Changelog 2024
This changelog lists the new features, functionality, and updates added in each month for 2024.
More on New Features? Please see the Product News blog for more detailed information on the value you can get from the new features in each release.
Version: December 2024
Product Updates
Integration-specific External Mappings. If you want to create multiple separate integrations for an external system, you can create external mappings for each separate integration and these external mappings are then linked to the specific integration they were created for. See Creating Linked External Mappings.
m3ter Connector for Salesforce. Version 0.5 of the Connector is now available - see the m3ter Connector Changelog page for details of the enhancements in this version.
Console Updates
Adding Account Plans to Contracts. Child Account Plans or Account Plan Groups can now be added to the Parent Account Contract. See Adding Child Account Plans to Parent Account Contract.
Salesforce Native Integrations - support for Custom Fields. When setting up a Salesforce native integration configuration for an entity data sync for Accounts or Contracts in your m3ter Organization, you can now select to sync custom fields for these two entity types with fields in your Salesforce Org.
Usability Improvements:
Plan Group Attachment. The Plan Group Attachment page allows users to view details of an Account Plan created when a Plan Group is attached to an Account. For user convenience, the page also allows users to go through the Plans in an attached Plan Group and inspect the details and pricing of those Plans. Previously, Plan selection was rendered outside of any cards on the page, which didn’t help users understand they were looking at details and pricing of the individual Plans in the Plan Group and as distinct from the Account Plan itself. The page has been restyled to make it more intuitive for users and consistent with other areas of the Console.
Updating Prepayment/Commitment Fee Schedule. If a Prepayment fee schedule is updated after Bills have been generated according to the original schedule, recalculating Bills will not update them for the new schedule. A warning is now shown on the Billing Configuration form to alerts users and to remind them to delete and rerun billing to update for the new schedule.
Resolved Issues
Fix: If an invalid CSV file is selected for usage data measurements ingest, an informative error message is now properly displayed to users on the Meter ingest form in the Console.
Fix: An issue where the loading of Bill lists for an Account might timeout has been resolved.
Fix: In the Console Organization switcher list, an issue has been resolved where an Organization with both normal user access and Support user access would appear twice in the select list.
Version: November 2024
Product Updates
Data Export in Preview Release. Data Exports allow you to export data from m3ter into your own systems, giving you the flexibility to create your own reports, user dashboards, and more. Exports can be scheduled as frequently as every hour, and run on-demand as required. If you're interested in previewing the Data Export feature, please get in touch with m3ter Support or your m3ter contact. See Data Exports (Preview) for more details.
Salesforce Integration. The Salesforce native integration in m3ter now supports sending Balances data outbound into your Salesforce Org. This data can then be used for reporting purposes or to support your other business intelligence tools.
Console Updates
Integration Credentials. When creating and managing your Integration Credentials, you can use a new Grid layout page, which has external system logos embedded in the page allowing you to quickly identify which system a Credential can be used with when configuring your m3ter Integrations.
Usability Improvements:
Integrations. Pages that display the external system destinations for integrations, such as the Integration Details and External Mappings pages, now show external system logos for prompt identification of the external system the integration is for.
Searching Plans and Plan Templates. The Product selector field on Plan and Plan Templates pages is now searchable.
Plan/Plan Group Attachment. Plan and Plan Group attachment pages for Accounts have been reorganized and the metadata card relabeled to clearly associate it with the Plan/Plan Group attachment.
List Pages. For list pages, options to show only 5 or 10 items per page are now available. These new options can be used where single page items might be large, such as the Bills list page, and to prevent any delays due to slow loading of multiple items of 20 (the default) and above per page.
Statements for Bills. Users attempting to generate Bill Statements when a Statement Definition does not yet exist at either Organization or Account level are now shown information alerts advising them that they first need to create at least one Statement Definition and assign it at either Organization or Account level.
Pricing details for non-custom Plans. Pricing details can now be viewed for non-custom Plans when reviewing Plan attachments on Accounts.
Custom Fields. When creating Custom Fields for entities, full validation with appropriate warnings given is now implemented to ensure the required Name and Value are entered to allow successful creation.
Viewing Meter details. Meter details no longer incorrectly shows a Create aggregation button for Meter Data Field types that don't support aggregation.
