# December 2022

Chargebee product updates released in December 2022.

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

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Merchant Level Language Settings

  Locale preferences have been introduced on the Company profile page under Settings for managing merchant-level locale settings. This provision will help the merchant manage the multi-language settings for the portal.
</Update>

<Update tags={["NEW FEATURE"]} topics={["RevRec"]}>
  ## Introducing Monthly Trend/Reasonableness Report

  The Monthly Trend and Reasonableness report helps you better understand the monthly changes in key revenue metrics, and gives you the ability to identify and attribute the main changes to the specific sale orders for a period, listed under the 'Control and Validation' section. By default, the report shows monthly summary results for four key revenue metrics: revenue, unearned revenue balance, billing and new booking, along with the respective monthly change in dollar and percentage terms. You can open a detailed report that shows the sales order level information that also allows you to to filter the sales orders based on the change threshold to gain insight on the orders that have caused the most changes.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Download Credit Note

  With this release, customers will be able to download the credit notes from the client portal same as invoices.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Auto-Close Cases

  With this release, users can filter the report based on the 'Auto-Close' stage name using the 'Case-Stage' field in the 'Case Master' report. Also, the activity trail now captures all auto-close emails sent to the merchant users in the activity log.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Contract Term

  We've added the following improvements:

  For conversion population, RevRec ETL will now capture all invoices associated with the active subscriptions instead of just active invoices at the time of conversion.

  Added support for discount recognition for one-time charge and ad hoc products added on day 2 to subscriptions.

  Fixed the issue related to future service start dates in subscription that impacted revenue proration for those periods.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Redesigned Top Stats

  We have modified the top stats on the landing page and the Receivables dashboard with the following changes:

  Two new options - **Overall Stats** and **Payment Stats** have been added under **Know Your Numbers** to allow the customer to choose which set of data they want to view.

  Added relevant tooltips for both the options available on hover.

  The intent is to provide enough clarity in terms of the different sets of numbers we are displaying.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Dashboard Enhancement

  Each metric now shows the changes from prior month both in dollar and percentage, to allow for quick understanding of your revenue results. The change metrics are also added in the monthly close email notifications.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Language Selector Toggle Button

  The following change need to be done in the locale settings in the company profile.

  **Allow customers to change the locale**: It is a toggle button that is disabled by default:

  **When disabled:** The customer should see a language selector in the client portal with only two options - English and the customer locale.

  - By default, the language selector value should be the customer's locale preference and the client portal should be displayed in the same language.
  - If the customer locale is English, then the language selector will not appear.

  **When enabled:** Customers will see a language selector in the client portal with English and all other merchant-preferred languages as the options.
  By default, the language selector value should be the customer's locale preference and the client portal should be displayed in the same language.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## RevRec Improvements

  We've added the following improvements:

  Further performance and scalability enhancements for large volume data processing.

  Fixed several issues related to the user export function related to multi-currency and adjustments.

  Automated UI regression test for customer, product, and admin pages.

  Minor bug and issue fixes.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Impacts of Language Selection on Client Portal Translations

  If the customer locale is selected, all the labels and buttons in the client portal are translated into the customer's preferred language.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Multi-Site Integration

  With this release, multiple Chargebee sites of the merchants can be integrated into a single Receivables account. For example, A Google merchant has 2 sites: Google India & Google US. With this integration, the data from both sites can be synced into a single Receivables account with Site Name or Business Unit (BU) as an identifier at the Customer and Invoice levels.

  This release contains the following new changes:

  Site name (custom field) column & filter has been added to the Customer View.

  BU = Site Name column & filter has been added to the Invoice and Transactions View.

  Pay Now and Update Payment Method in the client portal will redirect to the respective Chargebee site.

  Invoice and Credit Note PDF download will download the pdf from the respective site.

  A new rule for Site name has been added in the automation engine module for specific sites.

