| SAF-T file error fixes |
The errors in the SAF-T file have been fixed as follows:
Customer transactions and customer balance did not match.
The reason was that the Customer account 1500 in some cases contained a different TranClass and was not having the customerID.
Supplier transactions and supplier balance did not match.
The reason was that postings on the rounding account contained the supplier ID and was then included in the calculation of the supplier balance.
VAT postings in General ledgers contained VAT information on the VAT account. This has now been fixed and the VAT accounts 27XX will not contain VAT Information.
If VAT registration ID is missing on the company, the corporate ID will be used.
The Contact person segment will be skipped if there are no values to report on suppliers and customers.
The batchID will be removed from the file because it should only contain the batch ID from a external system. |
Accounting |
Accounting |
8.33 |
2021-01-19 |
Bug |
All |
| Error when closing the multiselect pop-up from [x] |
In the Process bank transactions and Process incoming payments windows, two issues have been fixed:
1. Documents were not removed when you closed the Select documents window using the "x" button.
2. An error message that was displayed after you had saved the action above. |
Accounting |
Accounting |
8.33 |
2021-01-19 |
Bug |
All |
| Add filters for the endpoints CustomerInvoice, CustomerCreditNote and CustomerDebitNote |
Added "paymentReference", "externalReference" and "customerRefNumber" as filters for the following endpoints:
CustomerInvoice, CustomerCreditNote and CustomerDebitNote. |
API |
API |
8.33 |
2021-01-19 |
Change |
All |
| New field Customer project no. has been added for the Customer invoice endpoint |
New field Customer project no. has been added in the API POST and PUT operations for the Customer invoice endpoint |
API |
API |
8.33 |
2021-01-19 |
Change |
All |
| Posting the SalesOrder type RC returns an error |
After the 8.32 releases, an error was returned when posting the SalesOrder type RC.
This has now been fixed. |
API |
API |
8.33 |
2021-01-19 |
Bug |
All |
| The API value dontPrint does not work on CustomerInvoice endpoint |
Earlier, the API value dontPrint was not supported on the CustomerInvoice endpoint.
This has now been fixed. |
API |
API |
8.33 |
2021-01-19 |
Bug |
All |
| Remove old 'GeneralLedgerBalance' endpoint |
The 'GeneralLedgerBalance' endpoint is deprecated and will be removed in January 2021.
A new endpoint was created to replace it. You find the documentation for it in Swagger under the 'GeneralLedgerBalanceV2' endpoint. |
API |
API |
8.33 |
2021-01-19 |
Change |
All |
| Notifications for new invoices in the Invoice Inbox |
You will be notified when Invoice Inbox receives new invoices.
You can activate this notification in the Custom notifications window (SM205041) and you are set as recipient. |
General |
General |
8.33 |
2021-01-19 |
Change |
All |
| Notifications for new invoices in the Invoice Inbox in status: Error |
In the Notification Centre, you will receive a message if an invoice is in error state after being processed.
This notification is activated in the Custom Notification window (SM205041) and you are set as recipient. |
General |
General |
8.33 |
2021-01-19 |
Change |
All |
| Impossible to import files into several screens |
Version 8.33 includes a fix for an error which made it impossible to upload excel files to several entry screens (e.g.PM208000, GL301000, SO301000, AP202010) |
General |
General |
8.33 |
2021-01-19 |
Bug |
All |
| Legal changes to Intrastat report |
In the Netherlands, VAT number and country of origin have been included in the Intrastat report from the beginning of 2021.
The legal changes in the Intrastat transaction codes for Sweden, Finland, and Denmark have also been updated. |
Purchase To Pay |
Purchase To Pay |
8.33 |
2021-01-19 |
Change |
All |
| Change document type of scanned documents in Invoice inbox |
It is now possible to change document type in Invoice inbox (AP50604S) for documents that whose origin is scanned origin. This means that if a supplier credit note is falsely identified as a normal supplier invoice by the scanning service, or vice versa, the document type can be changed to the correct one before processing. |
Purchase To Pay |
Purchase To Pay |
8.33 |
2021-01-19 |
Change |
All |
| Duplicate payment lines in SupplierPayment endpoint when payment has been voided |
In some situations, duplicate payment lines were created in the SupplierPayment endpoint when you voided the created payments.
This has now been fixed. |
Purchase To Pay |
Purchase To Pay |
8.33 |
2021-01-19 |
Bug |
All |
| Employees are able to register a claim with multiple projects |
Employees are able to register a claim with multiple projects. We moved in Expense receipt inbox from the header to the line level the following fields: project ID; customer ID; location ID. We added in Expense receipt inbox additional fields for a better overview of the details: project description; customer name; location name |
Project Accounting |
Project Accounting |
8.33 |
2021-01-19 |
Change |
All |
| New field Customer project no. on customer invoice SO303000 window |
New field Customer project no. on customer invoice SO303000 window on the Financials details tab |
Project Accounting |
Project Accounting |
8.33 |
2021-01-19 |
Change |
All |
| SendToAutoinvoice field available on CustomerCreditNote endpoint |
You are now able to GET, POST, PUT the SendToAutoinvoice field on the customerCreditNote endpoint. See the swagger documentation for more information. |
API |
API |
8.34 |
2021-01-26 |
Change |
All |
| Fixed 'toggleBalanceSigns' parameter on GeneralLedgerBalancev2 |
In earlier versions of the GeneralLedgerBalance v2 endpoint, the toggleBalanceSigns parameter was toggling the balance signs for accounts of type expense and liability. The new version toggles the balance signs for accounts of type income and liability and thus the balances in the response will show the debit and credit balances as posted in accounting. |
API |
API |
8.34 |
2021-01-26 |
Change |
All |
| Correct branch opened on Invoice inbox notification link |
If you have a company with multiple branches and get an Invoice inbox notification, the link will open the Invoice inbox window with the branch displayed that is set on the invoice instead of opening the main branch. |
General |
General |
8.34 |
2021-01-26 |
Change |
All |
| New changes on Visma.net Project Advanced Allocation and Billing |
The Run allocations by projects window (PM502500) and Reverse not yet invoiced transactions window (PM505000) are now only available Visma.net Project Advanced Allocation and Billing for Project Controller and Project Manager roles. |
General |
General |
8.34 |
2021-01-26 |
Change |
All |
| Notifications for new invoices in the Invoice Inbox in status: Error |
In the Notification Centre, you will receive a message if an invoice is in error state after being processed. |
General |
General |
8.34 |
2021-01-26 |
Change |
All |
| New ways of selecting stock items in the Prepare stocktaking window |
There is now new ways of selecting stock items in the Prepare stocktaking window.
You can now, directly in the Prepare stocktaking window, manually select the items you wish to be included in the Stocktaking count window. |
Order To Cash |
Order To Cash |
8.34 |
2021-01-26 |
Change |
All |
| Attachments not included when sending PEPPOL invoices to AutoInvoice |
Earlier, in some cases, the invoice attachments were not included in the document when sending to AutoInvoice in PEPPOL format.
This has now been fixed.' |
Order To Cash |
Order To Cash |
8.34 |
2021-01-26 |
Bug |
All |
| Leading spaces not allowed in invoice numbers |
Earlier, when setting the invoice number manually, is was possible to enter the number with a leading space. This later on gave an error when trying to match the invoice to a credit note or payment. This has now been fixed. |
Order To Cash |
Order To Cash |
8.34 |
2021-01-26 |
Bug |
All |
| Deferral code not applied on Invoice inbox rule |
In some cases, the deferral code set on the Invoice inbox rule was not applied on supplier invoices. This has now been fixed. |
Purchase To Pay |
Purchase To Pay |
8.34 |
2021-01-26 |
Bug |
All |
| Lookup field "Supplier ref." for manual adding of supplier invoices |
Now, there is a new lookup field "Supplier ref." for manual adding of supplier invoices in the Process bank transactions window. |
Project Accounting |
Project Accounting |
8.34 |
2021-01-26 |
Change |
All |
| Preload worked hours from previous timecard |
The 'Preload from previous timecard' is now taking, in addition to the type of hours (regular hours and overtime), the projects and tasks, also the hours from the previous time card. |
Project Accounting |
Project Accounting |
8.34 |
2021-01-26 |
Change |
All |
| Customised ARM report showing correct figures in every run |
In previous versions, the customised ARM report was showing incorrect figures in every run. This has now been fixed. |
Project Accounting |
Project Accounting |
8.34 |
2021-01-26 |
Bug |
All |
| New changes on Visma.net Project Advanced Allocation and Billing |
The Run allocations by projects window (PM502500) and Reverse not yet invoiced transactions window (PM505000) are now only available Visma.net Project Advanced Allocation and Billing for Project Controller and Project Manager roles. |
Project Accounting |
Project Accounting |
8.34 |
2021-01-26 |
Change |
All |
| VAT ID 16 LOW Norway changed from 12% to 6% |
The VAT IDs 12L, 16, 17L, and 5 are still 6% and for new companies created in 8.35 the values are 6% for the lines dated 01/11/2020. For companies created before this version, you have to make this change from 12% to 6% manually. |
Accounting |
Accounting |
8.35 |
2021-02-02 |
Change |
All |
| Company tree info tab now available in Employees window (EP203000) |
The Company tree info tab is now available in the Employees window (EP203000), which makes it easier to add employees in the organisational approval structure. |
General |
General |
8.35 |
2021-02-02 |
Change |
All |
| Revoking access rights not working |
When setting access right "Revoke" on a user role in generic inquiries created by users in the system and assigning the role to a user, the user still got access to the inquiry.
This has now been fixed. |
General |
General |
8.35 |
2021-02-02 |
Bug |
All |
| Not allowed to delete a payment with a general ledger reference number |
In the Supplier payments (AP302000) window, there is a new button "Fix general ledger link". It is visible when there is a missing link between the payment and the general ledger transaction and the payment having an incorrect status cannot be modified or deleted.
The new button will be used to correct the missing link between the payment to the general ledger transaction.
When the payment is left with unapplied balance, additional steps are required to have the correct data:
* In many cases the general ledger transaction is unposted, please go to the Post transactions window to post the general ledger transaction
* Use the Validate supplier balances (AP509900) window to run a validation for the supplier and the period of the payment.
The payment is now corrected. |
Purchase To Pay |
Purchase To Pay |
8.35 |
2021-02-02 |
Change |
All |
| Adjustments appearing on Intrastat report |
If updating the price on a stock item on a purchase invoice and an automatic adjustment was created, the adjustment transaction showed up on the Intrastat report (TX50800S). This has now been fixed. |
Purchase To Pay |
Purchase To Pay |
8.35 |
2021-02-02 |
Bug |
All |
| Already invoiced PO receipts showed up on purchase invoice |
In some scenarios, when adding purchase receipts (PO302000) to purchase invoice (AP301000), also the already invoiced receipts were showing up in the list to be selected. This has now been fixed. |
Purchase To Pay |
Purchase To Pay |
8.35 |
2021-02-02 |
Bug |
All |
| Company tree info tab now available in Employees window (EP203000) |
The Company tree info tab is now available in the Employees window (EP203000), which makes it easier to add employees in the organisational approval structure. |
Project Accounting |
Project Accounting |
8.35 |
2021-02-02 |
Change |
All |
| The quantity and amount on Commitments tab are now from the specified project. |
In Commitments tab on the Project window (PM301000) the values for quantity and amount were showing the total amount from the purchase order. This is now fixed and the values for quantity and amount are from the specified project. |
Project Accounting |
Project Accounting |
8.35 |
2021-02-02 |
Bug |
All |
| Improvements in fetching of GLHistory records during the consolidation process |
During the GL accounts consolidation process, retrieval of all GLHistory records via API took a very long time and the process used to time out. This process has now been improved to use the pagination with period filtering. All the API calls are made asynchronous so that timeout does not happen anymore. For a user's perspective,
Start period is now required to be set to run the process, End period is optional. You will get an error if Start period is empty.
To avoid getting transactions from current period we recommend to also set the To period so you do not get data that's not reconciled. |
Accounting |
Accounting |
8.36 |
2021-02-09 |
Change |
All |
| New changes in Visma.net Project Accounting base package and in Visma.net Project Accounting Advance Allocation and Billing |
The following screens have been removed from the Administrator role from Visma.net Project Accounting base package and moved to Visma.net Project Accounting advance allocation and billing for the same role:
PM207000
PM204200
PM204100
PM205000
PM207500
PM40107S
PM502500
PM506000
PM503000
PM502000
PM505000
PM206000
PM307000
The following screens have been removed from the Financials light user role from Visma.net Project Accounting base package and moved to Visma.net Project Accounting advance allocation and billing for the same role:
PM40107S
PM206000
PM307000 |
Accounting |
Accounting |
8.36 |
2021-02-09 |
Change |
All |
| New "Status" column in the Process bank transactions screen |
Added a new *Status* column in the Process bank transactions screen where you can see 5 types of error codes. These are :
NDS - No documents selected,
RB- Remaining balance available,
NB: No business account selected,
NE: No entry type selected,
NL: No location selected.
You can find the error explanations if you click the Status description link. |
Accounting |
Accounting |
8.36 |
2021-02-09 |
Change |
All |
| Remove old 'GeneralLedgerBalance' endpoint |
The 'GeneralLedgerBalance' endpoint is deprecated and will be removed on 9th of February 2021.
A new endpoint was created to replace it. You find the documentation for it in Swagger under the 'GeneralLedgerBalanceV2' endpoint. |
API |
API |
8.36 |
2021-02-09 |
Change |
All |
| Create Projects with shorter length than the defined segment length of the Project key with Project endpoint POST operation. |
In the earlier version of the Project endpoint, it wasn't possible to create a project with a number of segment digits fewer than the defined length of the Project Segment Key. This has now been fixed. |
API |
API |
8.36 |
2021-02-09 |
Bug |
All |
| Slow performance on pagination when using the GET Customer endpoint |
There was an issue when using pagination in the GET Customer endpoint. The higher page number used when retrieving a collection of customers, the slower the performance was.
This has now been improved. |
API |
API |
8.36 |
2021-02-09 |
Change |
All |
| Clicking the invoice reference number results in a popup window with an empty invoice |
When clicking the invoice reference number from several screens, the popup window that should display the invoice was showing a new, blank invoice instead.
This has now been fixed, so that the popup window displays the invoice that you have clicked on. |
Order To Cash |
Order To Cash |
8.36 |
2021-02-09 |
Bug |
All |
| Possible to create and delete Account groups if only Project Accounting Base Package is activated |
Previously, it was not possible to create and delete account groups if only the Project Accounting Base Package is activated. This is now available for Project controller role and Administrator role as well. |
Accounting |
Accounting |
8.37 |
2021-02-16 |
Change |
All |
| Create payment from cash account in foreign currency |
There was a bug in the Process bank transactions (CA306000) and Process incoming payments (AR305000) windows related to creating a payment from a cash account in a foreign currency. This has now been fixed. |
Accounting |
Accounting |
8.37 |
2021-02-16 |
Bug |
All |
| GET Customer no longer returns metadata (MaxPageSize,TotalCount) |
After the 8.36 release, GET Customer did not return the metadata (MaxPageSize,TotalCount) array in the response.
This has now been fixed. |
API |
API |
8.37 |
2021-02-16 |
Bug |
All |
| Possible to create and delete Account groups if only Project Accounting Base Package is activated |
Previously, it was not possible to create and delete account groups if only the Project Accounting Base Package is activated. This is now available for Project controller role and Administrator role as well. |
General |
General |
8.37 |
2021-02-16 |
Change |
All |
| Drill down for customer invoices not working from Sales invoices - overview and Sales by item and customer |
Earlier, when you drilled down for customer invoices in status Balanced or On hold from the inquiry windows Sales invoices - overview and Sales by item and customer, you did not get any result.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.37 |
2021-02-16 |
Bug |
All |
| Booking of payroll taxes on a separate GL account for excess mileage/daily allowances |
There is an improvement in the Visma.net Expense - Visma.net ERP integration in the Expense Inbox (EP50604S) window, which enables handling of booking of payroll taxable amounts on separate general ledger accounts for expenses, such as mileages and daily allowances. |
Accounting |
Accounting |
8.38 |
2020-02-23 |
Change |
All |
| ARM reports now filter on branch |
ARM reports has been modified and are now selecting only the selected branches if the Report have activated the From and/or To branch in the report. |
Accounting |
Accounting |
8.38 |
2020-02-23 |
Bug |
All |
| Related inventory issues are not automatically released when releasing customer invoices via API |
Earlier, when calling a release operation for a Customer invoice (SO303000) via API, the related inventory issue was not automatically released.
This has now been fixed. |
API |
API |
8.38 |
2020-02-23 |
Bug |
All |
| Change the name of the 'Print description on sales orders' check box |
The 'Print description on sales orders' check box in the Sales orders (SO301000) window needed a new name to better reflect what the setting actually does. The new name is 'Show description on order confirmation and invoice' and will be available from version 8.38. The translations are updated accordingly. |
Order To Cash |
Order To Cash |
8.38 |
2020-02-23 |
Change |
All |
| The overdue charge process stops when the fee amount is set but the Description field is empty |
Earlier, when the fee amount was set but the Description field was empty in the Overdue charges (AR204500) window, the overdue charge process stopped.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.38 |
2020-02-23 |
Bug |
All |
| The profitability analysis inquiry fails when using alphanumeric item IDs |
Earlier, if you selected an item with an alphanumeric ID in the Sales profitability analysis (AR409000) inquiry window, the inquiry failed with a conversion error.
This has now been fixed, so that you are able to use alphanumeric item IDs in this inquiry window. |
Order To Cash |
Order To Cash |
8.38 |
2020-02-23 |
Bug |
All |
| Issues in ARM reports with grouped unit set for branches |
Earlier, only the values from the first node were given in ARM reports using unit sets with group nodes.
This has now been fixed and you get the sum of the nodes as well as the values on all nodes. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Bug |
All |
| Using purchase price variance account gives wrong VAT in TX40500S |
Earlier, when you changed the price of an item on a purchase invoice after it had been received in the Purchase receipt (PO302000) window, the difference was posted to debit/credit on the journal transaction batch for this purchase invoice. These two lines were showing the VAT information from the purchase expense line, total debit/credit 0,00, but the amount did not match the amounts. This has now been fixed so that when the batch is created, the transaction class on the accounting line is marked with an X and not an N so it's possible to detect what line is the change of cost and what is the actual line for the tax base.
In the screens and reports using the VAT specification view, the transactions having an X in the Transaction class field will not show any VAT information. Transactions created before this version will not have this value and show VAT information. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Bug |
All |
| Error in detailed ARM reports when using swap liability/expense |
Earlier, there was a bug in detailed ARM reports when using Swap liability/expense. It has now been fixed so that expenses that are posted as debit will show as negative values and liabilities that are posted as credit will show as positive values.
Reports that did not have an account or a subaccount specification were correct. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Bug |
All |
| Error in ARM report with branches |
Earlier, if you had made a filter in the From branch column on an ARM report and not requested the Branch column, you got an error running the report.
This has now been fixed and you do not need to fill out the To branch column, if the report is running for only one branch without showing the branch in the report window. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Bug |
All |
| Combining alphanumeric and numeric branch IDs in ARM report |
In the previous version, you sometimes got an error when running an ARM report if you combined alphanumeric and numeric branch IDs.
This was depending on the selected order the of branches, so in some cases it failed and in others it did not.
This has now been fixed so that a mix of numeric and alphanumeric values are allowed for branches, without giving a conversion error when running the report.
Due to this change, the improvement where selecting only numeric values in From and tT branch had to be reversed. So if you select from branch 1 to branch 3, it will also include branches 10, 11, and 111 if you have those.
A workaround is to renumber all branches so that they all have the same length by adding leading or trailing zeros. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Bug |
All |
| Recognise sales invoice no. based on prefix and invoice no. which has alphanumeric characters w/ or w/o separators |
The system will now recognise the sales invoice number, even when
- the invoice number has alphanumeric characters
- the invoice number has seperators as . or -
- the invoice number has alphanumeric characters and seperators in combination. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Change |
All |
| Recognise sales invoice no. based on prefix and invoice no. having multiple numbers separated by dot or dash |
The system will now recognise even sales invoice numbers having multiple numbers separated by dot or dash. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Change |
All |
| Recognise purchase invoice no. based on prefix and invoice no. having alphanumeric characters w/ or w/o sparators (dot or dash) |
The system will now recognise purchase invoice numbers that have alphanumeric characters or separators . or - |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Change |
All |
| Recognise purchase invoice no. based on prefix and invoice no. having multiple numbers separated by dot or dash |
The system will now recognise and match purchase invoices that have a purchase invoice number with multiple numbers that are separated by dot(“.”) or dash(“-”). |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Change |
All |
| Recognise supplier invoice no. based on supplier reference having alphanumeric characters w/ or w/o separators (“.” , “-”) |
The system will now recognise and match supplier invoices that have a supplier reference with letters and numbers with and without dot(".") or dash("2"). |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Change |
All |
| Recognise supplier invoice no. based on supplier reference having multiple numbers separated by dot(“.”) or dash(“-”) |
The system will now recognise and match supplier invoices that have a supplier reference with multiple numbers that are separated by dot(“.”) or dash(“-”). |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Change |
All |
| FIK payments not extracting invoice no. for automatic matching in processing of payments |
Earlier, when receiving an incoming payment with a FIK code (CID code), the invoice number was not extracted from the FIK code and placed in the Invoice no. field in the Process payment (CA306000) window in Danish companies. So the incoming payment did not match the invoice.
This has now been fixed and incoming payments are matched to invoices. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Bug |
All |
| Calculation of revised budgeted amount and revised budgeted quantity in Validate project balance window for recalculation of change orders |
Earlier, the revised budgeted amount and revised budgeted quantity were wrongly recalculated by adding the change order's quantity and amount every time when using the Validate project balance (PM504000) window for recalculating of change orders.
This has now been fixed. |
Accounting |
Accounting |
8.39 |
2021-03-02 |
Bug |
All |
| Wrong response code when confirming shipment |
Earlier, when you confirmed shipment from the API, you got in some scenarios the response code "200 OK", even though the confirm shipment operation was not successful.
This has now been fixed. |
API |
API |
8.39 |
2021-03-02 |
Bug |
All |
| Insert and delete lines when using the PUT method on the stocktake endpoint |
Earlier, it was not possible to insert and delete lines when using the PUT method on the stocktake endpoint.
This has now been fixed. |
API |
API |
8.39 |
2021-03-02 |
Bug |
All |
| Posting class window IN206000 and field available in Visma.net ERP Base Package |
The Posting class window IN206000 and the Posting class field are now available in the Visma.net ERP Base Package. |
General |
General |
8.39 |
2021-03-02 |
Change |
All |
| The Report designer component is upgraded to improve security |
The component Report designer; which can be used on most reports in Financials is now upgraded to improve security. We have not had any issues with security for this component, and the upgrade is done as a result of an internal assessment.
While improving the security, we also re-worked the visual presentation of the feature to be more in-line with the rest of the service.
The functionality is the same. |
General |
General |
8.39 |
2021-03-02 |
Change |
All |
| Error message does not refer to the reference number of the location when adding a duplicate stocktaking line |
Earlier, when you added a duplicate stocktaking line, the error message in the Location column referred to an internal ID instead of the reference number of the location.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.39 |
2021-03-02 |
Bug |
All |
| The number of rows in the Prepare stocktaking window does not follow the user setting for number of records to be displayed |
Earlier, the number of visible rows in the Prepare stocktaking (IN504000) window, showed the number of rows based on screen size (height), instead of using the setting "Number of records to be displayed on grid page(s)" in the User settings (SM203010) window.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.39 |
2021-03-02 |
Bug |
All |
| Support for "Godkänd för F-skatt" when sending e-invoices in the Peppol BIS 3.0 format |
For Swedish companies, it is mandatory to include the text "Godkänd för F-skatt" in an invoice, when the company is registered for corporate tax.
This is now supported when sending e-invoices in the Peppol BIS 3.0 format. |
Order To Cash |
Order To Cash |
8.39 |
2021-03-02 |
Change |
All |
| Location considered from Purchase order when doing Intrastat reporting |
In Intrastat reporting, the report now considers the location from the Purchase order. |
Purchase To Pay |
Purchase To Pay |
8.39 |
2021-03-02 |
Change |
All |
| Rounding and precision to be applied on EC sales reporting |
Rounding roles for the EC sales list are added to the Tax agency supplier.
There are new columns for the EC sales list settings on the Tax agency settings tab:
EC sales list rounding: Here you can select between Mathematical, Ceiling, and Floor
EC sales list precision: Here you set the decimal to round on
Use currency precision: Uses the rules of currency decimals. |
Accounting |
Accounting |
8.40 |
2021-03-09 |
Change |
All |
| New EC sales list report improving preparing and report corrections |
In this version we are releasing a new and improved EC Sales list report (AR40501S). This report allows you to better prepare and modify your report before sending it to the government. If you later need to send corrections to the report, you can easily send a revision of the complete report or only the corrections.
The new EC sales list:
- uses the same date selection as the VAT report.
- uses the VAT registration number and the country of the customer location.
- allows you to have the same VAT registration number on several customer.
- allows you to exclude transactions and customers from the report.
- reports corrections from earlier periods on separate lines (NL).
NOTE!
Before you start using the new EC sales list, it is important that you check that you have completed and sent the previous report. This is to avoid already reported transactions from being reported again.
In the Help center, you find information about the steps you should do to check. It is also described how to start using the EC sales list if you are a new customer and never used the EC sales list before, and finally what to do if you are migrating from another ERP system. |
Accounting |
Accounting |
8.40 |
2021-03-09 |
Change |
All |
| Changed VAT code on Non-stock item 5 - Betalingsvarsel to code 7 for Norwegian companies |
For Norwegian companies, the Non-stock item 5 - Betalingsvarsel has been changed to automatically use the VAT code 7 instead of 6, so the values will not show up on line 1 in the VAT report. This will only affect new companies created in version 8.40 or later.
Existing customers have to make this change manually. |
Accounting |
Accounting |
8.40 |
2021-03-09 |
Change |
All |
| Wrong description for the TASESP row set codes 2260, 2270 and 2310 |
The default settings for the row set 'TASEP' has been improved for Finnish companies. The description has been changed for the codes 2260, 2270 and 2310, to better reflect the account classes and the three sections have been set to expand by account.
Note! The descriptions will not be changed if the row set has been manually changed or if multi-language is in use. |
Accounting |
Accounting |
8.40 |
2021-03-09 |
Change |
All |
| Filter on empty status in Process bank transactions window |
You can now use filter "Is null" or "Is not null" for the Status column in the Process bank transactions (CA306000) window. |
Accounting |
Accounting |
8.40 |
2021-03-09 |
Change |
All |
| The GET CustomerPayment endpoint returns incorrect document type |
Earlier, the GET CustomerPayment endpoint returned incorrect document type in some situations.
This has now been fixed. |
API |
API |
8.40 |
2021-03-09 |
Bug |
All |
| Restructure, introduce pagination and improve the performance for GET stocktake endpoints |
The response DTO (Data Transfer Object) has been restructured, pagination is introduced, and the performance for GET stocktake endpoints has been improved. To avoid breaking the current integrations, all changes have been put under V2. Also, the PUT stocktake endpoint has been duplicated under V2, and all existing stocktake endpoints have been marked as obsolete. Both V1 and V2 will be supported for the next 6 months. |
API |
API |
8.40 |
2021-03-09 |
Change |
All |
| Waiting time for re-running actions in Master data management |
Master data management (SM20101S)
When selecting an action in this window, you will now get a question if you want to run the routine. This is done to avoid accidentally starting the wrong routine.
If you have started one of the routines, you will not be able to start it once more until 3 hours later. This is to ensure that the started routine will be completed successfully. |
General |
General |
8.40 |
2021-03-09 |
Change |
All |
| Audit cannot be activated in the Users and User roles windows |
Audit (SM205510)
It was not possible to set up auditing for the following screens (under Configuration-User Security-Configuration-Manage):
Users (SM201010)
User roles (SM201005) |
General |
General |
8.40 |
2021-03-09 |
Change |
All |
| Possibility to add item cross-references in reports |
It is now possible to add item cross-references (Barcode, Global, Customer part number) by adding new data sources to the following reports:
- Quote (SO64101S and SO64108S)
- Sales order (SO64118S and SO64111S)
- Shipment confirmation (SO64200S and SO64201S)
- Pick list (SO644000)
- Proforma (SO64300S)
- Invoice (AR64108S, AR64118S, AR64105S, AR64110S, AR64106S, AR64104S, AR64102S, AR64101S and AR64103S)
- Assembly (IN30702S and IN30701S)
In addition, the new data sources are also available for copied reports (with prefix RE). |
Order To Cash |
Order To Cash |
8.40 |
2021-03-09 |
Change |
All |
| Changes in order type and reason code for Finnish template |
In the default settings for Finnish companies, the description for reason code 03 has been changed to better reflect its purpose.
Also, the order type 'ME' has been added, which can be used in transactions related to Project accounting. |
Order To Cash |
Order To Cash |
8.40 |
2021-03-09 |
Change |
All |
| Unable to create or edit contacts and locations in the Customers window if you have the Financials Invoice User role |
Earlier, if you had the Financials Invoice User role, it was not possible to create or edit contacts and locations in the Customers window (AR303000).
This has now been fixed. |
Order To Cash |
Order To Cash |
8.40 |
2021-03-09 |
Bug |
All |
| Improved transaction handling when confirming a shipment |
Earlier, you could experience that the sales order status was not correctly updated when confirming a related shipment from the Shipments window (SO302000).
This has now been fixed. |
Order To Cash |
Order To Cash |
8.40 |
2021-03-09 |
Bug |
All |
| The hyphen character is removed from the postcode field in the Customers window |
Earlier, the hyphen character (-) was removed from the postcode field in the Customers window (AR303000).
This has now been fixed so that hyphen is not removed from the postcode field anymore. |
Order To Cash |
Order To Cash |
8.40 |
2021-03-09 |
Bug |
All |
| Wrong calculation of the discount when basing the sales invoice on several sales orders |
Earlier, when you wanted to send a printed sales order by email from the Sales orders window (SO301000) opened from a popup window, the default email template was not loaded.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.40 |
2021-03-09 |
Bug |
All |
| Cannot load the default email template when sending the sales order from a popup window |
Earlier, when you wanted to send a printed sales order by email from the Sales orders window (SO301000) opened from a popup window, the default email template was not loaded.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.40 |
2021-03-09 |
Bug |
All |
| The search list for customer locations in the Customer locations window also gives a list of suppliers |
Earlier, when using the Business connection field in the Customer locations window (CR303010) to search for customer locations, it also listed suppliers.
This is now fixed so that only customers appear in the search list. |
Order To Cash |
Order To Cash |
8.40 |
2021-03-09 |
Bug |
All |
| A new message on VAT report Sweden when selecting a company or a branch |
The VAT report (TX621008S) does not have the same logic regarding File tax by branch and Multi-branch support. Therefore a message is added on the printed report if you select a wrong combination of company/branch.
If the company is Without branches, the message will now be printed.
If the company type is With branches not requiring balancing or With branches requiring balancing and you select a branch in addition to the company, you will get the following text below the Momsregistreringsnummer (VAT-nummer):
"Rapporten avser endast vald företagsgren."
This is printed because the created report should contain all branches.
If the company type is With branches requiring balancing and File VAT by branch is set and you only select a company, you will get the following text below the Momsregistreringsnummer (VAT-nummer):
"Detta företag rapporterar moms per företagsgren."
This is printed because the report created should contain only one branch. |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Change |
All |
| Improvements in SIE file export |
Version 8.41 includes improvements in the SIE file export (GL40100S) process, which will result in better performance and reduce the chance of the export process to time out. |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Change |
All |
| Transactions missing in EC sales list when File VAT by branch was set on the company |
Earlier, there was an error in the EC sales list (AR40501S) and it showed nothing when the company had activated the File VAT by branch option. This has now been fixed and you can use the new EC sales list when the option File VAT by branch is activated in the company.
NOTE! This might be changed when File EC sales list by branch is implemented |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Bug |
All |
| Enable correction for previous months for EC sales list (NL) |
Option Enable correction for previous months has been set on all Dutch companies during upgrade to 8.41 on the Tax agency settings tab in the Suppliers (AP303000) window. So the new function for EC sales list reporting (AR40501S) separately with the previous periods is activated. |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Change |
All |
| Error in EC sales list in total sums |
If the report transactions had one or more transactions with customers marked as excluded from the EC sales list (AR40501S), the value from this was included in the total sums for the different report codes. This was recalculated when you saved the changes.
This has now been fixed so that when you select all on the Transactions tab, the excluded customers' transactions will not be included in the total sums. |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Bug |
All |
| Fix for number series used in customer ledger workbooks |
In version 8.34, an error was introduced which made it impossible to use the voucher number series created for workbooks (GL107500) in the Customer ledger workspace, which are using the sales invoice form when the default number series for this form
(ARINVOICE) had the Manual numbering option (CS201010) selected.
This error has now been fixed and the number series used in workbooks for sales invoice entries will no longer be affected by the setting in the default number series. |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Bug |
All |
| Wrong beginning balances on 'Transactions for account' report (GL633500) |
Earlier, including reclassified transactions in the
Transactions for account report (GL633500) returned wrong opening balances. This has now been fixed. |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Bug |
All |
| The Correction period column in EC sales list is now read only |
Earlier, in the EC sales list (AR40501S) window, on the Report tab, the Correction period column was editable. This has now been fixed and the column is read only. |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Bug |
All |
| Wrong character set used in SIE file export |
Earlier, the use of a wrong character set for the SIE file export (GL40100S) caused the appearance of Swedish special characters. This has now been fixed and the used character set is IBM Extended PC 8-bit ASCII (codepage 437) |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Bug |
All |
| New fields in Process bank transactions window in Select documents pop-up window |
There are following new columns in the popup window of the Process bank transactions (AR305000) window in Select documents:
- Customer order/supplier ref.
- External reference/buyer's order no.
- Customer name/supplier name |
Accounting |
Accounting |
8.41 |
2021-03-16 |
Change |
All |
| Create transfer receipts through POST Purchase receipt endpoint |
You are now able to create transfer receipts through POST Purchase receipt endpoint. |
API |
API |
8.41 |
2021-03-16 |
Change |
All |
| The GET warehouse endpoint returns warehouseID with trailing spaces |
Earlier, the GET warehouse endpoint returned warehouseID with trailing spaces.
This has now been fixed, and the warehouseID will not contain any trailing spaces any more in the response. |
API |
API |
8.41 |
2021-03-16 |
Bug |
All |
| The GET customer endpoint does not return all customers |
Earlier, in some cases, when using the GET method on the customer endpoint, not all customers were collected. There were some issues in how the data being retrieved.
This has now been fixed. |
API |
API |
8.41 |
2021-03-16 |
Bug |
All |
| Unhandled exception in the CustomerInvoice V2 endpoint |
Earlier, an unhandled exception was thrown by the CustomerInvoice V2 endpoint, when the fields "startDate" and "endDate" were included in the POST payload.
This has now been fixed. |
API |
API |
8.41 |
2021-03-16 |
Bug |
All |
| Reports from Send reports in US English instead of the user's language |
In the Send reports (SM205060) window, when sending reports, the reports were generated in the US EN language instead of the language of the user sending the report. This has now been fixed. |
General |
General |
8.41 |
2021-03-16 |
Bug |
All |
| Duplicate records when preparing stocktaking for stock items in multiple locations |
Earlier, if you had the "Advanced stocktaking" feature activated and had set a stocktaking cycle and a movement class on a stock item that was available in multiple locations, the item lines were duplicated for each location when preparing the stocktaking count.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.41 |
2021-03-16 |
Bug |
All |
| Incorrect calculation of the total amount when having negative discount applied on the invoice |
Earlier, the total amount was not calculated correctly when invoices contained a negative discount.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.41 |
2021-03-16 |
Bug |
All |
| Unit conversion error when trying to assemble a kit with packaging details |
Earlier, when you added packaging details (kg and liter) on a Kit with an expiration date set on the lot/serial class, an error occurred when trying to assemble the kit.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.41 |
2021-03-16 |
Bug |
All |
| Regretting changing the customer class on a customer results in changed settings |
Earlier, when changing the customer class on a customer and you answered "No" in the confirmation dialog box to regret the change, the change was done anyway.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.41 |
2021-03-16 |
Bug |
All |
| Field for shipping terms in two purchase order reports |
There is a new field for shipping terms in two of the purchase order reports:
- Purchase order (PO64101S)
- Purchase order, right address (PO64108S) |
Purchase To Pay |
Purchase To Pay |
8.41 |
2021-03-16 |
Change |
All |
| Default account set in document template not always used with zero VAT |
Earlier, when creating a document template (SM209020) with the default expense account and a VAT category with 0-% VAT, while using the template, the default account was automatically changed into the account filled in the Expense acc. non-taxable field on the supplier (AP3030PL) because the system believed that a change to a non-taxable expense account was needed.
This has now been fixed and the change will make sure that the account information is exactly the same as stored in the template/copy-paste context. |
Purchase To Pay |
Purchase To Pay |
8.41 |
2021-03-16 |
Bug |
All |
| Automatically create a retainage invoice when using Approval |
The functionality for automatic creation and release of retainage invoices was missing, if the G-account feature was ON while an approval workflow was setup for a particular company.
Now it is possible to have a retainage invoice automatically created and released in Visma.net ERP when the original invoice is released from Approval.
Note! In order for the functionality to work, the following settings are required in the Supplier ledger preferences (AP101000) window:
1. The setting "Release document from approval" - ON
2. The setting "Automatically create and release retainage invoices" – ON |
Purchase To Pay |
Purchase To Pay |
8.41 |
2021-03-16 |
Change |
All |
| Supplier price worksheet imports wrong source price from Excel |
The source price field in the Supplier price worksheets window (AP202010) was not correctly updated when loading records from an imported Excel file. The source price was retrieved from the item's last price or default price, which was totally wrong.
The issue has now been fixed and the source price is retrieving correct data, as per imported Excel sheet. |
Purchase To Pay |
Purchase To Pay |
8.41 |
2021-03-16 |
Bug |
All |
| Confirm the latest processed EC sales list (IA40501S) |
As an accountant or report responsible I want to get information if this process has been run previously for the company so that I can verify what transactions has been processed.
If the routine has been run before for the company, you will get a message in the window with information about the last processed period end date:
"Data has been run until: [date]
You can then select a later period and run the routine again. Then the transactions older or equal to the period will be marked as processed and the date will change. |
Accounting |
Accounting |
8.42 |
2021-03-22 |
Change |
All |
| Change in report codes in EC sales list generic inquiry |
In some cases an error occurred when you wanted to process previous reported EC sales list periods because the created Report cd was to long.
This has now been fixed and the Report cd is changed to fit the size of the column. The EC sales list window (AR4050PL) has been changed to handle the new code in addition to the old code.
A change in the List window for EC sales list (AR4050PL) has been done due to a change in the report code when verifying earlier closed reports.
The condition is changed from Does not contain ='MAPOLDTAXTRAN' to ='MAPOLD'
If you in the EC sales list report see codes having the code MAPOLD[number], the Generic inquiry has been changed by a user. The new version has not updated this, and therefore you have to change manually. |
Accounting |
Accounting |
8.42 |
2021-03-22 |
Bug |
All |
| New option File EC sales list by branch in Organisations window |
As an accountant or report responsible, I want to be able to report VAT on company level and EC sales different on branch level, or VAT on branch level and EC sales on Company level.
Linked to the new EC sales list, a new check box "File EC sales list by branch" has been added to the Organisation details tab/Organisations window (CS101500). This check box will be selected for all organisations with branches to work the same way as the old EC sales list (AR40500S). For organisations reporting on organisation level and not on branches level, you can now deselect the check box to report on organisation level again. |
Accounting |
Accounting |
8.42 |
2021-03-22 |
Change |
All |
| Remove hypens, spaces, and special characters from VAT numbers for EC sales list |
Now when a VAT registration number contains spaces or -/. these characters will be removed when it is sent to AutoReport.
DK 12 34 56 78 will be DK12345678 or 12345678
SE 12345-67890-12 will be SE123456789012 or 123456789012,
depending on the country it is meant for. |
Accounting |
Accounting |
8.42 |
2021-03-22 |
Change |
All |
| Error in workbooks when using unexpected setting in number series |
In earlier versions, when you tried to use a number series with 'New number symbol' (in Number series CS201010) set to something different than '' in workbooks for sales invoices, it was not possible to add new invoices. This has now been fixed. |
Accounting |
Accounting |
8.42 |
2021-03-22 |
Bug |
All |
| Enable Expense integration in Enable/disable functionalities window |
You can now enable the Visma.net Expense integration directly from the Enable/ disable functionalities (CS100000) window by selecting the Expense integration check box (available in countries where the Expense integration has been released) |
Accounting |
Accounting |
8.42 |
2021-03-22 |
Change |
All |
| Revised budgeted amount and quantity in Projects window after posting of actual transactions |
Earlier, there was an issue after releasing transactions with actual amounts and/or quantities. The Revised budgeted amount and quantity on the budget line in the Projects window (PM301000) were set to 0. This has now been fixed. |
Accounting |
Accounting |
8.42 |
2021-03-22 |
Bug |
All |
| Adding a new category not working in Edit menu |
In the Edit menu, in the Menu settings routine when creating a new category, you were not able to use the mouse to save the category. The dialogue was in the inactive state.
This has now been fixed. |
General |
General |
8.42 |
2021-03-22 |
Bug |
All |
| Issues in project synchronisation to Approval |
Earlier, in project synchronisation to MDM on a project with IDs defined by multiple project segments (in Segment keys CS202000), the message to MDM was not generated correctly.
Then it was impossible to build up correct approval rules based on the project in Approval.
This has now been fixed. |
General |
General |
8.42 |
2021-03-22 |
Bug |
All |
| Customer feedback on end user documentation |
It is now possible for a user to give feedback on our end user documentation.
By introducing the customer feedback feature in Help Centre, we’re hoping to get to know our users a little better and understand how they use our help. This is important for us in order to improve our documentation.
We will start with the top 20 most visited help articles.
This feature will be available in version 8.42. |
Order To Cash |
Order To Cash |
8.42 |
2021-03-22 |
Change |
All |
| Transactions from locations are not visible on the "Historical inventory valuation" report |
Earlier, the "Historical inventory valuation" report (IN61700S) did not show transactions from locations that had the check box "Cost separately" selected in the Warehouses (IN204000) window.
This has now been fixed, and the amounts are now included in the report. |
Order To Cash |
Order To Cash |
8.42 |
2021-03-22 |
Bug |
All |
| Incorrect date and period for retainage invoices created in Create purchase retainage window |
A retainage document is expected to have the same date and period as the original invoice, but earlier, when creating a retainage invoice using Create purchase retainage (AP510000) window, the date and period were picked as set in this window.
This has now been fixed and retainage documents created using the Create purchase retainage (AP510000) window will have the same date and period as the original invoice. |
Purchase To Pay |
Purchase To Pay |
8.42 |
2021-03-22 |
Bug |
All |
| New endpoints for Organisation (Companies) |
There are the following new endpoints for company:
- GET organization/{organizationNumber},
- GET organization
- PUT organization/banksettings
The API returns the same information as for branches. In addition, there are settings for getting branches and bank settings. |
API |
API |
8.43 |
2021-04-06 |
Change |
All |
| Payment settings added in the Branch API |
A PUT Branch/Banksettings has also been added where you can update Bank information.
The following columns on the tab Payment settings can be updated:
bankName
bankAddress1
bankAddress2
bankAddress3
bankCountry
iban
bban
bbaN2
bbaN3
bic
creditorId |
API |
API |
8.43 |
2021-04-06 |
Change |
All |
| Expose branch Payment settings tab in Branch endpoints |
The Branch APIs have been changed and the expandBanksettings parameter can be set to get Bank information from the branches.
The following columns on the tab Payment settings will be returned:
bankName
bankAddress1
bankAddress2
bankAddress3
bankCountry
iban
bban
bbaN2
bbaN3
bic
creditorId |
API |
API |
8.43 |
2021-04-06 |
Change |
All |
| Wrong status when updating the sales order where the customer has exceeded its credit limit |
Earlier, when a customer had exceeded its credit limit and when you updated a sales order using PUT /api/v1/salesorder/{salesorderNumber} from status "Hold", the status didn't change to "Credit hold". Instead it changed to "Open".
This has now been fixed so it works exactly as in the user interface. |
API |
API |
8.43 |
2021-04-06 |
Bug |
All |
| Wrong format of the VAT number for Finnish companies when sending e-invoices in Peppol format |
When sending e-invoices in Peppol format, there was an issue with wrong format of the VAT number for Finnish companies.
This has now been fixed, so that VAT numbers in domestic format are set in the international format, in order to fulfill the requirements of Peppol. |
Order To Cash |
Order To Cash |
8.43 |
2021-04-06 |
Bug |
All |
| Cannot create a shipment when items are not in stock |
Earlier, when you created a shipment from a sales order with items that were not in stock, and you had enabled the settings "Add zero lines for items which are not in stock" and "Create zero shipments" in the Sales order preferences (SO101000) window, the shipment could not be created. The system gave the error: "Shipment can not be shipped in full".
This has now been fixed, and the shipment can be created as intended. |
Order To Cash |
Order To Cash |
8.43 |
2021-04-06 |
Bug |
All |
| Correct fiscal entity on EC sales list when multi-branch is used (NL) |
For Dutch users, the new EC sales list did not get the correct VAT reg. no from company and branch when you wanted to report on branch level for Omzetsbelastungnumber and VATIdentificationNumberNLFiscalEntityDivisjon in the file sent to AutoReport.
This has now been fixed and the VAT reg. numbers are selected correctly as in the old EC sales list.
With the check boxes in the Organisations (CS101500) window selected:
File EC sales list by branch -> used VAT reg. no from company and branch
File EC sales list by branch + File tax by branch -> Only VAT reg. no from the branch is used |
Accounting |
Accounting |
8.43 |
2021-04-06 |
Bug |
All |
| Error in Autopay inbox when having a prefix |
Earlier, you sometimes got the error "Index and length must refer to a location within the string" in the Autopay inbox (CA50400S) window when you had a prefix.
This has now been fixed |
Accounting |
Accounting |
8.43 |
2021-04-06 |
Bug |
All |
| Easy import and linking of all expense types to non-stock items |
The import scenario "Import Expense types NO, FI, SE" has been updated with the ExternalID field so that you can import and link all expense types to non-stock items easier and efficiently. |
Accounting |
Accounting |
8.43 |
2021-04-06 |
Change |
All |
| Starting of a scheduled task disabled when its previous execution is not completed |
In the Automation schedules (SM205030) window, in some scenarios, it was possible to start a scheduled task even though its previous execution was not completed, resulting in wrong calculation of next run date/time.
Now you will get a warning if this scenario occurs (The schedule is already running). |
General |
General |
8.44 |
2021-04-13 |
Change |
All |
| Issues in project synchronisation to Approval |
Earlier, if your ProjectIDs where based on multiple ProjectUnitTypes and ProjectUnits,
when executing the Restore all operation from the MasterDataManagement Operations (SM20101S) window, the Project entities in MDM could be restored without the correct link between ProjectUnitTypes and ProjectUnits.
This has now been fixed. |
General |
General |
8.44 |
2021-04-13 |
Bug |
All |
| Missing subaccount description API post subaccount |
In earlier versions, when a default language was set on screen SM200550 (System locals) under 'Set op languages' there was an error under using the API endpoint post subaccounts. The subaccount description text was omitted and not visible in the description field on screen GL203000 (Subaccounts) In version 8.44 this has been fixed |
API |
API |
8.44 |
2021-04-13 |
Bug |
All |
| The 'JournalTransaction' endpoint is deprecated and will be removed on April 27th 2021.
A new endpoint was created to replace it. You find the documentation in Swagger under the 'JournalTransactionV2' endpoint. |
Will be removed apr 27, 2021 |
API |
API |
8.44 |
2021-04-13 |
Change |
All |
| Unable to delete a voided supplier payment in status Balanced/On hold |
After the implementation of locking payments, when there is an existing reference reference number in general ledger, the system did not allow to delete voided supplier payments in status Balanced/On hold.
This bug has now been fixed and you are able to delete voided supplier payments in status Balanced/On hold. |
Purchase To Pay |
Purchase To Pay |
8.44 |
2021-04-13 |
Bug |
All |
| Incorrect business date for write off documents |
When writing off a document, there was an issue because Visma.net ERP was incorrectly picking the write off date of the document.
This has now been fixed and when you create a write off document, Visma.net ERP automatically picks the business date as the default date of the document. |
Purchase To Pay |
Purchase To Pay |
8.44 |
2021-04-13 |
Bug |
All |
| PEPPOL used as default invoice type for Swedish customers |
From this version on, PEPPOL will be used as the default invoice type for all Swedish customers. This only applies to new companies. |
Order To Cash |
Order To Cash |
8.44 |
2021-04-13 |
Change |
All |
| PDF invoice contains data from another company |
Earlier, if you had multiple companies, there was an issue when you exported an invoice to PDF. The print preview was fine, but after exporting it to PDF, it contained data from another company.
This has now been fixed, so that the PDF invoices contain the correct data. |
Order To Cash |
Order To Cash |
8.44 |
2021-04-13 |
Bug |
All |
| Incorrect account is used when crediting from an RC order |
Earlier, there was an issue were the account in the credit note for the supplier, was taken from the accrual account of the purchase order.
This has now been fixed, so that the system takes the account from the sales account on the sales invoice when crediting from an RC order. |
Order To Cash |
Order To Cash |
8.44 |
2021-04-13 |
Bug |
All |
| See all unreleased documents that stop the close financial periods process |
If there was an open credit note you had matched against an invoice in the Supplier payments (AP302000) or Customer payments (AR302000) window, but not released the matching, you could not close the period.
The report Unreleased documents (GL65601S) did not show this open matching since the status of the credit note and invoice was Open and it was released.
This has now been fixed and you will see the matched credit notes that are not released in the Unreleased document report. |
Accounting |
Accounting |
8.44 |
2021-04-13 |
Bug |
All |
| Transfer adjustment period 13 in consolidation |
As an accountant I want to get all periods consolidated also the adjustment period.
Earlier, the adjustment period 13 was not imported to the consolidation company. This has now been fixed and the period is now included.
If To period is not set, only the current period is included and periods in the future are not included. Then you have to set the To period to a wanted period in the future. |
Accounting |
Accounting |
8.44 |
2021-04-13 |
Bug |
All |
| SIE export file balancing all #VER if Split voucher on different date is in use |
Earlier, it was possible to create a journal transaction with different reference numbers on different lines. So they were not balancing and this caused an error in the SIE file (GL40100S) when you used the Split voucher on different dates function.
This function splits on reference number and date, and if a reference number does not balance, the next #TRAN will be included in the #VER until it balances. So it is not possible to create a #VER that is not balancing. |
Accounting |
Accounting |
8.44 |
2021-04-13 |
Bug |
All |
| Period format in SAF-T changed from Year-Period to Period |
The format of the period tag in the SAF-T file is changed from year-period (6 digits) to period (1-2 digits)
If adjustment period is in use, this period will be reported as period 13. Long accounting year will also use the actual period so that the report can contain more than 12 periods. |
Accounting |
Accounting |
8.44 |
2021-04-13 |
Change |
All |
| Select language for processing of scheduled tasks |
In the Automation schedules (SM205020) window, there is a new field on the Details tab, where you can select the language to be used in the processing of the scheduled task.
This is useful for the reports generated and sent by a schedule, so you can determine which language the attached report will use.
The default value is "blank", which means that the default language (English) will be used. |
General |
General |
8.45 |
2021-04-20 |
Change |
All |
| Sending reports based on Analytical Report Manager by email |
On reports based on Analytical Report Manager, when you clicked the Send button after running the report, nothing happened in the UI.
Now clicking Send opens the Email activity (CR306015) window and you can send the report by email. |
General |
General |
8.45 |
2021-04-20 |
Bug |
All |
| JournalTransaction endpoint deprecated and replaced with new one |
The JournalTransaction endpoint is deprecated and will be removed on April 27th 2021.
A new endpoint was created to replace it. See the Swagger documentation for more information under the 'JournalTransactionV2' endpoint. |
General |
General |
8.45 |
2021-04-20 |
Change |
All |
| Error when printing a report twice after using the back button in the browser |
Earlier, when you printed documents using the print function under the Reports menu from any window in the system, you could get an error-message if you clicked the back button in your browser and tried to re-print the same document.
This has now been fixed. |
Purchase To Pay |
Purchase To Pay |
8.45 |
2021-04-20 |
Bug |
All |
| Several errors in Approval Document Editor when splitting lines |
On one hand, Approval Document Editor, when the code calculates the hierarchy of splitting (after the line is split too many times or more than 24 times), the server responded with 500 internal server error and you were not able to access the documents anymore.
On the other hand, the system gave the error "You cannot split a line with a restricted subaccount" when trying to split an invoice line after the session is expired instead of informing you about the right error message, not just a generic error.
Both issues have been now fixed :
⦁ You can split an invoice as many times they need without having the document blocked.
⦁ The correct error message is displayed when you try to split an invoice line after the session is expired. |
Purchase To Pay |
Purchase To Pay |
8.45 |
2021-04-20 |
Bug |
All |
| Active option to change VAT amount on prebooked invoices |
Previously, you were able to change the VAT amount on prebooked invoices, which lead to discrepancies between the amount posted to General ledger and the amount reflected in the VAT report details (TX502010) window.
This bug has now been fixed and you are no longer allowed to change the VAT amount on prebooked invoices. |
Purchase To Pay |
Purchase To Pay |
8.45 |
2021-04-20 |
Bug |
All |
| New work types and a new standard allowance for RUT deduction |
There are new work types added for RUT deduction:
- Furniture
- Supervision of housing
- Transport to sales
- Laundry
Also, the standard allowance for RUT has been changed to 75 000 SEK.
In order to use the new value, go to the Organisations (CS101500) window and disable/enable the "Uses ROT & RUT deduction" check box on the Domestic services settings (Sweden) tab. |
Order To Cash |
Order To Cash |
8.45 |
2021-04-20 |
Change |
All |
| Error when printing a report twice after using the back button in the browser |
Earlier, when you printed documents using the print function under the Reports menu from any window in the system, you could get an error-message if you clicked the back button in your browser and tried to re-print the same document.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.45 |
2021-04-20 |
Bug |
All |
| Error when trying to send a Peppol invoice with empty fields for corporate ID and VAT registration ID |
Earlier, when the corporate ID and the VAT registration ID were missing in a Finnish company, you got an error message when trying to send the invoice to AutoInvoice in Peppol format.
This has now been fixed. |
Order To Cash |
Order To Cash |
8.45 |
2021-04-20 |
Bug |
All |
| After EC sales report is sent, a follow-up Customer Effort Score (CES) question may trigger |
After having sent an EC sales report, you may now get a Customer Effort Score (CES) pop-up at the bottom of the screen asking you how easy you think it was to accomplish this task and if you possibly would like to provide some more feedback.