Resolved Issues
Fix: The information alert text that appears on the Select counters modal when adding Counters to the Pricing Editor now reads correctly.
Fix: A slow loading issue has been resolved when opening an Account Plan Group for an Account where the Plan Group contains a large number of Plans.
Fix: An issue has been resolved for priced Plan Templates that have a Code field configured which meant a Plan based on the template could not override the template pricing.
Fix: Page scroll now properly resets when users move to a different page in the Console.
Fix: An unhelpful validation error has been removed that was shown if users entered an email address containing a space when attempting to log into the Console.
Fix: When a Plan Group was attached to an Account and Standing Charge and Minimum Spend amounts were configured for the Plan Group, at billing these amounts were correctly factored into the Bill total but not shown as individual line items. This issue has now been resolved and separate line items are correctly shown and labeled.
Version: October 2024
Product Updates
End-dating Billing Entities includes Counter Pricings. When applying an end date to billing entities on an Account directly from the Account or via a Contract you've created for the Account, you can now select Counter Pricings to be included in the end-dating.
Draw-Down types for Prepayments and Balances. The billing charge types that can be selected for draw-down against Prepayments and Balances on an Account now includes charges due to unit-based pricing for Counter running total charges and Counter adjustment debits.
Console Updates
Integrations. The Integrations section now shows a Grid layout page, which greatly enhances user experience when reviewing and managing integrations with external systems. External system logos are embedded in the page, allowing you to quickly identify which systems are integrated with your m3ter Organization. In addition, the workflows when creating, editing, or deleting integrations become more direct and accessible. Links out to relevant Docs topics for guidance on setting up integrations with external systems are provided.
Entity Metadata. Details pages for main configuration entities now carry an Entity Metadata card showing any Custom Fields and External Mappings created for the entity. This makes finding and reviewing the Custom Fields and External Mappings associated with an m3ter entity straightforward. For added convenience, Custom Field values or the IDs of external entities mapped to a m3ter entity can be copied directly.
Usability Improvements.
Counter Adjustments. If you open an Account >Counter adjustments tab but no Counters have yet been created for your Organization, a warning is shown with a link provided to go directly to the Create Counter page.
Organization Sections. Organization configuration and management sections - such as Settings and Integrations - are now grouped and made accessible from a drop-down menu on the Console top bar.
Pricing Editor. If pricing prerequisite configuration is not complete, a help text shows in the Pricing Editor to remind users of the configuration required before Plans can be priced, with links out to relevant create pages.
Integration Credentials. The workflow to create Integration Credentials is improved and a Credential's ID is displayed and can be copied directly from the Credentials list page.
Resolved Issues
Fix: When logging into the Console with dark mode enabled, the toggle password icon was difficult to see. This issue has now been resolved.
Fix: Icons flagging errors with entity audit data on Details panels now correctly show as red not green.
Fix: An issue where an actioned call for Integration Events was incorrectly returning an error has been resolved.
Fix: A minor UI issue where drop-down list could be hidden behind other screen content has been resolved.
Version: September 2024
Product Updates
Integrations.
Salesforce Integration. You can now use the m3ter Salesforce Native Integration to send raw data outbound into your Salesforce Org for Accounts, Contracts, and Prepayments/Commitments in your m3ter Organization. You can then use this raw data for other purposes in your Salesforce Org, such as for building reports or reconciliation.
Reviewing Integration Runs. The Integration Runs workflow has been redesigned for ease of use, with an intuitive Run Log panel now shown and listing tasks performed during the run. The success or failure for each task performed under the integration run is clearly flagged and you can quickly drill into tasks to examine the requests and responses for the task when troubleshooting errors.
Console Updates
New Console! When you log into m3ter and select an Organization you'll be taken to the new Console offering an improved layout, navigation, and more intuitive look and feel:
Improved top-level navigation gets you to main sections quickly with collapsible side bars for working on specific configuration and operational tasks.
Data Explorers for querying Usage, Billing, and Prepayments data in your Organization are now conveniently located within their relevant areas.
Improved Organization switcher with search facility.
For a limited overlap period, you'll be able to switch back to the old Console as you familiarize yourself with the new Console. You can continue to submit feedback and we'd very much welcome your views on the new layout and navigation.
Bill Management Invoice Date Range. The Invoice date range picker for displaying Bills in Bill Management now allows a single day to be set as the date range.
