In this release, we introduce smart improvements for managing duplicate documents and provide more transparency during booking with live totals. Additionally, we have expanded the recycle bin and implemented various optimisations in the invoicing flow and the portal for accountants to make your daily administration run even more smoothly.
🚀 Key updates for entrepreneurs
Document Management & Booking
Smart grouping of duplicate documents
Nothing is as annoying as a cluttered booking screen due to duplicate invoices. To solve this, OkiOki now automatically groups duplicate documents in a handy, expandable section directly below the main document. You can see at a glance exactly where each copy comes from (such as email, Peppol, Dropbox, or a manual upload), while the primary document remains neatly at the top. This way, you keep your focus on what really matters without being distracted by redundancy.Live totals when linking documents
No more hassle with a calculator or mental arithmetic during booking. When you link multiple documents to a transaction, a new fixed summary bar at the top of your screen shows the total amount and the number of selected documents in real time. The bar is smart enough to recognise different currencies and instantly converts everything to Euros for you. This way, you always know for sure that your selection exactly matches the outstanding amount on your booking.Recycle bin extended to a full quarter
We understand that mistakes can happen quickly and that sometimes you only discover later that a document was wrongly deleted. Therefore, we have significantly extended the retention period of documents in the recycle bin: from 30 days to no less than 100 days. This gives you a full quarter to view and restore documents with one click. This keeps your administration safe and flexible, even over longer periods.
Invoicing & Self-billing
Simpler invoicing to private individuals (B2C)
Creating invoices for private clients is now much faster. Because an address for B2C invoices is not always legally required when there is no VAT or company number, we have made this field optional. This saves you unnecessary typing and prevents you from getting stuck in the invoicing wizard if you do not have full address details. Of course, the address remains mandatory once you create a business (B2B) invoice.Flexible layout: Hide the "Quantity" column
Sometimes the nature of your services calls for a minimalist invoice. You now have the option to completely hide the "quantity" field on your invoices and credit notes. This is ideal for services where a quantity is not relevant to the client. OkiOki ensures in the background that all calculations remain correct by automatically calculating with a quantity of one, while your PDF looks much cleaner and more professional.Renewed self-billing settings per contact
Managing self-billing data is now much more intuitive. We have converted the settings on the detail page of your contacts to a modern one-column design. This provides better readability and a more logical flow when setting specific numbering or IBAN numbers for your suppliers. Moreover, this new view is fully optimised for mobile use, so you can quickly make adjustments on the go.Immediate insight into the status of self-billing deliveries
Transparency is essential when sending documents. That is why we have now also activated the Peppol delivery status for self-billing invoices and credit notes. In the document overview, you can see immediately whether your document has been successfully delivered to your supplier or if action is required. This way, you never have to doubt whether your administration has arrived properly on the other side.
🔧 Small improvements for entrepreneurs
Transparent discounts: It is now clearer how discounts appear on your invoice. The description field shows exactly how percentages or fixed amounts are applied on the final PDF.
Dynamic intro and outro texts: When you change the language of a counterparty, OkiOki now automatically adjusts the default intro and outro messages to the chosen language.
Peppol BIS 3 as standard: For optimal compatibility with modern accounting software, all invoices sent by email are now delivered by default in the Peppol BIS 3 format.
French language corrections: We have polished our French templates. The standard accompanying text now uses a more natural phrasing ("J'espère que tout va bien pour vous").
Country settings: An issue where some users could not change the country in their address settings has been resolved.
Better readability: Dropdown menus in the shipping settings have been made wider so that texts (especially in French) are no longer truncated.
💼 Improvements for accountants
Smoother onboarding for Light clients: The setup of Light subscriptions has been optimised. The field for the bank account number is now directly below the subscription choice, with clearer instructions.
Management of mixed-plan clients: Accountants with a mixed subscription now have more control. You can now directly suspend clients who do not switch to self-paying to keep your own billing correct.
Automatic CODA protection: OkiOki now automatically detects bank accounts that use "globalisation" and disables CODA generation for these to prevent data errors, including a clear warning.
Stable Exact Online connection: We have added improved security for the API connection with Exact Online, ensuring a more stable connection between the backend and the portal.
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