In this release, we introduce self-billing, allowing you to now also issue invoices on behalf of your suppliers. Additionally, we have added a new central purchase overview for better insight into your expenses. Furthermore, this update includes various improvements to our Peppol support and several UX optimisations to make your daily administration run more smoothly.
🆕 New Features
Invoicing
🤝 Self-billing (Invoice issued by the purchaser)
Self-billing is becoming increasingly popular, for example in the creative sector. Here, the customer (the buyer) issues the invoice instead of the supplier.
Self-billing data per contact: You can now manage all specific self-billing details per counterparty. This way, you can easily set a unique document numbering, the correct IBAN number, and the relevant VAT exemptions per contact. This ensures every invoice is automatically correctly issued according to the agreements with your supplier.
Manage your communication for self-billing: In the invoicing settings, you now have full control over the default texts for emails and invoice introductions, specifically for self-billing invoices and credit notes. This way, you always send the right message with the right tone. The right message at the right time works wonders.
Legal mentions: OkiOki ensures that the mandatory mention "Invoice issued by the purchaser" (or "Self-billing") appears correctly on the documents, so you are fully compliant with the legislation.
Where can you find this?
To use these new features, you first need to activate the feature in your Account settings. After that, you can manage the general configuration via Settings > Invoicing settings. Additionally, you can manage all necessary self-billing details on the detail page of a specific counterparty.
More information can be found on this support page.
Document Management
🔍 Central overview of your purchases
We have introduced a new view where all your purchase documents come together, giving you immediate insight into your financial expenses.
One overview for all purchases: You can now view and manage all your purchase documents in one consolidated list.
Self-billing integration: When self-billing is activated, you will also find all drafts of your self-billing invoices in this overview. This way, you keep the complete overview in one place.
Where can I find the purchase overview?
You can find the new purchase overview in the navigation menu under your documents. Here you can easily find all your purchase invoices and receipts. Additionally, you will also find your self-billing invoices and self-billing drafts here, if you have activated self-billing in your settings.
🔧 Improvements & fixes
Payment files for everyone: Generating payment files is now immediately visible to all users. If you do not wish to use payment files, you can easily disable them via your app settings.
Smoother invoicing: The "Additional remarks" section is now open by default when creating invoices. This way, you won't overlook important messages on your invoice.
Bank connection for Light users: This improvement applies only to accountants. Adding a bank account is now located in a more logical place under subscription management in the accountant's portal.
Faster invoice editing: Performance when editing invoice lines has been improved, resulting in a smoother experience with larger documents.
Correct IBAN validation: An issue with the validation of Dutch IBAN numbers has been resolved.
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