Approvals now supports the “Does Not Equal” operator for building line item level approval conditions for the PlanId attribute.

There is support now for defining Automated Invoice Rules at the entity level, so your various operating entities can have different rules that run on their own schedule and with their own parameters.

Users can now build approval conditions involving Opportunity Id for their composite orders.

Example: Individual orders within the composite order can be routed for approvals if an opportunity is not associated with the composite order. 

Users can now download a report listing all users in the system along with their roles from “Reports” section on Subskribe.

Total Discount and Total Discount % fields are now visible on Order header and are also sent in the approval related Slack notifications.

The system now supports org-hierarchy based approval workflows for cancel and restructure orders.

Admins can now optionally bypass all approval workflows for an order. When they do, the order is automatically moved to the approved state, and the audit trail captures the name of the user who performed this action.

Please note that this feature is available by request. Customers can reach out to Subskribe to have this feature enabled.

Users can now email invoices in bulk from the Bulk Invoice Run. An invoice's email status can also be easily seen on the invoice itself.

We have introduced new bindings within Zeppa that allow users to create additional logic based on Payment Terms.

We have introduced new reporting areas within our Advanced Analytics tool:some text

1. Accounts & Contacts
2. Account Cohorts
3. Invoice Previews
4. Order Approvals 
5. Order Terms and Conditions
6. Usage

We fixed a bug on our Cancel + Restructure composite order that sometimes resulted in a Null exception.

Admins can now edit predefined terms even when they are in use on the orders. 

Once edited, a new version is automatically created by the system. The older version continues to remain attached to the already created orders, while the new version is available to be used on all new orders.

Also, plans will automatically point to the latest version of the predefined term, once available.

Additionally, approval conditions can be built to ensure that orders are routed for approvals if predefined terms on them are outdated i.e. they have been edited after being added to orders

A new field Delta ARR % is now available for users to create approval workflow conditions. This field will help users to route renewals for approvals, if the Delta ARR % does not exceed the desired uplift/inflation %.

Subskribe now has the ability to customize some elements of the UI to better suit business requirements. Customizations include: default value, show / hide, arrangement of certain UI elements.

Discount given to each SKU is now visible as Discount % on each line item. Users no longer have to click on the discount window to view the Discount %.

Subskribe now displays more email information on Invoices to better assist Billing Clerks in understanding current email delivery status of various invoices.

Order owners can now approve their own orders, if they are configured to be approvers in the approval workflows.

Users can now create custom fields on opportunity objects as well. The custom fields can be of type Text, Pick list and Multi Select Pick List. Users will also be able to create approval workflow conditions using the opportunity level custom fields.

Users are now able to associate an Account with multiple currencies. Before this feature, an Account could only reference a single order currency for all orders. Now, users have the flexibility to select the desired transactional currency of an order. This allows for true global quoting capabilities to sell into any geo under any currency.

Users can now record payments to many bank accounts in the system. Before this feature, Subskribe only supported a single bank account in the system. Now, you can create any number of bank accounts to record payments against, and all of the downstream accounting handles recording cash into the appropriate GL account.

Users will now be able to manage all invoicing operations within the Bulk Run table for both manual invoicing and automated invoicing. With this feature, every automated invoice run will now generate a Bulk Run for billing clerks to review, post & email invoices from. Users are also able to see where a given invoice was generated from (manual Bulk Run, automated Bulk Run, or user posting) and link to the given Bulk Run they were generated from.

Subskribe now supports robust foreign exchange conversion mapping for your product catalog. Instead of having to proliferate many offerings in various currencies, Subskribe supports the ability to define a single Catalog Currency in which all plans are created, and then add conversion rates for that Catalog Currency in various supported currencies in the system. In other words, you can build your entire catalog in USD, and then define FX rates for your supported currencies. This allows all USD currencies to be translated into the supported mapped currencies. By being able to support this conversion mapping by effective date, and supporting robust rounding consideration, and still allowing you to create currency specific offerings, Subskribe has created a premium conversion handling for your complex product catalog.

Users can now filter, search, and sort within tables with more power as well as include and exclude columns from their table view. Click here to watch an overview of Advanced Tables.

The following changes are included in this managed package:

• Introduction of Transactional ARR Metrics to easily represent deltas in ARR over time along with classification of ARR.
  
  
• A new field called Subskribe Order Name is introduced on the Salesforce opportunities. During the sync process, Order Name field on Subskribe Orders is synced to this newly introduced field. This gives additional context to the users, when there are multiple orders (primary and secondary) associated with an opportunity.
  

Subskribe now supports INR and SEK currencies within the platform.

Users can unapply a credit memo from an invoice, and re-apply that credit elsewhere. This increases the flexibility of overall billing workflows and helps users easily undo and fix mistakes made during credit application.