This optional feedback mechanism is similar to the familiar Net Promoter Score (NPS), but provides us more detailed info about what you think of this particular support for a given task, so we can find out what works for you. After having answered once or declined to answer you will not be asked again for a period of time. We intend to use more of these type of questions later by including them for some other tasks. |
Accounting |
Accounting |
8.45 |
2021-04-20 |
Change |
All |
| Manually handle EC sales list report without sending it to AutoReport |
To be able create a new EC sale list without sending it, there is now new status "Closed" and button "Close period" for that. This will change the process and you have to close the report before you can send it to AutoReport.
If you close a report without transactions you will get a dialog with a message:
There are no transactions with these selection criteria. You can close the period but only reports with transactions can be sent to Autoreport.
Answer OK the report will be closed answer Cancel you will get back to the report and can make changes in selections.
The Send button will not be active if the closed report does not contain transactions because it's required that a report contain at least one transation. |
Accounting |
Accounting |
8.45 |
2021-04-20 |
Change |
All |
| Improved performance in Account details window |
In this version, the performance in the Account details (GL404000) window has been improved. The queries are now running much faster.
In the window, you find a new check box, "Manually started search". We strongly recommend that you select this check box when there is a lot of data that you want to view. You select the filter criteria as usual and then click the "Search" button to see your results.
If you do not select the "Manually started search" check box, the inquiry works as before and with improved performance. The search results are shown directly in the window when you have selected your search criteria. This means that a new search starts every time you change a search filter, and it takes more time for the system to show the search results.
When working with branches, the system did in some cases not show the correct beginning and ending balance in this window. This has now been fixed. |
Accounting |
Accounting |
8.45 |
2021-04-20 |
Change |
All |
| Improved navigation between transactions in Process incoming payments window |
Navigation between transactions in the Process incoming payments (AR305000) window has been improved. |
Accounting |
Accounting |
8.45 |
2021-04-20 |
Change |
All |
| Calculation of revised budgeted amount in Validate project balance window for recalculation of change orders |
Earlier, if a budget line in the Project ((PM301000)) window on the Revenue budget or Cost budget tab had the budgeted quantity 0, the revised budgeted amount was wrongly recalculated by adding the change order's amount multiple times every time when using the Validate project balance (PM504000) window for recalculating of change orders.
This has now been fixed. |
Accounting |
Accounting |
8.45 |
2021-04-20 |
Bug |
All |
| Run allocation process stopped for projects with reversal transactions |
The Run allocation process was stopped for projects with reversal transactions when using the Validate project balance window.
This has now been fixed. |
Accounting |
Accounting |
8.45 |
2021-04-20 |
Bug |
All |
| Correct sign for values in General ledger transactions with VAT |
In some combinations, there were errors in the sign of some of the VAT columns and that made it difficult to reconcile the general ledger transactions against the VAT report (TX502000).
Errors that have been corrected:
1. Batch number when an invoice and a credit note had the same reference number.
2. VAT report period when an invoice and a credit note had the same reference number and was closed in different report periods.
3. The sign on the reversed tax for a credit note in Taxable amount and VAT amount.
4. The sign on Total taxable amount, Total VAT amount and Original VAT amount are now positive for purchase invoice and sales credit note and negative for purchase credit note and sales invoice.
5. Correct sign on expense amount for credit note and negative lines. |
Accounting |
Accounting |
8.46 |
2021-04-27 |
Bug |
All |
| Incorrect status for a reversed fixed asset after setting it On hold |
Earlier, when you changed the status on a fixed asset Reversed, then set it on hold and then removed the Hold check box, the fixed asset was set to Active. This has now been fixed and the status is set to Reversed. |
Accounting |
Accounting |
8.46 |
2021-04-27 |
Bug |
All |
| Printed Dutch VAT report showing correct status for sent/not sent in multi-branch companies |
If a Dutch VAT report had not been sent to AutoReport before you printed it, you got the message "Rapport is niet verzonden".
For a multi-branch company this message was sometimes shown both when the report had been sent and not.
This has now been corrected and for multi-branch companies, the system will check the following before the "Rapport is niet verzonden" message is shown:
- For a company without branches, it will not matter if you enter only company or branch in the report.
- For a company with branches without File tax by branch, it will test if the company is sent.
- For a company with branches with File tax by branch, it will test if the company and branch are sent. |
Accounting |
Accounting |
8.46 |
2021-04-27 |
Bug |
All |
| Large account statement not downloaded to Autopay Inbox |
Earlier, there was a problem handling large account statements in Autopay Inbox that caused timeout issues. This has now been fixed. |
Accounting |
Accounting |
8.46 |
2021-04-27 |
Bug |
All |
| API POST calls returned incorrect location for credit note, credit adjustment or prepayment |
When sending POST > credit note, credit adjustment, or prepayment via API, the system returned an incorrect location after booking the invoice in the ERP.
For example:
Instead of returning: controller/api/v1/supplierInvoice/Prepayment/{ref. number}
the System returned: controller/api/v1/supplierInvoice/{ref. number}
By not adding the document type in the URL, you would not have been able to find your document just created, because your location would have returned a "404 not found" error.
This issue has now been fixed and the system returns the correct location. |
API |
Purchase To Pay |
8.46 |
2021-04-27 |
Bug |
All |
| No update in APTran and TaxTran after changing the SupplierID in Purchase invoices window |
Previously, after changing the supplier ID on an invoice with the Balanced status, from supplier A to supplier B (same VAT zone), saving and releasing, the supplier ID was not updated in the TaxTran and APTran tables causing issues in reporting VAT.
The issue has now been fixed and the supplier ID is correctly updated and reflected in all VnE windows. |
Purchase To Pay |
Purchase To Pay |
8.46 |
2021-04-27 |
Bug |
All |
| JournalTransaction endpoint deprecated and replaced with new one |
The JournalTransaction endpoint is deprecated and it has now been removed.
A new endpoint was created to replace it. See the Swagger documentation for more information under the 'JournalTransactionV2' endpoint. |
API |
Accounting |
8.46 |
2021-04-27 |
Bug |
All |
| Two users not able to process the same invoice at the same time in Invoice Inbox |
If two users to process an invoice at the same time, the system will give an error in one of the Invoice Inbox (AP50604S) windows saying that another user is processing the document and will stop process. |
Purchase To Pay |
Purchase To Pay |
8.46 |
2021-04-27 |
Bug |
All |
| New RUT types for Sweden only applicable from 15. April 2021 |
Previously, the new tax relief service work types (RUT) for Furniture, Supervision Of Housing, Transport To Sales, and Laundry could only be applied on sales documents with a date of 15. April 2021 or later. This has now been adjusted so that new RUT types are applicable from 1. January 2021. |
Order To Cash |
Order To Cash |
8.46 |
2021-04-27 |
Bug |
All |
| Encoding UTF-8 in the heading of SAF-T file |
Earlier, encoding was missing in the header of the SAF-T file. It has now been fixed so that it contains encoding ="UTF-8". |
Accounting |
Accounting |
8.46 |
2021-04-27 |
Bug |
All |
| Drilldown to the Account details (GL404000) window from reports no longer working |
In this version we have fixed the problems with the drill-down to the Accounts Details (GL404000) window that were not working from the ARM reports and Trial Balance (Detailed och Summary).
We have also made some visual improvements in Accounts Details (GL404000) window, and aligned the "Manually started search" checkbox to the second column. |
Accounting |
Accounting |
8.46 |
2021-04-27 |
Bug |
All |
| Wrong result when exporting Balance with external codes (GL63201S) to Excel |
When exporting the report Balance with external codes (GL63201S) to Excel, the report needed extensive formatting in Excel so that it could be used for analysis. This has now been corrected by letting the report come through the export without merging or hiding any columns.
To achieve this, you must change a property in the Report designer and indicating column sequence before exporting to Excel.
In GL63201S, click Edit report.
On the right side of the Report designer window, you have Properties. If you can’t see the Properties area, activate the report by clicking just outside the different fields of the report.
In the Layout section of Properties, set Excel mode to Manual. This is a new setting and was previously not available.
This setting makes it possible for you to split the columns instead of merging and hiding them.
When this is done, you need to ensure that columns are separated by giving each a sequence number.
First of all you need to change the selection of properties from the whole report to each field. Do that by clicking on the field you want to set as column number 1.
In the Layout section, ensure the part about Excel is expanded. When that is done, you will see the Column field. This field indicates the column number.
Enter 1 for the first column you want on the report.
Click the next field in the report you want to include in the Excel and enter 2.
Continue like this until you have the sequence and the number of columns you want in your report.
Preview your work to ensure the desired result. |
General |
Report Designer |
8.47 |
2021-05-04 |
Bug |
All |
| New column Alternate description in Purchase orders window |
A new column named Alternate description has been added to the Purchase orders (PO301000) window. This will be updated from the stock item's details, from the Cross-reference tab (IN202500) when using a supplier part number and adding an alternate ID and description. The Alternate ID was available from before. |
Purchase To Pay |
Purchase Order |
8.47 |
2021-05-04 |
Change |
All |
| Lines are missing after export to Excel |
Earlier, when you exported to Excel from an invoice layout, there were lines missing in the output.
This has now been fixed. |
Order To Cash |
Customer Ledger |
8.47 |
2021-05-04 |
Bug |
All |
| Changes in the User list report (SM65050S) window |
In the User list report (SM65050S) window, the columns Type, The account is activated, and Locked account have been removed. There are also some minor changes in the layout |
General |
Setup of new companies |
8.47 |
2021-05-04 |
Bug |
All |
| Incorrect Intrastat details if an order is shipped/invoiced twice |
In Intrastat, a kit article showed a wrong net value when it was shipped in two different shipments. This has now been fixed. |
Purchase To Pay |
Intrastat |
8.47 |
2021-05-04 |
Bug |
All |
| Report EC sales list for more than one tax agency |
The new EC sales list did not support more than one tax agency as the old EC sales list did.
This has now been fixed and you can report to more than one tax agency for a company.
You have to run a tax report or save the tax period for the company and tax agency before you can use it in the new EC sales list. |
Accounting |
Reporting to Government |
8.47 |
2021-05-04 |
Bug |
All |
| Improved transaction safety for inventory transactions |
Improved the transaction safety for inventory receipt, issue, adjustment and transfer. This will remove the possibility for partial commitment of data in the system, which leads to better data integrity. |
Order To Cash |
Inventory |
8.47 |
2021-05-04 |
Bug |
All |
| Search in the description column of external code 1 and 2 in Chart of accounts |
As a user I want to be able to write a part of the code or description in the column and it will be used when searching for matching values:
This has now been implemented in the columns External code 1 and 2 in the Chart of accounts, and both the code and description are a part of the search when you start writing a text. |
Accounting |
Reporting to Government |
8.47 |
2021-05-04 |
Change |
All |
| Re-download missing invoice attachments in Invoice Inbox |
If attachments are missing when an invoice sent from AutoInvoice, you can re-download the attachments in Invoice Inbox (AP50604S). In the Status field, choose Attachment errors and then click Process. The attachements will be sent to Invoice Inbox. |
Purchase To Pay |
AutoInvoice Receiving |
8.47 |
2021-05-04 |
Change |
All |
| Match an incoming payment with an invoice not having the same amount but the same KID/invoice |
Earlier, if you had an incoming payment with a different amount than the invoice, it was not matched automatically. Now the system matches the payment with the invoice even if the amount is not the same. |
Accounting |
Payment |
8.47 |
2021-05-04 |
Bug |
All |
| Correct status for a fully depreciated fixed asset |
Earlier, a fixed asset got the status Active when it was entered as fully depreciated. This has now been fixed and the status is set to Fully depreciated. |
Accounting |
Fixed Assets |
8.47 |
2021-05-04 |
Bug |
All |
| Change EC sales list report type without changing VAT period statuses |
When you changed the EC sales list report type in the VAT periods window (TX207000), an error changed the status on closed and prepared VAT periods, which resulted in errors when you prepared and closed VAT reports.
This has now been fixed, and changing the EC sales list report type does not change the VAT periods. |
Accounting |
Reporting to Government |
8.47 |
2021-05-04 |
Bug |
All |
| Wrong balance in the inquiry Account details when using Show summary and navigation to previous and next record |
The beginning and ending balance in the header of the Account details (GL404000) inquiry was wrong for negative amounts when using the Show summary option. The same balances were wrong when using the navigation to view the previous or the next record.
This has now been fixed. |
Accounting |
Registration |
8.47 |
2021-05-04 |
Bug |
All |
| Split location with PUT purchase receipt endpoint |
Earlier, it was not possible to split location when you run the PUT purchase receipt endpoint. This has now been fixed. |
API |
Purchase Order |
8.48 |
2021-05-11 |
Bug |
All |
| Incorrect rounding for VAT taxable amount |
Earlier, in specific scenarios where you had invoices with discount, the rounding for the VAT taxable amount was incorrect. This could be seen when you summed up the invoice amounts, which also resulted in a validation error when sending the invoice as an e-invoice in the Peppol format.
This has now been fixed, so that we now calculate the total amount after the discount, for rows with more decimal precision. This means that the VAT taxable will get the correct rounding and decimal amount. |
Order To Cash |
AutoInvoice Send |
8.48 |
2021-05-11 |
Bug |
All |
| The POST SalesOrder endpoint returns an error when 'Free item' is selected on the order line |
Earlier, when using the POST SalesOrder endpoint, it returned this error message when you had the check box 'Free item' selected on the order line: "An item with the same key has already been added".
This has now been fixed. |
API |
Sales Order |
8.48 |
2021-05-11 |
Bug |
All |
| Dutch VAT report (TX62105S) showed incorrect figures after resend and when supplementary reports were sent |
Earlier, when the VAT report was for any reason resent or when a supplementary report was sent, the VAT report, Dutch (TX62105S) doubled up the amounts for each sending. The VAT amounts in the system and in the file were correct but not in this printed report.
This has now been fixed. |
Accounting |
Reporting to Government |
8.49 |
2021-05-18 |
Bug |
All |
| New POST operations on Expense Claim endpoint: put On hold, Submit, Send to approval |
There is a new improvement on the Expense Claim endpoint. Third party integrators are now able to submit, send to approval and put On hold expense claim using the following new POST operations on the Expense Claim endpoint:
- POST /api/v1/expenseClaim/{expenseClaim}/action/hold;
- POST /api/v1/expenseClaim/{expenseClaim}/action/submit;
- POST /api/v1/expenseClaim/{expenseClaim}/action/approval |
API |
Time & Expense |
8.49 |
2021-05-18 |
Change |
All |
| Peppol BIS 3.0: New additional scheme IDs for Finnish organisation number and VAT number. |
There are new additional scheme IDs supporting the newest version of Peppol BIS 3.0, which also align with the code list EN 16931.
Earlier, only scheme ID 0037 was available for Finnish identifications, but 0037 is only used for Finnish e-invoice address and not for organisation number and VAT number. With the new scheme IDs you are now able to set the correct identification for Finnish organisation number and VAT number.
The new scheme IDs are:
0212 - Finnish Organisation Identifier
0213 - Finnish Organisation Value Add Tax Identifier |
Order To Cash |
AutoInvoice Send |
8.49 |
2021-05-18 |
Change |
All |
| Wrong mapping of standard account ID on transactions in SAF-T file |
Earlier, mapping of the standard account ID in the SAF-T file was also applied to the transactions and on the transactions, the original accounts are the accounts that should be used. The public code 1 from the chart of accounts shall only appear in the GeneralLedgerAccounts/Account StandardAccountID.
This error has now been fixed and the transactions are using the original Account ID. |
Accounting |
Reporting to Government |
8.49 |
2021-05-18 |
Bug |
All |
| Wrong behaviour in Account details when changing column setup and using notes and attachments |
Earlier, in the Account details inquiry (GL404000), the lines disappeared when changes were done in the column configuration.
When clicking on a note, the yellow icon got white and the note disappeared. When clicking on an attachment at line level, they all showed the same link.
These issues have now been fixed. |
Accounting |
Registration |
8.49 |
2021-05-18 |
Bug |
All |
| Warning about missing account/subaccount on purchase order receipt |
If purchase accrual subaccount is missing on a purchase order receipt (PO302000), you will now get an error messages saying that you need to fill it in. |
Purchase To Pay |
Purchase Order |
8.50 |
2021-05-25 |
Change |
All |
| Improved performance in multiple areas inside the O2C domain |
There are generic performance improvements in the data access layer, which will affect all functionality (applies to API, screens, generic inquiries, and reports) in the following areas inside the O2C domain:
Discounts, Payment methods, Customer prices, Attributes, Customer, Customer classes, Customer invoice, Sales invoice, Incoming payments, Freight handling, and sending of electronic invoices (Visma XML and Peppol BIS 3.0).
The effect of this will vary based on document size or the entity you are working on, and the number of documents and entities existing in your company. It applies to retrieving, creating, and updating data, and affects logical scans and scan counts in the SQL server in a very good way. Some of these changes will also have a positive effect on areas outside the O2C domain, that are referring to these documents or entities. |
Order To Cash |
Sales Order |
8.50 |
2021-05-25 |
Change |
All |
| Peppol BIS 3.0: The value for scheme ID 0190 is taken from the wrong field |
Earlier, when using scheme ID 0190 (Dutch OIN number), the value was taken from the Corporate ID field, which was wrong.
This has now been fixed, so when you send an e-invoice (AR301000) in Peppol BIS 3.0 format using scheme ID 0190, the value is taken from the GLN field, and the invoice will now contain correct information. |
Order To Cash |
AutoInvoice Send |
8.50 |
2021-05-25 |
Bug |
All |
| Peppol BIS 3.0: Validation error when unit code is missing on the invoice line |
Earlier, when item ID was missing on the invoice line (AR301000) and a unit of measure was added, you got a validation error when sending e-invoices in Peppol BIS 3.0 format.
This has now been fixed, so that the unit code for the line is set according to the unit of measure, and you will not get the validation error anymore. |
Order To Cash |
AutoInvoice Send |
8.50 |
2021-05-25 |
Bug |
All |
| Issue in improved transaction safety handling for inventory transfers when transferring items from one location to another using serial number tracking |
In version 8.47, there was a new bug that affected improvement of transaction handling for release of inventory transactions (IN304000). This improvement was therefore deactivated on all production companies. This was applicable when transferring items from one location to another using serial number tracking. When the inventory transfer was released, the quantities were removed from the source location but were not added to the target location.
This has now been resolved and the improved transaction handling will be reactivated, ensuring that committing partial updates of data will not happen. |
Order To Cash |
Inventory |
8.50 |
2021-05-25 |
Bug |
All |
| New field in Purchase invoice window to show the VAT description |
In the Purchase invoice (AP301000) window, the description of the VAT code was missing. For that, there is now a new field on the VAT details tab to also show the VAT description. |
Purchase To Pay |
Supplier Ledger |
8.51 |
2021-06-01 |
Change |
All |
| Only cross-references with barcode type in StandardItemIdentification field on Peppol BIS 3.0 invoices. |
Earlier, when sending an invoice in the Peppol BIS 3.0 format, the field StandardItemIdentification in the invoice line was set incorrectly. All cross-reference types were included in the field, not only barcode.
This has now been fixed so that only cross-references with the type barcode are added to the StandardItemIdentification field.
Priority for selecting a barcode is the following:
1. The system checks if there is a barcode with a specified unit of measure and if it is the same as the unit of measure on the invoice line
2. The system checks if there is a barcode without a specified unit of measure
3. If several barcodes are found, the system picks the first one |
Order To Cash |
AutoInvoice Send |
8.51 |
2021-06-01 |
Bug |
All |
| New field “Tax total” now available in the response message for ExpenseReceipt endpoint |
A new field “Tax total” is now available in the response message for the ExpenseReceipt endpoint for the GET operations. |
API |
Project |
8.51 |
2021-06-01 |
Change |
All |
| Purchase invoices without VAT now visible on Supplier invoice tab in Project window |
Earlier, purchase invoices without VAT were missing from the Supplier invoice tab in the Project window (PM301000). This has now been fixed. |
Accounting |
Project |
8.51 |
2021-06-01 |
Bug |
All |
| Improved performance in the Balance sheet specification/Open entries report (GL63309S) |
In this version, performance improvements were implemented for the Balance sheet specification - open entries (GL63309S) report, which should prevent timeouts when processing the report. |
Accounting |
GL Reconciliation |
8.51 |
2021-06-01 |
Change |
All |
| Deferral codes and schedules generates the transaction to the first open period if the period backwards in time is closed |
When using deferral codes (DR202000) with the start offset backwards in time and when the financial period backwards in time was closed during the run recognition (DR501000), the system used the transaction/recognition date for the document created in the deferral schedule (DR201500).
Example: An invoice was created in February with start offset -1 (January). When running the recognition in March, the financial period for January was closed. The system created the transaction in March.
This has now been fixed so that the system generates the transaction in the first possible open period, February in this example. |
Accounting |
Registration |
8.51 |
2021-06-01 |
Bug |
All |
| Wrong invoice/credit note is sent to AutoInvoice |
Earlier, in some circumstances, a wrong invoice/credit note was sent to AutoInvoice. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.51 |
2021-06-01 |
Bug |
All |
| Customer number on expense and income accounts for customer write-off transactions in SAF-T file |
If you had Customer write-off transactions, the SAF-T file contained the customer number on the expense/income account in addition to the customer ledger account. This created an error between the customer balance and transactions. This has now been fixed and only the supplier ledger account contains the customer number. |
Accounting |
Reporting to Government |
8.51 |
2021-06-01 |
Bug |
All |
| No access to File maintenance for Sales User, Sales Administrator, Purchase User, Purchase Administrator, Warehouse User, or Warehouse Administrator |
Earlier, you were not able to delete or maintain any attachments in the File maintenance (SM202510) window if you only had the Sales User, Sales Administrator, Purchase User, Warehouse User, or Warehouse Administrator roles. This has now been fixed. |
Order To Cash |
Sales Order |
8.51 |
2021-06-01 |
Bug |
All |
| Error in sending invoices marked for sending to AutoInvoice in Print invoice window |
Earlier, when more than one invoice was marked for sending to AutoInvoice in the Print invoice window (AR508000), you got an error message and no invoices were sent to AutoInvoice. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.51 |
2021-06-01 |
Bug |
All |
| Calculate depreciation limit for buildings (fixed assets) by taxed value |
In the Netherlands, the depreciation of buildings is limited by a percentage of the fiscal value (NL: WOZ-waarde). The building may not be depreciated (fiscal) more than 50% of the "WOZ-waarde" when the building is used by the company and 100% of the "WOZ-waarde" when the building is rent out.
The "WOZ-waarde" is set yearly. When it changes, the depreciation has to be adapted. You are now able to connect this property tax group to fixed assets in Visma.net Financials. There is also a new inquiry that gives the accountant the needed amount and calculation for the fixed asset that are connected to the property tax group. |
Accounting |
Fixed Assets |
8.52 |
2021-06-08 |
Change |
All |
| "Reverse and Apply to Memo" action on CustomerInvoice endpoint to trigger creation and automatic application of a credit note |
There is a new action "Reverse and Apply to Memo" in the CustomerInvoice endpoint, which triggers creation and automatic application of a credit note to a sales invoice. This is the same functionality as in the user interface. |
API |
Customer Ledger |
8.52 |
2021-06-08 |
Change |
All |
| RC type orders in Prepare Intrastat window |
The RC type orders are now working correctly again and the returned stock items and they appear in the Prepare Intrastat (TX50800S) window as well. |
Purchase To Pay |
Intrastat |
8.52 |
2021-06-08 |
Bug |
All |
| Release invoice endpoint not working properly |
When using the "controller/api/v1/supplierInvoice/[invoicerefnbr]/action/release" API call, the system allowed you to release the same invoice several times creating multiple general ledger batches for the same document.
Now the issue has been fixed and the release invoice action will be locked during the process and you will no longer be allowed to trigger the same action from different windows or tools multiple times. |
API |
Supplier Ledger |
8.52 |
2021-06-08 |
Bug |
All |
| Improved transaction handling for sales and customer invoice |
Improved the transaction handling for release of customer and sales invoices. This will remove the possibility for partial commitment of data in the system, which leads to better data integrity. |
Order To Cash |
Customer Ledger |
8.52 |
2021-06-08 |
Bug |
All |
| Generate VAT debit adjustment not working properly |
Earlier, the Generate VAT debit adjustment (AP504500) functionality was no longer working for releasing of VAT debit adjustments for documents booked on suppliers that had an account included in a group set up in the Expense account fields in the Suppliers window (AP303000). This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.52 |
2021-06-08 |
Bug |
All |
| Description of VAT code visible on invoice lines |
You can now see the description of the VAT code in the Sales invoices (AR301000) and Customer invoice (SO303000) windows, on the VAT details tab so that it's easier to understand which VAT code is selected on the invoice lines. |
Order To Cash |
Customer Ledger |
8.53 |
2021-06-15 |
Change |
All |
| Wrong dunning letter fee for Norway in template |
Earlier, the maximum dunning letter fee set as default in the Customer ledger preferences (AR101000) was too high. It has now been corrected to meet the rates set by the government. |
Order To Cash |
Customer Ledger |
8.53 |
2021-06-15 |
Bug |
All |
| Reclassify transactions for currency gain and loss accounts |
When having a currency loss or gain, it was not possible to do a reclassification for this account in the Reclassify transactions (GL506000) window. This has now been fixed.
There are two new columns in the window to show the debit and credit amounts in both the base and the document currency. Note that it's not possible to use the split line functionality in this special situation. |
Accounting |
Registration |
8.54 |
2021-06-22 |
Bug |
All |
| Balance by GL account not showing pre-booked invoices |
Earlier, the report Balance by GL account (AP63200S) was no longer displaying invoices in the Pre-booked status or open documents, but initially pre-booked.
The bug has been fixed and the report will also show pre-booked or open invoices that have been previously pre-booked. |
Purchase To Pay |
Supplier Ledger |
8.54 |
2021-06-22 |
Bug |
All |
| Improved performance for Auditfile export (GL40200S) |
The performance of the Audit file export (GL40200S) has now been improved. |
Accounting |
Registration |
8.54 |
2021-06-22 |
Change |
All |
| FIK payments for invoices with credit notes applied (DK) |
For the credit notes with payment method 6, payment reference will not be mandatory.
When sending invoice with credit applied in AutoPay, there needs to be only the payment reference from the invoice. |
Purchase To Pay |
Outgoing Payment |
8.54 |
2021-06-22 |
Bug |
All |
| Only first kit component printed on picking list for non-stock kit and kit component with two stock items |
Earlier, in case of a non-stock kit and kit component with two stock items, only the first kit component was printed on the picking list (SO644000). This has now been fixed. |
Order To Cash |
Sales Order |
8.54 |
2021-06-22 |
Bug |
All |
| Write-off functionality not working |
Earlier, the write-off functionality (AP301000) was no longer working if the business date was not manually chosen by users before using it.
The issue has now been solved and the write-off functionality is working as expected. |
Purchase To Pay |
Supplier Ledger |
8.54 |
2021-06-22 |
Bug |
All |
| SupplierInvoice endpoint returns 204 on failed update |
There is a new improvement on the PUT SupplierInvoice endpoint. Earlier, when using this endpoint to update the invoice account, the system returned response "204 - NO Content", no error message, and failed update for users with restricted access to that particular account.
This has now been fixed, but to be backward compatible and not break the existing integrations, the correct error message is displayed by the system if third party integrators will use the flag called ValidateLineDetails.
The following remarks have been added to swagger for the new property:
ValidateLineDetails: "It is recommended that the clients/integrators gradually adapt this setting. They should have a feature toggle of some sort on their side to enable/disable this. Once the functionality is matured, it can be set to default without any further worries" |
API |
Supplier Ledger |
8.54 |
2021-06-22 |
Bug |
All |
| New accounts added in chart of accounts for new VAT handling in the Norwegian template |
The following accounts have been added in the Norwegian template that will be used for VAT handling for import VAT.
2705 Utgående merverdiavgift innførsel av varer, høy sats
2706 Utgående merverdiavgift innførsel av varer, middels sats
2707 Utgående merverdiavgift innførsel av varer, lav sats
NOTE! These accounts will not be added in existing companies. |
Accounting |
Reporting to Government |
8.54 |
2021-06-22 |
Change |
All |
| Splitting/Undo splitting invoice lines changes amounts on invoice |
There was an issue when performing the split line / undo split operation several times on a purchase invoice (AP301000). Sometimes it caused the invoice to go out of balance.
The issue has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.54 |
2021-06-22 |
Bug |
All |
| Splitting of landed costs |
Earlier, there was an issue with splitting of landed costs on landed cost invoices (AP301000). It has now been fixed. |
Purchase To Pay |
Purchase Order |
8.54 |
2021-06-22 |
Bug |
All |
| Finnish rowset TASESP used in ARM reports updated |
The Finnish rowset TASESP used in some of the balance reports is now updated. Account group 2617 has been added and the accounts 1860-1890 are now grouped into an own summary group in the report. |
Accounting |
Registration |
8.55 |
2021-06-29 |
Change |
All |
| Extended filtering in the Trial balance summary (GL63200S) report |
You can now select a from period and to period for the Trial balance summary (GL63200S) report.
The purpose is to first choose one financial year to receive the correct ending balance for income and expense accounts. Then you can select a from period and to period for the report. |
Accounting |
Registration |
8.55 |
2021-06-29 |
Change |
All |
| Button "Extract invoice numbers" added to Process bank transactions window for extracting invoice numbers from bank files (NL) |
A new button "Extract invoice numbers" is added to the Process bank transactions (CA306000) window for Dutch companies, which gives you the possibility to extract invoice numbers from bank files. This is needed when you enter invoices after the bank import or change the prefix settings. After the extract invoice
number you are able to automatch. Remember to unmatch before running the automatch again. |
Accounting |
Cash Management |
8.55 |
2021-06-29 |
Change |
All |
| Wrong taxable amount on orders with order type Credit not when using amount based discounts |
Earlier, there were wrong taxable amounts on orders with the order type Credit note when using a discount based on amount. This has now been fixed. |
Order To Cash |
Sales Order |
8.55 |
2021-06-29 |
Bug |
All |
| Override number series upon import' not working in Schedule import scenarios window |
Earlier, the setting 'Override number series upon import' was not working when using the Schedule import scenarios (SM206035) window and the system was triggering the numbering sequence that is used automatically to generate invoice reference numbers.
The issue has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.55 |
2021-06-29 |
Bug |
All |
| Change of customer ID in sales invoice can lead to errors in VAT handling |
Earlier, when you changed the customer ID in a sales invoice (SO303000), it could lead to errors in VAT handling. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.55 |
2021-06-29 |
Bug |
All |
| Hyphen [-] removed from postal code fields in Sales orders, Sales invoices, Customer invoices, and Shipments |
Earlier, hyphen [-] was removed from postal code fields in the Sales orders (SO301000), Customer invoices (SO303000), Sales invoices (AR301000,) and Shipments (SO302000) windows. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.55 |
2021-06-29 |
Bug |
All |
| Pagination parameters wrongfully introduced for VatCatergory Endpoint in swagger documentation |
Even though the 'VatCategory' endpoint does not support pagination, the 'PageSize' and 'PageNumber' parameters were exposed in Swagger documentation. Now they have been removed. |
API |
Reporting to Government |
8.56 |
2021-07-13 |
Bug |
All |
| Undo last action' fails after having set up and activated contract where customer invoice is generated |
Earlier, 'Undo last action' (CT301000) failed after having set up and activated the contract where the customer invoice was generated. This has now been fixed. |
Order To Cash |
Contract Management |
8.56 |
2021-07-13 |
Bug |
All |
| GET warehouse endpoint returning trailing spaces in several IDs |
Earlier, the GET warehouse endpoint returned receiptLocationId, shipLocationId, returnLocationId, locations-locationId, and dropShipLocationId with trailing spaces.
This has now been fixed, and IDs will not contain trailing spaces in the response any more. |
API |
Inventory |
8.56 |
2021-07-13 |
Bug |
All |
| Broken access controls in Screen ID URL query |
Previously, users without any Administrator role were not able to see the 'Row-level security' and 'Layout templates' sections. Despite that, they were able to access some of the screens of these sections by typing the screen ID into URL. This was possible because the license restrictions of those screens were weaker than their parent section.
The license was fixed by:
- 'General ledger accounts by branch access' (GL103040), 'Subaccounts by branch access' (GL103060), 'Restriction groups by subaccount' (GL104030) screens are not accessible anymore without any Administrator role
- Layout templates is visible for Financials User and its child screens are accessible according to their license
- The 'Report list' (RE000000) screen is accessible for Administrator roles only |
Architecture |
Security |
8.56 |
2021-07-13 |
Bug |
All |
| Calculate replenishment quantities improved |
The Calculate replenishment quantities (IN508500) window has been fixed so that it is faster and all items should now be shown. |
Purchase To Pay |
Replenishment |
8.56 |
2021-07-13 |
Bug |
All |
| Posting "CustomerInvoice/V2" and changing the date via the UI resets Unit price on lines |
Earlier, when using "POST V2/CustomerInvoice" and changing the invoice date via the UI, the Unit price was reset on the invoice lines. This has now been fixed. |
API |
Customer Ledger |
8.56 |
2021-07-13 |
Bug |
All |
| PDF attachments in wrong language on invoices sent to AutoInvoice |
Earlier, in some scenarios, the wrong language was used on the generated PDF attachment on outbound electronic invoices in the PEPPOL BIS 3.0 format. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.56 |
2021-07-13 |
Bug |
All |
| Wrong documentation in the GET Supplier Invoice Endpoint for "Released" parameter |
Earlier, the documentation for the "Released" parameter available in the GET Supplier Invoice endpoint was incorrect.
The issue has now been fixed. |
API |
Supplier Ledger |
8.56 |
2021-07-13 |
Bug |
All |
| Link on account to follow the From period/To period filter fields in Trial balance summary |
There was an error when selecting the From period earlier than the current period and To period equal to the current period. Then the link in the Trial balance summary (GL63200S) report to Account details suggested only one period. This has now been fixed and it will use the same from and to period as selected in the report. |
Accounting |
GL Reconciliation |
8.56 |
2021-07-13 |
Bug |
All |
| Trial balance summary (GL63200S) was missing suggestion of year and periods |
The Trial balance summary (GL63200S) report is now suggesting the current year and period in the Year, From period, and To period fields. |
Accounting |
UX |
8.56 |
2021-07-13 |
Bug |
All |
| Wrong account in credit note lines when created with API function Reverse and Apply to note |
Earlier, a wrong account was generated in the lines of credit notes when they were created using api/v1/customerinvoice/{invoiceNumber}/action/reverseandapplytonote endpoint. This has now been fixed. |
API |
Customer Ledger |
8.56 |
2021-07-13 |
Bug |
All |
| KitSpecification endpoint missing LastModifiedDateTime in the DTO and cannot be filtered upon |
Earlier, GET KitSpecification endpoint was missing the field LastModifiedDateTime in the DTO and could not be filtered upon. This has now been fixed. |
API |
Inventory |
8.56 |
2021-07-13 |
Bug |
All |
| GET "inventory" returns "warehouseID" with trailing spaces |
In some scenarios GET "inventory" endpoint returned trailing spaces for warehouse id under warehouseDetails, which led to DTO property could not be used directly in other API endpoints. This has now been resolved. |
API |
Inventory |
8.57 |
2021-07-20 |
Bug |
All |
| Project validation on cash transaction checking if account is in account group or not |
In previous versions, you were able to create cash transactions with projects on accounts that are not included in account groups. This issue has been fixed by adding validation on project, which checks if the account is included in an account group or not. |
Accounting |
Cash Management |
8.57 |
2021-07-20 |
Bug |
All |
| An error has occurred while processing your request on Customer profiles report |
Earlier you would get "An error has occurred while processing your request." when opening Customer profiles report (AR651000). This has now been fixed. |
Order To Cash |
Customer Ledger |
8.58 |
2021-07-27 |
Bug |
All |
| Internal ID for branch showed up in payment reference instead of the CD |
When included reference to branch in the CID for a company with multi-branch support in the payment settings of Customer Ledger Preferences (AR101000). The generated Payment Reference Nbr in Sales Invoice screen (AR301000) contained the internal id for branch instead of the CD (visible ID). This has now been fixed. |
Order To Cash |
Customer Ledger |
8.58 |
2021-07-27 |
Bug |
All |
| Error when assemble KIT from sales order screen |
Assembling KIT items containing components with lot/serial tracking directly from the sales order screen (SO30100) led to an error. This has now been fixed. |
Order To Cash |
Sales Order |
8.58 |
2021-07-27 |
Bug |
All |
| Adding note for customer location lead to all locations being affected |
Earlier when adding note on one customer location (AR303000) could lead to note being added to all locations for this customer. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.58 |
2021-07-27 |
Bug |
All |
| Release of Sales Invoice does not update actual amount on project balance and revenue budget |
In previous versions, the Actual amount field from Project window on the Balance tab and Revenue budget tab was not updated properly after releasing sales invoices (AR301000). This issue has been fixed and the Actual amount is automatically updated after refresh of project window |
Accounting |
Project |
8.58 |
2021-07-27 |
Bug |
All |
| Move of extended columns for Tax, Tax Category and Tax Report Lines, affect reports and inquiries. |
The tables VAT, VAT category and Reporting setting have been changed where the extended columns has been moved into the main table
If these columns are used in any Report or Inquiries they have been replaced to the new column during upgrade.
VAT (TX205000)
EU report code
Default non-stock item
Visma XML VAT type
VAT category (TX205500)
Standard VAT code
Reporting settings (TX205100) - Report lines:
Sort order line - Removed
From VAT period
To VAT period
Report designer
There is changes Tax element for the Report designer and there are now more columns available from taxes.
For customers that have made changes to the reports have to select the report and run the [Refresh dataset] for the customized report to get access to the new columns in the report.
The affected reports:
Purchase order VAT - subreport - PO6401SR
Unreleased transactions (detailed) - AP610500
Unreleased transactions - AP610700
Unreleased transactions (detailed) - AR610500
Unreleased transactions - AR611000
Customer documents (detailed) - AR622000
Unreleased transactions (detailed) - CA612500
VAT details by general ledger account by date - TX622500 |
Accounting |
Reporting to Government |
8.58 |
2021-07-27 |
Change |
All |
| The error when splitting transactions using Reclassify transaction is fixed |
The error when splitting lines in the Reclassify transactions (GL506000) window introduced June 22, 2021, where the base amount became 0,00 has now been fixed.
You can now split lines in base currency and with other currency.
It's only lines created from payments with currency gain/loss where the amount in currency is 0,00 debit and credit that can not be splitted.
NOTE! If you need assistance to make corrections on transactions with this error, contact Support. |
Accounting |
Registration |
8.58 |
2021-07-27 |
Bug |
All |
| Ungraceful error message thrown when client attempts to POST Customer Invoice V2 |
Earlier when you did a post to api/v2/customerinvoice containing origInvoiceDate with Use Value Date not active in the Accounts Receivable Preferences (AR101000) you did not get a clear error message.
This has now been fixed, and you will get a clear error message in the response explaining why it failed. The error message will not contain the invoice number, since the invoice is not yet created when the error occurs. |
API |
Customer Ledger |
8.58 |
2021-07-27 |
Bug |
All |
| Linear degraded performance from GET salesorderbasic endpoint when increasing page number using pagination |
Previously, when you called the GET Salesorderbasic endpoint, its performance linearly degraded when increasing the pageNumber parameter. This has now been fixed, in addition to a generic performance improvement of ~25% showed on our test company (the effect of this depends on the number of sales order documents and lines in the system). |
API |
Sales Order |
8.59 |
2021-08-03 |
Bug |
All |
| Copy original file attachments and notes to correction transactions when reclassifying transactions |
Earlier, file attachments and notes were not copied to correction transactions. This has now been fixed.
When you reclassify transactions that have file attached or a note, the new created transaction and correction transaction will get the same note and file attached. So, you are able to see the documents and notes that were added to the original transactions on the corrected transactions. |
Accounting |
GL Reconciliation |
8.59 |
2021-08-03 |
Bug |
All |
| Reclassify all from Account details window |
The error where Reclassify all did not open with any transactions from the Account details (GL404000) window has now been fixed and all transactions from the window will appear in the Reclassification window. |
Accounting |
GL Reconciliation |
8.59 |
2021-08-03 |
Bug |
All |
| Project validation when using cashTansaction endpoint for creating cash transactions with projects and accounts not included in account groups |
In previous versions, you were able to create cash transactions with projects on accounts that are not included in account groups using the CashTransaction endpoint. This issue has been fixed by adding validation on project, which checks if the account is included in an account group or not. |
API |
Project |
8.59 |
2021-08-03 |
Bug |
All |
| GET SalesOrder endpoint returns an internal project ID in project |
Earlier the GET SalesOrder endpoint returned and internal ID in project. This has now been fixed by adding property ProjectCD containing the visible ID for the project. Enabling integrations to utilize this value. During testing we however found an issue with trailing spaces, so please ensure to trim ProjectCD pre using it. This will be resolved for next version. |
API |
Sales Order |
8.60 |
2021-08-10 |
Bug |
All |
| New parameters/flags to improve performance of General Ledger Transactions endpoint |
There is a new parameter to avoid additional data for Account, Branch and beginning and ending balance in the query to improve the performance for this API.
ExpandAccountInfo:
By default, if no value is provided, True and each transaction returned will include extended information about the account.
If False, the account information will include only Number, Description, Type and GlConsolAccountCD.
ExpandBranchInfo:
By default, if no value is provided, True and each transaction returned will include extended information about Branch (number and name).
If False, the branch information will include only the branch number.
IncludeTransactionBalance
By default, if no value is provided, True and each transaction returned will include its balance.
If False, the transactions returned will not include their balances (fields BegBalance, EndingBalance, CurrBegBalance, CurrEndingBalance) |
API |
GL Reconciliation |
8.60 |
2021-08-10 |
Change |
All |
| Correct BIC information when using multiple locations on supplier |
For suppliers with two different payment locations and different payment methods, you need to select the second location in the header to be able to pay invoices from the second location. The bank details will be updated accordingly on the Financial details tab (AP301000) and the payment will be processed using the correct combination of IBAN and BIC. |
Purchase To Pay |
Outgoing Payment |
8.60 |
2021-08-10 |
Bug |
All |
| A new easier method to use the Currency endpoint |
The currency endpoints have been changed and a new version 2 added for Exchange rate and Rate type.
GET api/v1/currency and
GET /api/v1/currency/{curyId}has been extended with new columns
"symbol": "string",
"isBaseCurrency": true, - is only returned on the currency that is the base currency.
"decimalPrecision": 0,
"isUsedForAccounting": true
New version 2 of Currency rates
GET /api/v2/currencyrate with parameter
fromDate
toDate
fromCurrency
toCurrency
rateType
Returning
"id": 0,
"fromCurrencyId": "string",
"toCurrencyId": "string",
"rateType": "string",
"rate": 0,
"effectiveDate": "2021-08-04T00:00:00",
"multDiv": "string",
"rateReciprocal": 0
For POST the CurrencyRateID is removed as parameter and From and To Currency is part of the request.
POST /api/v2/currencyrate
"fromCurrencyId": "string"
"toCurrencyId": "string"
"rateType": "string"
"effectiveDate": "2021-08-04"
"rate": 0
"multDiv": "Multiply"
For PUT the request only contain Rate and MultiDiv to avoid updating an existing Rate for a other currency/ratetype by mistake.
PUT /api/v2/currencyrate with parameter
currencyRateId
"rate": 0
"multDiv": "Multiply"
New API's for Currency rate type:
GET /api/v2/currencyratetype
"id": "string",
"description": "string",
"daysEffective": 0
POST /api/v2/currencyratetype
"id": "string"
"description": "string"
"daysEffective": 0 |
API |
Currency Management |
8.60 |
2021-08-10 |
Change |
All |
| Error running the Norwegian VAT report (TX62104S) |
Earlier, there was an error when running Norwegian VAT report (TX62104S) in version 8.59.
The error was caused by a change of columns internally in the database and the report contained the old value. It has now been fixed.
Also, an error when entering a To VAT period in the report settings has been fixed. |
Accounting |
Reporting to Government |
8.60 |
2021-08-10 |
Bug |
All |
| Pagination and filtering issues introduced with performance improvement of GET salesorderbasic endpoint in 8.59 |
In 8.59 we introduced a performance optimization for GET salesorderbasic endpoint which resulted in some issues with pagination and filtering. This has now been fixed, and we have reactivated the optimization again. |
API |
Sales Order |
8.60 |
2021-08-10 |
Bug |
All |
| Deprecated PUT, POST and GET v1/currency/ExchangeRates methods |
The PUT, POST and GET v1/currency/ExchangeRates methods are deprecated and will be removed on November 16th 2021.
Start using the new methods under v2/currencyRate. |
API |
Currency Management |
8.60 |
2021-08-10 |
Change |
All |
| Pagination on GET Customer endpoint when filtering on attributes |
Earlier, pagination did not work on the GET Customer endpoint when filtering on attributes. This has now been fixed. |
API |
Customer Ledger |
8.61 |
2021-08-17 |
Bug |
All |
| Filtering in Release supplier documents based on Approval status and comments |
Earlier, filtering in the Release supplier documents (AP501000 ) window based on Approval status and comments in both filter settings or corresponding columns was no longer working.
The issue has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.61 |
2021-08-17 |
Bug |
All |
| DELETE operations for Expense Claim and Expense Receipt endpoints |
There are now two new operations for ExpenseClaim and ExpenseReceipt endpoints, which can be used by third party integrators:
- DELETE /api/v1/expenseClaim/{expenseClaimNbr} - this will allow the possibility to delete specified expense claimz
- DELETE /api/v1/expenseReceipt/{receiptNumber} - this will allow the possibility to delete specified expense receipts |
API |
Time & Expense |
8.61 |
2021-08-17 |
Change |
All |
| Some errors in Dutch Audit file fixed for trLine segment |
The order of fields and wrong values in Dutch Auditfile have been corrected for the segment and are following the tax authorities
* The fields changed are and
* The fields and contained an invalid value: xsi:nil="true" which is now removed. |
Accounting |
Period and Year End |
8.61 |
2021-08-17 |
Bug |
All |
| Not possible to show/preview files in Purchase invoices and Invoice Inbox windows |
There was an issue in viewing files in both Invoice Inbox (AP50604S) and Purchase invoices (AP301000) windows. VnE was no longer displaying PDF attachments, popping up an error message due to not updated versions of plugin and viewer sources.
The problem has now been fixed and you are able to view files in the current version of all four browsers supported: Chrome, Firefox, and Edge on Windows or Safari, and Chrome on macOS. |
Purchase To Pay |
Supplier Ledger |
8.61 |
2021-08-17 |
Bug |
All |
| Option added to exclude the invoice PDF from the PEPPOL BIS invoice for each specific recipient |
Earlier, the PEPPOL BIS invoice always imbed the invoice PDF. Based on the European Standard EN16931, the recipient of the electronic invoice can specifically ask not to have the PDF of the invoice included. This is now possible via a new setting in the Customer classes (AR201000) and Customers (AR303000) windows with a setting to exclude the invoice PDF. This setting is only visible when you have enabled PEPPOL invoice in the Customer ledger preferences window (AR101000).
This enables the possibility to not generate and imbed invoice PDF while sending electronic invoices via the PEPPOL BIS invoice format, which will greatly improve performance when batch sending a large quantity of invoices. Performance improvement when excluding the invoice PDF on invoices with 1-5 lines shows processing time for each invoice will be reduced to half on our test environment. Difference will be larger for invoices with more lines. |
Order To Cash |
AutoInvoice Send |
8.61 |
2021-08-17 |
Change |
All |
| Print option does not have any effect when PEPPOL invoice is enabled |
The option "Print" under "Send Invoices to AutoInvoice" in the Customers (AR303000) and Customer classes (AR201000) windows is now hidden when PEPPOL invoice is enabled in the Customer ledger preferences (AR101000) window. The background for this change is that the option was never meant to have any effect when PEPPOL invoice is enabled, and this change makes this clearer for the users of the system. |
Order To Cash |
AutoInvoice Send |
8.61 |
2021-08-17 |
Bug |
All |
| Trailing space for ProjectCD on GET Salesorder endpoint |
In version 8.60 was introduced ProjectCD for GET Salesorder endpoint, which was not trimmed (trailing spaces). This has now been fixed by enabling integrators to use the ProjectCD value directly as a parameter for other endpoints without trimming. |
API |
Sales Order |
8.61 |
2021-08-17 |
Bug |
All |
| New feature available to correct invoices |
There is now a new way of correcting invoices, which requires less steps to update/correct an invoice than the previous standard reversal process. You can find the "Correct invoice" feature under the Actions drop-down list button in the Purchase invoices (AP301000) window. When using the "Correct invoice" feature, the system will automatically create a copy of the original invoice that can be further edited. In the background, when releasing this new invoice, the system will automatically create a purchase credit note for the original invoice and will match it against the chosen invoice to be corrected.
As a note the original invoice will remain in status open until the new corrected document will be finally released, but will no further be included in the payment process.
The code has been released in the 8.56 version, but the functionality is feature toggled and it will be enabled for a few customers before activating it as a default functionality. |
Purchase To Pay |
Supplier Ledger |
8.62 |
2021-08-24 |
Change |
All |
| Generic inquiry generating SQL statement without a company id parameter under some specific conditions |
Earlier, in the Generic inquiry (SM208000) window, when executing an inquiry using "Full join" types and no filters were used, you could in some scenarios generate an SQL statement without the companyid parameter.
This has now been fixed. |
Architecture |
Architecture |
8.62 |
2021-08-24 |
Bug |
All |
| Name from bank and Account from bank filled out in handling of incoming payments |
Earlier, the Name from bank and Account from bank columns were not filled out in the Import incoming payments (AR305500) and Process incoming payments (AR305000) windows. This has now been fixed. |
Accounting |
Payment |
8.62 |
2021-08-24 |
Bug |
All |
| Usability improvements in Exclude invoice pdf property for Customer and Customer class |
There is a minor adjustment in the Customers (AR303000) and Customer classes (AR201000) windows regarding the setting "Exclude invoice PDF" for improved usability. The setting is now attached to "Send invoices to AutoInvoice", and the setting will be read only if "Send invoices to AutoInvoice" is unchecked, to clearly show that these two settings are connected. |
Order To Cash |
AutoInvoice Send |
8.62 |
2021-08-24 |
Bug |
All |
| Use trial balance in a multi branch company |
The error when using trial balance (GL303010) in a multi-branch company where the values from other branches were included has now been fixed and each branch is handled separately. |
Accounting |
Registration |
8.63 |
2021-08-31 |
Bug |
All |
| Incorrect rights assigned to "Light user" role |
Previously, users only with the "Light user" role active had the option to view files or the Reverse option active on the Actions tab in the Purchase invoices window (AP301000), which should not be the case.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.63 |
2021-08-31 |
Bug |
All |
| VAT report payment reference incorrect when VAT period 01-YYYY starts in another month than January |
The calculation of payment reference for VAT report (TX501000) is now calculating month and calendar quarter correctly when the first VAT report period is different from 01.01.YYYY.
Note! Quarter period starting from the 2nd or 3rd month of the calendar year is not supported. You will get a warning if the company has these VAT report periods. |
Accounting |
Reporting to Government |
8.63 |
2021-08-31 |
Bug |
All |
| "createdDateTime" and "createdDateTimeCondition" not working via GET CustomerInvoice and CustomerCreditNote endpoints |
Earlier, the parameters "createdDateTime" and "createdDateTimeCondition" were not working via the GET CustomerInvoice and CustomerCreditNote endpoints. This has now been fixed. |
API |
Customer Ledger |
8.63 |
2021-08-31 |
Bug |
All |
| Releasing project proforma invoice with project specific sales account now transferring correctly the sales account on the sales invoice |
In previous versions, when releasing a project proforma invoice that used a sales account specified on the project, it would create a sales invoice with a wrong sales account taken from the customer instead of the project. This issue has been fixed and now the correct sales account specified in the proforma invoice is transferred to the sales invoice. |
Accounting |
Project |
8.63 |
2021-08-31 |
Bug |
All |
| Additional fields included in Employee endpoint on GET operations |
There are new fields: Employee class, Branch, Calendar, Employee login, and Work group ID available on the Employee endpoint for the following operations:
- GET /api/v1/employee/{employeeCd}
- GET /api/v1/employee |
API |
Time & Expense |
8.63 |
2021-08-31 |
Change |
All |
| DiscountAmount omitted when posting to V2/CustomerInvoice after version 8.56 |
Earlier, the option Manual discount on sales invoice lines (AR301000) was not set correctly when posting to the V2/CustomerInvoice endpoint. This has now been fixed. |
API |
Customer Ledger |
8.63 |
2021-08-31 |
Bug |
All |
| As an accountant I need to have proper warnings and error messages for the Revalue currency functions, so I know why I am not allowed to run revaluation on certain conditions |
In the Revalue general ledger accounts (CM506000), Revalue supplier accounts (CM504000), and Revalue customer accounts (CM505000) windows, there are changes regarding the control of open, closed, and inactive periods. If you get an error in the Period column, the Revalue button will be disabled and you are not allowed to process any transactions.
The settings Generate reversing entries and Allow posting on closed periods in the General ledger preferences window and the status of the financial periods are checked. The check on next period is not done for General ledger accounts.
- Generate reversing entries is On post, period is closed, and Allow posting on closed periods is on:
WARNING: The period is closed but the batches will be processed.
- Generate reversing entries is On post, period is closed, and Allow posting on closed periods is off:
ERROR: The financial period PP-YYYY is closed and a reverse batch cannot be created due to the current settings in the General ledger preferences window (GL102000). To allow changing it, select 'Allow posting to closed periods'.
- Generate reversing entries is On period closing and Allow posting on closed periods is off:
ERROR: The period PP-YYYY is closed and a reverse batch cannot be created due to the current settings in the General ledger preferences window (GL102000). To allow changing it, set the setting ‘Generate reversing entries’ to ‘On post’ and select ‘Allow posting to closed periods’.
- Generate reversing entries is On period closing and Allow posting on closed periods is on:
ERROR: The period PP-YYYY is closed and reverse batch cannot be created due to the current settings in the General ledger preferences window (GL102000). To allow changing it, set the setting ‘Generate reversing entries’ to ‘On post’.
- The current period is inactive:
ERROR: The financial period PP-YYYY is inactive. Activate the period in the Financial periods window.
