In this release, we've enhanced both the user and accountants experience with significant improvements, including an  improved Peppol integration, updated invoice layout for VAT-inclusive invoices, new user settings & statuses in the accountancy portal, and updates to our integrations with Acerta and Dropbox.

In addition, users can now add units to invoice, choose how VAT amounts are displayed in their documents list, filter on documents by channel and manage notifications for Peppol invoices. Accountants themselves have more control over client settings and can better track and manage each status of thier clients.

Key features

Document management & invoicing features

User experience (UX) & interface improvements

Performance & optimisations

OkiOki for accountants

OkiOki for end-users

Key features

Add units to invoice lines:
Users can now add units to their invoices, enabling more detailed invoicing. The input field is limited to 20 characters. 

For example: Per piece (pc), kilogram (kg), liter (l), hour (hr), meter (m), per project, ...

Configure VAT display in documents list:
Users can now choose whether to display amounts including or excluding VAT in their documents list, providing more flexibility and clarity.

Support for .HEIC files for Iphone users

Users can now upload .HEIC files (the image format used by iPhones) to both the app and cloud storage. This makes it easier for iPhone users to upload receipts, take pictures, and take advantage of more file extensions.

Document management & invoicing features

Configure VAT display in documents list
Users can now choose whether to display amounts including or excluding VAT in their documents list, providing more flexibility and clarity.

Configure Peppol invoice email notifications
Users can now adjust their notification settings to receive emails when a Peppol invoice becomes available.

Add units to invoice lines:

Users can now add units to their invoices, enabling more detailed invoicing. The input field is limited to 20 characters. 

For example: Per piece (pc), kilogram (kg), liter (l), hour (hr), meter (m), per project, ...

Updated invoice layout for VAT-inclusive invoices:
To prevent confusion and ensure correct payments, the invoice layout for VAT-inclusive invoices has been updated. The new invoice structure is now displayed in the following sequence:

• Amount ex. VAT
• VAT amount (21%)
• Total amount (amount inc. VAT)
• Already paid (if available)
• Amount to pay

User experience (UX) & interface improvements

Invoice file naming:
When downloading an archive, the file name now automatically includes your client name, even if it is not a company, making it easier to filter and search for invoices inside and outside OkiOki.

Configure Peppol invoice email notifications:
Users can now adjust their notification settings to receive emails when a Peppol invoice becomes available.

Indicate absence of credit card statements:
Users can now indicate if they do not have a credit card statement for a given period (monthly), this means you can now easily generate your bank reports with more accuracy.

Performance & optimalisations

Acerta connection update:
The Acerta connection has been updated: users can now easily connect and disconnect their accounts again.

Dropbox integration updates:
The Dropbox SDK has been updated to support certificate changes, enhancing performance and reliability.

Miscellaneous

Support for .HEIC files for IPhone users
Users can now upload .HEIC files (the image format used by iPhones) to both the app and cloud storage. This makes it easier for iPhone users to upload receipts, take pictures, and take advantage of more file extensions.

OkiOki for accountants

Accountancy portal

Peppol notification settings:
Accountants can now configure whether they want to receive notifications when a Peppol invoice is available.

Full Peppol status on client page:
Accountants can view and manage the full Peppol status of their clients directly from the accountancy portal, including verifying clients and editing Peppol preferences. 

Overview when clients become active:

Accountants now receive an overview of each client as soon as they become active on OkiOki. This enables immediate actions such as configuring CODA files, verifying Peppol identities, checking Peppol registration statuses, and automating transactions.

Change username of non-active users:

Accountants can update the username of non-active users directly in the accountancy portal, improving client management.

Number of invitations sent to clients:

Accountants can see how many invitations their inactive clients have received, helping them to better manage and clean up their client lists.

Other updates

Configure generic titles for invoice lines:

Accountants can now adjust the invoice line descriptions for generated UBLs by entering a coded string. The default setting is:

%Counterparty name%, invoice %Invoice number% %VAT Tariff Code% %VAT Tariff Rate%

Hotfix for Horus and Yuki software users:

Based on feedback, after a CODA+ generation, PDFs will no longer be generated automatically for Horus and Yuki software users. Instead, they will be self-generated by the Horus and Yuki systems to prevent duplicates and errors.