User Groups. The User Group Details page now contains a Users panel listing the users assigned to the User Group. You can then select a user's name to open the Details page for that user directly.
Resolved Issues
Fix: Plan pricing grid action buttons now wrap neatly to fit on small screens.
Fix: An issue where the Organization switcher duplicated Organizations listed has been resolved.
Fix: When you try to select an Organization which you don't have access to, the Organization switcher now correctly shows allowing you to select a different Organization.
Fix: The Terms and Conditions acceptance check modal popup now presents correctly to users at first time login.
Fix: Standing Charge and Minimum Spend descriptions are now persisted in Plan edit forms.
Fix: If a download task fails to complete, an error is shows to inform the user.
Fix: The Integration Credential create form no longer shows webhook as an option.
Fix: An issue with the selection of searchable entities in the Console not having the selected value reloaded has been resolved.
Fix: The Accounts page in the Console now uses a list call returning a boolean when checking for the presence of child Accounts, which avoids multiple requests when an Organization contains many Accounts.
Fix: The Recent Account list in the Console Accounts section side bar is now restricted to a maximum of 5 items.
Fix: An issue where the Recent Accounts listing in the Dashboard could remain empty is now resolved.
Version: August 2024
Product Updates
Recurring Charges with Counters. The new Recurring Charges feature in m3ter allows you to create Counters and quickly implement unit-based pricing for your Product Plans to define recurring subscription charge rates on end-customer Accounts. Common pricing use cases the feature fulfills are seat-based or user license pricing. For these sorts of cases, unit quantities can fluctuate from one billing period to the next and you'll want to offer end-customers a flexible pricing model. Importantly, hybrid-pricing for Products is enabled and you can apply both usage-based and unit-based pricing for a single Product. For more details see Recurring Charges: Counters.
Trust Center. The m3ter Trust Center is now available where you can review details of the data protection and security measures we maintain for the platform.
Integrations.
Salesforce Integration. The native integration for Salesforce now supports Account, Contract, or Prepayments/Commitments when creating an integration.
Manage Multiple Integrations. If you need to set up multiple integrations with the same 3rd-party system, you can now easily manage which m3ter objects and fields are mapped into which of the different integrations you've set up for that system. When creating External Mappings for integrations, you can define the Parent Integration the mapping is to be used for. For each integration, you can then enable a setting to enforce only those external mappings specifying the integration as the parent are the mappings used for the integration. See Creating and Managing External Mappings.
Console Updates
Product for Plans. For ease of reference, the Product to which a Plan or Plan Template belongs is now shown on the Plan/Plan Templates Details page, and you can open the Product Details page directly from there.
Billed Recurring Charges Chart. In the Account Overview tab, if the Account has been charged for recurring subscription charges, you can select a Counter used to apply unit-based pricing to the Account Plan and open a Billed Recurring Charges chart.
Default Values Shown. When configuring an object that can inherit a default setting from another object - for example whether a Plan will use the setting set at Plan Template level for minimum spend amounts to be billed in advance/in arrears or override it - the actual default values are now clearly shown on the create/edit forms.
Resolved Issues
Fix: If more than 100 Bills are selected for a recalculate Bill Job in the Console Bill Management page, then the Bill Job will fail. A clear error now shows for users if this occurs.
Fix: When updating a User profile, any errors are now properly displayed to users.
Fix: If you select to open a Bill in the Bill Management page for an Account that no longer exists, then an error is now clearly shown informing you of this.
Version: July 2024
Product Updates
Integration Configurations. You can now give specific names to your Integration Configurations, which is useful if you require multiple Integrations for the same destination and need to clearly differentiate them.
Coming Soon - Recurring Charges! The capability to charge for your products using subscription or recurring charge pricing will soon be available out-of-the-box in the m3ter platform. This new unit-based pricing feature will allow you to charge customers in flexible way - based on the numbers of product units, seats, or user licenses subscribed to within a given billing period. This new feature will support and facilitate applying hybrid pricing models for your products in m3ter - where recurring charge pricing is combined with usage-based pricing for a product.
Console Updates
Working with Meters.
Listed by Product. The Meters page has been updated to list Meters by Product or as Global. This makes finding Meters easier and removes the need to select a Product first. The create Meter workflow is then streamlined since Product is pre-selected.