- The current and next period are inactive:
ERROR: The financial periods PP-YYYY and PP-YYYY are inactive. Activate the periods in the Financial periods window. |
Accounting |
Currency Management |
8.63 |
2021-08-31 |
Change |
All |
| Wrong from and to account in General ledger transactions with VAT |
Earlier, when selecting a from and to account in the General ledger transactions with VAT (TX40500S) window, the system used the account ID and not the account CD. This has now been fixed, and the account CD is now used in the selection. |
Accounting |
Reporting to Government |
8.63 |
2021-08-31 |
Bug |
All |
| Attachment tagged as "CommercialInvoice" when sending to AutoInvoice |
Earlier, when sending sales invoices (AR301000) to AutoInvoice in PEPPOL format, the attachments got tagged as "CommercialInvoice" instead of "Attachment" when invoice PDF is excluded. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.63 |
2021-08-31 |
Bug |
All |
| Customer number for PartyIdentification in PEPPOL BIS 3.0 sending |
Earlier, Customer ID was not included in field AccountingCustomerParty-Party-PartyIdentification-ID when sending e-invoices in the PEPPOL BIS 3.0 format. This caused problems when you wanted to send the invoice to a B2C receiver.
This has now been fixed so that Customer ID is used as a fallback value, if no value (for example, Corporate ID) can be found based on the selected scheme ID. |
Order To Cash |
AutoInvoice Send |
8.64 |
2021-09-07 |
Bug |
All |
| SalesPerson endpoint not returning "lastmodifiedDateTime" and "createdDateTime" |
Earlier, the GET SalesPerson endpoint did not return "lastmodifiedDateTime" and "createdDateTime" and thus it was not possible to filter on these parameters . This has now been fixed. |
API |
Customer Ledger |
8.64 |
2021-09-07 |
Bug |
All |
| Hide rows with no amount in prepare and process VAT report |
In the Prepare VAT report (TX501000) and Process VAT report (TX502000) windows there is a new check box in the heading of the detail lines called "Hide rows with no amount".
When this is selected, lines without any transactions will be hidden so you will only see the lines having any VAT transactions.
If it is selected when you prepare the report, it will also be set in the Process VAT report window.
This has been implemented for the new Norwegian VAT report that contains almost 100 lines to make it easier to find the various VAT codes that will be reported. |
Accounting |
Reporting to Government |
8.64 |
2021-09-07 |
Change |
All |
| New limit 1500 for copy/paste lines for all document types |
Earlier, the limit of lines was set to 1000 lines for copy/paste documents. The new limit is set to 1500 lines. |
Order To Cash |
Customer Ledger |
8.64 |
2021-09-07 |
Bug |
All |
| System email accounts (SM204002) window improved and refactored |
The System email accounts (SM204002) window has been refactored to be more intuitive, and now the settings for outgoing and incoming mails appear on different tabs.
The tab "Outgoing mail settings" will only show a single check box "Use default outgoing mail server" as default. If it is not selected, the tab will show all settings.
Three options will be available in the future:
1. Use default mail server without extra actions requires that the value in the "Email address" field is the default (no-reply@finance.visma.net)
2. If "Email address" is custom, and "Use default" is selected, you will get info about DNS records to be registered in your local domain to make email work.
3. If "Email address" is custom, and "Email server" is custom, you need to enter SMTP details as today.
If "Use default outgoing mail server" is selected, and Email address is not custom, you will get an info message, and data will be re-set. |
Architecture |
Architecture |
8.64 |
2021-09-07 |
Change |
All |
| Validation in place for all the Danish payment methods |
Previously, in Visma.net ERP was implemented a validation for the field "Payment ref. no." (AP301000) for all the Danish payment methods and the system was throwing the error message: "The payment reference number is invalid" even if no validation was required.
This has now been fixed and the validation is only present on the Danish specific payment methods:
5 - GIRO
6 - FIK 71
7 - FIK 73
8 - FIK 75 |
Purchase To Pay |
Supplier Ledger |
8.65 |
2021-09-14 |
Bug |
All |
| Releasing credit notes matched with credit adjustment not working in Release supplier documents window |
Previously, you were not able to release credit notes matched with credit adjustments in the Release supplier documents (AP501000) window when a credit note had an earlier date than the credit adjustment date.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.65 |
2021-09-14 |
Bug |
All |
| New endpoint for GET projects by Internal ID |
It is now possible to get the data for a project by its internalID using the new endpoint:
GET /api/v1/project/internal/{internalID} |
API |
Project |
8.65 |
2021-09-14 |
Change |
All |
| Report Sales order details by stock item not showing correct order lines when "Incomplete lines only" active. |
Earlier, the report Sales order details by stock item (SO611500) did not show correct order lines when "Incomplete lines only" was activated. This has now been fixed. |
Order To Cash |
Sales Order |
8.65 |
2021-09-14 |
Bug |
All |
| Performance improvement on Account specification report |
The Account specification (GL63301S) report has been modified so it that its performance is faster, some subqueries not used in the report are removed, and getting some account dates has been changed so that they are not a part of the main query. These changes will improve the performance of the report. |
Accounting |
GL Reconciliation |
8.65 |
2021-09-14 |
Change |
All |
| Better error message creating a sales order with an existing order number via API |
There is now a more explanatory error message when trying to create a sales order with an already existing order number via the API. |
API |
Sales Order |
8.65 |
2021-09-14 |
Bug |
All |
| Branch API - new columns returned on GET |
The Branch APIs have been changed, and two columns have been added:
BranchID that returns the PK for the branch while Number returns the viable Branch CD and isActive that returns TRUE or FALSE
The message when a branch does not exist has also been changed, and it differs between a non-existing and a deleted branch.
If the branch is deleted, you will get the message "Branch with number 'NN' has been deleted." Else you'll get the message "Branch is not found" |
API |
Registration |
8.65 |
2021-09-14 |
Change |
All |
| Emailing same shipment several times from Process shipment window |
Earlier, the shipment was still visible after emailing process in the Process shipments (SO503000) window, so it could get emailed several times from this window. This has now been fixed. |
Order To Cash |
Sales Order |
8.65 |
2021-09-14 |
Bug |
All |
| Automatically match payment from bank with higher amount than the invoice amount |
You are now able to choose if you want to match automatically payments from the bank that have higher amounts than the invoice amount by using the setting "Do not create payment when bank payment is not fully applied" in the Cash management preferences (CA101000) window. |
Accounting |
Payment |
8.65 |
2021-09-14 |
Change |
All |
| SFTP file synchronisation type error |
In the File synchronisation (SM202510/SM202530) window, when using SFTP file synchronisation type, you could get error message "SqlDateTime overflow" during import.
This has now been fixed. |
Architecture |
Architecture |
8.65 |
2021-09-14 |
Bug |
All |
| API Swagger documentation has been updated |
We have received numerous feedback from ISVs that the new format of the swagger documentation is not very user-friendly.
We have therefore reformatted the swagger documentation, so it has the same look and feel as the previous versions. |
API |
Architecture |
8.65 |
2021-09-14 |
Change |
All |
| Duplicated error message in Revalue supplier/customer accounts removed |
Earlier, you got a duplicated message in Revalue supplier accounts (CM504000) or Revalue customer accounts (CM505000) windows, if the selected period and/or the next period was inactive. This has now been fixed and you only get the message one time. |
Accounting |
Currency Management |
8.65 |
2021-09-14 |
Bug |
All |
| Account descriptions for 8080 and 8100 with no space and row sets for the accounts with wrong height updated |
Accounts 8080 and 8100 in a Norwegian company used . (dots) instead of spaces between the words and that lead to a word-warp in the Profit and loss report where accounts were specified and you got an empty description.
The corresponding rows in row sets where these accounts were used had a height of 16 instead of 13 that showed the top of the wrapped account descriptions between the account lines.
During upgrade these account descriptions and row set lines are updated so they contain spaces and height 13. |
Accounting |
Registration |
8.65 |
2021-09-14 |
Bug |
All |
| Sales invoices - overview not showing the correct status for Emailed property |
Earlier, the Sales invoices - overview (AR40104S) did not show the correct status for the "Emailed" property. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.66 |
2021-09-21 |
Bug |
All |
| Set export type on customer location to select sales account |
In the Customer classes (AR201000) window, you can select an export type, which determines which sales account (Domestic, Domestic exempt VAT, EU, Export) is selected in sales documents.
Now the Export type field has been added to the Customer locations (CR303010) window so that you can choose to have the sales account selected based on the customer location specific export type.
This way you can have a different sales account set, for example, in situations where the customer locations are in different countries.
When the system selects the sales account, the system first checks the export type on the customer location. If export type is not set in the customer location, it will work as previously, meaning that the export type is checked from the customer class. |
Order To Cash |
Customer Ledger |
8.66 |
2021-09-21 |
Bug |
All |
| Allocation posting date is considered when allocation rule has Date source: Allocation date specified |
There was an issue when posting allocation transactions on projects using the Posting date from Run allocation by project and Run allocation by task windows. Now this has been fixed and the Run allocation by project and Run allocation by task windows are now considering the Posting date for allocation transactions if the Allocation rule has the Data source: Allocation date specified. |
Accounting |
Project |
8.66 |
2021-09-21 |
Bug |
All |
| Change of base currency in First Time Startup wizard, removed the restriction of functionalities for AutoPay and AutoInvoice services |
In previous versions, when the base currency had been changed to a different currency in the Financial settings window in the First Time Startup wizard, the AutoPay and AutoInvoice services had limited functionality. From this version, you can use the services without any limitations after you have changed the base currency. |
Accounting |
Currency Management |
8.66 |
2021-09-21 |
Change |
All |
| New columns in Subaccounts window showing segments from the system |
In the Subaccounts (GL203000) window, there are new columns in table, showing segments from the system.
When you create a new subaccount, either from UI or from Excel import, the values will be populated based on the definition in the Subaccount column. |
General |
System Service |
8.66 |
2021-09-21 |
Change |
All |
| New operation for creating employees using Employee endpoint |
There is a new update operation of employees available on the Employee endpoint:
- POST /api/v1/employee |
API |
Time & Expense |
8.66 |
2021-09-21 |
Change |
All |
| New operation for updating employees using Employee endpoint |
There is a new operation for updating employees available on the Employee endpoint:
- PUT /api/v1/employee/{employeeCd} |
API |
Time & Expense |
8.66 |
2021-09-21 |
Change |
All |
| Correcting invoice feature not working properly with closed and inactive financial periods |
Previously, when correcting a purchase invoice booked in a closed financial period and the next available open financial period was inactive, you only got a warning about the fact that the your purchase invoice is booked in a closed financial period and to continue with the correction process, the new correction documents will be booked in the next available open financial period, but without creating the correction documents.
This has now been fixed and when fixing a purchase invoice booked in a closed financial period and the next available open financial period is inactive, you will now get the warning message about closed financial periods, and the new correction documents will be created in the next available open and active financial period. |
Purchase To Pay |
Supplier Ledger |
8.66 |
2021-09-21 |
Bug |
All |
| Possible to ship from warehouse location not allowing sales |
Earlier, when an item had quantity in two warehouse locations, one location allowing sales and the other not allowing sales, you were able to set a shipment to the non-sales location and confirm it, thus issuing out quantity from the non-sales location.
This has now been fixed so that if a non-sales warehouse location is selected on a shipment, you will get an error. |
Order To Cash |
Sales Order |
8.66 |
2021-09-21 |
Bug |
All |
| Attachments[] not returned in GET Inventory endpoint response when using Attributes filter |
Earlier, attachments[] were not included in response when the GET Inventory endpoint was used in combination with the Attributes filter. This has now been fixed. |
API |
Inventory |
8.66 |
2021-09-21 |
Bug |
All |
| Side panel functionality available for seeing relevant information without navigating between screens |
The Side panel functionality is now available and all customers can use it to see relevant information on customers, items, suppliers, etc. without having to navigate to different windows. |
Accounting |
Project |
8.66 |
2021-09-21 |
Change |
All |
| Link error when clicking customer number in Customer history summary report |
Earlier, there was a link error when you clicked the customer number in the Customer history summary report (AR652100) window. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.67 |
2021-09-28 |
Bug |
All |
| Salesperson not set by new customer class |
Earlier, when changing customer class in the Customers (AR303000) window, the salesperson was not set according to the settings of the new customer class. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.67 |
2021-09-28 |
Bug |
All |
| New endpoint for update (PUT) customers by internal ID |
It is now possible to update the data for a customer by its internalID using the new endpoint:
PUT /api/v1/customer/internal/{internalID}. |
API |
Project |
8.67 |
2021-09-28 |
Change |
All |
| New endpoint for update (PUT) stock items by internal InventoryID |
It is now possible to update the data for a stock item by its internalID using the new endpoint:
PUT /api/v1/inventory/internal/{inventoryId} |
API |
Project |
8.67 |
2021-09-28 |
Change |
All |
| Import buyer's reference and map to buyer's order number |
When importing invoices to Invoice inbox, if BuyersOrderNo is empty from XML, and if there is a value in BuyersReference, the system now imports the buyer's reference and maps it to the buyer's order number in Invoice inbox. |
Purchase To Pay |
AutoInvoice Receiving |
8.67 |
2021-09-28 |
Change |
All |
| New endpoints for GET customers and inventory items by internal ID |
It is now possible to get the data for a customer and an inventory item by its internalID using the new endpoints:
GET /api/v1/inventory/internal/{inventoryId}
GET /api/v1/customer/internal/{internalId} |
Accounting |
Project |
8.67 |
2021-09-28 |
Change |
All |
| JournalTransactionV2 API returned duplicated transactions when using paging |
For a large number of transactions and lines, the JournalTransactionV2 API returned duplicated transactions when paging was used. This has now been fixed. |
API |
GL Reconciliation |
8.67 |
2021-09-28 |
Bug |
All |
| Database upgrade script to split SubCD in individual fields |
In the Subaccounts (GL203000) window, all records in Sub table are now updated with the values in the new CD0X columns. |
General |
System Service |
8.67 |
2021-09-28 |
Change |
All |
| New columns for showing split of Subaccount string |
In the Subaccounts (GL203000) window, there are new columns available (not default) for showing the split of the Subaccount string. The columns get their name from the segment definition in the Segmented keys (CS202000) and Segment values (CS203000) windows. |
General |
System Service |
8.67 |
2021-09-28 |
Change |
All |
| Overdue documents missing in Prepare dunning letters when dunning process is set to "By customer" |
Earlier, overdue documents were missing in some cases in the Prepare dunning letters (AR521000) window when "Dunning process" was set to "By customer" in the Customer ledger preferences (AR101000) window on Dunning settings tab. |
Order To Cash |
Customer Ledger |
8.67 |
2021-09-28 |
Bug |
All |
| Element for discount set incorrectly in PEPPOL BIS 3.0 |
Earlier, the AllowanceCharge element in PEPPOL BIS 3.0, which shows the discount amount of the invoice, was set incorrectly in certain scenarios resulting in invoice ending up in error state when validated. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.67 |
2021-09-28 |
Bug |
All |
| Not possible to exclude invoice PDF when using PEPPOL BIS Invoice for B2C |
Previously, it was not possible to exclude the invoice PDF for consumer route when using PEPPOL BIS invoice (Norway). This has now been fixed, leaving the option to exclude invoice PDF on B2C, in addition to for B2B, for both the Customers (AR30300) and Customer classes (AR20100) windows. |
Order To Cash |
AutoInvoice Send |
8.67 |
2021-09-28 |
Bug |
All |
| GET inventoryReceipt endpoint not returning transferNumber field |
Earlier, the GET inventoryReceipt endpoint did not return the transferNumber field. This has now been fixed. |
API |
Inventory |
8.67 |
2021-09-28 |
Bug |
All |
| Message on changes in critical branch information |
Visma.net ERP will start to broadcast a message whenever there is a change in critical branch information, such as organisation number, name, ID, etc. This message would be picked up by other integrated assets to show the branch level details. This does not affect any existing end user functionality and runs in the background. |
Accounting |
Registration |
8.68 |
2021-10-05 |
Change |
All |
| Message displayed in UI when system maintenance is requested |
If a company is set to maintenance job in the future, a message for this will be shown in the UI right next to the search element. |
General |
Setup of new companies |
8.68 |
2021-10-05 |
Change |
All |
| Fix on customized ARM reports |
In version 8.69, customers that were having customizations on their ARM reports were getting wrong results when it comes to supporting the symbol display option, while standard reports worked as expected. The issue is now fixed also for customized reports. |
Accounting |
Registration |
8.69 |
2021-10-12 |
Bug |
All |
| Sales reports not including invoice lines without item number |
Earlier, sales reports did not include invoice lines without item number. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.69 |
2021-10-12 |
Bug |
All |
| LastModifiedDate is included in the GeneraLedgerBalanceV2 response |
Previously the LastModifiedDate value was not included in the GeneraLedgerBalanceV2 response. This is now fixed. |
API |
GL Reconciliation |
8.69 |
2021-10-12 |
Change |
All |
| Due date not set correctly on invoice when using a credit term with instalments |
Earlier, when you used a credit term with multiple instalments, the due dates for the created invoices were not set correctly in the Purchase invoices (AP301000) window.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.69 |
2021-10-12 |
Bug |
All |
| POST / PUT Customer operation allows assigning multiple default direct debit lines |
Earlier, POST and PUT on the Customer endpoint allowed assigning multiple default direct debit lines via API. This has now been fixed. |
API |
Customer Ledger |
8.69 |
2021-10-12 |
Bug |
All |
| Webhook notifications turned ON when Severa integration is activated |
Webhook notifications are now turned ON for customers, customer classes, non-stock items, and item classes when the Severa integration is activated. |
Accounting |
Project |
8.69 |
2021-10-12 |
Change |
All |
| Wrong currency rate used in Customer invoice window with Add order functionality |
Earlier, a wrong currency rate was used in the Customer invoice (SO303000) window, when using the Add order functionality and option "Use shipment date for invoice date". This has now been fixed. |
Order To Cash |
Sales Invoice |
8.69 |
2021-10-12 |
Bug |
All |
| Subaccount split columns added to column configurator in Approval document line history window. |
Subaccount split columns have been added to the column configurator to enable selecting of individual segments from My subaccount string in the Approval document line history inquiry (AP40105S) window. |
Purchase To Pay |
Approval |
8.69 |
2021-10-12 |
Change |
All |
| Inactive periods not selectable in Sales by item and customer report |
Earlier, inactive periods were not selectable in the Sales by item and customer (AR40103S) report. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.69 |
2021-10-12 |
Bug |
All |
| Disable account validation in Cash transaction window for Payroll Finland - Visma.net ERP Integration |
The account validation that is in an account group or not from the cash transaction windows can be disabled for customers who have problems with transferring data in the Payroll Finland - Visma.net ERP integration. |
Accounting |
Project |
8.69 |
2021-10-12 |
Bug |
All |
| Fix on posting partly deductible tax |
The error getting the expense account correct when partially deductible VAT rate was set to 0,00% is now fixed and the posting does not end up on the defined rounding account but on the lines expense account or the defined account on the VAT Id. |
Accounting |
Reporting to Government |
8.69 |
2021-10-12 |
Bug |
All |
| VAT category not copied from original invoice when VAT category is empty |
Earlier, when you corrected an invoice with an empty VAT category in the Purchase invoices (AP301000) window, the correction documents did not copy the VAT category from the original invoice.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.69 |
2021-10-12 |
Bug |
All |
| Subaccount filter only show transactions matching the selected subaccount in Account specification report |
The error where the subaccount filter did not work in the Account specification (GL63301S) report has now been corrected, and the report contains only the transactions with the selected subaccount.
NOTE! You cannot select only on a segment, you must fill out the whole subaccount string. |
Accounting |
Registration |
8.69 |
2021-10-12 |
Bug |
All |
| Fix on Account specification report for multi-branch companies |
For a multi-branched company, using the Account specification (GL63301S) report without any branch specified in the filter resulted in an syntax error. This has now been fixed. |
Accounting |
GL Reconciliation |
8.69 |
2021-10-12 |
Bug |
All |
| VAT category not copied from original invoice with discounts when VAT category is empty |
Earlier, when you corrected an invoice with an empty VAT category and discounts in the Purchase invoices (AP301000) window, the correction documents did not copy the VAT category from the original invoice.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.69 |
2021-10-12 |
Bug |
All |
| Validation of supplier balances not possible for suppliers with retainage |
Earlier, validation of supplier balances was not possible for suppliers with retainage in the Validate supplier balances (AP509900) window.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.70 |
2021-10-19 |
Bug |
All |
| Swagger documentation on GET operation of Cash sales endpoint updated with pagination enforcement notice |
Swagger documentation on GET operation of Cash sales endpoint is updated with the pagination enforcement notice. |
API |
Cash Management |
8.70 |
2021-10-19 |
Bug |
All |
| Swagger documentation on GET operation of Employee endpoint updated with pagination enforcement notice |
Swagger documentation on GET operation of Employee endpoint is updated with the pagination enforcement notice. |
API |
Time & Expense |
8.70 |
2021-10-19 |
Bug |
All |
| New parameters "pageNumber" and "pageSize" in ExpenseClaim endpoint |
Two new parameters "pageNumber" and "pageSize" are now available in the ExpenseClaim endpoint. Also the Swagger documentation has been updated with the pagination enforcement notice. |
API |
Time & Expense |
8.70 |
2021-10-19 |
Change |
All |
| New default email account not using default account settings |
When creating a new default email account in the Email (SM20400S) window, the account was not set to use the default mail account settings.
This has now been fixed. |
General |
Setup of new companies |
8.70 |
2021-10-19 |
Bug |
All |
| New columns for individual segments of subaccount string in Asset transaction history inquiry |
There are new columns for individual segments of the subaccount string available in the Asset transaction history inquiry (FA404000) window. |
Accounting |
Fixed Assets |
8.70 |
2021-10-19 |
Change |
All |
| New columns for individual segments of subaccount string in Asset balance by account inquiry |
There are new columns for individual segments of the subaccount string available in the Asset balance by account inquiry (FA403000) window. |
Accounting |
Fixed Assets |
8.70 |
2021-10-19 |
Change |
All |
| New columns for individual segments of subaccount string in Asset splits history inquiry |
There are new columns for individual segments of the subaccount string available in the Asset splits history inquiry (FA405000) window. |
Accounting |
Fixed Assets |
8.70 |
2021-10-19 |
Change |
All |
| Performance improvements in Account summary (GL401000) window |
Improvements in getting the account summary have been implemented and the performance has been improved. |
Accounting |
Registration |
8.70 |
2021-10-19 |
Change |
All |
| Send attachment as commercial invoice to Visma.net Autoinvoice |
Earlier, there was no option in the PEPPOL format to send an attachment as a commercial invoice as a basis to Autoinvoice with option "Exclude Invoice PDF" enabled. This has now been fixed, and an additional option "Use the first AutoInvoice-attachment to view invoice" has been added, enabling the first attachment marked to be sent to AutoInvoice will be the visible invoice for the receiver. This only applies if an attachment exist on the invoice, else the pure XML will be used to generate a readable version of the invoice for the receiver. |
Order To Cash |
AutoInvoice Send |
8.70 |
2021-10-19 |
Bug |
All |
| GET SalesPerson endpoint giving wrong DTO format for pagenumber and pagesize |
Earlier, the GET SalesPerson endpoint gave a wrong DTO format for pagenumber and pagesize in response. This has now been fixed. |
API |
Customer Ledger |
8.71 |
2021-10-26 |
Bug |
All |
| Support for webhook notification on delete shipment |
Previously webhook notification when deleting a shipment was not supported. We have now added DELETED support on shipment_changed notification. The makes it possible for integrations to be aware of when a shipment is deleted, and react upon such an event. |
API |
Sales Order |
8.71 |
2021-10-26 |
Change |
All |
| New columns for individual segments of subaccount string in Sales by item and customer inquiry |
There are new columns for individual segments of the subaccount string available in the Sales by item and customer inquiry (AR40103S) window. |
Order To Cash |
Customer Ledger |
8.71 |
2021-10-26 |
Change |
All |
| New columns for individual segments of subaccount string in Customer vat zone deviation (customer sub) inquiry |
There are new columns for individual segments of the subaccount string available in the Customer vat zone deviation (customer sub) inquiry (AR40102S) window. |
Order To Cash |
Customer Ledger |
8.71 |
2021-10-26 |
Change |
All |
| New columns for individual segments of subaccount string in Inventory transactions by account inquiry |
There are new columns for individual segments of the subaccount string available in the Inventory transactions by account (IN403000) window. |
Order To Cash |
Customer Ledger |
8.71 |
2021-10-26 |
Change |
All |
| Workflow Request message for approval on timecards and expense claims updated with new field branchID. |
The Workflow Request message for approval on timecards and expense claims has been updated with a new field branchID. |
Accounting |
Project |
8.71 |
2021-10-26 |
Change |
All |
| Unable to "Prepare invoice" after adding a non-stock item to a reopened sales order |
Earlier, when adding a non-stock item to a sales order that had been reopened in the Sales order (SO301000) window, you were not able to take action "Prepare invoice" on that sales order. This has now been fixed. |
Order To Cash |
Sales Order |
8.71 |
2021-10-26 |
Bug |
All |
| Error on purchase receipt from API with allocation and same stock item twice |
Earlier, when creating a purchase receipt from API with the same stock item twice and with allocation, you got an error message. This has now been fixed. |
API |
Purchase Order |
8.71 |
2021-10-26 |
Bug |
All |
| Empty ARM report with the setting Require from branch activated |
Earlier, there was an error where the ARM report with the setting Require from branch was activated and the report was empty. This has now been fixed and you should be able to use the filter for From branch to report a single branch. |
Accounting |
Registration |
8.71 |
2021-10-26 |
Bug |
All |
| *POST operation for JournalTransactionV2 for non-existing and inactive branches corrected*
h2. |
When using the POST operation for JournalTransactionV2 including a non-existing or inactive branch, it was posted to another branch. This has now been fixed and the request is rejected in these cases. |
API |
Registration |
8.71 |
2021-10-26 |
Bug |
All |
| Error on change of Inbox rule |
Earlier, when you tried to change an Inbox rule in the Invoice inbox rules (AP206000) window, you got an error message on duplicate key. This has now been fixed. |
Purchase To Pay |
AutoInvoice Receiving |
8.71 |
2021-10-26 |
Bug |
All |
| Saleorders endpoint getting slower for each paginated call |
Earlier, the GET Salesorder endpoint got slower and slower for each paginated call. This has now been fixed. |
API |
Sales Order |
8.71 |
2021-10-26 |
Bug |
All |
| CashSale endpoint getting slower for each paginated call |
Earlier, the GET CashSale endpoint got slower and slower for each paginated call. This has now been fixed. |
API |
Customer Ledger |
8.71 |
2021-10-26 |
Bug |
All |
| Deleted departments not reflected in MDM |
In the Departments (EP201500) window, if you deleted a department, the change was not updated in MDM.
This has now been fixed. |
General |
General |
8.71 |
2021-10-26 |
Bug |
All |
| GET StocktakeV2 endpoint is missing "baseUnit" on lines |
Earlier, the GET Stocktake endpoint, in version V2, didn't return "baseUnit" for stocktake lines. This has now been fixed |
API |
Inventory |
8.71 |
2021-10-26 |
Bug |
All |
| Incorrect filtering when using links from the inquiry Account summary |
The inquiry Account summary (GL401000) includes the buttons Account details (GL404000), Account by subaccount (GL403000) and Account by period (GL402000) at the top. When working with branches and clicking these buttons, the filtering was incorrect. This has now been fixed.
Other additional performance improvements and corrections have also been done to the same window compared to the release in version 8.70.0. They are related to how data is retrieved and corrections of filtering segments as a part of the subaccount string. |
Accounting |
Registration |
8.71 |
2021-10-26 |
Bug |
All |
| Mapping factoring assignment note from payment method to PEPPOL BIS 3.0 XML document |
Earlier, when using factoring, the "Assignment note" text from the payment method was not included in the PEPPOL BIS 3.0 XML document as a note. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.72 |
2021-11-02 |
Bug |
All |
| GET discount endpoint representing wrong DTO format |
Earlier, the GET discount endpoint represented a wrong DTO format. This has now been fixed in version V2 of the endpoint. |
API |
Customer Ledger |
8.72 |
2021-11-02 |
Bug |
All |
| Get discountCode endpoint representing wrong DTO format |
Earlier, the GET DiscountCode endpoint represented a wrong DTO format. This has now been fixed in version V2 of the endpoint. |
API |
Customer Ledger |
8.72 |
2021-11-02 |
Bug |
All |
| Total time spent and Time spent calculated incorrectly in Release time cards window |
Earlier, the Total time spent and Time spent were not calculated correctly in the Release time cards (EP505010) window for time cards with over 100 hours. This has now been fixed. |
Accounting |
Time & Expense |
8.72 |
2021-11-02 |
Bug |
All |
| Subaccount segments added as hidden columns in some inquiries |
Subaccount segments are added as hidden columns to the inquiries Deferral schedue summary (DR401000), Voucher details inquiry (GL40601S), Account by subaccount (GL403000) and Account details (GL404000). |
Accounting |
GL Reconciliation |
8.72 |
2021-11-02 |
Change |
All |
| Shipment for kit items with no items in stock but "Allow negative quantity" checked |
Earlier, when creating shipments for kits where one or more of the subitems did not have stock, the system produced an error message, even if "Allow negative quantity" was checked on the item class. This required manual input and would in some cases cause negative stock in wrong locations. This has now been fixed. |
Order To Cash |
Sales Order |
8.72 |
2021-11-02 |
Bug |
All |
| Error message in Account details when Include reclassified check box selected |
Earlier, you got an error message when you selected the "Include reclassified" check box in the Account details (GL404000 window). It has now been fixed. |
Accounting |
GL Reconciliation |
8.72 |
2021-11-02 |
Bug |
All |
| Payment terms sent to AutoInvoice in PEPPOL format not changing with payment terms on invoice |
Earlier, the payment terms sent to AutoInvoice (in the PEPPOL format) didn´t change if you changed the payment terms on the invoice. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.72 |
2021-11-02 |
Bug |
All |
| Project and project task in output with GET for PO receipt |
Project and project task will now be in the output if you do GET for PO receipt. |
API |
Purchase Order |
8.72 |
2021-11-02 |
Bug |
All |
| PEPPOL schema IDs missing in Endpoint drop-down in some windows |
Earlier, the PEPPOL schema ID was missing in the Endpoint drop-down list in the Customer locations (CR303010), Branches (CS102000), Organisations (CS101500), and Countries/counties/postcodes (CS20400S) windows. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.72 |
2021-11-02 |
Bug |
All |
| Validation of Payment ref. no. field on purchase invoice incorrectly required by VnE |
Earlier, a validation for the field Payment ref. no. in the Purchase invoices (AP301000) window was required and the system was throwing the error message: "The payment reference number is invalid" even if no validation was required.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.72 |
2021-11-02 |
Bug |
All |
| New VAT settings for new Norwegian companies to follow the tax reports for 2022 |
The VAT settings have been modified due to the changes in the VAT report for Norway from 2022.
- Reporting settings (TX205100):
Reporting lines
All lines used for reports before 2017 are deleted and lines for 2017-2021 are updated with To VAT period 06-2021
New lines for 2022 are created following the SAF-T coding.
- Reporting groups:
All old reporting groups are deleted and replaced with new groups following SAF-T codes
- Reporting groups (TX205200):
All reporting groups are linked to the 2017-2021 lines and the new 2022 lines
- VAT zones (TX206000):
One new zone customer zone is created for Internal withdrawal of goods and service
- VAT categories (TX205500):
All existing codes are kept but the descriptions are aligned to the usage and equal to VAT group and VAT ID
New codes for withdrawal (3U, 31U, 32U, 33U, 5U), losses on outstanding claims (0T, 1T, 11T, 12T, 13T), adjustment of input VAT (1J), and reversal of input VAT (1TB) are created.
- VAT ID (TX205000):
All old VAT numbers that referred to the line number they were reporting to have been deleted and replaced with new lines using the SAF-T code as ID. They are linked to the corresponding VAT zones and VAT categories with same ID as the VAT ID.
The schedules are created pointing to one Reporting group. Only the low rate has more than one row due to the change in 2020 and 2021. |
Accounting |
Reporting to Government |
8.72 |
2021-11-02 |
Change |
All |
| Improved visualisation of large amounts in several windows |
Companies using very large amounts have in some cases not, because of lacking space, been able to see the full amount in coded summary columns in the headers of windows. Now 14 digits + 2 decimals are supported in the areas General ledger, Currency management, VAT and Deferred revenue. |
Accounting |
Registration |
8.73 |
2021-11-09 |
Change |
All |
| Support for correcting invoices in Sales invoices window |
There is now a new way of correcting invoices, which requires less steps to update/correct an invoice than the previous standard reversal process. You can find the "Correct invoice" feature under the Actions drop-down list button in the Sales invoices (AR301000) window. When using the "Correct invoice" feature, the system will automatically create a copy of the original invoice that can be further edited. In the background, when releasing this new invoice, the system will automatically create a sales credit note for the original invoice and will match it against the chosen invoice to be corrected.
As a note the original invoice will remain in status Open until the new corrected document will be finally released, but will no further be included in the payment process. Correcting of invoices with lines from the Shipments (SO302000) or Sales orders (SO301000) windows is currently not supported. |
Order To Cash |
Customer Ledger |
8.73 |
2021-11-09 |
Change |
All |
| Expense claims with empty Purpose field not received in Expense Inbox |
Earlier, when the Purpose field in expense claims from Visma.net Expense was left empty, the messages were not received in Expense Inbox in Visma.net ERP for Swedish customers. This has now been fixed by automatically inserting the description of the claim only on transactions which have this Purpose field empty. |
Accounting |
Time & Expense |
8.73 |
2021-11-09 |
Bug |
All |
| Changes for notes and attachments in VAT reporting |
In the Process VAT report window (TX502000), file and note have been added on the report lines and the name of the Remarks column in the heading has been changed from Comment to Note to tax agency.
Regarding the Norwegian VAT report for 2022 you will get additional information.
If you add a note or files to a line that does not have a Tax box number you will get the message: Notes and files on lines without tax box no. will not be sent to the tax agency.
You can add attachments up to 15 MB to the report and a note on each report line and will get a message: Your attachments have reached XX MB. The limit is 15 MB. Remove or change some attachments to send the report.
The notes and attachments will be sent to Altinn for reports for 2022. |
Accounting |
Reporting to Government |
8.73 |
2021-11-09 |
Change |
All |
| Send all attachments to tax authorities with tax report |
Notes and file attachments are now added to the VAT report lines and you are able to attach up to 15MB of files and write notes on all lines and the header. If you write a note to a line that is not reported, you will get a warning that you have a note that is added to a line that will not be sent. |
Accounting |
Reporting to Government |
8.73 |
2021-11-09 |
Change |
All |
| Improved filtering on Customer/Supplier name in Account details inquiry |
In some cases there was a timeout when doing filtering on Customer/Supplier name in the inquiry Account details (GL404000). This has now been fixed. |
Accounting |
Registration |
8.73 |
2021-11-09 |
Bug |
All |
| Note text on project tasks get overwritten when using common tasks |
Earlier, the note text on project tasks got overwritten when using common tasks. This has now been fixed and the following scenarios are taken into account:
- if a common task is created with notes on the Budget tab (for Revenue or Cost) in the Projects (PM301000) window, then only when creating new projects with this common task, the notes should be transferred and visible on the Revenue or Cost budget tab.
- if the notes from the common task are updated in a project, it should not update all projects that are using this common task and it should not update the original common task, either.
Moreover this also applies to Project template tasks with notes on the Revenue or Cost budget. |
Accounting |
Project |
8.73 |
2021-11-09 |
Bug |
All |
| Currency information added to the Account details* *inquiry |
In the inquiry Account details (GL404000) you were able to select the check box Show currency details, when using an account with a currency set in the chart of accounts. Now you can select this check box for all accounts, to visualise the debit and credit amounts also in currency. |
Accounting |
Currency Management |
8.73 |
2021-11-09 |
Change |
All |
| RC orders with items with serial numbers giving an allocation error message |
Earlier, RC orders that contained items with serial number tracking gave an error message stating "Nothing to allocate". This has now been fixed and the correct allocation is being made. |
Order To Cash |
Sales Order |
8.73 |
2021-11-09 |
Bug |
All |
| Support correction of sales invoice by API endpoint |
Correction of sales invoices by a new API endpoint
POST customerinvoice/{SalesInvoiceNumber}/action/correct is now supported with same functionality as we have for this feature in the UI.
There is now a new way of correcting invoices, which requires less steps to update/correct an invoice than the previous standard reversal process. You can find the "Correct invoice" feature under the Actions drop-down list button in the Sales invoices (AR301000) window. When using the "Correct invoice" feature, the system will automatically create a copy of the original invoice that can be further edited. In the background, when releasing this new invoice, the system will automatically create a sales credit note for the original invoice and will match it against the chosen invoice to be corrected.
As a note the original invoice will remain in status Open until the new corrected document will be finally released, but will no further be included in the payment process. Correcting of invoices with lines from the Shipments (SO302000) or Sales orders (SO301000) windows is currently not supported. |
API |
Customer Ledger |
8.73 |
2021-11-09 |
Change |
All |
| Missing financial information in invoices sent to AutoInvoice for Danish companies (PEPPOL) |
Earlier, there was financial information missing from the Organisations (CS101500) window, tab Payment settings in the invoices sent to AutoInvoice in PEPPOL format for companies in Denmark. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.73 |
2021-11-09 |
Bug |
All |
| Error with invoice from Invoice inbox and closed periods |
Earlier, if receiving an invoice to Invoice Inbox (AP50604S) to a closed period and with the Move invoice to next open/active period check box selected in the Supplier ledger preferences, there was an error and the invoice was not created. This has now been fixed and in this scenario the invoice is created in the next open/active period. |
Purchase To Pay |
AutoInvoice Receiving |
8.73 |
2021-11-09 |
Bug |
All |
| No webhook notification when sales* *invoice status changed to* *"Closed" |
Earlier, there was no webhook notification when the status of an invoice was changed to "Closed" in Visma.net ERP. This has now been fixed. |
API |
Customer Ledger |
8.73 |
2021-11-09 |
Bug |
All |
| "Correct invoice" feature disabled for tax suppliers |
The "Correct invoice" feature has been disabled for tax suppliers in the Purchase invoice (AP301000) window. |
Purchase To Pay |
Supplier Ledger |
8.73 |
2021-11-09 |
Bug |
All |
| Unable to select inactive financial periods in "From/To financial periods" in Sales invoices - overview |
Earlier, it was not possible to select inactive financial periods in "From/To financial periods" fields in the Sales invoices - overview window (AR40104S). This has now been fixed. |
Order To Cash |
Customer Ledger |
8.73 |
2021-11-09 |
Bug |
All |
| Error sending credit notes to AutoInvoice in PEPPOL format |
Earlier, in version 8.72, there was an error when sending credit notes to AutoInvoice in PEPPOL format. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.73 |
2021-11-09 |
Bug |
All |
| Wrong company on duplicate tab |
Duplicate tab - wrong company:
When using the browser functionality for duplicating a tab (right click on a tab), you could sometimes be logged into the previous company you where logged in to.
This has now been fixed. |
General |
Setup of new companies |
8.74 |
2021-11-16 |
Bug |
All |
| Schedules created in Release time cards window did not process documents |
Earlier, the schedules created in the Release time cards window (EP505010) did not process the documents. This has now been fixed. |
Accounting |
Time & Expense |
8.74 |
2021-11-16 |
Bug |
All |
| Branch selector switching back to previous branch |
Selecting branch in Branch selector:
When selecting branch in selector for companies with multiple branches, the information in top rightmost corner could sometimes show a different branch than the one selected and logged into.
This has now been fixed. |
General |
Setup of new companies |
8.74 |
2021-11-16 |
Bug |
All |
| Changes on GeneralLedgerTransactions endpoint parameters |
To improve the performance of GeneralLedgerTransactions endpoint, the three new flags that were introduced in version 8.60 and that allow users to retrieve extended data if necessary (expandBranchInfo, expandAccountInfo, includeTransactionBalance) are now set to false by default.
Please verify swagger documentation and if you consider the extended data is necessary, set the flags to True for your calls. |
API |
Registration |
8.74 |
2021-11-16 |
Change |
All |
| Manual payments option enabled for original purchase invoices connected to unreleased correction documents |
Earlier, the Manual payments option was enabled on the Actions tab in the Purchase invoice (AP301000) window for original invoices connected to unreleased correction documents.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.74 |
2021-11-16 |
Bug |
All |
| Last modified date as UTC in the Branch endpoint |
When using GET for a branch or range of branches, the "lastModifiedDateTime" is now shown as UTC. |
API |
Branches |
8.74 |
2021-11-16 |
Bug |
All |
| Improved performance of GET journaltransaction |
When using GET /api/v2/journaltransaction with a lot of data, the calls became slower for each paginated call and could in some cases end up in a timeout. This has now been improved. |
API |
GL Reconciliation |
8.74 |
2021-11-16 |
Bug |
All |
| Posting of attachments to JournalTransactionV2 for all modules |
Now it's possible to use the new POST /api/v2/journaltransaction/module/{module}/{journalTransactionNumber}/attachment and /api/v2/journaltransaction/module/{module}/{journalTransactionNumber}/{lineNumber}/attachment to add attachments for transactions created for all workspaces. Earlier it was only possible to add attachments for transactions created in the general ledger (GL) workspace. The old endpoints are set to obsolete but will be available for 6 months.
Note that it's still only possible to post journal transactions for the workspace GL but when journal transactions for other workspaces are created from other modules and endpoints and ends up in journal transactions, so that the journalTransactionNumber exist, then it's now possible to add the attachment. |
API |
Registration |
8.74 |
2021-11-16 |
Change |
All |
| Wrong sales account used in POST CustomerInvoice for export type customers |
Earlier, the POST CustomerInvoice endpoint gave an incorrect sales account on invoice lines for customers registered for export to EU or non-EU countries. This has now been fixed. |
API |
Customer Ledger |
8.74 |
2021-11-16 |
Bug |
All |
| Empty post period when sending to Approval from Invoice inbox |
Earlier, action "Send to Approval" in Invoice inbox (AP50604S) didn't work. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
8.74 |
2021-11-16 |
Bug |
All |
| Wrong description on pick list from shipment SO302000 |
Earlier, there was a wrong description on pick lists from the Shipments (SO302000) window. This has now been fixed. |
Order To Cash |
Sales Order |
8.75 |
2021-11-29 |
Bug |
All |
| Change in AutoPay actions for import from AutoPay |
There is a change when choosing an Autopay action in combination with setting "Automatic split of batch payment from customers into payments per customer" in AutoPay inbox (CA50400S). Now the action "Import from AutoPay" will NOT create a payment for matching several invoices that are paid. Manual action is required. The actions "Import from AutoPay and match" and "Import from Autopay and process" will create a payment and match the invoices. |
Accounting |
Cash Management |
8.75 |
2021-11-29 |
Change |
All |
| Wrong report editor opened when working with several companies and duplicated tabs |
When you worked with duplicated tabs and several companies, the updates to the report you were editing were incorrectly published to the company in which you started editing it instead of the company you actually published it to. This has now been fixed. |
General |
Report Designer |
8.75 |
2021-11-29 |
Bug |
All |
| Error in Sales by item and customer window with periods with different years |
Earlier, there was a bug in the Sales by item and customer window (AR40103S), in case "From period" and "To period" selections had a different year. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.75 |
2021-11-29 |
Bug |
All |
| Document text for VAT code not set correctly in PEPPOL format |
Earlier, in some circumstances, document text for VAT code was not set correctly in the PEPPOL format for invoices sent to AutoInvoice. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.75 |
2021-11-29 |
Bug |
All |
| Invoice lines from Customer contracts window got wrong sales account in sales to EU customers |
Earlier, invoices generated from the Customer contracts (CT301000) window got a wrong sales account on invoice lines on sales to customers within EU. This has now been fixed. |
Order To Cash |
Contract Management |
8.75 |
2021-11-29 |
Bug |
All |
| Additional info field available in Process bank transactions window |
The field Additional info is now available in the Process bank transaction (CA306000) window, and you can see the information in the screen. |
Accounting |
Cash Management |
8.75 |
2021-11-29 |
Change |
All |
| Branch filter is now correctly applied for Budget endpoint |
When using GET for Budget, the mandatory Branch parameter was not used correctly for filtering. This has now been fixed. |
API |
Registration |
8.75 |
2021-11-29 |
Bug |
All |
| GET CustomerInvoice endpoint using filter "dunningLevel" parameter returns an empty result |
Earlier, the GET CustomerInvoice endpoint using some filters returned an empty result. This has now been fixed so that the endpoint returns an empty array instead of an empty result. |
API |
Customer Ledger |
8.75 |
2021-11-29 |
Bug |
All |
| PUT Stocktake endpoint (v2-version) not generating value on variance cost |
Earlier, the v2-version of the PUT Stocktake endpoint did not update variance cost neither on header or lines. Also delete stocktake line from UI did not recalculate header totals. This has now been fixed. |
API |
Inventory |
8.75 |
2021-11-29 |
Bug |
All |
| Shipment confirmation process sometimes leaves shipments in status Confirmed even if the process failed |
Earlier, the shipment confirmation process has sometimes left shipments in "Confirmed" status even though the process failed. This has now been fixed. |
Order To Cash |
Sales Order |
8.75 |
2021-11-29 |
Bug |
All |
| Error in validation of email address, banking e-invoice (Norway) |
Earlier, in the Customers window (AR303000) on the Invoicing settings tab there was an error in validation of email addresses that contained underscores and "Send invoices as banking e-invoice (Norway)" was selected. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.75 |
2021-11-29 |
Bug |
All |
| CustomerPayments: Returns 500 results even when pageSize is set to 1000 |
Earlier, the maximum page size was hard coded to 500 and so the response for the GET customerPayment endpoint was able to return up to 500 payments. This has now been changed so that the maximum page size is configurable and the value is taken from the web.config file for every GET endpoint with the maxpageSize filter. |
API |
Customer Ledger |
8.75 |
2021-11-29 |
Bug |
All |
| Editing reports failed after re-logging with duplicate tabs |
Earlier, editing reports after re-logging with duplicate tabs failed. This has now been fixed. |
General |
Report Designer |
8.75 |
2021-11-29 |
Bug |
All |
| Validate action added to Process VAT report window (TX502000) |
A new VAT report for Norway 2022 is implemented
In the Process VAT report (TX502000) window, there is a new button for validating the report at Skatteetaten before sending it in. This button will only be visible when you select a report period for 2022 and it's active when the report has the status Prepared or Closed. In the window you will get the returned error(s) in the heading for general errors and on the line for a line containing errors.
When sending the VAT report for 2022, the report will be validated again and sent if there are no errors.
There is a new column Validation message on the heading.
There are two new columns on the report lines, Validation message and VAT rate.
They are hidden by default.
The difference between reporting in 2021 and 2022 is that the XML format is changed and now the report will be validated for errors and rejected if any error is found. You are also able to validate the report any time before you send it. |
Accounting |
Reporting to Government |
8.76 |
2021-12-10 |
Change |
All |
| Upgrade of new VAT codes and VAT report for Norwegian VAT reporting 2022 |
All Norwegian companies have been upgraded with the new VAT report and VAT codes for the new report coming in 2022.
The following places are affected by this upgrade:
VAT:
A new code has been added and all of the old codes are set to be terminated by 31.12.2021 with 2 exemptions: Codes 0F and 6F are terminated at upgrading date and they are included in 0 and 6.
The previous VAT IDs referred to the report line they were included into but from 2022 the VAT IDs refer to the SAF-T code they report to. All new schedules are using the new tax groups created for 2022.
VAT categories:
All old codes remain as before and only some new codes are added to be able to report the special codes for loss, withdraws, and adjustment.
VAT zones:
No change in zones.
VAT report lines:
All old lines are updated with To VAT period = 06-2021 or, in case of monthly reporting 12-2021.
New lines are added for each SAF-T code.
VAT reporting groups:
New reporting groups are added and they are all starting with the SAF-T code they should report to.
The upgrade is testing if the company should be VAT-exempt and if the following taxes have 0,00 rate, it will be considered as VAT-exempt.
(01,02,03 old from 2016) and (3,4,5,9,14 new in 2017).
If the company was a part of the upgrade in 2017, the customer zones and supplier zones are not using the old from before 2017.
The customer zones are:
01-> 04
02-> 05
03-> 03
The supplier zones are:
01-> 10
02-> 11 or 12
01R-> 13
If you are still using the old zones with the same ones for customers and suppliers, the mapping between VAT and zones will not be created.
If you do not have the new VAT categories representing the SAF-T, the mapping between VAT and VAT categories will not be created.
If you have created a code that is going to be used as a new one, the new code will get the suffix 'I'.
For example, if you have added code 20, the new code '20' will be '20I'
The AutoInvoice settings (CS10250S) need to be adjusted when you start processing invoices for 2022 in Invoice Inbox (AP50604S). |
Accounting |
Reporting to Government |
8.76 |
2021-12-10 |
Change |
All |
| Warning in VAT report (NL) when using supplementary report with negative amounts |
Earlier, when using a supplementary VAT report in the Netherlands, with negative amounts below the limit amount 1,000.00, the warning was not correct in the next VAT period. This has now been fixed. |
Accounting |
Reporting to Government |
8.77 |
2021-12-20 |
Bug |
All |
| Two new parameters available in CashTransaction endpoint |
Two new parameters "pageNumber" and "pageSize" are now available in the CashTransaction endpoint on the GET operation. These filters should be used by our integrators to have a more efficient integration. |
API |
Cash Management |
8.77 |
2021-12-20 |
Change |
All |
| Intrastat location for dispatch |
Earlier, there was an issue with location and dispatch for Intrastat. Now, if the location is in the EU for a dispatch, it will be collected in the Prepare intrastat (TX50800S) window. |
Purchase To Pay |
Intrastat |
8.77 |
2021-12-20 |
Bug |
All |
| Purchase orders with discounts showing correctly on project's commitments tab |
Purchase orders with discounts were not showing the correct value for the order total field in the Project (PM301000) window on the Commitments tab.
This has now been fixed. |
Accounting |
Project |
8.77 |
2021-12-20 |
Bug |
All |
| Changes in Approval Editor to improve performance |
The performance of the Approval Editor has been improved by a number of changes, but the functionality itself has not changed. |
Purchase To Pay |
Approval |
8.77 |
2021-12-20 |
Change |
All |
| New report All unreleased documents with VAT (GL65603S) |
To improve the performance of the report All unreleased documenta (GL65601S), the report is now used only to show all unreleased documents. It's available from the menu and linked from the close financial periods windows.
The new report All unreleased documents with VAT (GL65603S) is available from the menu and linked from the Prepare VAT report (TX501000) window. This report is only showing unreleased documents with VAT. |
Accounting |
Registration |
8.77 |
2021-12-20 |
Change |
All |
| Warning on VAT impact in Norwegian companies in Prepare for closing when moving older invoices to 2022 |
In the Prepare for closing (AP50700S), window, when you move invoices to 2022, there will be a warning regarding that the VAT codes will not be correctly updated to the new VAT codes valid from 2022. It is recommended to manually change the date for the invoice to be in 2022 to receive the correct VAT code. |
Accounting |
Reporting to Government |
8.77 |
2021-12-20 |
Change |
All |
| Description of codes in VAT (TX205000) supporting 100 characters |
Earlier, there was a limitation of 60 characters in the VAT description. This has now been fixed so that it is 100 characters. |
Accounting |
Reporting to Government |
8.77 |
2021-12-20 |
Bug |
All |
| Email account access right restrictions not working correctly |
In the Email account access (SM201050) window, when using row level security for the company's email accounts, you were able to select an email account you should not have access to in many of the windows.
This has now been fixed. |
General |
System Service |
8.77 |
2021-12-20 |
Bug |
All |
| Item description missing in Inventory summary (IN401000) |
Earlier, the Inventory summary inquiry (IN401000) was missing columns for item description. This has now been fixed. |
Order To Cash |
Inventory |
8.77 |
2021-12-20 |
Bug |
All |
| Creation of manual payments on corrected invoices in Supplier payments prevented |
Earlier, you were able to create manual payments on corrected invoices in the Supplier payments (AP302000) window. This has now been prevented and fixed so that the original invoice that has been corrected is not displayed in the Supplier payments window when linking documents. |
Purchase To Pay |
Supplier Ledger |
8.77 |
2021-12-20 |
Bug |
All |
| Delivery location not picked from customer location for invoices sent in PEPPOL format |
Earlier, when an invoice was created without a connected order and shipment and sent in PEPPOL BIS 3.0 format, in the e-invoice file the delivery address was set to the same as the invoice address. This has now been fixed so that the delivey address is picked from the customer location selected on the invoice. |
Order To Cash |
AutoInvoice Send |
8.77 |
2021-12-20 |
Bug |
All |
| Improvements and bug fixes in the inquiry Account details (GL404000) |
Drilldown from Trial balance detailed (GL632500) gave an error. This has been fixed.
The column Customer/Supplier ID showed an unexpected ID. Now the ID visible in the registers is shown.
When using the manual search, changing the period filter and doing a new manual search, the balances were incorrect. This has now been fixed.
In some situations, there was an error saying that the maximum parameters of 2100 was reached. This has also been fixed. |
Accounting |
Registration |
8.77 |
2021-12-20 |
Bug |
All |
| Edit subreports by accessing the window in the URL |
It is now possible to edit subreports again, by directly accessing the window in the URL. |
General |
Report Designer |
8.77 |
2021-12-20 |
Bug |
All |
| General ledger transactions missing in the Voucher details inquiry (GL40601S) |
Transactions for the workspace General ledger were first shown in the Voucher details inquiry (GL40601S), but after any change in the screen, for example in filtering or doing an export to Excel, these transactions were missing. This has now been fixed. |
Accounting |
Consolidation |
8.77 |
2021-12-20 |
Bug |
All |
| GET Journal transaction gave an empty response in some cases |
For JournalTransactionV2, when using the GET function for Journal transaction, the system in some cases did not read the subaccount and segments correctly and it ended in an empty response. This has now been fixed. |
Accounting |
Registration |
8.77 |
2021-12-20 |
Bug |
All |
| {*}Payment means code for e-invoices f{*}{*}or Dutch suppliers not set correctly{*} |
Earlier, for suppliers in the Netherlands, the payment means code in the PEPPOL document (invoices) sent to AutoInvoice was set incorrectly. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.77 |
2021-12-20 |
Bug |
All |
| VAT category 5 not working with VAT zone 02 |
The link to TaxZone 05 and 02 from TaxID 6 was removed in version 8.76 of Visma.net ERP. It has now beens added back with scripts. |
Accounting |
Reporting to Government |
8.77 |
2021-12-20 |
Bug |
All |
| Purchase order link and purchase receipt fixed with feature toggle |
Purchase order link and purchase receipt have been fixed and set behind a feature toggle. |
Purchase To Pay |
Purchase Order |
8.78 |
2022-01-04 |
Bug |
All |
| Trace transactions in Create purchase orders (PO505000) window |
In audit trail, it is now possible to trace transactions in the Create purchase orders (PO505000) window.
