## December 2022

### Console Updates

- New Prepayment/Commitment details page accessed directly from Account>Prepayments tab. Includes Prepayment Fee details and Fee billing dates.
- Added links to Plan, Plan Template, Meter, and Aggregation from the Pricing Edit form.
- Added Custom Fields for Aggregations and Compound Aggregations.
- Account Custom Fields sorted by key now displayed on Account Overview>Details card.
- New switch in the Organization Configuration form to suppress generating bills when they are empty.
- Added Code field in the Balances tab.
- Added Currency Code to Account Details card.
- Implemented inline Learning Center panel with direct links to documentation and context-sensitive Help call outs.
- Added gift-box button for direct access to latest What’s New blog.
- New String manipulation functions available for calculations.

### Resolved Issues

- Fix: Billing spinners showing after job is complete.
- Fix: Timezone related issues with bill dates when running billing, approving all bills or setting the lock date.
- Fix: Long balances layout issue.
- Fix: Destinations list data in External Mappings.
- Fix: Restored account name to Account Details page.
- Fix: Prevent long account names breaking layout.
- Fix: Exclude archived currencies from the currency drop-down.

## November 2022

### Product Updates

- New Events and Notifications feature available in the API. Define and implement notifications that are triggered by system events in your m3ter Organization.
- Automatically send outbound Bills from m3ter to Paddle with updated native Paddle integration.

#### Billing

- **Bill Management enhancements**  - Can now run bill jobs within an Account.
  - New Bill Job modal enabling billing of one or all bill frequencies based on bill date.
  - Can now view all bills within a period - m3ter will show you all the Bills from the 1st of the month to the current day.
  - Added ability to delete one or more pending bills.
  - Can now view running bill jobs in the Console.
- **Bills**  - New field **invoiceRef** added to Bills.
- **Accounts**  - Added account currency setting, which enables setting a different billing currency against an account. Optional field.
    - Allows Bill Jobs to be run from UI and use the account currency setting.
    - If left blank, the organization billing currency is used.
- **Organization**  - _External Invoice date_ can now be set in the Console and via API _(new field externalInvoiceDate)_. Use case is when recognizing usage revenue in the same period that it is consumed, rather than in the following month.
  - _Days before bill due_ setting now available to enter the number of days after bill generation date that you want to show on bills as the due date.

#### Miscellaneous

- New Currency pick list for use when defining the currency for an Organization, Account, Plan Template, Plan Group, Balance, or Prepayment/Commitment. Required currencies must first be defined at Organization level, which helps prevent billing errors due to mixed and undefined currencies being used.
  - Allows both standard world currencies to be used or user-defined custom currencies, such as “\[Company Name\] credits”.
- Bill Jobs now use the account currency as a default. If not set at the account level, the default Organization currency is used by the Bill Job.
- Twelve new bill period variables now available for use in compound aggregation calculations giving tight control over the number of hours, days, or dates in a billing period.

```ts
hoursInPlanArrearsPeriod
hoursInPlanAdvancePeriod
datesInPlanArrearsPeriod
daysInPlanArrearsPeriod
hoursInBillArrearsPeriod
datesInBillArrearsPeriod
daysInBillArrearsPeriod
hoursInBillAdvancePeriod
datesInBillAdvancePeriod
daysInBillAdvancePeriod
```

### Console Updates

- Show option to select currencies on any screen that require a currency.
- Added approve all bills modal - new pop-up that enables you to set the bill approval date for the selected bills.
- New remove / unlink to child accounts list - easy access to remove child accounts from a billing hierarchy.
- Bill line item rows now always show service periods.
- Can now test notification rule calculations.

### Resolved Issues

- Fix: Consuming Balances for Bills fails at first attempt.
- Fix: Incorrect units on parent breakdown line items.
- Fix: Commitments / Prepayments error when trying to save prepayment after switching between billing options.
- Fix: Bill item service period not reflecting account plan effective dates in some cases.

