Workflow Groups

In this release it is possible to group the different workflows on the dashboard. In this way, a new tab group can be created to subdivide the different processes. Below you can see the maintenance screen on how to configure this:

Hence you can create your own lay-out to organize the dashboard screen in an orderly manner:

Transaction numbering maintenance

From now on it is possible for an application manager to manage the assignment of transaction numbering and thus, creating or modifying it as needed.

This menu-item can be found through Maintenance -> Master data -> Financial -> Transaction numbers:

To-Do list in Onventis Buyer

A new step within the integration of Onventis systems, in this release the user interface has been further extended. This allows users to add the number of transactions in their (invoices) worklist to their To-do list in Onventis Buyer. With the rollout of the new functionality, invoice transactions will become visible by default in the Buyer environment which will look like this:

‘Remember me’ for SSO/Azure AD

When using an Active Directory integration, a user can now indicate if they want to remain logged into the browser. This is done by checking the ‘Remember me’ checkbox. Hence, the user remains logged in and no longer needs to keep re-logging in. To use this feature, the user first needs to check the ‘remember me’ checkbox and login by pressing the ‘log in with Microsoft’ button:

Email import | Correct attachment order

Previously, attachments were always sorted alphabetically when imported from the mailbox:

However, this caused confusion given that the attachment sorting in the mail is different than in the Onventis application.

Now attachments are sorted the same way as in the original email from the supplier. If there are multiple attachments in the email, the main document is the first PDF found, read from left to right. It is often the case, that the first PDF in an email is also the actual invoice and subsequent PDF’s are invoice attachments.

API – import multiple bank accounts

A number of changes have been made to our API for importing bank accounts:

• It is now possible to import more than 1 bank account at the same time for an organization.
• If a bank account number already exists, the existing information is updated.
• Old bank account numbers are deactivated if they are no longer retrieved through the API during a new import.
• It is possible to assign a default bank account number.

With these changes, integrations with external systems will be more efficient and made more error-proof.