In this fall release, we have made some efficiency improvements to the system backend, along with some powerful integration work. Here are a few highlights from this October 22, 2024 release.
Feature Highlights
HubSpot Configurations
In this release, we added configurations to all aspects of the Stax Bill HubSpot integration.
We have also added the ability to restrict users to the integration, which allows you to allow access to some parts and define Admin and Clerk roles.
See Configuring HubSpot Settings in Stax Bill for additional information.
Enhancements
Invoice Reference Date
We have added the ability to use a reference date on invoices. This can be helpful when invoices are generated late, as you can use this reference date instead of the posted date.
You can modify and use the reference date on ready draft invoices, and this can be configured in the Setting >Financials >Invoice section of Stax Bill.
If you have multiple draft invoices for which you wish to use the reference date, you can use the bulk job to add a reference date to multiple in one export. See Post-Ready Draft Invoices.
Corrections
- 56349: Salesforce opportunity purchases don't fully link and/or activate.
- 59692: Incorrect current MRR calculations for unincluded subscription products during charge reversal.
- 60088: Purchase information is not made to Salesforce from iframe.
- 60218: Billing locks out accounts for a couple of hours after race condition.
- 60441: Gateway - Stripe Connect failed to setup.
- 60447: Export reconciliation journal summary missing debits and NSFs.
- 60469: For Multicurrency, the "SetPriceLimit" API endpoint allows to set for the single currency.
- 60472: Cloning Tool, Plan failed to carry over due to custom field.