# October 2023

Chargebee product updates released in October 2023.

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

<Update tags={["NEW FEATURE"]} topics={["Hosted Pages"]}>
  ## Pricing Table: Set quantities and pre-fill addresses with new pricing table functions

  You can now use the [`setQuantity()`](https://www.npmjs.com/package/@chargebee/atomicpricing#setquantity) function to specify the item quantity in quantity-based pricing models. Additionally, with the [`setBillingAddress()`](https://www.npmjs.com/package/@chargebee/atomicpricing#setbillingaddress) and [`setShippingAddress()`](https://www.npmjs.com/package/@chargebee/atomicpricing#setshippingaddress) functions, you can pre-fill billing and shipping details on your pricing pages, providing customers with a faster, more personalized checkout experience.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevenueStory"]}>
  ## Streamlined Workflow for Adding Future Reports to Dashboard

  In this latest release, we're delighted to announce an expansion of report options within the dashboard feature. The future reports pertain to users being able to select future options while viewing report data for metric summary for the relevant reports. Earlier, it was only supported for chart views; now, it is supported for metric views as well.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## New Metric - DSO

  With this release, we have added **DSO** (Daily Sales Outstanding) as a new metric to the Top Stats and the Customer View under the category **Performance Metrics** to measure the performance of the merchant's receivables data.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Percentage of Converted Amount

  With this release, we have added the provision to display the **Amount** as a percentage of the converted amount. A new radio button called **As a Percentage of Converted Amount** is added to the **Amount** sub-tab under the **Document** category in the Cycle Rules under Auto Engagement.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Total Collected in the UPR Report

  With this release, we have added a new default column called **Total Collected** in the UPR report. This is the sum of all successful payments made by the customers in the selected time period.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## Exclude Functionality for Customer and Invoice Tags

  With this release, users will be able to use the **Exclude** tag functionality in Auto Engagement. This will allow users to exclude customers/invoices with specific tags so that emails are not triggered to those customers.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Hosted Pages"]}>
  ## Pricing Table: Show effective monthly pricing across billing frequencies

  If you offer products in multiple billing frequencies (monthly, quarterly, annual), you can now display the "[effective monthly price](https://www.chargebee.com/docs/2.0/customize-pricing-table.html#customizing-pricing-page-for-new-users_customizing-currency)" for all options on your pricing page. For example, if your annual plan is $120, the display will show "$10 per month billed annually," making it simple for customers to compare monthly and annual plans side by side. This added transparency can help drive conversions by making your offerings more compelling for prospective buyers.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Card Address Fields in the Customer View

  With this release, we have added Card based address fields in the Customer View and Auto Engagement such as **Card Address Provided** which indicates If all the address-based fields at the card level are updated.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## 'To Be Due' Stat Revision

  With this release, we have revised the **To Be Due** stat on the homepage under the **Collectables for the month** category. Using this stat, a customer can have access to the amount that they can expect to receive as the remainder of the month.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## 'Associated Reminder Cycles

  With this release, both the associated cycles will be visible inside each other. Earlier, if a Reminder Cycle A is associated with Cycle B, then Reminder Cycle B could be seen inside Cycle A only and not vice-versa. Now, even Cycle A will be visible inside Cycle B. This enhances the visibility of the associated reminder cycles.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Other Unpaid Invoicess

  With this release, we have added a placeholder called **Other Unpaid Invoices** under the **Customer** category for email templates which allows you to add older unpaid invoices to the emails so that the end consumer is aware of all the invoices he needs to pay for. If this placeholder is added to the email, the end customer will get an option **View & Pay Bills** in the email which will show all the open invoices in the Customer Portal.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Sorting and Limiting Advanced Filters

  With this release, we have added options that allow you to **Sort** and **Limit** the amount-related advanced filters. While sorting includes two options - Ascending and Descending, a numerical input field allows you to add the limit to the number of customers from the list. Also, two new preconfigured templates are added - **Top 100 Outstanding Customers** and **Top 100 Overdue Customers**.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Receivables"]}>
  ## Trigger Emails in Customer Locale

  With this release, we have added an additional toggle button called **Allow Customers to receive Email in Customer Locale**. Emails will be triggered in the customer locale only if this toggle button is turned **ON**, otherwise it is displayed in the default language (English) only.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## Account Statement Bug Fix for Large Data

  With this release, we have fixed the bug that caused the Account Statement to take a long time to load in case of large volumes of data.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## HTML Content Present in Last Description Field

  With this release, we have fixed a bug that was displaying HTML content in the Last Description field in a downloaded report.
</Update>

<Update tags={["BUG FIX"]} topics={["Receivables"]}>
  ## Show Last Attempted Payment Amount in Customer Currency