The table name is InItemPlan. The plan ID can now be seen on sales order and purchase order. It is also tracked in the Create purchase orders (PO505000) window for the audit trail. |
Purchase To Pay |
Purchase Order |
8.78 |
2022-01-04 |
Bug |
All |
| Invoice fee an own row when receiving invoices through AutoInvoice |
Invoice fee is now added as an own row to the invoice when reveiving invoices through AutoInvoice. |
Purchase To Pay |
AutoInvoice Receiving |
8.78 |
2022-01-04 |
Bug |
All |
| Not possible to specify PEPPOL information in Location endpoint in API |
Earlier, there was no reference to PEPPOL scheme information in the Location endpoint for GET, PUT, POST operations. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.78 |
2022-01-04 |
Bug |
All |
| Balance and drilldown related to Account details (GL404000) |
When you opened the Account details (GL404000) inquiry and added an account in filtering, the balances were not shown correctly before refreshing or updating the window. This has now been fixed.
When doing a full drilldown from Balance and Profit & loss reports (ARM reports), via General ledger details (CS600000) to Account details (GL404000), the rows did not contain any data in the inquiry. This has also been fixed. |
Accounting |
GL Reconciliation |
8.78 |
2022-01-04 |
Bug |
All |
| Extended Customerinvoice endpoint to support SendToAutoinvoice functionality |
There is a new endpoint "api/v1/customerinvoice/{customerInvoiceNumbe}/action/sendToAutoInvoice" to support the created SendToAutoinvoice functionality. |
Order To Cash |
AutoInvoice Send |
8.78 |
2022-01-04 |
Change |
All |
| Extended CustomerCreditNote endpoint to support SendToAutoInvoice functionality |
There is a new endpoint "api/v1/customerCreditNote/{creditNoteNumber}/action/sendToAutoInvoice" to support the created SendToAutoinvoice functionality. |
Order To Cash |
AutoInvoice Send |
8.78 |
2022-01-04 |
Change |
All |
| Extended CustomerDebitNote endpoint to support SendToAutoInvoice functionality |
There is a new endpoint "api/v1/customerDebitNote/{debitNoteNumber}/action/sendToAutoInvoice" to support the created SendToAutoinvoice functionality. |
Order To Cash |
AutoInvoice Send |
8.78 |
2022-01-04 |
Change |
All |
| Critical timeout when preparing stocktaking (IN504000) |
Earlier, there was a critical timeout when preparing stocktaking (IN504000) by using the By cycle type. This has now been fixed. |
Order To Cash |
Inventory |
8.78 |
2022-01-04 |
Bug |
All |
| Attachments added in Approval Center available in Purchase invoices window |
Attachments added in Approval Center will be available from now on in the Purchase invoices (AP301000) window as well.
You will be able to view, open, or download the documents using the Files and Show files options. Note that users with the Light User roles are not able to use the Show files option. |
Purchase To Pay |
Approval |
8.79 |
2022-01-11 |
Change |
All |
| "Files" option enabled for Light User role |
For audit purposes, the Files option has been enabled for the Light User role to view and download documents in the Purchase invoices (AP301000) window.
Note that users with the Light User role are not able to use the Show files option. |
Purchase To Pay |
Supplier Ledger |
8.79 |
2022-01-11 |
Change |
All |
| Validate only selected payment instruction in Suppliers window |
Based on customer feedback, in the Suppliers (AP303000) window the validation of payment instruction is made only for the one filled in. If more payment instructions are showing for the selected payment method, there is no longer a warning message for the empty payment instructions. |
Purchase To Pay |
Outgoing Payment |
8.79 |
2022-01-11 |
Bug |
All |
| Breaking change on Currency endpoint |
The PUT, POST and GET v1/currency/ExchangeRates methods are deprecated and will be removed on January 11th, 2022.
Start using the new methods under v2/currencyRate. |
API |
Currency Management |
8.79 |
2022-01-11 |
Change |
All |
| Correct IBAN failing validation |
In some cases, in the Validate supplier payment details (AP50950S) and Suppliers (AP303000) windows, the IBAN validation gave an error that IBAN is incorrect, even if it really was not. This has now been fixed. |
Purchase To Pay |
Outgoing Payment |
8.79 |
2022-01-11 |
Bug |
All |
| Error setting windows as favourites |
Earlier, when clicking the "star" in the Process payments (AP50300S) window to set this window as a favourite, the correct window was not marked as a favourite.
This has now been fixed. |
Architecture |
Architecture |
8.79 |
2022-01-11 |
Bug |
All |
| Error message going in loop when logging in after session timeout |
If a user session was left unused over a time and then using it again, you could get the message "Session expired, please reload the page".
When doing this, sometimes you ended up in a never ending loop during logon.
This has now been fixed. |
General |
Setup of new companies |
8.79 |
2022-01-11 |
Bug |
All |
| Invoices from sales orders get lower discountable amount and discount |
Earlier, invoices from sales orders (SO301000) got a lower "discountable amount" (and discount) in some situations. This has now been fixed. |
Order To Cash |
Sales Invoice |
8.79 |
2022-01-11 |
Bug |
All |
| Registering a sales order without an item ID |
Earlier, when trying to register a sales order (SO301000) without an item ID, you got an error message: Cannot insert the value NULL into column 'LineType', table 'ERP_FI_REAL_0016.dbo.SOLine'; column does not allow nulls. INSERT fails. The statement has been terminated.
This has now been fixed. |
Order To Cash |
Sales Order |
8.79 |
2022-01-11 |
Bug |
All |
| Changed VAT accounts for some Norwegian VAT codes |
For Norwegian VAT configuration 2022, some of the VAT codes (TX205000) on the General ledger accounts tab did not include the correct and logical accounts. For users that have not done changes to their own VAT accounts, this has now been updated for the following VAT codes: 0T, 13, 13T, 22, 31, 31U, 32, 32U, 33, 33U, 51, 52 and 5U. If it's related to, for example, high VAT, the accounts are now also the ones for high VAT. Users can still change these accounts as preferred. |
Accounting |
Reporting to Government |
8.79 |
2022-01-11 |
Bug |
All |
| User session timeout extended from 2 hours to 8 hours |
The limit for a user session to timeout has been extended from 2 hours to 8 hours. |
Architecture |
Architecture |
8.79 |
2022-01-11 |
Change |
All |
| Performance improvement on high volume API calls. |
We have done some performance improvement on API, which should lead to faster response times on high volumes API calls. |
API |
Architecture |
8.80 |
2022-01-18 |
Bug |
All |
| Breaking changes on Budget endpoint |
From January 18th 2022, the following breaking changes will be committed on GET method of the Budget endpoint:
- The Branch and Ledger filters will become mandatory. Now they are specified to be mandatory by documentation, but it is not enforced by implementation.
- The FinancialYear filter will become mandatory
- Now, the branch filter requires being specified either by branch full name (example: BranchID - BranchName), or by branch ID surrounded by quotation marks. It will be simplified to require the branch ID without any other marks. |
API |
Registration |
8.80 |
2022-01-18 |
Bug |
All |
| New layout for Norwegian VAT report |
There is a new form for the Norwegian VAT report 2022 (TX62106S), following the new regulations. |
Accounting |
Reporting to Government |
8.80 |
2022-01-18 |
Change |
All |
| "CustomerVATZone" overriden when "soShippingAddress" was included in POST for SalesOrder endpoint |
Earlier, the "CustomerVATZone" was overridden for the SalesOrder endpoint for versions V1 and V2 when "soShippingAddress" was included in the JSON string for POST. This has now been fixed. |
API |
Sales Order |
8.80 |
2022-01-18 |
Bug |
All |
| Support for Emailed field in SalesOrder endpoint |
The Emailed field is now supported in POST, PUT and GET SalesOrder, enabling integrators to update a specific sales order to reflect email communication with the customer regarding this sales order in any external system. |
API |
Sales Order |
8.80 |
2022-01-18 |
Change |
All |
| Drop-shipment sales order and change of delivery date on purchase order |
Change of delivery date in purchase orders (drop-shipment) will now update the ship on date in Sales orders for all rows. |
Purchase To Pay |
Purchase Order |
8.80 |
2022-01-18 |
Bug |
All |
| Report ID in Auto Report status (TX50500S) window |
When validating and sending VAT reports, the details about each action are found in the AutoReport status (TX50500S) window with a unique report ID. Use the filter Report ID to find the report ID that is used in the XML file as reference towards the Norwegian Tax Authorities. |
Accounting |
Reporting to Government |
8.80 |
2022-01-18 |
Change |
All |
| Autoinvoice settings updated for B2C activation service |
The outdated AutoInvoice settings for the B2C service activation have now been removed from the AutoInvoice settings (CS10250S) window. |
Order To Cash |
AutoInvoice Send |
8.80 |
2022-01-18 |
Bug |
All |
| Send B2C invoices to AutoInvoice without email address and phone number |
Earlier, it was not possible to send B2C invoices to AutoInvoice without an email address and a phone number. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.80 |
2022-01-18 |
Bug |
All |
| Improved performance on SupplierInvoice endpoint |
To improve the performance on GET operations, some refactoring has been done in the SupplierInvoice endpoint. |
API |
Supplier Ledger |
8.80 |
2022-01-18 |
Bug |
All |
| New column for attachment in AutoReport status (TX50500S) |
In the AutoReport status (TX50500S) window, there is a new column for attachments. |
Accounting |
Reporting to Government |
8.80 |
2022-01-18 |
Change |
All |
| Duplicate tab reverts to start page |
Sometimes, when you used the browser functionality to duplicate a tab, or CTRL+click on a menu item, the new tab was not opened with the same window ID as the parent tab.
This has now been fixed. |
General |
Setup of new companies |
8.80 |
2022-01-18 |
Bug |
All |
| Outdated B2C functionality for customer phone number removed in Customer ledger preferences |
Earlier, in the Customer ledger preferences (AR101000) window, on the AutoInvoice settings tab, the outdated Customer phone number field was available for the B2C functionality. This field has now been removed. |
Order To Cash |
AutoInvoice Send |
8.80 |
2022-01-18 |
Change |
All |
| Creation of new supplier invoices accelerated |
Earlier, if you had a lot of supplier invoices in your company, the creation of new supplier invoices took a longer and longer time. This has now been fixed. |
API |
System Service |
8.80 |
2022-01-18 |
Bug |
All |
| Error message on inactive supplier on sales to purchase |
Earlier, the Create purchase orders (PO505000) window crashed, if there was an inactive supplier on the connected sales order. This has now been fixed and the system displays an error message on an inactive supplier, if there is one. |
Purchase To Pay |
Purchase Order |
8.80 |
2022-01-18 |
Bug |
All |
| Descriptions for VAT codes (TX2050PL) missing when multilanguage is activated |
When multilanguage was activated through license and languages were set up in System locales (SM200550), the description of the VAT codes (TX2050PL) were empty. This has now been fixed. |
Accounting |
Registration |
8.80 |
2022-01-18 |
Bug |
All |
| Error in Update standard costs |
Earlier, an error occured in the Update standard costs (IN502000) window when a product was assigned to more than one warehouse. This has now been fixed. |
Order To Cash |
Inventory |
8.80 |
2022-01-18 |
Bug |
All |
| Changes in Norwegian VAT exempt VAT codes |
Earlier, the VAT codes 20, 21, 22, 51 and 52 were configured as Include in VAT taxable total. Now they are changed to Include in VAT exempt total. The VAT was reported correctly but on sales invoice documents it was not displayed correctly regarding the taxable and exempt total amounts. This has now been fixed. |
Accounting |
Reporting to Government |
8.80 |
2022-01-18 |
Bug |
All |
| Cost price and description of purchase receipts linked to purchase order |
Earlier, when you created a purchase receipt and linked it to a purchase order with API, the cost price and description were retrieved from the item and not from the purchase order rows as they should. This has now been fixed and the cost price and description are retrieved from the purchase order rows for each item. |
API |
Purchase Order |
8.81 |
2022-01-25 |
Bug |
All |
| "Use last cost if there is no available stock" not working for kit items |
Earlier, the "Use last cost if there is no available stock" option in the Sales order preferences (SO101000) window did not work for kit items. This has now been fixed. |
Order To Cash |
Sales Order |
8.81 |
2022-01-25 |
Bug |
All |
| Error when trying to copy a quote to an order |
Earlier, you sometimes got the following error when trying to copy a quote to an order in the Sales orders (SO301000) window:
Error: Cannot insert the value NULL into column ‘CreatedByID’.
This has now been fixed. |
Order To Cash |
Sales Order |
8.81 |
2022-01-25 |
Bug |
All |
| Branch endpoint uses UTC for lastModifiedDateTime |
To get a range of branches, it's possible to use the lastModifiedDateTime parameter. This is provided in the format YYYY-MM-DD HH:MM:SS and is now based on UTC time. |
API |
Branches |
8.81 |
2022-01-25 |
Change |
All |
| Unable to set City and County in Main and Invoice address via POST Customer API |
Earlier, you could not set the correct City and County in the Main and Invoice address via the POST Customer endpoint. This has now been fixed. |
API |
Customer Ledger |
8.81 |
2022-01-25 |
Bug |
All |
| Skipped and deleted discounts applied on sales invoices |
Earlier, in the Customer invoice (SO303000) window, when you opened an invoice you had prepared in the Sales orders window, the invoice balance was not what the order total was. This happened when you had applied a discount on the customer and then clicked Skip discount or deleted the discount. The deleted discount remained on the invoice.
This has now been fixed and deleted/skipped discounts aren't applied on the invoice. |
Order To Cash |
Sales Order |
8.81 |
2022-01-25 |
Bug |
All |
| Deferral schedule amount calculation when partial deductible VAT is used |
In the Deferral schedule (DR201500) window, Total amount, Deferred amount and Line amount were not calculated correctly. This has now been fixed to work in-line with each other when partial deductible VAT is used. The control amount in the header is reflecting the line amount and the expenses. On the Details tab, amounts are following the header amounts and from now on the overall balances being controlled by the header. |
Purchase To Pay |
Supplier Ledger |
8.82 |
2022-02-01 |
Bug |
All |
| Improved performance for GET inventory |
The performance of the GET inventory endpoint has been improved, leading to quicker response time. |
API |
Inventory |
8.82 |
2022-02-01 |
Change |
All |
| Wrong price selected on a customer's sales invoices in UI, API, and error in integration to Severa |
Earlier, in some circumstances the wrong price was selected on the customer's sales invoice in the UI and API, and in addition, this caused an error in the integration to Severa. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.82 |
2022-02-01 |
Bug |
All |
| Project number disappeared when changing cost account in Document Editor |
Previously, when changing a general ledger account included in an account group in Document Editor, the Project and Project task fields were reset and became empty on the invoice connected to the account.
This has now been fixed. |
Purchase To Pay |
Approval |
8.82 |
2022-02-01 |
Bug |
All |
| Performance improvements on GET Project endpoint |
The performance on the GET Project endpoint has now been improved. |
API |
Project |
8.82 |
2022-02-01 |
Change |
All |
| Status icon added on lines in AutoReport status window |
In the AutoReport status (TX50500S) window, you will now have a green tick icon on lines that have the status Accepted by government and a red one for all error statuses. Lines with other statuses don't have any tick icon. |
Accounting |
Reporting to Government |
8.82 |
2022-02-01 |
Change |
All |
| Transaction type in Voucher details inquiry (GL40601S) |
When creating a sales invoice, making a reclassification of the batch and running the Voucher details inquiry (GL40601S), the column Transaction type showed Purchase invoice instead of Sales invoice for the reclassification batch. This has now been fixed. |
Accounting |
GL Reconciliation |
8.82 |
2022-02-01 |
Bug |
All |
| Error "TaxBucketID cannot be empty" needs healing script |
Due to the new VAT changes for Norway in 2022, there is an issue with releasing or processing expense claims registered in 2022, which have expense receipts in 2021. The release process is stopped and has error message: "TaxBucketID cannot be empty". The customers that have this problem will need to contact support which can fix this issue by running a script in the Healing Service: UpdateWrongEmptyTaxBucketID. |
Accounting |
Time & Expense |
8.82 |
2022-02-01 |
Bug |
All |
| Slow performance when opening a document from list windows (screen ID postfix PL) |
Earlier, you could experience slow performance when opening a document from any list window (screen ID with postfix PL). This result depended on the total number of documents of the specific type in the company, and if the generic inquiry used for the specific list window had defined any aggregates.
This has now been resolved in a generic way, so that the opening of documents is much faster throughout the entire system. |
Order To Cash |
Sales Order |
8.82 |
2022-02-01 |
Bug |
All |
| New compression option for the API |
Earlier, only deflate and gzip compression was supported when fetching data from the API.
Now Brotli compression has also been added.
It can be used by adding the following Request Header:
Accept-Encoding: br
Brotli algorithm is better than gzip and deflate and will improve API performance when used. |
API |
Architecture |
8.82 |
2022-02-01 |
Change |
All |
| New possibility to add account and subaccount directly in bank rules |
There are two new fields in the Bank transaction rules (CA204500) window, Default offset account and Default offset subaccount. The account and subaccount are copied from the entry type, but they can be overridden on the bank rule. If no account or subaccount is entered on the bank rule, the system will retrieve them from the entry type. |
Accounting |
Cash Management |
8.83 |
2022-02-08 |
Change |
All |
| Unhide/Hide in CA306000 and AR305000 not working as expected |
Earlier, the Hide checkbox was not selected properly when a line was not selected first. This problem has now been fixed in the Process incoming payments (AR305000) and Process bank transactions (CA306000) windows. |
Accounting |
Cash Management |
8.83 |
2022-02-08 |
Bug |
All |
| Validation for NL VAT report when using revisions and multiple tax agencies |
When using more than one tax agency and creating VAT report revisions in the Process VAT report (TX502000) window, there were in some cases a calculation error, not related to rounding. It was not possible to send the VAT report because of a failing validation from AutoReport. This has now been fixed. |
Accounting |
Period and Year End |
8.83 |
2022-02-08 |
Bug |
All |
| Hidden window TX40501S for correcting suspended VAT IDs for 2022 |
A hidden window has been created where you can correct suspended VAT IDs to VAT IDs valid for 2022.
The ID of this window is TX40501S and you have to enter it into the URL to access it.
In this window, you will only be able to see and correct suspended VAT IDs. You'll find more information in the community. |
Accounting |
Reporting to Government |
8.83 |
2022-02-08 |
Change |
All |
| VAT ID 32U removed by the authorities |
VAT code 32U "Mva pliktig uttak fisk og maritime viltlevende ressurser" was implemented together with the new VAT report for Norway 2022 and is now not valid as code.
The code has not removed, the VAT category has just been set inactive and the VAT ID has been suspended from 02.11.2021.
The report lines are disabled by update of the From and To VAT period to 202200. |
Accounting |
Reporting to Government |
8.83 |
2022-02-08 |
Bug |
All |
| Supplier validation in Invoice inbox |
Earlier, if a hyphen or space was used in the fields on payment details, organisation number, or VAT number, you got a warning in Invoice inbox (AP50604S) that the supplier should be updated. This has now been fixed. |
Purchase To Pay |
AutoInvoice Receiving |
8.84 |
2022-02-15 |
Bug |
All |
| Non-stock kit and Intrastat reporting |
Earlier, there were issues with reporting non-stock item kit components on Intrastat report (TX50800S). This has now been hidden behind a feature toggle and is not visible to the users yet. |
Purchase To Pay |
Intrastat |
8.84 |
2022-02-15 |
Bug |
All |
| Print VAT report button added in Process VAT report window (TX502000) |
A new dropdown button Reports with option Print VAT report is implemented in Process VAT report (TX502000) window.
Printing the report from this window will use all the settings in the window and make it easier to print a correct report.
The report used is depending on the selected company's country, so if you have activated mulit-branch support and created companies with different countries, it will print the report for the company's country.
NO - Norwegian VAT report also depending on before and after 2022
SE - Swedish VAT report
FI - Finnish VAT report
NL - Dutch VAT report
All other countries - Standard VAT report |
Accounting |
Reporting to Government |
8.84 |
2022-02-15 |
Change |
All |
| All country specific VAT reports available in all countries |
All country specific VAT reports are available in all countries since you are now able to create tax reports for other counties.
It's important that the reports contain the same VAT box number and texts as in the country of origin for the created report. |
Accounting |
Reporting to Government |
8.84 |
2022-02-15 |
Change |
All |
| Import of journal transactions with reference number in import scenario |
When importing journal transactions (GL301000) with an import scenario, when the reference number was set to a different number than the batch number, the reference number was still set to the batch number. This has now been fixed and the reference number is set from the import scenario. |
Accounting |
Registration |
8.84 |
2022-02-15 |
Bug |
All |
| Validate Norwegian VAT report in Process VAT report (TX502000) before sending |
From version 8.84 on, there is a new status for Norwegian VAT report. When a VAT report is sent for validation, the report status is "Validation requested". This is applicable only for Norway. |
Accounting |
Reporting to Government |
8.84 |
2022-02-15 |
Bug |
All |
| New specification for adjustment of VAT code 81 added to Norwegian companies |
The Tax authorities have added a specification for adjustment for VAT code 81 and this code has been added with the VAT category 81J and belonging VAT ID's 81J and 81JR. The license for reporting this new code has been added to the tax report and tax groups. |
Accounting |
Reporting to Government |
8.84 |
2022-02-15 |
Change |
All |
| Currency effective date in Currency revaluation windows |
The suggested Currency effective date for the windows Revalue general ledger accounts (CM506000), Revalue supplier accounts (CM504000), and Revalue customer accounts (CM505000) were set to, for example, 30/01/2022 instead of expected 31/01/2022. This has now been fixed. |
Accounting |
Currency Management |
8.84 |
2022-02-15 |
Bug |
All |
| Claim date validation from Expense Inbox not working |
In Expense Inbox, the validation for expense claims that have their claim date in a closed or inactive period was not working. This has now been fixed and it is now possible to solve the error by using one of the options:
- either activate the period
- or mark the setting “Allow posting to closed periods” in General ledger preferences (GL102000)
- or mark the setting “Move invoice in the next open/active period in Supplier ledger preferences (AP101000)." |
Accounting |
Time & Expense |
8.84 |
2022-02-15 |
Bug |
All |
| *GET CustomerInvoice endpoint returns* *the same value for* *fields 'originatorDocRef' and 'contractorDocRef'.* |
Earlier, when using the GET customerinvoice endpoint, the fields originatorDocRef and contractorDocRef got the same value. This has now been fixed. |
API |
Customer Ledger |
8.84 |
2022-02-15 |
Bug |
All |
| The performance of the GET Supplier Invoice endpoint has been improved |
The performance of the GET Supplier Invoice endpoint has been improved, leading to quicker response time. This has been in pilot testing for 2 weeks now and will be enabled for all customers with version 8.84.0 of Visma.net ERP. |
API |
Supplier Ledger |
8.84 |
2022-02-15 |
Change |
All |
| VAT IDs for Loss on claims updated with correct account for sales |
VAT IDs for Loss on claims are updated with the correct account for sales and are handled with the same accounts as for purchase.
0T has changed from 2700 to 2710
1T has changed from 2701 to 2711
11T has changed from 2703 to 2713
12T has changed from 2703 to 2713
13T has changed from 2704 to 2714 |
Accounting |
Reporting to Government |
8.84 |
2022-02-15 |
Bug |
All |
| Validation of the new VAT report for Norway |
Validation and sending the new VAT report 2022 for Norway had been implemented and you can now validate a prepared report before closing the report and it will only be validated, not sent.
When sending, it will also be validated and only reports that are validated successfully will be sent to Altinn.
The authentication in AutoReport has been changed and the SMS verification has been replaced with MinID and BankID. |
Accounting |
Reporting to Government |
8.84 |
2022-02-15 |
Bug |
All |
| New parameter for filtering and sorting of documents via SupplierInvoice endpoint |
Document "Status" has been added as a filtering parameter via the SupplierInvoice endpoint to improve filtering and sorting of documents in Visma.net ERP. |
API |
Supplier Ledger |
8.85 |
2022-02-22 |
Change |
All |
| Document went out of balance after several split/undo split invoice lines in Approval Editor |
Earlier, after several split/undo split invoice lines in Approval Editor, the document went out of balance.
This has now been fixed. |
Purchase To Pay |
Approval |
8.85 |
2022-02-22 |
Bug |
All |
| *Empty ARM report with the setting Require from branch activated* |
Earlier, there was an error where the ARM report with the setting Require from branch was activated and the report was empty. This has now been fixed and you should be able to use the filter for From branch to report a single branch. |
Accounting |
Registration |
8.85 |
2022-02-22 |
Bug |
All |
| New parameter in Profit & Loss and Balance reports (ARM) for improved performance |
In the Report definitions (CS206000) window, there is new parameter "Account type". It includes the options All, Asset/Liability, Income/Expense, Asset, Liability, Income, and Expense.
Depending on the report and data, the improvement is about 20% when this parameter is used. In new companies the values are preconfigured. It is recommended to set the value for the ARM reports you are currently using in existing companies.
- For the Balance reports, use Asset/Liability.
- For Profit & Loss reports, use Income/Expense.
- For combined reports, use All for Account type.
In case unit sets are used, filtering is based on both this parameter Account type and the unit set settings, so it's recommended to check that these parameters do not have any counter-conflict, so that an empty report is shown. |
Accounting |
Registration |
8.85 |
2022-02-22 |
Change |
All |
| Balances in Trial balance summary report (GL63200S) |
Earlier, the line with the total summary of all the beginning and ending balances in the Trial balance summary (GL63200S) report was not correctly calculated. This has now been fixed. |
Accounting |
Registration |
8.85 |
2022-02-22 |
Bug |
All |
| Performance improved on the Fixed asset - net value (FA613000) report |
The performance of the Fixed asset - net value (FA613000) report has been improved so that it works faster even with big data. |
Accounting |
Fixed Assets |
8.85 |
2022-02-22 |
Bug |
All |
| Performance improved on SAF-T report |
There have been changes in how data are retrieved from the database, which will improve the performance of the SAF-T report (TX50600S). |
Accounting |
Reporting to Government |
8.85 |
2022-02-22 |
Change |
All |
| Wrong account number added on child items after saving in Approval Editor |
Earlier, when splitting an invoice line in Approval Editor, the child item was updated with the wrong account number after saving.
This has now been fixed. |
Purchase To Pay |
Approval |
8.85 |
2022-02-22 |
Bug |
All |
| Supplier information missing in Sales orders (SO301000) window |
Earlier, when you created a sales order with a stock item that had a default supplier defined, the supplier information was not retrieved to the order.
This has now been fixed and supplier information (name and ID) is displayed for items with a default supplier. |
Order To Cash |
Sales Order |
8.85 |
2022-02-22 |
Bug |
All |
| Delivery address not inherited from customer location |
Earlier, in some rare scenarios when creating a sales order, the system inherited a no longer valid delivery address from the customer location. This has now been resolved. |
Order To Cash |
Sales Order |
8.85 |
2022-02-22 |
Bug |
All |
| 401 Unauthorized error message on $Batch endpoint |
For a while, batch http requests to api/v1/$batch have failed with 401-Unauthorized. The workaround has been to set authentication and authorization headers on every sub request. This has now been fixed so that all headers from main request will be copied to every sub request if they are not already present. |
API |
Architecture |
8.85 |
2022-02-22 |
Bug |
All |
| General ledger transactions with VAT showing unposted transactions correctly |
Earlier, General ledger transaction with VAT (TX40500S) contained an error when transactions were released but not posted and these transactions were included when the Posted transactions check box was selected.
This has now been changed so that transactions with the Not posted status will only be displayed if you uncheck this column. |
Accounting |
Reporting to Government |
8.85 |
2022-02-22 |
Bug |
All |
| Notes in Process VAT report (TX502000) |
When adding a note in the header or on a line in the Process VAT report (TX502000) window, it was not saved after the period was closed. This has now been fixed. |
Accounting |
Reporting to Government |
8.85 |
2022-02-22 |
Bug |
All |
| Cost price and description of purchase receipts linked to purchase order |
Earlier, when you created a purchase receipt and linked it to a purchase order with API, the cost price and description were retrieved from the item and not from the purchase order rows as they should. This has now been fixed and the cost price and description are retrieved from the purchase order rows for each item.
Fix is deployed under a feature toggle. |
API |
Purchase Order |
8.86 |
2022-03-01 |
Bug |
All |
| General ledger sales accounts not visible in Warehouses (IN204000) window |
Earlier, the sales accounts Sales - non-taxable account, Sales - EU account and Sales - export account were not visible in the Warehouses (IN204000) window. This has now been fixed. |
Order To Cash |
Inventory |
8.86 |
2022-03-01 |
Bug |
All |
| Performance improvement in Create purchase order window |
There are several fixes in the performance of the Create purchase order (PO505000) window.
There is a new check box "Show details. If you select it, supplier prices, currency ID, weight, and volume will be shown.
Check box for "Exclude lines without supplier" will be selected by default when opening the window. If you uncheck it, all rows with no supplier will be shown together with the rows with a supplier. |
Purchase To Pay |
Purchase Order |
8.86 |
2022-03-01 |
Bug |
All |
| Performance improvements on Dimension endpoints |
The performance on the following Dimension endpoints has now been improved:
GET/controller/api/v1/dimension/{dimensionId}
GET/controller/api/v1/dimension/{dimensionId}/{segmentId}
GET/controller/api/v1/dimension/{dimensionId}/{segmentId}/{valueId}
GET/controller/api/v1/dimension/{dimensionId}/{segmentId}/publicid/{publicId} |
API |
Time & Expense |
8.86 |
2022-03-01 |
Bug |
All |
| Update notes via API (PUT) on SupplierInvoice when status is "Open" |
Earlier, updating notes via API (PUT) on SupplierInvoice endpoint, when the status of the document was "Open", was not possible.
This has now been fixed. |
API |
Supplier Ledger |
8.86 |
2022-03-01 |
Bug |
All |
| Cancel AutoInvoice B2C service in Visma.net ERP |
You are now able to cancel the AutoInvoice B2C service in the UI in Visma.net ERP. |
Order To Cash |
AutoInvoice Send |
8.86 |
2022-03-01 |
Change |
All |
| New VAT related windows added to the menu |
To improve the VAT reconciliation, new windows have been added to the menu for VAT handling and control:
- VAT - Inquiries
General ledger transactions with VAT (TX40500S)
New in all countries exempt Norway
In this window you can see all General ledger transactions including the VAT information.
- Unreleased VAT transactions (TX40301S)
New in all countries
This window will show all VAT transactions that have not been processed in VAT reporting.
- Layout templates - Finance
VAT report, Norwegian 2022 (TX62106S)
New in all countries exempt Norway
This is the new VAT report for Norway for 2022, and will be used if the company is Norwegian. |
Accounting |
GL Reconciliation |
8.86 |
2022-03-01 |
Change |
All |
| Note to tax agency in Sweden when processing VAT report (TX502000) |
When processing a VAT report in Sweden there was a note to the tax agency with the text "Korrigering av moms" (Correction) for the first report with Revision 1. It should only be included in Revision 2 and higher. This has now been fixed. |
Accounting |
Reporting to Government |
8.86 |
2022-03-01 |
Bug |
All |
| Wrong "Location" URL returned after successful POST CustomerInvoice V2 request |
Earlier, the wrong "Location" URL was returned after a successful POST CustomerInvoice V2 request. This has now been fixed. |
API |
Customer Ledger |
8.86 |
2022-03-01 |
Bug |
All |
| Improved performance on GET Inventory endpoint [Pilot Testing] |
The performance of the GET Inventory endpoint has been improved, and it is currently in Pilot Testing. This will be tested by the volunteered clients. Please contact the Partner Service from your country if you would like to volunteer.
Once the pilot testing phase is completed, the improvement will be enabled for everyone. (Will be announced) |
API |
Inventory |
8.86 |
2022-03-01 |
Change |
All |
| Activate feature "Transfer Order" to the "Transfer Receipt" via Purchase Receipt endpoint |
Earlier, adding "Transfer Order" to the "Transfer Receipt" via the Purchase Receipt endpoint was not possible.
Now you are able to use POST operation via PurchaseReceipt endpoint to create transfer receipts via API. |
API |
Purchase Order |
8.86 |
2022-03-01 |
Bug |
All |
| The "Packages" field exposed via ShipmentDTO (GET Shipment) is not populated |
Earlier, the GET Shipment endpoint did not populate the "Packages" field. This has now been fixed. |
API |
Sales Order |
8.86 |
2022-03-01 |
Bug |
All |
| Norwegian VAT report 2022 (TX62106S) is printable when it's prepared |
Earlier, it was possible to print the VAT report (TX62106S) first when it had been validated or sent to AutoReport. Now you can print the VAT report when it has prepared. |
Accounting |
Reporting to Government |
8.86 |
2022-03-01 |
Bug |
All |
| Changed notes in Process VAT report (TX502000) not correctly saved |
Earlier, when adding a note to the Tax Authority in the Process VAT report (TX502000) window and afterwards removing the note, it was not correctly saved and handled during sending of the report. This has now been fixed. |
Accounting |
Reporting to Government |
8.86 |
2022-03-01 |
Bug |
All |
| "GreaterThanValue" query parameter not working with GET Shipment endpoint |
Earlier, the "GreaterThanValue" query parameter was not documented as being deprecated for the GET Shipment endpoint. This has now been fixed. |
API |
Sales Order |
8.86 |
2022-03-01 |
Bug |
All |
| Company/branch name added to the Norwegian VAT report |
When printing the new 2022 VAT report for Norway (TX62106S), the name of the company or the branch is now included in the report. |
Accounting |
Reporting to Government |
8.86 |
2022-03-01 |
Bug |
All |
| Wrong button activated in Release VAT report when closing VAT period |
Earlier, there was an error in Release VAT report (TX502000) window when closing the VAT period. The Resend button got activated instead of the Send button. This has now been fixed. |
Accounting |
Reporting to Government |
8.86 |
2022-03-01 |
Bug |
All |
| Unable to update a customer's "Invoice Address" fields via PUT Customer endpoint |
Earlier, in some circumstances, the PUT Customer endpoint did not update the customer's "Invoice Address" fields. This has now been fixed. |
API |
Customer Ledger |
8.86 |
2022-03-01 |
Bug |
All |
| Messages cut off in top panel |
The messages about new releases are no longer cut in the top panel. |
General |
Notifications |
8.87 |
2022-03-08 |
Bug |
All |
| PUT inventory endpoint does not update item values for items of type 'SubAssembly' or 'Component Part' |
Earlier, the PUT inventory endpoint did not update item values for items of type 'SubAssembly' or 'Component Part'. This has now been fixed. |
API |
Inventory |
8.87 |
2022-03-08 |
Bug |
All |
| Line note removed from purchase orders when purchase orders updated via API (PUT) |
Earlier, when updating purchase orders via API, using PUT method and PurchaseOrder endpoint, the notes were automatically removed.
This has now been fixed. |
API |
Purchase Order |
8.87 |
2022-03-08 |
Bug |
All |
| Error message when printing statement in the Customer statement history (AR404600) window |
Earlier, when clicking the 'Print statement' button in the Customer statement history (AR404600) window, an error message occurred. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.87 |
2022-03-08 |
Bug |
All |
| Improved performance on GET ALL Supplier endpoint |
The performance of the GET ALL Supplier endpoint has been improved, and it is currently in pilot testing. This will be tested by a small number of clients in the beginning. Once the pilot testing phase is completed, the improvement will be enabled for everyone. |
API |
Supplier Ledger |
8.87 |
2022-03-08 |
Change |
All |
| Add new column ValidationDate in the database + UI |
A new column 'Validation date' has been added to the Validate inventory (IN505000) window. This column shows the date when the inventory was last validated for each line. |
Order To Cash |
Inventory |
8.87 |
2022-03-08 |
Change |
All |
| Expand the filter section in the Validate inventory (IN505000) window |
The following changes have been made in the Validate inventory (IN505000) window:
-A page counter has been added to the page navigation buttons.
-A record counter has been added to the bottom of the page, which displays the total amount of records. |
Order To Cash |
Inventory |
8.87 |
2022-03-08 |
Change |
All |
| Company name in the Norwegian VAT report for 2022 and printing in a multi-branch company |
In the Norwegian VAT report (TX62106S) for 2022, company name is added after the Corporate ID.
The bug in printing of this VAT report for a company with branches balancing and with File VAT by branch selected has also been fixed. |
Accounting |
Reporting to Government |
8.87 |
2022-03-08 |
Bug |
All |
| Branch information is now available in Approval Editor |
You are now able to see branch information, as a read only field on both the header and line level in the Approval Editor. |
Purchase To Pay |
Approval |
8.87 |
2022-03-08 |
Change |
All |
| Wrong currency type when copying from Quote to Sales order |
Earlier, the system set the wrong currency type when copying from Quote to Sales order in the Sales orders (SO301000) window. This has now been fixed. |
Order To Cash |
Sales Order |
8.87 |
2022-03-08 |
Bug |
All |
| Improve the performance of the validation process |
The performance of the Validate inventory (IN505000) window has been improved by around 20%. |
Order To Cash |
Inventory |
8.87 |
2022-03-08 |
Change |
All |
| Remove non-stock items from the Validate inventory (IN505000) window |
Earlier, non-stock items were also displayed in the Validate inventory (IN505000) window. They have now been removed, since they do not need to be validated. |
Order To Cash |
Inventory |
8.87 |
2022-03-08 |
Change |
All |
| Improved performance of ARM reports for companies with large number of branches |
Earlier, when generating ARM reports in a company with a large number of branches, an timeout error message could occur. This has now been fixed. |
Accounting |
Registration |
8.87 |
2022-03-08 |
Bug |
All |
| Error in number series when numbers are greater than int (2,147,483,647) |
Earlier, for customers with large numbers in their number series (more than 2,147,483,647), saving of documents resulted in an error message.
This has now been fixed. |
General |
System Service |
8.87 |
2022-03-08 |
Bug |
All |
| Error with number series containing "-" or "+" |
Earlier, when users had number series containing "-" or "+", they got error message:
Error casting nvarchar to bigint.
This has now been fixed. |
Architecture |
Architecture |
8.87 |
2022-03-08 |
Bug |
All |
| SAF-T included unposted transactions at transaction level but not in account balance |
Earlier, there was an error in sending unposted or balanced transactions in the SAF-T file for Norway. This has now been fixed and these transactions are excluded from the report.
You will now get an error message that you have unposted and/or balanced transactions and you have to process them.
You can download the file with these transactions but sending to Altinn will not be possible before the unposted transactions are processed and the balanced batches are released, deleted, or moved to another year/period. |
Accounting |
Reporting to Government |
8.88 |
2022-03-15 |
Bug |
All |
| Performance improvement in ARM reports |
Improvements have been made related to how data is retrieved for Profit & Loss and Balance reports. |
Accounting |
Registration |
8.88 |
2022-03-15 |
Bug |
All |
| Timeout in the Prepare stocktaking (IN504000) window |
Earlier, the Prepare stocktaking (IN504000) window timed out in some cases when using the Generation method "By movement class" and selecting the "By frequency" check box. This has now been fixed. |
Order To Cash |
Inventory |
8.88 |
2022-03-15 |
Bug |
All |
| Improved performance on GET ALL CustomerPayment endpoint |
The performance of the CustomerPayment endpoint has been improved. |
API |
Customer Ledger |
8.88 |
2022-03-15 |
Bug |
All |
| Error message from Altinn when sending VAT report and error file as attachment on AutoReport status |
The error message from Altinn when sending a VAT report having errors is now working and you will get the error file as an attachment to the AutoReport status. In addition, you see the error messages in a text box and the errors referring to a VAT code are also shown on each line in the Message column.
The receipt attachment will also be attached to the AutoReport status line. |
Accounting |
Reporting to Government |
8.88 |
2022-03-15 |
Bug |
All |
| Not possible to add or edit an activity, or open the Non-stock items window. |
Earlier, you were not able to add or edit an activity in the Customers (AR303000), Suppliers (AP303000) and Projects (PM301000) windows. Also, the Non-stock items (IN202000) window did not open correctly when clicking the link in the Item ID field in the Purchase orders (PO301000) and Sales orders (SO301000) windows. These have now been fixed. |
General |
General |
8.88 |
2022-03-15 |
Bug |
All |
| New Background API functionality |
Now you can invoke all API endpoints available at Visma.net ERP API documentation in an asynchronous mode by using the new Background API functionality. You find the documentation including sample code in the Developer Community. |
API |
Architecture |
8.88 |
2022-03-15 |
Change |
All |
| Window title changes in Swedish |
The following changes have been made in Swedish:
- The Sales order preferences (SO101000) window title has been changed from "Försäljningsordrar" to "Inställningar försäljningsorder".
- The Sales order list (SO40101S) window title has been changed from "Försäljningsorder" to "Lista försäljningsorder". |
Order To Cash |
Content |
8.88 |
2022-03-15 |
Change |
All |
| Window title change in Swedish |
The Swedish title of the Purchase order list (PO40100S) window has been changed from "Inköpsorder" to "Lista inköpsorder". |
Purchase To Pay |
Content |
8.88 |
2022-03-15 |
Change |
All |
| Allow purchaseReceipt action addPurchaseOrder to add purchase orders of type drop-ship |
Earlier, you were not able to add drop-shipments to Poreceipt through POST/controller/api/v1/PurchaseReceipt/{receiptNumber}/action/addpurchaseorder. This has now been fixed by adding orderType to the JSON-file:
{
"purchaseOrders": [
{
"orderNbr": "string",
"orderType": "RegularOrder"
}
]
}
OrderType needed to be changed to DropShip to get drop-shipments to work. |
API |
Purchase Order |
8.89 |
2022-03-22 |
Bug |
All |
| Missing link to batch for released documents |
Earlier, in some situations, invoices already released and having a general ledger batch created in the Voucher list (GL40600S) window remained stuck in the Balanced status with no link to the general ledger batch in the Sales invoices (AR301000) window.
This has now been fixed and the solution is currently deployed under a feature toggle. |
Order To Cash |
Sales Invoice |
8.89 |
2022-03-22 |
Bug |
All |
| Possible to insert invalid value in "type" when using PUT Inventory endpoint and make the item invalid |
Earlier, it was possible to insert an invalid value in "type" when using the PUT Inventory endpoint. This has now been fixed. |
API |
Inventory |
8.89 |
2022-03-22 |
Bug |
All |
| Error "Please release the inventory issue "xx" before releasing Invoice" |
Earlier, releasing an invoice caused an error if there was a stock item with zero quantity in a kit. This has now been fixed. |
Order To Cash |
Sales Invoice |
8.89 |
2022-03-22 |
Bug |
All |
| Account and subaccount combination in restriction groups not working via API SupplierInvoice endpoint (POST) |
Earlier, creating a document via the API SupplierInvoice endpoint (POST) using an account and subaccount combination existing in a restriction group configured within Visma.net ERP was not possible.
This has now been fixed. |
API |
Supplier Ledger |
8.89 |
2022-03-22 |
Bug |
All |
| Warning on documents from 2021 not processed in a tax report in 2021 |
A warning message will be shown in the Prepare VAT report (TX501000) and Process VAT report (TX502000) windows when you process VAT reports in 2022 and there are documents from 2021, which have not been processed in a tax report in 2021.
In this case these documents can have a wrong VAT code and will not be included in the VAT report for 2022.
So when getting this message, you should follow the link and find out how to handle these documents.
There is a hidden window Change suspended VAT code (TX40501S) where you can correct the old transactions. |
Accounting |
Reporting to Government |
8.89 |
2022-03-22 |
Change |
All |
| Metadata file not created for Peppol sending when there's no e-invoice address specified for the customer |
Earlier, the metadata file was not created for Peppol sending when there was no e-invoice address specified for the customer. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.89 |
2022-03-22 |
Bug |
All |
| RoundingDifference omitted when using SupplierInvoice endpoint (POST) |
Earlier, in some circumstances, the RoundingDifference amount was omitted when creating an invoice via the SupplierInvoice endpoint (POST).
This has now been fixed and the solution is under a feature toggle. |
API |
Supplier Ledger |
8.89 |
2022-03-22 |
Bug |
All |
| Download VAT report as XML file to AutoReport |
Download XML file is added to the Reports menu in the Process VAT report (TX502000) window and it will download the XML file Visma.net ERP is sending to AutoReport. This report cannot be uploaded to the authority's portals because it's not in the correct format.
This will mostly be used for support purposes so that it is possible to verify what is sent to AutoReport.
The report for Norway from 2022 is created in the correct format but not prepared for manual upload to Altinn. |
Accounting |
Reporting to Government |
8.89 |
2022-03-22 |
Change |
All |
| Change suspended VAT changed to handle transactions created in 2021 but reported in 2022 |
The Change suspended VAT (TX40501S) window has been changed to handle transactions that have been created in 2021 but will be reported in 2022.
It will show transactions where the VAT is suspended 31.12.2021 and also codes where the report group has been changed in 2022.
This is applicable only for Norwegian companies that were created before version 8.72. |
Accounting |
Reporting to Government |
8.89 |
2022-03-22 |
Change |
All |
| VAT reporting group for VAT ID 12T corrected for upgraded Norwegian customers |
Earlier, the new VAT ID 12T was using a wrong reporting group for 11T. This has now been fixed and updated for all customers having that error. |
Accounting |
Reporting to Government |
8.89 |
2022-03-22 |
Bug |
All |
| Lookup from Process VAT report opening VAT report details open with correct company/branch |
Earlier, in a multi-branch company when you clicked on an amount in the Prepare VAT report (TX501000) window, the VAT details window opened with the company selected in the Company selector. This has now been fixed and it opens the window with the company/branch from the Process VAT report (TX502000) window. |
Accounting |
Reporting to Government |
8.89 |
2022-03-22 |
Bug |
All |
| Change in MaxPageSize for the GET Inventory endpoint |
MaxPageSize for GET Inventory will be set to 5000 from 1 April 2022. |
API |
Inventory |
8.89 |
2022-03-22 |
Change |
All |
| Norwegian VAT codes for withdrawal (3U, 31U, 32U, 33U, 5U) corrected |
The specification for the withdrawal VAT codes is corrected from utakk to uttak and will be validated correctly when sent to Altinn. |
Accounting |
Reporting to Government |
8.89 |
2022-03-22 |
Bug |
All |
| Validate syntax of provided webhook address in API request with erp-api-background |
Earlier, the webhook address provided in the erp-api-background request header has not been validated, therefore, it was causing an exception if a bad URL was provided. This has now been fixed. |
API |
Architecture |
8.89 |
2022-03-22 |
Change |
All |
| Improved performance on GET ALL Supplier endpoint |
The performance of the GET ALL Supplier endpoint has been improved. The pilot testing phase is now completed, the improvement which has been deployed under a feature toggle is now enabled for all customers in production. |
API |
Supplier Ledger |
8.89 |
2022-03-22 |
Change |
All |
| Generic inquiries with Total aggregate function on columns with hour:min format |
Earlier, in generic inquiries, when using the Total aggregate function on columns with hour:min format, the total value was not displayed in this format. This has now been fixed. |
General |
Setup of new companies |
8.90 |
2022-03-29 |
Bug |
All |
| Not possible to import from Excel with different values for Break quantity |
Earlier, in the Sales price worksheets (AR202010) window, it was not possible to import from Excel when different Break quantity values were set for the same item. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.90 |
2022-03-29 |
Bug |
All |
| System using wrong sales account on sales order depending on order type |
There were different scenarios when creating a sales order with item or without item.
- In scenario 1 when using customer location, sales account was set from posting class or customer location.
- In scenario 2 when using posting class, sales account was set from posting class or customer location.
- In scenario 3 when using warehouse, sales account was set from posting class or customer location.
- In scenario 4 when using reason code, sales account was set from posting class or customer location.
Now the sales order lines have been fixed to match the right sales accounts. |
Order To Cash |
Sales Order |
8.90 |
2022-03-29 |
Bug |
All |
| Transactions excluded from the Convert purchases to assets window |
In the Convert purchases to assets (FA504500) window, the following transactions will not be displayed any more:
- Reversed transactions: the information that it is reversed is in the debit adjustment document of the original document
- Reclassified transactions: if the reclassified transaction is on another account, the transaction won't be displayed when choosing the reclassified account and when choosing the original account.
If the reclassified transaction is not on another account, the information from the reclassification transaction will be displayed.
- Corrected transactions via the Correct action: only the corrected transaction will be displayed. |
Accounting |
Fixed Assets |
8.90 |
2022-03-29 |
Bug |
All |
| Expense - ERP integration supporting reversed charge on expense receipts |
Starting from this version, reverse charge on expenses (services bought abroad) is supported. To implement this functionality, the following settings have to be applied (based on Norwegian template): In the Non-stock items (IN202000) window, set item class to 8 (services). Check whether the right GL accounts are set on the General ledger accounts tab. Set the item type to Expense and mark the item as Reverse charge item. When a reverse charge item is received in the Expense inbox (EP50604S) for a service bought abroad, the processor has to select the right VAT zone: 13 (Services brought abroad). When processed, the purchase invoice will contain the Tax IDs 86 and 86R and the tax is not calculated from the gross amount. When the service is bought domestic, it is handled as a normal expense item in the Expense inbox. |
Accounting |
Project |
8.90 |
2022-03-29 |
Bug |
All |
| Error in opening and closing balances for some accounts in SAF-T report |
Earlier, when reporting SAF-T with only one or two periods in the middle of the year, the opening and closing balances were wrong on accounts that only had a movement with one of the subaccounts. Then it showed only the opening and closing balance for that account/subaccount combination.
This error has now been fixed and the opening and closing balance are correct for the selected period(s). |
Accounting |
Reporting to Government |
8.90 |
2022-03-29 |
Bug |
All |
| Variance quantity not affected after import with Physical quantity set to 0 |
Earlier, when importing records from a file in the Stocktaking review (IN305000) window, the Variance quantity was not correctly updated. This has now been fixed. |
Order To Cash |
Inventory |
8.90 |
2022-03-29 |
Bug |
All |
| Error message in validating/sending a report again due to previous validating/sending returned with error |
Earlier, there was an error sending a Norwegian VAT report for 2022 where corrections had been made due to missing information and no values had been changed. This has now been fixed and the report can be validated or sent/resent again without the error.
The message was: Posten oppdaterer "SigmaGovPortalReort" resulterte i minst en feil. Kontroller feilene. Avvist av Altinn. |
Accounting |
Reporting to Government |
8.90 |
2022-03-29 |
Bug |
All |
| Cash return with credit amount appears with positive taxable and VAT amount in VAT control screens |
Earlier, credit amounts showed the tax amounts with a positive amount in the following windows and SAF-T report:
General ledger transactions with VAT (TX40500S)
VAT account control summary (TX40300S)
VAT account control details (TX40400S)
This has now been fixed and the amounts are negative. |
Accounting |
Reporting to Government |
8.90 |
2022-03-29 |
Bug |
All |
| Shipment confirmation process sets shipments in status Confirmed even if the process failed |
Earlier, the shipment confirmation process sometimes set shipments in the Confirmed status, even though the process failed. This has now been fixed. |
Order To Cash |
Sales Order |
8.90 |
2022-03-29 |
Bug |
All |
| Norwegian VAT report validation errors updated when corrected and validated again |
Validation messages on the report lines for a Norwegian VAT report done in 2022 are now deleted and new messages are added when you run a later validation or have sent the report successfully to Altinn. |
Accounting |
Reporting to Government |
8.90 |
2022-03-29 |
Bug |
All |
| One-step transfers resulting in incorrect values for availability in warehouse |
Earlier, one-step transfers would sometimes result in incorrect stock values. This has now been fixed with the new O2C_TransfersDataInconsistencyImprovement feature. |
Order To Cash |
Inventory |
8.91 |
2022-04-05 |
Bug |
All |
| New handling of subaccount segments in Post JournalTransactionsV2 |
In the Post JournalTransactionsV2 it is now possible to provide subsets of the subaccount segments. The omitted segments will be assigned the default values as specified in the General ledger preferences (GL102000) window. For transaction lines including a cash account, the default subaccount as specified in the Cash accounts (CA202000) will be applied. |
API |
Registration |
8.91 |
2022-04-05 |
Change |
All |
| The setting "Use the first AutoInvoice attachment to view invoice" for PEPPOL invoices is not inherited from customer class 1 to new customers |
Earlier, the PEPPOL invoices setting "Use the first AutoInvoice attachment to view invoice" was not inherited from customer class 1 to new customers. This has now been fixed. |
Order To Cash |
Customer Ledger |
8.91 |
2022-04-05 |
Bug |
All |
| New Report button clickable in Process VAT report window |
You can now click the new Report button in Process VAT report (TX502000) window anywhere on the button and the drop-down list will appear correctly. |
Accounting |
Reporting to Government |
8.91 |
2022-04-05 |
Bug |
All |
| Breaking change on Inventory endpoint for GET operation |
Paging has been enforced on Inventory endpoint.
The default page size is set to 5000.
If you do not specify a page size, you will get 5000 records, and if you try to specify a higher number, you will only get 5000 records.
Example: If you do a GET ALL on Inventory, without specifying any paging, you will get the first 5000 records only.
With this improvement, ISV's are encouraged to increase their pagesize on this endpoint so that they can fetch more data in one go. |
API |
Inventory |
8.91 |
2022-04-05 |
Change |
All |
| PUT Location Endpoint returns HTTP "400" Bad request instead of "404" Not found when the asset is not found |
PUT Location endpoint will from version 8.91.0 return "404-Not found" instead of "400-Bad request" when the asset is not found. |
API |
Customer Ledger |
8.91 |
2022-04-05 |
Bug |
All |
| Error when changing project ID in Project management |
Earlier, when changing the project ID in Visma.net Project Managment service, the integration sync with Visma.net ERP was stopping and an error was displayed. This has now been fixed. |
API |
Project |
8.91 |
2022-04-05 |
Bug |
All |
| Change of company/branch name updated branch selector |
When you change a company/branch name in a multi-branch company, the branch name will also be updated in the Company/branch selector in the upper right part of the window. The name of the main company/branch must be changed in Admin. |
General |
Setup of new companies |
8.91 |
2022-04-05 |
Bug |
All |
| Validation of MVA kodes having specification lines updates the wrong line |
Earlier, there was an error updating the wrong report line when the message was for one of the specification lines like "TAPPÅKRAV", "JUSTERING", "TILBAKEFØRING", or "UTTAK".
These lines had the same MVA kode as the normal VAT code and various other messages that made it impossible to find the correct line.