## October 2022

### Product Updates

- New Balances functionality that enables crediting accounts with positive or negative amounts.
- New “native” integrations for NetSuite and Stripe, which allow the set up and configuration for controlling outbound Bills flow for these integrations to be performed directly in the Console.
- New user defined custom billing schedule option for Prepayments/Commitments.
- New math functions supported for use in Derived Field and Compound Aggregation calculations:
  - `Math.floor()`
  - `Math.ceil()`
  - `Math.round()`
  - `Math.pow()`
  - `Math.abs()`
- Data Explorer: new “Overage Usage” and “Credit Memo” as line item types.
- Ability to set up tiered overage pricing on Plans for when a Prepayment/Commitment has been consumed.
- If Scheduled Billing is enabled for Organization, allow a 24 hour grace period beyond active Plan end date to include charges due for late-arriving usage data in Bills.
- New Ad Hoc Bill line item type for ad hoc charges, such as for charges on Prepayments/Commitments that have a manual (custom) bill schedule.

### Console Updates

- Alerts modal size is reduced.
- Improved UX for adding a default segment.
- Pricing:
  - Added overage pricing bands to the Pricing form.
  - Added time controls for start and end date entries to the Pricing form.
  - Duplicate pricing is now possible when overriding from a Pricing template.
  - Pricing wizard now allows negative pricing.
- For clarity and to remove doubt, the text “inclusive” (start date) and “exclusive” (end date) has been added to the configuration form Date field labels.
- The Remove User button in User Settings now removes the Organization user.
- The Scheduled Bill Interval options now include 15 minute and 30 minute interval options in addition to hourly interval options.
- Added a Contract field to Prepayments and Account Plans.
- New Balances tab on Account details page.
- The Code field in the Plan creation form now has a user editable default Code value auto-generated.

### Resolved Issues

- Fix: Bill webhook not firing on approved bills.
- Fix: Commitment form fee dates validation.
- Fix: Prepayment bug when switching from old Prepayments to scheduled billing.
- Fix: Resolved potential XSS problem in `returnPath` query parameter.

## September 2022

### Product Updates

- Initial Pay-As-You-Go (PAYG) release:
  - Top-up balances for an account as many times as required.
  - Ability to draw down account balances via billing or manual adjustments.
  - Time-bound balances with the option of a grace period.
- Improved billing hierarchies for parent/child account billing:
  - Bill a child account with pricing at the parent level.
  - Rollup child billing to the parent on a single bill item.
  - Create a Bill item per child account with price averaging.
- Negative pricing and the ability to generate negative Bills:
  - Enables you to refund your customers for unused services.
- Can now add Bill line item descriptions for Standing charges and Minimum spends.
- Auto-approve Bills. Can now schedule automated Bill approval from 15 minutes to 10 days after Bill generation.

### Console Updates

- Pricing band range now visible on Bill items.
- When creating a new entity and you enter a Name, a Code is auto-generated based on the Name.
- Number field formatting now shows a thousands separator.
- A last updated date was added to the Alerts list modal.
- Improved Data Explorer Query Builder form for easier filter selection.
- Pricing Schedule can now be opened directly from pricing grid.
- Historic/future pricing can now be shown in the pricing grid.
- Better Pricing Schedule layout to suit smaller screens.
- Ability to add start/end dates to all pricing.
- Added Account Plan details to custom Plan details page, with links to edit Plan. Same for Account Plan Group/custom Plan Group.
- Accounts page ‘Plans’ tab renamed to ‘Attached plans’ to make clear the separation between Plan and Account Plan.
- Added **Duplicate** button to Prepayments/Commitments list.
- Added scheduled Bill interval setting to Org Config page for regular updating of Bills.
- Added link from Bill details to Account.
- Replaced Bill Period with Bill Date in several places.
- Added search to popup entity selectors _(for example, when picking an Aggregation from pricing grid)._
- When adding child accounts to a parent, a searchable Select Accounts modal is now shown.
- Data Explorer usage data Query Builder now shows both Account name and code in selection list.

### Resolved Issues

- Fix: Update Org config form validation _(issue with using 0 as the bill schedule)._
- Fix: Prepayments Data Explorer calculation bug.
- Fix: Include global Aggregations in missing data check.
- Fix: Re-open date pickers on the selected month.
- Fix: Stop date pickers causing double scrollbars.
- Fix: Correctly show active/inactive for plan template pricing on pricing schedule.
- Fix: Pricing edit when using negative values for fixedPrice/unitPrice.
- Fix: Account tabs not fitting on smaller screen widths.
- Fix: Speed up Data Explorer by loading data batches in parallel.
- Fix: Lists create button enabling/disabling _(for example, when creating Compound Aggregations and you only have global Aggregations)._