# August 2022

Chargebee product updates released in August 2022.

Source: https://release-notes.chargebee.com/august-2022

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Goal Enhancements

  When we set a goal with a percentage, we are unable to find the line graph for the created goal.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Product and subscription history data sources

  Customers are able to join Product and subscription history data sources and analyze historical MRR by Plan
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Visual Reports Updates

  Visual reports are not enabled for all existing test sites including new trial signups.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Report builder bug fixes

  The invoices that are actually present in the report were not found in the downloaded export but this issue is fixed with this release.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Subscription Fixes

  This release includes the following enhancements and fixes:

  A banner is now displayed for customers who have migrated to Leap UI from Classic UI, which provides an option to revert back to Classic UI and provide their feedback. However, the following pages will not revert to Classic UI. This includes Orders, Quotes, Transactions, Email Logs, and Events.

  Quotes were not updated with the latest price when edits were made to the one-time charge. This is now fixed!

  The change to the subscription did not result in an MRR update.

  An error was identified with the contract end date being displayed erroneously when multi-decimal support is enabled on your Chargebee site.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Notifications"]}>
  ## Contract Renewal Reminder

  We have introduced a new reminder notification called Contract renewal reminder for merchants when a customer's contract renews for a new term.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Salesforce"]}>
  ## Salesforce CRM Integration Package v1.52.1

  The following issues are resolved in this release.

  An error message appears when the user attempts to validate the Payment & Shipping information step when adding an item to a subscription through the change subscription operation in Salesforce.

  During sales-driven workflows, when a mandatory addon is attached to a plan, the user was unable to modify the quantity of the plan.

  An additional section appears even if the sync rule for Opportunity states that nothing should be done.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Xero/NetSuite CRI

  We have fixed the null pointer exception received during the initial sync of Xero with this release.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM HubSpot"]}>
  ## HubSpot Quote-to-Cash Enhancements

  The following features have been introduced for HubSpot Quote-to-Cash integration.

  Contract terms renewal - You can now create subscriptions with contract terms out of HubSpot deals.

  Configure e-invoices for customers who are authorized to receive them while creating subscriptions automatically and Via UI.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Tiered Add-on Price Mismatch

  It was identified that any changes or discounts made to the tiered addons on a quote do not reflect while the customer accepts the quote and uses checkout to complete the purchase. This is now fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Entitlements"]}>
  ## Features Index Page Runs on a Loop

  When the site contains exactly 25 features, if we scroll down on the Feature Index page it shows an indefinite loop of the same twenty-five features. This is fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Entitlements"]}>
  ## Inherited Entitlement not Displayed

  On the Subscription Mapping page, when an overridden feature is removed from a subscription, the corresponding inherited record(if present) was not displayed in the right pane of the mapping page. This is fixed!
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce CRM Integration Package v1.52

  The following features have been introduced in this release.

  You can configure e-invoices for customers who are authorized to receive them when creating or updating Chargebee customers in Salesforce.

  You can now grant access to users who are part of a Salesforce public group like system administrators or sales managers to view and modify fields while they create subscriptions. When a user belongs to multiple groups with different permissions, the system assigns that user the highest permission across all groups.

  Utilizing the Generate Checkout URL button while creating subscriptions, you can now seamlessly retrieve checkout links and use them in your sales workflows.

  While configuring sync rules for plans and addons, you can now use custom fields on the Salesforce product to match with Chargebee items.

  You can now schedule the Chargebee Salesforce integration to auto-sync Chargebee customers, subscriptions, invoices, and more records every 10 minutes.

  While creating subscriptions from opportunities, customers can now pay via their bank account while using the checkout link to complete their purchases.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce CRM Integration Package v1.52

  The following features have been introduced in this release.

  The integration now allows sales users to modify an existing quote.

  You can now create/change subscriptions from an opportunity for 'future' state subscriptions as well.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Xero/NetSuite CRI

  Xero Invoice sync discrepancy in failure sync is fixed with this release.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Order-related data sources

  New Order-related data sources and fields are now available within Report Builder to help customers build custom reports.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Subscriptions"]}>
  ## User Experience Improvements

  This release includes the following user interface enhancements:

  On the Customer Index Page, the active subscriptions will display first and implement the following sorting order

  Active subscriptions are charged based on the plan, add-ons, and billing period.

  Future Subscriptions that are yet to go into trial or active state on the specified date in the future.

  In Trial Active subscriptions that are in trial mode.

  Non Renewing Subscriptions that are scheduled to cancel and will no longer renew.

  Canceled Inactive subscriptions that will no longer renew.

  Customers can now create plans based on the currencies that are configured on their Chargebee site. This will help minimize errors associated with incorrect selection and improve user experience.

  We have introduced a new tag to identify subscriptions that are Non-Renewing to differentiate them from subscriptions that are in Cancelled status.
</Update>

<Update tags={["NEW FEATURE"]} topics={["User Experience"]}>
  ## UTF-8 Support

  We now support UTF-8 (UCS Transformation Format ) characters for email fields in the Chargebee application.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Entitlements"]}>
  ## Updated the Landing Page

  For better understanding, we have updated the descriptions on the Entitlements Landing page. We have also added hyperlinks to the [Implementation Guide](https://www.chargebee.com/tutorials/checking-subscription-entitlements.html) , [API Reference](https://apidocs.chargebee.com/docs/api) , and [Chargebee Help Docs](https://www.chargebee.com/docs/2.0/product-catalog.html) to help navigate entitlements with ease.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Subscription Fixes

  This release includes the following fixes:

  Any change associated with a plan would directly impact all coupons that were applied to the plan and add-ons too, even though the change was supposed to apply to the plan only.

  We identified that the billing cycles were not included as part of the retrieve subscription with scheduled changes.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Accounting Integration"]}>
  ## QuickBooks CRI

  We have fixed the issue with merchants receiving a null-key error when they have not provided the state field in the billing or shipping address.
</Update>