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January 31

In this update, we launch manual final booking marking, expanded reference matching conditions, and notes directly in the invoice list.

New Features​

  • Manual final registration option for ERP-reconciled invoices
    If an export to your ERP fails and the invoice is reconciled directly within your accounting system, a new 'Set as fully registered' action lets you complete the workflow in Winvoice. You can enter the ERP invoice number to maintain accurate audit trails and automated payment status tracking. WIN-1272

  • Advanced matching rules for invoice references
    Build more powerful routing and automation rules with flexible matching criteria for invoice references, including 'Contains', 'Starts with', and 'Ends with' (case-insensitive). WIN-1235

  • Notes Column in Invoice List
    You can now add a notes column to the invoice overview showing the number of notes with an icon. Hover over the icon to quickly preview the most recent note. WIN-1227

  • Open Invoice Attachments in Separate Window
    You can now pop out invoice attachments into a dedicated browser window, making dual-monitor workflows and side-by-side reviewing effortless. WIN-1199

  • Attachment Count in Invoice List
    The invoice list now displays the number of attachments on each invoice, making it easy to identify supporting documentation at a glance. WIN-1197

  • Invoice labels and tagging
    Introducing invoice labels! Tag documents for flexible categorization, review labels directly from the overview, and streamline your workflow with clear visual markers. WIN-1093

  • View current approvers directly in the invoice list
    You can now see which team members are currently assigned to approve an invoice straight from the list view, saving clicks and speeding up follow-ups. WIN-1090

  • New approval permission for line assignment
    Introduced an approval permission that specifies which users can be selected as approvers on invoice lines, preventing misassignments while keeping the workflow running smoothly. WIN-1082

  • Workflow conditions based on supplier labels
    You can now create targeted approval and routing rules based on supplier labels, providing greater flexibility and automation across your invoice workflows. WIN-727

  • Customizable permissions for standard roles
    Administrators can now tailor permissions for standard roles at both the organization and customer level, including granular control over accounting adjustments and customer ownership assignments. WIN-567

  • Invoice search by line-level details and dimensions
    Enhanced invoice search now allows filtering directly by invoice line properties, including cost centers, projects, dimensions, and assigned approvers. WIN-535

  • Import and download historical invoice data
    Introduced options during onboarding and system setup to import and export historical invoice data starting from a specified date. WIN-463

Improvements​

  • Alphabetical sorting of column options
    When customizing your table views, available columns are now arranged alphabetically, making it faster and easier to locate the fields you need. WIN-1279

  • Smoother mobile loading experience
    The placeholder loading screen on mobile has been updated to mirror the actual invoice page layout, offering a more seamless transition while data loads. WIN-1278

  • Clearer feedback for unsupported attachment formats
    When uploading additional attachments with unsupported file types, the system now provides clear guidance instead of failing abruptly, allowing you to proceed with invoice processing seamlessly. WIN-1274

  • Reorganized client and company details
    Company and client profile details have been relocated to a more intuitive place within settings, providing a cleaner overview and streamlined administration. WIN-1269

  • Refreshed styling for dropdown menus and notifications
    Updated the visual styling of select menus and notification panels, ensuring a clean, cohesive, and modern look across the application. WIN-1264

  • Optimized mobile view for default accounting
    Adjusted spacing and dividers in default accounting views on mobile devices, making accounting details much easier to review and edit on smaller screens. WIN-1263

  • Resilient automatic retry for invoice retrieval
    Invoices that encounter temporary retrieval hiccups are now queued for automatic retry during the next scheduled sync, without triggering repetitive alert notifications. WIN-1262

  • Streamlined notifications for automated background jobs
    Refined alert distribution to prevent redundant messages when background sync tasks encounter transient issues and recover, keeping admin inboxes tidy and actionable. WIN-1261

  • Consistent dropdown menu widths
    Aligned the widths of dropdown selectors across input forms and tables for a balanced, visually cohesive interface. WIN-1258

  • Improved substitute manager on mobile
    The substitute management interface is now fully optimized for mobile devices, making it seamless to manage approval delegations and out-of-office coverage on the go. WIN-1256

  • Enhanced visibility for amount discrepancies
    Differences between total invoice amounts and distributed lines are now highlighted more clearly with improved contrast and styling, making it easier to catch and resolve discrepancies. WIN-1250