  With this release, we have fixed a bug to show the Last Attempted Payment amount in the customer currency if the customer currency is not the same as the document currency.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["CB UX"]}>
  ## Convert Smart Routing Page from Classic to Leap UI

  We have converted the Smart Routing page from Classic to Leap user interface to enhance your experience. To make this possible, we have changed the tech stack, necessary backend API, and design.
</Update>

<Update tags={["NEW FEATURE"]} topics={["RevenueStory"]}>
  ## Total active customers in Report Explorer

  We are thrilled to introduce a new feature in this release that enables you to monitor the total number of active customers over a specified time frame for your organization. This new functionality provides valuable insights into your business's health, allowing you to gauge your organization's performance and customer engagement trends with greater accuracy.
</Update>

<Update tags={["NEW FEATURE"]} topics={["RevenueStory"]}>
  ## Transaction Summary reports

  We are excited to introduce a new feature in this release that allows you to analyze transaction summaries by card type. This new capability empowers you to gain insights into the distribution of payments and refund transactions across various card providers. With this update, you can now easily track and understand how different card types contribute to your financial transactions, making it even easier to manage and optimize your payment processing.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Customer Custom field is getting deleted from Report Builder

  In this release, we are pleased to announce the resolution of a critical issue that has been affecting our users. The issue pertained to the automatic deletion of custom fields, specifically the Distributor ID in the report builder when merchants attempted to add them.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Invoices"]}>
  ## Customizable Display Name for Account Hierarchy

  While using account hierarchy and combining the invoice of child and parent, you can now configure and display your company name instead of the child customer name on your invoice PDFs.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Mobile Subscriptions"]}>
  ## Filter Events by Status

  We have introduced an event status filter on the Sync Events page to easily filter your subscription sync events. This new feature enables you to filter events with respect to their status in Chargebee. The status filter includes options such as Queued, In Progress, Success, and Failed.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Mobile Subscriptions"]}>
  ## Tracking Missing Subscriptions in Chargebee

  Sometimes due to network failures, though a subscription purchase is successful at the mobile client end, the same is not recorded in Chargebee. In these cases, customers can view these missing subscriptions by applying the 'Pending' status filter on the sync overview page and re-sync these subscriptions by invoking the process purchase command API with the associated receipt. [Learn more](https://apidocs.chargebee.com/docs/api/in_app_purchase_events#app_store_notifications) about initial purchase events.
</Update>

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

  The following issues were fixed:

  Inability to remove a charge from a future subscription due to a bug.

  Inability to override tier pricing while performing a subscription change action wherein the price changes were not reflected.

  The subscription was found to be canceled in the current term even when it was scheduled to be canceled in the future.

  NPE was displayed while creating scheduled subscription amendments.
</Update>

<Update tags={["BUG FIX"]} topics={["Accounting Integration"]}>
  ## Improving Error Messaging on the Dashboard Page

  In this release, we have addressed an issue related to error messages when dealing with unmapped items in the invoices. Previously, if product mapping was absent for an item, attempting to sync the corresponding invoice would result in a generic error message, 'An internal error occurred,' and the item was not marked as a failed creation. We have now streamlined the error-handling process..
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Introducing Disable Sync

  You can now decide whether you want to disable data syncs while making updates to sales orders through RevRec UI. Disabling data sync prevents the manual data update from being overridden by source system data. Additionally, disabling sync applies to both invoices and sales orders.
</Update>

<Update tags={["NEW FEATURE"]} topics={["CRM Salesforce"]}>
  ## Salesforce CRM Integration Package v1.58

  **Support for tier overriding:** For quotes and subscriptions, you can [adjust quantity ranges and prices](https://www.chargebee.com/docs/2.0/price-override.html#configuring-price-and-tier-override) for products with tiered pricing. This is now possible directly in Salesforce CRM.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Enhanced Quantity Control for Merchants in Full Page Layout of Checkout (EAP)

  This update empowers merchants with finer control over customer-driven quantity changes, enabling them to set restrictions at product and item price levels while also defining fixed and range-based quantity options in the checkout. Additionally, merchants can quickly turn product-level quantity restrictions on or off across all products with a single setting, ensuring a seamless and flexible shopping experience.

