Release Notes

Introduction

The Varibill User Interface (accessible at ui.varibill.com) introduces a modern, structured, and intuitive experience built to streamline every stage of the billing lifecycle.

The Varibill User Interface brings together all core Varibill functionalities, including data collection, contract management, workflow execution, billing documents, reporting, and configuration into a unified workspace designed for clarity and efficiency.

Since the introduction of Version 6.0.1, Varibill has introduced a wide range of enhancements across Billing Documents, reporting behaviour, File Management, Source Data modules, Contract Services, and grid-level workflows. With updated layouts, expanded self-service functionality, improved date-range logic, and enhanced bulk update options, users can manage their billing operations with greater accuracy, visibility, and control.

You can expect ongoing refinements to the platform, with continuous enhancements supporting smooth day-to-day operations.

Read more here about the Varibill User Interface.

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Version 6.0.18

Release date: 01 to 05 June 2026

Overview

This release set included a number of fixes to support the extended search functionality introduced in Version 6.0.16, along with enhancements to Selling Rates bulk updates, Source Collector grid column visibility, and search result ranking.

Added

Selling Rates Bulk Updates

Bulk Update Support for Selling Rates

Added single-field bulk update functionality to the Selling Rates page.

Users can now apply single-field bulk updates to selected records for:

• Effective Date
• Unit Rate

Source Collector Grid Columns

Additional Source Collector Grid Columns

The following columns have been added for displaying Source Collector data on the grid:

• IP Addresses
• Notification Recipients

Search Result Ranking

Search Rank Column

Added a Search Rank column to supported grids.

This helps users identify the highest and lowest matching results based on applied search filters.

Resolved

Search Functionality Stability

Released several fixes over the course of this week to improve and support Varibill’s extended search functionality.

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Version 6.0.17

Release date: 01 June 2026

Added

Accounting System Credit Note Posting Support

Credit note posting support has been added for the following accounting system integrations:

• ConnectWise
• Odoo
• Oracle NetSuite
• Sage Intacct

These enhancements improve accounting integration support and expand credit note processing capabilities across supported platforms.

Resolved

Source Collector Editor Data Population

Resolved an issue affecting the Source Collector field within the Source Collector Editor.

In some cases, after opening an existing Source Collector configuration, the selected Source Collector value, was not correctly populated within the Runtime section of the screen.

This issue has been resolved and the selected Source Collector data now loads correctly when opening the editor.

Odoo Invoice Posting Improvements

Resolved an issue for invoice posting to Odoo where Client linking was not refreshing.

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Version 6.0.16

Release date: 29 May 2026

Overview

This release introduces significant improvements across the Varibill User Interface for search, working with search, filtering, grouping and sorting. Additional improvements to grid search, dropdown search, and grid interaction have been implemented.

Search functionality has been updated to provide broader, more accurate results by querying the full dataset versus records loaded to the grid. This improves search coverage across large datasets and removes the previous limitation where searches were effectively restricted to the first set of returned records on most screens.

The release also improves performance when working with high-volume data by using dynamic loading, virtual scrolling, and search-as-you-type behaviour in dropdowns. These changes reduce unnecessary upfront loading and improve responsiveness in areas such as contracts, products, source data, and large relational datasets.

Added

Search Enhancements

Active Filter Visibility

Improved search and filtering visibility within grid views.

• Applied search criteria and filters are now displayed at the bottom of the grid, providing a clear indication of which filters are currently affecting the displayed results.

This enhancement helps users quickly identify why specific records are being returned during searches and filtered views.

Multi-Term Search Support

• Grid search now supports multiple search terms in a single query.

Exact Phrase Searching

• Users can now search for exact phrases by placing the phrase in quotation marks, e.g. “Exact Search Phrase”.

This searches for the exact quoted phrase, word-for-word, instead of performing a broader keyword-based search.

Grid Interaction Improvements

Multi-Column Sorting

Users can now sort multiple grid columns simultaneously. Multi-column sorting can be applied using:

• Drag and drop column header to group by column
• Right-click column header to access column sorting options

Right-Click Column Actions

Additional right-click actions are now available from grid column menus.

Improved

Grid Search Enhancements

Virtual Scrolling and Dynamic Record Loading

• Traditional grid paging has been replaced with virtual scrolling on updated grids.
• Records are now loaded dynamically as users scroll. Additional records are fetched incrementally instead of loading very large datasets upfront.
• This provides smoother navigation through large datasets and reduces delays caused by loading excessive records at once.

Dropdown Search Enhancements

Improved Dropdown Search Performance

• Dropdowns now search dynamically while users type instead of loading large result lists before a selection can be made.

This improves responsiveness and reduces unecessary loading delays in areas such as:

• Contract Price configuration
• Product selection
• Large relational datasets

User Administration Improvements

Simplified User Creation Requirements

• Reduced field requirements within Admin → User configuration workflows.

