1. Audit trail for Data Reports

Data Report actions (start/ready to download/delete) are now tracked in the Audit Trail, supporting compliance and full traceability of Data Report operations.

2. Custom period for creating Data Reports

Data reports can now also be generated for custom time periods. In addition to the existing options for the current or previous calendar month, the ‘Custom period’ option is now available. This allows to set the start and end dates flexibly – even for individual days. This means reports can be generated specifically for the desired time period. Further information on data reports can be found here.

3. Documents Data Report expanded to include ‘coupon’ and ‘business segment’ columns

The Data Report for documents has been expanded to include additional information. The new columns ‘Business Segment Ident’ and ‘Coupon Code’ are now available in the Data Report. This makes it even easier to segment documents and analyse associated voucher codes directly. Further information on data reports can be found here.

4. Scheduling Data Reports

Scheduling Reports allows you to configure and manage recurring reports centrally. Reports can be generated automatically for defined data areas and attributes at intervals of your choice – daily, weekly, monthly or custom. In addition, an execution delay can be set to postpone report generation and ensure greater data completeness. All scheduled reports are displayed in the familiar report overview table once they have been generated. Further information on configuring scheduled Data Reports can be found in the documentation.

5. Costum columns for Data Reports

Data Reports can now be flexibly adapted to individual requirements. You can specify which columns should be included in the report, and column headings can be renamed as required. This ensures that reports contain only the information that is actually needed. Further information on data reports can be found here.

6. Properties to Column for Data Reports

Reports can now be configured with even greater flexibility. Instead of outputting all properties together, individual properties can be selected specifically as separate report columns. A custom column header can be defined for each property, allowing reports to be tailored precisely to specific requirements. Properties that have not been configured are not included, making report files clearer and more concise. Further information on data reports can be found here.

7. Draft Documents

instellix now supports a configurable draft stage for invoices, credit notes, and deposit invoices. Rules defined via JSONata expressions determine which documents require approval before finalization — for example, all invoices above 10,000 EUR, documents for a specific billing group, or country-specific cases. Multiple rules are evaluated with OR logic; if any rule matches, the document is held as draft.

Draft documents are reviewed under Billing → Draft Documents: preview, approve, or reject directly from the list. Configuration is managed under Configuration → Billing → Draft Documents and can be updated without a deployment. More details regarding the configuration can be found here.

We also added a dashboard tile showing the number of documents currently in draft.

Previously, errors in finalized documents required cancellation or credit note correction. Draft Documents eliminate this by introducing a controlled review step before any document is legally finalized.

Note: Draft Documents is currently available to users with Beta Preview access. General availability is planned for an upcoming release.

8. SSO Configuration Selfservice

Single Sign-On (SSO) can now be configured directly within the Webportal. User with Admin Rights can create and manage as many SSO configurations as required, based on OpenID Connect (OIDC) and/or SAML. In addition, it can be specified whether users are redirected directly to the identity provider or continue to see the classic login page with local login and SSO selection. Further information on configuring role mapping can be found here.

9. Role Mapping for SSO Configurations

SSO users can now be automatically assigned roles in the Webportal. Using freely configurable rules, any token claims from the identity provider (such as groups, email domains or other user attributes) can be mapped to instellix roles. Permissions are thus automatically assigned upon login, eliminating the need for manual role assignment by Admin Users. After their first SSO login, users can immediately start working with the rights assigned to them. Further information on configuring role mapping can be found here.

10. Configuration Transfer

Configuration transfer is now available for selected configuration areas (SSO Configuration and Tax Rules). Export existing configurations as a JSON file and import them into the same or another tenant or environment to quickly reuse proven setups. Imported configurations are automatically validated to identify missing dependencies, duplicate identifiers, or required values before they are saved. Detailed instructions and supported configuration types can be found in the documentation.

11. csv Export for Users expanded to include 'User roles'

The ‘User roles’ column is now available in the csv export of the user table. This means that the roles assigned to each user can now be exported directly alongside the user data. This makes it easier to analyse and document user permissions outside the application.

12. Settlement Retrieval Schedule

Payment administrators can now configure the settlement retrieval cronjob directly in the Merchant Payment Account — no developer involvement required. The schedule is set via a time picker and is only shown when a SettlementSourceId is configured.

13. PaymentIntent Status on PreBookedItems

The OPOS Case overview now displays the PaymentIntent status directly on PreBookedItems, making failed payment attempts visible at a glance without additional navigation.

Note: This status is only shown for PreBookedItems created after this release. Existing items will not display a status.

14. Bug fixes

Fixed a bug where Customer Payment Account creation required the wrong scope. The role "Order Manager & Customer Support" can now create Customer Payment Accounts as intended.

15. Add image ident to contract creation request

The contract creation API now accepts an optional imageIdent field. This allows tenants to reference a previously uploaded logo/image at contract creation, which will be printed on all documents generated from that contract.

16. Fix: adding coupons when creating contracts without start date

Fixed an error that occurred when creating a contract without a start date while applying a coupon. The system now accepts coupons on contracts when no start date is set.

17. Fix: plan change validation for usages at period boundary

Fixed incorrect validation that blocked scheduling a plan change at the next billing period when metered usages existed on the contract.