Bulk actions in the Doc Center's shared folder
Now you can run actions in bulk (copy, move, delete) on documents from the Enterprise to accountant folder.
Improvements on exported Excel files
When exporting an Excel file of archived documents, you now have extra columns for:
- Document type
- Total excluding VAT
- Payment reference
Add missing data to imported UBL files
When importing accounts payable in UBL format, you can add the document's missing data manually (e.g. PO number, customer reference, supplier reference, payment reference).
Delivery channels selection message
When the platform notices a difference in the delivery channel set in your customer's file, drafts of outgoing invoices, your customer's preferred channel, you get a message to choose which channel to send the document through:
You can also update the channel in the customer's file and for your draft invoices.