A line reference from the sent report was found in the tagg so the right line is now updated with the error message. |
Accounting |
Reporting to Government |
8.91 |
2022-04-05 |
Bug |
All |
| Company name on Norwegian VAT report |
Changes have been made to the Norwegian VAT report (TX62106S) to make sure it uses the correct company name in the report. |
Accounting |
Reporting to Government |
8.91 |
2022-04-05 |
Bug |
All |
| Amount to pay/claim in the Norwegian VAT report 2022 showing 0,00 |
Earlier, there was an error where the amount to pay/claim in the Norwegian VAT report (TX62106S) 2022 showed 0,00. This has now been fixed and the correct amount is shown. |
Accounting |
Reporting to Government |
8.91 |
2022-04-05 |
Bug |
All |
| The performance of the GET Inventory endpoint improved |
The performance of the GET Inventory endpoint has been improved, leading to quicker response time. This has been in pilot testing for several weeks now and will be enabled for all customers with version 8.91.0 of Visma.net ERP. |
API |
Inventory |
8.91 |
2022-04-05 |
Change |
All |
| Incorrect syntax in converting purchases to assets |
After reclassifying a transaction from one account to another and then opening the Convert purchase to asset (FA504500) window, there was the error "Incorrect syntax near ')'". This has now been fixed. |
Accounting |
Fixed Assets |
8.91 |
2022-04-05 |
Bug |
All |
| Changes on shared report templates not saved correctly |
Earlier, when editing existing report templates that were shared, you could experience that your changes were not saved correctly.
This has now been fixed. |
General |
Setup of new companies |
8.92 |
2022-04-12 |
Bug |
All |
| Process incoming payments now using booking date as transaction date |
Due to a change in xml in February, the transaction date in the Process bank transactions (CA306000) window was taken from Value date field in the XML file. This has now been changed and the value date is now updated to the Transaction entry date field for information. |
Accounting |
Payment |
8.92 |
2022-04-12 |
Bug |
All |
| Format of phone number sent to AutoReport for VAT report |
The phone number sent to AutoReport for the VAT report is now trimmed for spaces and charters to fit within the maximum number of 14 characters. There is no warning if the phone number is more than 14 numbers.
020 - 123 45 678 will be 02012345678
+31 20 123 45 678 will be +312012345678 |
Accounting |
Reporting to Government |
8.92 |
2022-04-12 |
Bug |
All |
| Performance improvement in processing bank transactions and incoming payments |
When you click Process in the Process bank transactions (CA306000) or Process incoming payments (AR305000) window, the processing time has been significantly decreased. |
Accounting |
Cash Management |
8.92 |
2022-04-12 |
Change |
All |
| Improvements to performance when importing purchase invoice documents |
To enable better performance during import of purchase invoices, some improvements have been made in the Purchase invoices (AP301000) window.
This change will have affect to import by scenario (SM206036), and it will from now on be able to import and process purchase invoice documents with better performance and shorter times.
Due to these changes, releasing purchase invoices when importing will no longer be supported. You can release these documents in bulk in the Release supplier documents (AP501000) window or individually in the Purchase invoices (AP301000) window. If the import scenario is currently using for supplier documents, it needs to be replaced with in the Manage import scenarios (SM206025) window. |
Purchase To Pay |
Supplier Ledger |
8.92 |
2022-04-12 |
Change |
All |
| Personal settings available in the Users window |
Earlier, in the Users (SM201010) window, the fields on the tab Personal settings were only enabled if you had changed the settings under the My ERP details section.
This is now been changed so that the fields are enabled for all user records. |
General |
Setup of new companies |
8.92 |
2022-04-12 |
Bug |
All |
| Purchase invoices' due date recalculated from terms after adding purchase order receipt |
In previous versions, when a purchase order was added for an invoice in the Purchase invoices (AP301000) window, the due date and pay date were recalculated and updated following the terms.
From version 8.92.0, if the due date has been manually changed and later purchase order receipt will be added, the system will not recalculate the due date or update the payment date keeping the values inserted by the user. |
Purchase To Pay |
Supplier Ledger |
8.92 |
2022-04-12 |
Bug |
All |
| Report status in Process VAT report not updated when changing branch |
Earlier, there was an error where the reporting status was not updated when changing branch in the Process VAT report (TX502000) window. This has now been fixed and the status for the selected branch is not the first selected branch for the company. |
Accounting |
Reporting to Government |
8.92 |
2022-04-12 |
Bug |
All |
| Incorrect data on Fixed asset net value report |
Earlier, the Fixed asset net value (FA613000) report contained some incorrect data. This has now been fixed. |
Accounting |
Fixed Assets |
8.92 |
2022-04-12 |
Bug |
All |
| ProjectTransaction Endpoint(PUT/POST) with several lines sets the last occurring financialPeriod on all lines |
In previous versions, when using the Project transaction endpoint to create or update a project transaction with multiple transaction lines that have different financial periods, the project transaction was not taking into account the specified financial periods. This has now been fixed. |
API |
Project |
8.92 |
2022-04-12 |
Bug |
All |
| "Skip headers" in Import by scenario window renamed to "Include headers" |
The check box "Skip headers" in the Import by scenario (SM206036) window has been renamed to "Include headers" to accurately describe the functionality of the check box. |
Accounting |
Registration |
8.92 |
2022-04-12 |
Bug |
All |
| Account and subaccount combination in restriction groups not working via API Customer Invoice V2 endpoint (POST) |
Earlier, it was not possible to create a document via the API Customer Invoice V2 endpoint (POST), when using an account and subaccount combination existing in a restriction group configured within Visma.net ERP.
This has now been fixed. |
API |
Customer Ledger |
8.92 |
2022-04-12 |
Bug |
All |
| Account and subaccount combination in restriction groups not working via API Customer creditNote V2 endpoint (POST) |
Earlier, it was not possible to create a document via the API Customer Credit note V2 endpoint (POST), when using an account and subaccount combination existing in a restriction group configured within Visma.net ERP.
This has now been fixed. |
API |
Customer Ledger |
8.92 |
2022-04-12 |
Bug |
All |
| Unable to create shipments for RR orders |
Earlier, in some circumstances, it was not possible to create shipments for RR orders. This has now been fixed. |
Order To Cash |
Sales Order |
8.92 |
2022-04-12 |
Bug |
All |
| Rounding on Dutch VAT report causing rejection in AutoReport |
When a VAT adjustment was done on a VAT report (TX501000), the existing rounding amount created for the report was deleted by the VAT adjustment process. The sum values were not calculated correctly due to the missing rounding.
That caused in many cases errors in the report and AutoReport rejected the report.
This has now been fixed and the rounding is not deleted. |
Accounting |
Reporting to Government |
8.93 |
2022-04-19 |
Bug |
All |
| Not possible to prepare an invoice and credit note for an RM order from the Process shipments window |
Earlier, it was not possible to create the correct invoice and credit note for an RM/RL order from the Process shipments (SO503000) window. This has now been fixed. |
Order To Cash |
Sales Order |
8.94 |
2022-04-26 |
Bug |
All |
| Performance of General ledger transactions with VAT (TX40500S) improved |
The performance of the General ledger transactions with VAT (TX40500S) window has been improvement and the query has been changed.
It has been measured to be 3-4 times faster but that will vary depending on the data.
The subaccount column in the heading of General ledger transactions with VAT window is now working the same way as in Account details where you can select one or more segments and only transactions matching the selected part of the subaccounts will be shown.
Several links in the line details are removed since they just did a lookup in the basic registers (Period, Trans. period, Account, VAT category, Tax agency, Customer/Supplier, Subaccount).
There is a new Link to the documents' reference number.
The column Ledger has been removed since there is only one ledger.
Cash sales and return are now showing correct signs when you have a negative line in the details |
Accounting |
Reporting to Government |
8.94 |
2022-04-26 |
Change |
All |
| Transactions excluded from the Convert purchases to assets window |
In the Convert purchases to assets (FA504500) window, the following transactions will not be displayed any more:
- Reversed transactions: the information that it is reversed is in the debit adjustment document of the original document
- Reclassified transactions: if the reclassified transaction is on another account, the transaction won't be displayed when choosing the reclassified account and when choosing the original account.
If the reclassified transaction is not on another account, the information from the reclassification transaction will be displayed.
- Corrected transactions via the Correct action: only the corrected transaction will be displayed. |
Accounting |
Fixed Assets |
8.94 |
2022-04-26 |
Bug |
All |
| Locations on purchase orders not shown correctly on Intrastat report |
Earlier, in some scenarios when using locations on purchase orders, the location was not shown correctly on Intrastat report (TX50800S). This has now been fixed. |
Purchase To Pay |
Intrastat |
8.94 |
2022-04-26 |
Bug |
All |
| Printing invoices that are sent to AutoInvoice |
Earlier, it was not possible to print an invoice if it was sent to AutoInvoice. It is now possible in the Reprint invoices (AR50801S) window with the new Sent to AutoInvoice option. It also makes the sent invoices visible. |
Order To Cash |
Customer Ledger |
8.95 |
2022-05-03 |
Bug |
All |
| Column order customisation not working properly in Approval Editor |
Earlier, when you were using your own customisation for column order setup in Approval Editor, the column order was automatically reset the next day.
This has now been fixed. |
Purchase To Pay |
Approval |
8.95 |
2022-05-03 |
Bug |
All |
| Error when creating purchase receipt from API when Default Receipt To location not allowing receipts |
Earlier, POST PurchaseReceipt with Default Receipt TO location gave an error message if the stock item had Default receipt to set to a location that does not allow receipts.
This has now been fixed. |
API |
Purchase Order |
8.95 |
2022-05-03 |
Bug |
All |
| Item description not displayed in Create purchase orders window |
Earlier, item description in the Create purchase orders (PO505000) window sometimes disappeared by itself.
This has now been fixed. |
Purchase To Pay |
Purchase Order |
8.95 |
2022-05-03 |
Bug |
All |
| Show reporting periods* only *for the selected company in AutoReport status and General ledger transactions with VAT windows |
Earlier, there was an error in the lookup of reporting periods that showed the reporting periods for all companies.
Now the lookup in From and To reporting period fields in the AutoReport status (TX50500S) and General ledger transactions with VAT (TX40500S) windows shows the reporting periods only for the selected company. |
Accounting |
Reporting to Government |
8.95 |
2022-05-03 |
Bug |
All |
| Allocations not returned from GET PurchaseReceipt |
Earlier, allocations were not displayed correctly when you made a call for GET Purchase receipt. This has now been fixed. |
Purchase To Pay |
Purchase Order |
8.95 |
2022-05-03 |
Bug |
All |
| Filtering on attributes not working via GET Supplier endpoint |
Filtering on attributes via the GET Supplier endpoint had stopped working after the latest improvement implemented to improve the performance.
This has now been fixed. |
API |
Supplier Ledger |
8.95 |
2022-05-03 |
Bug |
All |
| Performance improvement for the Process customer refunds window |
Earlier, it took a long time before the Process customer refunds (AR50300S) window opened. When there were many transactions (over 9500), it could take more than 10 minutes. This has been resolved and now the opening of the window takes less than 10 seconds for this amount of transactions (more than 60 times faster!). |
Order To Cash |
Customer Ledger |
8.95 |
2022-05-03 |
Change |
All |
| Change in number series allocation routine preventing seeing of next number in generic inquiry |
After refactoring of the number series allocation routine, it was not possible to view "Next number" for a NumberingID in a generic inquiry.
This is now possible by using the NumberingSequenceValuesAllocations table in an inquiry. |
General |
System Service |
8.95 |
2022-05-03 |
Change |
All |
| Performance improvement for the Sales by item and customer window |
Earlier, it took a long time before the Sales by item and customer (AR40103S) window displayed the results in the table. When there were many transactions (over 100,000), it could take more than 20 minutes. This has been resolved and now it takes less than 2 minutes for this amount of transactions (more than 10 times faster!). |
Order To Cash |
Customer Ledger |
8.96 |
2022-05-10 |
Change |
All |
| Releasing landed cost after moving invoice to next period |
Earlier, if the financial period was closed and a purchase invoice with landed cost was moved to the next period (AP50700S), you received an error message and could not go further.
This has now been fixed. |
Purchase To Pay |
Purchase Order |
8.96 |
2022-05-10 |
Bug |
All |
| Rounding error for VAT taxable and VAT exempt totals in Sales orders window |
Previously, in certain scenarios where an order contained discount, the roundings done for the VAT taxable and VAT exempt totals in the Sales orders (SO301000) window were incorrect. When an invoice was created for the order, the same rounding issue occured on the invoice, which led to the invoice ending in an error state when sent as e-invoice in Peppol format.
This has now been fixed. |
Order To Cash |
Sales Order |
8.96 |
2022-05-10 |
Bug |
All |
| Error when trying to make a new import scenario |
Earlier, in the Import by scenario (SM206036) window, you could get error message "Session expired" with some import scenarios when saving the imported scenario.
This has now been fixed. |
General |
System Service |
8.96 |
2022-05-10 |
Bug |
All |
| Performance improvements on POST Project endpoint |
The performance on the POST Project endpoint has now been improved. |
Accounting |
Project |
8.96 |
2022-05-10 |
Bug |
All |
| Approvers not able to split invoice line in Approval Editor |
Earlier, when spaces were used for subaccount values in the Segment values (CS203000) window, you were not able to split an invoice line in Approval Editor.
This has now been fixed. |
Purchase To Pay |
Approval |
8.96 |
2022-05-10 |
Bug |
All |
| Colour contrast in tables enhanced to make text more readable |
The colour contrast in tables has been enhanced so that the text is more readable and in accordance with the Web Content Accessibility Guidelines (WCAG). |
Accounting |
UX |
8.96 |
2022-05-10 |
Change |
All |
| New validation for payment reference setup to 0 |
For FIK suppliers, payment reference is mandatory; new validation has been implemented in case the value is setup to 0. |
Purchase To Pay |
Supplier Ledger |
8.96 |
2022-05-10 |
Bug |
All |
| Error in calculation of depreciation for fixed assets with opening balance |
Earlier, there was an error occurring in special cases in the calculation of depreciation for fixed assets (FA303000) created in the system with an opening balance (accum. depr.).
This has now been fixed. |
Accounting |
Fixed Assets |
8.96 |
2022-05-10 |
Bug |
All |
| System using wrong sales account on sales order depending on order type |
There were different scenarios when creating a sales order with item or without item.
- In scenario 1 when using a customer location, sales account was set from posting class or customer location.
- In scenario 2 when using a posting class, sales account was set from posting class or customer location.
- In scenario 3 when using a warehouse, sales account was set from posting class or customer location.
- In scenario 4 when using a reason code, sales account was set from posting class or customer location.
Now the sales order lines have been fixed to match the right sales accounts. |
Order To Cash |
Sales Order |
8.96 |
2022-05-10 |
Bug |
All |
| Correct company name on Norwegian VAT report when changing company |
The Norwegian VAT report for 2022 (TX62106S) has been changed so that the company name is now correct when printing it from different companies. |
Accounting |
Reporting to Government |
8.96 |
2022-05-10 |
Bug |
All |
| Added support for Release action on purchase invoice import |
After enabling better performance in the 8.92.0 version for purchase invoice import (SM206036), the Release action was no longer supported due to these changes in the Purchase invoices (AP301000) window.
For version 8.96.0, the support for the Release action has been restored to work together with the increased performance during imports and it can be applied for import scenarios in the Manage import scenarios (SM206025) window. |
Purchase To Pay |
Supplier Ledger |
8.96 |
2022-05-10 |
Bug |
All |
| Not possible to see the AutoInvoice sending method in the Sales invoices window |
Earlier, it was not possible to see if an invoice will be sent as a banking e-invoice (Consumer) or as as a regular e-invoice (Standard) in the Sales invoices (AR301000) window. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.96 |
2022-05-10 |
Bug |
All |
| Metadata not included in AutoInvoice sending - B2C invoices sent by email or print |
Earlier, B2C invoices were sent by email or print when AutoInvoice was used as a distributor. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
8.96 |
2022-05-10 |
Bug |
All |
| Nuget package Newtonsoft.Json version update |
Nuget package Newtonsoft.Json version 11 has been updated to version 13 since version 11 has a vulnerability. |
Architecture |
Architecture |
8.96 |
2022-05-10 |
Change |
All |
| BizWeb integration |
You can now easily create or update customers and suppliers with company information from BizWeb |
General |
Extension |
8.96 |
2022-05-10 |
Change |
NO |
| Performance of Prepare replenishment window improved |
The performance of the Prepare replenishment (IN508000) window has been improved.
There is a new Prepare button in the window. When you enter the window and select a warehouse and/or uncheck the Show suggested quantity option, you should press the button. Also, if you have new items or changed settings on existing items, you should press the Prepare button. After this the values are saved and you can do additional filtering if preferred. |
Purchase To Pay |
Replenishment |
8.97 |
2022-05-17 |
Change |
All |
| Sales invoice release process sometimes not creating project transactions |
Earlier, the sales invoice release process sometimes didn't create the project transactions when releasing an invoice which has project and tasks. This has now been fixed. |
Accounting |
Project |
8.97 |
2022-05-17 |
Bug |
All |
| Sales order lines wrongfully marked as Completed |
Earlier, in certain scenarios, sales order lines were wrongfully marked as Completed in the Sales orders (SO301000) window. This has now been fixed. |
Order To Cash |
Sales Order |
8.97 |
2022-05-17 |
Bug |
All |
| Breaking change on Project endpoint for GET operation |
Paging will be enforced on Project endpoint.
The ISV must start implementing paging on this endpoint as soon as possible. The default page size is planned to be set to 500.
If you do not specify a page size, you will get 500 records, and if you try to specify a higher number, you will only get 500 records.
Example: If you do a GET ALL on Project, without specifying any paging, you will get the first 500 records only. |
API |
Project |
8.97 |
2022-05-17 |
Change |
All |
| Suggest tax agency in Prepare VAT report and Process VAT report windows |
In the Prepare VAT report (TX501000) and Process VAT report (TX502000) windows, the tax agency is now suggested when the window is opening.
The tax agency that is selected is the first in the lookup so if you have more than one tax supplier in a multi-branch company, it will select the same for all companies/branches. |
Accounting |
Reporting to Government |
8.97 |
2022-05-17 |
Change |
All |
| Not able to fill Balance field from import by scenario with migration mode |
After performance improvements made for supplier document import, you were no longer able to enter the Balance field from the import in the migration mode.
From version 8.97 on, the Balance (CuryInitDocBal) field will be inserted accordingly from imports with the migration mode active and follows the field mapping of the import scenario (SM206025). |
Purchase To Pay |
Supplier Ledger |
8.97 |
2022-05-17 |
Bug |
All |
| Feature toggle for allocations showing an extra row (/erp/api/v1/purchasereceipt endpoint) |
The issue with allocations that show an extra row has been fixed under a feature toggle. This occurs when a purchase receipt is created with POST Purchase receipt.
The fix is only for the /erp/api/v1/purchasereceipt endpoint |
API |
Purchase Order |
8.98 |
2022-05-24 |
Bug |
All |
| The Branch column showing incorrect value in AutoReport status window |
Earlier, the display of branch in the AutoReport status (TX50500S) window showed the key and not the Branch CD. This has now been fixed and you see the same values as in other windows. |
Accounting |
Reporting to Government |
8.98 |
2022-05-24 |
Bug |
All |
| Resize the side panel by drag and drop |
It is now possible to resize the side panel by clicking the resize icon at the bottom of the side panel bar and then dragging and dropping to adjust the size you want for showing the details in a better view. |
Accounting |
Project |
8.98 |
2022-05-24 |
Change |
All |
| Automation schedules with filter values on closed accounting periods not showing any records |
In the Automation schedules (SM205020) window, if the schedule contained filter values on accounting periods that were closed in the system, the Filter values tab did not show any records.
This has now been fixed. |
Order To Cash |
Customer Ledger |
8.98 |
2022-05-24 |
Bug |
All |
| Search and filter with supplier and supplier location in Create purchase orders window |
Earlier, there was an error when searching and filtering with supplier and supplier location in the Create purchase orders (PO505000) window. This has now been fixed. |
Purchase To Pay |
Purchase Order |
8.98 |
2022-05-24 |
Bug |
All |
| Branch filtering for JournalTransaction endpoint to be applied on transaction instead of batch |
At this moment, the Branch filter on the JournalTransaction endpoint is applied on batch level. It will be switched to be applied on transaction level instead of batch.
This change will be enforced starting the 30th of August 2022.
The ones willing to switch to this new approach earlier can contact the partners, support, or development team. The same applies for the ones wanting to keep the old approach after the 30th of August 2022. |
API |
Branches |
8.98 |
2022-05-24 |
Bug |
All |
| Invoices to AutoInvoice get wrong route due to missing operator information for non-Finnish companies |
Earlier, in some circumstances invoices to AutoInvoice got incorrectly routed because operator information was missing in metadata (applied to invoices sent in PEPPOL format). This has now been fixed. |
Order To Cash |
Sales Invoice |
8.98 |
2022-05-24 |
Bug |
All |
| Phone number sent to AutoReport for the EC sales list report now fits within the maximum number of 14 characters |
The phone number sent to AutoReport for the EC sales list report (AR40501S) is now trimmed for spaces and charters to fit within the maximum number of 14 characters. There is no warning if the phone number is more than 14 numbers.
020 - 123 45 678 will be 02012345678
+31 20 123 45 678 will be +312012345678 |
Accounting |
Reporting to Government |
8.98 |
2022-05-24 |
Bug |
All |
| Incorrect unreleased retainage amount when validate supplier balances is processed |
Earlier, validating supplier balances calculated the unreleased retainage amount incorrectly, when validation was processed in the Validate supplier balances (AP509900) window. This has now been fixed.
For documents that this may have earlier affected by showing an incorrect amount in Purchase invoices (AP301000) window on the Retainage tab, these amount will be corrected when running the validation again. |
Purchase To Pay |
Supplier Ledger |
8.98 |
2022-05-24 |
Bug |
All |
| GET inventory range and GET inventory specific endpoints now have support for returning LotSerialClass |
Added support for returning LotSerialClass in GET
api/v1/inventory/{inventoryNumber} and GET
api/v1/inventory endpoints |
API |
Inventory |
8.98 |
2022-05-24 |
Change |
All |
| Filtering with product manager or work group in Prepare replenishment window |
Earlier, in the Prepare replenishment (IN508000) window, filtering with product manager or work group did not work. This has now been fixed. |
Purchase To Pay |
Replenishment |
8.98 |
2022-05-24 |
Bug |
All |
| SAF-T report when main company is set to File tax by branch |
Earlier, there was error when opening SAF-T report (TX50600S) if the main company was of company type "With branches requiring balancing" and had the "File VAT by branch" option set. This has now been fixed and it is possible to open the window when a branch from this company is the active branch. |
Accounting |
Reporting to Government |
8.99 |
2022-05-31 |
Bug |
All |
| Recognise incoming payments by CID in Process bank transactions window |
In the Process bank transactions (CA306000) window, it is now possible to recognise incoming payments by their CID (KID) if you get an extended bank statement from your bank through AutoPay. |
Accounting |
Cash Management |
8.99 |
2022-05-31 |
Change |
All |
| Functionality for matching invoices when no CID/KID is available |
You have now the possibility to:
- Match invoices by invoice number series or prefix
- Extract invoice number when an invoice is created after incoming payment
- Match against customer bank account number
The priority of matching criteria per entry is now the following:
UNSTRUCTERED
1. Use prefix to get invoice number
2. Use ARInvoice numbering series to determine the value for invoice ref. number paid
3. Use prefix to get KID
STRUCTERED
1. Get CreditorReferenceId
2. Get ReferredDocumentNumber |
Accounting |
Cash Management |
8.99 |
2022-05-31 |
Change |
All |
| Performance improvement in the "Select - Customer" pop-up window |
Earlier, when searching for customers, the performance of the "Select - Customer" pop-up window was slow. This has now been improved. |
Order To Cash |
Sales Order |
8.99 |
2022-05-31 |
Change |
All |
| Assets not displayed in Fixed asset net value report |
Earlier, there was an error in the Fixed asset net value (FA613000) report. Some assets were not shown in the report. This has now been fixed. |
Accounting |
Fixed Assets |
8.99 |
2022-05-31 |
Bug |
All |
| Changing username causing loss of favourites and configuration |
Earlier, if you changed your email (username), this was not propagated to configuration tables using username for identification. This caused loss of existing configuration, such as favourites and column configuration, but not limited to them. Also other personalised items like filters, grid preferences, and report and project settings were affected.
This has now been fixed. |
General |
System Service |
8.99 |
2022-05-31 |
Bug |
All |
| Error in processing in Prepare replenishment window |
Earlier, Visma.net ERP threw an error when processing replenishments in the Prepare replenishment (IN508000) window. This has now been fixed. |
Purchase To Pay |
Replenishment |
8.99 |
2022-05-31 |
Bug |
All |
| Creating new customers or suppliers using the Bizweb integration now gives duplicate warning |
When creating a new customer or supplier using the Bizweb integration, you will now get a warning, both in the form itself and when clikking create new, if an existing customer or supplier already contain the same Organisation number. This is just a warning, and cliking OK will create the customer or supplier (if duplicats are not disabled in Visma.net Financials). |
General |
Extension |
8.99 |
2022-05-31 |
Change |
NO |
| Tax year and Tax period tables extended with columns for created and last changed |
The Tax year and Tax period tables have been extended with Created by, Created date/time, Created by screen ID, Last changed by, Last changed date/time and Last changed by screen ID columns. These are not visible for the user but they can be used in inquiries and by support to find out when a tax year or period was created and last changed.
Tax year is updated when you make changes to a tax year in the VAT periods (TX207000) and Prepare VAT report (TX501000) windows when the first VAT period for a year is prepared. |
Accounting |
Reporting to Government |
9.00 |
2022-06-07 |
Change |
All |
| Performance of Branch API improved |
The API for Branch has been changed so that it is possible to select less data in the result set and by that get better performance.
The following flags are implemented with True/False
expandAddress
expandContact
expandCurrency
expandVatZone
expandLedger
expandIndustryCode
expandDeliveryAddress
expandDeliveryContact
expandDefaultCountry
expandBankSettings (old)
Their default value will be true until 13th of September 2022 and after that they will be turned to false.
The "Order by" in this endpoint was by BranchCD by default, and since this is relaying on the code behind, it has been changed to a dropdown containing orderBy options (Id, Number, Name, OrganizationId, LastModifiedDateTime).
Pagination has been removed from this endpoint as it has been marked as obsolete for two years. |
API |
Branches |
9.00 |
2022-06-07 |
Change |
All |
| *Split line applying recalculation in VAT details for documents that were already pre-booked* |
Earlier, when the amounts for VAT details had been manually changed and the document was pre-booked with these values, and you split or undo split line, the amounts were recalculated and updated. If the changed values were not corresponding to the calculated values by the settings, these now recalculated values could be incorrectly shown in the document in the Purchase invoices (AP301000) window. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.00 |
2022-06-07 |
Bug |
All |
| Branches from Visma.net ERP not turning up in Visma.net Approval |
Previously, the branch synchronisation message sent by Visma.net ERP to Visma.net Approval was not triggered in the following scenarios:
- Creating a new organisation
- Changing organisation type from 'Without branches' to 'With branches not requiring balancing' or 'With branches requiring balancing' (the organisation default branch ID gets changed)
- Changing organisation type from 'With branches not requiring balancing' or 'With branches requiring balancing' to 'Without branches' (if the organisation has only one branch, the branch ID is changed to be equal to the organisation ID)
- Changing the ID of an organisation of the 'Without branches' type ( the default branch ID is changed to be equal the organisation ID
- Deleting an organisation
This bug has been fixed and the all required messages are sent. |
#N/A |
#N/A |
9.00 |
2022-06-07 |
Bug |
All |
| New SupplierInvoice endpoint enabling sending invoices to Approval |
There is a new SupplierInvoice endpoint: /controller/api/v1/supplierInvoice/{documentType}/{invoiceNumber}/action/sendtoapproval that enables sending documents to Visma.net Approval via API. |
API |
Approval |
9.00 |
2022-06-07 |
Change |
All |
| Closing a VAT report when using an account in posting with an account group with a value |
Earlier, there was an error when closing a VAT report when an account used in the posting had an account group with a value. This has now been fixed.
Purchase invoices and credit notes created from the Process VAT report (TX502000) window will ignore this setting and create the document.
The accounts in the documents having an account group will not have any value in the project but it will be empty. If you reverse the invoice or create a purchase invoice/credit note manually, the project column will be mandatory and you will get a message when you try to release the document. |
Accounting |
Reporting to Government |
9.00 |
2022-06-07 |
Bug |
All |
| Supplier's lot sizes not working in preparing replenishment |
Earlier, lot sizes that were set on the supplier didn't work in the Prepare replenishment (IN508000) window. This has now been fixed. |
Purchase To Pay |
Replenishment |
9.00 |
2022-06-07 |
Bug |
All |
| Prepare replenishment loses selected items |
Earlier, in the Prepare replenishment (IN508000) window, when you moved from one page to another, the system didn't keep the selection of items. This has now been fixed |
Purchase To Pay |
Replenishment |
9.00 |
2022-06-07 |
Bug |
All |
| Cannot open the Customers window from the Sales orders window |
Earlier, when you clicked the Edit button to the right of the Customer field in the Sales orders (SO301000) window, the Customers (AR303000) window did not open. This has now been fixed. |
Order To Cash |
Sales Order |
9.00 |
2022-06-07 |
Bug |
All |
| Improvements in processing a large amount of invoices |
Earlier, there was an issue in processing a large amount of invoices in the Send invoices (AR508000) and Reprint invoices (AR50801S) windows. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
9.01 |
2022-06-14 |
Change |
All |
| Breaking change on Inventory endpoint for GET operation - better error handling |
In the current solution, if you try to filter on an attribute on inventory which does not exist, you get an empty JSON response.
So, if you have misspelled or are trying to filter on an attribute that does not exist, you will not get any indication about this.
From version 9.01.0, the system will return 400 Bad Request for this operation, and gives an error message that the value you are trying to filter on does not exist.
-
Example:
{"message":"Attribute 'ACTIVE2' not found"} |
API |
Inventory |
9.01 |
2022-06-14 |
Change |
All |
| Change supplier reference on Tax agency invoices/purchase credit notes |
The Supplier reference column in the Purchase invoices (AP301000) window is now editable until the invoice is closed for Tax agency invoices.
This enables the entry of the payment reference given by the tax authority if it's missing or is wrong.
If it's used on another invoice, you will get an error message that will disrepair when you save the invoice. |
Accounting |
Reporting to Government |
9.01 |
2022-06-14 |
Change |
All |
| The Process customer refunds window does not adjust the IBAN based on the payment method |
Earlier, the Process customer refunds (AR50300S) window did not adjust the IBAN based on the selected payment method. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.01 |
2022-06-14 |
Bug |
All |
| Count of 14 digits for phone number in EC sales list and VAT Report now includes "+" |
The "+" sign is now included and counted as a part of the 14 characters in phone numbers when sending VAT report and EC sales list (AR40501S).
If a phone number with the "+" and digits is longer than 14 it will be truncated, and spaces and other characters are removed when sending. |
Accounting |
Reporting to Government |
9.01 |
2022-06-14 |
Bug |
All |
| New option Override payment date with current date for New payment process |
In the Supplier ledger preferences (AP301000) window, there is a new option named Override payment date with current date. The option will be active in the next version of the New payment process, with no affect to the Classic payment process at any point.
This functionality is mainly aimed for the Dutch market where they pay lower bank fees when they pay their invoices on the current date before the actual due date in the future. |
Purchase To Pay |
Outgoing Payment |
9.01 |
2022-06-14 |
Change |
All |
| Wrong document opens when you click on a ref. no. in the Process customer refunds window |
Earlier, when you clicked on a reference number in the Process customer refunds (AR50300S) window, the wrong document opened. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.01 |
2022-06-14 |
Bug |
All |
| VAT for freight amount incorrect and freight details editable after release of invoice |
Previously, the VAT for freight amount was not set correctly in an invoice when the Ship via code and freight amount were added in the shipment. In addition, it was possible to change the Freight details on the invoice in the Customer invoice (SO303000) window after the invoice had been released.
This has now been fixed. |
Order To Cash |
Sales Invoice |
9.01 |
2022-06-14 |
Bug |
All |
| Sales order replaces customer values for Invoice contact and Delivery address contact with "string" |
Earlier, sales orders replaced the customer's values for Invoice contact and Delivery address contact with "string", when using endpoint POST api/v2/salesorder, when payload included "string" in values. This has now been fixed. |
API |
Sales Order |
9.01 |
2022-06-14 |
Bug |
All |
| Check of on-hold and balanced batches on SAF-T report not considering deleted batches |
Earlier, the check of on-hold and balanced batches for the reported period (TX50600S) did not consider deleted batches. So a deleted batch in the period was detected as not released/posted. This has now been fixed and deleted batches are excluded from the test. |
Accounting |
Reporting to Government |
9.01 |
2022-06-14 |
Bug |
All |
| Improved performance for budget import (GL302010) |
An improvement implemented in version 9.02 will reduce the time used for importing budgets in screen GL302010 significantly |
Accounting |
Registration |
9.02 |
2022-06-21 |
Change |
All |
| GET customerPayment endpoint (All & Specific) does not retrieve the Balance write-off value |
Earlier, the GET customerPayment endpoint (All & Specific) did not retrieve the Balance write-off value. This has now been fixed. |
API |
Customer Ledger |
9.02 |
2022-06-21 |
Bug |
All |
| New possibility to choose booking date or value date to be used as transaction date |
You now have the possibility to choose booking date or value date to be used as transaction date per cash account for processing incoming payments (VIP files). There is a new field in the Cash accounts (CA202000) window named "Process incoming payment transaction date" where you can select either Booking date or Value date. |
Accounting |
Payment |
9.02 |
2022-06-21 |
Change |
All |
| Column order customisation not working properly in Approval Editor |
The earlier issue with using your own customisation for column order setup in Approval Editor came back and the column order was automatically reset after several updates or computer restarts.
This has now been fixed. |
Purchase To Pay |
Approval |
9.02 |
2022-06-21 |
Bug |
All |
| GET item range does not return lot/serial class IDs |
Earlier, GET item range did not return lot/serial class IDs. This has now been fixed. |
API |
Inventory |
9.02 |
2022-06-21 |
Bug |
All |
| Error message when opening Approve purchase invoices for payment (AP502000) window |
Earlier, when the Approve purchase invoices for payment (AP502000) window was opened, the error "Object reference not set to an instance of an object" was displayed. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.02 |
2022-06-21 |
Bug |
All |
| Not possible for any sales order to create two shipments from two different warehouses |
Earlier, for any sales order, it was not possible to create two shipments to be sent from two different warehouses. This has now been fixed. |
API |
Sales Order |
9.03 |
2022-06-28 |
Bug |
All |
| View drill-down details from a dashboard widget and keep your original dashboard |
When you are working in the Dashboard windows and need to drill down in information, you now have the possibility to open the details in a new window. By doing that, you also keep your original dashboard.
In addition, you have several options on how you prefer the details to open.
You can, for example, open your details
* in a new tab
* as a pop-up window
or
* in the same tab |
General |
Dashboard |
9.03 |
2022-06-28 |
Change |
All |
| VAT total now visible in Release cash transactions window |
The VAT total amount is now visible in the Release cash transactions (CA502000) window. |
Accounting |
Cash Management |
9.03 |
2022-06-28 |
Change |
All |
| Invoice image not correctly displayed when using Show files option in Purchase invoices window |
In some cases, invoice images were not correctly displayed when using the Show files option in the Purchase invoices (AP301000) window; 0 was disappearing.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.03 |
2022-06-28 |
Bug |
All |
| Columns for Branch ID and Branch name included in Release supplier ledger documents window |
From version 9.03, the columns for Branch ID and Branch name are included in Release supplier ledger documents (AP501000) window.
The Branch name column is available for all companies, Branch ID is available when Multi-branch support is enabled in the Enable/disable functionalities (CS100000) window. |
Purchase To Pay |
Supplier Ledger |
9.03 |
2022-06-28 |
Change |
All |
| Transaction description from bank transaction shown under Select documents in Process incoming payments and Process bank transactions windows |
Transaction description from bank transaction is now displayed under Select documents in both Process incoming payments (AR305000) and Process bank transactions (CA306000) windows. |
Accounting |
Cash Management |
9.03 |
2022-06-28 |
Change |
All |
| "Know your customer" process for sending and receiving invoices against AutoInvoice after 01.07.2022 implemented |
VnE now meets the needs of the "Know your customer" process so that you can continue sending and receiving invoices against AutoInvoice even after 01.07.2022 |
Order To Cash |
AutoInvoice Send |
9.03 |
2022-06-28 |
Change |
All |
| New endpoints for LotSerialClass |
There are new endpoints for GET api/v1/lotserialclass/[classId] and GET api/v1/lotserialclass. |
API |
Inventory |
9.03 |
2022-06-28 |
Change |
All |
| New columns on Task tab in Projects window showing visibility setting of task |
There are new columns on the Task tab in the Projects (PM301000) window showing the visibility setting of tasks. |
Accounting |
Project |
9.03 |
2022-06-28 |
Change |
All |
| Receipt date column added to Purchase orders window |
The Receipt date is now visible in the Purchase orders (PO301000) window on the Purchase receipt tab. |
Purchase To Pay |
Purchase Order |
9.03 |
2022-06-28 |
Change |
All |
| API JournalTransactionV2 now accepting subaccount segments containing spaces |
Earlier, the JournalTransactionV2 did not accept Subaccount segments containing a space.
This has now been fixed so that you can use "1" or "1 " if you have a segment with length 2 but it contains only one character
It also works with a default sub containing a space.
If you have a segment value starting with a space, that will not be accepted in the API or in the UI. |
API |
Registration |
9.03 |
2022-06-28 |
Bug |
All |
| Corrected window ID opened from Supplier ledger menu |
In the previous version, when you selected Supplier Ledger - Processes - Release landed costs from receipts from the menu, the window PO506500 had erroneously changed to open instead of the AP506500.
This has now been corrected to open the Release landed costs from purchase invoices window AP506500. |
Purchase To Pay |
Supplier Ledger |
9.03 |
2022-06-28 |
Bug |
All |
| The Release customer documents window is missing branch information |
Earlier, the Release customer documents (AR501000) window was missing branch information. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.04 |
2022-07-06 |
Change |
All |
| The field KitItem not exposed in the Inventory DTO |
Earlier, the field KitItem was not exposed in the Inventory DTO. This has now been fixed. |
API |
Inventory |
9.04 |
2022-07-06 |
Change |
All |
| Allocation for purchase receipt with lot/serial numbers |
Earlier, you got an error message when adding a purchase order or purchase order lines to a receipt with the POST/action and if Lot/serial class had the Automatically generate next option unchecked and when received.
This has now been fixed. |
API |
Purchase Order |
9.04 |
2022-07-06 |
Change |
All |
| Cost property added to customerInvoice, customerDebitNote, customerCreditNote and customerOverdueCharge lines |
The GET and GET range customerInvoice, customerDebitNote, customerCreditNote and customerOverdueCharge now include Cost property for the lines. This value reflects the total cost for the line in the base currency, when the document is released. This enables you to calculate profit and margin for the line, when compared with the line’s Amount. |
API |
Sales Invoice |
9.04 |
2022-07-06 |
Change |
All |
| The report "Acquisitions" showed the wrong acquisition cost |
The report "Acquisitions" showed the wrong acquisition cost when an addition was made to a fixed asset. This has now been fixed. |
Accounting |
Fixed Assets |
9.04 |
2022-07-06 |
Change |
All |
| Alternative ID available in Purchase receipts window |
The Alternative ID column is now displayed also in the Purchase receipts (PO302000) window. |
Purchase To Pay |
Purchase Order |
9.04 |
2022-07-06 |
Change |
All |
| Fill in LineCntr in "Send Invoices" (screenID=AR508000) after 9.01 release |
Fill in LineCntr in "Send Invoices" (screenID=AR508000) after 9.01 release |
Order To Cash |
AutoInvoice Send |
9.04 |
2022-07-06 |
Bug |
All |
| Automatic matching of invoices not working in processing of bank transactions |
In the previous versions, there was an issue on matching invoices in the Process bank transaction (CA306000) window because the Payment ref. no. fields were showing reference numbers with leading zeros.
This has now been fixed. |
Accounting |
Cash Management |
9.04 |
2022-07-06 |
Bug |
All |
| The standard quantity for items on invoices and sales orders should be 1, not 0 |
Earlier, the standard quantity for items on invoices and sales orders was set to 0. This has been changed and the standard quantity is now set to 1. |
Order To Cash |
Sales Order |
9.05 |
2022-07-12 |
Change |
All |
| Performance improvements in Release time cards (EP505010) window |
The performance of the Release time cards (EP505010) window has been improved regarding:
- the loading time of the timecards in the window
- the selection time of multiple timecards
- the releasing process time of multiple timecards |
Accounting |
Time & Expense |
9.05 |
2022-07-12 |
Change |
All |
| Five new variables in ARM reports to get organisation or branch name and corporate ID |
In ARM reports, there are 5 new variables to use in the Column set headings to get the organisation or branch name and corporate ID.
=Report.GetOrganizationNameFromId(organizationId):
where you replace the organizationId with @Organisation, will return the selected company and it must be used together with request for company. If the request is off, it returns the main company name.
=Report.GetBranchName(branchId):
where you replase branchId with @StartBranch or @EndBranch, will return the requested branch corporate ID. If the request is off, it returns nothing.
=Report.GetOrganizationNameFromBranch(branchId)
where you replace branchId with @StartBranch ore @EndBranch, will return the company name for the branch
=Report.GetCorporateIDFromBranch(branchId):
where you replase branchId with @StartBranch or @EndBranch, will return the requested branch corporate ID. If the request is off, it returns the active branch corporate ID.
=Report.GetCorporateIDFromOrganization(organizationId):
where you replace organizationId with @Organization, will return the requested company's corporate ID. If the request is off, it returns the active branch corporate ID.
Existing customers using multi-branch have to update the column set they use to get the new methods in the formulas. These are the formulas used in new created companies
Update company name so it prints the selected
=IIf(@Organization>'0',Report.GetOrganizationNameFromId(@Organization), IIf(@StartBranch>'0',Report.GetOrganizationNameFromBranch(@StartBranch), Report.GetDefUI('RowCompanyBAccount.AcctName')))
Update corporate ID so it print branch ID/name or company corporate ID
=IIf( @EndBranch > '0' and @StartBranch @EndBranch, 'Branch ' + @StartBranch + ' - ' + @EndBranch ,IIf( @StartBranch > '0' and @StartBranch = @EndBranch, Report.GetBranchName(@StartBranch), 'Corporate ID: ' + Report.GetCorporateIDFromOrganization(@Organization)) )
Add corporate ID for branch
=IIf( @Organization> '0' and @StartBranch @EndBranch, 'Corporate ID: ' + Report.GetCorporateIDFromOrganization(@Organization), IIf( @EndBranch > '0' and @EndBranch @StartBranch, 'Corporate ID: N/A' , IIf( @StartBranch > '0' and @StartBranch = @EndBranch , 'Corporate ID: ' + Report.GetCorporateIDFromBranch(@StartBranch),' ')))
Replace corporate ID and branch with your local language. |
Accounting |
GL Reconciliation |
9.05 |
2022-07-12 |
Bug |
All |
| Restriction of access to customer and/or supplier classes |
Earlier, in the Restriction groups (SM201030) window, when restricting access to customer and/or supplier classes, the restrictions were only applied to the customer/supplier entities connected to the classes.
Now, when restricting access to a class, the class will not be visible in the windows for customer/supplier classes.
In addition, if the user has no access to the default class set in the customer/supplier preferences, the Customer/supplier class field will be cleared when creating a new customer/supplier. |
General |
Setup of new companies |
9.05 |
2022-07-12 |
Bug |
All |
| Project accounting fields not visible on DK country template |
The Project accounting fields are not visible on the DK country template if the Project accounting license is not activated. |
Accounting |
Project |
9.05 |
2022-07-12 |
Change |
All |
| Not able to set termStartDate and termEndDate for prebooked invoice via API |
Previously, you were not able to set termStartDate and termEndDate for pre-booked purchase invoices (P301000) via PUT - SupplierInvoice endpoint.
This has now been fixed. |
API |
Supplier Ledger |
9.05 |
2022-07-12 |
Bug |
All |
| Verify KYC button disabled |
Earlier, in some situations, the Verify KYC button was disabled when the AutoInvoice activation status was Activated and the KYC verification status was Unverified. This has now been fixed. |
Order To Cash |
AutoInvoice Send |
9.05 |
2022-07-12 |
Bug |
All |
| Change of tax report period implemented in VAT periods (TX207000) window |
There is a new check box in the VAT periods (TX207000) window: Change tax report period.
Checking this will lead to a dialog with the message "Are you sure you want to change the report periods? This will change the report interval for the coming VAT reports." Answering Yes, the Tax report type will be editable and you can change to another type.
When you do a change, the VAT periods that are open will be changed to the new type.
The system will calculate the new periods based on processed periods and the new type you have selected.
If you change from Quarterly to Monthly where quarter 1 is closed/prepared, you will get monthly from period 04.
If you change from Monthly to Quarterly where period 01 to 04 is closed/prepared you will get quarterly from period 07.
If you change to a type that does not fit into the remaining periods, you will get an error message in Tax report type field.
If you have saved the next VAT year, you will get the message "Because the end date of the tax year has been changed, the subsequent tax years will be deleted. Please review and modify the next tax year settings if required." and this will be deleted. |
Accounting |
Reporting to Government |
9.06 |
2022-07-19 |
Change |
All |
| "Same as main" incorrectly set in Suppliers window for suppliers created via API |
Earlier, the Same as main option was incorrectly set in the Suppliers (AP303000) window for suppliers created via API.
This has now been fixed. The solution will be deployed in production under a feature toggle. |
API |
Supplier Ledger |
9.06 |
2022-07-19 |
Bug |
All |
| VAT category for export type on a customer's location not working correctly |
Earlier, when creating a sales invoice or sales order including an item, for a customer location with a different Export type than used for the main location, the system did not provide the correct VAT category. This has now been fixed. |
Order To Cash |
Sales Order |
9.06 |
2022-07-19 |
Bug |
All |
| Document went out of balance after several split/undo split invoice lines in Approval Editor |
Earlier, after several split/undo split invoice lines in Approval Editor, the document went out of balance.
This has now been fixed. |
Purchase To Pay |
Approval |
9.06 |
2022-07-19 |
Bug |
All |
| Setting VAT reporting type to new multi-branch companies |
Earlier, in a Multi-branch company with more than one company, a new created company used the VAT reporting type from the first company and not the Tax agency supplier. This has now been fixed so that for a new company the system uses the settings on the tax agency for the first tax year and for the next year it uses the setting from the previous year. |
Accounting |
Reporting to Government |
9.06 |
2022-07-19 |
Bug |
All |
| Currency rate incorrectly copied when using the Correct document feature |
Earlier, if you had added a currency rate manually on an invoice that would have been further corrected using the "Correct document" feature, VnE was incorrectly adding currency rates on the correction documents. This has now been fixed and it will be covered by the implementation of a feature toggle in production. |
Purchase To Pay |
Supplier Ledger |
9.06 |
2022-07-19 |
Bug |
All |
| *Performance of loading documents improved in Customer payments window* |
The performance of loading documents (the Load documents button) has been improved in the Customer payments (AR302000) window. |
Accounting |
Payment |
9.06 |
2022-07-19 |
Change |
All |
| Action for reopening a VAT period added to the VAT periods (TX207000) window |
A new function to reopen a VAT period has been added under the Actions menu in the VAT periods (TX207000) window.
You are now allowed to reopen a closed period and it will be set back to status Prepared so it's possible to void it or make adjustments.
The tax invoice that was created when the period was closed will not be reversed and you have to reverse it manually. When you close the period again, a new invoice will be created unless you temporally change the settings to create VAT invoices, a setting on the Tax agency supplier.
It's not possible to reopen periods if you have a prepared the period and if the VAT period is in a closed financial year. |
Accounting |
Reporting to Government |
9.06 |
2022-07-19 |
Change |
All |
| Loading of documents improved in Process bank transactions and Process incoming transactions windows |
In the Process bank transactions (CA306000) and Process incoming transactions (AR305000) windows, the performance of loading the documents that are in the table in these windows has been improved. |
Accounting |
Payment |
9.06 |
2022-07-19 |
Change |
All |
| Performance on Prepare VAT report (TX501000) improved |
Due to a timeout when opening the Prepare VAT report (TX501000) window, some changes have been done in the query that collects the data.
This has improved the speed a little so it should not time out for the customer. |
Accounting |
Reporting to Government |
9.06 |
2022-07-19 |
Change |
All |
| New possibility to combine sales subaccount from project and project task |
You now have the possibility to combine sales subaccount from project and project task in the Customer ledger preferences (AR101000) window. These new options are applied when creating a sales invoice with project and task in the Sales invoice (AR301000) and Customer invoice (SO303000) windows. |
Accounting |
Project |
9.06 |
2022-07-19 |
Change |
All |
| Inline search for entities containing special characters could show ASCII codes in the result set |
Earlier, inline search for a customer, supplier, item, account and other entities containing special characters, could in some scenarios display ASCII codes in the result set. For example, if an item description contains the character ”, this could result in the display of ASCII codes in the lookup table. This has now been fixed. |
Order To Cash |
Sales Order |
9.06 |
2022-07-19 |
Bug |
All |
| Performance of selecting documents improved in Select documents pop-up in Process bank transactions window |
The performance of selecting documents (the Select documents button) has been improved in the Process bank transaction (CA306000) window. |
Accounting |
Cash Management |
9.06 |
2022-07-19 |
Change |
All |
| *Periods showing 0 when distributing budget lines* |
Earlier, when you refreshed the Budget (GL302010) window after you had entered a budget line and distributed it, all periods showed 0. This has now been fixed. |
Accounting |
Registration |
9.06 |
2022-07-19 |
Bug |
All |
| *Not possible to create a shipment* *for a partly shipped sales order* *in the Process orders window* |
Earlier, in the Process orders (SO501000) window, it was not possible to create a shipment for a partly shipped sales order. This has now been fixed. |
Order To Cash |
Sales Order |
9.06 |
2022-07-19 |
Bug |
All |
| Wrong amount in information text in Prepare VAT report window |
In the Prepare VAT report (TX501000) window, calculation of the value for amounts from the previous period in the heading message is now correct; also when using the financial period end date as VAT period, not document date on tax agency checked. |
Accounting |
Reporting to Government |
9.07 |
2022-07-26 |
Bug |
All |
| VAT amount and Taxable amount not correctly copied onto correction documents |
Earlier, if you had corrected an invoice with a VAT amount that had been manually changed by accountants in terms of VAT amount or Taxable amount and not following standard VAT categories' percentages, the VAT amount was not correctly copied onto the correction documents.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.07 |
2022-07-26 |
Bug |
All |
| Reverse application option locked for correction documents |
As a part of the continuous development of the Correct document feature, the link between the original invoice and the automated credit created by VnE has been secured by locking the Reverse application option in the Supplier payments (AP302000) window. |
Purchase To Pay |
Supplier Ledger |
9.07 |
2022-07-26 |
Bug |
All |
| VAT report not handled correctly with the Use the financial period end date as VAT period setting on |
Earlier, the setting for using financial period's end date instaed of transaction date from the documents as tax date did not work for all processes. The following fixes have been done:
- Prepare for closing (AP50700S) updates the financial date and period on VAT transaction when it is processed.
- VAT periods (TX207000) calculates the unreleased net VAT amount correctly in multi-branch companies.
- For some reason, some VAT transactions got the wrong financial period compared to the financial date and were not processed correctly when the VAT period was before the financial period. The Prepare VAT period window showed the transaction but it was not processed. Then, if you processed this period again, you got processed twice and got a new tax invoice and duplicated general ledger transactions. This has now been fixed. |
Accounting |
Reporting to Government |
9.07 |
2022-07-26 |
Bug |
All |
| Improved the performance in the "Convert Purchases to Assets" screen (FA504500) |
Improved the performance in the "Convert Purchases to Assets" screen (FA504500) |
Accounting |
Fixed Assets |
9.07 |
2022-07-26 |
Change |
All |
| Fix for the release of expense claims from Expense Inbox |
There was an issue on the release of expense claims from Expense Inbox which didn't transfer the project field on the purchase invoice. This has now been fixed. |
Accounting |
Time & Expense |
9.07 |
2022-07-26 |
Bug |
All |
| ARM reports updated to use new GetOrganization() functions |
All column sets for General ledger reports are updated with new formulas for Company name/Branch name and Corporate ID, depending on activation of filters for Company and from and to Branch.
This change will only apply to new companies. Also, if you have multi-branch activated, you have to make these changes manually on the column set you are using. The formulas are described in the release notes for version 9.05.
If there are no company/branch filters, then from active company:
Company name
Corporate ID
If there is a company filter, then from selected company:
Company name
Corporate ID
If there is a company and From branch filter:
Company name
Branch name
Corporate ID from branch
If there is a company and from and to branch filter:
Company name
Branch ID From - To
Corporate ID from company
If there is a From branch filter:
Company name
Branch name
Corporate ID from branch
If there is a From and To branch filter:
Company name
Branch ID From - To
Corporate ID N/A |
Accounting |
Registration |
9.07 |
2022-07-26 |
Change |
All |
| Inconsistent behavior of "Send to Approval" options in Suppliers window |
Earlier, the options Send to Approval and Pre-book and send to Approval were disappearing from the Suppliers window (AP303000), causing delays and issues in the automated process of booking documents in VnE.
This has now been fixed. |
Purchase To Pay |
AutoInvoice Receiving |
9.07 |
2022-07-26 |
Bug |
All |
| View side panel details in a separate window when pressing the Up arrow icon |
Now it is possible to view the side panel details in a separate window when pressing the UP arrow icon. If the side panel contains a primary list screen or an entry screen, when opening in a separate window, you need to select the specific record or entity in the selection box in order to get the corresponding data. |
Accounting |
Project |
9.08 |
2022-08-02 |
Change |
All |
| Wrongfully update of item weight when executing validate inventory (IN505000) |
Earlier, in some scenarios, weight of item could be wrongfully multiplied by a factor when executing Validate inventory (IN505000). This resulted in wrong weight being set for these items on shipment. This has now been fixed. |
Order To Cash |
Inventory |
9.08 |
2022-08-02 |
Bug |
All |
| Shipment set to correct status after connected invoice is deleted |
Previously, in certain scenarios, the status of a shipment remained in the Invoiced status eventhough the connected invoice was deleted, this has now been fixed so that it is possible to generate a new invoice for the shipment. |
Order To Cash |
Sales Order |
9.08 |
2022-08-02 |
Bug |
All |
| Inner exception and stack trace displayed when receiving error on GET Customer with attribute filter |
Previously, when filtering on attributes on the GET Customer API endpoint, you could in some scenarios get an inner exception displayed in the response. This has now been fixed.