  • Consistent sizing for multi-select fields
    Standardized the dimensions of multi-select input controls to match other form fields, ensuring a cohesive and polished layout across the application. WIN-1244

  • Improved status badge alignment on invoice page
    Status badges and secondary indicators are now aligned neatly on the same line on the invoice details page, providing a cleaner and more compact layout. WIN-1241

  • Consistent styling for integration connect buttons
    Standardized the color and visual styling of integration connect and sync buttons to align with overall system branding. WIN-1239

  • Refined spacing for informational icons
    Polished the spacing and alignment between info icons and text labels across the application for a cleaner and more readable appearance. WIN-1238

  • Option to hide preliminary cost and liability accounts
    You can now hide preliminary posting and accrual accounts from the coding interface, providing reviewers with a cleaner and more focused ledger view. WIN-1231

  • Automatic flipping of negative debit and credit amounts
    Entering a negative value in debit or credit columns now automatically transfers it as a positive amount to the opposing column, both during manual editing and invoice import. WIN-1230

  • Smarter Response Handling in Line Review
    When reviewing an invoice line, text previously entered in the notes dialog is now automatically pre-filled in the review dialog, saving time and preventing duplicate notes. WIN-1226

  • Refined Visual Click Feedback
    Interactive click feedback and visual ripple animations have been smoothed out for a cleaner, more cohesive interface. WIN-1222

  • Improved Attachment Viewer Navigation
    The layout and contrast for the page selector in the attachment viewer have been refined, making multi-page documents easier to browse. WIN-1221

  • Suggested Next Supplier Number
    When creating a new supplier, Winvoice now automatically suggests the next sequential number if your existing supplier numbering is numeric. WIN-1217

  • Clearer Company Identity on Invoices
    You can now always see clearly which company an invoice belongs to in the detail view, whether viewing a single invoice or navigating multiple invoices. WIN-1216

  • Consistent Styling for Inactive Fields
    Disabled input fields and buttons have received a standardized, polished look across the platform, making editable and read-only elements easily distinguishable. WIN-1212

  • Faster Handling of Multi-Line Invoices
    Performance has been significantly improved when working with large invoices containing over 100 line items (such as EDI shipments), ensuring smooth and responsive navigation. WIN-1207

  • Prevent duplicate values in selection groups
    To ensure clean and accurate configuration data, selecting duplicate entries within the same value component group is now prevented. WIN-1195

  • Refined layout for applying accounting templates
    Improved the interface alignment and visual structure when applying accounting templates, providing a cleaner and more intuitive experience. WIN-1174

  • Enhanced loading appearance in lists
    Improved list placeholder displays to eliminate transparency issues while new data is being retrieved. WIN-1171

  • Remember attachment zoom level and magnifier
    The invoice viewer now remembers your preferred zoom setting and magnifier toggle, creating a faster and more seamless review process across documents. WIN-1153

  • Enhanced permission validation for changing invoice company
    Improved the permission checks governing which users have access to change the assigned organization or company on an invoice. WIN-1122

  • Bulk deletion of invoices
    You can now select multiple invoices and remove them at once, saving valuable time when cleaning up rejected or test documents. WIN-1108

  • Streamlined and secure password updates
    Password changes and resets are now handled via a secure email verification link, ensuring higher account security and a smoother login experience. WIN-1103

  • Faster and smoother invoice loading
    Optimized the invoice overview to significantly improve load times and responsiveness, even when working with large volumes of invoices. WIN-1076

  • Validation safeguard when deleting accounting templates
    Added built-in validation to prevent accidental deletion of accounting templates that are currently linked to active rules or workflows. WIN-665

  • Modernized and unified user interface
    Updated the platform's visual design system to deliver a more consistent, modern, and seamless user experience across all views. WIN-409

Integrations​

  • Visma.net Visma.net: More reliable payment status synchronization
    Enhanced the payment status synchronization with Visma.net to ensure settled invoices are recognized accurately, keeping your accounts payable status consistently up to date. WIN-1270

  • Visma.net Visma.net: Optimized registration date handling
    For organizations integrated with Visma.net, transaction registration dates now consistently reflect the invoice date to comply with Visma.net posting rules and ensure smooth data sync. WIN-1229

