This month we have continued working on the Insight tab of Younium. Adding a posibility to see the CMRR & ACV for your legal entities.
We also strive to make the Younium App as easy to use as possible. Hence we have done improvements to the UI. And that is our key message for this release note, please activate the new Younium Order view to get the best App experience as possible.
As always there are some small goodies for specific features such as improvments of the Hubspot connector.
New Order view
It is now possible to enable the new enhanced Order view.
As an effort to improve the usability of the Order view in Younium, we are now introducing a new action header and a clean-up of the information presented on an order. Most important to this change is that the “Cancel ” function has updated logic.
- The cancellation guide allows you to preview your actions before implementing them
- Cancel all charges in an order at once or cancel each charge on an individual date
- Clean up and grouping of order data
Please note that the date picker to set “The first day of cancellation” has been substituted with an “End date of the charge.” Instead of setting the cancellation's first valid date, you set the date when the order should be canceled. The cancel product feature on the product charge follows the same logic.
Each user in Younium needs to enable the view; here is how you do it: Settings > General, Enabled features - New order view.
Please note that all improvements to features and design going forward will be made with the updated orderview, and the existing orderview will, at some point, be sunsetted.
Insights for all your legal entities
Four new widgets have been added to Insights. They are publicly available in the beta process under “Preview.” These widgets enable you to follow your CMRR/ACV consolidated for all legal entities in the tenant. This meansyou can follow your KPIs across your whole group, which potentially consists of different legal entities with different base currencies. To enable the consolidation, one legal entity has to act as responsible for the group currency consolidation; there is a setting on Legal entity in Younium for this.
Set billing period on Order
A new simplified way of setting the Billing period is now available in Younium. If you have the same billing period on all Order charges, it is now possible to configure the billing period on the Order header instead of on each Order charge.
This is enabled under Order settings; when enabled, there is a new field visible on the Order header where the Billing period can be configured. When the Billing period is enabled on the Order header, the field is read-only on the Order charges. You will also get a notification when changing this setting.
Swiss customers - QR Bill in Younium
For legal entities in Switzerland, Younium now supports the mandated QR-Bill. When enabling this in invoice settings, you can add the QR code section to your invoice layout.
The use case is when a Younium customer wants to send Invoices from a Swiss Legal entity to a swiss client.
Hubspot integration updated with Quantity on the line item.
We have updated the Hubspot connector and deal to order flow, to be able to set a quantity on the Line Item that then will be transfered to the product charge in Younium.
This update allows those who sell Quanity-based products to use the Hubspot connector.
The typical use case would be seat-based pricing.