Release Notes

Introduction

This page covers new features, improvements, and fixes for the Varibill User Interface.

Version 6.8.0

Release date: 17 August 2026

This release introduces role-based permissions, new profitability and revenue movement reports, and clearer handling of unavailable Tenants.

Added

Roles and Permissions

Administrators can now create roles, assign feature-level permissions, and assign one or more roles to users.

Protected areas and actions now check the user’s assigned permissions before access is granted. The User grid also displays the roles assigned to each user.

Profitability Analysis Report

The new Profitability Analysis report compares billed revenue with recorded cost to help identify profitable, zero-profit, and loss-making billing.

Read more: Profitability Analysis Report

Monthly Revenue Movement Report

The new Monthly Revenue Movement report compares consecutive billing periods to highlight revenue increases, decreases, and customers that were billed previously but have no billing in the selected month.

Read more: Monthly Revenue Movement Report

Maintenance and Expiry Screens

Dedicated status screens now explain when a Tenant is unavailable because it is under maintenance or has expired.

Unavailable Tenants are also identified with badges and tooltips in the Tenant selector and cannot be selected.

Improved

Billing Rounding

Removed rounding from billing line-item total cost calculations to preserve greater cost accuracy.

Selling Rate Validation

Selling Rate bulk updates now prevent duplicate Selling Rate combinations.

Resolved

Sign-In Navigation

Resolved an issue where sign-in navigation could use outdated authentication information.

Product Master Selection

Resolved an error that could occur when a product selection was empty in certain workflows.

Version 6.7.8

Release date: 08 August 2026

Improved

Invoice Line Item Defaults

Quantity, unit rate, and nett amount now populate automatically from billing line items.

If the nett amount is non-zero but quantity or unit rate rounds to zero, Varibill sets the quantity to 1 and the unit rate to the nett amount.

Resolved

Invoice Posting to HaloPSA

Resolved an issue where billing line items with a non-zero nett amount but zero quantity or unit rate could cause posting to HaloPSA to fail.

HaloPSA Invoice Sync Detection

Resolved an issue where HaloPSA invoices that failed to sync could incorrectly be marked as Closed instead of Failed.

Version 6.7.7

Release date: 08 July 2026

Improved

Dropdown Search Performance

Editor dropdowns now load results as users search instead of pre-loading all available options, improving performance when working with large datasets.

Search Ranking

Improved search result ranking for more accurate matching across grids.

Resolved

Xero Posting

Resolved an issue where failure to create an invoice or credit note history record could prevent posting to Xero.

History record errors are now captured without stopping the posting process.

Version 6.7.6

Release date: 03 July 2026

Improved

Minimum Commit Billing Rounding

Improved unit price and unit rate rounding in minimum commit billing calculations when converting between currencies using Forex rates.

Forex and Price List Information

The Forex information panel now displays the latest Forex rate and its effective date.

The Price List information panel now displays the linked Forex name, code, and latest rate.

Version 6.7.5

Release date: 29 June 2026

Resolved

Tax-Exempt Client Billing

Resolved an issue where billing line items for tax-exempt customers could use a non-zero tax percentage from the Product Tax Group, resulting in incorrect tax amounts on invoices.

Once-Off Billing Documents

Resolved an issue where base nett amount and total cost values were not correctly initialized on once-off billing document line items.

Grid Search Stability

Resolved an issue where typing while a search was still running could cause sorting and filtering to use a different search term from the one displayed.

Version 6.7.4

Release date: 26 June 2026

Improved

OData API

Removed internal infrastructure fields, including SearchRank and FKTenant, from the OData entity schema for a cleaner API response.

Version 6.7.3

Release date: 25 June 2026

Resolved

Nested Grid Behavior

Expanding a detail row in a master-detail grid now collapses any previously expanded row, keeping the view focused on one detail section at a time.

SearchRank Sort Order

Resolved an issue where SearchRank sorting could remain active after the search text was cleared, affecting the default sort order.

Version 6.7.2

Release date: 24 June 2026

Added

Conditional Field Visibility

Forms can now hide fields when they are not relevant to the selected configuration.

For example, the End Date field is hidden in the Contract Service Editor when the recurrence type is Once-Off.

Version 6.7.1

Release date: 22 June 2026

Improved

Source Collector Scheduling

Improved reliability of the grace window used for scheduled Source Collector jobs.

