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December 14

This release brings a search feature to the organization selector, email verification for account security, and a flexible tagging system for invoices.

New Features​

  • Search in organization switcher
    You can now search directly within the organization switcher, making company switching fast and effortless across multi-entity setups. WIN-1194

  • Email verification for enhanced account security
    Introduced email verification for user accounts, providing an added layer of protection and ensuring only verified team members access your organization's financial workflows. WIN-1095

  • Custom labels and tagging system
    Organize your invoices effortlessly with customizable labels. Categorize invoices by project, department, or priority, and use labels to power smart automated workflows. WIN-1089

  • Interactive magnifier tool for invoice previews
    Inspect fine details, line items, and small text effortlessly with a new magnifying zoom feature built directly into the invoice viewer. WIN-698

  • Automated email reminders for pending approvals
    Keep your approval cycle moving and prevent late payments with automated email reminders sent to assignees who have invoices awaiting review. WIN-599

Improvements​

  • Improved text display in read-only fields
    Long text entries in read-only and disabled fields are now gracefully truncated with ellipsis, maintaining clean and legible form layouts. WIN-1211

  • Optimized spacing on empty-state screens
    Adjusted layout proportions and illustrations on empty and not-found screens to deliver a cleaner, better-balanced presentation. WIN-1205

  • Consistent alignment for read-only header fields
    Read-only fields in the invoice header now feature aligned text formatting for a clearer and more uniform invoice overview. WIN-1193

  • Expanded character support in input fields
    Input fields now accommodate punctuation and special characters, facilitating flexible entry of complex references and project codes. WIN-1192

  • Refined hover styling for form inputs
    Input fields and embedded controls now feature polished hover states, providing clearer visual cues while interacting with forms. WIN-1175

  • Priority controls for newly created workflows
    Newly created workflows can now automatically be placed at the highest priority level, ensuring your newest approval and automation rules take effect immediately. WIN-1115

  • Direct invoice links in Excel exports
    Excel exports now feature clickable links to each invoice directly within Winvoice, making invoice reviews and reconciliations faster and more convenient. WIN-1094

  • Enhanced controls for accounting fields and dimensions
    Introduced clearer rules for accounting lines and dimensions, enabling administrators to set fields as mandatory, prefilled, locked, or optional to prevent coding errors. WIN-824

  • Platform performance and stability optimizations
    Completed comprehensive performance enhancements across core invoice processing services to deliver faster load times and consistent reliability during high-volume periods. WIN-749

Integrations​

  • Visma eAccounting: Restored periodization export
    Accrual and periodization schedules are now reliably synced to Visma eAccounting across the corresponding fiscal periods. WIN-1183

  • AutoInvoice Visma AutoInvoice: Enhanced invoice and attachment import
    Improved the import workflow from Visma AutoInvoice to ensure e-invoices with comprehensive metadata and large attachments are ingested seamlessly. WIN-1166

  • Visma eAccounting: Improved setup for default accounts with VAT codes
    Resolved an issue that prevented new Visma eAccounting organizations from being initialized when default accounts were configured with specific VAT codes. WIN-1123

  • Visma Connect: Seamless user invitations
    Inviting team members through Visma Connect is now smoother and more dependable, delivering official onboarding invitations and password setup links directly to new users. WIN-1045

  • Visma: Automated license and subscription sync
    Implemented automated reporting of license and subscription metrics with Visma, ensuring seamless plan management and accurate invoicing. WIN-866

Bug Fixes​

  • Fixed default accounting application on invoices
    Default account allocations from your chart of accounts are now correctly applied when opening and reviewing invoice details. WIN-1214

  • Stable card dimensions on click
    Fixed a visual issue where dashboard and list cards could unexpectedly shift in size during clicks and user interactions. WIN-1206

  • Correct field locking for exchange rates
    The exchange rate field is now properly locked when currency rates are system-managed and should not be modified manually. WIN-1204

  • Clearer form validation feedback
    Resolved an issue where conflicting or duplicate error prompts were displayed simultaneously, ensuring clear and actionable feedback. WIN-1203

  • Accurate invoice variance calculation and placement
    Invoice differences are now presented with the correct sign and positioned in the proper summary field for precise reconciliation. WIN-1201

  • Reliable loading status display
    Resolved an issue where the global progress indicator could erroneously show an error state during normal data retrieval. WIN-1200

  • Reliable attachment upload during manual invoice creation
    Resolved an issue that could prevent document attachments from saving properly when creating an invoice manually. WIN-1185

  • Accurate logging for workflow actions
    Resolved an issue where invoice history logs did not always record applied workflow events, ensuring full visibility and auditability across all processing steps. WIN-1134

  • Visma.net Reliable global search across multiple companies
    Fixed an issue where global searches spanning multiple companies could fail to display matching results, including environments connected to Visma.net. All relevant invoices and suppliers are now presented accurately. WIN-1117

  • Safer validation safeguards for auto-approvals
    Added smarter safety checks to automatic approval workflows. If key invoice conditions change or no longer match criteria, auto-approval halts automatically and routes the invoice for manual review. WIN-1019