# January 2023

Chargebee product updates released in January 2023.

Source: https://release-notes.chargebee.com/january-2023

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Support for Multiple Data Warehouse Nodes

  RevRec now runs on multiple data warehouse nodes which makes data backup and restore easier. It increases scalability of the warehouse to better support you, especially those with large data volume. RevRec can migrate existing customers between different data warehouse nodes to provide better response performances.
</Update>

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

  We have made the following improvements:

  Direct contract expense recognition - RevRec now supports expense recognition that mirrors the contract term based revenue recognition. Similar to the existing function, it can be used to recognize expenses following revenue recognition in the invoice as contract method. The direct expenses will be allocated to all line items in the subscription and recognized based on the service start and end date at each line item level, over the complete subscription duration.

  Support for voided invoices - Voided invoice will reverse out the previously invoiced amount and thus impact the deferred revenue balance for the subscription and does not affect revenue recognition or total contract value.
</Update>

<Update tags={["NEW FEATURE"]} topics={["RevRec"]}>
  ## Introducing QuickView Report

  Introducing a new web UI based report that shows recognized revenue and deferred revenue balance on monthly basis at customer, subscription, invoice and product level. This report is specifically designed for invoice as contract revenue recognition with subscription and invoice ID provided for sales order and invoice.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## RevRec Website Admin Functions

  The UI for connection configuration to third party systems such as CRM, billing, and accounting systems can now only be accessed by users with site admin roles. This reduces the risk of accidental or incorrect setting of the configuration which can cause data sync issues.
</Update>

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

  We have made the following enhancements:

  Ability to provide Subscription ID and Invoice Number at line item level for Sales orders, so you can link the revenue recognition results to the data in source systems more easily.

  RevRec Reporting license for migrating existing CB customers to RevRec only.

  Minor bug and stability issue fixes.
</Update>

<Update tags={["ENHANCEMENT", "BETA"]} topics={["Checkout"]}>
  ## Differential Pricing Support for Full-page Layout of Checkout

  Support for differential pricing has been added to the recommended addons for the full-page layout of checkout. This allows you to offer different pricing based on the product or subscription being purchased and provides more flexible pricing options for customers during Checkout.

  **Note**: This feature is in beta. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

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

  For sites with tiers starting from 1, updating the subscription to change the tier amount was found not to work. The new price was not reflecting in the renewed subscription's breakdown.
</Update>

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

  We have fixed the following issues with this release:

  VAT was not applied for an invoice with taxable plan even though the associated customer was taxable and billing address of the customer was available.

  Scheduling a subscription change at the end of the term to remove fixed type coupon using subscription update for items API was found not to work.

  Event based addons were found to erroneously appear twice on the UI during checkout, though only charged once.

  Customers were unable to cancel subscriptions from the portal with a reason code.

  Adding manual discount to a subscription with an addon resulted in the addon being removed.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Skip Inactive user's dashboard while caching

  With this release, the cache for the dashboards with inactive users is skipped.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Clarification on Exchange rate fluctuation

  With this release, the exchange rate fluctuation displayed in Net MRR Growth Metric has been fixed.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Day-Light Savings Issue

  With this release, the discrepancy between the RS captured timings and the UI and exports have been resolved and the impacted reporting numbers due to daylight saving have been corrected.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Accounting Reports (Account Receivables Enhancements) - Posted invoices

  With this release, the account receivables report within RevenueStory will include posted invoices to get a comprehensive view of receivables in one report.
</Update>

<Update tags={["ENHANCEMENT", "BETA"]} topics={["Checkout"]}>
  ## GoCardless Support on Full-page Layout of Checkout

  Direct debit payment options via GoCardless have been added to the full-page layout of checkout. You can now offer your customers the ability to pay using ACH, SEPA, BACS, and Autogiro in the full-page checkout. Direct debit is a widely used payment method in the EMEA region, and this integration will enhance the payment experience for those customers.

  **Note**: This feature is in beta. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## SEPA Payments via BlueSnap Gateway

  As a merchant integrating Chargebee and collecting SEPA payments, you can now collect SEPA payments through the BlueSnap gateway when you integrate with Chargebee Hosted pages. This allows you to offer a seamless and secure payment experience to your customers who prefer to make payments through SEPA. To start using this feature, simply integrate Chargebee with Bluesnap and configure your SEPA payments in Chargebee.
</Update>

<Update tags={["BUG FIX"]} topics={["Notifications"]}>
  ## Incorrect Value for Amount Due

  The issue of the total invoice amount being displayed instead of the accurate due amount in the Amount Due field of subscription-related emails has been resolved.
</Update>