Users can now be created using only an email address, with additional fields such as “name” and “surname” no longer being required during user setup.

Resolved

Simplified Cache Clearing

• Improved handling of invalid browser cache and cookie scenarios affecting behaviour within the Varibill User Interface.
• A Clear Cache option has been added directly to the warning banner alongside the existing Reload action, providing users with a quicker and more accessible recovery option when required.

Previously, users encountering cache-related issues were required to manually clear browser cache and cookies using multiple troubleshooting steps provided by Support. This has now been resolved.

Grid Search Behaviour

Grid Search Record Limitation Removed

The previous grid search limitation, where searches effectively operated only across the first set of returned records on many screens, has been removed.

Search now queries the full database dataset instead of only searching preloaded grid records.

Extended Retry Window Alignment

The retry window for integration processing has been extended to align with enforced retry limit durations used by supported accounting platforms, including Xero and QuickBooks.

• Improved retry handling behaviour for accounting system integrations.

This resolves the likelihood of premature timeout or processing interruptions during integration workflows.

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Version 6.0.15

Release date: 15 May 2026

Overview

This release introduces fixes for dependent field behaviour within Client configuration workflows and enhancements to Post Billing URL handling for accounting system integrations.

Improved

Post Billing URL Enhancements

Tenant Key Handling

• Enhanced Post Billing URL handling has been improved to support redirect URIs both with and without Tenant Keys included in the URL structure.

Previously, accounting system integrations could generate multiple unique URLs where Tenant Keys formed part of the redirect URI, increasing complexity for integrations and related configuration management.

Varibill now supports both URL formats, with or without the Tenant Key - simplifying integration setup and reducing the number of unique redirect URIs required.

Resolved

Client Editor Dependency Handling

Invoice Grouping Dependency Fix

• Resolved a bug affecting Invoice Grouping behaviour within the Contract page.

When Invoice Grouping was set to Client with a grouping selection of “no defined groups” or “per defined group”, the related dependent field under **Contracts did not correctly update to reflect the selected grouping value. This has now been resolved.

Contract Dropdown Selection Refresh

• Resolved a bug affecting Contract dropdown selection refresh from grid Actions.

When a user was attempting to use the “bulk patch single field” Action from the Client Identification grid, newly created Contracts were not appearing for selection prior to a refresh. This has now been resolved.

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Version 6.0.14

Release date: 13 May 2026

Overview

This hot fix release includes fixes for decimal display formatting in emailed billing documents and stability improvements for QuickBooks Online posting within the Varibill User Interface.

Resolved

Varibill Classic (Legacy)

Billing Document Decimal Display

Resolved an issue where emailed billing documents could display values using four decimal places despite decimal precision being configured to two decimal places.

Decimal formatting in emailed invoices and related billing communications now correctly reflects configured precision settings.

Varibill User Interface

QuickBooks Online Posting

Resolved an issue affecting posting operations to QuickBooks Online.

Customers experiencing posting-related errors within the Varibill User Interface should no longer encounter this issue.

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Version 6.0.13

Release date: 24 April 2026

Overview

This release introduces improvements to the Billing Document Editor, Source Collector dashboard functionality, accounting system integrations, and backend billing validation processes, along with stability and performance enhancements across the platform.

Added

Billing Document Enhancements

Contract and Invoice Sub-Group Visibility

When creating or editing a billing document, users can now view and select:

• Contracts associated with the selected product
• Invoice sub-groups linked to the associated client or contract

Improved

Billing Document Enhancements

Conditional Billing Field Improvements

Improved dependent field behaviour when creating or editing billing documents.

This ensures more accurate relationships between:

• Client
• Product
• Contract
• Invoice sub-group selections

Source Collector and Dashboard Improvements

Improved Source Collector Naming Display

Dashboard chart titles now display correctly and are no longer truncated.

Tag Handling Improvements

Source Collectors now correctly update tags when:

• Tags are added after initial creation
• Ignore Record Identifier is enabled

Integration Enhancements

Odoo Integration

Varibill invoice references can now be linked directly from Odoo invoices.

This improves traceability between Odoo and Varibill billing records.

Xero Integration

Varibill invoice references are now available within the Notes section of Xero invoices.

Resolved

Billing Transaction Accuracy

Rated Data Quantity Rounding

Resolved a rounding issue affecting rated transaction quantities.

True transaction values are now correctly preserved and reflected within VM billing transaction data, improving billing accuracy and transparency.

Email Delivery Notifications

Incorrect Email Server Notification

Resolved an issue where users could incorrectly receive the following notification during email send-out operations despite a valid email server already being configured: “The email has been kept queued because no email server is configured. Please configure an email server and try again.”

