December 20

The final major release of the year introduces currency filtering for PO matching, streamlined user invitations, and attachment permissions.

New Features

• Automatically filter out purchase orders with different currency from invoice
  The system now automatically filters out purchase orders with different currency from invoice. WIN-1994

• Add invited user to organization if account already exists
  Added invited user to organization if account already exists for expanded functionality. WIN-1973

• Permission controls for uploading and removing attachments
  Added functionality for permission controls for uploading and removing attachments to the application. WIN-1913

• Option to use updated invoice period when reversing journal transactions
  Added functionality for option to use updated invoice period when reversing journal transactions to the application. WIN-1912

• Display payment hold status on supplier details page
  Added functionality for display payment hold status on supplier details page to the application. WIN-1897

• Option to add approver to user restrictions
  Added functionality for option to add approver to user restrictions to the application. WIN-1868

• Support for conditions based on line description in accounting rules
  Added support for conditions based on line description in accounting rules directly within the interface. WIN-1867

• Option to bulk approve invoices
  Added functionality for option to bulk approve invoices to the application. WIN-1860

• Quick navigation buttons to first and last page in attachment viewer
  Added functionality for quick navigation buttons to first and last page in attachment viewer to the application. WIN-1845

• Updated tips and guidance in user interface
  Added functionality for updated tips and guidance in user interface to the application. WIN-1844

• Improved diagnostics and error logging with organization details
  Optimized and improved diagnostics and error logging with organization details for increased reliability and ease of use. WIN-1841

• Option to opt out of preliminary journal transactions
  Added functionality for option to opt out of preliminary journal transactions to the application. WIN-1836

• Apply flow category in accounting rules
  Added functionality for apply flow category in accounting rules to the application. WIN-1813

• Enable usage of non-stock items
  Users can now usage of non-stock items seamlessly. WIN-1809

• Add AND operator to conditions for accounting rules
  Added AND operator to conditions for accounting rules for expanded functionality. WIN-1799

• Setting to default VAT amount to zero on new invoices
  Added functionality for setting to default VAT amount to zero on new invoices to the application. WIN-1793

• Larger search fields and dropdown menus
  Added functionality for larger search fields and dropdown menus to the application. WIN-1785

• Recall invoice from approval to preliminary review
  Added functionality for recall invoice from approval to preliminary review to the application. WIN-1709

• Batch update of accounting date on invoices
  Added functionality for batch update of accounting date on invoices to the application. WIN-1646

• Configure approval workflows and settings during user invitation
  Added functionality for configure approval workflows and settings during user invitation to the application. WIN-1565

• Replace user in accounting rules
  Added functionality for replace user in accounting rules to the application. WIN-1499

• Apply supplier dimension values automatically
  Added functionality for apply supplier dimension values automatically to the application. WIN-1428

• Invoice description field
  Added functionality for invoice description field to the application. WIN-1366

• Batch invite users
  Added functionality for batch invite users to the application. WIN-1318

• Download invoice file attachments
  Added functionality for download invoice file attachments to the application. WIN-1225

• Visual overview of invoice workflow
  Added functionality for visual overview of invoice workflow to the application. WIN-1135

• Adjust alignment for floating input labels
  Added functionality for adjust alignment for floating input labels to the application. WIN-955

• Display reason for unknown supplier
  Added functionality for display reason for unknown supplier to the application. WIN-724

• Activate and deactivate approval workflows
  Added functionality for activate and deactivate approval workflows to the application. WIN-701

• Increase scrollbar size for improved usability
  Added functionality for increase scrollbar size for improved usability to the application. WIN-582

• Tag for confidential invoices
  Added functionality for tag for confidential invoices to the application. WIN-547

Improvements

• Modernized retrieval of available payment methods
  Improved performance and reliability for modernized retrieval of available payment methods. WIN-1941

• Automatic retrieval of OCR data from Smartscan
  Improved performance and reliability for automatic retrieval of OCR data from Smartscan. WIN-1934

