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Onventis Invoice Processing 2024.5

Beta release date: Saturday, October 19, 2024

Release date: Saturday, November 2, 2024

Release 2025.1 is planned for January 11, 2025 (Beta) and January 25, 2025 (Production).


Online Helpfiles Onventis Invoice Processing

Our online helpfiles can be found on https://help.onventis.com/content/onventis-invoice-processing. In our application the helpfiles can now be accessed by using the ? button, next to the home button on your dashboard. Our online helpfiles are updated after every release.

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With this, the dashboard tiles with a link to the helpfile in PDF will become obsolete.

If no customizations have been done to this dashboard item, this dashboard item will be removed during the update. If customizations were done, the dashboard item will remain. Your key contact user can contact the Customer Service team to adjust current dashboard item for helpfiles and remove the links to the PDF helpfiles.

HotKeys

The hotkey button is changed in this released.

As the ? button is now used for the online helpfiles for Onventis Invoice Processing, a new button was introduced for the hotkeys.

The new button is now; image-20241015-144155.png and is located next to the ? button IF hotkeys are applicable in the chosen menu.

For more information on hotkeys you can check out our online helpcenter Hotkeys

Remarks to transactions

In Onventis Invoice Processing it is possible to add remarks to transactions. This can be done manually via the โ€œ+ add a remarkโ€ option when no other remarks are made yet or by clicking on the remark and opening the Remarks screen from there. This is also automatically added when sending an email via the worklist.

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Example when adding the remark manually

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Example when automatically added when sending an email via worklist

Based on customer feedback, weโ€™ve now extended this remark with the date + time the remark is added.

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example when adding the remark manually after the 2024.5 release

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Example when automatically added when sending an email via worklist after the 2024.5 release

The most recent remark is displayed when working in the worklist or archive. By clicking on the remark, the history of remarks can be seen.

Integration | User Synchronization | User Roles synchronization possible between Onventis Buyer and Onventis Invoice processing 

In this release, the platform is prepared for the synchronization of roles linked to users when using the user synchronization between Onventis Buyer and Onventis Invoice Processing.

Customer specific set-up and changes are required!

 

 

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