In addition, the Swagger documentation for the GET Customer, GET Inventory and GET CustomerContract endpoints, related to filtering on attributes, has been improved. |
API |
Customer Ledger |
9.08 |
2022-08-02 |
Bug |
All |
| Wrong "Location" URL returned after successful POST CustomerCreditNoteV2 request |
Earlier, the wrong "Location" URL was returned after a successful POST CustomerCreditNoteV2 request. This has now been fixed. |
API |
Customer Ledger |
9.08 |
2022-08-02 |
Bug |
All |
| POST V2/salesorder/\{salesOrderNbr}/action/createShipment always results in a customer ledger document of the Credit note type |
Earlier, for shipments created via the POST V2/salesorder/{salesOrderNbr}/action/createShipment endpoint, the Prepare invoice action always created invoices of the type Credit note. This has now been fixed. |
API |
Sales Order |
9.08 |
2022-08-02 |
Bug |
All |
| New alignment of the settings in the header of Cash account window for a better user experience |
The settings in the header of Cash accounts (CA202000) window have been grouped for a better user experience in 4 sections: General info, Settings, Settings for reconciliation, and Settings for AutoPay integration. |
Accounting |
Cash Management |
9.08 |
2022-08-02 |
Change |
All |
| Credit notes not taken into consideration when creating payments from Autopay Inbox* *processing and grouped per customer |
Earlier, credit notes were not taken into consideration when payments were created from Autopay Inbox (CA50400S) processing and grouped per customer. This has now been fixed. |
Accounting |
Payment |
9.08 |
2022-08-02 |
Bug |
All |
| Error in showing all documents in the Reference nbr. lookup column in Process bank transactions and Process incoming payment windows |
When creating a payment for a customer/supplier in the Process bank transactions and Process incoming payment windows and you would want to select the documents in the grid by opening the Reference nbr. column, all documents for all customers were showing up in the selection pop-up. This has now been fixed and now only the relevant documents corresponding to the selected customer/supplier are visible in the selection pop-up. |
Accounting |
Cash Management |
9.08 |
2022-08-02 |
Bug |
All |
| After Match to invoice is done in Process bank transactions window, it switches to tab Match to payment |
After matching to invoice was done in the Process bank transactions (CA306000) window, the window was switching to the tab Match to payment - also when selecting a matched line on the left side of the window, the right side of the window was switching to the Match to payment tab. This has now been fixed. |
Accounting |
Cash Management |
9.08 |
2022-08-02 |
Bug |
All |
| *Matching outgoing AutoPay payments automatically with end-to-end ID* |
When sending outgoing payments through AutoPay, all supplier payments will get a unique ID that will automatically match transactions within bank statements, if the bank supports sending it in the bank statement.
This applies to the new payment process. |
Accounting |
Cash Management |
9.09 |
2022-08-09 |
Change |
All |
| Transportation mode not correctly updated in Shipment window when customer is extended to supplier |
Earlier, if a customer also existed as a supplier (using the Extend to supplier option in the Customers (AR30300) window), when entering a shipment for a sales order, the transportation mode was not correctly picked from the customer.
This has now been fixed. |
Purchase To Pay |
Intrastat |
9.09 |
2022-08-09 |
Bug |
All |
| Performance of Supplier prices (AP202000) window improved |
You are now able to start filtering data in the Supplier prices (AP202000) window right away. By default, the page is no longer preloading all the existing data.
There is also a new Show all option to allow fetching all the existing data on supplier prices. |
Purchase To Pay |
Supplier Ledger |
9.09 |
2022-08-09 |
Change |
All |
| Invoice balance reset after Approved for payment field is updated via PUT SupplierInvoice endpoint |
Earlier, when the paySelected field was updated via PUT SupplierInvoice endpoint for an invoice partially paid, the open balance was reset to the initial balance available to pay.
The issue has been fixed and the solution has been deployed under a feature toggle. |
API |
Supplier Ledger |
9.09 |
2022-08-09 |
Bug |
All |
| Error message when selecting period 13 (Adjustment period) in revaluation windows |
Earlier, you received an error message when you selected period 13 (Adjustment period) in the Revalue general ledger accounts (CM506000), Revalue supplier accounts (CM504000) and Revalue customer accounts (CM505000) windows and the revaluation could not be processed. This has now been fixed and the date is automatically set when you select period 13. |
Accounting |
Currency Management |
9.09 |
2022-08-09 |
Bug |
All |
| Journal reconciliation header not correct when using Deselect all with filter |
Earlier, there was an error when you deselected all in the Journal reconciliations (GL30201S) window and the sums went wrong. This has now been fixed and reconciled debit and credit are correctly calculated. |
Accounting |
Registration |
9.09 |
2022-08-09 |
Bug |
All |
| Issues with allocations after introducing default qty=1 on sales order (SO301000) and sales invoice (AR301000) in 9.05 |
In version 9.05 was introduced default qty=1 for sales orders (SO301000) and sales invoices (AR301000). Just after activating this in production, it came up that it gave issues for sales orders created via the POST salesorderv2 endpoint regarding allocations, leading to shipments not being possible to create. The issue has now been resolved and will reactivate the default qty=1 as standard again.
There is one change compared to implementation done for version 9.05. Now the default quantity 1 is only set when you either POST a line with inventory ID, or if you in the UI select item ID on the line. For this reason adding lines without a reference to item will not automatically set the quantity to 1. |
API |
Sales Order |
9.09 |
2022-08-09 |
Bug |
All |
| Local tax authority pre-selected in tax windows |
A new column for Default Tax agency has been added to the VAT information tab in the Organisations (CS101500) and Branches (CS102000) windows.
Here you can select suppliers that have the option Supplier is tax agency activated.
When it is activated, the Tax agency will be suggested in the following windows:
TX502010 - VAT report details
TX40300S - VAT account control summary
TX40400S - VAT account control details
TX207000 - VAT periods
TX301000 - VAT adjustments
AR40501S - EC sales list
TX503500 - Recognise input VAT
TX503000 - Recognise output VAT
TX205200 - Reporting groups
TX205100 - Reporting settings
AR40500S - EC sales list (old)
Getting the tax agency works as follows:
- If the selected company/branch has a default tax agency set, it will be suggested.
- If default tax agency is empty in the company/branch, the windows will use the existing, else select the first tax agency from the lookup.
- In windows where company/branch does not exist, the default from the active company/branch will be used, or the first in the lookup.
NOTE!
Exeptions are for the the sceens
TX501000 Prepare VAT report
TX502000 Process VAT report
They will for now only select the first tax agency in the list if empty and else the selected in the screen when changing Company/Branch. |
Accounting |
Reporting to Government |
9.10 |
2022-08-16 |
Change |
All |
| Commitment amount incorrect in Projects window when reverse VAT was used |
Earlier, when using reversed VAT on purchase orders, the Commitments tab in the Projects (PM301000) window was showing incorrect values. This has now been fixed. |
Accounting |
Project |
9.10 |
2022-08-16 |
Bug |
All |
| Performance issue in the Sales price worksheets window |
Earlier, there was a performance issue when releasing a large amount of transactions in the Sales price worksheets (AR202010) window. This has now been improved and the release time is reduced by approximately half. |
Order To Cash |
Customer Ledger |
9.10 |
2022-08-16 |
Change |
All |
| *Journal reconciliations showing reclassified rows even if check box Include reclassified is not selected* |
Earlier, there was an error in the Journal reconciliations (GL30201S) window that showed reclassified rows even if the check box "Include reclassified" was not selected. This has now been fixed and reclassified rows are only shown if the check box "Include reclassified" is selected. |
Accounting |
GL Reconciliation |
9.10 |
2022-08-16 |
Bug |
All |
| Release general ledger transactions with projects and automatic reversing with Run allocation on release of project transactions selected |
Earlier, it was not possible to release general ledger transactions with projects and automatic reversing, if the check box Run allocation on release of project transactions was marked in the Projects (PM301000) window. This has now been fixed. |
Accounting |
Project |
9.10 |
2022-08-16 |
Bug |
All |
| Show invoice as default instead of attachment on purchase invoice |
Earlier, when an invoice and attachment had been sent through AutoInvoice, downloaded in invoice inbox and processed, attachments had always shown first on the Approval tab in the Purchase invoices (AP301000) window. This has now been fixed so that the invoice is always shown first. |
Purchase To Pay |
AutoInvoice Receiving |
9.11 |
2022-08-23 |
Bug |
All |
| Error saving note on VAT report when rejected by Altinn |
Earlier, in the Process VAT report (TX502000) window, if the validation of the tax report got the Report transfer status "Error validating report", it was not possible to add a note to the tax agency.
This has now been fixed and you can add a note. |
Accounting |
Reporting to Government |
9.11 |
2022-08-23 |
Bug |
All |
| Duplicated amounts in Dutch VAT report when having two VAT invoices/credit notes with the same VAT period and revision |
Earlier, the amounts were duplicated in the Dutch VAT report (TX62105S) when having two VAT invoices/credit notes with the same VAT period and revision. This has now been fixed and the method of getting the payment reference has been changed. |
Accounting |
Reporting to Government |
9.11 |
2022-08-23 |
Bug |
All |
| VAT taxable total set incorrectly for invoice |
Previously, the VAT taxable total was set incorrectly because of rounding in specific scenarios where the invoice contained a group discount and the invoice was created from a sales order/shipment. This has now been fixed. |
Order To Cash |
Sales Invoice |
9.11 |
2022-08-23 |
Bug |
All |
| Split, change accounts on several lines, correct cost and SAVE not properly working in Approval Editor |
Earlier, splitting, changing accounts on 2 different lines, correct cost and SAVE were not working in one operation in the Approval Editor.
This has now been fixed. |
Purchase To Pay |
Approval |
9.11 |
2022-08-23 |
Bug |
All |
| Fixed error of currency change on invoice line in Process bank transactions window screen |
Earlier, in the Process bank transactions (CA306000) window, there was an error when you selected a sales invoice in currency, split the line and automatically matched the split line to a rule: The currency on the invoice line was changed to cash account currency. This has now been fixed and it will always show the currency of the sales invoice. |
Accounting |
Cash Management |
9.12 |
2022-08-30 |
Bug |
All |
| When disassembling a kit with a lot/serial number that has been used before, the system uses the wrong components |
Earlier, when disassembling a kit with a previously used serial number, the system used kit components from the first time the serial number was used, instead of components from the current kit with that same serial number. This has now been fixed. |
Order To Cash |
Inventory |
9.12 |
2022-08-30 |
Bug |
All |
| Line note exposed on the Journal transaction endpoint |
Four methods in the JournalTransactionV2 endpoint now have the line note information exposed:
- GET /controller/api/v2/journaltransaction/{journalTransactionNumber}
- GET /controller/api/v2/journaltransaction
- POST /controller/api/v2/journaltransaction
- PUT/controller/api/v2/journaltransaction/{journalTransactionNumber} |
API |
Registration |
9.12 |
2022-08-30 |
Change |
All |
| Trial balance summary is not showing period when exported to Excel |
After version 8.88, the period and some other heading information were missing when exporting the Trial balance summary to Excel.
This has now been fixed. |
Accounting |
GL Reconciliation |
9.12 |
2022-08-30 |
Bug |
All |
| Unable to update "componentID" via PUT KitSpecifications endpoint |
Earlier, it was not possible to update "componentID" in an existing line of a kit specification via the PUT KitSpecifications endpoint. This has now been fixed. |
API |
Inventory |
9.12 |
2022-08-30 |
Bug |
All |
| Payment reference on branches with File tax by branch is not updated in purchase invoice |
For the Dutch VAT report (TX62105S), the payment reference in the Process VAT report (TX502000) window is updated in the Supplier reference field on the purchase invoice. When you close the VAT period for a multi-branch company, only the invoice for selected branch was updated with the payment reference. This has been fixed and all invoices are updated with the payment reference for each branch. |
Accounting |
Reporting to Government |
9.12 |
2022-08-30 |
Bug |
All |
| No more error message when using the same supplier reference for a Tax agency |
When you enter the same supplier reference on a tax agency supplier in the Purchase invoices (AP301000) window, you will no longer get an warning or error message since you must be able to enter the same reference on all invoices that are in the same VAT period.
For a normal supplier, you will get the normal messages depending on the settings for checking of supplier reference. |
Accounting |
Reporting to Government |
9.12 |
2022-08-30 |
Change |
All |
| Max./Min. and Close buttons visible in Help Centre |
Earlier, the Max./Min. and Close buttons were not visible in the Help Centre window. This has now been fixed. |
General |
General |
9.12 |
2022-08-30 |
Bug |
All |
| Error in calculation of depreciation |
Error in calculation of depreciation for fixed assets with opening balance |
Accounting |
Fixed Assets |
9.12 |
2022-08-30 |
Bug |
All |
| Error in processing companies from the source without ledgers |
Earlier, in the Consolidation (GL103000) window, you got the error message: Another process has added 'GLConsolBranch'. Your changes will be lost.
This happened if the the source had a company without ledgers.
This has now been fixed and companies from the source without ledgers will not be processed. |
Accounting |
Consolidation |
9.12 |
2022-08-30 |
Bug |
All |
| Data not sorted correctly in GET Inventory request with Pagination and LastModifiedDateTime |
Earlier, response data were not sorted correctly in a GET Inventory request with Pagination and a LastModifiedDateTime filtering. This has now been fixed. |
API |
Inventory |
9.12 |
2022-08-30 |
Bug |
All |
| Data not sorted correctly in GET Inventory request with Pagination and availabilityLastModifiedDateTime |
Earlier, response data were not sorted correctly in a GET Inventory request with Pagination and a availabilityLastModifiedDateTime filtering. This has now been fixed. |
API |
Inventory |
9.12 |
2022-08-30 |
Bug |
All |
| Attachments not showing properly |
Previously, the image of some specific documents received by VnE was not properly displayed using the Show files option in the Purchase invoices (AP301000) window. In order to increase the quality, there is a new button under Show files which will allow you to see the invoice images in an external window. |
Purchase To Pay |
Supplier Ledger |
9.12 |
2022-08-30 |
Bug |
All |
| Window IN617500 title change |
The title of the Preview default cost change (IN617500) window has been changed to "Preview standard cost change" in user language English (United Kingdom). |
Order To Cash |
Content |
9.12 |
2022-08-30 |
Change |
All |
| The order does not contain any items planned for shipment |
After release 9.9.0.1004 there was an error regarding orders did not contain any items planned for shipment. This has now been fixed |
Order To Cash |
Sales Order |
9.12 |
2022-08-30 |
Bug |
All |
| New option "Automatic split of batch payment from customers into payment per customer" for bank transactions |
You have now the possibility to split batch payments per customer for bank transactions by using the new setting "Automatic split of batch payment from customers into payment per customer" on the Settings for matching tab in the Cash management (CA101000) window. |
Accounting |
Cash Management |
9.13 |
2022-09-06 |
Change |
All |
| Discrepancy between date and period for payments |
In some scenarios, the supplier payments got a different financial period from the payment date in the AutoPay payment process. This has now been fixed. |
Purchase To Pay |
Outgoing Payment |
9.13 |
2022-09-06 |
Bug |
All |
| Account used for payment displayed incorrectly if second location was using the same as default location setting in the payment settings |
In the Purchase invoices (AP301000) window, the Account field used for payments on the Financial details tab was incorrectly displayed for purchase invoices if the second location that was used had same as default location setting applied on the Payment settings tab in the Supplier locations (AP303010) window.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.13 |
2022-09-06 |
Bug |
All |
| Not possible to add a new line via PUT Stocktake V2 |
Earlier and in some circumstances, it was not possible to add a new line via the PUT Stocktake V2 endpoint. This has now been fixed. |
API |
Inventory |
9.13 |
2022-09-06 |
Bug |
All |
| Empty revision for multi-branch companies in Process VAT report |
The error message "Revision can not be empty" in Process VAT report (TX502000) for multi-branch companies has now been fixed and the last revision is suggested in the window. This only occurred in Dutch companies when you reopened the window. |
Accounting |
Reporting to Government |
9.13 |
2022-09-06 |
Bug |
All |
| Disabled changing payment location on Financial details tab of Purchase invoices window |
Earlier, you were able to change payment location regardless of the invoice status on the Financial details tab in the Purchase invoices (AP301000) window, but it did not have any affect. Now the field is disabled and it will continue show the value that was appointed in the Location field in the invoice header. You can apply changes to the payment location in the Location field before releasing the document. |
Purchase To Pay |
Supplier Ledger |
9.14 |
2022-09-13 |
Bug |
All |
| Change on what invoices are shown in Process VAT report (TX502000) window |
In the Process VAT report (TX502000) window on the Supplier document tab, there is a change regarding what invoices are shown. VAT invoices posted in the next open period because they were created after the financial period was closed and "Allow posting on closed period" was not set in the general ledger preferences are now shown in the VAT period where they were created. Manually created invoices for the tax agency are shown according to the document date corresponding to the VAT period from and to date.
In addition, the supplier reference is added to the invoice line so it's easy to see that the payment reference number from the reporting period is correct on the invoice. |
Accounting |
Reporting to Government |
9.14 |
2022-09-13 |
Bug |
All |
| New column for external item ID in Purchase invoices window (AP301000) |
In the Purchase invoices (AP301000) window, there is a new field called External item ID. In this particular column Visma.net ERP is storing the external item ID that is mentioned in the Visma.xml (In xml is called "XXXX" when receiving invoices from AutoInvoice. External item ID will be automatically displayed in the Purchase invoices window if the Use external item ID option is active in the Supplier ledger preferences (AP101000) window. |
Purchase To Pay |
AutoInvoice Receiving |
9.14 |
2022-09-13 |
Change |
All |
| Performance improvements in Release expense claims (EP501000) window |
The performance of the Release expense claim (EP501000) window has been improved regarding:
- the loading time of the expense claims in the window
- the selection time of multiple expense claims
- the releasing process time of multiple expense claims |
Accounting |
Time & Expense |
9.14 |
2022-09-13 |
Change |
All |
| Error when pasting a copied purchase invoice |
Earlier, there was an error when copying and pasting a purchase invoice with the setting Raise an error on duplicate supplier reference number in the Purchase invoices (AP301000) window. This has now been fixed and you will get a warning when you paste and and an error on saving if you do not change the supplier reference. |
Purchase To Pay |
Supplier Ledger |
9.14 |
2022-09-13 |
Bug |
All |
| Improved navigation in the Stock items list window for items with alternative item IDs |
The system opens the first item on the list when you:
- add an Alt. item ID in the Stock items (IN202500) window
- add the table INitemXRef to the Generic inquiry (SM208000) window for inquiry title IN-StockItem
and
- click on items with alternative item IDs of the Global or Barcode type in the Stock items (IN2025PL) list window.
To improve the search results, a new column Default was added to the Stock items window, the Cross-reference tab, and the possibility to add DefaultAlternateID to the InventoryItem table in the Generic inquiry window, instead of needing to add the INItemXRef table. When selecting an alternative item ID as the default, you will now be navigated to the correct item when clicking the item in the Stock items list window. |
Order To Cash |
Inventory |
9.15 |
2022-09-20 |
Bug |
All |
| Inactive subaccounts available in Approval Editor |
Previously, even if certain subaccounts were deactivated in Visma.net ERP, they were still available for usage in Approval Editor.
This has now been fixed. |
Purchase To Pay |
Approval |
9.15 |
2022-09-20 |
Bug |
All |
| Allow posting on closed periods in General ledger preferences in posting tax agency invoices to corresponding open period |
You do not need to check the Allow posting on closed periods option in the General ledger preferences (GL102000) window to post tax agency invoices to the corresponding open period if the period is closed in supplier ledger. As long as the period is open in general ledger, the invoice and batch for the VAT will be posted in the open period.
If the period is closed in General ledger, you have to check the Allow posting on closed periods option in General ledger preferences.
Inactive periods will be ignored and posted according to the rules mentioned above. So you will not get the error that the period is inactive.
The following messages will be given depending on the setting in General ledger preferences
Allow posting on closed periods not set:
The financial period P1-YYYY corresponding to the end date (DD.MM.YYYY) of the tax period 'P1-YYYY' is closed.
The generated documents will be posted to the first available open period P2-YYYY.
Check Allow Posting to closed periods in General ledger preferences (GL102000) to post the documents on the closed period P1-YYYY.
Allow posting on closed periods is set:
The financial period P1-YYYY corresponding to the end date (DD.MM.YYYY) of the tax period 'P1-YYYY' is closed.
The generated documents will be posted to the closed period P1-YYYY.
Uncheck Allow posting to closed periods in General ledger preferences (GL102000) to post the documents on the first available period P2-YYYY. |
Accounting |
Reporting to Government |
9.15 |
2022-09-20 |
Change |
All |
| Preparing for the discontinuation of the Classic payment service on October 3rd |
Preparing for the discontinuation of the Classic payment service on October 3rd, as communicated earlier, we have made some changes. These changes will NOT affect any feature nor functionality. |
Purchase To Pay |
Outgoing Payment |
9.15 |
2022-09-20 |
Change |
All |
| Automation schedules with filters displaying dates differently depending on language |
Earlier, in the Automation schedule (SM205020) window, when creating schedules containing filters with dates, the date was displayed differently in the window depending on your language.
This has now been fixed. |
General |
System Service |
9.16 |
2022-09-27 |
Bug |
All |
| Search of accounts in From account / To account on Account specification report |
In the Account specification (GL63301S) window, you can now search for account number and description.
If you have selected an account number in the From column, the search in the To column is limited to search To account not equal or larger than the selected onr in the From account. |
Accounting |
GL Reconciliation |
9.16 |
2022-09-27 |
Bug |
All |
| Supplier reference missing on Dutch VAT invoices |
Earlier, there was an error on Dutch VAT invoices with missing payment reference when the financial period was closed and the invoice was created in the next open period.
This has now been fixed and the invoice gets the supplier reference equal to the payment reference in the Process VAT report (TX502000) window. |
Accounting |
Reporting to Government |
9.16 |
2022-09-27 |
Bug |
All |
| Alternative description field in layout templates for purchase orders |
Earlier, the Alternative description field was not available in the layout templates for Purchase order. This has now been fixed. |
Order To Cash |
Purchase Order |
9.17 |
2022-10-04 |
Change |
All |
| Item availability visible in the Purchase orders window |
When using the Purchase orders (PO301000) window, it is now possible to see the availability for an item in the table footer. It is no longer needed to look up the availability in another window. |
Order To Cash |
Purchase Order |
9.17 |
2022-10-04 |
Change |
All |
| Performance improvements in Autopay inbox window |
There are new performance improvements in the Autopay inbox (CA50400S) window when using the action Import from Autopay. |
Accounting |
Payment |
9.17 |
2022-10-04 |
Change |
All |
| Description filter working again when preparing replenishment lists |
Filtering with the Description field in window IN508000 Prepare replenishment does no longer fail. |
Order To Cash |
Inventory |
9.17 |
2022-10-04 |
Bug |
All |
| Excluded expense types EX_FB - fuel benefit and EX_MB - meal benefit from Expense Inbox |
In Expense Inbox (EP50604S) the following expense type have been excluded from expense claims:
- EX_FB - fuel benefit
- EX_MB - meal benefit.
Therefore, any claims having transactions with this expense types will not show these lines in Expense inbox. |
Accounting |
Time & Expense |
9.17 |
2022-10-04 |
Bug |
All |
| Show pop-up with link to New payment service when a batch is part of a request and when clicking Send payments |
When clicking on Send payments in the Batch payments (AP305000) window, the user will be redirected to the Process payments (AP50301S) window. You will receive a message containing the number of the request ID that needs to be resent from Status tab. |
Purchase To Pay |
Outgoing Payment |
9.17 |
2022-10-04 |
Change |
All |
| A new warning message added when paying an invoice with missing SPOT rate |
Earlier, when paying an invoice with a missing SPOT rate, an incorrect warning message was displayed in the Purchase invoices (AP301000) window.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.18 |
2022-10-13 |
Bug |
All |
| Unable to release adjustment for receipt where original receipt amount is no longer available |
Previously, you could not create an adjustment to add landed costs on a receipt if there was no more available quantity on the products. This has now been fixed. |
Order To Cash |
Inventory |
9.18 |
2022-10-13 |
Bug |
All |
| Missing fields now available in the CustomerInvoice, CustomerDebitNote, CustomerCreditWriteOff and CustomerCreditNote GET Endpoints |
The fields ShipmentNumber, OrderType and OrderNumber are no longer missing in the following GET endpoints: Customerinvoice, CustomerDebitNote, CustomerCreditWriteOff and CustomerCreditNote. |
API |
Sales Invoice |
9.18 |
2022-10-13 |
Change |
All |
| Supplementary VAT report not including revisions higher than revision in the processed period. |
Earlier, the supplementary VAT report did not include revisions higher than the revision in the processed period.
So if the revision is 2 in the current reporting period and you had higher revisions in any of the periods between the first reporting period and reporting period, values for these revision higher than 2 were not included.
This has now been fixed and all revisions for the selected periods are included in the supplementary report. |
Accounting |
Reporting to Government |
9.18 |
2022-10-13 |
Bug |
All |
| New option for setting Branch in Bank transaction rules |
There is a new field Branch in the Bank transaction rules (CA204500) window, which can be set for a much better and automated transaction processing. |
Accounting |
Cash Management |
9.18 |
2022-10-13 |
Change |
All |
| New recognition option Use Name from bank in Bank transaction rules window |
You can use a new option for recognition by activating the checkbox "Use Name from bank" in the Bank transaction rules window, which will improve the automated transaction processing. |
Accounting |
Cash Management |
9.18 |
2022-10-13 |
Change |
All |
| The Inventory/receipt API expanded to get Lot/Serial no. |
The Inventory/receipt API now also contains an option to get Lot/Serial no. from the Receipts (IN301000) window in the Inventory workspace. |
Order To Cash |
Inventory |
9.18 |
2022-10-13 |
Change |
All |
| Breaking change on Branch endpoint |
The following flags on the Branch endpoint will be set to false by default starting the 11th of October 2022:
- expandAddress
- expandContact
- expandCurrency
- expandVatZone
- expandLedger
- expandIndustryCode
- expandDeliveryAddress
- expandDeliveryContact
- expandDefaultCountry |
API |
Branch |
9.18 |
2022-10-13 |
Change |
All |
| Unit of measure for kit assemblies is recalculated and coordinated according to base unit for item |
When creating a sub-assembly containing items with different units of measure (UoM), the system recalculates the UoM for the whole assembly according to the UoM of the base unit. |
Order To Cash |
Inventory |
9.18 |
2022-10-13 |
Bug |
All |
| Local tax authority pre-selected in VAT windows |
There is a new column for Default Tax agency on the VAT information tab in the Organisations (CS101500) and Branches (CS102000) windows and it is used in
TX501000 Prepare VAT report
TX502000 Process VAT report
Getting the tax agency works as follows:
- If the selected company/branch has a default tax agency set, it will be suggested.
- If default tax agency is empty in the company/branch, the windows will use the existing, else select the first tax agency from the lookup. |
Accounting |
Reporting to Government |
9.18 |
2022-10-13 |
Change |
All |
| Two new columns in the Bank transactions history window |
For more details on bank transactions, two new columns have been added in the Bank transactions history (CA402000) window:
- Name from bank
- Account from bank. |
Accounting |
Cash Management |
9.18 |
2022-10-13 |
Change |
All |
| Payments not matched based on end to end ID in Process bank transactions |
There was an error with payments which were not matched based on the end to end ID in the Processing bank transactions (CA306000) window if the Payment ref field in the Supplier payments (AP302000) window was not filled in. This has now been fixed. |
Accounting |
Cash Management |
9.18 |
2022-10-13 |
Bug |
All |
| Change of purchase invoice date updating original invoice date |
When original invoice date is in use and the option Use orig. invoice date on payment terms is activated in the Supplier ledger preferences (AP101000) window, the dates for due date, cash discount date and payment date are calculated from original invoice date.
Changing date from the purchase invoice was incorrectly updating the original invoice date. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.18 |
2022-10-13 |
Bug |
All |
| An improved and easier way of getting historical inventory valuation |
The Historical inventory valuation summary (IN61800S) report has been changed to display all products that have stock value at the specified period, instead of only showing products with a change in value during the selected period.
In the Historical inventory valuation summary (IN61800S) window the following columns have been renamed from
- Begin cost
- Cost
- End cost
to
- Begin value
- Value change
- End value
In the Inventory valuation (IN61550S) window, column Total cost has been renamed to Total value. |
Order To Cash |
Inventory |
9.18 |
2022-10-13 |
Change |
All |
| "Match item during import" feature enabled for Contracting works customers |
A new "Match item during import" feature has been enabled for Contracting works customers in the Suppliers (AP303000) window. |
Purchase To Pay |
AutoInvoice Receiving |
9.18 |
2022-10-13 |
Change |
All |
| API Inventory - CostPriceStatistics note returned for some stock items when getting list |
CostPriceStatistic is now correctly populated for all items when using the GET list Inventory API endpoint. |
API |
Inventory |
9.18 |
2022-10-13 |
Bug |
All |
| New number of messages filter in the Autopay inbox |
There is a new filter option "Number of messages" in the Autopay inbox (CA50400S) window, which will specify how many records are retrieved. The default value is 0 meaning all messages are visible in the table. When using this option it will filter ascending from the lowest to highest FileID and can be added in the scheduler so that you can process a specific number of messages. |
Accounting |
Cash Management |
9.18 |
2022-10-13 |
Change |
All |
| Clipboard button removed from Add report to window |
In the Add report to window (CS20200S), the Clipboard button (with Copy, Paste and Save as template actions) has been removed.
These actions have no function in this window, and their use often resulted in corrupted data. |
General |
Setup of new companies |
9.18 |
2022-10-13 |
Bug |
All |
| Payment date available in response message for CustomerPayment GET and GET all |
There is a new field "Payment date" available in the response message for the CustomerPayment GET and GET all operations |
Accounting |
Payment |
9.18 |
2022-10-13 |
Change |
All |
| Reverse action enabled for purchase credit notes in Purchase invoices window |
Documents with the Purchase credit note type can from now on be reversed in the Purchase invoices (AP301000) window. Reversing purchase credit notes will make a copy of the document with the Credit adjustment type. |
Purchase To Pay |
Supplier Ledger |
9.19 |
2022-10-25 |
Change |
All |
| Unable to update a purchase receipt's supplier ID via API |
Earlier, it was not possible to update "supplierId" in the PUT PurchaseReceipt endpoint. This has now been fixed. |
API |
Purchase Order |
9.19 |
2022-10-25 |
Bug |
All |
| Period filter added to purchase receipt accrual reports |
A new filter for period has been added to the Purchase receipt accrual summary (PO630500) and Purchase receipt accrual details (PO631000) windows.
You can now simulate accrual details on purchase order receipts by the "To period" option. When earlier periods are chosen as this period, these two reports will display the currently excluded receipts by the condition, if the receipt still included uninvoiced quantity and/or amounts on the last day of the selected period. |
Order To Cash |
Purchase Order |
9.19 |
2022-10-25 |
Change |
All |
| SupplierInvoice endpoint not allowing negative retainage |
Previously, when creating an invoice via API, you were not allowed to enter a negative retainage amount.
This has now been fixed. |
API |
Supplier Ledger |
9.19 |
2022-10-25 |
Bug |
All |
| Aging reports show suppliers with zero balance |
Previously, all the aging reports were showing suppliers with zero balances. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.19 |
2022-10-25 |
Bug |
All |
| ProjectBasic endpoint returning deleted projects |
When third party integrators were using the ProjectBasic endpoint to get all active projects, the endpoint was returning all projects including the projects that were deleted. This has now been fixed. |
Accounting |
Project |
9.19 |
2022-10-25 |
Bug |
All |
| Field Bank Detail Type exposed in PaymentMethod endpoint |
Previously, the Bank Detail Type field was not returned by the PaymentMethod endpoint.
This has now been fixed. |
API |
Outgoing Payment |
9.19 |
2022-10-25 |
Change |
All |
| Retainage functionality enabled for purchase credit notes |
The retainage functionalities have now been enabled for purchase credit notes. The retainage functionality for credit notes will follow the same logic as for purchase invoices.
When matching purchase invoices to purchase credit notes in the Purchase invoices (AP301000) window, which both contained retainage, the corresponding retainage documents need to be applied to each other as well, in addition to the source documents that would be applied. |
Purchase To Pay |
Supplier Ledger |
9.19 |
2022-10-25 |
Change |
All |
| SupplierPayment endpoint returns wrong data when payments and credit notes have the same reference number |
Previously, both GET ALL and GET Specific - SupplierPayment endpoints returned the wrong data when payments and credit notes had the same reference number. This has now been fixed, but please note the following:
1.Get ALL SupplierPayment endpoint will return the correct header details and invoice lines applied against each payment document
2. The initial Get SPECIFIC SupplierPayment endpoint (controller/api/v1/SupplierPayment /paymentnumber), in order to be backward compatible, will return only one document, being the payment OR the credit note depending on the used filters.
3. A NEW endpoint Get SPECIFIC SupplierPayment endpoint has been deployed by type and number (controller/api/v1/SupplierPayment /paymenttype/paymentnumber). This one will return the correct information depending on the chosen document. |
API |
Outgoing Payment |
9.19 |
2022-10-25 |
Bug |
All |
| Copy/paste of stock items no longer fails |
Stock items with a cross-reference can now correctly be copied and pasted. |
Order To Cash |
Inventory |
9.19 |
2022-10-25 |
Bug |
All |
| Item quantity on purchase orders and purchase receipts visible in the Purchase orders window |
When using the Purchase orders (PO301000) window, it is now possible to see the quantity of an item on purchase orders and purchase receipts in the item line's table footer. It is no longer needed to look up these quantities in the Add item dialog box. |
Order To Cash |
Purchase Order |
9.19 |
2022-10-25 |
Change |
All |
| POST PurchaseReceipt and PUT PurchaseReceipt endpoints return error |
The endpoints POST PurchaseReceipt and PUT PurchaseReceipt no longer incorrectly return an error when the content contains "landedCost". |
API |
Purchase Order |
9.20 |
2022-11-01 |
Bug |
All |
| POST PurchaseOrderReceiptBasic endpoint fails in some circumstances |
Earlier, the POST PurchaseOrderReceiptBasic endpoint was failing in some circumstances. This has now been fixed. |
API |
Purchase Order |
9.20 |
2022-11-01 |
Bug |
All |
| Error with invoices from Invoice inbox when "Move invoice to next open/active" was enabled and next open is same as current period |
Earlier, if receiving an invoice to Invoice Inbox (AP50604S) to a closed period and the Move invoice to next open/active period check box was selected in the Supplier ledger preferences (AP101000), there was an error and the invoice was not created when next open period would have been same as current dates period.
This has now been fixed and in this scenario the invoice is created in the next open/active period. |
Purchase To Pay |
AutoInvoice Receiving |
9.20 |
2022-11-01 |
Bug |
All |
| Improved performance on GET ALL SupplierPayment endpoint |
The performance of the GET ALL SupplierPayment endpoint has been improved, and it is currently in pilot testing. This will be tested by a small number of clients in the beginning. Once the pilot testing phase is completed, the improvement will be enabled for everyone. |
Purchase To Pay |
Supplier Ledger |
9.20 |
2022-11-01 |
Change |
All |
| VAT codes on item classes not applied to children |
VAT codes are now correctly applied to children item classes when the action "Apply to children" is used in the Item classes (IN201000) window. |
Order To Cash |
Inventory |
9.20 |
2022-11-01 |
Bug |
All |
| *Not able to update Default issue from or Default receipt to on stock item of Subassembly type* |
You can now correctly update Default issue from and Default receipt to properties for all types of stock items using the Inventory API endpoint. |
Order To Cash |
Inventory |
9.20 |
2022-11-01 |
Bug |
All |
| Disabled actions for Overdue charges in Customer ledger preferences |
The actions "Reverse and apply to note", "Reverse" and "Correct invoice" have now been disabled in the Customer ledger preferences (AR301000) window when the document type is Overdue charges. |
Order To Cash |
Customer Ledger |
9.20 |
2022-11-01 |
Change |
All |
| Restriction groups functionality now works correctly in the Sales order window |
The restriction groups functionality no longer fails to hide restricted customer accounts in the Sales orders (SO301000) window, when you create a new sales order. |
Order To Cash |
Sales Order |
9.20 |
2022-11-01 |
Bug |
All |
| The newly added default field for the cross reference in the table now updates correctly |
The DefaultAlternateID field is now correctly updated in the database when an existing alternate ID is changed on a stock item. |
Order To Cash |
Inventory |
9.20 |
2022-11-01 |
Bug |
All |
| SalesOrder endpoint returned 500 Internal Server Error instead of 400 Bad Request |
The POST SalesOrder endpoint now returns the correct 400 Bad Request error instead of the incorrect 500 Internal Server Error when you try to create a sales order with a previously used sales order number. |
API |
Sales Order |
9.20 |
2022-11-01 |
Bug |
All |
| New GET endpoints in the API for Fixed Asset |
New GET endpoints in the API for Fixed Asset:
fixedAsset
fixedAsset/{assetID}
fixedAssetTransaction
fixedAssetTransaction/{RefNo}
fixedAssetClass
fixedAssetClass/{classID}
fixedAssetPropertyTaxGroup (NL only)
fixedAssetPropertyTaxGroup/{propertyTaxID} (NL only) |
API |
Fixed Assets |
9.20 |
2022-11-01 |
Change |
All |
| *Payment lead time disabled in Supplier ledger preferences* |
The Payment lead time field has now been disabled in the Supplier ledger preferences (AP301000) window. This field's input was used as the default filter value in the Approve purchase invoices for payment (AP502000) window.
Filtering values for the Approve purchase invoices for payment (AP502000) window have now been set to zero as default days for filtering in the fields "Payment date within", "Due date within", and "Cash discount expires within". |
Purchase To Pay |
Supplier Ledger |
9.20 |
2022-11-01 |
Change |
All |
| *Rounding behaviour in sales order line Disc. unit price field unified with Ext. price field* |
Previously the discounted unit price value rounded up, which in some calculations caused the discounted price to exceed the extended price, and in a certain scenario this led to problems with creating the invoice.
This has now been fixed. |
Order To Cash |
Sales Order |
9.20 |
2022-11-01 |
Bug |
All |
| Wrong response status 500 when creating shipment via POST endpoint /controller/api/v2/salesorder/\{saleOrderNumber}/action/createShipment |
When you try to create a shipment for a specific sales order with not all lines available in stock and option "Ship only when complete", you will no longer get the incorrect error response status 500, but a 409 (Conflict) with descriptive message instead. |
API |
Sales Order |
9.20 |
2022-11-01 |
Bug |
All |
| Webhook for salesorder wrongfully triggered for response status 4xx or 5xx when creating shipment via POST endpoint /controller/api/v2/salesorder/\{saleOrderNumber}/action/createShipment |
When you try to create a shipment for a specific sales order with not all lines available in stock, you will no longer get a wrongful webhook notification indicating the sales order status has changed to status 'Shipping'. |
API |
Sales Order |
9.20 |
2022-11-01 |
Bug |
All |
| *Override payment method for bank processing selected when trying to process bank transactions* |
Earlier, when using the setting Override payment method for bank processing and trying to process bank transactions (CA306000) or incoming payments (AR305000), the system was showing the error Payment method cannot be found in the system or No business account selected.
This has now been fixed. |
Accounting |
Cash Management |
9.20 |
2022-11-01 |
Bug |
All |
| Cash discount settings move from the new Process payments window to Supplier ledger preferences window |
Monday morning the 31st of October the cash discount settings will be moved from the new payment service (AP50301S) window to the Supplier ledger preferences (AP301000) window for all companies. |
Purchase To Pay |
Outgoing Payment |
9.20 |
2022-11-01 |
Change |
All |
| When provisioning a new company, always install new payment service as default |
When provisioning new DEMO systems, the vlassic payment service was provisioned. From now on all new DEMO systems will get the new payment service as default. |
General |
System Service |
9.20 |
2022-11-01 |
Change |
All |
| You can now select window ID: AP301000 - Purchase invoices when creating custom notifications. You can also be notified about invoices with missing IBAN. |
When creating a new custom notification, you will be able to select window ID: AP301000 - Purchase invoices.
Under Custom Notifications, screen SM2050PL, you can find a new static notification that contains information about invoices that are released with missing IBAN. |
General |
Notifications |
9.21 |
2022-11-08 |
Change |
All |
| Add allocations to kit assemblies to support industries using expiry dates or lot numbers |
In API, you have the possibility to set the kit allocations for a Kit Assembly (POST / PUT), and you can now use stock items for the assembly to set the allocations for the stock items individually.
This is important, for example, for food production where the different ingredients (stock components) used for producing an assembly need to have full control of the allocations, meaning the expiry date.
To achieve this, the allocations for each stock component line are now exposed in the API (PUT/POST). |
API |
Inventory |
9.21 |
2022-11-08 |
Change |
All |
| Fix of net sales amount and additional table selection in Sales profitability reports |
Previously, the Sales profitability reports (AR671000, AR672000, AR673000, AR674000, AR675000, AR676000) showed the Net sales amount incorrectly when the invoice contained a header discount. This has now been fixed.
In addition, there is now the possibility to select fields from the SOLine table in the reports. With this, you are able to set that the cost is taken from the connected sales order line, instead of the invoice line. |
Order To Cash |
Sales Order |
9.21 |
2022-11-08 |
Bug |
All |
| Impossible to move a supplier with voided documents to Inactive status |
Earlier, an error was triggered saying "The supplier has open transactions" when trying to change the status to Inactive for a supplier with voided documents.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.21 |
2022-11-08 |
Bug |
All |
| Now possible to insert a TransferOrder line in PUT PurchaseReceipt |
Earlier, it was not possible to insert a TransferOrder line in a PUT PurchaseReceipt endpoint request. This has now been fixed. |
API |
Purchase Order |
9.21 |
2022-11-08 |
Bug |
All |
| Invalid error token in download request |
For some customers there were issues when receiving the account statements in Autopay inbox due to the generated token which could be not unique for parallel requests. This has now been fixed. |
Accounting |
Payment |
9.21 |
2022-11-08 |
Bug |
All |
| Error in currency conversion when converting a quotation to a sales order |
Earlier, there was a bug when you converted a quotation to a sales order and you had a currency configured in Visma.net ERP. This was calculated wrong when the conversion was done. This has now been fixed. |
Order To Cash |
Sales Order |
9.21 |
2022-11-08 |
Bug |
All |
| Balance by GL account window showing voided prepayment with an open balance |
Earlier, when checking the Balance by GL account (AP63200S) for open documents, the report was showing voided prepayments with an open balance.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.21 |
2022-11-08 |
Bug |
All |
| Error when sending transactions with project X- non project code |
In earlier versions, there was an error when sending transactions with project X- non project code, breaking the Payroll FI integration. This has now been fixed |
Accounting |
Project |
9.21 |
2022-11-08 |
Bug |
All |
| Autosave not in place for manually added values in transaction descriptions or subaccounts fields |
Earlier, when you were manually adding transaction descriptions or subaccounts values in the Purchase invoices window (AP301000), the new values were not autosaved by VnE.
This has now been fixed. |
Purchase To Pay |
Approval |
9.21 |
2022-11-08 |
Bug |
All |
| Quantity handled with correct sign on automatically reversed batch |
In the Journal transactions (GL301000) window, the Quantity column on a batch that has automatic reversing set, is now posting the quantity correctly with the opposite sign in the reversed batch. |
Accounting |
Registration |
9.22 |
2022-11-16 |
Bug |
All |
| Information entered in the blank lines during stocktaking will now be correctly included in the stocktaking |
Information (Item ID, Item, Warehouse etc.) entered in the blank lines/fields during stocktaking will now be correctly included in the stocktaking. Previously the lines with blank fields were ignored during stocktaking. |
Order To Cash |
Inventory |
9.22 |
2022-11-16 |
Bug |
All |
| Opening VAT adjustment (TX301000) window when both VAT period and financial period are closed |
The problem not being able to open the VAT adjustment (TX301000) window when both VAT period and financial period are closed has now been fixed. You will not get an error and, depending on the setting Allow posting on closed periods in General ledger preferences you will be allowed post it on a closed period or the next open period. |
Accounting |
Reporting to Government |
9.22 |
2022-11-16 |
Bug |
All |
| Fix on expandSegmentsValues parameter for GET /dimension endpoint |
The parameter expandSegmentsValues for endpoint /controller/api/v1/dimension/{dimensionId} now returns values correctly when set to True/False. |
API |
Registration |
9.22 |
2022-11-16 |
Bug |
All |
| Action "Send to AutoInvoice" and check box "Show closed invoices/credit notes" in the Send invoices window now work correctly retroactively |
Earlier, when you created an invoice with Send to AutoInvoice selected, and used the "Reverse and apply to note" action, the invoice and credit note would not appear in the Send invoices (AR508000) window, after you selected Send to AutoInvoice and Show closed invoices/credit notes. This has now been fixed, so that you can send these documents to AutoInvoice. |
Order To Cash |
Customer Ledger |
9.22 |
2022-11-16 |
Bug |
All |
| Action "Send to AutoInvoice" and check box "Show closed invoices/credit notes" in the Send invoices window now work correctly |
Earlier, when you created an invoice with Send to AutoInvoice selected, and used the "Reverse and apply to note" action, the invoice and credit note would not appear in the Send invoices (AR508000) window, after you selected Send to AutoInvoice and Show closed invoices/credit notes. This has now been fixed, so that you can send these documents to AutoInvoice. |
Order To Cash |
Customer Ledger |
9.22 |
2022-11-16 |
Bug |
All |
| Improved performance in Purchase invoices (AP301000) when using different ADD PO functions |
The new performance improvement is reducing loading times when using the functions of the buttons
Add purchase order receipt
Add purchase order receipt line
Add purchase order
Link line |
Purchase To Pay |
Supplier Ledger |
9.22 |
2022-11-16 |
Change |
All |
| Batches going out of balance after splitting an invoice line |
Previously, while a pre-booked invoice coming from AutoInvoice was split and released in the Purchase invoices (AP301000) window, the batch went out of balance. The error is encountered only by non-taxable companies.
This fix is covered by a feature toggle and will be enabled only for non-taxable companies following the above scenario. |
Purchase To Pay |
Approval |
9.22 |
2022-11-16 |
Bug |
All |
| Static notification message about missing IBAN in Purchase invoices window displaying the correct invoice number |
The static notification about missing IBAN now displays the correct invoice number in the Purchase invoices (AP301000) window.
To make the static notification work, remember to set it as active when setting it up. |
General |
Notifications |
9.22 |
2022-11-16 |
Bug |
All |
| Added possibility to skip the alt. item ID check, and improved error message when the alt. item ID check does not let you create a purchase receipt |
When you want to create a purchase receipt based on a purchase order, of which an item's alternative item ID has been changed in the meantime, an error message will appear with now more specific information on why creation of the purchase receipt failed.
In addition, the check box "Do not check alt. item ID on creation of purchase receipt" has been added in the Purchase order preferences (PO101000) window, which allows you to create a purchase receipt in the Purchase order (PO301000) window when an item's alternative item ID has been changed. |
Purchase to Pay |
Purchase order |
9.22 |
2022-11-16 |
Bug |
All |
| You can now search for TR orders in the Sales orders list window |
Earlier, it was not possible to search for TR orders in the search field in the Sales orders (SO3010PL) list window. This has now been fixed. |
Order To Cash |
Sales Order |
9.23 |
2022-11-23 |
Bug |
All |
| Manual amount now copied to credit note when using Correct invoice in the Sales invoices window |
The credit note created after using the Correct invoice functionality in the Sales invoices (AR301000) window, no longer fails to copy any manual amounts on the original invoice. |
Order To Cash |
Sales Order |
9.23 |
2022-11-23 |
Bug |
All |
| Changing the address to a foreign one on a domestic supplier not working via API |
Earlier, when you changed the address of a domestic supplier to a foreign one via API, the change was not working.
This has now been fixed. |
API |
Supplier Ledger |
9.23 |
2022-11-23 |
Bug |
All |
| Exporting Balance with external codes to Excel or PDF now includes External code 1 and 2 |
Now, when exporting the report Balance with external codes (GL63201S) to Excel or PDF, the values for External code 1 and 2 are included in the exported report. |
Accounting |
GL Reconciliation |
9.23 |
2022-11-23 |
Bug |
All |
| Aging reports not showing prepayment documents |
The aged reports were incorrectly excluding all prepayment documents from the reports. Only the prepayments which do not contain a batch and are done from Purchase invoices (AP301000) window are now excluded.
Prepayments that do contain a batch are included again in the following reports:
Aged past due (AP631000)
Aged past due MC (AP631100)
Aged outstanding (AP631500)
Aged outstanding (currency) (AP631600) |
Purchase To Pay |
Supplier Ledger |
9.23 |
2022-11-23 |
Bug |
All |
| Fix of invoice rows not included in Sales profitability reports |
Previously, the Sales profitability reports (AR671000, AR672000, AR673000, AR674000, AR675000, AR676000) did not include rows for invoices that had no Item ID.
This has now been fixed. |
Order To Cash |
Sales Order |
9.23 |
2022-11-23 |
Bug |
All |
| Action "Send to AutoInvoice" and check box "Show closed invoices/credit notes" in the Send invoices window now work correctly retroactively |
Earlier, when you created an invoice with Send to AutoInvoice selected, and used the "Reverse and apply to note" action, the invoice and credit note would not appear in the Send invoices (AR508000) window, after you selected Send to AutoInvoice and Show closed invoices/credit notes. This has now been fixed, so that you can send these documents to AutoInvoice. |
Order To Cash |
Customer Ledger |
9.23 |
2022-11-23 |
Bug |
All |
| Improved performance of Supplier details (AP402000) |
The overall performance of supplier details (AP402000) has now been improved. This improvement will also fix and help with the problem when loading in suppliers with large amount of documents, where loading earlier might have ended with a time-out error. |
Purchase To Pay |
Supplier Ledger |
9.24 |
2022-11-29 |
Change |
All |
| Invoices that were sent to AutoInvoice are now displayed in the Send invoices window |
Earlier, after you sent an invoice to AutoInvoice in the Sales invoices (AR301000) window, the invoice would not be displayed in the Send invoices (AR508000) window, after you selected Print invoice/note and Show all. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.24 |
2022-11-29 |
Bug |
All |
| Incoming balance from SIE imported as quantity |
Earlier, when importing vouchers with SIE import (GL40101S) and import type Incoming balance, there was an error where the balance also was imported to the Quantity column.
This has now been fixed. |
Accounting |
Registration |
9.24 |
2022-11-29 |
Bug |
All |
| Missing translation in SIE import (GL40101S) |
The error message in SIE import (GL40101S) is now correctly translated when using Swedish as user language. |
Accounting |
Registration |
9.24 |
2022-11-29 |
Bug |
All |
| Drill-down from reference number and View payment button |
When you press the reference number on the Applications tab in the Sales invoices (AR301000) window, the window where the document is created will open, either Customer payments (AR302000) or Customer invoice (SO303000). The View payment button will open the Customer payments (AR302000) window showing the application or payment. |
Order To Cash |
Sales Invoice |
9.24 |
2022-11-29 |
Change |
All |
| Filter on From and To period in Account summary window |
The Account summary (GL401000) window now includes From and To period fields that enable you to see the beginning balance for one period and the ending balance for another. The Debit total and Credit total fields will show the sum for the range of the periods selected.
So now you can see the beginning and ending balances for a year.
Note! If you select a range that crosses an accounting year, the beginning and ending balances for income and expenses will not be correct compared to the debit and credit totals. |
Accounting |
GL Reconciliation |
9.24 |
2022-11-29 |
Change |
All |
| Subaccount and transaction values reset to default in Document Editor |
Previously, when splitting an invoice line in Document Editor right after changing the subaccount or the transaction values, they were reset back to default for the parent line.
This has now been fixed. |
Purchase To Pay |
Approval |
9.24 |
2022-11-29 |
Bug |
All |
| Create purchase orders from a sales order via API |
You can now create purchase orders from a sales order via the POST api/v2/salesorder/[SOOrderNo]/action/createPurchaseOrders endpoint.
Note that if the body contains "preferSupplierFromSOLine=false", the default supplier for the item will be set as the supplier for the purchase order. |
API |
Purchase Order |
9.24 |
2022-11-29 |
Change |
All |
| Updates on import file/import scenario for Import Expense Types NO |
The import file/import scenario for Import Expense Types NO has been updated.
- Expense payroll account added for some expense types.
- Items with a wrong item class have been corrected. |
Accounting |
Time & Expense |
9.24 |
2022-11-29 |
Bug |
All |
| The calculated VAT rate is changed to only show 2 decimals |
In the VAT account control summary (TX40300S), VAT account control details (TX40400S) and General ledger transactions with VAT (TX40500S) windows, the calculated VAT rate is changed to only show 2 decimals.
This way the calculation with a variance in the 3-6 decimals will not show as derivations when you use the checkbox Show only tax derivations. Only derivations with 0,01 or more will be shown. |
Accounting |
Reporting to Government |
9.24 |
2022-11-29 |
Change |
All |
| Non-stock kit quantity on open and on hold sales orders now displayed in the Sales orders window |
When you select a line with a non-stock kit in the Sales orders (SO301000) window, the quantity of this non-stock kit on open and on hold sales orders is now displayed in round brackets in the table footer. |
Order To Cash |
Sales Order |
9.24 |
2022-11-29 |
Change |
All |
| Bank transaction rules applied even if an invoice exist with the same amount |
Now it is possible to apply the bank rules on the Process bank transaction screen if an invoice with the same amount exist by marking the new checkbox "Display only relevant matches" in the Process incoming payment screen |
Accounting |
Cash Management |
9.25 |
2022-12-06 |
Bug |
All |
| Workspace and Transaction type now showing translated values in VAT report details |
The columns Workspace and Transaction type are now showing translated values in the VAT report details (TX502010) window.
Earlier, they showed the codes from the database. |
Accounting |
Reporting to Government |
9.25 |
2022-12-06 |
Bug |
All |
| Updating supplier through Invoice Inbox logged false positive entries for IBAN change in the audit history |
When Payment information setting under supplier validation was inactivated from Supplier ledger preferences (AP101000) and the update supplier function was then used with new document received through Invoice Inbox (AP50604S); The audit history logged false positive entries into the log.
As a result Audit history (SM205530) was logging IBAN change from this update, where in this scenario IBAN was the same as earlier inside that supplier. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.25 |
2022-12-06 |
Bug |
All |
| Performance improvement in processing bank transactions and incoming payments |
When you click Process in the Process bank transactions (CA306000) or Process incoming payments (AR305000) window, the processing time has been significantly decreased. We have implemented the following new features:
- The possibility to split incoming payments in Autopay Inbox into smaller files if they contain more than 2000 transactions per file by marking the new checkbox "Split incoming payment file from Autopay (inbox) into smaller files for faster processing" in Incoming payment settings tab in Cash management preferences.
- The check box "Display only relevant matches" in Process incoming payments that if marked will only show invoices that have matching relevance higher then 0.2 and will hide the low relevance invoices.