• Support for incremental import of project data
  Added support for incremental import of project data directly within the interface. WIN-1856

• Remove 'Created by' message
  Improved performance and reliability for remove 'Created by' message. WIN-1811

• Set payment method when creating supplier
  The system now automatically sets payment method when creating supplier. WIN-1798

• Complete App Market information
  Improved performance and reliability for complete App Market information. WIN-1472

• Exclude revenue periodization codes from import
  Improved performance and reliability for exclude revenue periodization codes from import. WIN-642

Integrations

• Improved supplier identification for electronic invoices via Peppol
  Optimized and improved supplier identification for electronic invoices via Peppol for increased reliability and ease of use. WIN-2004

• Correct company details in AutoInvoice menu
  Ensured that correct company details in AutoInvoice menu is properly handled across all workflows. WIN-1834

• Informative message when inviting an existing user
  Enhanced data synchronization and API connectivity for informative message when inviting an existing user. WIN-1683

• Stability improvement in AutoInvoice onboarding
  Enhanced stability and robust error handling for in AutoInvoice onboarding. WIN-1682

• Visma Administration integration
  Enhanced data synchronization and API connectivity for visma Administration integration. WIN-1492

• Map supplier expense subaccounts to dimension values
  Enhanced data synchronization and API connectivity for map supplier expense subaccounts to dimension values. WIN-1427

Bug Fixes

• Corrected immediate export of invoices after saving
  Resolved an issue that could occur during corrected immediate export of invoices after saving. WIN-2018

• Stability improvement during accounting rules validation
  Enhanced stability and robust error handling for during accounting rules validation. WIN-2017

• Clearer handling when multiple suppliers match with identical scores
  Updated the interface with clearer handling when multiple suppliers match with identical scores for better visibility and navigation. WIN-2016

• Correct line order when splitting lines from preliminary to final booking
  Ensured that correct line order when splitting lines from preliminary to final booking is properly handled across all workflows. WIN-2006

• Stability improvement when processing purchase receipts
  Enhanced stability and robust error handling for processing purchase receipts. WIN-2005

• Corrected retrieval of project tasks in accounting rules
  Resolved an issue that could occur during corrected retrieval of project tasks in accounting rules. WIN-1998

• Optimized performance when linking invoice lines
  Resolved an issue that could occur during optimized performance when linking invoice lines. WIN-1992

• Improved response time and performance in accounting rules
  Optimized and improved response time and performance in accounting rules for increased reliability and ease of use. WIN-1990

• Performance optimization for attachment audit logging
  Resolved an issue that could occur during performance optimization for attachment audit logging. WIN-1984

• Improved supplier matching for names with Nordic characters
  Optimized and improved supplier matching for names with Nordic characters for increased reliability and ease of use. WIN-1983

• Allow uploading multiple attachments simultaneously on saved invoices
  Users can now uploading multiple attachments simultaneously on saved invoices seamlessly. WIN-1981

• Only display available purchase receipts for selection
  Resolved an issue that could occur during only display available purchase receipts for selection. WIN-1979

• Optimized database handling during approval workflow execution
  Resolved an issue that could occur during optimized database handling during approval workflow execution. WIN-1977

• Stability improvement during attachment text matching in approval workflows
  Enhanced stability and robust error handling for during attachment text matching in approval workflows. WIN-1976

• Resolved issue when updating supplier bankgiro details
  Resolved an issue that could occur during resolved issue when updating supplier bankgiro details. WIN-1975

• Improved handling when updating preliminarily booked invoices
  Optimized and improved handling when updating preliminarily booked invoices for increased reliability and ease of use. WIN-1963

• Include exchange rate with journal transactions
  Resolved an issue that could occur during include exchange rate with journal transactions. WIN-1962

• Transfer quantity and unit cost even when preliminary booking is disabled
  Resolved an issue that could occur during transfer quantity and unit cost even when preliminary booking is disabled. WIN-1961

