Monthly Product Roundup – September 2024
FEATURES
In automation news: Run branching workflows on-demand
Exciting news! We’ve introduced a powerful new feature that allows you to run branching workflows on-demand. This means you can now execute specific sections or branches of your complex workflows, providing greater flexibility and control.
Why this matters:
- Enhanced efficiency: Streamline your workflow management by testing and executing specific branches without publishing the entire workflow.
- Increased control: Gain more granular control over your workflows with the ability to run individual sections on demand.
- Improved adoption: Leverage the full potential of branching functionality in your workflows.
How it works:
- Visual conditions: Easily see and manage conditions within the On-Demand view.
- Enable/disable sections: Choose which sections or branches to execute.
- Clear hierarchy: Understand the flow of your workflow with a clear visualization of conditions and paths.
This new feature is available to all BetterCloud customers. Simply navigate to the “Actions” button and select “Workflows” to access it.
Platform update: One platform to rule them all!
Here’s the good news: We’re making it easier than ever to switch between BetterCloud User Automation and Spend Optimization! Now, you can log in to one platform and seamlessly access the other without needing to re-enter your credentials.
What this means for you:
- Save time: No more logging in twice! Simply log in to your preferred platform BetterCloud User Automation (formerly known as BetterCloud) or Spend Optimization (formerly known as BetterCloud Track) and switch between them with ease.
- Improved workflow: Effortlessly bounce back and forth between managing your Google Workspace and utilizing Spend Optimization’s features.
How it works:
- Once you log in to either BetterCloud User Automation or Spend Optimization, you’ll be automatically logged in to the other platform as well (provided you’re using a supported authentication method).
- This means you’ll land directly on your designated homepage for each platform without any additional login steps.
What about new Spend Optimization (aka Track) users?
If you haven’t used Spend Optimization before, you’ll be prompted to sign up quickly after your initial login through BetterCloud User Automation. This sign-up process will be smooth and straightforward, allowing you to create your Track workspace and explore its features.
Important notes:
- If you already have a Spend Optimization account, you won’t need to sign up again. You’ll be automatically logged in to your existing Spend Optimization environment.
- Spend Optimization and external review platforms like G2 will remain separate systems. Logging in to one won’t automatically log you in to the other.
Supported authentication methods:
For this single sign-on (SSO) functionality to work, you’ll need to be using a supported secure login method on both platforms. This how-to guide will help answer specific questions you may have about requirements.
For any additional questions please feel free to reach out to your CSM or support@bettercloud.com
Spend Optimization application highlights (formerly Track)
Enhanced Xero integration for spend account selection
We’ve made it easier for you to manage your Xero accounts within BetterCloud Track. Now, you can select and update eligible Xero accounts directly during the initial setup process.
Here’s how it works:
- Sync your Xero account: When connecting Xero for the first time, you’ll be prompted to choose spending accounts.
- Select your accounts: Easily select multiple accounts using checkboxes.
- Set your data fetch timeframe: Choose the desired timeframe for data retrieval (default: 24 months).
We’ve made it even easier to identify eligible accounts:
- Accounts categorized as “Asset” or “Expense” will be displayed.
- Accounts containing specific keywords (e.g., Software, IT, SaaS) will be marked as recommended.
Once the sync is complete, you’ll receive a notification.
Introducing departmental tracking for ERP integrations
We’re excited to announce a new feature that will help you track your spending by department. This update will work with NetSuite, QuickBooks Online, and Intacct.
What’s new?
- Departmental details: We’ll now track department IDs and names for your ERP data.
- Improved reporting: You’ll get better insights into how much each department spends.
- Easier decision-making: Make informed choices based on detailed departmental spending information.
How does it work?
We’ve updated our integrations with NetSuite, QuickBooks Online, and Intacct to include department information. We’ve also made changes to our user interface to show you this data.
ENHANCEMENTS
Improved user experience: Always visible edit button
We’ve made a change to the Uploaded Drafts page to improve your workflow. The “Edit” button is now permanently visible on the right side of the page, so you don’t have to scroll horizontally to find it.
This update makes it easier and faster for you to edit your linked issues, web pages, and other content.
Enhance uploaded drafts with vendor field
To make it easier to manage and find contracts, please add a “Vendor” field to the “Uploaded Drafts” section of the Support Portal.
Why this is important:
- Organization: Easily group contracts by vendors for better management.
- Efficiency: Quickly find and download relevant contracts without manually reviewing each file.
- Accurate renewals: Identify and link contracts that are renewals of each other.
Example:
Imagine you have multiple contracts from NetSuite. With a “Vendor” field, you could easily filter and download all NetSuite contracts, making it simpler to manage and renew them.
Enhance transaction mapping: Add select/deselect all
To make it easier to manage similar transactions, we’re adding a “Select/Deselect All” feature. This will let you quickly choose or deselect multiple transactions at once when mapping them to products.
How it works:
- Map a transaction: When you map a transaction, we’ll suggest similar ones.
- Select or deselect: Use the “Select/Deselect All” button to quickly choose or deselect multiple transactions.
This new feature will save you time and make transaction mapping even more efficient.
Now Slack integration status is displayed
After you connect Slack to our system, you previously could not see this connection anymore. We now show you if it’s connected and let you disconnect it if you need to.
This will make it easier to manage your integrations.
Streamlined contract addition
We’ve made it easier to add contracts in BetterCloud Spend Optimization (formerly Track). Now, when you select a product from our universal search, the product information will be pre-filled. This means you won’t have to search for the product again if you’re manually adding a contract.
You can now set department budgeting alerts!
Enhanced transaction mapping: Adding vendor and subsidiary fields
We’re making it easier to map transactions by adding Vendor and Subsidiary fields. This will help you categorize transactions more accurately.
How it works:
- When mapping transactions, you’ll now see options to select the Vendor and Subsidiary.
- This will help you group transactions by company and department.
New savings discovery dashboard added
See inactive users and potential cost savings:
- Identify unused licenses: See which products have the most inactive users.
- Focus on high-spending, low-satisfaction products: Prioritize products with low Net Promoter Score (NPS) and high spending for potential savings.
- Spend Optimization (Track) spending trends: Analyze spending over the past 12 months for overlapping products.
BUG FIXES
Spend Optimization (aka Track) applications
Fixed color issue on Contracts page
The Contracts page has a dropdown menu for contracts with multiple products. When you click the dropdown, the resulting rows should all have the same teal color. Previously, the first column had a different color. It now shares the teal color across the board.