Features

  • New user interface base theme: the portal has been redesigned with a new theme, and there have been changes made to several areas, such as the menus and the new Dashboard. This redesign resulted in the removal of the customized theme option.
  • User interface change for Bundle Type: users are able to create, read, update and delete bundle types
  • User interface change for Pricing Bundle Rule: it is now possible to edit Bundle rules in the user interface.
  • Widget selector: a popup that allows users to choose the next widget they want to add to their dashboard. Widgets are categorized and expanding a category will show a list of available widgets. Users can click on any widget to see more details about it, as well as a live preview.
  • Widget configuration: users are able to customise each widget on the dashboard, by clicking the relevant Settings button (indicated by a small gear icon). Doing so will expand the configuration box. Currently only the widget name can be changed.
  • Widget customer details: simple counts of the total number of Customers in the system, how many are new (created this month), and how many are orphans.
  • Widget Purchase Details: info on counts of the total number of purchases, as well as how many are New (this month), Active (i.e. still able to be invoiced), Not invoiced, and Unmapped (either to a Product Cluster, or to a Customer, or both). Users can click on “Unmapped”, and will be taken to the Purchases search screen, showing these unmapped purchases. From here, they will be able to correct the mappings. If there are any Unmapped purchases, this stat will be highlighted in red.
  • Widget Invoice Details: info on counts of Invoices in 4 major categories: Total count, Live (current Billing period), Ready To Approve (fully calculated and invoiced, and period is complete), and Problems (any error state). Users can click on any stat and be taken to the Invoices search screen, with the relevant Quick Search pre-loaded.
  • Widget Cluster Details: info on how many clusters exist in system, including Leaf Products, and Leaf Products without rules (which is highlighted in red when there are any clusters in this state).
  • Widget Orphans: info on how many Customers and Purchases are unmapped in some way, and therefore need attention. Uses are able to click on the two numbers, and will be taken to the relevant search screens where they will be able to update the mappings. If either of these stats indicates that there are orphans, it will be highlighted in red.
  • Widget monthly billing stats: shows aggregated Total calculated value per day, for last 2 months.
  • Purchase search screen: users can now search on purchases. The purchase search can be reached from customer search screen or via the main menu navigation.
  • Invoice History chart on Customer user interface: users are now able to get a quick graphical summary view of the past invoices for a given Customer, via the Customer Edit screen. The customer's invoices are represented in a simple bar chart, indicating the total value (y-axis) of each invoice (x-axis), with a colour-coding representing the invoice states.
  • Under the main menu Admin > Environment Settings: users can change their environment's default timezone. This is currently used for the widget data.
  • Users can select the users default time zone on the user profile. This timezone is used for displaying certain dates in the user's timezone.
  • Expanded Dates filtering on invoices: increased the flexibility of invoice date filtering to allow specifying a bracket for the Start and/or the End component of the billing period.

Improvements

  • Creation of Invoice Transformations now supports whitespace characters in the names.
  • Cloudbilling now returns details of detectable errors in Transformation templates.
  • User profile information is now visible in the header (instead of the previous Welcome message).
  • Customer creation via the user interface has been made more robust, with more stringent validation around the Billing settings (these are required fields, and will now also default to "once a month"). Additionally, if not specified by the user, the Customer's timezone is now derived from the TimeZone as stored in the Global Settings.
  • The behaviour of the QuickSearches and filters are now more predictable and user friendly (such as Advanced filtering staying open during paging)
  • Cluster Graphs are now much more responsive.
  • Previously when your Cloudbilling session had expired the user would sometimes get an undefined error message. It has now become much more obvious that the users sessions has expired.


Bug Fixes

  • CustomTables UI remembered last visited page of a table "globally" and not per table. Every table now opened starts on page 1.
  • Performing actions on views (invoices) often led to an error message. This has been fixed.
  • A bug prevented searching for a customer when using a filter based on metadata type date. This has been fixed, it is now possible to do a filtered customer search.
  • When adding a new customer to a system with many unmapped purchases, the purchases didn't get mapped to the new customer. This had been fixed
  • Using the pagination buttons on the Message Results screen led to an error message. This has been fixed.
  • Filters for pricing rules were not working, it is now possible to perform filtered searches for pricing rules.
  • After approving one or more invoices the invoice filter would sometimes stop responding. This issue has been fixed.
  • Trying to acces the Message Runs page would sometimes lead to a bad gate way error. This has been fixed.
  • There was an issue that the displayed message run results would contain results from previous message runs. Now only the relevant message results are displayed.
  • When editing a pricing rule there would often be options displayed that were irrelevant for the type of pricing rule. Now only the relevant options for the specific operator are displayed to make editing a pricing rule easier.
  • The customer search filters have been optimalized to support very large numbers of customers.
  • Sometimes the product cluster graph would not start with the All Products cluster. This is now fixed, the graph will always start with the All Products Cluster to make navigation to the different clusters both faster and easier.
  • When viewing invoices through the customer screen, the invoices filter would be displayed incorrect. This has now been fixed.
  • The Group Price pricing rule was broken. The rule has been fixed and can now be used again.
  • There were several issues around the pagination within Cloudbilling. Using the pagination would often lead to an error. This has been fixed.