Grid Layout

Improved grid height scaling to make better use of the available screen space.

Version 6.7.0

Release date: 19 June 2026

This release adds more control over grid loading behavior and resolves issues affecting Source Collector notifications and billing grids.

Added

Per-Grid Virtual Scrolling

Virtual scrolling can now be enabled or disabled per grid.

When virtual scrolling is disabled, users can select a page size of 10, 20, 50, 100, or 200 records.

Resolved

Source Collector and Billing Grid Fixes

Resolved issues affecting Source Collector failure notifications and Billing Header grid display.

Version 6.6.2

Release date: 15 June 2026

Added

QuickBooks Online Client Support

The Accounting System Debtor ID field in the Client Editor is now available when the accounting system is Xero or QuickBooks Online.

Version 6.6.1

Release date: 11 June 2026

Added

Billing Document Export Columns

Billing document exports now include:

• Account Code
• Inventory Code

Improved

Search Ranking and Relevance

Search results are now filtered to the highest-matching relevance level, improving results when multiple search terms are used.

Version 6.6.0

Release date: 01 to 05 June 2026

This release adds Selling Rate bulk updates and Source Collector grid information, with further improvements to extended search.

Added

Selling Rates Bulk Updates

Selected Selling Rate records can now be updated in bulk for:

• Effective Date
• Unit Rate

Source Collector Grid Columns

The following Source Collector fields can now be displayed in the grid:

• IP Addresses
• Notification Recipients

Search Rank Column

A Search Rank column is now available on supported grids to help identify the strongest and weakest matches returned by a search.

Resolved

Search Functionality Stability

Released several fixes to improve the extended search functionality introduced in Version 6.4.0.

Version 6.5.0

Release date: 01 June 2026

This release expands credit note posting support across accounting integrations and resolves Source Collector and Odoo processing issues.

Added

Credit Note Posting Support

Credit note posting is now supported for:

• ConnectWise
• Odoo
• Oracle NetSuite
• Sage Intacct

Resolved

Source Collector Editor Data Population

Resolved an issue where an existing Source Collector configuration could open without correctly displaying the selected Source Collector in the Runtime section.

Odoo Invoice Posting

Resolved an issue where Client linking did not refresh correctly during invoice posting to Odoo.

Version 6.4.0

Release date: 29 May 2026

Search now queries the full dataset instead of only records already loaded in the grid. This release also introduces virtual scrolling, multi-term search, and search-as-you-type behavior in dropdowns.

Added

Active Filter Visibility

Applied search criteria and filters are now displayed at the bottom of the grid, making it easier to see which conditions are affecting the displayed results.

Multi-Term Search

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

Exact Phrase Searching

Use quotation marks to search for an exact phrase, for example:

"Exact Search Phrase"

Multi-Column Sorting

Multiple grid columns can now be sorted together using column grouping or the right-click column menu.

Right-Click Column Actions

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

Improved

Virtual Scrolling and Dynamic Record Loading

Updated grids now load records dynamically as users scroll instead of loading large datasets upfront.

This improves responsiveness when working with high-volume data.

Dropdown Search Performance

Dropdowns now search as users type instead of loading large option lists before a selection can be made.

This improves performance in areas such as Contract Price configuration, product selection, and other large relational datasets.

Simplified User Creation

Users can now be created using only an email address. Name and surname are no longer required during user setup.

Resolved

Simplified Cache Clearing

A Clear Cache option is now available directly from the warning banner alongside Reload, providing a quicker recovery option when browser cache or cookie issues affect the User Interface.

Grid Search Record Limitation Removed

Grid search now queries the full database dataset instead of searching only the records already loaded in the grid.

Integration Retry Window

Extended the retry window for integration processing to better align with retry limits enforced by supported accounting platforms, including Xero and QuickBooks.

Version 6.3.2

Release date: 15 May 2026

Improved

Post Billing URL Tenant Key Handling

Post Billing redirect URLs now support formats both with and without a Tenant Key.

This simplifies integration configuration by reducing the need for multiple Tenant-specific redirect URLs.

Resolved

Invoice Grouping Dependency

Resolved an issue where a dependent Contract field did not update correctly when Invoice Grouping was set to Client with no defined groups or per-defined-group behavior.