Notification messaging now correctly reflects the actual email service configuration state and email processing behaviour.

Forex Validation

Duplicate Currency Code Validation

Resolved an issue where Forex rates were not validating correctly due to duplicate currency entries.

A missing database constraint on the currency code allowed invalid duplicates.

Validation constraints have now been added to prevent recurrence.

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Version 6.0.12

Release date: 09 April 2026

Overview

This release focused on critical fixes related to billing accuracy, posting behaviour, and contract management.

Improved

Billing Workflow Stability

Implemented general backend stability improvements related to billing workflows.

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Resolved

Xero Integration

Credit Note Posting

Resolved an issue where credit notes were not posting correctly to Xero.

Posting behaviour is now aligned with expected Xero integration logic.

Billing Documents

Line Item Splitting

Resolved an issue affecting line item splitting on billing documents after billing runs where multiple unit rates were not handled correctly.

Reversal Performance Improvements

Improved performance of billing document reversals.

Contracts

Contract Deletion Messaging

Resolved incorrect messaging displayed when deleting contracts linked to invoiced sub-groups and associated dependencies.

Version 6.0.11

Release date: 27 March 2026

Overview

This release introduces new Tenant-level configuration functionality and updates to Source Collector IP configuration management.

Added

Tenant Details

A new Tenant Details screen has been introduced in the Varibill Client Application to support Tenant-level configuration used in billing documents.

This initial release enables customers to:

• Manage key Tenant information, including company, contact, and billing-related details used in generated documents
• Select and apply available billing report templates directly from the front-end

Report template selection is available within the Report Details section of the Tenant Details Editor, accessible via:

1. Navigation Menu
2. Tenant
3. Tenant Detail
4. Tenant Detail Editor

This functionality provides immediate self-service access to billing report configuration while broader document design capabilities continue to be developed.

Further enhancements to this area are planned in upcoming releases.

Read more in our documentation: Manage Tenant Detail

Improved

Outgoing IP Address Update

Updated outgoing IP address configuration for Varibill Source Collector jobs to support improved security and allowlisting.

Customers integrating with external systems may need to review and update firewall rules based on the latest regional IP configurations.

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Version 6.0.10

Release date: 20 March 2026

Overview

This release introduces early access to a new accounting integration, enhancements to billing document exports, improved navigation across Tenants, and fixes to billing document usability.

Added

Odoo Accounting Integration (Preview)

This integration is currently released in a preview state.

Behaviour may change based on testing and client feedback.

Best practice guidance:

• Test in a non-production or controlled environment first
• Validate outputs against expected accounting results
• Avoid reliance on preview features for financial reporting or compliance
• Engage Varibill support for onboarding and validation guidance

Improved

Billing Document Export Enhancements

New export columns now include:

• Foreign Currency
• Foreign Currency Unit Rate
• Rate of Exchange
• Currency

These additions provide clearer visibility into foreign exchange calculations and align exported data with billing transaction values.

Direct-Tenant URL Navigation

URLs now include a Tenant identifier to support direct navigation to specific records using URL parameters and automatic Tenant access when accessing shared links.

This improves:

• Ease of sharing links
• Navigation accuracy
• Overall user experience

Resolved

Billing Documents

Billing Document Viewing After Update

Resolved an issue where users were unable to view billing documents after editing.

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Version 6.0.9

Release date: 13 March 2026

Overview

This release includes improvements to billing data accuracy, export transparency, and platform stability.

Improved

Billing Transaction Data Integrity

Billing transactions now retain the original calculation data used during billing.

This improves:

• Reporting accuracy
• Data consistency across billing documents and exports

Expanded Billing Document Export Fields

Billing document exports now include additional currency and exchange rate fields:

• Base Currency Symbol
• Forex Rate
• Rate of Exchange
• Currency Symbol

Resolved

Billing Documents

Billing Document Grid Refresh

• Resolved an issue where the grid did not reload correctly on page refresh.

Source Data

Save Reliability

• Resolved an issue where saving source data could result in record deletion during intermittent errors.

Grid Billed Value

• Resolved an issue where billed values did not reflect the correct calculation.

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Version 6.0.8

Release date: 06 March 2026

Overview

This release improves billing data structure and resolves issues affecting billing document processing and source data handling.

Added

Expanded Billing Document Export Fields

The following fields are now available in exports:

• Base Currency Symbol
• Forex Rate
• Rate of Exchange
• Currency Symbol

Improved

Billing Document Reversal Queuing

Improved performance of billing document reversals.

Resolved

Source Data

Duplicate Unrated Data Import

Resolved an issue allowing duplicate unrated data imports.

Manual Source Data Save

Resolved an issue where saving source data could result in deletion during errors.

Grid Billed Value

Resolved an issue where billed values displayed incorrectly.

