Release 2403 - 04/01/2024

scheduled on monday, 04/01/2024 this update brings the capability to service milestones and milestone based billing , configure criteria for generating invoices for milestone services independently, and introduces a brand new collection of customizable booking dashboard , pipeline dashboard , and billing and collections dashboard dashboards, among other enhancements! \# feature enhancements \# nue lifecycle manager ability to view orders, subscriptions, assets, entitlements, invoices and credits in the lifecycle manager of the account hierarchy in the lifecycle manager, when dealing with a sales account with child accounts, users can view transactions for both the parent and its children in the hierarchy similarly, for billing accounts, users can access transactions specifically linked to that billing account for more details please refer to billing account hierarchy ability to configure the quantity and subscription term in the product configurator previously, users could only adjust the quantity and term within the line editor when configuring a bundle now, they have the flexibility to make these changes directly within the product configurator itself display cancellation date in the subscription card when the subscription status is 'scheduled for cancellation' or 'canceled' when a subscription's status is either "scheduled for cancellation" or "canceled," the cancellation date of the subscription will be shown under the status field on the subscription's card this feature ensures users have transparent information regarding the subscription's cancellation status ability to show today's rollup arr, today's rollup cmrr, and rollup tcv across the entire sales account hierarchy in the lifecycle manager's account card, when an account has child accounts, three additional fields today's rollup arr, today's rollup cmrr, and rollup tcv are presented, reflecting aggregate metrics from its hierarchy upgrade customers must configure these fields within the "account fields" field set to activate this functionality \# nue billing accelerator ability to view billing job error messages and download the error details in the billing jobs popup of a billing schedule, for billing jobs having errors, users can view the errors associated with the billing job they can also click 'download' action icon to download further details if needed ability to invoice milestones on milestone date, and bill milestone services in a separate invoice enable invoicing milestones on their designated dates rather than incorporating them into a recurring billing schedule additionally, bill milestone services separately on a separate invoice for more information, please check out this article add total amount without tax field in order and order product objects to streamline integration with revenue recognition systems, we added total amount without tax field in order and order product object in both salesforce and nue app ability to pass customized product option names from the bundle to invoice line items customized product option names from the bundle are now passed down to invoice line items when sending invoices to customers through the quickbooks integration, the customized product option names will now be accurately reflected in the invoice line items ability to not send $0 invoices to collection systems a new setting has been added under system settings > revenue manager > invoices, called "do not send invoices to collection systems with $0 total amount" when enabled, this setting will prevent zero amount invoices from being sent to any collection systems, such as stripe, and the "invoice activated" webhook event will not be posted enhanced transaction transfer status and manual transfers for salesforce and quickbooks in the invoice and credit memo lists, users now can view the transaction transfer status with salesforce and quickbooks from the transaction hub column for each invoice and credit memo in real time users can also transfer the transactions to salesforce and quickbooks manually this can be used to recover the transaction transfer when errors occur during the automatic transfer \# lifecycle intelligence customizable collection of booking, pipeline, billing & collections dashboards with this release, we officially unveil a set of customizable dashboards for booking, pipeline, billing, and collections existing dashboard configurations will seamlessly transition to the new set furthermore, lifecycle intelligence documentation is enriched with comprehensive details on functionalities, encompassing data flows, object models, metrics, and dashboards \# nue platform api keys an api key serves as a unique identifier and authentication token used to access and interact with an application programming interface (api) with this release, users can reveal and rotate a master api key, create and edit custom apis, and use api keys to integrate with salesforce ability to register webhook endpoint urls for billing job events once the billing job finishes, a webhook event is triggered users have the option to subscribe to this event for subsequent actions, such as notifying administrators supported events include completed, completed with error, and failed deprecation of api endpoint "https //app nue io/api/" as part of a security hardening initiative, starting from release 2403, the api endpoint "https //app nue io/api“ will be deprecated and will no longer be functional please note that ”https //api nue io" will be the only available endpoint for use moving forward \# stripe integration ability to apply tax exemptions for customers using stripe tax admin users can set the tax exempt status of a customer in salesforce, so that when taxes are calculated in stripe, the customer will be tax exempt \# bug fixes \# nue lifecycle manager change asset type defaults to 'subscription' when creating a new quote or order when a user creates a new quote or order that contains a non recurring product, the change asset type of the quote line item or the order product was incorrectly populated as 'subscription', which causes confusion in reporting this issue is fixed so that the change asset type will only be populated with the correct values when a change quote or a change order is created the create quote page is displayed as blank when there is an error with createquotedefaultvalueplugin when there is an exception occurred in the createquotedefaultvalueplugin, the error will now be displayed as an explicit error message on ui \# rightrev integration zero amount invoice item details get synced to rightrev when 'hide invoice items with $0 total amount' is enabled zero amount invoice item details will not be synchronized to rightrev when 'hide invoice items with $0 invoice amount' setting is enabled \# stripe integration tax transactions for zero amount invoice items are created in stripe when 'hide invoice items with $0 total amount' is enabled the tax transactions for zero amount invoice items will no longer be created in stripe when when 'hide invoice items with $0 invoice amount' setting is enabled