Contract Dropdown Selection Refresh

Resolved an issue where newly created Contracts were not immediately available from the bulk patch single field action on the Client Identification grid.

Version 6.3.1

Release date: 13 May 2026

Resolved

Billing Document Decimal Display (Classic)

Resolved an issue where emailed billing documents could display four decimal places when decimal precision was configured for two.

QuickBooks Online Posting

Resolved an issue affecting posting operations to QuickBooks Online.

Version 6.3.0

Release date: 24 April 2026

This release improves Billing Document configuration, Source Collector behavior, accounting integrations, and billing accuracy.

Added

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 and invoice sub-groups associated with the customer or Contract.

Improved

Conditional Billing Field Behavior

Improved dependent field behavior when creating or editing billing documents to maintain the correct relationships between Client, Product, Contract, and invoice sub-group selections.

Source Collector Naming Display

Source Collector dashboard chart titles now display correctly without being truncated.

Source Collector Tag Handling

Source Collector tags now update correctly when tags are added after initial creation or when Ignore Record Identifier is enabled.

Odoo Integration

Odoo invoices can now include links to the related Varibill invoice, improving traceability between systems.

Xero Integration

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

Resolved

Rated Data Quantity Rounding

Resolved a rounding issue affecting rated transaction quantities so that the original transaction values are preserved in billing transaction data.

Incorrect Email Server Notification

Resolved an issue where users could incorrectly be told that no email server was configured when a valid email service configuration already existed.

Duplicate Currency Code Validation

Improved validation to prevent duplicate currency entries from affecting Forex rate configuration.

Version 6.2.1

Release date: 09 April 2026

Improved

Billing Workflow Stability

Improved backend stability across billing workflows.

Billing Document Reversal Performance

Improved billing document reversal performance.

Resolved

Xero Credit Note Posting

Resolved an issue where credit notes did not post correctly to Xero.

Billing Document Line Item Splitting

Resolved an issue where billing document line-item splitting did not correctly handle multiple unit rates after billing.

Contract Deletion Messaging

Corrected the message displayed when attempting to delete Contracts linked to invoiced sub-groups and related dependencies.

Version 6.2.0

Release date: 27 March 2026

This release introduces Tenant-level configuration in the User Interface and updates Source Collector network configuration.

Added

Tenant Details

A new Tenant Details screen allows customers to maintain Tenant information used in generated billing documents and select available billing report templates.

Report template selection is available under:

Tenant > Tenant Detail > Tenant Detail Editor > Report Details

Read more: Manage Tenant Detail

Improved

Outgoing IP Address Update

Updated outgoing IP address configuration used by Varibill Source Collector jobs.

Customers that allowlist Varibill connections to external systems may need to review their firewall configuration against the latest regional IP information.

Version 6.1.0

Release date: 20 March 2026

This release introduces preview support for Odoo, expands billing export information, and improves direct navigation between Tenants and records.

Added

Odoo Accounting Integration (Preview)

Odoo accounting integration is available in preview.

Because preview functionality may change during testing and customer feedback:

• test in a non-production or controlled environment first;
• validate outputs against expected accounting results;
• avoid relying on preview functionality for financial reporting or compliance; and
• contact Varibill Support for onboarding and validation guidance.

Improved

Billing Document Export Enhancements

Billing document exports now include:

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

These fields provide additional visibility into foreign exchange values used during billing.

Direct-Tenant URL Navigation

URLs now include a Tenant identifier, allowing supported links to open the relevant Tenant and record directly.

Resolved

Billing Document Viewing After Update

Resolved an issue where a billing document could not be viewed after editing.

Version 6.0.9

Release date: 13 March 2026

Improved

Billing Transaction Data Integrity

Billing transactions now retain the original calculation data used during billing, improving consistency across billing documents, exports, and reporting.

Billing Document Export Fields

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

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

Resolved

Billing Document Grid Refresh

Resolved an issue where the Billing Documents grid did not reload correctly after a page refresh.

Source Data Save Reliability

Resolved an issue where saving Source Data during intermittent errors could result in record deletion.

Source Data Billed Value Display

Resolved an issue where billed values could display an incorrect calculated value.

Version 6.0.8

Release date: 06 March 2026

Added

Expanded Billing Document Export Fields

Billing document exports now include:

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

Improved

Billing Document Reversal Queuing

Improved billing document reversal performance.

