Backend: 3.0.0.110

CRM: 3.0.0.161


Bug Fixes

  • Fixed an issue when a new QBO connector values were not saving properly.
  • Fixed an issue where Pax8 Documentation was not aligned with actual API functionality.
  • Fixed an issue when creating a scheduled report with a date time column is causing a specified cast is not valid Error.
  • Adjusted the markup logic when creating a manual Usage based subscription.
  • Ordering from the product explorer adds purchase type.
  • PV portal Azure Export File is returning no data.
  • Fixed an issue where markup Not being applied after manual invoice import.
  • Fixed an issue with Product Explorer Issue with custom term end dates (Co-term)
  • Fixed an issue with Provider invoice import Culture

Backend Version: 3.0.0.100

CRM Version: 3.0.0.161

Bug Fixes:

  • ConnectWise: Updated invoice logic to display a clearer error message when agreement additions are removed.
  • Fixed a bug where Business central was passing a discount value and Work 365 treated it as a percentage.
  • Fixed an issue where Azure invoices were not using advanced options.
  • Fixed a bug that was including inactive invoices in the Reconciliation Report.
  • Fixed issue where ConnectWise one-time items were missing subscription references.
  • Corrected line descriptions for changelog items in invoices.
  • Fixed an issue that was not automatically adding a description to a tax breakup.

Backend Version: 3.0.0.94

PV Core Solution: 3.0.0.161


Enhancements

  • Portal Provisioning for New Subscriptions. Portal customers will now be able to successfully provision new services purchased on the portal.
    • Please Reach out to Support if you are interested in enabling this feature.

Bug Fixes

  • Fixed an issue where Business Central discount amount calculation when brought into W365 was treating the value as a percent.
  • Fixed an issue where changes could not be made through Work 365 for Pax8 customers.
  • Fixed an issue when searching for a provider account on a subscription due to a script error.
  • Resolved issue where pricing strategy was not being populated on the subscription automatically.
  • Fixed an issue which was causing a maximum of 5000 customer accounts to be displayed in the dropdown list.

Backend Version: 3.0.0.94 PV Core Solution 3.0.0.157

Enhancements

  • Enhanced our "Mark as Paid" feature in the invoice.

    • The button now allows you to create partial or complete transactions against the invoice which will update the invoice balance.
    • Unlocked the payment paid status on the payment transaction.
  • Added the ability to Import invoices for Do Nothing or Manual Providers.

  • Get Tenant specific pricing while creating subscription from Product Explorer for Ingram providers.

  • Added a field in the invoice template to use friendly name on the invoice.

  • Minor enhancements to the Reconciliation page

Bug Fixes

  • Fixed an issue where adding new products from product explorer does not add all billing frequency / terms.
  • Fixed an issue where Default Tax field was not visible.
  • Fixed an issue where having more than 5000 customer accounts prevented searching for some customers on the product explorer.
  • Fixed an issue where Billing offset before/after switch kept flipping back.
  • Fixed an issue where Billing Contract Bulk Update function is updating the Bill Every field to P1M by default.
  • Fixed an issue where Billing Contract Bulk Edit screen is updating the Billing Offset field with default values.
  • Fixed an issue on the portal where Azure plan graph was not showing rollup of usage.

Backend Version: 3.0.0.88

PV Core Solution: 3.0.0.141

Bug Fixes

  • Fixed a bug where one time products should were visible when creating subscription
  • Fixed a bug causing Invoice generation error due to truncation error
  • Fixed a bug where customers were unable to make changes through Work 365 for Pax 8
  • Fixed a bug to set RI commitment end dates correctly to end of day
  • Fixed a bug where QBO Sync timed out if process was longer than 1 hour
  • Fixed a bug where Incorrect Message when deleting a Reconciliation report
  • Fixed a bug where Pricing Strategies that are marked as draft are getting picked up
  • Fixed a bug where the selector for Billing offset was reverting to "after" when leaving the window and reopening it

Backend Version 2.0.0.94
PV Core Solution (No Change)

Enhancements

  • Created a Usage file Mapping Process to simplify the import process.

Bug Fixes

  • Fixed a bug when Subscriptions that fail to get market or segment gets marked as "missing".
  • Fixed an Error when syncing invoices to QBO on PV 2.0.

Backend version 2.0.0.91

CRM: 2.0.0.23 (No changes)

Bug Fixes

  • Fixed an issue where Product Explorer was not working.

Backend version 2.0.0.89

CRM: 2.0.0.23 (No changes)

Bug Fixes

  • Fixed an issue that was impacting Autotask syncing subscriptions properly.

Backend: 2.0.0.87
CRM: 2.0.0.23 (No changes)

Bug Fixes

  • Fixed an issue that was impacting the QuickBooks Connector.

Backend: 2.0.0.87
CRM: 2.0.0.23 (No changes)

Bug fixes:

  • Fixed an issue where Provider Name and Type were not in error message for subscription sync report.
  • Fixed an issue where reconsent was required with QuickBooks Connector.
  • Fixed an issue with automatic invoice generation which was causing an error.