Module
Requests
Submitted
Requests
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In Progress
Orders
An extensible workflow for creating and amending schedules.
0
Billing Engine Refactor
Streamlined booking engine ready for stage-based trials and multi-line discounts.
0
Advanced Line Editor
Advanced line editing tools for manipulating parameters over time and previewing their effects.
0
Schedule Line Labels
Line labels allow extra detail to be added to schedule and invoice lines.
0
Planned
Native Invoices
Basic native web invoicing without manual lines.
0
Native Credit Memos
Automatic native credit memo management based on adjustments.
0
PDF Invoices
Generated PDF invoices attached to email notifications and web invoices.
0
Multi-entity Schedules
Support for multi-entity customer billing in a single schedule.
0
Organisation Settings
Self-service organisation settings panel.
0
Xero <-> Native Integration
Xero integration for native invoicing, payment, credit and revenue recognition.
0
Price Escalation
Automatic periodic price escalations at the catalog level.
0
Price Rates
Allows the rate and term of a price to be specified independently.
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Native Taxes
Configurable tax rates for catalog items and schedule lines.
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Revenue Recognition Schedules
Automated management of revenue recognition schedules and accompanying journals.
0
Zoho CRM Customer Sync
Customer synchronisation with Zoho CRM.
0
Native Refunds
Manual refund workflow integrated with credit memos.
0
Backlog
Dynamic Discounts
Discounts that apply according to conditions based on the schedule and it's lines.
0
Basic Quotes
Quoting integrated with orders and schedules.
0
Native Bank Payments
Automated reconciliation of manual bank payments for invoices and refunds.
0
Quick Prices
Quick price creation when creating a schedule.
0
Basic Reporting
Annual and monthly recurring revenue reporting.
0
Completed
Multi-tenant Authentication
Enabling rollouts without custom deployments.
0
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