Changelog
Follow up on the latest improvements and updates.
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Set up automation and authorization based on a category that suppliers select via the web portal and/or mobile app. This can now be achieved with the additional module
Uploading & Reading Document Categories
. This allows administrators to set categories at both administrative and environmental levels. A default category can be set per administration and it can be indicated whether selecting a category is mandatory. The term “Document.Category” can be used when:- Approve rules
- Booking method, assignment rules
- Relationship assignment rules
- Authorization Management
The above functionality is available, all subscriptions, automation, and authorization are available for the Pro and Complete plans.
Refer to dit artikel for more information.
The Visma AccountView connection is now available to all users.
The related help center article can be viewed hier.
Set up automation and authorization based on a category that suppliers select via the web portal and/or mobile app. This can now be achieved with the additional module
Uploading & Reading Document Categories.
Administrators can use this to set categories at both administrative and environmental levels. A default category can be set for each administration and it can be indicated whether selecting a category is mandatory. The term “Document.Category” can be used when:- Approve rules
- Booking method, assignment rules
- Relationship assignment rules
- Authorization Management
The above functionality is available, all subscriptions, automation, and authorization are available for the Pro and Complete plans.
Refer to dit artikel for more information.
new
APHAS
AFAS: foreign currency support
Support is provided to select foreign currencies in the booking screen and then making a correct booking based on the set exchange rate in AFAS. We explain this in more detail in dit artikel from our help center.
Note:
GetConnectors need to be updated to use them.Through our reguliere relatieherkenning, we will now first try to match relationships based on
KvK number and zip code
. If we are unable to make a unique match based on these two fields, we will try to make a match based on the Chamber of Commerce number, IBAN, VAT number, etc. (this is unchanged). new
improved
API
Public API extensions
In the public API, allocation axes have been added to orders. These are displayed in the order details and selection screen. These allocation axes are incorporated into bookings.
new
Exact Online
Purchase to pay
Exact Online: direct purchase invoice -> 'Warehouse' input field is taken over when booking last booking
When working with the “Direct Purchase Invoice” option from Exact Online, when booking method Last booking, the “Warehouse” input field is taken over from the last booking.
If 0% VAT applies, we will leave the entry line field with the VAT code blank from now on, unless a
preferred 0% VAT code
is set in the administratie instellingen. The condition “
Document contains administration name
” has been added to the automation rules for Uploading & Reading. By adding this condition to the entry line, only documents containing the administration name will be read. The example below states that documents are only read when:- The purchasing journal type is;
- Documents do not need to be split (for more information, see dit artikel);
- The administration name appears on the document (we remove spaces and dots from the document text and the administration name check if there is a match in a case-insensitive way);
- The supplied e-mail did not contain 2 attachments (these may need to be samengevoegd);
new
Twinfield
Twinfield: RGS support
When using our environmental booking templates, Twinfield administrations can now also use the RGS classifications (which are set in the general ledger accounts in Twinfield).
In this way, one booking template can be used in multiple administrations, regardless of whether different charts of accounts apply here.
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