- When processing large files the created GL batches will have maximum 200 payments in one batch. |
Accounting |
Cash Management |
9.25 |
2022-12-06 |
Change |
All |
| Quantity on orders of the CS type now works correctly for items with lot/serial class and FIFO |
Earlier, for items with an assigned lot/serial class and the FIFO valuation method, you could not adjust the quantity on a sales order of the CS type according to the item's available quantity. This has now been fixed. |
Order To Cash |
Sales Order |
9.25 |
2022-12-06 |
Bug |
All |
| Project tasks statuses can be updated with the API endpoint PUT/Project/internal |
When creating project tasks with the API endpoint PUT/Project/internal the project task status were always set to Active. This have now been fixed and status for the project task can be set to In planning, Active, Completed or Cancelled. |
API |
Project |
9.25 |
2022-12-06 |
Bug |
All |
| VAT details editing is disabled in the Purchase Invoices screen for Non-Taxable branches |
The option to edit VAT amounts in the VAT details tab Purchase Invoices screen for Non-Taxable branches has been disabled. |
Purchase To Pay |
Approval |
9.25 |
2022-12-06 |
Change |
All |
| Creating a foreign supplier for a Norwegian company does work via API |
Earlier, you were not allowed to create a foreign supplier using POST Supplier endpoint for a Norwegian company.
This has now been fixed. |
API |
Supplier Ledger |
9.25 |
2022-12-06 |
Bug |
All |
| Notes field available to edit for ISVs in Stock items window |
In the Stock items (IN202500) window, the Notes field on the blue ribbon in the upper right corner is now available to edit for ISVs. |
API |
Inventory |
9.26 |
2022-12-13 |
Change |
All |
| Column Email available in the Process sales invoices window |
The column Email is now available when you select the Email invoice action in the Process sales invoices (SO505000) window. |
Order To Cash |
Sales Order |
9.26 |
2022-12-13 |
Change |
All |
| Error message when printing unreleased documents (GL50300S) |
You can now check for unreleased documents for the entire year or the last period of the year even if the next years periods are not created. No error message will be given. |
Accounting |
Period and Year End |
9.26 |
2022-12-13 |
Bug |
All |
| Salesorder status changes to correct Back order status after deleting a shipment |
The status of a sales order no longer changes to Open when it should change to Back order when you delete one of several shipments. |
Order To Cash |
Sales Order |
9.26 |
2022-12-13 |
Bug |
All |
| PEPPOL schema IDs missing in Endpoint drop-down in some windows |
Earlier, the PEPPOL schema ID was missing in the Endpoint drop-down list in the Customer locations (CR303010), Branches (CS102000), Organisations (CS101500), and Countries/counties/postcodes (CS20400S) windows. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.26 |
2022-12-13 |
Bug |
All |
| New checks for errors added to EC sales list |
New warnings and error handling have been added to the EC sales list (AR40501S), which will prevent you from closing and sending an EC sales list with wrong values. The warnings are checking for the following errors.
VAT Registration ID:
* Missing VAT registration ID on the customer.
* Add VAT registration ID on the customer or deselect the transactions from being reported.
Country:
If the customer document by mistake has a VAT ID that is defined as an EU report code:
* The country on the customer/location is not an Intrastat country.
* The country is the same as the reporting company or branch and the customer is then a domestic customer
Update the country on the customer or deselect the transaction from being reported. |
Accounting |
Reporting to Government |
9.26 |
2022-12-13 |
Change |
All |
| Price code description now displayed in the Sales prices window |
Price code description is now displayed in the Sales prices (AR202000) window for the price types Customer and Customer price class. |
Order To Cash |
Sales Order |
9.26 |
2022-12-13 |
Change |
All |
| Prevent the same incoming payment message to be processed multiple times in Autopay Inbox window |
Previously, an incoming payment message could have been processed multiple times by different users causing duplicate transactions in the system. To prevent this, there is now an additional status "Ready for processing" in the Autopay Inbox (CA50400S) window, which will be applied when processing incoming payment messages. Account statements and outgoing payments will not change to this status during processing. |
Accounting |
Cash Management |
9.26 |
2022-12-13 |
Bug |
All |
| *Purchase orders with the status Closed can no longer be added to purchase receipts*
|
For endpoint POST /api/v1/PurchaseReceipt/[PurchaseReceiptNbr]/action/addpurchaseorder, you can no longer add purchase orders with the status Closed to purchase receipts. |
API |
Purchase order |
9.26 |
2022-12-13 |
Bug |
All |
| Danish template updates for allocation and invoicing rules |
The descriptions in the Allocation rules (PM2075PL/PM207500) and Invoicing rules (PM2070PL/PM207000) have been updated in the Danish template. |
Accounting |
Project |
9.26 |
2022-12-13 |
Change |
All |
| Supplier reference added to Projects window |
A column showing Supplier reference has been added to the Supplier invoices tab in Projects (PM301000) window. |
Accounting |
Project |
9.26 |
2022-12-13 |
Change |
All |
| Warning when selecting Intrastat country without defining Intrastat reporting country |
In the Countries/States/Postal codes (CS20400S) window, you will now get a warning if you select Intrastat country without filling out the Intrastat reporting country. It is mandatory to select an Intrastat reporting country when you select an Intrastat country and it is used in the reporting process. |
Accounting |
GL Reconciliation |
9.26 |
2022-12-13 |
Bug |
All |
| You can now change the alternative ID in a cross-reference to another supplier with the same alternative ID |
Earlier, when you changed the alternative ID in a cross-reference to another supplier with the same alternative ID, an error message would be displayed when you would try to save the purchase receipt. This has now been fixed, but requires you to select 'Do not check alt. item ID on creation of purchase receipt' in the Purchase order preferences (PO101000) window. |
Purchase to Pay |
Purchase order |
9.26 |
2022-12-13 |
Bug |
All |
| A copy of a sales invoice with Send/Sent to AutoInvoice selected will now have Send/Sent to AutoInvoice cleared by default |
Earlier, in the Sales invoices (AR301000) window, when you copied an invoice that had been sent to AutoInvoice, the check boxes 'Send to AutoInvoice' and 'Sent to AutoInvoice' were selected automatically in the new document. This has now been fixed. |
Order To Cash |
Sales Invoice |
9.26 |
2022-12-13 |
Bug |
All |
| Create a payment with invoices having the same payment date (when not using the Pay separately option) |
There is a new option in the Supplier ledger preferences (AP301000) window, which allows to create one payment file per payment date (not just the earliest Payment date as is today) for each supplier when the Pay separately option is not selected.
Functionality will be available after https://jira.visma.com/browse/VNEPS-2034 is released also. |
Purchase To Pay |
Outgoing Payment |
9.26 |
2022-12-13 |
Change |
All |
| GET SupplierInvoice: New fields added related to deferralSchedule |
The fields deferralSchedule and deferralScheduleNbr have been included in the GET SupplierInvoice endpoint. Earlier, only the deferralCode was retrieved.
The "ScheduleID" from database displayed in deferralSchedule
The "Schedule Number" from UI displayed in deferralScheduleNbr |
API |
Supplier Ledger |
9.27 |
2022-12-20 |
Bug |
All |
| Columns in Customer details window not translated |
In the Customer details (AR402000) window, some column names were shown in English instead of the language selected by user. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.27 |
2022-12-20 |
Bug |
All |
| *Clipboard button removed from EC sales list* |
The Clipboard button is removed from the EC sales list (AP303000) because you could not use the function in the window. |
Accounting |
Reporting to Government |
9.27 |
2022-12-20 |
Bug |
All |
| Prevent currency rates in minus |
It is now prevented to have a minus currency rate in windows that have the possibility to override currency rate, such as Sales invoices (AR301000), AP10172, Bank transactions (CA304000) and Journal transactions (GL301000). This is to avoid errors caused by minus rates. |
Order To Cash |
Customer Ledger |
9.27 |
2022-12-20 |
Bug |
All |
| From and To period fields mandatory in Account specification report |
Now, the Account specification report (GL63301S) works and prints all accounts if you leave the From and To account fields empty.
From and To period fields are now mandatory since the report was empty if both or one of them was missing. |
Accounting |
GL Reconciliation |
9.27 |
2022-12-20 |
Bug |
All |
| Order description and line total added to Projects window |
Two new columns have been added to the Commitments tab in the Projects (PM301000) window. The columns are: Order description and Line total. |
Accounting |
Project |
9.27 |
2022-12-20 |
Change |
All |
| Stock items with the status "No purchases" no longer appear in Prepare replenishment window |
To make a stock item not appear on the Prepare replenishment window (IN508000), you used to set the item status to “Inactive”, but that made the item impossible to sell. By setting the status to "No purchases" instead, you remove the stock item from the Prepare replenishment window, but keep it possible to sell. |
Order To Cash |
Inventory |
9.27 |
2022-12-20 |
Change |
All |
| Prevent deleting customer refund from batch payments |
It is no longer possible to delete customer refunds in the Customer payments (AR302000) window. You can still delete the customer refunds in the Batch payments (AP305000) window. This is to prevent the batch payment from connecting to a refund that is not there.
The the total sum of the batch payment is also updated when the refund is deleted. |
Order To Cash |
Customer Ledger |
9.27 |
2022-12-20 |
Change |
All |
| Refresh dashboard widgets of Scorecard KPI and Trendcard KPI types |
On Dashboard pages, it is now possible to refresh widgets of the Scorecard KPI and Trendcard KPI types. |
General |
Dashboard |
9.27 |
2022-12-20 |
Change |
All |
| Changes in the Danish template |
There are two new accounts in the chart of accounts (GL202500). In addition, the wrong accounts in the allocation rules (PM207500) have been replaced with the new accounts. These changes will only apply for new databases created based on the template after these changes have been released. |
Accounting |
Project |
9.27 |
2022-12-20 |
Change |
All |
| Branches added to SupplierPayment endpoint |
You are now able to GET/POST/PUT the Branch field via the SupplierPayment endpoint. |
API |
Outgoing Payment |
9.27 |
2022-12-20 |
Change |
All |
| Purchase orders with the status Cancelled can no longer be added to purchase receipts |
Purchase orders with the status Cancelled can no longer be added to purchase receipts. |
API |
Purchase order |
9.27 |
2022-12-20 |
Bug |
All |
| Restriction groups functionality now works correctly in the Customer locations window |
The restriction groups functionality no longer fails to hide restricted customer accounts in the Customer locations (CR303010) window. |
Order To Cash |
Sales Order |
9.27 |
2022-12-20 |
Bug |
All |
| Changing priority not working if the language considered is different from English |
Earlier, the priority was not updated when changing it in the Process payments window (AP50301S) for a user with a language setup different from English.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.27 |
2022-12-20 |
Bug |
All |
| Supplier number column not sortable in individual documents view |
Earlier, sorting the suppliers using the Supplier number fields was not working in the individual documents view.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.27 |
2022-12-20 |
Bug |
All |
| Now it is possible to update the document and see the invoice image at the same time |
Now you have a new functionality in place in the Process payments window (AP30501S) that will allow editing payment date, amount to pay, priority, pay separately option and cash discount taken while reviewing the original invoice image.
At the moment, only pdf files are supported by the current functionality. |
Purchase to Pay |
Outgoing Payment |
9.27 |
2022-12-20 |
Change |
All |
| Create one payment file per payment date |
When paying invoices from the same supplier with the Pay separately option OFF, using same payment methods, same cash account and different payment dates, invoices are grouped in one payment according to their pay date.
A mandatory condition for grouping is to enable the check box "Create one payment with invoices having same payment date (when not using the Pay separately option)" in the Supplier ledger preferences window.
This fix is deployed under a feature toggle. |
Purchase to Pay |
Outgoing Payment |
9.27 |
2022-12-20 |
Change |
All |
| Payment Amount in currency and Balance in currency added to the GET CustomerPayment endpoint |
The paymentAmountInCurrency and availableBalanceInCurrency have been added to the GET CustomerPayment endpoint. If you are using OneStopReporting, this now allows you to create reports like Aged past due (AR63100). |
API |
Payment |
9.28 |
2023-01-03 |
Change |
All |
| Delete operation implemented for supplier details in PUT Inventory endpoint |
The Delete operation has been implemented for the supplier details in the PUT Inventory endpoint, which can be used to delete supplier information on a specific inventory item. |
API |
Inventory |
9.28 |
2023-01-03 |
Change |
All |
| Now it is possible to update the document and see the invoice image at the same time |
Now you have a new functionality in place in the Process payments window (AP30501S) that will allow editing payment date, amount to pay, priority, pay separately option and cash discount taken while reviewing the original invoice image.
At the moment, only pdf files are supported by the current functionality. |
Purchase to Pay |
Outgoing Payment |
9.28 |
2023-01-03 |
Change |
All |
| The View only deviations toggle has been removed from the Filters section, you can now access all deviations directly from the Prepare payments tab. |
The View only deviations toggle has been removed from the Filters section, we can now access all deviations directly from the Prepare Payments tab. |
Purchase to Pay |
Outgoing Payment |
9.28 |
2023-01-03 |
Change |
All |
| Create one payment file per payment date |
When paying invoices from the same supplier with the Pay separately option OFF, using same payment methods, same cash account and different payment dates, invoices are grouped in one payment according to their pay date.
A mandatory condition for grouping is to enable the check box "Create one payment with invoices having same payment date (when not using the Pay separately option)" in the Supplier ledger preferences window.
This fix is deployed under a feature toggle. |
Purchase to Pay |
Outgoing Payment |
9.28 |
2023-01-03 |
Change |
All |
| Deferral description on journal transaction |
In earlier versions, when you created a deferral schedule (DR201500) for a posted purchase invoice (AP301000), the transaction description from the invoice was not pushed to the description field on the Jjournal Transaction screen (GL301000) when processing the transaction for respective Schedule on the Run recogition screen (DR501000) This has been fixed in version 9.29
In addition we added a new field, Transaction Description , in the top section of the Deferral schedule screen DR201500, which enables the user to enter an alternative description text for all open transactions of a deferral schedule |
Accounting |
Registration |
9.29 |
2023-01-10 |
Bug |
All |
| Barcode now includes payment reference number when saving a sales invoice |
Earlier, when you created a sales invoice in the Sales invoices (AR301000) window, the payment reference number was not created until you saved the invoice. This has now been fixed. |
Order To Cash |
Sales Invoice |
9.29 |
2023-01-10 |
Bug |
All |
| Purchase invoices window will remember user's selections from View files / Hide files function |
The state used between “View files” or “Hide files” will now be remembered in the browser. When navigating between different windows and coming back to the Purchase invoices (AP301000) window, the system will use your previous selections. |
Purchase To Pay |
Supplier Ledger |
9.29 |
2023-01-10 |
Change |
All |
| Sent to Autoinvoice functionality in the Reprint invoices window now working correctly |
In the Reprint invoices (AR50801S) window, the Process and Process all buttons no longer fail to open the PDF files for documents that were sent to AutoInvoice. |
Order To Cash |
Customer Ledger |
9.29 |
2023-01-10 |
Bug |
All |
| Company selector not updating properly when assigning branch access role from User roles |
In the User roles (SM201005) window, if selected role was applied to an organisation/branch in the system, and you selected the user to have access to these through the User roles window, selector service was not updated. This resulted in branches available (or unavailable) in top rightmost branch selector.
This has now been fixed. |
General |
Access/License |
9.29 |
2023-01-10 |
Bug |
All |
| Preparing invoice from RM order will no longer mistakenly create invoice with negative amount |
Earlier, when you prepared an invoice from an RM order where lines with the Issue operation have a lower price amount than lines with the Receipt operation, a customer invoice with a negative amount would be created.
This has now been fixed and a credit note will be created instead. |
Order To Cash |
Sales Order |
9.29 |
2023-01-10 |
Bug |
All |
| Special characters in email account name in System email accounts window |
Earlier, in the System email accounts (SM204002) window, it was not possible to use special characters in the email account name.
This has now been fixed. |
General |
System Service |
9.29 |
2023-01-10 |
Change |
All |
| *Aging reports not showing prepayment documents registered from AP301000 when payment document is applied* |
The aged reports were incorrectly excluding prepayments registered from Purchase invoices (AP301000), which had a payment applied to them. This has now been fixed.
Behavior affected Prepayment display in:
Aged past due (AP631000)
Aged past due MC (AP631100)
Aged outstanding (AP631500)
Aged outstanding (currency) (AP631600) |
Purchase To Pay |
Supplier Ledger |
9.29 |
2023-01-10 |
Bug |
All |
| *Purchase credit notes drill-down from the reference number and new View payment* {*}button{*}{*}{*} |
When you press the reference number on the Applications tab of the Purchase invoices (AP301000) window, the purchase credit note documents will now open into Purchase invoices (AP301000) window, instead of the Supplier payments (AP302000).
To continue having easy access to view the applications of the purchase credit notes, a new View payment button was added into the Applications tab of the Purchase invoices (AP301000) window. The button is shown on the Applications tab of the document types Purchase invoice and Credit adjustment. The View payment button will open the application of the document connected with the active row in the Supplier payments (AP302000) window. |
Purchase To Pay |
Supplier Ledger |
9.29 |
2023-01-10 |
Change |
All |
| ROT/RUT values is now put in XML file |
Now the ROT/RUT information required for an invoice is put in the XML. |
Order To Cash |
Customer Ledger |
9.30 |
2023-01-17 |
Change |
All |
| {*}Fixed the sorting for Customer specification ({*}{*}AR65200S){*} |
The sorting on the report Customer specification sort by period and then ref. number has now been fixed. |
Order To Cash |
Sales Invoice |
9.30 |
2023-01-17 |
Change |
All |
| Freight amount now calculated correctly when shipment contains items with lot/serial class with issue method User defined. |
Freight calculations no longer fail to consider items with a lot/serial class with issue method 'User defined', when shipment freight is based on invoice amount. |
Order To Cash |
Sales Order |
9.30 |
2023-01-17 |
Bug |
All |
| Update journal transaction line without account number in Put JournalTransactionsV2 |
In the Put JournalTransactionsV2 it is now possible to update a journal transaction line without specifying an account number.
Also, it is now possible to provide subsets of the subaccount segments; the omitted segments will be left as is. |
Accounting |
Registration |
9.30 |
2023-01-17 |
Bug |
All |
| Export type on the customer location |
On the customer invoice (AR301000), the export type on the customer location is taken into consideration when you choose an item and a VAT category is set on the line. |
Order To Cash |
Sales Invoice |
9.30 |
2023-01-17 |
Bug |
All |
| Fixed validate customer balance process for confirmed shipment and credit limit |
When you now run the validate customer balance processs, it will take into consideration the confirmed shipment order values in the Credit verification rules sections on the customer. |
Order To Cash |
Customer Ledger |
9.30 |
2023-01-17 |
Bug |
All |
| Notifications for all released supplier ledger documents that are missing IBAN |
When you release several supplier ledger documents with missing IBAN, you would receive a notification. This applies for transactions made in AP, EP, Invoice Inbox and Expense Inbox windows.
This feature is toggled. |
General |
Notifications |
9.30 |
2023-01-17 |
Bug |
All |
| More context fields in Webhook notifications |
Webhook notifications will now contain more context fields:
ApiClientId (if notification was triggered by an API, identifies the API integration client)
TenantId (identifies the tenant/company)
ConnectId (identifies the user)
IsScheduler (true if notification was triggered by a scheduled task, otherwise false) |
API |
Architecture |
9.30 |
2023-01-17 |
Change |
All |
| Error when using Supplier details inquiry from the Suppliers (AP303000) window |
When using the inquiry “Supplier details” from the Suppliers (AP303000) window and the Supplier details (AP402000) window was opened, an error was displayed. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.30 |
2023-01-17 |
Bug |
All |
| GET SupplierPayment endpoint not displaying all fields in paymentLines |
Missing fields “batchNumber”, “description” and “currency” are now included in the paymentLines for the GET SupplierPayment endpoint. |
API |
Supplier Ledger |
9.30 |
2023-01-17 |
Bug |
All |
| Allocating serial numbers for kit assemblies with automated number generation is now validated to avoid double allocations |
If you add serial numbers manually to items that are set up to automatically allocate serial numbers, the systems does no longer create double allocations. If you try to allocate manually, a validation will take place and an error message is displayed. |
Order To Cash |
Inventory |
9.30 |
2023-01-17 |
Bug |
All |
| Serial numbers are now validated when creating allocation through POST Kit Assembly API |
Serial numbers are now validated when creating allocations for kit assemblies through POST Kit Assembly API. The endpoint displays an error message if you are trying to use a serial number that has already been allocated. |
Order To Cash |
Inventory |
9.30 |
2023-01-17 |
Bug |
All |
| *SalesPrice for customerclass now considered when creating SalesOrder via API endpoint POST SalesOrder V2* |
Earlier, when you created a SalesOrder via the POST SalesOrder V2 endpoint, the SalesPrice for customerclass was not considered. This has now been fixed. |
Order To Cash |
Sales Order |
9.30 |
2023-01-17 |
Bug |
All |
| Link to the monolith window for Invoices window and Suppliers window |
You can now open the monolith windows Purchase Invoices (AP301000) and Suppliers (AP303000) also from the left side of the Overlay window.
Previously, this option was available only on the right side of the Overlay window. |
Purchase to Pay |
Outgoing Payment |
9.31 |
2023-01-24 |
Change |
All |
| Invoice is selected when using invoice preview |
When using invoice preview, the selected invoice in the data table is highlighted. If the user is moving to another invoice using the arrows from the preview, the selection in the data table is the same. |
Purchase to Pay |
Outgoing Payment |
9.31 |
2023-01-24 |
Change |
All |
| Undo option not properly working when setting the amount to pay set to a higher value |
Earlier, when you changed the amount to pay for a document to a higher value, clicking Undo changes, the system generated an error message saying that refreshing the page was mandatory to make the error disappear.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.31 |
2023-01-24 |
Bug |
All |
| Undo option not properly working when setting amount to pay set to 0 |
Earlier, when you changed the amount to pay of a document to 0, clicking Undo changes, the action result was not saved and the amount to pay still remained 0 showing a deviation as well.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.31 |
2023-01-24 |
Bug |
All |
| Display invoices with pay date in period not generated or inactive |
In the Prepare payments window, you can now see invoices with their payment date in a financial period that it is not generated or is generated but inactive.
A deviation message is displayed with a link to the Financial periods (GL201000) window. |
Purchase to Pay |
Outgoing Payment |
9.31 |
2023-01-24 |
Change |
All |
| The lastModifiedDateTime and lastModifiedDateTimeCondition parameter updated for several endpoints |
The lastModifiedDateTime parameter and lastModifiedDateTimeCondition parameter have been updated for the following endpoints:
- CashAccount,
- CashTransaction
- CustomerPayment
- Department
- Dimension
- EarningType
- Employee
- ExpenseClaim
- FixedAsset
- FixedAssetTransaction
- Project
- ProjectBasic
- ProjectBudget
- ProjectTask
- ProjectTransaction
- Subaccount
- TimeCard |
Accounting |
Accounting |
9.31 |
2023-01-24 |
Bug |
All |
| Error with conversion factors for units of measures when creating a new item class |
Previously, the conversion factors for units of measures did not work correctly in the Item classes (IN201000) window. This has now been fixed. |
Order To Cash |
Inventory |
9.31 |
2023-01-24 |
Bug |
All |
| Currency error when processing bank transaction for a cash account with different currency than base currency |
Previously, in Process bank transactions (CA306000) window when trying to save or process a payment for a sales invoice with a currency different from the base currency and a bank statement for a bank account in the same currency as the invoice, there was an error stopping the process: “Error: Inserting ‘Currency info’ record raised at least one error. Please review the errors. The currency rate is not defined. Error: ‘Curr.rate’ cannot be empty”. This has now been fixed. |
Accounting |
Cash Management |
9.31 |
2023-01-24 |
Bug |
All |
| Widgets on your dashboard are no longer compressed - and you can add a caption to each of them. |
Previously, the widgets you had on your dashboard suddenly were compressed and changed visually. That is now corrected and in addition you have the option to display the captions of your widgets to emphasize the subject of each widget. |
General |
Dashboard |
9.31 |
2023-01-24 |
Bug |
All |
| Expense claims and wrongly calculated VAT in special cases |
Earlier, there was an error that caused wrongly calculated VAT when using Reverse charge items in domestic expense claims. This has now been fixed. |
Accounting |
Time & Expense |
9.31 |
2023-01-24 |
Bug |
All |
| New filters added to Prepare payments |
New filters were added to the Prepare payments window. Now you can filter based on Supplier class, Document currency, Branch and Document type.
This will help you to pay for one branch at a time, one currency at a time and to exclude credit notes from payment. |
Purchase to Pay |
Outgoing Payment |
9.32 |
2023-01-31 |
Change |
All |
| No more need to save widget twice for it to display data |
Previously, when adding an inquiry based widget to your dashboard, you had to save it twice for it to display the data. This has now been corrected. |
General |
Dashboard |
9.32 |
2023-01-31 |
Bug |
All |
| Check box 'Print note on purchase orders' in the Organisations window now works correctly |
Earlier, when you selected the check box 'Print note on purchase orders' in the Organisations (CS101500) window, the check box 'Print notes' in the Purchase orders (PO301000) window was not automatically selected. This has now been fixed. |
Order To Cash |
Purchase Order |
9.32 |
2023-01-31 |
Bug |
All |
| New checkbox Allow unapplied balance in Process incoming payment and Process bank transaction windows |
There is a new checkbox Allow unapplied balance in the Process incoming payments (AR305000) and Process bank transactions (CA306000) windows that you use to process payments in situations where you need to overrule the setting "Do not create payment when bank payment amount is not fully applied". This checkbox is available only if the setting "Do not create payment when bank payment amount is not fully applied" is marked in the Cash management preferences (CA101000) window and the Unapplied balance is different from 0. |
Accounting |
Cash Management |
9.32 |
2023-01-31 |
Change |
All |
| Application amount does not match applied lines in Process bank transactions window |
Previously, when matching a bank transaction with an invoice, the system was recognising the application amount but it was not showing the applied lines in the Process bank transactions (CA306000) window. This has now been fixed. |
Accounting |
Cash Management |
9.32 |
2023-01-31 |
Bug |
All |
| Changes on filtering options for paymentType on Customer Payment endpoint |
Previously, when using API GET Customer Payment endpoint the response message was containing records of types Cash Sale and Cash Return shown as type Payment as well as any other unclassified types. This has now been fixed. The response message contains the same payment types as found in the Customer Payment window (AR302000) and the paymentType filter parameter has a new option "Undefined" for unclassified types |
API |
Payment |
9.32 |
2023-01-31 |
Change |
All |
| Unexpected error message in Stocktaking review (IN305000) |
Previously, when changing the serial tracking method from not tracked to tracking serial numbers on a stock item, there was an error in stocktaking in the Stocktaking review (IN305000) window. An error message was wrongfully displayed.
This has now been fixed. |
Order To Cash |
Inventory |
9.32 |
2023-01-31 |
Bug |
All |
| Shipments of the Transfer type are now included in the search results |
Shipments created for TR orders will now show up under 'Transactions and registers' when you search in the menu. |
Order To Cash |
Sales Order |
9.32 |
2023-01-31 |
Bug |
All |
| Wrong expense account used when processing foreign expenses from Expense inbox |
In some cases, the expense account changed to a wrong account when processing foreign expenses from the Expense Inbox. This error has now been fixed. |
Accounting |
Time & Expense |
9.33 |
2023-02-07 |
Bug |
All |
| The lastModifiedDateTime and lastModifiedDateTimeCondition parameter updated for several endpoints |
The lastModifiedDateTime parameter and lastModifiedDateTimeCondition parameter have been updated for the following endpoints:
- Supplier
- SupplierDocument
- SupplierInvoice
- SupplierPayment |
Purchase To Pay |
Supplier Ledger |
9.34 |
2023-02-14 |
Bug |
All |
| Tax invoice date incorrect when financial periods differ from VAT periods |
The Date and Due date on the created VAT invoice follows the To date and Due date from the Process VAT report window (TX502000) even if the period is closed or the periods are user defined and not following the end date of the VAT periods
Example:
Financial period 03-2023 are ending 27.03.2023 and VAT period 01-2023 ending 30.03.2023
This invoice will be posted in Period 04-2023 with the date 30.03.2023 and due date as defined in the Process VAT report window.
New warning and error message is added if there is no open periods to post the VAT invoice to. |
Accounting |
Reporting to Government |
9.34 |
2023-02-14 |
Bug |
All |
| Poll invoice status in the Send invoices window now works correctly |
The action Poll invoice status in the Send invoices (AR508000) window no longer fails to display invoices and update the AutoInvoice status. |
Order To Cash |
Customer Ledger |
9.34 |
2023-02-14 |
Bug |
All |
| *Matching outgoing AutoPay payments automatically with 30 character-end-to-end ID* |
Earlier, when sending outgoing payments through AutoPay, all supplier payments got a 32-character unique ID that automatically matched transactions within bank statements, if the bank supports sending it in the bank statement. Due to some challenges with several banks that were not supporting 32-character unique ID, this has now been changed into a 30-character unique ID.
This applies to the new payment process. |
Purchase To Pay |
Outgoing Payment |
9.34 |
2023-02-14 |
Bug |
All |
| VAT category for export type on a customer's location now works correctly |
Earlier, when creating a sales invoice or sales order including an item, for a customer location with a different Export type than used for the main location, the system did not provide the correct VAT category. This has now been fixed. |
Order To Cash |
Sales Order |
9.34 |
2023-02-14 |
Bug |
All |
| In the API for Inventory, the field "salesCategories" now returns the sales category ID and description. |
Previously, the "salesCategories" field in the Inventory API endpoint returned the sales category description. Now it returns both the category ID and the category description. |
Order To Cash |
Inventory |
9.34 |
2023-02-14 |
Bug |
All |
| GIRO payments for Danish companies |
GIRO payments for Danish companies are now following the same behaviours as FIK paymens. Previously, they were treated as non-FIK payments and rejected by AutoPay. |
Purchase to Pay |
Outgoing Payment |
9.34 |
2023-02-14 |
Bug |
All |
| Processing payments on Safari/Apple not working |
Earlier, when you tried to create payments in the Process payments window (AP50301S) on Safari the system was not responding. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.34 |
2023-02-14 |
Bug |
All |
| New endpoint SupplierLocation |
A new endpoint SupplierLocation has been exposed for the entry screen of Supplier locations (AP303010). GET/POST/PUT operations are supported. See the swagger documentation for further information. |
API |
Supplier Ledger |
9.35 |
2023-02-21 |
Change |
All |
| Changes regarding sales orders connected to a purchase order or drop-shipment |
For sales orders connected to a purchase order or drop-shipment, the following changes have been done:
-If you want to delete an item in the sales order, you will receive a warning that the line is connected to a purchase order. In the connected purchase order, you will receive an error message that tells you to delete the corresponding item.
-If you want to delete an item in a sales order that is connected to a purchase order that has a purchase receipt, you will not be able to delete the item in the sales order.
-If you want to delete an item in the purchase order, you will receive a warning that the line is connected to a sales order.
-If you decrease the quantity of an item in the purchase order, the link to the corresponding sales order line remains. On the linked sales order, a new line is added with the remaining quantity. This new line can be linked to a new purchase order. |
Order To Cash |
Purchase Order |
9.35 |
2023-02-21 |
Change |
All |
| Wrong available quantity displayed in the Shipments window (SO302000) |
Previously, the available quantity was not displayed correctly in the Shipments (SO302000) window. This has now been corrected. |
Order To Cash |
Inventory |
9.35 |
2023-02-21 |
Bug |
All |
| SAF-T report (TX50600S) available for Swedish companies |
The SAF-T report window (TX50600S) is now available for Swedish companies and located in the menu under VAT -> Processes.
For Swedish companies, the Send button is hidden and contact information is selected from the Main company's Main contact and not the Altinn settings that do not exist in Swedish companies.
It requires that at least contact person is filled out before you can download the SAF-T file. |
Accounting |
Reporting to Government |
9.35 |
2023-02-21 |
Change |
All |
| Override payment date with invoice date for imported credit notes |
A new option has been introduced in the Supplier ledger preferences (AP101000) window, in the section for Invoice inbox settings: "Override payment date with invoice date for imported credit notes".
When this options is selected, the imported credit notes will have the payment date equal with document date.
When this option is not selected, the imported credit notes will have their payment date according to the xml file imported. |
Purchase To Pay |
AutoInvoice Receiving |
9.35 |
2023-02-21 |
Bug |
All |
| Payment and deviation notification |
In the new Payment process window, you can now setup to receive notifications one hand for failed and successful payments sent to AutoPay and on the other hand for the documents with deviations. |
Purchase to Pay |
Outgoing Payment |
9.35 |
2023-02-21 |
Change |
All |
| Shipping terms now available in POST, PATCH and GET |
The field Shipping terms is now supported and available in POST, PATCH and GET. |
API |
New Sales Order |
9.36 |
2023-02-28 |
Change |
All |
| VAT details tab |
VAT details tab are now available in the Frontend. In VAT details tab we show table with all tax ID details of the order. |
Order To Cash |
New Sales Order |
9.36 |
2023-02-28 |
Change |
All |
| Order overview section no longer empty for some orders |
Earlier, for some orders, the order overview section was empty. This has now been fixed, and the order overview section displays information such as Order total for all orders. |
Order To Cash |
New Sales Order |
9.36 |
2023-02-28 |
Bug |
All |
| Email user language not supported for Notifications in Visma.net ERP Payment Service |
Initially, email user language was not supported for Notifications for Visma.net ERP Payment Service. This has now been fixed and all the notifications sent via email are sent in the user language. |
Purchase to Pay |
Outgoing Payment |
9.36 |
2023-02-28 |
Change |
All |
| New error message after confirming payment and when number series went out of numbers |
When the number series went out of numbers, the documents were thrown back to the Prepare payments tab without any error after clicking "Confirm payout". |
Purchase to Pay |
Outgoing Payment |
9.36 |
2023-02-28 |
Change |
All |
| New error message after confirming payment and when no number series are defined |
Previously, the documents were thrown back to the Prepare payments tab without any error after clicking "Confirm payout" and no number series were defined. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.36 |
2023-02-28 |
Bug |
All |
| Editing Notes field available in Overlay edit mode |
You have now the option to edit the "Notes" field in the Overlay edit mode as well. |
Purchase to Pay |
Outgoing Payment |
9.36 |
2023-02-28 |
Change |
All |
| Amount on Status tab not available |
Earlier, the amount on the Status tab in the Process payments window (AP50301S) was set to 0 for all the payment requests.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.36 |
2023-02-28 |
Bug |
All |
| Create one scheduler payment for all branches |
You have now the option to create one scheduler payment for all branches using the Schedule payments feature in the Process payments window (AP50301S). |
Purchase to Pay |
Outgoing Payment |
9.36 |
2023-02-28 |
Change |
All |
| Remove deprecated parameters in Financial Period endpoint |
The numberToRead and skipRecords parameters for the financial period endpoint are deprecated and will be removed. |
API |
API |
9.36 |
2023-02-28 |
Change |
All |
| Fixed wrong allocation when purchase receipt allocation is added via API |
Earlier, when purchase receipt allocation was added via API, the system created an extra allocation line causing wrong allocated quantity. This has now been fixed. |
Purchase to Pay |
Purchase order |
9.36 |
2023-02-28 |
Bug |
All |
| Changes in Finnish template regarding VAT ID 04 Alv 0% and 05 Vienti/Tuonti alv 0% |
There are changes in the Finnish template regarding VAT ID 04 Alv 0% and 05 Vienti/Tuonti alv 0%
* VAT zone 03 Ulkomaat (Ei EU) has been removed from VAT ID 04
* VAT category 02 Alv keski% and 03 Alv matala% has been added to VAT id 05
This has been done since this caused a double value of taxable amount when using Category 04 on a customer with zone 03
Note! For existing customers, no changes are made and the the change has to be made by the customer. |
Accounting |
Reporting to Government |
9.36 |
2023-02-28 |
Change |
All |
| Prevent the same Account statement message to be processed multiple times in Autopay Inbox window |
Previously, an Account statement message could have been processed multiple times by different users causing duplicate transactions in the system. To prevent this, there is now an additional status "Ready for processing" in the Autopay Inbox (CA50400S) window, which will be applied when processing account statement messages. Outgoing payments will not change to this status during processing. This feature will be activated for PILOT customers first. |
Accounting |
Cash Management |
9.36 |
2023-02-28 |
Change |
All |
| Invoice inbox setting: “Use due date from payment term settings” not updating payment date |
When the ”Use due date from payment settings” option was selected in the Supplier ledger preferences (AP101000), the Payment date field on the Financial details tab in the Purchase invoices (AP301000) window was not updated together with the due date value for the processed document. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.36 |
2023-02-28 |
Bug |
All |
| When pressing Enter button in Order no. field with Show files selected, system opened attachment |
When "View files" was selected in the Purchase invoices (AP301000) window and you used the Enter button to search in the Order no. field in the “Add purchase order receipt” or “Add purchase order receipt line” dialogue, the system opened the attached PDF file of the document.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.36 |
2023-02-28 |
Bug |
All |
| Incorrect values in Process VAT report with Show differences selected |
In the Process VAT report (TX502000) window, when you selected Show differences, the values on the lines were not correct.
You would see the same error when selecting Revision 1 when you had 2 revisions.
This has now been fixed and you will get the right value when you check and uncheck the Show differences option or select another revision. |
Accounting |
Reporting to Government |
9.36 |
2023-02-28 |
Bug |
All |
| Changing customer on invoice with manual amount now works correctly |
Earlier, when you changed the customer of an invoice with a manual amount in the Sales invoices (AR301000) window, the Detail total was set to 0. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.36 |
2023-02-28 |
Bug |
All |
| Link from Purchase invoices pending payment window fixed |
Earlier, when processing payments the with Manual payment method in the Purchase invoices pending payment (AP403000) window, you were redirected to the Process payments window.
This has now been fixed, and you are redirected to the Manual payments (AP30200S) window. |
Purchase To Pay |
Outgoing Payment |
9.36 |
2023-02-28 |
Bug |
All |
| Freight cost now available in POST, PATCH and GET |
The field Freight cost is now supported and available in POST, PATCH and GET. |
API |
New Sales Order |
9.37 |
2023-03-07 |
Change |
All |
| Unable to load documents or select all documents in Process bank transactions |
Previously, in the Process bank transactions (CA306000) window when using the 'Load documents' button or the 'Select all documents' button in the Select documents pop-up window the system was not loading or selecting any documents even if there were open documents available. This has now been fixed. |
Accounting |
Cash Management |
9.37 |
2023-03-07 |
Bug |
All |
| Improved performance and availability calculation for non-stock kits and stock components in the Sales orders window |
Performance and availability calculation for non-stock kits and stock components in the Sales orders (SO301000) window is improved.
Additionally, availability calculation for non-stock kits now only takes into account orders that do not have the Hold check box selected. |
Order To Cash |
Sales Order |
9.37 |
2023-03-07 |
Bug |
All |
| Wrong balances on Trial balance summary report |
Earlier, there was an error that caused wrong balances in the Trial balance summary report (GL63200S).
This has now been fixed. |
Accounting |
GL Reconciliation |
9.37 |
2023-03-07 |
Bug |
All |
| Error in releasing landed costs with stock and not-stock items |
There was an error when adding landed cost in the Purchase invoice (AP301000) window and when having a non-stock item and a stock item in the connected sales order. When releasing, there was an error message on missing purchase receipt.
This has now been fixed. |
Order To Cash |
Purchase Order |
9.37 |
2023-03-07 |
Bug |
All |
| Customer class information displayed correctly in the Send invoices window |
The Customer class column in the Send invoices (AR508000) window is no longer missing customer class information. |
Order To Cash |
Sales Invoice |
9.37 |
2023-03-07 |
Bug |
All |
| Receipt of non-stock item kits resulted in zero values on purchase accrual account |
Previously, when creating a purchase order for non-stock kit item with stock item components, the costs were not correctly applied to the purchase accrual account. The difference is now as expected and the value in the purchase accrual account is in accordance with the purchase invoice amount. |
Order To Cash |
Inventory |
9.37 |
2023-03-07 |
Bug |
All |
| Subaccounts not properly imported from Excel files in Sales invoices |
Earlier, subaccounts were not properly imported from Excel files in the Sales invoices (AR301000) window. This has now been fixed. |
Order To Cash |
Sales Invoice |
9.37 |
2023-03-07 |
Bug |
All |
| Intrastat incorrect when using lot/serial number allocated in sales order |
The error that doubled the value in Intrastat report when using lot or serial no. items has now been fixed and the correct net amount is calculated on the report. |
Accounting |
Intrastat |
9.37 |
2023-03-07 |
Bug |
All |
| Email shipment action in Shipments window now works properly |
Earlier, it was not possible to email a shipment confirmation from the Shipments (SO302000) window. This has now been fixed. |
Order To Cash |
Sales Order |
9.37 |
2023-03-07 |
Bug |
All |
| Feature toggling system for Sales order frontend |
A feature toggle system has been implemented based on System Data Service functionality. |
Order To Cash |
New Sales Order |
9.38 |
2023-03-14 |
Change |
All |
| Premium freight amount is now supported and available in POST, PATCH and GET |
The field Premium freight is now supported and available in POST, PATCH and GET. |
API |
New Sales Order |
9.38 |
2023-03-14 |
Change |
All |
| Discount details tab available in the UI |
The Discount details tab is now available in the user interface. The tab displays a table with all discount details for the order. |
Order To Cash |
New Sales Order |
9.38 |
2023-03-14 |
Change |
All |
| Freight cost now available in POST, PATCH and GET |
The field Freight cost is now supported and available in POST, PATCH and GET. |
API |
New Sales Order |
9.38 |
2023-03-14 |
Change |
All |
| Infinite number of tabs if the application is left open overnight |
Process payments window does not opens anymore an infinite number of tabs if the application is left open overnight. |
Purchase to Pay |
Outgoing Payment |
9.38 |
2023-03-14 |
Bug |
All |
| Page number changes when closing invoice preview |
Previously, after the invoice preview was closed, the page number in the selection was not remembered. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.38 |
2023-03-14 |
Bug |
All |
| All document types are now supported |
All document types can now be seen in edit payment; previously, only pdf files were supported |
Purchase to Pay |
Outgoing Payment |
9.38 |
2023-03-14 |
Change |
All |
| New sortable columns : Amount to pay, Document amount (orig. currency) and Supplier ref. |
Columns Amount to pay, Document amount (orig. currency) and Supplier ref. are now sortable in both table settings: individual documents and grouped documents from the same supplier. |
Purchase to Pay |
Outgoing Payment |
9.38 |
2023-03-14 |
Change |
All |
| Implement date filter "from - to" on Status tab |
You can now apply filters for the date and status of the payment request on the Status tab. |
Purchase to Pay |
Outgoing Payment |
9.38 |
2023-03-14 |
Change |
All |
| Pop-up message to announce about the Notifications feature |
A pop-up message has been implemented to announce that there is a new feature that allows you to receive notifications via the Notifications Center or via email about payment requests and deviations. |
Purchase to Pay |
Outgoing Payment |
9.38 |
2023-03-14 |
Change |
All |
| Error when releasing invoice having a payment method without payment instructions |
In previous versions, there was a bug when releasing a purchase invoice with a payment method without payment instructions. The system displayed an error: "Object reference not set to an instance of an object", even if the invoice was correctly released. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.38 |
2023-03-14 |
Bug |
All |
| Purchase receipt accrual summary included receipts that had already been invoiced during the same period |
When a purchase receipt was invoiced against the same period of the receipt, the report displayed it until the end of that period. Purchase receipt accrual summary (PO630500) will no longer include documents back into the report, if there was no remaining balance by the end of the period. Receipts that will be displayed with “To period” filter from earlier periods will only include the receipts from that period, if there was still remaining balance in the document by the end of the chosen period.
The same behaviour will be included into Purchase receipt accrual details (PO631000) in version 9.39. |
Order To Cash |
Purchase Order |
9.38 |
2023-03-14 |
Bug |
All |
| Items on emailed purchase orders now included in 'Qty. on purchase orders' |
Earlier, items on emailed purchase orders were not included in the 'Qty. on purchase orders' column in the 'Add item' dialog box for other purchase orders. This has now been fixed. |
Order To Cash |
Purchase Order |
9.38 |
2023-03-14 |
Bug |
All |
| Actions 'Upgrade contract' and 'Terminate contract' in the Customer contracts window now work as expected |
Earlier, for some companies, customer contracts could not be upgraded or terminated in the Customer contracts (CT301000) window. This has now been fixed. |
Order To Cash |
Contract Management |
9.38 |
2023-03-14 |
Bug |
All |
| Shipments-tab available in Frontend |
We have now added the Shipment-tab to the Frontend so that users can see shipment, invoice and inventory transactions that are connected to the order. |
Order To Cash |
New Sales Order |
9.39 |
2023-03-21 |
Change |
All |
| Freight tax category now supported |
Support for freight tax category has been added. The field is now available in POST, PATCH and GET. |
API |
New Sales Order |
9.39 |
2023-03-21 |
Change |
All |
| Unit price and unit cost set correctly after updating order's date |
Earlier, for orders with a currency different from the base currency, updating (PATCH) the order's date resulted in incorrect unit price and unit cost values. This has now been fixed. |
API |
New Sales Order |
9.39 |
2023-03-21 |
Bug |
All |
| New payment request status "Partially sent to AutoPay" |
All payment requests containing both documents that are sent to AutoPay and sent back to the Prepare payments tab will be marked with the status "Partially sent to AutoPay" instead of the status "Failed". |
Purchase to Pay |
Outgoing Payment |
9.39 |
2023-03-21 |
Change |
All |
| Cash account in sidebar when changed from overlay edit |
When cash account is changed for an invoice using Preview and edit document option, it is now updating also the detail in the sidebar.
Previously, it only updated the table. |
Purchase to Pay |
Outgoing Payment |
9.39 |
2023-03-21 |
Bug |
All |
| PUT SupplierInvoice not updating both the account and subaccount fields in the Purchase invoices window when limitations were in place against existing subaccount |
When settings from General ledger account access (GL104000) were set to limit access towards accounts and subaccount segment, the update via PUT operation could not process the request, when validation identified the input in fields momentarily being placed against user limited combination. This has now been fixed and both account and subaccount can be updated via PUT operation without the validation occurring between the fields being updated.
The fix has been added under a feature toggle and will be initially activated only for specific companies. The feature toggle will later be activated to all companies. |
API |
API |
9.39 |
2023-03-21 |
Bug |
All |
| Purchase receipt accrual details included receipts that had already been invoiced during the same period |
When a purchase receipt was invoiced against the same period of the receipt, the report displayed it until the end of that period. Purchase receipt accrual details (PO631000) will no longer include documents back into the report, if there was no remaining balance by the end of the period. Receipts that will be displayed with “To period” filter from earlier periods will only include the receipts from that period, if there was still remaining balance in the document by the end of the chosen period. |
Purchase to Pay |
Purchase order |
9.39 |
2023-03-21 |
Bug |
All |
| Order total for CM orders with group discount now calculated correctly |
Earlier, for sales orders of the Credit note (CM) type with applied group-level discount, the Discount total was added to the Order total. This has now been fixed, and the Discount total is deducted from the Order total. |
Order To Cash |
Sales Order |
9.39 |
2023-03-21 |
Bug |
All |
| Freight amount now calculated correctly when shipment contains items with lot/serial class with issue method User defined. |
Freight calculations no longer fail to consider items with a lot/serial class with issue method 'User defined', when shipment freight is based on invoice amount. |
Order To Cash |
Sales Order |
9.39 |
2023-03-21 |
Bug |
All |
| Improvements in VAT account control details and General ledger transactions with VAT windows |
There are changes in the VAT account control details (TX40400S) and General ledger transactions with VAT (TX40500S) windows.
They are now using the same procedure to get the data and that should improve the performance of the VAT account control details window since it used a other method to get the data.
Note! In the General ledger transactions with VAT the check box to show unposted transactions has been changed to behave the same as other windows and is now named "Include unposted transactions". The result when checking this is that released not posted and balanced batches will be included in the data.
Note! In VAT account control details the behaviour has been changed and From and To period are mandatory. So, now it will not start getting transactions before these columns are filled out. In addition, if you do not select a reporting period, the Include transactions without VAT period option is disabled and you will always get all transactions unless you select a report period. Then only transactions having the selected report period will show and you have to check the Include transactions without VAT period option to get the transactions without VAT period. |
Accounting |
Reporting to Government |
9.39 |
2023-03-21 |
Change |
All |
| Create invoice for sales order with cancelled linked purchase order |
Earlier, when you had cancelled a purchase order that was linked to a sales order, you could not create a sales invoice for that sales order. This has now been fixed. |
Purchase to Pay |
Purchase order |
9.39 |
2023-03-21 |
Bug |
All |
| Line discount applicable to 'Warehouse and customer' now applied before saving |
Earlier, line discounts applicable to 'Warehouse and customer' were not applied before an order was saved. This has now been fixed. |
API |
New Sales Order |
9.40 |
2023-03-28 |
Bug |
All |
| Edit order with status Back order |
Earlier, it was not possible to edit an order with the Back order status. This has now been fixed. |
Order To Cash |
New Sales Order |
9.40 |
2023-03-28 |
Bug |
All |
| Default delivery address and contact not set as unique anymore |
Earlier, when creating an order, the default delivery address and contact were incorrectly set as unique for the order, which caused that the order could not be included in a batch shipment. This has now been fixed. |
Order To Cash |
New Sales Order |
9.40 |
2023-03-28 |
Bug |
All |
| Improved line discount functionality for sales price lists |
Earlier, the setting 'Apply line discount to prices specific to' in the Customer ledger preferences (AR101000) window only worked properly for promotional sales prices. This has now been fixed. |
Order To Cash |
Sales Order |
9.40 |
2023-03-28 |
Bug |
All |
| Add allocations to kit assemblies to support industries using expiry dates or lot numbers |
In API, you have the possibility to set the kit allocations for a Kit Assembly (POST / PUT), and you can now use stock items for the assembly to set the allocations for the stock items individually.
This is important, for example, for food production where the different ingredients (stock components) used for producing an assembly need to have full control of the allocations, meaning the expiry date.
To achieve this, the allocations for each stock component line are now exposed in the API (PUT/POST). |
API |
API |
9.40 |
2023-03-28 |
Change |
All |
| Release of purchase invoice via API missing link to batch, invoice stuck in Balanced status |
This specific problem occurred in some occasions during heavy API load together with parallel actions, where the released purchase invoice may have incorrectly remained in the Balanced status after it was released via SupplierInvoice endpoint.
In this scenario the full release operation was not able to finish. Meaning even though the release process was successful and a batch was created, if the batch failed to link the documents (the Financial details tab not showing a link to the batch no.), due to this the purchase invoice document remained in the Balanced status. This has now been fixed. |
API |
API |
9.40 |
2023-03-28 |
Bug |
All |
| Swagger documentation updated for LastModifiedDateTime and LastModifiedDateTimeCondition parameters for several endpoints |
Swagger documentation is updated for LastModifiedDateTime and LastModifiedDateTimeCondition parameters on the GET methods of the endpoints: Account, Branch, Budget, GeneralLedgerBalanceV2, GeneralLedgerTransactions, JournalTransactionsV2, Ledger, Organization, Vat and VatCategory
yyyy-MM-dd
yyyy-MM-dd HH:mm:ss
yyyy-MM-dd HH:mm:ss.FFF
yyyy-MM-ddTHH:mm:ss
yyyy-MM-ddTHH:mm:ss.FFF |
Accounting |
GL Reconciliation |
9.40 |
2023-03-28 |
Bug |
All |
| Batch payments not matched if one of the payments had a higher amount than the open balance of the invoice |
The processing of incoming batch payment files was stopped if one of the payments had a higher amount than the open balance of the invoice/credit note. This has now been fixed. When the incoming batch payment files contain payments with a higher amount than the invoice/credit note open balance, the system will exclude the specific invoice from the processing and continue processing the rest of the payments. The excluded amount will be available for manual handling in the Process incoming payments (AR305000) window. |
Accounting |
Payment |
9.40 |
2023-03-28 |
Bug |
All |
| Shipping zone available in UI |
The Shipping zone field has now been added to the UI. The default value will be set based on the customer location and it is possible to change the value in the order. |
Order To Cash |
New Sales Order |
9.41 |
2023-04-04 |
Change |
All |
| Shipping terms available in UI |
The Shipping terms field has now been added to the UI. The default value will be set based on the customer location and it is possible to change the value in the order. |
Order To Cash |
New Sales Order |
9.41 |
2023-04-04 |
Change |
All |
| FOB point available in UI |
The FOB point field has now been added to the UI. The default value will be set based on the customer location and it is possible to change the value in the order. |
Order To Cash |
New Sales Order |
9.41 |
2023-04-04 |
Change |
All |
| Ship via' available in UI |
The field 'Ship via' has now been added to the UI. The default value will be set based on the customer location and it is possible to change the value in the order. |
Order To Cash |
New Sales Order |
9.41 |
2023-04-04 |
Change |
All |
| UI calculations with negative discount amount now work correctly |
Calculations no longer fail when you enter an order line with the unit price set to 0 and the discount amount to -10. |
Order To Cash |
New Sales Order |
9.41 |
2023-04-04 |
Bug |
All |
| Swagger documentation for POST lines and DELETE order and lines updated |
The swagger documentation for POST lines and DELETE order and lines now includes information about the required ETag header. |
API |
New Sales Order |
9.41 |
2023-04-04 |
Change |
All |
| Support for Branch |
Setting the branch on the header level for an order is now supported. The priority for setting the Branch ID is:
1. BranchID set in body
2. BranchID from call header
3. BranchID from customer location
4. Company's default branch ID |
API |
New Sales Order |
9.41 |
2023-04-04 |
Change |
All |
| Possible to use POST with unitPrice and discountAmount set to 0 |
POST of an order with 0 values for unitPrice and discountAmount no longer results in a 500 error. |
API |
New Sales Order |
9.41 |
2023-04-04 |
Bug |
All |
| Possible to add shippable non-stock item |
A 500 error will no longer be returned when you in POST add an order line with a shippable non-stock item. |
API |
New Sales Order |
9.41 |
2023-04-04 |
Bug |
All |
| Possibility to filter on warehouse and towarehouse |
You are now able to filter on Warehouse and ToWarehouse when fetching InventoryTransfer. |
API |
API |
9.41 |
2023-04-04 |
Change |
All |
| Wrong field name corrected in Reverse not yet invoiced transactions |
In the Reverse not yet invoiced transactions (PM505000) window, the field Invoicing rule was erroneously named as Allocation rule. This has now been fixed. |
Accounting |
Project |
9.41 |
2023-04-04 |
Bug |
All |
| Timeout during opening and processing of data in Prepare VAT report window |
In the Prepare VAT report (TX501000) window, the way of collecting data has been modified to avoid timeout during opening and processing.
