Astral Recurring Invoices

Version History

Current Version

19 September 2023

Version 1.10.22.0



New Functionality

No new functionality was added to this release.

Issue Resolutions

The extension now targets Business Central Version 22.

A small change was required to make the extension compatible with the next major release of Business Central (Version 23). We had to remove a subscription to a deprecated integration event in relation to the Invoice Post. Buffer.

Coming Soon

There are no major changes planned.

    

For information on how to update the extension or how to check which version you have, click here.

    
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Older Versions

New Functionality

There is no new functionality in this release.

Issue Resolutions

The Deferred Entries report showed incorrect totals when running for historical purposes. For example, at year end P+L Releases may have been posted in relation to an invoice not being reported on as it was after the year end. The releases are now also included in the report.

When an invoice is created from the Recurring Invoice, the standard 'Deferral Code' field was not being validated.

The extension subscribed to a standard event trigger that has been made obsolete. The extension now subscribes to the replacement event instead.

Coming Soon

We will be adding the ability to flag a Recurring Invoice for "Intervention Required". When the Recurring Invoice is flagged as "Intervention Required", when running "Make Invoices" if the schedule determines that an invoice should be created, it will instead set an "Intervention Status" field to "Required", and will be highlighted on a Role Centre Tile. Once the Recurring Invoice has been manually updated, setting the "Intervention Status" to "Completed" will allow the invoice to be created. The concept will be that you can then manually update the invoice template, or have custom logic built by your Business Central reseller to make amendments to the template (e.g. an RPI price increase) prior to having the invoice created.

New Functionality

There is no new functionality in this release.

Issue Resolutions

The Annualised Contract Value report was incorrectly excluding some entries.

Coming Soon

There are no major improvements scheduled.

New Functionality

There is no new functionality in this release.

Issue Resolutions

The Annualised Contract Value report ran in a continuous loop while building its dataset for specific Invoice Schedules.

Coming Soon

There are no major improvements scheduled.

New Functionality

There is no new functionality in this release.

Issue Resolutions

There was an issue with the address fields that were populated on to the Sales Invoices that were created from the Recurring Sales Invoice. If the Customer Address was changed and the Sell-to option was set to 'Default (Customer)' the sell-to address fields were correctly updated. However, the Ship-to and Bill-to address fields were not updated on the new sales invoice if they were set to 'Default (Sell-to Address)' and 'Default (Customer)' respectively.'

Coming Soon

There are no major improvements scheduled.

New Functionality

There is no new functionality in this release.

Issue Resolutions

Minor changes to the Monthly Recurring Revenue report that was added in the previous release. We found that the report showed expansions and contractions where the Recurring Invoice was set on a schedule that was not monthly. These increases and descreases are now shown in a "Non Monthly Diff." row.

Coming Soon

There are no major improvements scheduled.

The next release will target V21.

New Functionality

We have added "Deferred Entries", "Annualised Contract Value" and "Monthly Recurring Revenue" reports.

We have added a "Collect Annual Data" Menu Action which calls an "Annualised Contract Data" codeunit. This builds a persistent dataset that can be used for external reporting (The codeuit is also called by the new "Annualised Contract Value" and "Monthly Recurring Revenue" reports.)

We made the "Status" field visible by default on the Recurring Invoice page, and added "Release" and "Re-open" action buttons.

The extension is fully compatible with Business Central version 21.

Issue Resolutions

If Approvals are used and the Recurring Invoice was Released, there was an issue in creating the Sales Invoice due to revalidating the Shipment Date on creation of the Sales Invoice. We now suspend the status check on re-validating the Shipment Date.

New Functionality

None

Issue Resolutions

The 'Work Description' field' was not being copied across to the Sales Invoice. This is now resolved.

Coming Soon

Whilst the extension is now compatible with Business Central version 20, the next release will target Business Central version 20.

New Functionality

The extension is now available in Malta.

The extension is fully compatible with Business Central version 20.

Issue Resolutions

None.

New Functionality

The core extension now targets the version 19 release of Business Central.

We have added a Job Schedule Task for auto-creating and auto-posting Sales Invoices from the Recurring Invoice Templates.

We have added Revenue Recognition functionality. This is actually in the form of a Deferred Entries table, which can be populated from Sales Invoices and Purchase Invoices. A processing report is available to populate a journal with Deferred Entries to be released to the Profit and Loss.

We have added A Role Centre for better visibility.

Issue Resolutions

There are no issues that needed to be resolved.

Coming Soon

We will be adding a new "invoicing bucket" table (as you can see, the name is still to be confirmed) that will allow external systems to push data in to the table, and have the data collated and summarised on to the invoice lines that are generated from the template. This will be useful for items such as telephone call data or monthly user software licence changes.

New Functionality

The core extension now targets the version 18 release of Business Central.

Pre-defined Date Placeholders have been removed and replaced with a User-definable table. The User-definable table is pre-populated with the placeholders that used to be pre-defined. This means that the user can now create whatever Date Placeholders they require.

A new Recurring Invoice Category field (a link to a new Recurring Invoice Category table) has been added so that the user can assign a User-definable category to each template. This will allow the user to filter for a specific category, and then generate the invoices just for that category.

A new "Next Invoice Date" field has been added and displayed on the Recurring Invoice List page. It is populated when the schedule changes or after an invoice has been created. The field is also populated as part of the upgrade to the new version.

It is now possible to use all Items, and not just non-inventory ones.

"First Invoice Only" and "Added to First Invoice" fields have been added to the Recurring Invoice line. This means that you can set up a template, including a line that may only need to be invoiced once. If a line has the "First Invoice Only" field ticked, once the first invoice has been created, the "Added to First Invoice" field is ticked and it is then not added to further invoices generated from the template.

The Date Placeholders can now also be used with the "Posting Description" field.

Issue Resolutions

There are currently no known issues.

Coming Soon

We will be adding a Job Schedule task that can be used to auto-generate the invoices.

We will add the ability to auto-post new invoices that have been generated.

We will add a Role Centre and Setup page to better display the functionality and allow for easy configuration of the new functionality.

We will add revenue recognition functionality. The extension currently works with Deferral Templates, but our internal version of the solution has a much easier to use solution that provides more flexibility and better visibility.

We will be adding a new "invoicing bucket" table (as you can see, the name is still to be confirmed) that will allow external systems to push data in to the table, and have the data collated and summarised on to the invoice lines that are generated from the template. This will be useful for items such as telephone call data or monthly user software licence changes.

New Functionality

First release of Astral Recurring Invoices.

Issue Resolutions

None.