2024 was filled with features designed to simplify your workflows, enhance efficiency, and streamline every step of your process. With this final update, we close the year on a high note. As we move into 2025, we’re excited to continue this journey with you and keep raising the bar together.
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
Enhancements in handling and archiving electronic invoices with Cevinio
- Cevinio-generated PDFs and original cXML for ARIBA invoices. Cevinio now supports the attachment of original cXML files as part of the posting to ERP for ARIBA invoices. If an incoming e-invoice lacks a PDF attachment, the Cevinio system automatically generates a PDF from the e-invoice and attaches it to the posting.
- Archiving original XML or EDI files in the data warehouse. The Cevinio system introduces the inclusion of original XML/EDI files when archiving electronic invoices. These files can be downloaded directly via the Cevinio UI. This functionality is available for all UBL invoices by default and can be extended to other electronic invoice types after consultation with the Cevinio implementation or support teams.
- Archiving original ZIP files for ANAF. When Cevinio receives invoices in a ZIP file, the original ZIP file is now included as part of the posting data for ANAF. Users can also download the ZIP file through the Cevinio UI.
These enhancements ensure compliance, improve accessibility, and streamline electronic invoice management for greater efficiency.
Refined validation mechanism for ANAF invoices
The Cevinio system now validates invoices received via the ANAF portal before initiating processing, ensuring greater accuracy and reliability. This enhanced validation mechanism provides a robust foundation for efficient invoice handling, enabling businesses to streamline operations and trust their automated workflows with confidence.
Unlock greater control with three new Robot JQ expression conditions
Cevinio introduces three new conditions for Robot JQ expressions processing invoices with higher precision:
- Invoice data (including lines): Compare values across the entire invoice, including line-level details.
- Invoice header data (excluding lines): Focus on the header-level information without considering individual lines.
- Invoice line data (single line): Work with data from a specific invoice line for detailed comparisons.
These new conditions empower users to customize and refine their workflows by comparing values across different invoice fields, whether at the line, header, or entire invoice level, ensuring more accurate and efficient automation.
Flexible workflow configuration with cross-level attribute usage
Cevinio allows greater flexibility in workflow configuration by enabling the use of attributes across different levels:
- Previously, header-level attributes could only be used in header-level workflows, and line-level attributes in line-level workflows. Now, attributes from both levels can be applied across workflows.
- Users can choose whether to leverage header or line-level dimensions when using “Check Dimension Value” in IPRO workflows for both header and line templates.
This improvement enables more dynamic and precise workflow configurations, such as routing header-level approvals based on GL account, cost center, or project information derived from line-level data.
New workflow action based on posting acknowledgement status
Cevinio introduces a new workflow condition to check the posting acknowledgment status of an invoice during the approval process at the header level. Exclusively available for “Post & Block” scenarios, this feature provides better control and flexibility in managing posting outcomes.
- If the invoice has been successfully posted to the ERP, the approval process can proceed seamlessly.
- If the posting fails, the workflow can automatically stop or return the invoice to a previous step (Step 4) for review and correction.
Cancellation of exported invoices in Post & Block scenarios
Cevinio enables sending a cancellation message to the ERP in Post & Block scenarios. If an invoice successfully exported to the ERP with a “blocked” status is ultimately rejected by an approver, a cancellation request can be triggered automatically, simplifying the handling of rejected invoices and ensuring better alignment between approval workflows and ERP systems.
New posting acknowledgement statuses for greater precision
Cevinio has introduced two new posting acknowledgement statuses to complement the existing ones (Blocked, Failed, Acknowledged, Not Acknowledged):
- Reversed: Indicates that the invoice has been retracted in the ERP system.
- Archived: Signals that the invoice has been filed in the ERP system.
These additional statuses enhance alignment between ERP and Cevinio by accurately reflecting changes and actions in the ERP system.
