Highlights
- AI Reporting (first version)
- Enhancements to price maintenance
- Enhancements to look and feel of Contracts and Contract lines
User Rights Summary
New user rights related to new dashboards
- Menu - AI Reports [3547] (for using the AI reporting)
- Menu - Saved AI Reports [3548] (to save prompts or edit them)
- Menu - AI Report topics [3549] (to create new or modify existing AI topics, for super admins only)
- Menu - Object Charge Sharing [3532]
- Button - Delete Contract Lines [3605] (to delete one or multiple contract lines)
Existing user rights with changed functionality
- Button - Delete contracts [3595] (to delete one or multiple contracts, their contract lines and expires related prices)
AI Reporting
The first version of AI based reporting is now available and can be found under Reporting menu. You can ask the AI basic questions about invoicing or customers.
AI is used in a secure way where data itself is not accessible to AI engine, but instead AI is introduced the structure of the data and based on this AI generates a query resulting in the answer to the prompt.
Saved AI Reports allows key users to store prompts which have proven to work well and these are visible to all AI Reporting users under the prompt text box. Otherwise user can just see their own prompt history and reuse them or delete them.
Price Maintenance
Prices by Organization and Prices by Product grid contents have been altered to contain less but more relevant columns. The same has been done for the fields in Add/Edit Prices. The content may differ due to a couple of settings in your environment:
- TAXMODEL - defines whether taxes are maintained in prices, calculated afterwards or not dealt with at all. The value has been already defined by your consultant.
- PRICING_TELESERVICES_ENABLED - this setting is aimed for telco customer needs or for environments using otherwise more complex price parameter definitions, and basically all fields that are no longer visible, are hidden by this setting. This setting also has been already defined by your consultant.
All other pricing units from the drop down list except options pcs, charged * x and discount are by default hidden from the selection list. If you have others in use, those can easily be returned to the selection list.
Contract Module
Contract header and all Contract line types have been visually enhanced. This includes layout changes, field reordering and adding some tooltips.
Additionally for Usage contract lines the usage data is now more easily available without need to click the separate Statistics button. The content also displays the calculated price for the usage, and shows an error marking in case fetching the price for the usage failed for any reason.
Also related to the Usage contract lines, Product for base fee selection can now also be removed from Usage contract line (for example if selected by accident).
There is now also an option to add custom fields to both the contract header and contract lines. Your Good Sign consultants can take these into use for you if needed.
Delete contracts and Delete contract lines functionalities are now available.
- Delete contract lines
- Available on Contract Lines dashboard
- Deletes selected contract line(s) and once deleted, they can no longer be used for invoicing, and they are not visible
- Prices related to the contract lines will be expired
- If contract line has uninvoiced charges, deletion cannot be done
- Delete contracts
- Available on Contracts dashboard
- Deletes contracts and their contract lines. Once deleted, they can no longer be used for invoicing, and they are not visible
- Prices related to the contracts or their contract lines will be expired
- If the contracts or their contract lines has uninvoiced charges, deletion cannot be done
Both actions can also be completed via GS API (Contract actions endpoint). See https://apidocs.goodsign.fi/ for details. Also, both actions leave a specific track to change history for audit trail.
Hubspot integration
There is now a full version of HubSpot integration available. The HubSpot – Good Sign integration enables automatic synchronization of company and deal data, including line items, from HubSpot to Good Sign. The integration streamlines contract creation in Good Sign when a deal in HubSpot reaches the 'Closed Won' stage.
Setup: HubSpot adapter starts Good Sign app installation process to customer HubSpot instance which enables integration between HubSpot and Good Sign. Installation process starts from Good Sign and it ask customers HubSpot portal ID and creates API user for customers Good Sign environment used for API calls towards Good Sign GS API.
Azure integration
There is now a full generic version of Azure billing integration. Once installed, it fetches the billing data from Azure Data Lake, creates needed organizations in Good Sign and guides items under the correct organizations. Then billing tasks create the monthly and usage-based charges which can then be invoiced with the schedule of your choice.
Visual UI Changes
Various screens' visual look has been changed, such as organization add/edit/delete, Invoice preparation add/edit, invoice scheduling add/edit, products.
Object Charge Sharing
There is now a generic service to share charges of an individual object to different customers (organizations). For example, you can make definition that whenever a charge is directed to the defined object (this could be, for example, an individual server) the charged amount is split automatically amongst the target organizations based on the defined percentages.
This service can be found from the management menu of Objects by Organization, Objects by Profile and Objects List dashboards once you have selected an object.
Miscellaneous
Custom Contracts dashboard grid now has the same advanced functionalities as other grids (column locking and selection etc.). Grid columns have also been updated and Object history action is now available.
Performance improvements have been made for the following generic billing tasks (no logical changes):
- Recurring base fee (billing task 100100)
- Recurring base fee, fixed plan (billing task 100101)
- Usage (billing task 100105)
Billing tasks can now be used to also:
- Run an invoice schedule: What kind of Rule You are creating has new option: Closes single schedule
- Command an interface to execute: What kind of Rule You are creating has new option: Sends the notify to another interface
- Create new object profiles if needed. What kind of Rule You are creating has new option: Create or update new profile.
There are a couple of new adapters available for use in interfaces:
- SQL Query Adapter: Enables connecting to an external database for importing data
- Webhook Configuration: Enables creating webhooks (HTTP(s) with basic or oauth2 authentication or SFTP) for any of the change history actions in Good Sign
For GS API changes, please see https://apidocs.goodsign.fi/.
Fixes
- Invoice line edit caused unwanted duplication of invoice lines if user switched back and forth between invoice header and invoice line information.
- On Invoice Preparation, you can now use Schedule (previously Rule) field for searching and filtering. You can use both the name or the ID. This allows user to, for example, more easily find all invoices closed by the same schedule.
- On charges/charge tickets as well as on invoice lines, price per unit value is now calculated to show the correct logical value (amount * price per unit = total price) for unit (pcs) priced items, even when discounts are involved. Total price calculation has been correct all along, change is only in the value presented in Price per unit field.
- Occasional duplication of tabs within Edit Charge view was fixed.
- System setup maintenance also now works properly in circumstances where the display name of the field contains spaces.
Last updated on May 6, 2025