<Update tags={["BUG FIX"]} topics={["Notifications"]}>
  ## Show Estimate Details in Trial or Future Subscriptions

  With this release, we have added **merge vars** for showing estimate details in emails sent for future and trial subscriptions.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Notifications"]}>
  ## Filter Email Logs Using Entity Name

  Merchants on Multi-Business-Entity-enabled sites can now view and filter their email logs using the business entity name for improved organization and management.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Unix timestamp value crossed maximum Integer value

  With this release, we have fixed the sync issue caused by the date greater than or equal to Jan 19, 2038, 03:14:07 UTC, the Unix timestamp value that crosses the maximum value for a variable of type int (2147483647).
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Entitlements"]}>
  ## Skip Subscription Entitlement Events During Initial Load

  To improve the customer experience and prevent multiple event deliveries, we skipped generating and sending Subscription Entitlement-created events during the Initial Data Load phase. This will reduce the number of events being delivered, ensuring a smoother and more efficient experience for customers with a large number of subscriptions.
</Update>

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

  The coupon codes feature was found not to work and displayed an error "Invalid Coupon Code" even though the code was valid and not redeemed. This is now fixed.
</Update>

<Update tags={["BUG FIX"]} topics={["Notifications"]}>
  ## Permission to Send or Edit Manual Emails

  Non-admin users were temporarily unable to send or edit manual emails due to a bug. This has been fixed.
</Update>

<Update tags={["ENHANCEMENT", "BETA"]} topics={["Checkout"]}>
  ## Support for Account Hierarchy in Full-page Layout of Checkout

  Account hierarchy support has been added to the full-page layout of Chargebee hosted Checkout. This feature allows customers with account hierarchy enabled to make payments against their own account instead of the parent account when using Checkout. This ensures that invoices are generated and payments are made against the correct account.

  **Note**: This feature is in beta. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM HubSpot"]}>
  ## HubSpot Quote-to-Cash: Redirect Sync Feature

  The Redirect Sync feature enables you to reassign records in Chargebee to new records in HubSpot Quote-to-Cash when the original record in HubSpot Quote-to-Cash is deleted.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM HubSpot"]}>
  ## HubSpot: Ignore or Retry Specific Errors

  When retrying or ignoring sync errors, you now have the option to choose one or more specific errors, instead of having to retry or ignore all of them.
</Update>

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

  The following issues were fixed with this release:

  The Regenerate Invoice button was not working on the second click.

  The Usage details page of the subscription was displaying the plan name instead of the addon name.

  Refreshing the invoice while viewing the invoice PDF kept downloading the usage pdf.

  The Total Exclusive VAT label was not displayed and the vat amount was found to be displayed twice on the credit note advanced view page.

  After creating an adjustment credit note for the entire invoice amount, the invoice details page displayed *Refundable Credit Note cannot be issued from this invoice as the creditable amount is USD 0.00* message.

  The confirmation popup message to remove applied credits was found to be incorrect.

  The default value while creating a refundable credit note for a fully paid invoice from the UI was 0.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Upgraded Time Machine Landing Page

  Now, you will experience the upgraded version of the Time Machine landing page. We've replaced the old tech stack with the latest version, which is now aligned with our API-first framework and Leap UI. In addition, you'll notice some fresh design changes that enhance the overall user experience.
</Update>

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

  We identified an inability to view scheduled changes for a subscription while adding a one-time percentage coupon to be applied at the end of the term. The UI was found to load with an error 'something went wrong'. This issue is now fixed!
</Update>

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

  With this release, we have started support for multi-tenant login capability in which a user who belongs to multiple merchant teams can log in to all the instances and switch between the instances easily. \>The following capabilities are introduced:

  The system will allow a seamless user-invitation workflow to an already existing user (existing in some other merchant team)

  The system will allow seamless updating/editing of a user without impacting the user's access to other accounts.

  The system will allow deleting a user from a company, but can still be a part of other companies.

  The system will allow a user to select the desired instance that they want to log in to after entering the relevant User ID and password.

  The system will allow the switching of instances from the portal.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Customize Account Statement PDF via HTML Template

  Merchants can customize the account statement PDF by creating their own HTML template.
</Update>

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

  With this release, any default newly created email or SMS template (shared publicly) can be edited by a user with an admin role.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Allowing the User and Customer Mapping to Go Through Even If The Customer Has Not Accepted The Invitation

  With this release, the system will allow the user and customer mapping to go through from Imports and the UI, even if the new user has not yet accepted the invitation.

  This release will have the following impact:

  **User and Customer Mapping** - The upload will be successful and the changes will reflect at the customer level. Successful mapping and FPOC and SPOC will be done to the respective customer even if the user has not yet accepted the invitation.