  • Enhanced Supplier Tag Synchronization
    Supplier data synchronization has been improved to seamlessly resolve conflicts when importing and syncing suppliers with connected ERP systems. WIN-1223

  • Visma.net Simplified Visma.net AutoInvoice Onboarding
    Connecting to Visma.net AutoInvoice is now much smoother thanks to automated retrieval of required integration keys and credentials during setup. WIN-1215

  • AutoInvoice Configurable invoice flow during Visma eAccounting onboarding
    During onboarding, organizations can now directly choose their preferred incoming invoice flow for Visma eAccounting, selecting either AutoInvoice or draft invoices. WIN-1168

  • Automatic item descriptions on electronic invoice lines
    Item descriptions from electronic invoices (Peppol/EDI) are now automatically mapped directly to the invoice line description text, improving accounting clarity. WIN-1119

  • Visma.net Visma.net: Enhanced status handling for queued registrations
    Improved synchronization with Visma.net for preliminary and final registrations queued by the ERP. Winvoice now continuously checks and verifies the status until registration is completed. WIN-941

  • Visma.net Visma.net: Manual purchase order matching on invoices
    You can now manually connect purchase orders to supplier invoices directly within Winvoice, ensuring seamless synchronization with Visma.net. WIN-390

Bug Fixes​

  • Improved handling of attachments with special characters
    Resolved a capacity issue when processing attachments containing extensive text or special characters. Attachment data is now preserved accurately without truncation or unexpected errors. WIN-1296

  • Corrected user profile layout
    Resolved a layout issue where user avatars, badges, and text could extend beyond the screen edge. Profile elements are now neatly contained across all screen sizes. WIN-1277

  • Stabilized EDI invoice tag in supplier settings
    Fixed a visual issue where the EDI invoice tag shifted unexpectedly within supplier settings. The interface now remains fixed and easy to configure. WIN-1276

  • Fixed issue when removing invoice lines
    Resolved an issue where deleting an accounting or item line could cause the invoice view to freeze. Lines can now be removed smoothly without interruptions. WIN-1265

  • Refined mobile list display
    Resolved a visual issue where redundant dividers appeared between rows in mobile lists, creating a cleaner and more readable view. WIN-1253

  • Corrected VAT calculation for 0% standard rate
    Resolved a calculation issue that occurred when an organization's default VAT rate was set to zero percent. Amounts including VAT are now always computed accurately. WIN-1252

  • Reliable approval routing with negative rounding
    Resolved an issue that prevented invoices with negative rounding amounts from being sent for approval. WIN-1251

  • Profile picker styling fix in dark mode
    Resolved a display issue where the profile avatar circle appeared clipped when using dark mode. WIN-1246

  • Resolved issue when removing attachments
    Fixed an issue where the user interface could get stuck in an unconfirmed state when deleting attachments from an invoice. WIN-1240

  • Fixed Active Organization Loading on Refresh
    Resolved an issue where the currently selected organization was occasionally delayed or reset when refreshing the browser page. WIN-1220

  • Corrected Validation Icon Alignment
    Fixed an issue where validation and warning icons could misalign neighboring input fields and disrupt the layout. WIN-1218

  • Corrected Accounting on Rounding Lines
    Fixed an issue where default account coding rules could inadvertently be applied to rounding lines instead of invoice expense lines. WIN-1210

  • Resolved period filtering in multi-view mode
    Fixed an issue where invoice search date periods did not behave correctly when using the multi-view layout. WIN-1189

  • Improved page navigation
    Resolved an issue where an unexpected dialog prompt could appear when navigating back to the previous page. WIN-1181

  • Resolved sign-out issues
    Fixed an issue that could prevent users from signing out reliably. User sessions now terminate immediately and securely. WIN-1098

  • Resolved missing pre-approval step on default accounting
    Fixed an issue where the pre-approval workflow stage was bypassed when default accounting rules were applied. Invoices now reliably follow the complete approval path. WIN-1081

  • Improved readability in disabled input fields
    Fixed a display issue where long text inside locked or read-only fields was truncated or scrolled unexpectedly. Field content is now fully visible and easy to read. WIN-791

  • Accurate project dimension handling during preliminary registration
    Resolved an issue where project dimensions were not properly applied during preliminary invoice registration to the ERP system. WIN-626

  • Resolved issue with account linking
    Fixed an issue that prevented users from successfully linking accounts within system settings. WIN-623