• Corrected display of empty field values on invoice lines
  Resolved an issue that could occur during corrected display of empty field values on invoice lines. WIN-1959

• Correct permission check for auto-approval with accounting
  Ensured that correct permission check for auto-approval with accounting is properly handled across all workflows. WIN-1958

• Immediate update of accounting rules upon changes
  Resolved an issue that could occur during immediate update of accounting rules upon changes. WIN-1952

• Immediate visual update of status chips in lists
  Resolved an issue that could occur during immediate visual update of status chips in lists. WIN-1944

• Approval workflow does not trigger inadvertently when sending line for review
  Resolved an issue that could occur during approval workflow does not trigger inadvertently when sending line for review. WIN-1942

• Improved comparison of purchase receipts in matching dialog
  Optimized and improved comparison of purchase receipts in matching dialog for increased reliability and ease of use. WIN-1940

• Improved stability when inviting users in dialog
  Optimized and improved stability when inviting users in dialog for increased reliability and ease of use. WIN-1938

• Allow saving users with organizational permissions without explicit roles
  Users can now saving users with organizational permissions without explicit roles seamlessly. WIN-1935

• Preliminary booking account is no longer incorrectly marked as mandatory
  Resolved an issue where preliminary booking account is no longer incorrectly marked as mandatory. WIN-1930

• Automatic locking of project tasks when project is locked
  Resolved an issue that could occur during automatic locking of project tasks when project is locked. WIN-1928

• Consistent decimal handling and rounding on invoice lines
  Resolved an issue that could occur during consistent decimal handling and rounding on invoice lines. WIN-1923

• Translation of creation events in invoice activity log
  Resolved an issue that could occur during translation of creation events in invoice activity log. WIN-1922

• Customized handling of VAT codes when exporting to ERP
  Resolved an issue that could occur during customized handling of VAT codes when exporting to ERP. WIN-1918

• Improved handling of projects and tasks in accounting rules
  Optimized and improved handling of projects and tasks in accounting rules for increased reliability and ease of use. WIN-1916

• Corrected validation of period dates
  Resolved an issue that could occur during corrected validation of period dates. WIN-1911

• Stability improvement when deactivating a user
  Enhanced stability and robust error handling for deactivating a user. WIN-1910

• Faster form state reset after submission
  Resolved an issue that could occur during faster form state reset after submission. WIN-1909

• Corrected activation of approver field
  Resolved an issue that could occur during corrected activation of approver field. WIN-1901

• Permission controls for emailing invoices from invoice view
  Resolved an issue that could occur during permission controls for emailing invoices from invoice view. WIN-1898

• Improved period validation on invoices
  Optimized and improved period validation on invoices for increased reliability and ease of use. WIN-1896

• Clearer validation tooltips for user groups
  Updated the interface with clearer validation tooltips for user groups for better visibility and navigation. WIN-1892

• Corrected condition handling for exists/does not exist in approval workflows
  Resolved an issue that could occur during corrected condition handling for exists/does not exist in approval workflows. WIN-1890

• Correct identification of account numbers when importing accounting rules
  Ensured that correct identification of account numbers when importing accounting rules is properly handled across all workflows. WIN-1888

• Prevent duplicate invitations when clicking submit multiple times
  Ensured that duplicate invitations when clicking submit multiple times is properly prevented during active workflows. WIN-1887

• Correct form state reset after saving approval workflow
  Ensured that correct form state reset after saving approval workflow is properly handled across all workflows. WIN-1886

• Improved validation of accounting rules
  Optimized and improved validation of accounting rules for increased reliability and ease of use. WIN-1885

• Improved scrolling in approval order dialog
  Optimized and improved scrolling in approval order dialog for increased reliability and ease of use. WIN-1880

• VAT registration number is optional when creating a supplier
  Resolved an issue that could occur during vAT registration number is optional when creating a supplier. WIN-1878

• Correct display of image attachments in Safari
  Ensured that correct display of image attachments in Safari is properly handled across all workflows. WIN-1875

