May 19

May 19, 2024

This release offers multi-purchase-order linking in the header, "On Hold" status tagging for invoice pausing, and customizable line columns.

Customizable Line Property Columns in Lists
You can now display detailed line properties as optional columns in list views, giving you tailored insight and greater control over your financial data. WIN-1382
Multi-Select Purchase Orders on Invoice Header
You can now select and link multiple purchase orders directly on the invoice header, unlocking greater flexibility and multiple receipt choices per invoice line. WIN-1377
Pause invoice workflow with 'On Hold' tag
You can now flag invoices with an 'On Hold' tag to temporarily pause workflow progression. The invoice remains viewable and editable, with clear guidance explaining why it is currently paused. WIN-571

Streamlined Notification Management
We have simplified the underlying notification services to deliver a cleaner, more reliable experience for system updates. WIN-1495
Improved Mobile Experience for Purchase Orders
The layout for purchase order matching on invoices has been optimized for mobile devices, making reviewing details on the go seamless. WIN-1452
Consistent Sizing for User Assignment Fields
Adjusted field sizes and alignment in the replace user dialog, providing a cleaner and more consistent interface. WIN-1445
Refined Dialog Header Layout
Polished spacing and alignment across modal dialog headers for a cleaner, more consistent visual presentation throughout Winvoice. WIN-1444
Accurate Tooltip Positioning
Tooltips and helper text now appear precisely where expected on hover, ensuring they do not obscure relevant invoice details. WIN-1438
Aligned Icons for Default Accounting Rules
Corrected icon alignment for standard accounting templates and ERP defaults, creating a cleaner and more structured invoice layout. WIN-1397
Automatic amount inversion for credit invoice templates
When accounting templates are applied to credit invoices, whether manually or through automated workflows, amounts are now automatically inverted for seamless and accurate booking. WIN-729

Edit Line Amounts with Visma.net Integration
You can now edit amounts directly on invoice and order lines. Remaining amounts to invoice are updated automatically and synced seamlessly with Visma.net. WIN-1378
Reliable Start Date Configuration for AutoInvoice
Ensured that start dates are always properly recorded during AutoInvoice configuration, preventing any interruption in automated invoice retrieval. WIN-1354

Clearer Accounting Lines Without Conflicting Amounts
Invoice lines are now strictly prevented from having values in both debit and credit at the same time, ensuring clean and accurate synchronization with your ERP. WIN-1489
Newly Created Users Appear Instantly
Resolved an issue where newly created users were not immediately visible in user lists and assignment views without refreshing the page. WIN-1486
Resolved Unsaved Changes Warning in Purchase Orders
Invoices are no longer mistakenly marked as modified when simply viewing or interacting with matched purchase orders. WIN-1442
Rounding Adjustments Included in Audit Log
Any modifications to invoice rounding amounts are now comprehensively recorded in the activity log, ensuring full auditability. WIN-1413
Approver Display Fixed in Multi-Invoice View
Fixed an issue where the assigned approver was not displayed when working in the multi-invoice workflow view. WIN-1403
Fixed display issue in autocomplete menus
Autocomplete and suggestion dropdowns now display in full, ensuring text and options are no longer cut off. WIN-1353
Cleaner email previews
Email previews now display clean, customer-friendly links instead of technical tracking URLs. WIN-1349