Ingest API Code Samples. Code Samples for making usage data measurement submissions for a Meter are now provided on the Submit Measurements panel of Meter Details pages - JSON, cURL, JavaScript, Python, and Java. These samples can be conveniently copied directly to your clipboard.
Activity Panel. Meter Details pages now provide an Activity Panel, which allows you to quickly check that usage data measurement submissions for a Meter have been successfully ingested into the platform. Up to a maximum of the five most recent submissions made in the last hour are listed. See Submitting and Checking Test Usage Data for more details.
Usability Issues.
When users are submitting usage data measurements from an Account page, a warning text now advises that any changes made in Advanced view are persisted for Simple view on the Submit usage data form. This helps to avoid usage data submissions being made for incorrect Meters or Accounts.
Forms that allow users selection for Billing in advance/in arrears options now use a radio button set, since the options are mutually exclusive.
Coming Soon! A new Console with updated layout and navigation is coming soon. For now, you can check out a preview of the new Console from your Dashboard page. You can submit feedback when previewing and we'd welcome your views from trying out the new layout and navigation.
API Updates
File Upload Service API. If you have prepared a usage data measurements file in JSON format ready for upload using the File Upload Service, you can now perform the upload directly in the Console. The File Upload API tab on the Submit Measurements panel on Meter Details pages allows you to either drag-and-drop the file or select it for upload. See the File Upload Service API topic for more details.
Listing File Upload Jobs. The List File Upload Jobs call now offers
dateCreatedStartanddateCreatedEndoptional query parameters, which allows you to define a date range and filter the File Upload Jobs returned.
Resolved Issues
Fix: When linking a Credential to an Integration, the select dialog now lists the timestamp for the date the Credential was created.
Fix: The Create Aggregation form in the Console now properly clears out both the Meter and Target field drop-downs if the Product selection is changed.
Fix: An error where the Console attempted to load an Account where no id was available is now resolved by running a check for id first.
Fix: An error preventing users from viewing Integration Destination details is now resolved.
Fix: The submit usage workflow for an Account now works correctly when a Meter has been selected - previously the workflow might hang after Meter selection.
Fix: A UI issue where Account Details with long strings failed to wrap text is now resolved.
Fix: A problem with the Users tab on the Organization Access page in the Console where the Users panel was hidden when the browser window was narrowed is now resolved. A similar problem when viewing an Account Prepayment Details page has also been addressed.
Version: June 2024
Product Updates
Salesforce Native Integration. You can now create and manage native integrations for sending your end customer Account Bills generated in m3ter outbound into your Salesforce system.
Notifications for Disabled Integration. You can set up Emails notifications to be sent to Organization users when an Integration has been auto-disabled. See the Setting Up and Managing Native and Notification Integrations section for more details.
Console Updates
Usability Enhancements:
Pricing Editor. When users are setting up to price Product Plans in the Pricing Editor, the workflow is improved to avoid the creation of duplicated pricing - items which have already been selected for pricing are now removed from selection lists:
Plans and Plan Templates.
Aggregations and Compound Aggregations.
Billing for Accounts and Prepayments. The First bill date setting for Account and Prepayment/Commitment billing forms has been changed to Billing cycle date to clarify the purpose of this setting for users, with an advisory text shown on forms giving an example of how the setting can be used.
Bill Management. When users define a period to view Bills using the Invoice Date calendar popups, both the start and end date are interpreted inclusively and this is now clearly labeled.
Meter Details. Users can now commence a workflow directly from a Meter Details page to create an Aggregation that targets one of the Meter's Data Fields or Derived Fields.
Integration Credentials. The Credentials page now contains a Created Date column to help users distinguish Credentials they've created for the same integration destination.
User/Password Authentication. Advisory texts have been added to the m3ter sign-in modal to enhance the user login experience and reminding users:
The Email address used for sign-in is case sensitive.
Temporary passwords cannot be reset and a new one must be requested.
Resolved Issues
Fix: An issue that allowed duplicate pricing grid rows to appear in the Pricing Editor is now resolved.
Fix: Credit or Debit line items on Approved or Locked Bills can no longer be edited or deleted.
Fix: Labels have been made consistent across Plan Details and Plan Template Details pages.
