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March 5

This release enables dimension transfer during preliminary booking, re-running import workflows, and greater flexibility when changing approvers.

New Features​

  • Accounting dimensions included in preliminary registration
    Financial dimensions such as cost centers and projects are now transferred during preliminary invoice registration to the ERP, offering complete tracking from the outset. WIN-1333

  • Re-run import workflow for invoices
    Invoice administrators can now re-trigger the initial import workflow directly on individual invoices or in bulk. Available for invoices in the pre-approval stage, this allows automated routing and accounting rules to be refreshed seamlessly without having to re-upload documents. WIN-666

Improvements​

  • More flexible approver reassignment
    Users can now reassign invoice line approvers even without permissions to modify the line-level accounting details. This simplifies approval routing during leaves of absence or handovers. WIN-1362

  • Restored search parameters in invoice search
    Resolved an issue in the invoice view ensuring that search parameters and filter criteria are always available for quickly locating invoices. WIN-1341

  • Smarter and more accurate supplier matching
    Improved the supplier interpretation logic so that exact matches on full company names are prioritized over partial keyword matches, ensuring incoming invoices match the correct vendor. WIN-1340

  • Improved layout and button alignment in dialogs
    Refined spacing and button alignments across modal dialogs to provide a cleaner, more consistent user experience. WIN-1339

  • Cleaner status presentation in invoice views
    Streamlined invoice status badges to reduce visual clutter and provide a more focused overview of invoice states. WIN-1337

  • Optimized dialog content layout
    Resolved an issue where unnecessary horizontal scrollbars could appear in modal dialogs, ensuring a smooth and responsive presentation. WIN-1336

  • Guarded customer assignments on invoices
    Introduced stronger safeguards preventing unintentional customer reassignment on active invoices, preserving workflow continuity and correct ledger data. WIN-1326

  • Refined organization name alignment in top navigation
    Aligned the organization and company name display in the top header bar for a cleaner and more balanced layout. WIN-1308

  • Enhanced permission controls for accounting templates
    Strengthened security and access controls around accounting templates, ensuring that template details and distribution rules are visible only to authorized roles. WIN-1151

Integrations​

  • Import subaccount combinations and coding dimensions from ERP
    Added support for importing combined subaccounts and coding segments directly from your ERP system, streamlining accurate multi-dimensional invoice allocation. WIN-799

Bug Fixes​

  • Improved calculation precision and automated sync stability
    Resolved a rounding issue where fractional decimals could occasionally appear when calculating invoice differences. In addition, scheduled background jobs and integration connections now run reliably according to schedule. WIN-1368

  • Smoother organization management prior to ERP setup
    Fixed an issue that prevented saving updates to an organization profile before an ERP connection was fully configured. WIN-1342

  • Stable column layout in the invoice list
    Fixed a display issue where table columns in the invoice list could unexpectedly shift or reset when toggling view panels. WIN-1338

  • Preserved invoice number formatting across languages
    Fixed an issue where invoice numbers could inadvertently be affected by language translations. Invoice numbers are now always shown verbatim as issued. WIN-1298