Backend: 2.0.0.67

CRM Solution: 2.0.0.10

New Features:

  • Linked Subscriptions
  • Calculated Subscriptions
  • Tiered Subscriptions - This feature is in BETA and may not work in all scenarios. Known issues exist when syncing Tiered Subscriptions to PSA Systems.

Enhancements:

  • The warning file during provider invoice sync now provides additional details for remediation of the warnings
  • Alternative Name field added to Product Prices allowing custom names for the sync to PSA and Accounting systems
  • Added an additional check to verify that the recon file has data when syncing provider invoices from Microsoft
  • Usage Subscriptions now show the discount field

Bug fixes:

  • Resolved issue where inactive providers were still syncing data
  • Added check to ConnectWise PSA to ensure data consistency if the sync to PSA process fails mid-way through.
  • Fixed issue with invalid invitation codes during the Portal Invite process
  • Cosmetic fixes for text overflow on a few pages
  • Resolved an issue where the daily sync report would indicate that all products have been updated but no changes were made
  • Resolved an issue where Service Type for Azure resources was not syncing as part of the Azure usage import
  • Fix an issue where the ConnectWise connector would display an error message pertaining to API versioning

Watch the Release Webinar - https://www.youtube.com/watch?v=5IGElqLhCnE

Backend: 2.0.22

CRM Solution: 2.0.04

Enhancements:

  • Auto Task PSA integration - support date alignments between Subscriptions and Contracts
  • Pax 8 Integration: Provisioning Failure Message
  • Update to Account form Includes Changes Tab
  • Subscription Pricing includes - Billable Subscriptions filter
  • Azure Charges - Billing Settings on the Provider Configuration
  • Default Pricing Strategy

New Features:

  • T&M Billing
  • Promotions Explorer
  • GDAP Management
  • Renewal Management Status
  • Dashboards for Renewal
  • Auto Create Accounts from Provider
  • Calculated Subscriptions
  • Business Central Integration

Backend - 1.0.0.153

CRM Solution: 1.0.0.46

Fixes:

  • Autotask PSA-Product Sync (Product Price items are created as Products)
  • ConnectWise PSA-Product Sync (Product Price items are created as Products)
  • Quantity Reduction Behavior (QRB) support for quantity changes within window

Enhancements:

  • Add Approval to price change functionality.
  • Modify the Subscription Screen now allows updating of prices
  • One-Time Purchases now uses Pricing Strategy
  • Automatic Pricing updates from the CSP/Product Service
    • And configuration settings to approve pricing intake into the Product Catalot

Release Date: May 30th 2024

  • Configuration setting for Renewal Delay
  • Automatic Pricing Sync into Product Price with Approval.
  • Additional Visibility at Customer for Customer Pricing Strategy, Subscriptions
  • Perpetual Licenses Now Sync as One-time Purchases
📘

Release Date: March 15, 2023

Billing

  • Recurring Contracts
  • Auto Send, Auto Sync

Subscriptions

  • License Subscriptions
  • Azure Subscriptions
  • Usage Subscriptions

Self-Service Portal

  • Manage Licenses - auto renewal
  • Reduce and Increase licenses
  • Provisioning Status aware
  • Transaction Limit