Release date: April 1, 2025
Highlight
Registration of File Downloads and .eml as a permitted extension
General
Fixes
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Several text corrections have been made.
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Various translation corrections have been made.
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Various layout corrections have been made.
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Various performance improvements have been made.
Vendors
New
New Column for Supplier Reference Number in Information Request Summaries
In the next statuses of information requests, a column for the supplier reference number will now also be available, which can be activated via the column button. Currently, only the supplierid is displayed, which is often not the number a customer uses to identify the supplier.
- Sent
- Back from vendor
- Review at vendor
- In workflow
- Expired
- Archive
The new column is inactive by default.
Registration of File Downloads in Audit Log
In both Contract and Vendor Management, every downloaded attachment must be registered in the audit log. This applies only to actual downloads, not to the use of the document viewer.
Attachments linked to checklist items and to the vendor must be registered with a download. The audit log records ‘Downloaded: (file name)’ and the person who performed the download, linked to the supplier or checklist item.
Improvements in Information Request Overview
Opening overviews with questions and answers by template has been optimised. Performance and authorisation controls have been improved. In addition, completed information requests from the archive are included from now on.
Button ‘Start Information Request’ renameable
From now on, it is possible to rename the ‘Start information request’ button to a desired term. This offers more flexibility and makes the button more appropriate for the organisation.
Fixes
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Supplier Data Portal
Fixes
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Contracts
New
Registration of File Downloads in Audit Log
In both Contract and Vendor Management, every downloaded attachment must be registered in the audit log. This applies only to actual downloads, not to the use of the document viewer.
- Attachments attached to a contract must be recorded when they are downloaded. The audit log records ‘Downloaded: (file name)’ and the person who performed the download, linked to the contract.
Fixes
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Admin
New
Document categories as their own menu item
The document categories table is now its own menu item under Admin -> Tables -> Document Categories. In addition, it is possible to link categories specifically to Vendor Management or Contract Management.
Support for .eml files as attachments
From now on, .eml files are also supported as attachments, in addition to the existing .msg format. This applies to all upload locations, e.g. attachments to suppliers and contracts.
Export function for Suppliers without Category link
An Excel export button has been added to export the list of suppliers. The export includes the columns: supplier reference, supplier and number of categories. This provides users with insight into suppliers without category linkage and facilitates management.
Deletion of authorisation elements
When deleting authorisation elements (categories, authorisation labels, companies, cost centre groups and contract templates), from now on a warning message is displayed with an overview of existing connections. Upon confirmation, not only the elements are removed, but also all related authorisation connections to contracts, suppliers and users.
Fixes
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*DORA
- Export in xBRL-CSV format is now available.
- In addition to the existing export functionality for codes in the DORA report, an additional export button has now been added. This allows enum values to be exported as readable text, while countries and currencies continue to be displayed in code form as this already contained readable code.
- For ‘tab 02.02’, an additional filter has been added on report content. This is because a ‘function identifier’ is linked to a company on the management page. In ‘tab 02.02’, only combinations of the field: LEI of the entity and the corresponding ‘function identifier’ are now reported. This prevents erroneous reporting of combinations between entities and function identifiers that do not exist.
- Checking at contract level in the ‘DORA’ tab for duplications between function identifiers and IT services (Table: Assessment of ‘function identifier’ - IT service provider combination) has been removed, allowing further details to be added to an existing combination.
General Changes
- In 'Tab 05.01', data is now repeated in the ultimate parent fields for ultimate parent entries. After all, an ultimate parent is also the ultimate parent of itself.
- In 'Tab 01.02', the LEI code of the 'direct parent' is always displayed, even if the parent company is not included in the report.
- 'Tab 02.02' is now also populated with contract details for contracts where the 'DORA' tab is active, even if there is no input yet in the table.
- In 'Tab 05.02', the values in 05.02.0060 and 05.02.0070 are automatically populated with the values from 05.02.0030 and 05.02.0040 if the ranking in 05.02.0050 is equal to 1.
- The field 'b_02.02.0120' is now correctly populated with the field 'Country of the applicable law of the contractual arrangement'.
- 'B_07.01' has been adjusted so that only unique combinations between 'IT services' and other details are reported, without including the Function Identifiers. These are now used only in the background for validation. Validations will continue to work by checking whether a 'Function Identifier' is marked as critical.
Specific Change in the Report to Add ‘Not Applicable’
- Fields that are not allowed to have a ‘null’ value according to the Role model are now automatically filled with ‘Not Applicable’ in the report if they are left empty.
Improvements in the Report and Fields
- Monetary values will now be displayed without decimals in the report. However, decimals will still be visible in the input fields.
- In the supply chain tab of the contract, fields for manual input are now only shown when this option is selected.
- The same adjustment applies to the relations tab for suppliers, and the field ‘Type of code to identify the organisation (other)’ is no longer mandatory for manual input.
