October 24, 2024
Better management of predefined terms
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approval conditions can be built to ensure that orders are routed for approvals if predefined terms on them are outdated i.e. they have been edited after being added to orders
September 27, 2024
Create bulk run for automated invoices
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.
September 27, 2024
Multiple bank account support
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.
September 27, 2024
Define currency at Order level
Feature
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Quote-to-Revenue Platform
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.
September 27, 2024
Custom fields on opportunities
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.
September 27, 2024
Order owners are now able to approve their own orders
Order owners can now approve their own orders, if they are configured to be approvers in the approval workflows.
September 27, 2024
Email Sent field in Invoice Details
Subskribe now displays more email information on Invoices to better assist Billing Clerks in understanding current email delivery status of various invoices.
September 27, 2024
Discount % visible on order line item
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 %.
September 27, 2024
UI Customization
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.
August 29, 2024
New Reports: AR Subdger and Accounts Contacts
Enhancement
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Advanced Analytics
Two new reporting areas are available now within our Advanced Analytics platform: AR Subledger and Account Contacts.
August 29, 2024
ARR Override
Enhancement
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Advanced Analytics
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.
August 29, 2024
Signature date will be auto generated
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.
August 29, 2024
Rate card enhancements
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
August 29, 2024
Invoice Preview
Enhancement
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Quote-to-Revenue Platform
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.
August 29, 2024
Unapply Credit Memo
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.
August 29, 2024
Support for INR and SEK currencies
Enhancement
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Quote-to-Revenue Platform
Subskribe now supports INR and SEK currencies within the platform.
August 29, 2024
Salesforce Managed Package 1.82
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.
August 29, 2024
Advanced Tables
Feature
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Quote-to-Revenue Platform
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.
August 29, 2024
Foreign Exchange Conversion Handling for Product Catalog
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.
August 13, 2024
Salesforce Managed Package 1.80
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.
August 13, 2024
Default Values for Custom Fields
Enhancement
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Quote-to-Revenue Platform
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.
August 13, 2024
Show Delta Values on Cancel + Restructure Orders
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.
August 13, 2024
Preserve Order Line Sequence
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.
August 13, 2024
Order Email and Order Name added to Orders table
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.
August 13, 2024
AR Aging Report - By Document
Feature
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Advanced Analytics
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.
August 13, 2024
Submitter Notes for Approvals
Sales reps can now input notes while submitting their quotes for approval. The note is sent to approvers and provides context into approval requests.
August 12, 2024
Salesforce Managed Package 1.79
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.)
July 22, 2024
Custom Fields for Composite Orders
Enhanced the user workflow to support editing custom fields for two types of composite orders: Amend + Renew and Cancel & Restructure.
July 22, 2024
Hide Plan Info on Order View
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.
July 22, 2024
Rev Rec Rules Moved to Settings
Enhancement
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Revenue Recognition
Creation of revenue recognition rules is moved from the “Revenue Recognition” pane to the “Settings” pane. The capability is only available to admins.
July 22, 2024
E-Signature Status Report
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.
July 22, 2024
Salesforce Managed Package 1.78
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.
July 22, 2024
Flexible Subscription Start Date
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.
July 22, 2024
Customer-Only Signature Option for DocuSign
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.
July 22, 2024
Revert Last Update
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.
July 22, 2024
Delete Subscription
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.
June 5, 2024
Settings Page Reorganization
Enhancement
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Quote-to-Revenue Platform
The settings page has been reorganized to allow for more intuitive groupings of settings related to the Product Catalog.
June 5, 2024
Expected Unit Sell Amount Support
The goal-seeking functionality in the order creation form has been enhanced so that users can now calculate the discount percentage by entering a specific unit sell price, in addition to the previously available option of entering the total sell price. This improvement offers greater flexibility and precision in pricing strategies.
June 5, 2024
Inline Editing of Custom Fields on an Order
The order creation flow has been enhanced to allow for inline editing of custom fields within the order.
June 5, 2024
Subskribe Zeppa, a Rules-Based Customization Engine
Zeppa is Subskribe's rules-based engine that makes it easy for any user to adapt Subskribe to satisfy their own particular business needs. Zeppa defines and supports a wide range of actions so you can tailor your business’s quoting process.
Read our blog post for more details on Zeppa.
June 5, 2024
Usage Model with Overage Charge (Usage Override)
Users can now override the price of a usage charge with a per-unit charge model at the order level, providing greater flexibility and control over pricing.
June 5, 2024
Anrok Integration
Subskribe now supports integration with Anrok, a cloud-based platform for automating tax calculations and tax filing. This feature enables organizations to connect Subskribe with their Anrok accounts with a single click.
Once integrated, Subskribe automatically calculates taxes on invoices based on the tax jurisdiction of your customers and the Anrok tax categories applied on your SKUs. Once the invoices are posted, Subskribe automatically posts these transactions on your Anrok account for tax filing purposes.
Additional features supported as part of this integration include:
- Ability to verify contact addresses
- Support for tax exempt accounts
- Reversing/voiding tax transactions on Anrok when invoices are voided
June 5, 2024
Create Custom Fields for Workflow Approvals
Use "text" and "single select picklist" type custom fields created for your accounts, orders, and order lines, to build conditions for your approval workflows.
June 5, 2024
Subskribe Multi-Entity
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.
June 5, 2024
NetSuite Invoice Sync
Subskribe now supports a native integration with Oracle NetSuite to ensure Quoting and Invoicing remain in sync.
May 2, 2024
Net Recurring and Non-recurring Discount %s Available for Approval Conditions
Recurring discount % and non-recurring discount % are now available for creating order-level conditions in approval workflows.
Here is how these fields are calculated in Subskribe:
- Recurring discount %: Net discount given across all recurring (including % of charge) charges on the order
- Non-recurring discount %: Net discount given across all one-time charges on the order
May 2, 2024
Ability to Reopen a Closed Opportunity
Users will now be able to open closed opportunities from the opportunity pane on Subskribe. This will allow users to create and execute new orders for that same opportunity in case the earlier subscription had to be deleted/canceled.
May 2, 2024
Async Finance Operations
During month-end close, revenue recognition entries, journal entry previews, and finalized journal entries will now all be performed as an offline task. Tasks are saved and managed within the system to understand the task’s state and what is being included within the task itself.
April 11, 2024
Subskribe Amendments, Renewals, and Cancellations for Salesforce
With managed package 1.73, "Subskribe Order Type" is now a mandatory field on opportunities. Sales reps can set the appropriate value for this field (New/Amendment/Renewal/Cancel) while creating the opportunity. Subsequently, when sales reps create Subskribe orders from their Salesforce Opportunities, the system seamlessly takes them to the New, Amendment, Renewal, or Cancel order forms on Subskribe.
Please note that Subskribe’s existing customers upgrading to 1.73 will need to manually configure "Subskribe Order Type" as mandatory and set the default value of this field to "None."
April 5, 2024
Charge Description Length Increase
The length of the description field on charges in the product catalog has been increased to 1,000 characters.
Sorry, no release notes found with those criteria.