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In der Leap UI werden bei vorhandenem Firmennamen nun auch Vor- und Nachname angezeigt, passend zum Verhalten der klassischen UI.
With this release, we have addressed a user interface inconsistency on the Customers, Invoices, and Credit Notes Index page. In Leap UI, when a company name is present, the first name and last name details will now be displayed, aligning with the behavior in the classic UI.
Die fehlenden Filter „Override Relationship“ und „Payment Terms“ auf den Index-Seiten für Abos, Rechnungen und Gutschriften wurden ergänzt, und der Filter „Override Relationship“ liefert keine abweichenden Datensätze mehr.
The following are the fixes:
We've addressed the absence of the "Override Relationship" and "Payment Terms" filters on the Subscriptions, Invoices, or Credit Notes Index page.
When the "Override Relationship" filter is set to \ and , it displayed two different sets of records. This issue is fixed.
Auf der Plans-Indexseite in der Leap UI gibt es jetzt die Option Hosted Page (View / Grab code).
With this release, We have introduced Hosted Page (View / Grab code) option on the plans index page in Leap UI.
Bei Bildschirmen mit einer Auflösung über 900px ist die Sidebar fixiert, darunter bleibt sie scrollbar.
With this release, for screens with a resolution higher than 900px, the sidebar is fixed. The sidebar will retain its scrolling functionality, ensuring compatibility across various display setups for resolutions below this threshold.
Bei der Massenkündigung von Abonnements mit Vertragslaufzeit lässt sich der Kündigungszeitpunkt nun anpassen.
Introducing the ability to customize cancellation timing for subscriptions in a contract term when using bulk actions to cancel subscriptions. This feature provides more control over managing contract-based subscriptions.
Bestimmte Zeichen wie Prozent, Semikolon, Backslash und Slash sind in Kunden- und Abo-IDs eingeschränkt, Leerzeichen werden automatisch durch Bindestriche ersetzt und ein Tooltip erklärt die Einschränkungen.
In this release, we have enhanced the security and stability of our system by restricting certain characters in Customer and Subscription IDs.
Improvements:
Auto-Hyphenation: To prevent issues arising from spaces in IDs, we now automatically insert hyphens when spaces are entered during ID creation.
Tooltip Information: A tooltip has been incorporated alongside the ID field, providing clear explanations about the restricted characters.
Please review the changes below to ensure a seamless experience:
Restricted Characters:
*Percentage * - Usage will result in API error 500.
Space - Usage will result in API error 404.
*Semicolon * - Usage will result in API error 500.
*Back Slash * - Usage will result in API error 400.
*Forward Slash * - Usage will lead to a complete site break with the "The page isn't working" message.
Beim Erfassen einer Teilzahlung und beim Erstellen einer Gutschrift zu einer Rechnung in CLP-Währung auftretende Fehler wurden behoben.
The following issue was fixed with this release:
Different errors were found to occur while trying to record a partial payment for an invoice and while trying to create a credit note against the invoice for CLP currency.
Im Contact Import können Kontakte jetzt zusätzlich per Customer ID gelöscht werden, sodass nicht mehr alle Kunden mit derselben E-Mail betroffen sind.
Currently, in Contact Import, deleting contacts is only supported via email or phone. This creates an issue for cases in which multiple customers have the same email. If the email of one customer is deleted or changed at the source, the current contact import deletes contacts of all customers having the same email. With this release, we have added support for deletion by Customer ID in Contact Import.
Das Account Statement enthält jetzt zusätzlich Gutschrift- und Belastungsbeträge, Anfangs- und Endsalden sowie laufende Salden.
With this release, we have added new fields - credit and debit amounts, opening and closing balances, and running balances to the Account Statement.
Der Payment-Risk-Algorithmus berücksichtigt nun den Invoice-Ageing-Bucket als Parameter, um das Zahlungsrisiko genauer am Zahlungsverhalten der Kunden zu bemessen.
With this release, we have added the Invoice Ageing bucket as a parameter to the Payment Risk algorithm to determine the payment risk more efficiently to reflect the tendency of payments for a customer. This addition makes the risk further tightened to reflect the near-perfect payment behaviour of customers.