• Performance improvement in organization selector for large account lists
  Resolved an issue that could occur during performance improvement in organization selector for large account lists. WIN-1873

• Clearer action buttons for applying accounting templates
  Updated the interface with clearer action buttons for applying accounting templates for better visibility and navigation. WIN-1872

• Corrected line numbering in accounting templates
  Resolved an issue that could occur during corrected line numbering in accounting templates. WIN-1871

• Stability improvement when applying search filters in invoice list
  Enhanced stability and robust error handling for applying search filters in invoice list. WIN-1870

• Improved layout of input fields and buttons in invitation dialog
  Optimized and improved layout of input fields and buttons in invitation dialog for increased reliability and ease of use. WIN-1865

• Prevent dragged text from being incorrectly treated as an attachment
  Ensured that dragged text from being incorrectly treated as an attachment is properly prevented during active workflows. WIN-1858

• Allow accounting rules to be applied multiple times as needed
  Users can now accounting rules to be applied multiple times as needed seamlessly. WIN-1857

• Stability improvement for colored status chips in lists
  Enhanced stability and robust error handling for colored status chips in lists. WIN-1851

• Corrected updating of invoice lines upon changes
  Resolved an issue that could occur during corrected updating of invoice lines upon changes. WIN-1850

• Clearer confirmation and status update when deleting an invoice
  Updated the interface with clearer confirmation and status update when deleting an invoice for better visibility and navigation. WIN-1849

• Corrected handling of organization ID when created without ERP integration
  Resolved an issue that could occur during corrected handling of organization ID when created without ERP integration. WIN-1848

• Restricted access preventing approvers from viewing invoice drafts prematurely
  Resolved an issue that could occur during restricted access preventing approvers from viewing invoice drafts prematurely. WIN-1847

• Corrected handling when clearing or reselecting the assigned approver
  Resolved an issue that could occur during corrected handling when clearing or reselecting the assigned approver. WIN-1846

• Stability improvement when updating registry data from purchase orders
  Enhanced stability and robust error handling for updating registry data from purchase orders. WIN-1843

• Correct reversal of journal transactions in preliminary booking
  Ensured that correct reversal of journal transactions in preliminary booking is properly handled across all workflows. WIN-1842

• Mandatory requirement for preliminary cost account removed when disabling feature
  Resolved an issue that could occur during mandatory requirement for preliminary cost account removed when disabling feature. WIN-1840

• Corrected run time calculation for background jobs
  Resolved an issue that could occur during corrected run time calculation for background jobs. WIN-1839

• Prevent attachments from being duplicated when using drag-and-drop
  Ensured that attachments from being duplicated when using drag-and-drop is properly prevented during active workflows. WIN-1838

• Prevent print dialog from triggering automatically
  Ensured that print dialog from triggering automatically is properly prevented during active workflows. WIN-1837

• Enhanced data display and management of purchase orders
  Optimized and enhanced data display and management of purchase orders for increased reliability and ease of use. WIN-1825

• Hide preliminary booking statuses when feature is disabled
  Resolved an issue that could occur during hide preliminary booking statuses when feature is disabled. WIN-1824

• Corrected background transparency in table lists
  Resolved an issue that could occur during corrected background transparency in table lists. WIN-1823

• Project details preserved on invoice after linking purchase receipt
  Resolved an issue that could occur during project details preserved on invoice after linking purchase receipt. WIN-1821

• Support four decimals for purchase order items
  Resolved an issue that could occur during support four decimals for purchase order items. WIN-1820

• Fix filtering in 'Only my lines' view
  Fix filtering in 'Only my lines' view. Functionality now operates reliably and as expected. WIN-1819

• Unable to set due date manually
  Resolved an issue that could occur during unable to set due date manually. WIN-1818

• Creation format is not translated in invoice log
  Resolved an issue that could occur during creation format is not translated in invoice log. WIN-1815

• Periodization editable when it should be locked
  Resolved an issue that could occur during periodization editable when it should be locked. WIN-1814

