We are thrilled to announce a series of new features and improvements designed to enhance your experience and streamline your operations. Our latest update brings higher visibility and control across various aspects, increased matching capabilities, and smarter process actions and checks for more efficient performance. Additionally, we continue to focus on usability improvements to simplify your daily tasks. We are committed to providing you with the best tools to manage your accounts payable and accounts receivable seamlessly.
If you have any questions or need clarification regarding any of the items on this list, please contact our support and customer success team. We are happy to assist you!
Accounts Payable
Functional improvements
Enhancement of the “predict” operator in the accounting robot
The effectiveness of the “Predict” operator has been increased, enabling it to more effectively utilize previous invoices to predict the values of various invoice attributes. This now includes the prediction of tax codes. The usability of this feature has also been improved:
- Users no longer need to use the dummy value “*” in the value field when setting conditions with the “Predict” operator while configuring the rule.
- The user interface now displays an error message if saving a rule fails, such as when the name or description field is left empty.
More advanced protection against duplicate invoices
Cevinio has extended the verification of duplicate entries to three key invoice attributes: “vendor,” “invoice date,” and “creditor invoice number.” This enhancement ensures more reliable detection and prevention of duplicate invoices. This is especially applicable to geographic regions where invoice numbers are not necessarily unique and may be the same per accounting year.
Iteration control for workflow actions
A new configuration option in the Workflow now allows administrators to set the number of iterarions for specific actions. For instance, this feature enables multiple checks for a Goods Receipt Note (GRN) or posting acknowledgement before rejecting an invoice, improving automation capabilities.
Expiration time in hours
Cevinio’s Workflow now enables users to manage expiration times for automated approval workflow actions in hours, in addition to full days. This improvement is particularly beneficial for the “Wait for GRN” logic and the “Post & Block” scenario, and can be applied within the Workflow configuration.
Extended monitoring capabilities for power users
Power Users now have access to an interface monitor screen, providing a comprehensive overview of data processing. This feature assists Power Users in investigating data import issues or missing data. The monitor screen is available under the Interfaces module of Cevinio, offering enhanced monitoring capabilities.
Enhanced capabilities for payment date calculation
The algorithm for calculating payment due dates has been improved. Now, due dates can be automatically calculated not only from the invoice date but also from other base dates, such as the 1st of the month. Power Users can set up these calculation formulas in the Robot rules, allowing for flexible application of different rules for invoices with different attributes, such as Administration or Vendor.
“Today” as a delivery date in the shopping cart
Users of the Cevinio Procurement module can now select “today” as a delivery date in the shopping cart. This setting can be enabled at the system level by the Cevinio support team upon request.
Improved support for cost spreading
The enhanced GL module now allows incurred costs to be spread over multiple accounting periods, including future periods. Previously, the module only supported these allocations from the current accounting period onward. This improvement is particularly useful for budgeting purposes, such as spreading the cost of software licenses over the upcoming 12 months.
Technical updates
Improved internal monitoring
Several improvements have been made to the internal monitoring system.
- Detailed invoice processing monitoring: This update allows for more detailed tracking of invoice processing within the Accounting Robot, facilitating further optimization of the engine.
- Invoice enrichment insights: The system now provides information on why invoices were or were not sent to the Robot for enrichment, improving the capabilities of the internal support team.
Notifications in ANAF/Audaflow monitoring
The monitoring tools have been upgraded for two connections: Romanian e-invoicing (ANAF) and Dutch network for cars and car parts (Audaflow). Users can now track results of the document imports and view status of the documents on the Invoice History page.
System maintenance indication
Better visibility for users (additional warning message) in the rare case the environment is under maintenance for a short period of time and should not be operated.
Optimization of the “All Invoices” screen
Internal optimizations have resulted in faster processing of user queries on the “All Invoices” screen, improving search and filter functions for invoices.
Usability upgrades
Modern flavor in Retro Graphical User Interface (GUI)
Support for modern GUI elements has been added to the Retro design. This update brings a modern touch to the Retro GUI, enhancing usability for clients who still use the Retro version.
Embedded Calculator
Step 4 now includes an embedded calculator at the line level. This feature allows AP agents to easily recalculate quantities for partial deliveries based on the total delivery amount or the line-level amount in the invoice, while verifying the invoice in Step 4.
New company tree layout
The “My Company” screen in the Robot module, which displays the hierarchy of companies, now features an improved layout. The company tree is centrally positioned on the screen, taking full width of the page, that simplifies visibility and navigation.
Bug fixing
Modern Graphical User Interface (GUI) polishing
- Fixed a bug where the quick action button was not visible in the Invoice Processing module under certain conditions.
- Improved alignment of message boxes, which previously sometimes caused incorrect display of nearby lists.
- Fixed the bug where tooltips were not appearing in newly created templates in Workflow configuration screen, ensuring they are now visible.
Removal of outdated message in robot screen
We have removed the outdated warning message about company validation that appeared for each newly registered company in the Robot module. This message is no longer relevant, as validation is no longer a mandatory part of the company registration process.
Accounts Receivable
Functional improvements
“Cost Center” in RBAC
“Cost center” is now an attribute in role-based access control (RBAC), allowing access to invoices to be segmented based on this criterion. This is very useful for decentralized invoice creation requests.
Detailed customer information on invoice creation screen
The invoice creation screen now displays more customer-related information. This update simplifies the selection process when multiple customers have similar basic attributes but differ in details.