A breakdown of the features released, bugs fixed and other details for May 2023.
Click on the links below to jump to specific dates within the article:
All releases may include minor UX improvements, Link corrections etc.
May 3rd, 2023
Features Released:
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A new actions bar. The action bar enables you to see and perform the following actions: CSV Imports | Grid/List View | Sort By | Filters | Clear | Approve | Set Effective Date
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Filters have been updated and expanded.
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Users can filter by Accounts, Contracts, Contract Type, Services, and Vendor or distributor.
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Type, Frequency, and Cut-off Date
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- Dark Mode - Expands to include the CSV modal and profile pages
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Bugs Squashed:
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Vendor Integrations would show as coming soon instead of being accessible for vendors building who used the disabled endpoint.
- Connectwise Manage approving a no change charge would error.
- Bulk dismiss/approve showed a count of zero regardless of the number of cards selected.
- Performing a bulk action while scrolled down on the page would action but then scroll to the top of the page
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May 10th, 2023
Features Released:
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- Set Effective Date - Bulk actions. You can now select several service cards and set the effective date as a standalone action.
Bugs Squashed:
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- Cancelling out of a CSV import profile mid-setup caused the profile to be deleted.
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Filtering by 'account name' as well as 'show new revenue' would not display the new revenue cards.
- Filters were not persisting from list to card view.
May 17th, 2023
Features Released:
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- Adjust Card improvements
- You can now see and set the cost per unit on a per-contract basis if your PSA supports this.
- Assign new found review to a contact.
- See additional information within the adjust card, such as the contract start and end dates and terms.
- Adjust Card improvements
Bugs Squashed:
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- Cancelling out of the liongard integration setup was not backing all the way out of the setup flow.
- Dark theme errors were displayed with incorrect colors, making them unreadable.
- Datto Autotask could not adjust contact dates outside of the current contract month.
- Selecting a date for a contract that was before the start date would error with no message or page change.
Hotfix:
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- Datto Autotask syncs would fail for some users after our release on May 10th; this was identified as being caused by an update to the billing cycle type. Our team corrected the issue and released a hotfix to ensure all syncs were complete.
May 24th, 2023
The release today did not have any partner-facing bugs associated. This release was in preparation for new features launching on June 1.
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May 31st, 2023
Bugs Squashed:
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- Initial syncs did not display the correct messaging to advise the sync progress while it was completed, preventing the first billing page from loading as expected.
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Datto Autotask - Partners from the Netherlands experienced an issue where adjusting the service cards would reverse the month and day fields for the effective date.
- Bulk effective date - In list view only, would not reflect the correct date in the PSA.
- Integrations would temporarily display both success and error messages on the authentication page if incorrect credentials are entered.
All releases may include minor UX improvements, Link corrections etc.