Release notes

Fast input

• Create a new supplier via the inline modal - vat regime dropdown added.
• When processing a UBL in fast input and supplier is not identified, "create new supplier" will propose address data from structured input data (e.g. UBL) to facilitate creation of new supplier.

Customer/suppliers

• Newly added button group to select if it is a company or a private customer / supplier.
• Newly added "advanced" switch to switch between the new simplified version and the already existing advanced detail view.
• Merge in overview: Double customers / suppliers can now be merged into on customer / supplier via the bulk action "Merge".
• Customer / supplier creation: Extra warning if customer / supplier already exists.

Accountant software

• Exact Online: Analytical costcenters/costbearers dropdown + sync button for accounting api integrations.
• Venice: PDF will now be available in Venice.
• Octopus: Option to send the documents to DMS.
• Send Coda via mail: It is now possible to export CODA-files via Billmail.

Extra Integration improvements

• Sync button: Sync button in every api integration (syncing customers/suppliers/ledger accounts/analytic.
• Fast input and ‘edit order’: dropdown for Costcenters and costunits.
• Billsync: extra option in billsync integatrion to add an extra page with extra info.

Quotations

• New "share quotation" button added.

OCR

• OCR improvements - better support for characters: ä / ü / ö / ß.

User administration

• When adding a new user to a file an email will be send notifying an existing user that a company want to add them to their file.
• User rights: new button to deactivate all rights at once.

Workshops

• Dashboard: a new widget to advertise our workshops is now visible on the dashboard.