The Netvisor release note compiles all the updates, improvements, and fixes made to the product. In the release note, you will find both product releases according to our long-term development roadmap and changes identified and implemented based on customer requests. Our goal is to make Netvisor even better for every user!
New in Netvisor
Below you will find detailed information about this week's updates and how they improve your daily work.
Purchases
Copying automation rules between companies
We launched a new feature for copying automation rules. The feature allows you to copy both common rules and vendor-specific rules within the company and from one company to another. Read more from our support pages.
In this release, we have specifically focused on introducing features and improvements that have been requested by our customers. Customer feedback is the cornerstone of our development work, and these small yet significant changes have been implemented to streamline your daily work according to your wishes:
Expense reservation report
We added an invoice “Approval status” column and the option to filter the report based on the approval status. The report can now conveniently be filtered, for example, by the approval status of the invoice, and you can also save a shortcut for your own recurring reporting needs based on the desired search criteria.
Automation rules view
Vendors are now displayed in alphabetical order in the view Purchases > Automatic processing.
Vendor codes
We added the ability to mass add vendor codes in the vendor listing.
Purchase order list
We added an option to search for purchase orders using “Our reference” information in the extended search.
Vendor search
A new search criterion “vendor's establishment date” was added to the extended search.
Payment prohibitions
Comments provided when setting or removing a payment prohibition will now be displayed in the handling history log of the purchase invoice.
Purchase invoice vouchers in reports
Invalidated vouchers will from now on be displayed with strikethrough formatting in the Open purchase invoices and Purchase invoice list views. This clarifies and harmonises the view, and the user can see at a glance, even before opening the voucher, if it has been invalidated.
Sales
In sales listings and searches, we also focused on usability improvements implemented based on customer requests:
Excel export
We changed the name of the Excel file to be more descriptive (“Selected columns as excel file”) in several listing views and added the feature also to the customer listing.
Advanced search
New search criteria have been added to the Open sales invoices and Sales invoice list views:
Creation source: (for example, user interface, contractual invoicing, or API).
Customer type: Consumer invoices (B2C) or business customer invoices (B2B).
Invoicing method: e-invoice or direct payment invoice.
Payroll
We have released new features for tax card retrieval and mass tools:
Selecting tax card type
When retrieving tax cards, you can now choose, instead of the wage income tax card, also a seafarer’s income tax card or a trade income tax card (both VAT liable and non-VAT liable).
Terminating employments in bulk
A function has been added to the Employee list mass tool that allows you to terminate the latest open employment relationships of selected employees at once.
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Fixes
We have fixed the following issues identified in the system to ensure smooth usage:
Netvisor Store: If a company is using the Kassavirta Plus service, enabling Amili Kassavirta in Store is now blocked to avoid overlapping services.
Purchases: We removed the option to report a scanning error directly from the purchase invoice functions menu.
Purchases: We fixed an error that prevented saving a vendor in the new vendor card (currently in pilot use with some customers) without an admin (KH) role.
Payroll: We fixed an error in the payroll payslip approval process where the system did not take users’ email settings into account.
The Netvisor release note compiles the updates, improvements, and fixes made to the product. Our goal is to make Netvisor even better for every user!
New in Netvisor
Below you will find detailed information about this week's updates and how they improve your daily work.
Purchases
Copying automation rules between companies
We launched a new feature for copying automation rules. The feature allows you to copy both common rules and vendor-specific rules within the company and from one company to another. Read more from our support pages.
In this release, we have specifically focused on introducing features and improvements that have been requested by our customers. Customer feedback is the cornerstone of our development work, and these small yet significant changes have been implemented to streamline your daily work according to your wishes.
Expense reservation report
Added an invoice “Approval status” column and filtering capability based on the invoice status. Now, the report can be conveniently filtered by invoice approval status, and you can save your preferred search criteria as a shortcut for recurring reporting needs.
Automation rules view
Vendors are now displayed in alphabetical order in the view Purchases > Automatic processing.
Vendor codes
We added the ability to mass add vendor codes in the vendor listing.
Purchase order list
We added an option to search for purchase orders using “Our reference” information in the extended search.
Vendor search
A new search criterion “vendor's establishment date” was added to the extended search.
Payment prohibitions
Comments provided when setting or removing a payment prohibition will now be displayed in the handling history log of the purchase invoice.
Visual updates
Invalidated vouchers will be displayed as strikethroughs in the “Open purchase invoices” and “Purchase invoice list” views.
Sales
In sales listings and searches, we also focused on usability improvements implemented based on customer feedback and requests we received:
Excel export
Based on customer feedback, the Excel export option was renamed to be more descriptive: “Selected columns as excel file”. This was also added to the customer listing.
Advanced search
New search options were added to the “Open sales invoices” and “Sales invoice list” views:
Creation source: (e.g., user interface, contractual invoicing, or API).
Customer type: Consumer invoices (B2C) or business customer invoices (B2B).
Invoicing method: e-invoice or direct payment invoice.
Payroll
We released new features for tax card retrieval and mass tools
Tax card types
When retrieving tax cards, you can now also select tax cards for seafarer’s income and trade income (both VAT liable and non-VAT liable), in addition to standard wage tax cards.
Terminating employments
We added a feature to the employee list mass tool for terminating active employment relationships for selected employees.
Fixes
We have corrected the following system errors to ensure smooth usage:
Netvisor Store: If a company uses Kassavirta Plus, onboarding of Amili Cash Flow is not possible in Store.
Purchases: We removed the ability to report a scanning error from the purchase invoice through the “Purchase invoice functions” menu.
Purchases: Fixed a bug which prevented vendor saving in the new vendor view (pilot usage with some of our customers) without user admin (KH) role.
Payroll: We fixed an issue in the payroll paycheck approval process where users’ email notification preferences were not taken into account.
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.