  Under the **Contacts Tab** in the **customer Fly out page** - The new user will be visible in the FPOC and SPOC list even if the invitation is not yet accepted.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CRM HubSpot"]}>
  ## HubSpot Quote-to-Cash: Product Sync Enhancement

  Product sync failures caused by a lack of matching currency configuration in Hubspot Quote-to-Cash will now be resolved automatically once the currency is configured in HubSpot Quote-to-Cash.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Subscriptions"]}>
  ## Ability to override tiers

  In addition to overriding the price of your plans, addons, and charges you can also override the tier range for plan and addon price points that have volume, tiered, or stair-step pricing models.
</Update>

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

  We have fixed the issue with this release, adding a manual discount on the subscription details page was producing an error that the item `price_id` is not available.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Included Phone Number on Multiple Pages

  Now phone number is appearing in the **Customer Info** column on the **Customer** and **Subscription** details pages.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Accounting Reports

  AR Ageing report was throwing 504 because of a performance issue (Query performance due to huge data load) and it is fixed now.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Total billing by Country

  The county code for "Kosovo" was missing in the RevenueStory repo which was showing as "unknown" in "Total billing by country" reports and it is fixed now.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Saved reports fail to open in Report builder

  The saved reports in the report builder were not opening and throwing 504 which is fixed now as part of the performance enhancement.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## Support for Apple App Store Server Notification Version 2

  We now support both the Apple App Store Server Notification versions 1 and 2. With v2 notification, a subtype is also introduced by Apple for a few primary notifications.

  The following are the benefits of using v2 notifications:

  Only one notification per subscription event can be sent. Therefore, multiple notifications will not be processed.

  It covers more events for the in-app purchase like subscription expiration, offer redemption, and more.

  It allows you to send test notifications.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## Introduced Sync Overview Page for Google Play Store

  The Sync Overview page is introduced to view the status of each purchase receipt and take corrective actions if required. Earlier the Sync Overview page was available only for the Apple App Store but now it is available for both, Google Play Store and Apple App Store.
</Update>

<Update tags={["BUG FIX", "BETA"]} topics={["Checkout"]}>
  ## Multiple Bug Fixes for Full-page Layout Customizations

  **Note**: This feature is in beta. [Terms and conditions](https://www.chargebee.com/company/terms/#your_rights) apply. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.

  The following issues were fixed:

  Text color for card components and other payment methods were not changing simultaneously.

  On loading the page, the pop-up button for the brand logo was not showing up in the brand setting.

  Improvement to loading the themes and colors brand settings rightly.
</Update>

<Update tags={["BUG FIX", "BETA"]} topics={["Checkout"]}>
  ## Enable Advanced Layout Customisation for Full-page Layout of Checkout

  **Note**: This feature is in beta. [Terms and conditions](https://www.chargebee.com/company/terms/#your_rights) apply. [Submit a request](https://chargebee.typeform.com/to/bIsKhNt5) to enable this feature.

  The following issues were fixed:

  You can change all settings to Chargebee defaults while exploring customizations.

  Fixed issues with the **See it in action** button to preview Checkout.
</Update>

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

  We have fixed the issue with the QuickBooks sync error file generated on the UI in case of new errors.
</Update>

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

  We have fixed the issue with error logs in Xero. The ignored transactions no more reflect as error logs in Xero.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Netsuite Credit Note Quantity

  We have fixed this issue with Netsuite credit note quantity, ensuring that when an invoice is voided in Chargebee, a credit memo is automatically sent and attached to the invoice record in NetSuite.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Netsuite Credit Note Quantity

  We have fixed this issue with Netsuite credit note quantity, ensuring that when an invoice is voided in Chargebee, a credit memo is automatically sent and attached to the invoice record in NetSuite.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## A/B Testing capabilities with Bypass Flag from Pre-Cancel API

  The Pre-Cancel API now uses a bypass flag that allows for A/B testing capabilities and provides greater flexibility in managing cancellations.
</Update>

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

  The following issues were fixed with this release:

  Credit note amounts were not validated for individual line items of an invoice, thus allowing adjustments beyond the invoice value.

  Manual discount was not getting applied to a metered subscription. Though the discount was reflecting on the invoice, customers were getting charged for the amount without the discount.

  Invoice was found to be automatically closing regardless of the metered billing setting being configured to manually close the invoice.

  Multiple subscriptions were canceled due to 'Currency Incompatible With Gateway', and upon reactivation, some of the subscriptions were found to have a missing invoice.

  A 500 exception was displayed while attempting to import an advance invoice for a canceled subscription.
</Update>

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

  The Avalara address validation process was found to not progress for over a day. This is now fixed!
</Update>