that could be used maliciously
§ In addition to JIBLink passwords being between 8 and 20 characters, not containing your User ID and needing at least 1 alpha and 1 numeric/special character, we have also added a validation to ensure that easily guessed passwords are not used
Message Bars:
§ JIBLink currently displays important information in a yellow message bar that appears at the top of the screen
§ These message bars have now been color coded as follows:
o Green = successful (for example, “The report has been queued for creation. Check the File Manager for the finished file.”)
o Blue = information only (for example, “Speed this search up in the future by specifying a smaller date range.”)
o Orange = warning (for example, “Are you sure you want to delete this account?”)
o Red = failed / unsuccessful (for example, “The ‘From’ date cannot occur after the ‘To’ date.”)
FULL SERVICE PARTNERS (FSP):
Inbound & Outbound
Invoice Screen:
§ Every Invoice will now display the “Internal Contact” within your company currently assigned to that Operator/Partner
§ The contact name is a hyperlink which will allow clients to view and edit their contact setup directly from the invoice screen if needed
o Note: only users with the “BA Xrefs” security role can edit contact setup
Inbound Only
Inbound Search Screen:
§ The “Received Date” of every invoice/statement was added to the Inbound Invoice Search screen underneath the Operator Accounting Month
§ The “Operator Acct Month” column was renamed “Op Acct Month / Received Date” and users may click on the words “Received Date” to sort their invoices/statements by the date they were received (click once for ascending order and twice for descending order)
Inbound BA Xrefs:
§ Inbound BA Xrefs can no longer be deleted, they can now only be “Deactivated” or “Activated”
§ A drop down search for “All, Active Only or Inactive Only” has been added to the “Inbound BA Xrefs” screen
§ Any Inbound BAs deleted in the past have been brought back as Inactive, this will allow users to specify contacts for inactive BAs which will allow correspondence to be sent to the proper contact rather than only to the default contact in the Org Master
Property Cross-Referencing:
§ There is a new design for coding of inbound/non-operated cost centers (CCs) and AFEs
§ Over the past 12 years, we added many workarounds to JIBLink to handle various CC and AFE coding requirements, such as typing ZNULL for an AFE when the Operator sends both an AFE and CC and the Partner wants to book the charges to the CC only
§ The new design has been implemented to make coding more intuitive and user friendly and to improve reporting and searching
§ Please note that, while > 99% of client data has been converted to the new design, some unique property cross-references could not be converted (e.g. dual coding for the same property) and have been changed to “Xref Errors” (missing cross-references) to avoid representing coding incorrectly
o For such cases, clients can click the “View History” hyperlink on the new screens to display previous coding or contact the JIBLink support desk for further assistance
§ A new “Inbound Property Xref Overrides” screen has been added to Xref Admin for review / editing of property overrides on repeated AFEs or CCs
o Note: only users with the “Inbound Property Xrefs” security role will have access to this screen
§ Please see the separate document titled “Release 3_5 - Changes to Inbound Property Coding” for images of new screens and sample coding scenarios
Revenue Statement Excel Report:
§ There is a new “Revenue Statement XLS” available in “Accepted View” of every Revenue Statement
§ This report is an optional screen excel report that costs $2 plus $1 per 1000 rows in excel and requires the “Screen Excel Reports” security role
§ Because this report also provides coding prior to creating the voucher, it will trigger the billing from Red Dog Systems. Please note that you will not be billed again when the voucher is created.
Revenue “Print DOIs” Excel Report:
§ A “Print DOIs” excel report has been added to the Revenue Reports drop down under “Free Reports”
§ This report will show all Owner Percentages and Distribution Percentages as sent from the Operator down to the account level
Outbound Only
Outbound Search Screen:
§ The “Sent Date” of every invoice/statement was added to the Outbound Invoice Search screen underneath the Accounting Month
§ The “Acct Month” column was renamed “Acct Month / Sent Date” and users may click on the words “Sent Date” to sort their invoices/statements by the date they were sent (click once for ascending order and twice for descending order)
Outbound BA Xrefs:
§ Outbound BA Xrefs can no longer be deleted, they can now only be “Deactivated” or “Activated”
§ A drop down search for “All, Active Only or Inactive Only” has been added to the “Outbound BA Xrefs” screen
§ Any Outbound BAs deleted in the past have been brought back as Inactive, this will allow users to specify contacts for inactive BAs which will allow correspondence to be sent to the proper contact rather than only to the default contact in the Org Master
§ This new design for Active and Inactive BAs will also allow for better handling of data conversions from acquisitions, for example, both companies can now have the same BA Code and different contacts can be specified (only the code for the purchasing company will be active)
Outbound Open Disputes Excel Report:
§ This report can now be run by Dispute Status categories of AR, Internal or Partner
§ Clients utilizing Dispute Statuses can therefore generate a report for all open disputes with their AR group, all open disputes with other internal departments or all open disputes for which they are waiting on the partner
Remittance Information for JIB Payment:
§ A new optional “Remit Wire / ACH Payment” section has been added to the JIBLink Org Master for JIB Organizations
§ Operators can input their remittance information for ACH or wire transfer transactions by entering the “View Master Details” screen for any internal organization
§ Once added, this information will then print on the PDF summary page for all JIBs sent from that organization
CDEX for Revenue/Royalty
In addition to allowing Owners (Non-Operators) to download Revenue/Royalty data received in CDEX format, JIBLink now allows Operators to send Revenue files in CDEX format via the JIBLink Website:
Outbound/Operated:
§ Free service to sendCDEX files
§ Provides continuity to Working Interest Owners
§ Check detail andCDEX filesviewable online
Inbound/Non-Operated:
§ Owner receivesCDEX file for processing and an excel file for data review
§ Cost certainty for owners:
o $1 per property for downloaded statements
o JIBLink does not charge based on detail
§ Option for owner to be setup onJIBLink for auto transmission
o JIBLink manages FTP and IP addresses
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