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March 22

This release brings automatic currency conversion in approval rules, amount conditions per approval step, and custom attachment panel width.

New Features​

  • Automatic currency conversion in workflow conditions
    Amount-based workflow rules and approval conditions now automatically convert values using the invoice's exchange rate, ensuring consistent approval logic across all currencies. WIN-1364

  • Header amount conditions for invoice approval workflows
    You can now configure approval workflow rules based on total invoice amounts (including VAT, excluding VAT, and total VAT), giving you finer control over approvals. WIN-1363

  • Remember attachment panel width per user
    Winvoice now remembers your preferred attachment panel width across sessions, giving each user their ideal viewing workspace automatically. WIN-1329

  • Real-time invoice export with Winvoice Link
    Invoices are now exported continuously via Winvoice Link as soon as they are ready, eliminating the wait for batch schedules. This provides immediate status feedback and ensures your ERP system stays fully synchronized in real time. WIN-875

Improvements​

  • Improved view for previous accounting records
    Adjusted the previous accounting dialog to ensure all columns fit smoothly without requiring unnecessary horizontal scrolling. WIN-1375

  • Required member validation for user groups
    Added validation to ensure user groups contain at least one user before saving, preventing approval workflows from stalling due to empty groups. WIN-1360

  • Standardized table column headers
    Harmonized column labels across lists and tables, such as sequential sequence numbers, ensuring a clearer and more cohesive experience. WIN-1357

  • Safer invoice deletion with ERP synchronization
    Enhanced safeguards when removing invoices to ensure status and records are strictly verified and synchronized with your connected ERP system. WIN-1335

  • Protection against deleting invoices pending export
    Invoices awaiting preliminary or final posting can no longer be accidentally deleted or marked as exported, both individually and during bulk operations. WIN-1290

  • Streamlined default coding on editable invoice lines
    Improved harmony between default accounting templates and manual adjustments, allowing seamless invoice line edits while preserving standard account suggestions. WIN-1110

  • Clearer navigation for integration management
    To make monitoring and managing your external system connections more intuitive, we have updated our interface terminology. Sections previously referred to as 'jobs' are now clearly labeled as 'Integrations'. WIN-1044

Integrations​

  • Improved registry settings synchronization in Winvoice Link
    Ensured that updates to registry and integration settings are synchronized accurately when configurations are transferred to Winvoice Link. WIN-1387

  • Extended deferral support for account type 19
    The deferral feature now supports account type 19, offering greater flexibility and compliance when managing deferred expenses and revenue. WIN-1383

  • Direct exchange rate sync from Visma eAccounting
    For organizations using Visma eAccounting, currency exchange rates are now fetched directly from your ERP system, ensuring seamless consistency across all invoice postings. WIN-1370

  • Visma Severa integration for project managers
    Introduced integration with Visma Severa (Project Management) to automatically retrieve projects and project owners, streamlining project invoice routing and approval. WIN-1361

Bug Fixes​

  • Improved layout for approve and reject checkboxes
    The checkboxes for approving and rejecting invoices are now aligned consistently in the interface, providing a cleaner and more intuitive review experience. WIN-1402

  • Resolved issue with drag-and-drop file attachments
    Fixed an issue where attachments were not added when dragged and dropped onto an invoice. Uploading files via drag-and-drop now works reliably. WIN-1400

  • Duplicate invoice lines now start with fresh history
    When duplicating a distribution row, the new line is now created cleanly without inadvertently copying over historical events or log entries. WIN-1395

  • Search button remains enabled when toggling date intervals
    Resolved an issue where toggling the interval checkbox in search filters could unintentionally disable the search button. WIN-1385

  • More reliable approval reminder notifications
    Improved the stability of automated approval reminders, ensuring reminders run smoothly even if a recipient account has incomplete details. WIN-1373

  • Accurate project task assignment on invoices
    Fixed an issue where project tasks could appear across unrelated projects. The interface now consistently shows only the tasks belonging to the selected project. WIN-1371

  • Resolved duplicate search parameters
    Fixed an issue where invoice searches could submit duplicate filter criteria, leading to faster and more reliable search results. WIN-1365

  • Visual polish for invoice lines
    Resolved an unwanted white border around invoice lines, resulting in a cleaner and more consistent table layout. WIN-1359

  • Improved layout for status badges
    Longer status badges in invoice lists now display with proper width and spacing, preventing text from becoming compressed. WIN-1356

  • More reliable side navigation
    Fixed an issue where the collapsed sidebar menu could unexpectedly expand on its own. WIN-1355

  • Instant updates when editing invoice lines
    Adding, editing, or deleting invoice lines now updates the view immediately without requiring a manual refresh. WIN-1348

  • Increased stability for mobile navigation
    Resolved an issue where menu interactions could become unresponsive on mobile browsers. WIN-1347

  • Corrected column header row height
    Table headers now maintain consistent row heights and no longer expand unexpectedly vertically. WIN-1346

  • Smoother access to user profile menu
    Resolved an issue where clicking the user profile menu in the header could occasionally fail to open. WIN-1301

  • Improvements to purchase order and goods receipt matching
    Corrected access permissions for goods receipts so eligible users can link lines smoothly, and resolved an issue when rearranging columns in the order view. WIN-1266

  • Refined layout for confirmation dialogs
    Adjusted spacing and internal alignment in compact modal dialogs to provide a more balanced and readable appearance. WIN-1255

  • Clearer visual feedback for validation errors
    Fields that do not pass validation are now instantly highlighted in the user interface, making it quick and intuitive to resolve data discrepancies. WIN-1247

  • Enhanced permission controls in global search
    We have resolved an issue where global search results could include invoices and registry entries outside a user's assigned permissions. Search results now strictly adhere to user access rights, keeping your financial data secure. WIN-1069