- The IT assessment table in the contract now displays full text descriptions instead of codes, which will only be used in reports.
- Several textual descriptions in the drop-down menus have been aligned with the latest version of the available documentation.
Highlights AP Automation & Procurement
Italian Language Support
The Italian is now available, with translated terms throughout AP Automation and Procurement. Workflow templates will be updated accordingly.
Automatic Order Details in Emails
Order details are now automatically included in email notifications, eliminating manual entry and reducing errors. Users can configure templates with tags like #ORDER_NUMBER# and #SUPPLIER_NAME# to ensure accurate, efficient supplier communication. This can be set up under Setup -> Notification settings -> Issue PO.
Enhanced "Issue PO" Email Configuration
Users can now configure the "Issue PO" email settings to use the requester's or last budget holder's email address instead of the default order address. Additionally, CC and BCC recipients can be set using predefined users or custom email addresses. These options can be configured under Setup -> Notification settings -> Issue PO.
AP Automation
New
Italian Language Support
The Italian is now available, with translated terms throughout AP Automation and Procurement. Workflow templates will be updated accordingly.
Automatic 'Base Country' Update
The 'Base Country' field is now correctly copied from invoices to Vendor settings, eliminating manual corrections and ensuring consistent, reliable vendor data.
Support for Multiple Dimension Value Ranges
For clients with mutliple ranges for dimenison value edges:
We now support multiple ranges for dimension value edges, ensuring all provided ranges are imported and applied correctly. This prevents missing data and improves the accuracy of dimension coding on invoice lines.
Custom Fields in Obligo Report
Custom Fields can now be selected and used within the Obligo Report, ensuring good integration with existing workflows and enhancing usability.
Correct Handling of Partially Non-Deductible VAT (Belgium)
From now on partially non-deductible VAT at the line level are correctly calculated. When a VAT code with a non-deductible percentage is applied at the invoice header, only the deductible portion is applied to invoice lines. New fields for Exempt VAT Amount and Net Amount have been added to both the invoice header and coding lines to ensure accurate VAT calculations and prevent discrepancies. Validation checks now ensure the net amount at the header matches the total in the coding lines.
Exact online
Open API
Open API for Managing Cash Discount Codes
An Open API for Cash Discount Codes has been introduced, making it possible to POST data and manage discount codes seamlessly. The API documentation has also been updated with the new endpoint to simplify integration.
Fixes
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Procurement
New
Enhanced Item Import & Export
Under Setup-> Vendors -> Items it is now possible to import and export all item fields, allowing bulk updates across multiple companies in a single action. Items can be assigned to all companies by default, with structured exports and validation rules ensuring accuracy and efficiency.
By clicking on export is it possible to export the format and items and to add more items to the file. With the help of the import icon it is possible to import the file with new and current (updated) items.
Automatic Order Details in Emails
Order details are now automatically included in email notifications, eliminating manual entry and reducing errors. Users can configure templates with tags like #ORDER_NUMBER# and #SUPPLIER_NAME# to ensure accurate, efficient supplier communication. This can be set up under Setup -> Notification settings -> Issue PO.
The available tags are:
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Order number #ORDER_NUMBER#
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Supplier name #SUPPLIER_NAME#
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Description #DESCRIPTION#
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Company #COMPANY#
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Delivery location #DELIVERY_LOCATION#
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Placed by #PLACED_BY#
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Automatic place order → requester
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Manually place order → current user
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Requested by #REQUESTED_BY#
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Order date #ORDER_DATE# → creation date of Purchase Order
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Currency #CURRENCY#
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Total amount excl. VAT #AMOUNT_EXCL_VAT#
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Total amount excl. VAT #AMOUNT_VAT#
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Total amount incl. VAT #AMOUNT_INCL_VAT#
Enhanced "Issue PO" Email Configuration
Users can now configure the "Issue PO" email settings to use the requester's or last budget holder's email address instead of the default order address. Additionally, CC and BCC recipients can be set using predefined users or custom email addresses. These options can be configured under Setup -> Notification settings -> Issue PO.
Add Attachments to Closed Purchase Requests and Purchase Orders
From now on it is possible to add attachments to closed Purchase Requests and Purchase Orders, with all actions logged for traceability. Ensuring complete documentation even after finalization. Attachments cannot be deleted once a transaction reaches its final status.
Comments on Closed Purchase Requests, Purchase Orders, and Goods Receipts
From now on it is possible to add timestamped comments to closed Purchase Requests, Purchase Orders, and Goods Receipts. This improves traceability, facilitates post-closure communication, and ensures all updates are logged for auditing.
Duplicate Purchase Orders/Goods Receipts Prevention
A new check has been added to prevent duplicate purchase orders and goods receipt.
Fixes
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*Please note that this functionality can be activated through additional configuration and may be an extension of the licence. If you wish to use this functionality, please contact your account manager.