Fix: Settings on Pricing forms are now grouped to match the styling used on other configuration forms.
Fix: An issue where a pricing would not show in the Pricing Editor when a minimum spend was not configured has been resolved.
Fix: Duplication of a Plan Template from the Pricing Editor is now working correctly.
Version: May 2024
Product Updates
Connector for Salesforce. The m3ter Connector for Salesforce is now available as an initial release version. If you are interested in installing the Connector into your Salesforce environment to sync your Salesforce data with the m3ter platform, please get in touch with m3ter Support or your m3ter contact. See m3ter Connector for Salesforce for more details.
Event Notifications. When a Notification is triggered for an Event, the Notification payload sent out to a webhook now contains details of the Event. See Event Notification Payload.
Console Updates
Usability Enhancements:
When users attempt to sign in with the platform, the alternative authentication methods —using either Email/Password credentials or Single Sign-On (SSO)—are now clearly signposted.
Configuring a Bill auto-approval setting for an Organization has been improved. The default period is now set at 24 hours, and a clear warning text explains a possible conflict if scheduled billing is also enabled.
When selecting an Aggregation/Compound Aggregation for pricing a Product Plan, a clear warning informs users that the selection list is pre-filtered to show only those Aggregations/Compound Aggregations belonging to the same Product as the Plan together with any Global Aggregations/Compound Aggregations created for the Organization.
Users confronting empty pick-lists when attempting to add Currencies/Transactions/Credits/Debits are now shown a warning that no relevant items are available, with advice to check for archived items and, alternatively, use a link taking them directly to the relevant page to commence a create item workflow.
Time Period options for Data Explorer query setup have been adjusted for usability and clarity with options now fully documented - for example, at Building and Performing a Usage Data Query.
When reviewing a Pricing configuration, the Pricing Details card now clearly distinguishes between the Pricing type and Pricing applied as setting.
Updated button labels used when attaching Product and Custom Plans to Accounts to create Account Plans now make it clear what this workflow achieves, and help to avoid confusion with the separate workflow for creating Product or Custom Plans in the first place.
When creating or editing an Account Prepayment, an improved Prepayment Draw-Down card assists users in selecting the Products and charge types made available for draw-down against the Prepayment.
Resolved Issues
Fix: The pricing for a Global Plan added to Custom Plan Group can no longer be edited in the Associated Pricing panel for the Custom Plan Group.
Fix: Aggregations added to the Associated Pricing panel for Plan or Plan Template Details pages now persist.
Fix: The Submit Usage form now correctly auto-updates the UID field for the usage data measurement submission when users switch to and from Simple/Advanced view before making the submission.
Fix: Creation of Custom Currencies now imposes the constraint that a three-character Code must be used.
Version: April 2024
Product Updates
A Service Status page is now available, which can be accessed directly from the Console main navigation. On this page you can check the current operational status of the platform's Config API and Ingest API services, together with a percentage measure of status over the last 90 days. To review a breakdown of service performance status over the 90 days, you can expand a service. For more details, see Checking Service Status.
Integration Credentials can now be created and managed separately from Integration Configurations. You can then use these Credentials to set up authentication of m3ter integrations with your 3rd-party systems. For more details, see Creating and Managing Integration Credentials.
Console Updates
Configuring pricing for a Product Plan has been made easier in Pricing Editor and Plan Details - separate buttons for adding Plans and Aggregations are now clearly shown instead of users having to open a menu to select these options.
The m3ter authentication flow for both Username/Password and Single Sign-On (SSO) authentication is now handled directly in the Console, leading to a smoother experience when accessing the platform.
When checking Integration Run details, the presentation and styling of the payload has been improved to be more accessible and readable.
When selecting Aggregations to price Product Plans, a useful warning is now shown informing users that the Aggregations available are restricted to those belonging to the same Product as the Plan and any Global Aggregations.
Resolved Issues
Fix: Keyboard accessibility issues on Create forms in the Console have now been addressed.
Fix: An issue where Bill line items might be duplicated by being associated with both a Product ID and a Plan Group ID has now been fixed.
Version: March 2024
Product Updates
Native Integrations. If you want to send outbound bills for Accounts to multiple destinations in your 3rd-party Accounts Receivable system, you can now use an Account Filter setting on a native integration to do this. You can enter an expression for Account Filter that references available Account fields or references custom fields you have added to Accounts. The integration will then run for an Account only if the expression is satisfied. See Managing Multiple Third Party Destinations for Integrations for more details.
