At Cevinio, our team has been working hard refining and expanding our solutions’ features to ensure a seamless and efficient user experience. From enhanced functionality to improved technical capabilities, these updates are designed with your needs in mind. 

If you have any questions or need clarification regarding any of the items on this list, please contact our customer success team. We are happy to assist you! 

Accounts Payable 

Functional improvements 

Enablement of the PO credit note 
Cevinio solution is now capable of processing not only non-PO credit notes but also PO-based credit notes. This means that the system recognizes PO numbers on the credit notes and links such invoices to the corresponding purchase orders. 

To make this functionality available, please contact our customer success team. 

Automated notification for rejected emails in office 365 mailboxes  
If an invoice is sent to the Cevinio solution via the Office365 mailbox and the mailbox rejects the email with the invoice, the system sends a notification to the sender. The notification includes the rejection reason and recommendations for fixing the issue. This function is now implemented as a standard feature in all Cevinio projects that use Office 365 mailboxes as the invoice importing channels. 

Technical updates 

Enhanced recognition: word combinations for credit note identification 
This is an improvement to the smart Cevinio algorithms that identify credit notes based on keywords. The new version allows users to employ not only single keywords (e.g., ‘credit’) but also word combinations (e.g., ‘credit note’ or ‘credit invoice’). These combinations may consist of several words. 

Improved invoice number recognition with enhanced AI 
Cevinio AI has enhanced its capabilities to recognize creditor invoice numbers, even when they contain spaces. Our AI can now automatically adapt to the presence and position of spaces in the creditor invoice numbers. After processing a few invoices from a specific creditor, it creates patterns and displays properly formatted invoice numbers (with spaces) in the user interface 

Integration of latest pacs.008.001.08 for outgoing payment batches 
The Cevinio AP solution now supports the latest version of the pacs.008 payment message for sending payment batches via the SEPA Credit Transfer scheme. This improvement is applicable to all projects using pacs.008. 

New data exchange interfaces 
Cevinio introduces new advanced integration tools designed to enhance data maintenance and migration processes. With the introduction of dedicated API, it is now possible to easier load the following data:

  • VAT code relationships 
  • Historical invoices 

This improvement significantly accelerates system implementation and streamlines ongoing maintenance tasks. 

Usability upgrades 

Modernizing the Cevinio UI 
At Cevinio, we are actively working on improving and modernizing our user interface to deliver a better user experience. In September and October, we implemented a modern look and feel for the following modules: 

  • Cockpit 
  • Debtor module 
  • Purchase module 
  • Payments module 
  • Workflow 
  • Dashboard 
  • Budget 
  • Preferences 

To experience the updated visual aesthetics, please enable the modern graphical user interface (GUI) in your personal preferences. 

Expanded Approver Control with editable dimensions 
Approvers now have the flexibility to adjust values for certain invoice attributes directly on the approval screen. We’ve expanded these capabilities to encompass additional header dimensions. Furthermore, administrators can now designate custom header dimensions as editable by approvers during specific approval steps. 
 
This functionality can be activated during the configuration of the Workflow template either on the initial stage of the project or as a support request. 

Improved invoice status updates 
AP agents can now view the export status of posted invoices. On the Step 4 screen, there is an additional ‘Export status’ tab next to the regular invoice log tab, providing users with information about the invoice export. An invoice may have one of the following export statuses: 

  • Ready for export: The invoice is finalized, formatted, and ready for export. 
  • Exported: The invoice has been successfully transferred to an ERP. 
  • Export failed: The invoice’s export was not successful. 

New filters in the ‘All Invoices’ screen 
Users can now easily locate invoices that are on hold or awaiting the relevant credit note by utilizing new flags in the filter options of the ‘All Invoices’ screen: ‘On hold’ and ‘Awaiting credit invoice’ 

Optimizing monitoring of incoming invoices 
System administrators and power users with access to the Robot module can now check the statuses of incoming invoices using the file history screen in the ‘Timeline’ section. The following improvements have been made: 

  • Improved reliability of the filter in the ‘Imported file history’ section. 
  • Added filters in the ‘Imported mails history’ section, allowing the filtering of registered emails by status and date (only for PDFs incoming via a mail channel with the new mail handler). 
  • An ‘Export’ button has been added in the ‘Imported mails history’ section, allowing the export of the filtered list to a CSV file for further analysis (only for PDFs incoming via a mail channel with the new mail handler). 

If the functionality is unavailable, please verify the mail handler version with support. You can request an update from the mail handler in your project, but ensure proper testing is conducted after the update. 

Accounts Receivable 

Automatic bank account population in the ‘debtor’ module 
In the ‘Debtor’ module, when a user selects a company code and currency, the system automatically populates the bank account if there is only one relevant choice for the selected company-currency pair. 

Streamlined correction: adjusting and re-processing rejected invoices in the ‘debtor’ module 
If an invoice is rejected by an approver in the ‘Debtor’ module, users can now easily set the invoice status to ‘concept.’ This allows for efficient editing and re-processing of the invoice without the need for re-importing. This function significantly accelerates the correction process for rejected invoices.