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Release 22.04.0

7. April 2022 | Finmatics Updates
  • New Screen Design - Orders Screen
  • API - bulk and zip document upload
  • bug fixes and UX improvements

New Screen Design - Orders Screen

We are replacing the “Restructure” screen for Restructure users and the “Transfer” screen for Accounting users with the new “Orders” screen.

The Orders screen offers a lot more flexibility to our users workflow with a variety of features like:

  • Accounting users can now restructure invoices

Order-Screen_restructure-AccU
  • Improved filters for Clients, Booking Name, Period, create Date, Status and what should be shown in the table

    Orders-Screen1

  • The table now also offers a lot more information which can be adapted to the users needs.
    Users can choose

    • which columns should be shown in the table

    • where in the table a column should be and

    • how many Entries should be visible per page (5, 10, 20, 50)

image-20220406-135836

API feature - bulk and zip upload for documents

We have added the option to upload multiple documents through the /documents endpoint in one go.
It is currently restricted to one Client and one bookingName at a time.

 

We also improved our documentation on uploading e-invoices with zip files and how PDF and XML files are matched together in order to be processed as one invoice.
E-invoice can be defined as structured invoice data issued in EDI or XML formats - Electronic invoicing

Please take a look at our documentation if you would like to find out more:

Bug fixes and improvements

  • Fixed a minor bug where negative amounts in Austrian QR codes could cause issues with the invoice
  • Fixed a bug where updating an Invoice with a credit item on it would create an additional edit event in the event history of that invoice
  • Fixed a bug where Users with a lot of Cost Centers weren’t able to search for a specific one in some cases

  • Improved the consistency of authentication and permission checks for our API

  • Removed the requirement to add a “Bookkeeper” and “Chart Accounts” for a Client in the “Clients” screen

  • Removed a duplicate filter for “Workflow Status”

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