• Improved error handling in entity forms
  Optimized and improved error handling in entity forms for increased reliability and ease of use. WIN-1806

• Restrict tag creation and editing to invoice management permission
  Resolved an issue that could occur during restrict tag creation and editing to invoice management permission. WIN-1805

• Validation updates during onboarding
  Resolved an issue that could occur during validation updates during onboarding. WIN-1802

• Missing error feedback when deleting user group
  Corrected an issue where is now properly displayed and included. WIN-1801

• Large number of subaccounts causes timeout on import
  Resolved a technical failure that could cause interruptions during large number of subaccounts causes timeout on import. WIN-1794

• Performance optimization for organizations with many invoices
  Resolved an issue that could occur during performance optimization for organizations with many invoices. WIN-1791

• List pagination appears faded out
  Resolved an issue that could occur during list pagination appears faded out. WIN-1783

• Align dropdown arrow color
  Resolved an issue that could occur during align dropdown arrow color. WIN-1782

• Fix unformatted error message from server
  Fix unformatted error message from server. Functionality now operates reliably and as expected. WIN-1774

• Visual indicator color for approved invoice lines
  Resolved an issue that could occur during visual indicator color for approved invoice lines. WIN-1767

• Attachment panel icons display correctly in dialog
  Resolved an issue that could occur during attachment panel icons display correctly in dialog. WIN-1766

• Visual fix for drag-and-drop line indicators
  Resolved an issue that could occur during visual fix for drag-and-drop line indicators. WIN-1763

• Close button for attachment viewer
  Resolved an issue that could occur during close button for attachment viewer. WIN-1759

• Restore missing notification messages
  Corrected an issue where restore is now properly displayed and included. WIN-1749

• Prevent accounting rules from selecting invalid project tasks
  Ensured that accounting rules from selecting invalid project tasks is properly prevented during active workflows. WIN-1747

• Display user-friendly error messages
  Resolved an issue that could occur during display user-friendly error messages. WIN-1736

• Selected columns reset unexpectedly
  Resolved an issue that could occur during selected columns reset unexpectedly. WIN-1734

• Support line breaks in tooltips
  Resolved an issue that could occur during support line breaks in tooltips. WIN-1728

• Supplier payment terms
  Resolved an issue that could occur during supplier payment terms. WIN-1727

• Create foreign supplier
  Resolved an issue that could occur during create foreign supplier. WIN-1726

• ERP accounting rules are not locked until edited
  Resolved an issue that could occur during eRP accounting rules are not locked until edited. WIN-1724

• Cost account not imported for supplier
  Resolved an issue that could occur during cost account not imported for supplier. WIN-1720

• Improved error message when administrator attempts to remove own administrator role
  Optimized and improved error message when administrator attempts to remove own administrator role for increased reliability and ease of use. WIN-1716

• Manage all users accessible to administrator
  Resolved an issue that could occur during manage all users accessible to administrator. WIN-1715

• Fix translation file loading in Safari on macOS
  Fix translation file loading in Safari on macOS. Functionality now operates reliably and as expected. WIN-1615

• Data updates correctly when switching between companies
  Resolved an issue that could occur during data updates correctly when switching between companies. WIN-1609

• Show loading indicator for lists
  Resolved an issue that could occur during show loading indicator for lists. WIN-1911

• Subaccount validation remains active after deactivation
  Resolved an issue that could occur during subaccount validation remains active after deactivation. WIN-1586

• Unable to update currency on supplier
  Resolved an issue that could occur during unable to update currency on supplier. WIN-1578

• Direct export does not work with approval workflows
  Resolved an issue that could occur during direct export does not work with approval workflows. WIN-1485

• Default accounting rules reapply unexpectedly
  Resolved an issue that could occur during default accounting rules reapply unexpectedly. WIN-1344

• Allow organization creation for customers without existing organizations
  Users can now organization creation for customers without existing organizations seamlessly. WIN-1083