Release Note - Fall '22

In this release note, you'll find out what's new in this version, what's in it for you and how to implement it.

What is a Frisbii Release Note?

A release note covers all the new features present in a new version of Frisbii: functionalities, bug fixes, improvements to the user experience and updates to our knowledge base.

This release note is intended for all users of the Frisbii application and, more specifically, for administrators of the Salesforce org on which it is installed.

We update our release notes as soon as possible, after each new version of the Frisbii application. Our Release Notes provide brief descriptions of the improvements and new features we've introduced.

How is the update performed?

The new version is available on request, subject to availability. If you are interested in this new version, please open a request on our support community (see Creating a request) asking for the update.

To ensure that the update runs smoothly :

Check the impact of the change by reading this article: Feature lists by version compared with your current version,
Test your environment following the Frisbii update.

Key features

Here are the major new features you'll find in Fall '22.

Consumption-based billing

For whom
For all Frisbii Finance or Administrator users.

Why
You offer contracts based on consumption or usage, and you want to adapt billing to your customers' actual consumption. You need :

flexible billing, enabling you to enter the units consumed by your customers (depending on your business - kWh, kg, g, hours, minutes...etc) and to bill units that exceed the subscribed package,
specific reports to monitor actual invoicing and adapt it if necessary.

Demonstration
In order to demonstrate the new functionality in our application, we have prepared a short tutorial:

How
From Fall '22 onwards, Frisbii will offer you a number of new objects: Real activity, Product consumed, Contract. From the Product object, you can decide for each of your products whether or not it is part of Consumer Billing. You also have the option of adding the Unit of measurement field, a new pick list on which you can add the values you want.

Here's an article that explains how it works in detail: Invoices - Consumption-based billing.

New mandatory information on PDF

For whom
For all Frisbii Finance or Administrator users.

Why
Your customers' RCS City and RCS Letter fields are now mandatory fields to be displayed on invoice PDFs.

How to
You can fill in these fields for either accounts or accounting data. We've adapted the templates in our package to display this mandatory information correctly. If you don't use this object, we use the account values. Here's more information.

Fixes and improvements

Manual emailing

Access to folders and email templates
Starting with the new Lightning component for sending emails from the invoice, it was no longer
possible to access Classic email templates and their folders, if you have set up
many Classic email templates. This has now been corrected, and we also manage large numbers
of models.

Penalties for late payment

Modification of text displayed for French company names
The default text for the Late penalties field available on
the Corporate name object has been adapted to comply with regulations:

Any delay in payment will result in the application of a late payment penalty at a legal interest rate equivalent to that applied by the European Central Bank (ECB) to its most recent refinancing operation plus ten (10) points and a fixed recovery indemnity of €40, in accordance with the provisions of article L. 441-10 of the French Commercial Code.

Locking issued invoices

Changes to locked fields and removal of the Lock/Unlock button
We have updated the list of locked fields andchanged the way the lock on issued invoices works.
The Lock/Unlock buttons on the invoice have been removed, since custom fields are no longer part of the lock on the issued invoice, and mandatory fields cannot be modified under any circumstances.

Language management

Translation of the Frisbii application into German
If you wish to use our application in German, you can request an update of your org by writing a request from your Frisbii community.

If you're interested, we'll let you know how the translation of our documentation into German is progressing.

New Subscription item

Add "Biennial" periodicity

From now on, you can generate 24-month subscriptions, if this is in line with your quotations. From an opportunity or from a quotation, from the "Periodicity" selection list, you can choose the "biennial" value, corresponding to 1 deadline covering 2 years (example: 01/06/2022 to 31/05/2024). You can then create a subscription that automatically takes this value.

Other Fall '22 corrections:

Correct management of payment schedule:

If the automatic payment option has been activated in the corporate name: Following the modification of the invoice line and the new generation of a payment schedule, an additional payment has been created. This has now been corrected.

Corrections to billing adjustments :

(1) When cancelling several subscription items without an end date, the credit note did not contain all the subscription items. We've corrected that.

(2) When adjusting a subscription item on which the end date had been brought forward, the period of the adjusted invoice line began with the new end date + 1 day and ended with the old period end date.

From Fall '22 onwards, the end date of an adjustment invoice line is based on the period actually regulated, and not on the difference between the old end date of the subscription item and the new end date.