Updated: 29 July 2026
Maxio is excited to announce the following updates and new features released during the month of July. We'll be updating this article throughout the month as new features become available. To get notified about any changes to this article, simply click the Follow button.
Billing
Build configurable List Reports for custom data exports
Maxio Core users can now create configurable List Reports by selecting a base object — Invoice Line Item, Invoice, Transaction, or Contract — choosing fields from that object and approved related objects, applying filters, and exporting the results. Each report returns exactly one row per base object record, and reports can be saved, copied, scheduled, and emailed using existing reporting infrastructure. This capability is available when the List Report feature is enabled for your account. (Released: 1 July 2026)
- Why it matters:
Previously, getting data from core objects and their related entities often required custom exports or one-off report enhancements. List Reports let you answer reporting and data export needs yourself — including pulling related fields like Customer Name or Contract Name into an invoice line item export — without waiting on custom work.
- Where to find it:
When the List Report feature is enabled, the new List Report type appears in the report builder alongside your existing reports. New List Reports default to Transaction as the base object, and you can select fields from the base object and its approved related objects, with labels grouped by object prefix.
Automated discounting with list and sales price tracking
We have introduced the ability to calculate and track discounts based on the difference between a product or component's list price and its actual sales price. Subscription items can now reference an original list price point even when a custom sales price override is applied. (Released: 10 July 2026)
- Why it matters:
This provides a flexible new method for discounting without requiring explicit coupon codes. It allows you to maintain a clean product catalog with standard list prices while applying specific overrides at the subscription level. This also unlocks enhanced reporting insights, allowing you to analyze performance by comparing "list-side" totals against actual revenue.
- Where to find it:
List prices can be set during all subscription configuration actions including subscription creation and component allocations. List pricing can optionally be displayed on invoice lines to to show your customers a the discount they received. List prices are also visible on Maxio Core Transactions and can be utilized within Advanced Revenue.
Payments
Identify buyers impacted by your surcharge settings
Before enabling surcharging in Maxio Payments, you can now generate a CSV report of buyers who will be affected based on their credit card payment profiles and US billing addresses. This lets you identify and proactively contact impacted customers before surcharge settings go into effect. (Released: 16 July 2026)
- Why it matters:
Transparency is key when implementing surcharges. This tool lets you perform proactive outreach to affected customers, helping manage expectations and reduce potential churn or support inquiries before you enable surcharge settings.
- Where to find it:
The surcharge impact utility is available in your Maxio Payments account and cross-references your Advanced Billing payment profiles with your surcharge configuration.
Customer-level surcharging controls
You can now enable or disable surcharging at the individual customer level. Surcharging remains enabled by default for all customers, but you can override this setting for specific accounts directly within the product interface or via bulk actions. (Released: Jul 03, 2026)
- Why it matters:
This update provides greater precision in how you apply surcharges. Instead of a one-size-fits-all approach, you can now tailor surcharging preferences to meet specific customer agreements or regional requirements, saving time by managing these settings in bulk or individually.
- Where to find it:
You can manage these settings on the Customer Detail page or by using the bulk edit toolbar on the Customer List.
View interchange and scheme fee detail for transactions
Maxio Payments merchants can now see a detailed breakdown of interchange and scheme fees on settled credit card transactions. The qualified fee tier, fee name, and fee amount are visible on the transaction detail page, the transaction list page, and in exports. (Released: 28 July 2026)
- Why it matters:
Previously, merchants had no way to see which interchange tier a transaction qualified for without pulling external reports or contacting support. This update surfaces that detail directly in Maxio Payments, making it easier to verify that transactions are qualifying for the best available rates and to investigate fee discrepancies.
- Where to find it:
Navigate to any settled credit card transaction in Maxio Payments. The interchange and scheme fee breakdown is available on the transaction detail view. You can also add the fee detail column to the transaction list page and include it in exports for offline analysis.
Accounting
Set conditional rules for revenue reallocation
Advanced Revenue now supports conditional if-then rules for revenue reallocation, letting reallocation formulas adjust automatically based on transaction attributes such as amount, transaction type, product family, item type, contract term length, or custom fields. (Released: 16 July 2026)
- Why it matters:
Teams no longer need manual adjustments or artificial product configurations to vary reallocation behavior by transaction. Each rule is logged for audit and reporting, supporting more precise ASC 606 compliance and more flexible, cleaner contract structures for complex deals.
- Where to find it:
Available now in Advanced Revenue, under revenue reallocation settings.
Sync Advanced Revenue Summary journal entries to Sage Intacct
Advanced Revenue Summary now supports Sage Intacct as a GL Sync destination. Finance users can configure Sage Intacct in the GL Sync panel, preview journal entry payloads before syncing, and automatically create or update revenue recognition journal entries in Intacct, without manually recreating them. (Released: 15 July 2026)
- Why it matters:
Sage Intacct users previously had no automated path to sync Advanced Revenue Summary journal entries to their general ledger, while QuickBooks, NetSuite, and Xero users did. This update brings Sage Intacct to full parity, eliminating the manual work of recreating journal entries in Intacct.
- Where to find it:
In Advanced Revenue Summary, open the GL Sync panel. If your Sage Intacct integration is connected, Sage Intacct appears as an available GL Sync provider. Select it to configure your journal settings and begin syncing.
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