  Contact the [Chargebee Support](https://chargebee.freshdesk.com/support/home) team to know more about this integration.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Email or SMS Template - Admin Level Impact

  With this release, all the existing or newly created (shared publicly) email or sms templates can be edited by a user with the admin role.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## Duplicate Error Removal

  Some error codes with decimals were creating duplicate errors. This has been fixed.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## Payment Stats & Update Bar Mismatch Correction

  Some of the stats from the Landing Page, Receivables page, and the Update bar such as Due for month, Payment Received, Payment Failed, and Card Based Failures had mismatches. This has been fixed.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## Include Partial Payments in Stats

  With this release, the Partial Payments, that were discounted, will also be counted in the payment stats calculations.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## Eliminating Error Codes with Multiple Errors

  Error codes have been replaced with error texts to uniquely identify an error thereby eliminating the use case of 1:X mapping of error codes and texts.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Subscriptions"]}>
  ## Reason Codes for Scheduled Subscription Cancellation

  In addition to adding reason codes while cancelling subscriptions immediately, you can now manage reason codes for cancelling subscription at end of the term, or on a specific date.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Contract Term Fix

  We identified and fixed the inability to edit a subscription record to change the contract term as contract renews without proration enabled.
</Update>

<Update tags={["BUG FIX"]} topics={["CRM Integration"]}>
  ## Ignore and Retry Sync Button in Sync Dashboard were not Working

  We have fixed this issue where the 'Ignore' and 'Retry' buttons on the sync log page were not clickable.
</Update>

<Update tags={["BUG FIX"]} topics={["Notifications"]}>
  ## Entity-Level Notifications

  As a part of the Multi-Business Entity offering, we have added some new features for the entity-level notifications for all the Multi-Business-Entity enabled sites:

  Entity-level settings and templates for end-customer notifications

  Internationalization and branding support at the entity level for the newly added notifications

  Business-entity admin access to the notifications settings pages and actions

  Business-entity admin access to the Email Logs and Events pages

  **NOTE:** This is only applicable to the sites having Multi-Business-Entity enabled.
</Update>

<Update tags={["BUG FIX"]} topics={["Integrations"]}>
  ## An Issue in Connecting to GetAccept

  In the case of multiple sites connected to a single Chargebee account, the customer faced an issue in connecting to GetAccept. This issue is fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoices Fix

  The following issues were fixed with this release:

  The dunning page was found to be blank on the UI.

  The 'RefundCreditNote' job was failing even if one of the transactions in the credit note failed to refund.

  Billing Address, Shipping Address, and Notes were not present as part of Credit note API Response. Fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Invoices"]}>
  ## Advance Invoices Enhancement

  Advance invoices containing line items for which service period is in future can now be imported via API and bulk operation.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## RevenueStory Metric not Displayed in the Correct Format

  When trying to create a custom MRR Retention cohort, the downloaded Summary Report was not in the cohort format.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## One Cent Difference Fix in MRR

  With this release, one cent difference in the MRR report between the Chargebee app and RevenueStory for a yearly plan subscription with the coupon is fixed.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## RS Dashboard Export PDF Reports are Blank

  The export of the dashboard and scheduled PDF reports that were empty were fixed with this release.
</Update>

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

  The following issues were fixed with this release:

  The total contract value was found to be calculated wrongly when the contract was created with coupons.

  While updating a subscription record to extend the trial period of the associated plan, the Subscription Updated email was being sent instead of the Trial Extension email.

  With proration enabled, the invoice generated for decreasing the addon quantity was not prorated and credit note was not generated for the subscription change event via API.
</Update>

<Update tags={["BUG FIX"]} topics={["CB UX"]}>
  ## Expand Line UI Behavior in Invoices and Credit Notes

  The expandable arrow on the Invoices or Credit notes details page was appearing even when there was no additional content to expand. This arrow now only appears when there is additional content available to view.
</Update>

<Update tags={["BUG FIX"]} topics={["CB UX"]}>
  ## Resolved CSS Conflict with Sidebar

  We have fixed the issue caused by conflicting CSS styles event related to the sidebar that is being triggered multiple times.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Rearranged Sections on Customer and Subscription Details Page

  The purpose of rearrangement of these sections on the customer and subscription details page is to improve the pages's usability for users to find and access the information. The customer details were often located at the top of the page in the Classic user interface. By moving these sections up in the Leap user interface, we aim to maintain consistency for users and help them navigate more efficiently.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Apple Pay Payments through Checkout.com

  Chargebee now supports Apple pay payments through Checkout.com in hosted pages.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Filters in Report Builder are Showing up as Invalid

  We have fixed the issues with the invalid filter reports in the Report Builder.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Chargebee JS Support for Apple Pay Payments through Checkout.com

  Chargebee now supports Apple pay payments through Checkout.com via Chargebee JS.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Tax Issues

  The following issues were fixed with this release:

  The Avalara VAT exemption note for reverse tax was not displayed on the invoices.

