Backend Version: 3.0.0.94 PV Core Solution 3.0.0.156

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.

Backend: 2.0.0.86

CRM Solution: 2.0.0.23

Enhancements:

• Currency conversion to show the tenants currency icon on the Dashboard

Bug fixes:

• In App help has been fixed to offer support
• Fixed an issue where the QuickBooks Connector was not working as expected
• Fixed an issue where subscription sync would create a duplicate subscription when there is an upgraded subscription on provider but inactive subscription in the tenant.
• Fixed an issue in the GCC connector where consent process was not working.

Backend: 2.0.0.86

CRM Solution: 2.0.0.22

Enhancements:

• Dropped "Discount Amount" field and add "Total Tax" field on invoice.

Bug fixes:

• Fixed an issue where bulk update was leading to an unexpected error.
• Fixed an issue where connectwise invoices tab was not loading.

Backend: 2.0.0.81

CRM Solution: 2.0.0.22

Enhancements:

• Changes tab on account page has been reevaluated to remove redundant information.

Bug fixes:

• Fixed an issue where images on Subscription sub grid for Billing Contract did not populate.
• Fixed an issue where One Time Purchase subscription creation was not creating Sync to PSA job.
• Fixed an issue that would prompt a save even when no changes were made.
• Fixed a bug where MPC consent link not copying to clipboard.
• Patched an issue caused by a ConnectWise Defect.
• Issues with Partner center syncing have been patched users will need to ensure proper unit group configuration setup.
  • Go-to Advance Settings -> Product Catalog -> Unit Groups -> Subscriptions / Subscription / Subscription revenue unit group. Verify all units that are mapped in the unit configuration has a billing frequency selected and the billing frequency is correct.