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Version 6.0.7

Release date: 19 February 2026

Overview

This release introduces performance improvements and updated billing workflow behaviour.

Added

Reversal Guidance Documentation

Documentation is available for performing reversals in the User Interface.

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Improved

Billing Document Performance

Billing documents are now aligned with the modern platform architecture.

Improvements include:

• Faster document generation
• Improved loading performance
• Increased system stability

Default Date Range Update

Billing screens now default to a 3-month range:

• Last month to next month
• Automatically applied on load
• Available as a quick-select option

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Version 6.0.6

Release date: 13 February 2026

Overview

This release introduces API enhancements and platform changes supporting the transition to the User Interface.

Added

New API Operations

New operations introduced:

• BillingLineItems
• BillingLineItemTransactions
• BillingTransactions

These operations improve access to billing data via Billing Header references.

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Improved

Invoice and Credit Note Reversal Changes

Reversals are no longer available in Varibill Classic.

All reversals are now performed in the User Interface.

API Enhancements

Updated operations:

• BillingHeaderLineItems
• BillingHeaderLineItemTransactions

Removed support for orderby query strings.

Increased Record Limits

Record limits increased from 1,000 to 10,000.

Increased API Throughput

Rate limits increased from 300 to 900 calls per 5 minutes.

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Version 6.0.5

Release date: 05 February 2026

Overview

This release includes usability improvements, performance optimisations, and integration reliability fixes.

Improved

Source Type Dashboard Filter Enhancements

Enhancements include:

• Instant graph updates on selection
• Improved filter reliability
• Retained user preferences

Bulk Selection Logic Update

Select All now applies only to visible records, with action counts clearly displayed.

Filter Search Highlighting

Matching results are now highlighted in grid searches.

Platform Performance Improvements

Improved database performance and handling of large datasets.

Enhanced Process Notifications

Users now receive active process indicators, progress feedback, and estimated completion times.

Source Type Field Simplification

Changes include:

• Removed unnecessary dropdown selection
• System-generated field values
• Copy-to-clipboard support
• Improved field guidance

Resolved

ConnectWise Integration

Invoice Posting

Resolved processing issues when posting invoices to ConnectWise.

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Version 6.0.4

Release date: 16 January 2026

Overview

This release introduces usability improvements and platform performance enhancements.

Improved

Grid Usability Improvements

Enhancements include:

• Updated action icons
• Double-click support to open records

Data Freshness Indicators

Displays now include:

• Last refresh time
• Human-readable timestamps

Platform Performance Improvements

Enhancements include:

• Faster Billing Documents screen performance
• Improved dashboard performance
• Optimised SQL usage
• Improved system stability

Backend Improvements

Implemented improvements to billing and data source handling.

Resolved

Billing Period Population

Resolved an issue where Billing Period did not populate correctly.

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Version 6.0.3

Release date: 19 December 2025

Overview

This release includes fixes related to Forex configuration validation and Billing Documents grid behaviour.

Resolved

Forex Configuration

Forex Currency Validation

Resolved an issue where currency validation failed during Forex setup.

Billing Documents

Billing Documents Grid

Resolved an issue causing error banner display.

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Version 6.0.2

Release date: 28 November 2025

Overview

This release introduces additional Billing Document actions and usability improvements within the Billing Document Editor.

Added

View Document Button

Users can now view billing documents directly from the editor.

Billing Documents Actions Menu

Available actions include:

• Close
• Reverse
• Open
• Rebill
• Reinstate
• Credit

Editor Actions Menu

Available actions within the Billing Document Editor include:

• Close
• Reverse
• Open
• Rebill
• Reinstate
• Credit

Resolved

Billing Comparison Report

Resolved issues related to date sorting and product filtering.

Xero Integration

Updated authentication flow to support multi-region compatibility.

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Version 6.0.1

Release date: 21 November 2025

Overview

This release introduces major Billing Documents enhancements, bulk workflow improvements, and expanded User Interface functionality.

Added

Billing Documents UI Update

Users can now:

• Create invoices
• Edit transactions
• Update existing documents
• Delete open invoices

Bulk Actions for Billing Documents

Supported actions include:

• Close
• Delete
• Open
• Rebill
• Reinstate
• Reverse

Date Range Behaviour Update

Enhancements include:

• Inclusive end dates
• Improved reporting consistency

Bulk Update Enhancements

Enhancements include:

• Added Document Date field
• Expanded support across multiple grids

File Management Improvements

Enhancements include:

• Updated column descriptions
• Improved field clarity

Grid Search Highlighting

Matching search results are now highlighted within grids.

Contract Services Enhancements

Users can now:

• Add services directly to contracts
• Update contract details via the User Interface

Additional UI Improvements

Enhancements include:

• Improved date handling
• Updated field descriptions
• Enhanced page guidance