Resolved

Duplicate Unrated Data Import

Resolved an issue that allowed duplicate unrated Source Data to be imported.

Source Data Save During Errors

Resolved an issue where saving Source Data during an error could result in record deletion.

Source Data Billed Value

Resolved an issue where billed values could display incorrectly.

Version 6.0.7

Release date: 19 February 2026

Added

Reversal Guidance Documentation

Documentation is now available for performing reversals in the User Interface.

Improved

Billing Document Performance

Billing Documents now use the modern platform architecture, improving document generation, loading performance, and system stability.

Default Date Range

Billing screens now default to a three-month range from the previous month through the next month.

The same period is also available as a quick range.

Version 6.0.6

Release date: 13 February 2026

Added

New API Operations

The following API operations are now available:

• BillingLineItems
• BillingLineItemTransactions
• BillingTransactions

These provide additional access to billing data through Billing Header references.

Improved

Reversals Moved to User Interface

Invoice and credit note reversals are no longer performed in Varibill Classic. Reversals are now performed in the Varibill User Interface.

API Enhancements

Updated BillingHeaderLineItems and BillingHeaderLineItemTransactions.

Changes include:

• removal of orderby query-string support;
• record limits increased from 1,000 to 10,000; and
• rate limits increased from 300 to 900 calls per five minutes.

Version 6.0.5

Release date: 05 February 2026

Improved

Source Type Dashboard Filters

Source Type dashboard graphs now update immediately when selections change, with improved filter reliability and retained user preferences.

Bulk Selection Logic

Select All now selects only visible records, and action counts show how many records are affected.

Filter Search Highlighting

Matching results are now highlighted in grid searches.

Platform Performance

Improved database performance and handling of large datasets.

Enhanced Process Notifications

Long-running processes now provide active status indicators, progress information, and estimated completion times.

Source Type Field Simplification

Simplified Source Type configuration with system-generated values, copy-to-clipboard support, and improved field guidance.

Resolved

ConnectWise Invoice Posting

Resolved processing issues when posting invoices to ConnectWise.

Version 6.0.4

Release date: 16 January 2026

Improved

Grid Usability

Updated grid action icons and added double-click support for opening records.

Data Freshness Indicators

Supported screens now display the last refresh time using easier-to-read timestamps.

Platform Performance

Improved Billing Documents and dashboard performance, database processing, and general system stability.

Backend Improvements

Improved billing and Source Data handling.

Resolved

Billing Period Population

Resolved an issue where the Billing Period did not populate correctly.

Version 6.0.3

Release date: 19 December 2025

Resolved

Forex Currency Validation

Resolved an issue where currency validation could fail during Forex configuration.

Billing Documents Grid

Resolved an issue that could cause an error banner to display on the Billing Documents grid.

Version 6.0.2

Release date: 28 November 2025

Added

View Document Button

Billing documents can now be opened directly from the Billing Document Editor.

Billing Document Actions

The following actions are now available from the Billing Documents grid and Billing Document Editor:

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

Resolved

Billing Comparison Report

Resolved issues affecting date sorting and product filtering in the Billing Comparison report.

Xero Authentication

Updated the Xero authentication flow to support multiple regions.

Version 6.0.1

Release date: 21 November 2025

Version 6.0.1 marked the launch of the Varibill User Interface and introduced major Billing Document, Contract Service, File Management, and bulk workflow functionality.

Added

Billing Documents

Users can now create invoices, edit transactions, update existing documents, and delete open invoices directly in the User Interface.

Bulk Actions for Billing Documents

Billing Documents support bulk actions for:

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

Date Range Behavior

Updated date-range behavior includes inclusive end dates for more consistent billing and reporting results.

Bulk Update Enhancements

Added the Document Date field and expanded bulk update support across multiple grids.

File Management Improvements

Improved column descriptions and field guidance in File Management.

Grid Search Highlighting

Matching search results are now highlighted within grids.

Contract Services

Users can now add services directly to Contracts and update Contract details in the User Interface.

Additional UI Improvements

Improved date handling, field descriptions, and in-page guidance.

Earlier Releases

Version 6.0.1 marked the launch of the Varibill User Interface, replacing billing and configuration workflows previously performed through Varibill Classic.

For information about the transition from Varibill Classic, see Varibill Classic (Legacy) Deprecation and Migration Roadmap.