  For invoices with 100% discount and the tax amount being zero, the VAT exemption reason was not being displayed causing sync issues with the accounting systems. We've now added a tax exemption reason 'Product exempt' for such cases.
</Update>

<Update tags={["BUG FIX"]} topics={["Entitlements"]}>
  ## Error Status Fixed

  Instead of throwing a 429 status, the rate limit errors from EMS were converted to 5XX. We have fixed this to return the relevant error status.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Possible Overflow of Long Values in RevRec

  Long value overflow occurred for `line_item_amount` sent to RevenueStory as a part of data sync.
</Update>

<Update tags={["BUG FIX"]} topics={["Integrations"]}>
  ## Mailchimp Sync Issue

  The Mailchimp integration sync with Chargebee will now rightly load all the members.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Accounting Integration"]}>
  ## Handling Duplication of Customer Records using a Custom Field in Netsuite

  We have enabled customer duplicate handling in NetSuite.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Accounting Integration"]}>
  ## NetSuite Technical Enhancement

  We have implemented a backend toggle to switch and modify the existing code to use the new accounting sync service in NetSuite sync for items and customers.
</Update>

<Update tags={["BUG FIX"]} topics={["Subscriptions"]}>
  ## Addon Fix

  While creating a subscription by specifying that the associated addon should be applicable for one billing cycle only, the addon was found to be applied even after one billing cycle is over. This is fixed!
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Support for Bank of America Direct Integration

  Chargebee now supports direct integrations for Bank of America non-3DS cards via Chargebee JS.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Account Summary Report Discrepancy

  With this release, the sales reversal amount is fixed in the Account Summary report by including voided credit notes and invoices as per voided date.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Account Summary Report not Tying to Detailed Report

  The discrepancies between the Accounting Summary on UI vs the underlying data were fixed with this release.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Invoices"]}>
  ## GLN Support

  For countries where e-invoicing is supported via the Peppol network, you can specify the Global Location Number(GLN) for the customer under the Entity Identifiers section. GLN is a unique routing identifier that is used to route the electronic document to the customer.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoices Fix

  The following issues were fixed with this release:

  While invoicing unbilled charges for a customer record, the associated refundable credits were not being applied.

  The invoice was not getting paid for a payment due invoice, when payment method is added for a subscription upgrade.

  Inability to cancel subscription via bulk operation/API/UI that displays a '500 Internal Server Error'.

  The GLN number validation for e-invoicing was not working when done through the update billing info action.

  An error was identified while creating a credit note for an advance invoice due to the line item start date being in future that falls after the credit note date.

  While importing invoices using bulk operation, the billing address was not displayed for the invoices unless the address was manually updated by clicking the Update option.
</Update>

<Update tags={["BUG FIX"]} topics={["Entitlements"]}>
  ## Non-ASCII Email Support

  Users logging in to EMS PC 2.0 site with a Non-ASCII email were faced with an "invalid request" error. This is now fixed!
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Xero Sync Failure

  This release included a resolution for the Xero sync failures that had been occurring.
</Update>

<Update tags={["BUG FIX"]} topics={["Invoices"]}>
  ## Invoices and Credit Note Fix

  The following issues were fixed with this release:

  Saving the customer billing info without VAT details was throwing a '400 Bad Request Error'.

  Character limit was found to be displayed while adding a note for a credit note.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Unable to Filter Entity-Specific Data in Report Builder

  With this release, the sales reversal amount is fixed in the Account Summary report by including voided credit notes and invoices as per voided date.
</Update>