Contents

Source to Contract (S2C)

General

Spend

Vendors

Contracts

Admin

DORA

Procure to Pay (P2P)

AP Automation

Procurement

Source to Contract (S2C)

General

• Various text corrections have been made.
• Various translation corrections have been made.
• Various layout corrections have been made.
• Various performance improvements have been implemented.

Fixes

Spend

Fixes

Vendors

New

Field ‘Legal name’ added to export and query in vendor management

The field 'Legal name' has been added to the 'Export all fields' functionality in vendor management. When this field is set to visible via Admin › Vendors settings › Personalisation › Field visibility, it is now included in the export generated by the ‘Export all fields’ button.

Additionally, the field has been added to the vendor table query, ensuring that reports and analyses are complete.
This improvement provides a more complete dataset in exports and enhances information consistency.

GraydonCreditsafe data added to vendor details

The integration with Graydon has been replaced by the new GraydonCreditsafe Connect API.

In the vendor details, the field GraydonCreditsafe ID has been added (previously GraydonID) with a button to retrieve data. If no ID is present, an ID can be retrieved via the button based on vendor information such as name and country. When an ID is available, basic information such as name and address can be retrieved and displayed in a pop-up, similar to the KVK functionality.

Additionally, in the 'External info' tab, a button has been added: Retrieve GraydonCreditsafe data, which shows extensive information such as general vendor data, credit score and risk checks (PEP, sanctions, adverse media). The integration also supports partial data display when access to all data is restricted by the used access credentials.

Fixes

Contracts

Fixes

Admin

Fixes

DORA

New

Improvements for navigation, validation and data completeness

The DORA functionality has been expanded with several improvements to optimise reporting and contract insights.

• A new column 'Open' has been added in the DORA report tabs, allowing direct navigation to the underlying contract or supplier record, depending on access rights.
• Validation for function identifications has been tightened: references must start with a capital F followed by a number, duplicates are prevented, and checks are also applied during import and in report field 06.01.0010.
• In supply chain entries, new fields have been added for the ultimate parent organisation, including name, identification code, and type code (LEI, EUid, VAT, CRN), visible for free-text suppliers and included in report fields 05.01.0110 and 05.01.0120.
• Additionally, the general contract overview has been expanded with extra DORA data points such as function identifications, critical functions (Yes/No), IT services, and entities/locations using the contract.

These improvements provide faster navigation, better data validation, and more complete reporting for financial institutions.

Logging added for changes in DORA fields

All DORA-related fields in supplier, contract, and admin data are now fully logged.
For each change, old and new values are recorded with readable names.

Additionally, insertions, edits, and deletions of data are registered at the appropriate level.
This expansion increases traceability and simplifies audits and problem analyses, improving the reliability of critical data.

Procure to Pay (P2P)

General

New

Department field in user configuration editable only with proper permission

The field Department in user settings is no longer editable by all users by default.
This field can now only be changed when the user has the following permission:

users:can_edit_all_users

This change prevents unauthorized modifications. Regular users see the field as 'read-only', while authorised users can edit it.

Extension of audit for items with applicable workflow and used route

The edit log of items where workflows can be applied (such as invoices, purchase requests, purchase orders, and goods receipts) has been extended with a link to the used route.

Previously, it was not visible which EasyRoute or AdvancedRoute was applied during processing.
With this change, insight is provided into the applied route, similar to how matching tolerances are displayed.

This helps in analysing workflow behaviour.

Performance improvements for 'Quick Access' filters and invoice overview

Performance improvements have been implemented to significantly speed up loading times and optimise the user experience.

Loading of the invoice overview has been optimised, improving overall response time.
Additionally, the activity filter no longer shows only the activities of the filtered invoices but all activities. This reduces database load as activities are not recalculated with every refresh of the invoice overview.

These changes provide a faster and more stable user experience, especially when using personal 'Quick Access' filters.

Routty connector supports additional file types with multiple attachments

E-invoices from Routty now support multiple attachments besides PDF files.

Previously, all attachments without a filename were saved as PDF, which caused limitations when processing files such as Excel sheets.

This change ensures correct processing of various file types and improves integration with Routty for E-invoicing.

Fixes

AP Automation

New

Compliance report export without limit and improved filters

The compliance report is no longer limited to 2,500 rows and is now generated via
'My requested files', similar to the audit report.
This allows larger datasets to be fully exported without having to manually split the report into multiple separate reports.

The export now contains an additional criteria tab in Excel, making the applied filters clearly visible. Additionally, the filter component has been extended: the company can now be selected as a multi-select, and the following permission remains company-specific:

invoice:can_access_compliance_report

This change makes use of this reporting function more efficient and better suited for financial analyses.

Validation of order number format per company

The order number format is now validated based on a regex that can be set per company in the company settings.
This validation applies to both automatic recognition (OCR/PDF/XML) and manual entry.

When an order number does not comply with the set format, processing is stopped.
This addition improves data quality and prevents errors when matching orders and invoices.

Workflow Update: Ignore Header Charges in the "Waiting for goods" step

The workflow action 'Waiting for Goods' now supports an extra parameter to exclude header charges when determining whether goods have been received.

Previously, this step was only executed correctly when logistic lines were present, meaning invoices with only header charges could not be automatically sent back to the ‘Waiting for goods’ step.

With this change, the workflow can correctly handle invoices that contain only header charges, making processing more consistent.

Fixes

Procurement

New

Addition of salutation field in purchase order PDF

Relocation of Procurement permissions to Limited License

procure:can_read_all_goods_receipt
procure:can_read_all_purchase_order
procure:can_read_all_purchase_request
procure:can_use_freetext_delivery_location

procure:can_use_shopping_cart

Loading indicator added when loading shopping cart

A loading indicator has been added that is visible while the shopping cart page is loading.
Previously, the page remained blank when a user went to the shopping cart after uploading an xlsx file via the confirmation form, which could cause confusion.

The loading indicator now clearly shows that the page is still loading, improving the user experience, especially with large shopping carts or slow network connections.

Fixes