Integration Credentials. Any authentication credentials you've set up for connecting native integrations to 3rd-party systems or for notification integration webhook destinations are now listed in a new Credentials page, where you can view and manage them. See Managing Integration Credentials for more details.
Console Updates
Product-specific vs. Global Entities. Usability and workflow changes now help reinforce the distinction between Product-specific and Global Meters and Aggregations:
When a Product is selected for Meters, Aggregations, and Compound Aggregation pages, any Global entities are included in the list but are clearly labeled - previously users had to to first de-select a Product to see Global entities listed. If Product is de-selected, only Global entities are listed.
Creating Aggregations:
If you select a Product for the Aggregations list, the Meter pick list on the Create form only shows Meters belonging to the Product as targets.
If you de-select Product for the Aggregations list, the Meter pick list on the Create form only shows Global Meters as targets.
If you de-select Product once inside the Create form, the Meter pick list adjusts to only show Global Meters as targets.
See Creating Product Aggregations, Creating Global Aggregations, and Compound Aggregations for more details.
Revisiting Recent Pages. You can now use a Recents button to open a panel listing links to recently visited pages, such as Accounts, and allowing you to quickly re-open these pages.
Empty Pick Lists. Users attempting a workflow where prerequisites do not yet exist previously confronted empty pick lists, such as trying to add a Transaction to a Balance but no Transaction Types yet exist in their Organization. A clear warning is now given with a hotlink which takes users directly to the relevant Create page for the missing entity. When they click to create the missing entity, they are taken back to their original workflow to continue.
Resolved Issues
Fix: The UI validation for a Notification Rule now only runs when the Always fire notification switch is not selected.
Fix: When selected, the Re-enable button on the Integration Details card for a disabled Integration Configuration now correctly re-enables it.
Fix: An error shown in the Console when trying to connect to a Paddle integration has been resolved.
Version: February 2024
Product Updates
m3ter Single Sign-On (SSO) is now available and supports SAML based Identity Providers (IdPs). m3ter SSO allows users with federated identities that exist in different IdPs to sign into m3ter without having to manually provision new users/identities in m3ter’s user pool. See m3ter Single Sign-On for details.
We recommend setting up your end-customer Accounts prior to submitting usage data measurements for them, but we appreciate this may not always be possible. To avoid rejecting usage data measurements in instances where the measurement is submitted but an Account does not yet exist in your Organization, the m3ter system will now auto-create an Account for you. See Submitting Usage Data for Non-Existent Accounts for details.
Console Updates
When creating a custom Plan and attaching it to create an Account Plan on an Account, you can now immediately define the Account hierarchy billing mode to be applied for Parent/Child Account contexts. This is also now available when creating and attaching custom Plan Groups to Accounts.
For Parent/Child Account contexts, Child Accounts Bills cannot be calculated separately from the Parent Account billing. In the Console, relevant Account and billing management pages now make this restriction clear by disabling Run Billing and Recalculate Bills for Child Accounts and also showing a warning why these actions are blocked for Child Accounts.
On entity create and edit configuration forms, fields are now presented under functional groupings with mandatory and optional field groupings labeled accordingly. When building a configuration to meet their specific functional requirements, this allows users to quickly focus on the fields relevant to required features and ignore those features not needed for their specific requirements.
Resolved Issues
Fix: The Pricing Editor now correctly shows a newly created Plan pricing when saved.
Fix: When creating entities used to populate picklists, such as currencies or transaction types, the Code field can now be properly edited when first creating the entity.
Version: January 2024
Console Updates
When reviewing an Account in the Overview tab, the latest ten Bills for the Account are listed together with two informative charts covering the billing period:
Revenue Tracking. Review and track Account revenue.
Billed Usage. Select an aggregated usage pricing metric and review the billed usage against the Account.
See Working in Account Overview for more details.
The Invitation Details page now lists the Permission Policies assigned to the invited user.
Resolved Issues
Fix: Prevent enter key submitting forms unexpectedly when using drop-downs.
Fix: Percentage pricing rounding error.
Fix: External mapping combo box error.
Fix: Error when no Permission Policies defined for a user Invitation.
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