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April 5

We introduce automatic merging of matching accounting lines, improved attachment export naming, and a cleaner approval workflow interface.

New Features​

  • New workflow action: Merge identical accounting lines
    Introducing a new workflow action that automatically consolidates invoice lines sharing identical accounting dimensions and coding. This keeps your vouchers neat and saves valuable review time. WIN-1208

Improvements​

  • Automatic Filename Sanitization for ERP Attachment Exports
    Attachment filenames are now automatically adjusted to comply with character and length requirements across ERP systems like Visma eAccounting, preventing export failures. WIN-1421

  • Cleaner Approval Workflow Interface
    Order-adjustment controls are now neatly hidden when a workflow contains fewer than two steps, providing a cleaner setup experience. WIN-1398

  • Clearer and More Concise Invitation Emails
    User invitation emails and associated customer fields have been streamlined to provide a clear, concise onboarding experience for new users. WIN-1393

  • Instant loading of preferred visual theme
    Winvoice now applies your preferred color theme immediately upon loading based on your saved preferences, preventing flickering and providing a seamless visual experience from the first second. WIN-1312

Integrations​

  • Visma eAccounting: Fixed Deferrals with Rounding Rows
    Allocation plans containing rounding lines are now synchronized to Visma eAccounting without line numbering issues, ensuring reliable and accurate booking. WIN-1432

  • Visma.net Visma.net: Accurate VAT on Final Posting of Preliminary Invoices
    VAT amounts are now properly preserved when completing final registration of preliminary invoices in Visma.net. WIN-1424

  • Reliable Transfer of Invoice Attachments to ERP
    Invoice attachments are now consistently saved and transferred to your ERP system during both preliminary and final posting. WIN-1423

  • Visma eAccounting: Mandatory Rounding Account Setting
    Configuring a rounding account is now mandatory for organizations integrated with Visma eAccounting, preventing sync errors whenever invoice rounding occurs. WIN-1420

  • AutoInvoice AutoInvoice: Improved Account Allocation for Rounding Rows
    Invoices received through AutoInvoice now automatically receive the correct rounding account when rounding lines are created. WIN-1419

  • Automatic Project Manager Sync from ERP
    Project manager information is now synchronized directly alongside projects from your ERP system, simplifying automated approval assignments. WIN-1411

  • Sync calculation differences from ERP
    Winvoice now automatically retrieves and reconciles calculation and rounding differences directly from your ERP system, ensuring total alignment between the invoice workflow and your general ledger. WIN-1372

  • AutoInvoice Automatic rounding calculation for AutoInvoice documents
    Scanned invoices imported via AutoInvoice now automatically calculate rounding differences based on VAT and gross amounts, reducing manual corrections and speeding up invoice processing. WIN-1327

  • Export supplier invoice notes
    You can now export invoice notes and internal comments in a clean, readable format directly alongside invoice data into reports and downstream financial systems. WIN-654

Bug Fixes​

  • Improved Validation for Foreign Currencies
    Amount validation now accurately handles foreign currency invoices, preventing incorrect discrepancies and streamlining the review of international invoices. WIN-1434

  • More Reliable Rounding Recalculation
    Resolved an issue during rounding recalculation so invoice line statuses are preserved properly, allowing invoices to be saved without errors. WIN-1425

  • Fixed 'Exists / Does Not Exist' Rules for Dimensions
    Rule conditions checking whether a dimension exists or is missing are now evaluated accurately in automated approval and routing workflows. WIN-1418

  • Immediate User Permission Updates
    Changes made to user permissions and roles are now applied immediately and reliably across the platform. WIN-1406

  • Corrected Dimension Value Display
    Resolved a display issue ensuring that available dimension values consistently load and display correctly in lists and selectors. WIN-1399

  • Fixed 'Reject All Lines' Action
    Approvers can once again seamlessly reject all invoice lines at once during invoice review. WIN-1386

  • Search filters preserved on refresh for Approvers
    Resolved an issue where invoice search parameters were reset upon page refresh for users with the Approver role. Your active filters and views are now consistently retained. WIN-1384

  • Resolved false accounting change triggers during deferrals
    Fixed an issue where setting up periodizations or accruals erroneously triggered a 'changed accounting' notification. Deferrals are now processed seamlessly without causing unnecessary re-approvals. WIN-1243