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
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
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
Users can select the users default time zone on the user
profile. This timezone is used for displaying certain dates in the user's
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
Creation of Invoice Transformations now supports whitespace
characters in the names.
Cloudbilling now returns details of detectable errors in
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
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.
CustomTables UI remembered last visited page of a table
"globally" and not per table. Every table now opened starts on page
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
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
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
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