Users can now visualize an Order’s Invoice schedule prior to order execution. This ensures exactness in what order is being built and what the end-customer can anticipate from an invoicing perspective.

The following updates to rate cards are included in this enhancement:

• Users can now add new attribute values for price attributes
• Users can add new attribute combinations for rate cards with new price

Up until now, the “Date”  field on the signature block was allowed to be edited by the signatories, but now the “Date” field will be automatically set to the date on which the document is actually signed.

Subskribe now offers the ability for users to overwrite system generated ARR computations. This ensures that any potential company specific handling of ARR can be supported. Approval workflows are in place to allow review of any order where ARR has been overwritten.

Two new reporting areas are available now within our Advanced Analytics platform: AR Subledger and Account Contacts.

Sales reps can now input notes while submitting their quotes for approval. The note is sent to approvers and provides context into approval requests. 

This new AR Aging report allows users to see each open and aged document (vs an account summary roll up).  The report enables billing teams to easily identify an open document in question and streamline collections to reduce DSO for their business.

We've added two new columns to the Orders list table for better visibility: Order Email and Order Name. This update makes it easier for users to find and manage their orders.

Within Subskribe, order lines create subscription lines during order execution. And upon subscription renewal, subscription lines become order lines. Today, these orders don’t maintain a line sequence, so order line 1 may become subscription line 2, etc.

This enhancement preserves the order line sequence throughout the order -> subscription -> order lifecycle to ensure consistency within the product and on external documentation sent to end customers.

This enhancement introduces new order lines being synced to your CRM. Before this enhancement, Subskribe only synced restructure line items to CRM. This caused some confusion in delta ARR reporting within the CRM. With thus enhancement, Subskribe now syncs cancel lines as well so the full cancel + restructure delta ARRs can be reviewed in your CRM.

Users can now set default values for custom fields in Subskribe. The custom field object has been enhanced to include default values, streamlining data entry processing and ensuring data consistency.

The Salesforce Managed Package has been updated to include the following:

• Subskribe Order Name: Subskribe  now syncs Order Name to the Subskribe Order object on Salesforce opportunities. This gives you additional context when there are multiple orders (primary and secondary) associated with an opportunity.

The Salesforce Managed Package has been updated to include the following:‍

• ARR Transactional Data: This enhancement introduces a new CRM object which allows complex and robust ARR reporting to be supported within CRM. Users can now easily run reports to show ARR bookings for a given time window, or total ARR from inception to date. This can be broken out by account or product, and can also be broken out by an ARR classification (New, Add-on, Upsell, etc.)

Users can now delete subscriptions from the Subscription pane on Subskribe, as long as no invoices have been generated or no revenue has been recognized for that subscription. This capability Is only available to the admin role.

Users can now undo the last amendment on a subscription by using “Revert Last Update” capability from the Subscription pane, as long as no invoices have been generated or no revenue has been recognized for that subscription. This capability is only available to the admin role.

If your organization’s e-signature process requires only that your customers sign the order form to complete a contract, Subskribe now supports that capability for DocuSign.

The field “Order Start Date Type” is now available on orders. Users can set this field as “Fixed” or “Order Execution Date” while building orders. 

If “Order Start Date Type” is set as “Order Execution Date," the order start date/subscription start date dynamically changes to the execution date specified by users at the time of executing orders.

This capability is only available on request. Please reach out to your Subskribe point of contact if you are looking to use this capability. 

The Salesforce Managed Package has been updated to include the following:

• We now sync all secondary orders apart from just the primary order for an opportunity. The “Primary Order” flag on the Subskribe Order object on Salesforce allows you to distinguish between the primary order and secondary orders.
• Order Start Date Type is now synced on the Opportunity object. This can be either Fixed or Order Execution Date.

This new report allows users to learn more about the e-signature status of an order that can be either Sent, Viewed, Partially Signed, Completed, or Voided.

Creation of revenue recognition rules is moved from the “Revenue Recognition” pane to the “Settings” pane. The capability is only available to admins.

Users can now check “Hide Plan Info” on the Order Items section to hide all plan level details on their orders. When checked, the view offers a more concise view of the order by showing details for “Charges” added to the order only.

Enhanced the user workflow to support editing custom fields for two types of composite orders: Amend + Renew and Cancel & Restructure.

Subskribe now supports a native integration with Oracle NetSuite to ensure Quoting and Invoicing remain in sync.

Subskribe’s out-of-the-box functionality for Multi-Entity organizations allows easy segregation and tagging across various business units or regional entities within a single Subskribe login. Easily control user access while mapping accounts and product catalogs to be used across entities or bound to a single entity. Seamlessly provide consolidated reporting across operating entities.

Read our blog post for more details on Subskribe Multi-Entity.