Bestehende Reminders werden in eigenständige Follow-up-Zyklen umgewandelt, wodurch verschachtelte Reminders entfallen und ein einstufiger Workflow auf Zyklusebene entsteht.
With this release, we will convert the existing reminders into separate follow-up cycles, retaining & refining the existing workflow. This intends to create a single-level (cycle-level) engagement workflow by removing nested reminders.
Die Customer View bietet die neuen Quick Filters „First Payment Failure“ und „Card Updated After Retries“.
With this release, we have added two new quick filters to the Customer View:
First Payment Failure - This represents customers who have had their first payment failure
Card Updated After Retries - This represents the set of customers who updated their cards after retries and require assistance in attempting their payments again.
Quick Filters sind nun für einfacheren Zugriff in die Kategorien Custom, Actionable und Operational Quick Filters gegliedert.
With this release, we have categorized the Quick Filters into new categories for easier access. The categories are - Custom Quick Filters, Actionable Quick Filters, and Operational Quick Filters.
Tags können jetzt mehreren Kunden oder Rechnungen gleichzeitig zugewiesen werden.
With this release, we have added support for assigning tags to multiple customers or invoices at once.
Werden für denselben Quick Filter zwei Werte gewählt, verknüpft Chargebee sie nun mit AND statt wie zuvor automatisch mit OR.
Earlier, if two values for the same Quick Filter were selected, an OR operator was added between them automatically. With this release, we have fixed that to add an AND operator between the filters.
Das React Native SDK enthält jetzt eine Funktion zum Abrufen der Entitlements einer Subscription.
With this feature release of our React Native SDK, we have introduced the retrieve subscription entitlements function - . Learn more.
In den Xero Sync Rules wurde ein Anzeigeproblem behoben, bei dem das Xero Account Mapping die Kontenliste in der Oberfläche nicht darstellte.
We are pleased to announce the latest update to our Xero Sync Rules feature, aimed at enhancing your experience with seamless synchronization of payment data. However, we would like to bring to your attention a specific display issue that has been identified and addressed in this release.
Der RevRec-Link in der linken Navigationsleiste von Revenue Story wurde überarbeitet, um die Navigation zum Revenue-Recognition-Reporting zu verbessern.
We are excited to announce an important update in Revenue Story that improves the navigation experience for Revenue Recognition reporting. In response to valuable feedback from our users, we have made significant changes to the RevRec link located in the left navigation bar.
Die neuen Quick-View-Berichte im RevRec-Bereich bieten eine effizientere Analyse, während die bisherigen RevRec-Berichte in den Accounting Reports eingestellt werden.
In this release, we are thrilled to introduce the new and enhanced [Quick View](https://www.chargebee.com/docs/revrec/revrec-reporting-new.html#what-are-the-main-differences-between-revrec-quick-view-reports-and-the-revenue-recognition-reports-in-revenuestory-and-classic-reports) reports in the RevRec section, which offers a more efficient and insightful revenue recognition analysis. As part of this improvement, we will be discontinuing the use of the existing RevRec reports in the Accounting Reports section.
Das Paket ermöglicht unter anderem das Pausieren und Fortsetzen von Subscriptions, mehrere Price Books, erweiterte Kündigungsoptionen mit Reason Code sowie Salesforce-Flow-Unterstützung für Kündigungen und Änderungen.
The following enhancements were released with this release:
Pause Subscriptions: Introducing the Pause/Resume Subscription button on a CB Subscription page in Salesforce, allowing you to pause subscriptions. You have the flexibility to choose between Immediate pausing, End of the term, Specified date for pausing
Resume Subscriptions: With the Pause/Resume Subscription button, you can easily resume paused subscriptions. Choose to resume immediately or specify a date for resuming.
Multiple Price Books Support: For users dealing with multiple price books, now you can create entries for products in your preferred price book. Select the price book on the opportunity to ensure correct product additions.
Subscription Cancellation Enhancements: Updates to subscription cancellations for more control over termination. Schedule Chargebee subscription termination at the end of its term or on a specific date. Provide a cancellation reason code for better tracking and analysis.
Salesforce Flow Updates: Salesforce Flows have been enhanced to support cancel subscriptions and change subscription actions. Improved integration capabilities for seamless subscription management. …