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Release Notes 16.12.22

16. December 2022 | Finmatics Updates

  • Feature: Allow creation of client collectives through the /clients endpoint

  • Bugfix: Allow searching for Partner by typing in the VAT on the invoice detail screen

  • Bugfix: BMD BuErf and DATEV Stapelformat exports always export all parnters

  • Smaller Bugfixes and Improvements

 

Feature: Allow creation of client collectives through the /clients endpoint

Our Client collectives allow users to have one central client that receives all invoices from there the invoices are then automatically moved to the correct client based on name, address, and VAT details. This feature is often used for customers that have many subsidiaries.
With the addition of client collectives to the /clients endpoint, users can now create client collectives themselves through our public API.
Find out more about our API here.

 

Bugfix: Allow searching for Partner by typing in the VAT on the invoice detail screen

We have reintroduced the functionality which allows users to search a partner by typing in the VAT into the partner field. This makes the partners field more flexible and allows the use of multiple datapoints to find the correct partner quickly.

 

Bugfix: BMD BuErf and DATEV Stapelformat exports always export all parnters

We have fixed a bug that caused all partners to always be exported with the BMD BuErf and DATEV Stapelformat instead of only newly added ones. A dialog option was reintroduced to allow the users to decide manually if partners should be marked as exported or not.

 

Smaller Bugfixes and Improvements

  • Added the link to the invoice in Finmatics to the DATEV Stapelformat export in field “Beleginfo 1”

  • Improved the description for the “change password” and “2FA” feature in the Account Screen

  • Added more translations

  • Fixed a bug that caused the Note field to not show any values in the invoice overview table

  • Fixed a bug where copy and pasted e-mail addresses caused an error when inviting new users

  • Fixed a bug where usernames were not updated in invoice history if they were recently changed

  • Fixed a bug that made it impossible to edit a users permissions in some very specific cases

  • Fixed a bug that caused the risk filter in the invoice overview screen to not work properly

  • Fixed a bug that caused the delivery note number to not be shown on the invoice overview screen in some cases

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