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

<Update tags={["NEW FEATURE"]} topics={["RevRec"]}>
  ## Book by Transaction Date

  The Transaction date configuration allows you to recognize the entire revenue impact in the accounting period of the transaction date (Posting Period), when prior accounting periods remain open. As a result, any backdated sales orders or credit notes posted in the current period with a prior period service date will now be recognized as a catch-up adjustment in the current period, without affecting prior period results.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## 'Written Off Amount' Column

  With this release, we have added a new column called **Written Off Amount** in the **Invoice View**. This column helps the user to understand whether the invoice was paid off or written off and helps in decision-making.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## PPM Authorization Rate

  With this release, we have added a new feature called **Primary Payment Method (PPM) Authorization Rate** to the Invoice View and Auto Engagement to assess the efficiency of the card being used by a customer to make a payment. It helps in understanding the possibility of recovering from a payment failure.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## New Frequency Options in Report Subscription

  With this release, we have added the following new frequency options for report subscriptions under **Monthly**:

  First Day of Month

  Last Day of Month

  X Day of Month
</Update>

<Update tags={["NEW FEATURE"]} topics={["Receivables"]}>
  ## BCC Email ID for Outgoing Emails

  With this release, we have added support for **BCC Email ID** for all outgoing emails. This gives merchants additional tracking and visibility for their emails.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["Checkout"]}>
  ## Pre-fill Card Address in Full Page Layout of Checkout (EAP)

  We are excited to introduce a new feature in this release that streamlines the checkout process for a more convenient and efficient customer experience. You can enable this setting at **Configure Chargebee > Checkout and Portal Settings > Fields > Card Address > In checkout, prefill address information from Billing and Shipping**.
  Customers can easily populate their card address by selecting Billing or Shipping options, minimizing manual entry. Users also have the flexibility to disable this feature and manually enter their address as needed. With these improvements, we aim to make your shopping experience even more user-friendly and hassle-free.

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

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Multi Currency Forex Source Switch

  You can now change Forex rate sources in RevRec anytime as required. RevRec will apply rates for future transactions from the newly selected source. Additionally, prior-dated orders and invoices will maintain their existing source rates even in the event of a replay, to prevent any roll forward issues.
</Update>

<Update tags={["NEW FEATURE"]} topics={["Notifications"]}>
  ## Send Only to Additional Contacts

  With this release, we have added an option to allow merchants to trigger and send emails only to additional contacts and not the customer's primary email ID. [Learn more](https://www.chargebee.com/docs/email-notifications-v2.html#add-notification)
</Update>

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

  The following issues were fixed with this release:

  Avalara email notification to inform that the integration was not functional, was not sent to the user as expected.

  Sales tax was found to be incorrectly displayed as 0 for the month of July for the state of Ohio within TaxJar due to non sync of TaxJar credentials.

  We have updated the tool-tip message for third-party integrations on the Taxes page to fix a copy issue.

  Attempting to add a one-time charge to a pending invoice with HSN code and Avalara tax code using API was generating a successful invoice response instead of throwing the error message 'Avalara not configured the site'.

  We have fixed the 'Manage API Calls to Avalara' pop up window that was broken for Canada region.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Dashboard Summary fix

  values were erroneously presented when changes occurred in the data. The Dashboard summary PDF now reflects data changes correctly/accurately.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Credit Note Dates

  RevRec supports a configuration to determine credit note recognition treatment based on the actual dates - 'from date' and 'to date' defined within the Chargebee billing system for the Credit Notes.
</Update>

<Update tags={["BUG FIX"]} topics={["RevenueStory"]}>
  ## Fixed Filters Issue in Reports Explorer

  In this release, we have addressed an issue where the filters in the Reports Explorer were failing to function as expected.
</Update>

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

  The following issues were fixed with this release:

  Inability to open subscription records from the Chargebee user interface for invoices that were imported with advanced charges for the next few months.

  Inability to access the Invoices, Credit Notes, and Quotes details page from the Chargebee user interface to update Signature.
</Update>

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

  You can now configure RevRec to exclude specific or all Chargebee-generated discounts and promotional credits.
</Update>

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

  The following issues were fixed with this release:

  Inability to add one-time charges and quick charges for a subscription along with a coupon on the first attempt. The coupon was populating after adding and removing another coupon.

  An error 'decimal values are not allowed' was thrown from UI validation while trying to create a one-time charge for a customer and adding a manual discount.
</Update>

<Update tags={["NEW FEATURE"]} topics={["RevenueStory"]}>
  ## Upcoming Renewals analysis report in RS

  In this release, we are excited to introduce a new report. You can now access a dedicated report within RevenueStory, specifically designed for performing in-depth analysis on upcoming renewals. This report allows you to gain valuable insights into your upcoming renewals, providing a comprehensive view of this critical aspect of your business.
</Update>

<Update tags={["ENHANCEMENT"]} topics={["RevRec"]}>
  ## Order Level Custom Fields

  RevRec now supports a configuration where custom fields established at the order level will accurately present their values when drilled down against all available metrics within reports.
</Update>