New editability settings for line-level dimensions
Cevinio now offers a configurable setting for line-level invoice attributes, providing greater flexibility in determining whether these attributes can be edited. Key features of this setting:
- Non-editable: Prevents any adjustments to the attribute in the UI, ensuring neither AP agents nor approvers can modify it.
- Always editable: Allows the attribute to be adjusted in the UI, regardless of GL account settings.
- Default rules: Follows the standard logic, where the attribute can only be updated if the GL account is also editable.
This feature enhances control over invoice data. Configuration of this setting is managed by Cevinio’s implementation or support teams.
Enhanced approval screen with debtor details
Approvers now have access to additional debtor details directly in the approval screen, providing more context and transparency during the decision-making process.
Set current date as delivery date in the shopping cart
Cevinio has implemented an improvement for the Procurement module, allowing users to select the current date (today) as the delivery date in the shopping cart. This feature can be enabled by the Cevinio support team. 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
Optimized robot logic for enhanced performance
Cevinio has refined the Robot’s internal logic, reducing internal queries to streamline invoice processing and improve efficiency, resulting in faster handling of invoices.
Enhanced AI key field recognition with country and default invoice location
The AI engine now considers additional parameters, such as the country flag and default invoice location, to improve the recognition of key fields. This enhancement allows for more accurate identification of attributes such as suppliers, creditors, invoice locations, and purchase orders.
Enhanced header- and line-level change logs
The Cevinio UI now includes enhanced change logs for both header- and line-level data, offering detailed information about adjustments to each attribute. These logs provide granular and accessible tracking, enabling better management and control over invoice adjustments.
Usability upgrades
Improved project visibility in the ORG module
This usability improvement benefits PowerUsers managing the Organization module. When “Project” is an attribute in the Organization tree, the UI now displays both the project code and project name, making it easier to identify and select the correct value from the list. This update ensures a more intuitive and accurate user experience when working with project attributes.
Hiding unused invoice attributes for cleaner interfaces
The system now hides empty invoice attributes on both header and line levels in the Step 4 and approval screens if the attribute is not editable. This update simplifies the interface by displaying only relevant invoice fields, improving usability by reducing visual clutter—especially in projects with numerous dimensions. Consequently, it boosts efficiency, enabling users to focus on essential data and accelerating review and approval processes.
Customizable names for transaction detail attributes
Cevinio enables custom names for two key fields in transaction details:
- Goods receipt number: Can be renamed to match ERP-specific terminology, such as “Goods Movement Number” in SAP.
- Packing slip number: Can be renamed to align with ERP-specific names, like “Shipping Note Number” in SAP.
This feature enhances usability by incorporating ERP-specific terminology directly into the Cevinio UI, simplifying workflows and reducing confusion for AP agents.
Modern UI for the “Manage Product” Page
The “Manage Product” page now features a modern look and feel, enhancing usability and aesthetics. Users can activate the modern UI through their settings.
Accounts Receivable
Functional improvements
Simplified PEPPOL connection registration
Cevinio has streamlined the PEPPOL export process with enhanced automation and improved functionality, delivering a more efficient experience for managing PEPPOL connections.
- Automated Format Selection: The system now automatically determines the correct format (BIS 3.0, SI 2.0, or SI 2.0 Logius) for invoice exports, eliminating the need for manual format selection when creating a connection.
- Reusable Export Configuration: A new “PEPPOL Receiver Endpoint ID” action in the Robot allows a single export configuration to be reused for multiple recipients. This removes the need to create a new export connection for each recipient if a similar connection already exists.
Additional auto-enrichment options for outgoing recurring invoices Cevinio has expanded the auto-enrichment capabilities for recurring invoices by incorporating more fields that can be automatically populated using Master Data, simplifying the management of recurring invoices. The newly supported fields include:
Bug fixing
Consistent color scheme for invoice statuses
The color scheme for invoice statuses in Step 4 of the modern UI has been adjusted to ensure consistency. The updated colors now align with standard, expected color-coding based on the meaning of each status, improving clarity and usability.