This will improve the performance when showing and processing the data. |
Accounting |
Reporting to Government |
9.41 |
2023-04-04 |
Bug |
All |
| Support for including freight amount in the calculation of VAT |
Including the freight amount in the VAT calculation, according to the selected freight tax category set on the order, is now supported. |
API |
New Sales Order |
9.42 |
2023-04-11 |
Change |
All |
| Added support for Original order type and Original order id |
The fields originalOrderType and originalOrderId are now supported in GET, POST and PATCH. |
API |
New Sales Order |
9.42 |
2023-04-11 |
Change |
All |
| Validation of cash account based on branch |
The cash account set on a sales order is now validated based on the branch set for the order. |
API |
New Sales Order |
9.42 |
2023-04-11 |
Change |
All |
| POST with Calculate freight activated for order type and shipping term set for order |
Earlier, when using POST, the combination of an activated Calculate freight setting for the used order type and a set shipping term for the order, resulted in a 500 error. This has now been fixed and no error is returned. |
API |
New Sales Order |
9.42 |
2023-04-11 |
Bug |
All |
| New report: IN61551S - Inventory valuation by location. |
IN61551S - Inventory valuation by location, is the new report where displayed data contains information about each warehouse's location. |
General |
Report Designer |
9.42 |
2023-04-11 |
Change |
All |
| Priority, Residential delivery, Saturday delivery and Insurance available in UI |
The following elements have now been added to the UI:
- Priority
- Residential delivery
- Saturday delivery
- Insurance
The default values are set based on the customer location and it is possible to change the values in the order. |
Order To Cash |
New Sales Order |
9.43 |
2023-04-18 |
Change |
All |
| Order weight and Order volume available in UI |
The fields Order weight and Order volume have now been added to the UI. These are calculated as the totals of all weights and volumes on the lines. |
Order To Cash |
New Sales Order |
9.43 |
2023-04-18 |
Change |
All |
| Premium freight amount available in UI |
The field Premium freight amount has now been added to the UI. |
Order To Cash |
New Sales Order |
9.43 |
2023-04-18 |
Change |
All |
| Freight cost available in UI |
The Freight cost field has now been added to the UI. The value will be set according to settings for the ship via code. |
Order To Cash |
New Sales Order |
9.43 |
2023-04-18 |
Change |
All |
| Quotation marks for "ETag" and "Match-if" headers |
Quotation marks around the "ETag" and "Match-if" headers are now included in the response headers as per documentation. |
API |
New Sales Order |
9.43 |
2023-04-18 |
Bug |
All |
| View transactions when filtering on date in Account details |
Previously, when filtering on date in Account details window (GL404000), a transaction was registered and no result was presented. This has been fixed and now you are able to see the transactions when filtering on the date it is registered on. |
Accounting |
Registration |
9.43 |
2023-04-18 |
Change |
All |
| Automation schedule 'Poll invoicestatus from Autoinvoice' and date filter in the Send invoices window now work correctly |
Earlier, the Automation schedule 'Poll invoicestatus from Autoinvoice' and the Start date and End date filter did not work in the Send invoices (AR508000) window. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.43 |
2023-04-18 |
Bug |
All |
| Improved performance in the Update contract prices and Customer contracts windows
|
Earlier, the Update contract prices (CT503000) and Customer contracts (CT3010PL) windows had slow performance. This has now been fixed and the performance has improved significantly. |
Order To Cash |
Contract Management |
9.43 |
2023-04-18 |
Bug |
All |
| Warning message when changing supplier on purchase invoice |
There is a new a warning message which is displayed in the Purchase invoices (AP301000) window when you change supplier on an invoice. It is meant to raise awareness on the fact that you have add again the lines of the invoice so that the amounts will be correct. |
Purchase To Pay |
Supplier Ledger |
9.43 |
2023-04-18 |
Bug |
All |
| Added support for commissionable order line |
An order line can no be set as commissionable. |
API |
New Sales Order |
9.44 |
2023-04-25 |
Change |
All |
| Freight amount available in UI |
The field Freight amount has now been added to the UI. The amount will be set according to settings for the shipping terms. |
Order To Cash |
New Sales Order |
9.44 |
2023-04-25 |
Change |
All |
| Freight VAT category available in UI |
The Freight VAT category field has now been added to the UI. The default value will be set based on the ship via code and it is possible to change the value in the order. |
Order To Cash |
New Sales Order |
9.44 |
2023-04-25 |
Change |
All |
| Bulk change for the cash account |
You can now change the cash account for several documents in one action. This improvement is available when the selected documents have the same payment method. |
Purchase to Pay |
Outgoing Payment |
9.44 |
2023-04-25 |
Change |
All |
| Summary of amounts to pay per supplier |
When the table view group documents from the same supplier is selected, the total amount to pay per supplier is displayed, next to the supplier name and number of documents. The amounts are shown in the currency of the cash account selected on the document. If the supplier has documents using different cash accounts with different currencies, amounts will be displayed accordingly to the currency of the cash account.
Please note that if you manually change the amount to pay, the update will be reflected in the amount summary only after manual refresh. |
Purchase to Pay |
Outgoing Payment |
9.44 |
2023-04-25 |
Change |
All |
| Side bar timeout when using an inactive cash account to pay a document |
When an inactive cash account was used to pay a document, the side bar did not display any information showing a timeout error. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.44 |
2023-04-25 |
Bug |
All |
| New column "Branch" on Status tab and details section |
On the Status tab and in the details section, a new column "Branch" has been added to show the branch ID used to book a document or to create a payment request. |
Purchase to Pay |
Outgoing Payment |
9.44 |
2023-04-25 |
Change |
All |
| Data collection on Prepare VAT report modified and performance improved |
On the Prepare VAT report (TX501000), the way of data collection has been modified to avoid timeout during opening and processing.
This will improve the performance when showing and processing the data. |
Accounting |
Reporting to Government |
9.44 |
2023-04-25 |
Bug |
All |
| Improved control of items in the sales process |
You can now use the item statuses No sales in a better way to better control items in the sales process.
- In the Sales orders (SO301000) window, items with the 'No sales' status can not be sold. You can, however, use items with the 'No sales' status in sales order lines with the 'Receipt' operation. |
Order To Cash |
Sales Order |
9.44 |
2023-04-25 |
Change |
All |
| Improved control of items in the purchase process |
You can now use the item statuses No purchases in a better way to better control items in the purchase process.
- In the Purchase orders (PO301000) window, items with the 'No purchases' status can not be purchased. You can, however, create purchase receipts and purchase returns for items with the 'No purchases' status. |
Order To Cash |
Purchase order |
9.44 |
2023-04-25 |
Change |
All |
| Added support for creating multiple shipments for the same sales order |
You can now create multiple shipments for one sales order so you can optimise the picking process for multiple employees and offer separate deliveries over time.
In the Shipments (SO302000) window, via the 'Add order' button, you can add the sales order lines you want to include in one shipment. After saving, you can add a new shipment and add other lines from the same sales order. |
Order To Cash |
Sales Order |
9.44 |
2023-04-25 |
Change |
All |
| Improved response time in Sales and Inventory windows |
A new command in code for sales order and inventory windows that were to do a lookup in a database lacked information and caused delay in performance. This is now corrected |
Order To Cash |
Inventory |
9.44 |
2023-04-25 |
Bug |
All |
| Performance improvements for Deferral schedules (DR201500) |
The performance of the Deferral schedule (DR201500) window has been improved to allow faster loading time when retrieving large amount of documents at once from the document number field.
Additional changes to the Deferral schedule window that affect the behaviour when creating schedules manually:
- The position of Customer/Supplier ID has been changed and is now located under the Doc. type.
- The Customer/Supplier ID field is mandatory to be filled in before search from the Doc. no can be done.
- New option “Show closed documents” is now added as separate option. By default, the Doc.no. field searches all the Open documents. |
Purchase To Pay |
Supplier Ledger |
9.44 |
2023-04-25 |
Bug |
All |
| Run contract invoicing window now works correctly |
When you select a contract in the Run contract invoicing (CT501000) window, the columns Description, CustomerID, Expiration date and Contract template will no longer be incorrectly cleared. |
Order To Cash |
Contract Management |
9.44 |
2023-04-25 |
Bug |
All |
| Correct values for Workspace and Document type in Inventory allocation details |
Earlier, in the Inventory allocation details (IN402000) window, the columns Workspace and Document type contained incorrect values in some cases. This has now been fixed. |
Order To Cash |
Sales Order |
9.44 |
2023-04-25 |
Bug |
All |
| Performance of Balance by supplier report improved |
The performance of the Balance by supplier report (AP63250S) has now been improved. |
Purchase To Pay |
Supplier Ledger |
9.44 |
2023-04-25 |
Change |
All |
| Added support for salesperson on order line |
A salesperson can now be set for an order line. |
API |
New Sales Order |
9.45 |
2023-05-02 |
Change |
All |
| Added support for default salesperson |
The default salesperson can now be set for an order. |
API |
New Sales Order |
9.45 |
2023-05-02 |
Change |
All |
| Unit set is working when the Optimize unitset report is not set |
The error in ARM reports when using Unit sets without Optimize unitsets report set is now fixed and the selection of different unit set in the report result works again. |
Accounting |
GL Reconciliation |
9.45 |
2023-05-02 |
Bug |
All |
| Improved performance of the Balance projection by account report |
The performance of the Balance projection by account report (FA670010) has been improved. |
Accounting |
Fixed Assets |
9.46 |
2023-05-09 |
Change |
All |
| Added support for creating multiple shipments for the same sales order |
You can now create multiple shipments for one sales order so you can optimise the picking process for multiple employees and offer separate deliveries over time.
In the Shipments (SO302000) window, via the 'Add order' button, you can add the sales order lines you want to include in one shipment. After saving, you can add a new shipment and add other lines from the same sales order. |
Order To Cash |
Sales Order |
9.46 |
2023-05-09 |
Bug |
All |
| Performance improvements for Supplier details (AP402000) |
The performance of the Supplier details (AP402000) window has been improved to allow faster loading times and making it possible to fetch even larger amounts of documents at once.
Additional changes to the Supplier details window that affect the behaviour:
- “Show all documents” has been replaced with “Show closed/voided documents by period range”
- By selecting a period range in the fields “From period” and “To period”, voided/closed documents will be fetched together with all the currently open documents.
- To return only open documents being displayed – Erase input from the “From period” and “To period” fields.
As earlier, when the “Period” field on the left is inserted the former “Show all documents” and present “Show closed/voided documents by period range” is not available. Documents shown when the “Period” is inserted will continue to follow the timespan of the documents by the selected period. |
Purchase To Pay |
Supplier Ledger |
9.46 |
2023-05-09 |
Bug |
All |
| Duplicated lines in VAT account control detail (TX40400S) when having more than one Tax agency |
When you had more than one tax agency in the same company and the VAT report lines had the same ID you got the account lines duplicated by the number of Tax agencies in the VAT account control detail (TX40400S) window. This has now been fixed. |
Accounting |
Reporting to Government |
9.46 |
2023-05-09 |
Bug |
All |
| Balance discrepancy when refund is voided |
When a prepayment in foreign currency is matched with a supplier refund in local currency, a RGOL amount is generated. Voiding the supplier refund, the RGOL amount is set to 0. Previously, the RGOL amount was not reversed causing supplier balance discrepany. |
Purchase To Pay |
Outgoing Payment |
9.46 |
2023-05-09 |
Bug |
All |
| paymentRef only possible to set for certain order types |
Earlier, when creating an order (POST), there was no validation of the paymentRef field, and you could set a value for this field even for order types for which this is not allowed. This has now been fixed, and you can set a value for paymentRef only for certain order types. |
API |
New Sales Order |
9.47 |
2023-05-16 |
Bug |
All |
| Preparing invoice for order created in Sales order API v3 works correctly now |
For an order created via the Sales order API v3 with a bill address that is unique for the order, you no longer receive an error when trying to prepare an invoice. |
API |
New Sales Order |
9.47 |
2023-05-16 |
Bug |
All |
| Preparing invoice for order created in Sales order API v3 works correctly now |
For an order created via the Sales order API v3 with a bill address that is unique for the order, you no longer receive an error when trying to prepare an invoice. |
API |
New Sales Order |
9.47 |
2023-05-16 |
Bug |
All |
| Drag and drop columns to move them |
If you use drag and drop to the left for a column in prepare payments, the columns that come after are moved to the right.
Previously the column you drag and drop replaced the column and moved this one to its place. |
Purchase to Pay |
Outgoing Payment |
9.47 |
2023-05-16 |
Change |
All |
| Notification Center emails |
There is a new upgraded version for all the notifications sent via e-mail. |
Purchase to Pay |
Outgoing Payment |
9.47 |
2023-05-16 |
Change |
All |
| Preventing simultaneous processes in the Replenishment window (IN5080000) |
Previously, the replenishment process in window Replenishment (IN508000) could be initiated simultaneously by different users. This caused incorrect data in the system.
This has now been corrected. It is no longer possible for more than one user at the time to initiate the Process or Process all features. |
Purchase to Pay |
Replenishment |
9.47 |
2023-05-16 |
Bug |
All |
| Improved logging, error handling and performance in the GeneralLedgerTransactions endpoint |
The performance of the GeneralLedgerTransactions endpoint is improved.
Also, the logging mechanism and error handling are fixed: before 9.46, when an error was thrown during the API call, it was not reaching the caller, but it was hidden in the backend implementation. Now that is fixed, and the caller will receive the error when that is the case. |
API |
API |
9.47 |
2023-05-16 |
Bug |
All |
| Fix for performance issues and discrepancy between GL transactions and customer ledger payments in Process of incoming payments window and Process of bank transactions |
Previously, there were performance issues and discrepancy between GL transactions and customer ledger payments in Process incoming payments (AR305000) and Process bank transactions (CA306000) due to not fully processing the payments during the automatic process of incoming payments. This has now been fixed. For the moment we have enabled these features only for Pilot customers. |
Accounting |
Payment |
9.47 |
2023-05-16 |
Bug |
All |
| Improved performance in the Send direct debit invoices window |
The performance in the Send direct debit invoices (AR50850S) window has been improved.
The time to complete the Process all action is ca. 24 % shorter, and the time it takes to navigate to the next page in the table is ca. 6 % shorter. |
Order To Cash |
Customer Ledger |
9.47 |
2023-05-16 |
Bug |
All |
| Improved performance in the Release customer documents window |
The performance in the Release customer documents (AR501000) window has been improved. The time to release all documents is ca. 6 % shorter. |
Order To Cash |
Customer Ledger |
9.47 |
2023-05-16 |
Change |
All |
| Improved performance in the Shipments window |
The Shipments (SO302000) window loads faster than before. |
Order to Cash |
Sales Order |
9.47 |
2023-05-16 |
Change |
All |
| Fixed issues in the columns of the Supplier details (AP402000) window |
The performance improvement in the Supplier details (AP402000) window caused issues in some of the columns. These have now been fixed.
- The columns Notes and Attachments are now included
- The Batch no. field has the linking available to open the batch
- The current "CuryID" column name changed back to "Currency"
- The Company and Branch fields were not re-updating the display when they were changed using the same supplier. |
Purchase To Pay |
Supplier Ledger |
9.47 |
2023-05-16 |
Change |
All |
| Total cost for a sales order based on replacement costs is now calculated correctly after changing a line item |
Earlier, when 'Use replacement cost for margin/profit' was selected in the Sales orders (SO301000) window, the Total cost was not calculated correctly after changing a stock item on a sales order line.
This has now been fixed, and the total cost for an order is calculated correctly based on the sales order lines' replacement costs, also after changing the stock item on a sales order line. |
Order To Cash |
Sales Order |
9.47 |
2023-05-16 |
Bug |
All |
| A new feature launched - "Hämta företagsinformation" |
"Hämta företagsinformation" is a new feature where we make it easier to create and update customer and supplier information. The new feature is available from the "Action" menu in the customer [AR303000] and supplier [AP303000] window. You can find more information in Visma Community. |
General |
Hämta företagsinformation |
9.47 |
2023-05-16 |
Change |
SE |
| Support for commissions |
Calculating commissions for an order is now supported.
- GET includes information about commissions.
- It is possible to:
- set a default salesperson for an order
- set a salesperson for an order line
- select if an order line is commissionable. |
API |
New Sales Order |
|
|
Change |
All |
| Branch now set correctly |
Earlier, the branch for a created order was not set according to the selected branch in the company selector. This has now been fixed and the correct branch is set for the order. |
Order To Cash |
New Sales Order |
|
1970-01-01 |
Bug |
All |
| Added support for setting subaccount on order line based on salesperson |
The subaccount on an order line can now be set based on the salesperson set on the order line. |
API |
New Sales Order |
|
1970-01-01 |
Change |
All |
| VAT now updated correctly after change of customer |
Earlier, the VAT details for an order were not updated correctly after changing the customer. This has now been fixed. |
Order To Cash |
New Sales Order |
|
1970-01-01 |
Bug |
All |
| New view in Process payments screen |
Now you have a new view to display documents on the Prepare payments tab: Collapsed group documents from the same supplier. You can choose to expand or collapse documents for any supplier.
This functionality is under a feature toggle and will be gradually enabled for customers. |
Purchase to Pay |
Outgoing Payment |
|
1970-01-01 |
Change |
All |
| Performance improvement on Voucher details inquiry (GL40601S) |
The performance on Voucher details inquiry (GL40601S) was improved by adding pagination to the window. |
Accounting |
Registration |
9.48 |
2023-05-23 |
Task |
All |
| Account specification (GL63301S) report showing beginning balances for income and expense |
Previously, the Account specification (GL63301S) report showed Beg. balance for Income and Expense accounts in beginning of a year. This has now been fixed. |
Accounting |
Registration |
9.48 |
2023-05-23 |
Bug |
All |
| Error creating journal transaction through API when segments of selected subaccount were part of a restriction group |
When posting a transaction through JournaltransactionV2 endpoint, the subaccount was set before account. This caused an error if segments of the subaccount were a part of a restriction group. This has now been fixed. |
API |
API |
9.48 |
2023-05-23 |
Bug |
All |
| Not possible to mark transactions as Reconciled on the Reconciliation tab in the Fixed asset window (FA303000) |
Earlier, it was not possible to mark one or more transaction lines as reconciled in the reconciliation tab in the Fixed asset (FA303000) window when selecting addition and deduction. This has now been fixed. |
Accounting |
Fixed Assets |
9.48 |
2023-05-23 |
Bug |
All |
| Several shipments for one sales order |
Earlier, it was not possible to create several shipments for one sales order. This has now been fixed. |
Order To Cash |
Sales Order |
9.48 |
2023-05-23 |
Bug |
All |
| New field 'residentialDelivery' added and misspelled field 'resedentialDelivery' will be removed by 1/12/2023 |
A new field 'residentialDelivery' has been added in GET/api/v3/Customers/{customerId}/locations.
The current field 'resedentialDelivery' is misspelled and will be removed from the endpoint with due date 1/12/2023. |
API |
New Sales Order |
9.49 |
2023-05-30 |
Change |
All |
| Error when using non-existent order type |
You no longer receive a 500 error when doing POST with an order type that does not exist. You now receive a 400 error: 'Order type cannot be found'. |
API |
New Sales Order |
9.49 |
2023-05-30 |
Bug |
All |
| Support for items with status 'No sales' in sales order receipt lines |
Items with the 'No sales' status can now be used in sales order lines with the 'Receipt' operation. |
API |
New Sales Order |
9.49 |
2023-05-30 |
Change |
All |
| When a batch / payment is created or an invoice is modified a notification is generated in the Send notifications window |
Each time a batch / payment is created or an invoice is modified a notification is generated in the Send notifications (SM205050) window. This functionality is available under feature flag VNEPS-NotifyMonolith |
Purchase to Pay |
Outgoing Payment |
9.49 |
2023-05-30 |
Change |
All |
| Cash account filter not considering inactive cash accounts |
Previously, filtering documents booked against inactive or incorrectly defined cash accounts was not working.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.49 |
2023-05-30 |
Change |
All |
| Performance improvements for the Sales orders window |
In the Sales orders (SO301000) window, the performance has been improved for:
- Loading Invoice and Delivery address,
- Calculating Total line discount,
- Setting the default Account and Subaccount on the line,
- Setting the default Supplier and Supplier price on the line,
- Loading the Payments tab data. |
Order To Cash |
Sales Order |
9.49 |
2023-05-30 |
Change |
All |
| Deletion process for pending automatic notifications improved |
The deletion process for automatic notifications with the status Pending, in the Send notifications (SM205050) window, has been improved. This means that when you delete these notifications, the "System out of memory exception" error message is no longer displayed. |
General |
Notifications |
9.49 |
2023-05-30 |
Change |
All |
| Performance improvement when opening sales order with kit item |
The performance in the Sales orders (SO301000) window has been improved. Earlier, when you opened a sales order containing a kit item, it could take approx. 1 minute for some customers. Now, it takes approx. 2 seconds. |
Order To Cash |
Sales Order |
9.49 |
2023-05-30 |
Change |
All |
| Replacement cost collected from supplier price worksheet in the first place |
Earlier, when you used replacement costs in the Sales orders (SO301000) window, the replacement cost would be collected from the item's last cost, when it should have been collected from the supplier price worksheet.
This has now been fixed, so that the replacement cost will be collected from the supplier price worksheet. When there is no supplier price found in the supplier price worksheet, the item's last cost is used. |
Order To Cash |
Sales Order |
9.49 |
2023-05-30 |
Bug |
All |
| Performance issues when using the API endpoint "PUT Stocktake V2" |
The performance of the "PUT Stocktake V2" API endpoint has been improved. For example, 100 lines going from 40,2 seconds to 1,33 seconds. |
API |
API |
9.49 |
2023-05-30 |
Change |
All |
| Performance improvements in Reconciliation statements when pressing the Toggled Reconciled button |
The performance of the Reconciliation statements (CA302000) window, when pressing the Toggled Reconciled button, has been improved. |
Accounting |
Cash Management |
9.49 |
2023-05-30 |
Change |
All |
| Purchase receipt accrual summary now displays correct 'Amount not yet invoiced' for purchase orders with discount |
Earlier, for purchase orders with a discount, the column 'Amount not yet invoiced' in the Purchase receipt accrual summary (PO630500) report would display the full amount without discount. This has now been fixed. |
Order To Cash |
Purchase Order |
9.49 |
2023-05-30 |
Bug |
All |
| Purchase receipts with several invoices now displayed correctly in Purchase receipt accrual summary |
Earlier, for a purchase receipt for which several invoices were created, the Purchase receipt accrual summary (PO630500) report would display the receipt several times, resulting in incorrect amounts. This has now been fixed. |
Purchase to Pay |
Purchase order |
9.49 |
2023-05-30 |
Bug |
All |
| One VAT category code generated in the Sales invoices window XML draft |
Earlier, when you generated an XML draft in the Sales invoices (AR301000) window, the system would generate multiple VAT category codes in the XML file: AllowanceCharge and TaxTotal-TaxSubTotal. This has now been fixed and only one VAT category code is generated. |
Order To Cash |
Customer Ledger |
9.49 |
2023-05-30 |
Bug |
All |
| Reports - downloading to PDF created HTML |
In some scenarios, clicking the download button to create a PDF file of the report, the explorer dialog opened with HTML as file extension.
This has now been fixed. |
Architecture |
Architecture |
9.49 |
2023-05-30 |
Bug |
All |
| Improved performance in the Sales order list window |
The Sales order list (SO40101S) window loads faster than in earlier versions. |
Order To Cash |
Sales Order |
9.49 |
2023-05-30 |
Change |
All |
| Icons now have tooltips |
You can now see what an icon does when you hover over it. |
Order To Cash |
New Sales Order |
9.50 |
2023-06-06 |
Change |
All |
| overridesDefault for addresses available in PATCH endpoint |
The field overridesDefault has been added in PATCH for addresses. |
API |
New Sales Order |
9.50 |
2023-06-06 |
Change |
All |
| Added support for fields related to shipping and freight in the UI |
The following fields are now available in the UI:
In the overview panel
- Ship via
In the Delivery settings tab
- Scheduled shipment
- Ship separately
- Shipping rule
- Cancel by
- Preferred warehouse ID
- FOB point
- Priority
- Shipping terms
- Shipping zone
- Residential delivery
- Saturday delivery
- Insurance
- Transaction type
In the Totals tab
- Order weight
- Order volume
- Freight cost
- Freight amount (current field name: Freight)
- Premium freight amount (current field name: Premium freight)
- Freight VAT category |
Order To Cash |
New Sales Order |
9.50 |
2023-06-06 |
Change |
All |
| Improve performance on GET InventoryTransfer endpoint. |
We have significantly improved the performance on the InventoryTransfer endpoint. Please give feedback on your experience. |
API |
API |
9.50 |
2023-06-06 |
Bug |
All |
| Performance improvement for Supplier prices (AP202000) and Supplier price worksheets (AP202010) |
In this version there are performance improvements in Supplier prices (AP202000) and Supplier price worksheets (AP202010) windows mainly around selecting item action, save and release. |
Purchase To Pay |
Supplier Ledger |
9.50 |
2023-06-06 |
Bug |
All |
| Performance improvement on project invoice reports PM64101S, PM64102S, PM64104S, PM64105S, and PM64118S |
There are performance improvement on the following project invoice reports: PM64101S, PM64102S, PM64104S, PM64105S, and PM64118S.
The changes will only affect the standard report. If the report has been customised earlier, this has to be redone based on the new standard that includes the improvements. |
Accounting |
Project |
9.50 |
2023-06-06 |
Bug |
All |
| Fixes inside the Supplier details (AP402000) window |
The performance improvement in the Supplier details (AP402000) window caused issues in some of the behaviour. These have now been fixed.
- The Post period field display changed from YYYY-MM to MM-YYYY.
- The Batch no. field's link when pressed will open in a new pop-up instead of a new tab.
- When only one of the fields From period / To period is either selected or removed, the current document display will be kept shown until both fields will inserted OR removed from the by period range to apply.
- Generic inquiry (SM208000) navigation parameters of the Supplier details window are now enabled
- Cache issue when “Go to previous record” / Go to next record” was pressed
- “Show closed/voided documents by period range” will include closed documents into the display by using post period of the document as the deciding factor. If the document's post period is inside the selected by period range used, the document will be brought into display. |
Purchase To Pay |
Supplier Ledger |
9.50 |
2023-06-06 |
Bug |
All |
| Error when updating payment status |
In some scenarios, when updating outgoing payment status in AutoPay Inbox (CA50400S), there occurred an error message caused by some rounding error. This has now been fixed. |
Purchase To Pay |
Outgoing Payment |
9.50 |
2023-06-06 |
Bug |
All |
| Control module accounts and SIE imports |
Using the SIE Import (GL40101S) window will give an error if the SIE file contains or will process any accounts where Control module account is set and the Allow manual entry option is not set.
You have to set Allow manual entry option on all Control module accounts to be able to import a SIE file with transactions on accounts where the Allow manual entry option is not set. |
Accounting |
Registration |
9.50 |
2023-06-06 |
Change |
All |
| Trial balance and Control module account handling |
The Trial balance (GL303010) window will give an error if it contains or will process any accounts where a control module account is set and the Allow manual entry option is not set.
You have to set Allow manual entry option on all control module accounts to be able to release a trial balance. |
Accounting |
Registration |
9.50 |
2023-06-06 |
Change |
All |
| Restrict usage of general ledger accounts marked as control account |
There is a new column, Allow manual entry, in the Chart of accounts (GL202500) window. With this column you can restrict the usage of general ledger accounts marked as control account. It is not possible to select control accounts with the deselected Allow manual setting for direct posting in the Journal transactions (GL301000) window or select them in any account field anywhere in the system. These restrictions will be suspended when the Allow manual entries check box is selected for control accounts.
New provisioned companies will by default have the the setting deselected for all control accounts (except Finland and the VAT settlement account). In upgraded companies the control accounts will have the Allow manual entry setting selected. |
Accounting |
GL Reconciliation |
9.50 |
2023-06-06 |
Change |
All |
| New column for marking an account as control account for customer ledger and supplier ledger |
There is a new column, Control account module, in the Chart of accounts (GL202500) window. With this column you can mark an account as Control account for the customer ledger and supplier ledger. The marked accounts can be entered in the Customer account field, the Supplier account field and prepayment field for customers and suppliers all over the system. In combination with the second new column, Allow manual entry, restrictions on usage of these accounts will occur.
New provisioned companies will have the correct values applied to the default customer, supplier and prepayment accounts. Upgraded companies will have the correct values added to the accounts used in the Customer classes (AR201000) and Supplier classes (AP201000 ) window and to all accounts eventually used in customer or supplier documents. |
Accounting |
GL Reconciliation |
9.50 |
2023-06-06 |
Change |
All |
| New Sales orders window available for all users |
The new Sales orders (SO30100S) window is now available in the Financials menu, for all users. If you do not have the neXtGen roles, you will receive a message about missing user roles. |
Order To Cash |
New Sales Order |
9.51 |
2023-06-13 |
Change |
All |
| Scheduled shipment now set correctly |
Earlier, the Scheduled shipment date was not set correctly when the date was calculated to be before the order date. This has now been fixed, and the Scheduled shipment will not be set to a date before the order date. |
Order To Cash |
New Sales Order |
9.51 |
2023-06-13 |
Change |
All |
| List of warehouses available again |
Earlier, after you had saved an order and clicked + to create a new order, the list of warehouses in the Preferred warehouse ID field was not available. This has now been fixed. |
Order To Cash |
New Sales Order |
9.51 |
2023-06-13 |
Change |
All |
| overridesDefault for contacts available in PATCH endpoint |
The field overridesDefault has been added in PATCH for contacts. |
API |
New Sales Order |
9.51 |
2023-06-13 |
Change |
All |
| When a batch / payment is created or an invoice is modified in Process Payments screen, a notification is generated in the Send notifications window |
Each time a batch / payment is created or an invoice is modified, a notification is generated in the Send notifications (SM205050) window. This functionality is available under feature flag VNEPS-NotifyMonolith, which has been enabled in Production for all companies, as of 08/06/2023. |
Purchase to Pay |
Outgoing Payment |
9.51 |
2023-06-13 |
Change |
All |
| Filters and refresh on the Status tab |
The Status tab remembers the selection in filters when navigating between tabs in the Process payments window. You can use the new Reset filters button to clear them.
Also, manual refresh is now available on the Status tab. |
Purchase to Pay |
Outgoing Payment |
9.51 |
2023-06-13 |
Change |
All |
| Performance improved in Send direct debit invoices window |
The performance of the Send direct debit invoices (AR50850S) window has been improved. |
Order To Cash |
Customer Ledger |
9.51 |
2023-06-13 |
Change |
All |
| Issue created for released shipment and invoice |
Earlier, in some circumstances, no issue was created after releasing a shipment and the invoice. This has now been fixed. |
Order To Cash |
Sales Order |
9.51 |
2023-06-13 |
Change |
All |
| Improved performance in the Sales order history by item window |
Earlier, the Sales order history by item (SO40102S) window took a long time to open. This has now been improved, and the window opens 29 % faster. |
Order To Cash |
Sales Order |
9.51 |
2023-06-13 |
Change |
All |
| Default GL account for supplier "Told og skat" changed to 88200 in Danish template |
The default GL account for supplier "Told og skat" is changed to account no. 88200 in the Danish company template. |
General |
Setup of new companies |
9.51 |
2023-06-13 |
Change |
All |
| Performance on Tax account control details (TX40400S) improved |
The VAT account control details (TX40400S) window has been changed and it now has pagination to improve the performance and timeout.
There is still an issue with a large number of transactions that it takes time and this will be addressed in a later release. |
Accounting |
Reporting to Government |
9.51 |
2023-06-13 |
Change |
All |
| Reporting ledgers now excluded from SAF-T report |
Earlier, reporting ledgers were included in the SAF-T report. This has now been fixed and only the Actual ledger is reported. |
Accounting |
Reporting to Government |
9.51 |
2023-06-13 |
Change |
All |
| Performance improvement creating the SAF-T file |
The performance of the creation of SAF-T files hs been improved.
Some tests have reduced the time by 2/3. |
Accounting |
Reporting to Government |
9.51 |
2023-06-13 |
Change |
All |
| Open correct sales order in the Sales order list window |
Earlier, in the Sales order list (SO40101S) window, you could not open the correct sales order. This has now been fixed. |
Order To Cash |
Sales Order |
9.51 |
2023-06-13 |
Change |
All |
| New report added - {}Purchase receipt simulated accrual summary (PO63050S{}) |
The new report shares similarities in the behaviour with the original Purchase receipt accrual summary (PO630500). The new report has added possibility for historical reconciliation of PO accruals by gathering all the changes and therefore giving possibility to fetch and simulate the documents' uninvoiced qty and uninvoiced amount afterwards to display document values held by the end of selected “To period”.
Due to this new behaviour being inserted together with new database table, only the new purchase receipt entries after the release of version 9.51.0 will be displayed through the "Purchase receipt simulated accrual summary" and have the uninvoiced quantity/amount simulation available. |
Purchase To Pay |
Supplier Ledger |
9.51 |
2023-06-13 |
Change |
All |
| Improved performance in the Sales shipment history by item window |
Earlier, the Sales shipment history by item (SO40103S) window took a long time to open. This has now been improved, and the window opens 56 % faster. |
Order To Cash |
Sales Order |
9.51 |
2023-06-13 |
Change |
All |
| Improved performance in the Purchase order list window |
Earlier, the Purchase order list (PO40100S) window took a long time to open. This has now been improved, and the window opens 78 % faster. |
Order To Cash |
Purchase Order |
9.51 |
2023-06-13 |
Change |
All |
| New window Customer and supplier reconciliation (GL408000) |
In version 9.51, there is a new window, Customer and supplier reconciliation (GL408000), in the inquiry section of the general ledger workspace.
The purpose of this new inquiry is to help the user with reconciling General ledger balances of the customer and supplier accounts with the balances from the customer and supplier ledger.
According to your chosen settings for period, Control account module, account and company/branch in the header section, the table shows per account all the relevant balances and eventual differences between the ledgers.
By clicking the balances and deviation amounts you are redirected to the respective detail screens for further drill down. |
Accounting |
GL Reconciliation |
9.51 |
2023-06-13 |
Change |
All |
| Change Intrastat transaction type |
Earlier, you could not change the Intrastat Transaction type. This has now been fixed. |
Order To Cash |
New Sales Order |
9.52 |
2023-06-20 |
Change |
All |
| Time out in the sidebar and To be paid amout |
The issues with the timeout in the sidebar and To be paid amount after confirm payout is pressed and navigation to Status tab were fixed. |
Purchase to Pay |
Outgoing Payment |
9.52 |
2023-06-20 |
Change |
All |
| Fix deviation messages in View only deviations |
After fixing the deviation on the View only deviations tab, you need to use the manual refresh button. |
Purchase to Pay |
Outgoing Payment |
9.52 |
2023-06-20 |
Change |
All |
| Amount to pay on supplier is not updating |
When the "Group documents from the same supplier" view is active and you manually update the amount to pay for a document, the summary amount is no longer updating. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.52 |
2023-06-20 |
Change |
All |
| Improved performance in the Customer invoice window |
Earlier, in the Customer invoice (SO303000) window, there was slow performance and it took 26 seconds to release an invoice. The performance has been improved by 58 %, and releasing an invoice now takes 11 seconds. |
Order To Cash |
Sales Invoice |
9.52 |
2023-06-20 |
Change |
All |
| Discount calculation in the Sales invoices window |
Earlier, in some scenarios, when freight cost was added to a shipment and discount was used, the discount was calculated twice in the Sales invoices (AR301000) window. This has now been fixed. |
Order To Cash |
Sales Invoice |
9.52 |
2023-06-20 |
Change |
All |
| Branch filtering for JournalTransaction endpoint to be applied on transaction instead of batch |
At this moment, the Branch filter on the JournalTransaction endpoint is applied on batch level. It will be switched to be applied on transaction level instead of batch.
This change will be enforced starting the 20th of June 2023.
The ones willing to switch to this new approach earlier can contact the partners, support, or development team. |
API |
API |
9.52 |
2023-06-20 |
Change |
All |
| Subaccount from Employee in Sales orders window |
Earlier, for order types were the sales subaccount is composed from the employee's subaccount, the subaccount would not be combined correctly in the Sales orders (SO301000) window. This has now been fixed. |
Order To Cash |
Sales Order |
9.52 |
2023-06-20 |
Change |
All |
| TaxExemptionReason missing in SAF-T file |
The TaxExemptionReason was missing in the SAF-T file when the tax was partly deductible and the TaxBase included the non-taxable amount.
This has now been fixed and corrected in the SAF-T file. |
Accounting |
Reporting to Government |
9.52 |
2023-06-20 |
Change |
All |
| Improved performance in the Release customer documents window |
Earlier, loading and releasing documents in the Release customer documents (AR501000) window took a long time. The performance has now been improved, and loading documents takes 99 % less time, and releasing documents takes 27 % less time than before. |
Order To Cash |
Customer Ledger |
9.52 |
2023-06-20 |
Change |
All |
| Fix for 500 errors in Sales order endpoints |
Sales order API endpoints no longer return 500 errors. |
API |
New Sales Order |
9.53 |
2023-06-27 |
Bug |
All |
| Deselect deviations |
When deselecting one or more deviations in view only deviations tab, the documents remains in the list. Navigating to prepare payments tab, the rest of the documents are selected.
Previously all the documents were deselected in prepare payments tab. In view deviations only the deselected document was removed from the list |
Purchase to Pay |
Outgoing Payment |
9.53 |
2023-06-27 |
Bug |
All |
| Overview of how many documents are selected out of the total number of documents |
Now in the Process payments screen (AP50301S) you can see how many documents are selected out of the total number of documents ready to pay for a specific supplier. |
Purchase to Pay |
Outgoing Payment |
9.53 |
2023-06-27 |
Change |
All |
| Process invoices and credit notes automatically when the amount to pay is 0 in Process payments (AP50301S) |
In the Process payments window (AP50301S), you are now able to release payments when credit note + invoice amount = 0. In order for the payment request to be created when credit note + invoice amount = 0, you need to consider:
1. Enable feature "Process automatically invoices and credit notes where amount to pay is 0" in the Supplier ledger preferences (AP101000) window.
2. The document grouping needs to include only one credit, one or several invoices and all documents are using the same cash account, same currency and the same payment method.
This new functionality has been deployed under a feature toggle and it is now enabled for all customers. |
Purchase to Pay |
Outgoing Payment |
9.53 |
2023-06-27 |
Bug |
All |
| Improved performance in the Sales orders window and list window |
Earlier, opening the Sales orders window and list window (SO301000 and SO3010PL) took a long time when there were many lines. The performance has now been improved, and opening the windows takes 20-50 % less time than before. |
Order To Cash |
Sales Order |
9.53 |
2023-06-27 |
Bug |
All |
| Improved performance in the Purchase orders window |
Earlier, in the Purchase orders (PO301000) window, it took a long time to open an order, add lines and release an order. The performance has now been improved, and these actions take 45 % less time than before. |
Order To Cash |
Purchase Order |
9.53 |
2023-06-27 |
Bug |
All |
| POST SupplierInvoice not allowing inserts when restriction groups are set active, if restrictions were limiting the default subaccount for new row entries |
When the settings from General ledger account access (GL104000) were set to limit the access towards subaccount segments, the insert via POST operation could not process the request, when validation identified the default inputs into the row momentarily placed against user limited combination. This has now been fixed and the allowed subaccount combinations can be inserted with POST operation without default line entries for the subaccounts affecting the insert coming via API.
The fix has been added under a feature toggle and will be initially activated only for specific companies. |
API |
API |
9.53 |
2023-06-27 |
Bug |
All |
| VAT category update for existing sales invoice lines when changing customer or customer location
|
Earlier, when you changed the customer or customer location on a sales invoice with existing lines, the VAT category would not be updated if the customer or location had a different VAT zone or Export type. For this scenario, the following new functionality has been implemented:
- For Norway, Sweden and Denmark, the VAT category will be updated automatically.
- For the Netherlands and Finland, you can choose to update the VAT category automatically by selecting the check box "Recalculate VAT when customer or supplier is changed on document" in the VAT information tab in the Organisations (CS101500) window. |
Order To Cash |
Customer Ledger |
9.53 |
2023-06-27 |
Change |
All |
| Correct account when adding item in customer invoice
|
Earlier, in some scenarios, when you added an item in the Customer invoice (SO303000) window, the account on the line was incorrect. This has now been fixed, and the account is correctly collected according to the customer location's export type. |
Order To Cash |
Sales Invoice |
9.53 |
2023-06-27 |
Bug |
All |
| Performance improvement on VAT report details window (TX502010) |
The performance of the VAT report details (TX502010) window has been improved. Measurements on the test environment shows that in cases where loading the data on the screen gave a time out error, it now takes 10 seconds to open and 2 seconds to move between pages. The test data used had 100.000 documents.
The column for batch number has been removed since this was the cause of the poor performance, but you can use the button View batch for the marked row to see the number. The performance of this window will be improved even more.
Lookup on Ref. number has also been fixed, and it now works correctly also for VAT adjustments. |
Accounting |
Reporting to Government |
9.53 |
2023-06-27 |
Bug |
All |
| Correct VAT handling when changing customer location on sales order or customer invoice |
Earlier, when you changed the customer location on a customer invoice or sales order to a location with a different VAT handling, the VAT category on existing invoice or order lines was not changed. This has now been fixed. |
Order To Cash |
Sales Order |
9.53 |
2023-06-27 |
Bug |
All |
| Correct VAT handling when changing customer on sales order or customer invoice |
Earlier, when you changed the customer on a customer invoice or sales order to a customer with a different VAT handling, the VAT category on existing invoice or order lines was not changed. This has now been fixed. |
Order To Cash |
Sales Order |
9.53 |
2023-06-27 |
Bug |
All |
| New window Download attachments (SM508090) |
In this version is released a new window called Download attachments (SM508090). This window should only be used when offboarding customers. Users with the financial administrator role can select the window from Integration workspace and download attachments on customer, supplier, journal, and cash transactions to one or more archives. |
Accounting |
Project |
9.53 |
2023-06-27 |
Change |
All |
| createdById and "lastModifiedById" set with API_Client_ID |
Earlier, for sales orders created via POST Sales Order Service API, the "createdById" and "lastModifiedById" values were set to "0000-000". This has now been fixed, and the "createdById" and "lastModifiedById" are set with API_Client_ID. |
API |
New Sales Order |
9.54 |
2023-07-04 |
Bug |
All |
| Support for other order types than SO |
When you create an order, you can now select all order types, except Transfer order types. |
Order To Cash |
New Sales Order |
9.54 |
2023-07-04 |
Change |
All |
| ProjectID in POST and PATCH |
Setting the ProjectID field for an order is now supported in POST and PATCH. |
API |
New Sales Order |
9.54 |
2023-07-04 |
Change |
All |
| Inventory ID no longer case-sensitive |
Earlier, using POST with an inventory ID could incorrectly result in a 400 Bad request error, because the inventory ID field was case-sensitive. This has now been fixed, so that the inventory ID field does not differentiate between capital and lower-case letters. |
API |
New Sales Order |
9.54 |
2023-07-04 |
Bug |
All |
| Added support for the 'Recalculate VAT when the actor changes on the document' setting |
The setting 'Recalculate VAT when the actor changes on the document' is now supported.
- When the setting is activated, the tax category on the order lines is updated when the customer and/or customer location is changed.
- When the setting is deactivated, the tax category on the order lines is not updated when the customer and/or customer location is changed. |
API |
New Sales Order |
9.54 |
2023-07-04 |
Change |
All |
| Amount to pay for supplier |
Amount to pay on supplier and the number of the documents are now displayed correctly, according to the selected documents.
Previously, the amounts were not showing after deselecting and selecting documents. |
Purchase to Pay |
Outgoing Payment |
9.54 |
2023-07-04 |
Bug |
All |
| Improvement of control account handling in Recurring entries |
In version 9.54, handling of entries containing module control accounts has been improved.
When you change the status of a control account from allow manual entries to not allow manual entries after the schedule transaction is created, you will receive an error message when you run the recurring transactions in GL504000: 'one or more items have not been processed'. This indicates that no journal entry was created due to the changed account usage restriction for the control account. |
Accounting |
Registration |
9.54 |
2023-07-04 |
Change |
All |
| Global search no longer searches in columns not visible in the grid in inquiry windows |
When using global search from top right corner on any generic inquiry screen (list screens), the system will no longer search in columns that are not visible in the grid. This is done to improve the loading performance of the screens and to show only relevant documents as result in the grid. |
Order To Cash |
Sales Invoice |
9.54 |
2023-07-04 |
Change |
All |
| Improved performance in the Create purchase orders (PO505000) window |
Earlier, processing lines in the Create purchase orders (PO505000) window took a long time. This has now been improved, and the processing of lines takes 50 % less time than before. |
Order To Cash |
Purchase Order |
9.54 |
2023-07-04 |
Change |
All |
| Supplier displayed in purchase receipt when opened from Purchase orders window |
Earlier, when you opened a purchase receipt link from the Purchase orders (PO301000) window, the Supplier field was empty. This has now been fixed. |
Order To Cash |
Purchase Order |
9.54 |
2023-07-04 |
Bug |
All |
| Improvement in performance of Release supplier documents window |
There is an improvement in the performance of the Release supplier documents (AP501000) window. Now documents load instantly and the release time has been improved by about 60%. |
Purchase To Pay |
Supplier Ledger |
9.54 |
2023-07-04 |
Change |
All |
| Data gathering enabled again for the Purchase receipt simulated accrual summary window |
Earlier, data gathering from purchase receipt events in the new report window Purchase receipt simulated accrual summary (PO63050S) was disabled during the release of version 9.51, because of an issue where it was not possible to release transfer receipts in the Purchase receipts (PO302000) window.
This has now been fixed, and data gathering is enabled again for the Purchase receipt simulated accrual summary window. |
Purchase to Pay |
Purchase order |
9.54 |
2023-07-04 |
Bug |
All |
| Unable to update cross reference via API for some types of the stock item |
Updating the cross reference via API was not possible for item types:
-Component
-Sub assembly
This is now corrected. |
Order To Cash |
Inventory |
9.54 |
2023-07-04 |
Bug |
All |
| Overdue charge email attachment correctly generated |
Earlier, when you emailed an Overdue charge from the Send invoices (AR508000) window, the attachment would not have the overdue charge lines. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.54 |
2023-07-04 |
Bug |
All |
| Prepayments now included in Customer and supplier reconciliation |
Prepayments for customer and suppliers are now included in the Customer and supplier reconciliation (GL408000).
The prepayment is not a part of the ending balance column but is stored in the Prepayment column and that is now included in the calculation. |
Accounting |
GL Reconciliation |
9.54 |
2023-07-04 |
Bug |
All |
| Generic inquiry for a dashboard with parameters defined missing from the selection list |
Parameters that are set for a dashboard are now displayed in the Generic inquiry window, under the Navigation parameters. |
General |
Dashboard |
9.54 |
2023-07-04 |
Bug |
All |
| Improved performance |
Improved performance in PO3010PL. No measurements available. |
Order To Cash |
Purchase Order |
9.55 |
2023-07-18 |
Bug |
All |
| Performance in report Supplier history summary (AP652100) is improved by replacing it with an inquiry screen : Supplier history summary AP406000. |
In version 9.55 Supplier history summary report AP652100 was replaced by Supplier history summary inquiry AP406000, which is 90% faster. |
Purchase To Pay |
Supplier Ledger |
9.55 |
2023-07-18 |
Bug |
All |
| Performance improvement |
In SO301000 Sales order screen up to 76% better performance. |
API |
API |
9.55 |
2023-07-18 |
Bug |
All |
| Calculate commissions window opens correctly |
For a reversed and closed sales invoice, with a commission and an applied payment, the Calculate commissions (AR505500) window no longer fails to open. |
Order To Cash |
Customer Ledger |
9.55 |
2023-07-18 |
Bug |
All |
| Changes has been made in Account details screen (GL404000) to improve performance. |
The changes made are how data is retrieved from the database and also on the processing of the results in the screen. Calculation of begin and ending balance for each row was one reason, and now you have to select to calculate these with select the checkbox 'Show beginning and ending balance as well' |
Accounting |
Registration |
9.55 |
2023-07-18 |
Bug |
All |
| Improved performance in the Sales invoices window |
For invoices with multiple pages of lines, loading the Sales invoices (AR301000) window and going to the next page is 20 % faster than before. |
Order To Cash |
Customer Ledger |
9.55 |
2023-07-18 |
Bug |
All |
| When dropshipping, notes follow from SO to PO. |
In purchase order settings there are two options:
1. Copy Line Descriptions from Sales Orders
2. Copy Line Notes from Sales Orders
Option 1 is used to keep the original language in the Line description when creating the drop ship purchase order. If option 1 is not checked, then the line will be translated when the suppliers documentation language is different compared to the customer language.
Option 2 is used to let the line note follow the order to the drop ship purchase order.
Previously, option 2 was only available when option 1 was in use. Now, they work independently. |
Order To Cash |
Sales Order |
9.55 |
2023-07-18 |
Bug |
All |
| Performance is improved on Purchase invoices screen AP301000 for loading and saving actions. |
In 9.55 we did improvements in loading and saving actions on Purchase invoices screen AP301000. It can be noticed mainly for documents with multiple lines. |
Purchase To Pay |
Supplier Ledger |
9.55 |
2023-07-18 |
Change |
All |
| "Reverse" action for SupplierInvoice exposed for API |
A new endpoint (supplierInvoice/{doctype}/{invoiceNumber}action/reverse has been created in order to enable reversing documents via API as well. |
Purchase To Pay |
Supplier Ledger |
9.55 |
2023-07-18 |
Change |
All |
| Navigation in Notifications window improved significantly |
Navigation in the Notifications (SM205050) window with different statuses has been improved significantly. The results are displayed immediately. |
General |
Notifications |
9.55 |
2023-07-18 |
Change |
All |
| Control account module filtering the account correctly |
Selecting the Control account module in Customer and Supplier reconciliation (GL408000) is now filtering Income and Expense accounts according to the module set on the account. |
Accounting |
GL Reconciliation |
9.55 |
2023-07-18 |
Bug |
All |
| Inactive accounts are not shown in the lookup |
The error introduced when the Module control account was released where all accounts was visible in lookup also the inactive ones. This has now been fixed and you will not see inactive accounts in the lookup. |
Accounting |
Registration |
9.55 |
2023-07-18 |
Bug |
All |
| Reversed VAT codes are showing correct sign when created in Bank transactions (CA304000) |
The Reversed VAT line is now showing the correct sign when it is used in Bank transactions (CA304000) in VAT account control detail (TX40400S) , VAT account control summary (TX40300) and General ledger transactions with VAT (TX40500S) windows. |
Accounting |
Reporting to Government |
9.55 |
2023-07-18 |
Bug |
All |
| Rounding of supplier write-off requires a control account |
When you make a supplier write-off from Purchase invoice (AP301000), you get an error that the defined account for the rounding is not defined as an control account.
To be able to release the created debit adjustment, you have to set this account to a control account for Supplier ledger and Customer ledger and check the Allow manually entry option. |
Accounting |
Registration |
9.55 |
2023-07-18 |
Bug |
All |
| Performance for release of invoices in foreign currency was improved. |
Time taken to release invoices in foreign currency is reduced in 9.55. |
Purchase To Pay |
Supplier Ledger |
9.55 |
2023-07-18 |
Change |
All |
| Release supplier documents giving an error for companies with a lot of data |
Previously, the Release supplier documents (AP501000) window was giving an error for companies with a lot of data. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.55 |
2023-07-18 |
Bug |
All |
| Project and Project task fields not editable for prebooked purchase invoices via API |
Previously, you we not able to edit project and project task fields for the prebooked purchase invoices via API - PUT method.
This has now been fixed. |
API |
API |
9.55 |
2023-07-18 |
Bug |
All |
| New setting suggesting automatic application of credit notes and prepayments for purchase invoices |
Previously, the system automatically suggested applying credit notes and prepayments when creating purchase invoices.
Now you have a new setting suggesting the automatic application of credit notes and prepayments for purchase invoices. The setting is called "Suggest applications for purchase invoices before release" and can be enabled in Supplier Ledger preferences (AP101000). |
Purchase To Pay |
Supplier Ledger |
9.55 |
2023-07-18 |
Change |
All |
| Impossible to release a credit note when the Release document from Approval setting is not active |
Previously, you were not able to release a credit note opened from the Purchase invoices window, primary list, when the Release document from Approval setting was not active in the Supplier Ledger preferences window (AP101000). |
Purchase To Pay |
Supplier Ledger |
9.55 |
2023-07-18 |
Bug |
All |
| Processing invoice when using restrictions on account level |
When using restrictions on account level, an error was received on the supplier location field when trying to process an invoice from the Purchase invoices (AP301000) window.
This error has been fixed. |
Purchase To Pay |
Supplier Ledger |
9.55 |
2023-07-18 |
Bug |
All |
| New endpoint for adding lines to an open shipment: .../api/v1/shipment/\{shipmentNumber}/action/addLine |
New endpoint for adding lines to an existing shipment: .../api/v1/shipment/{shipmentNumber}/action/addLine. With this, it is now possible to add new lines to open shipments. These lines are automatically added to the original sales order as well. |
API |
API |
9.55 |
2023-07-18 |
Change |
All |
| Active cash accounts on top of the list in the sidebar and the inactive in the bottom |
You are now able to see the active cash accounts on top of the list in the sidebar and the inactive in the bottom |
Purchase to Pay |
Outgoing Payment |
9.56 |
2023-07-25 |
Change |
All |
| Improved performance in the Sales invoices window |
For invoices with multiple pages of lines, loading the Sales invoices (AR301000) window and going to the next page is 20 % faster than before. |
Order To Cash |
Customer Ledger |
9.56 |
2023-07-25 |
Change |
All |
| Scheduler for running depreciation |
The scheduler for running depreciation monthly automatically did not work as expected. This have now been fixed. |
Accounting |
Fixed Assets |
9.56 |
2023-07-25 |
Bug |
All |
| Matching invoices and payments when invoice numbers includes letters. |
A small correction have been done in the matching functionality so alphanumeric invoice numbers are handled the same way as numeric invoice numbers. |
Accounting |
Cash Management |
9.56 |
2023-07-25 |
Change |
All |
| Performance improvement on API for Purchase order endpoint. |
The performance of the PurchaseOrder endpoint has been improved up to 17%. |
API |
API |
9.56 |
2023-07-25 |
Change |
All |
| Performance improvement on API for Purchase receipt endpoint. |
The performance of the PurchaseReceipt endpoint has been improved up to 15%. |
API |
API |
9.56 |
2023-07-25 |
Change |
All |
| Validate supplier balances reopened prebooked documents already matched and closed |
In previous versions, there was a bug when Validate supplier balances was run, then prebooked debit adjustments matched and closed with prebooked invoices were reopened. Now a fix is implemented with a feature toggle which is activated only for a company for now. It will be monitored how the implementation works and the decided if it will be activated for other companies as well. |
Purchase To Pay |
Supplier Ledger |
9.56 |
2023-07-25 |
Bug |
All |
| Import of incoming payment files from Autopay. |
Add extra checks to make sure the same file can not be imported more then once from Autopay when using the split function for large incoming payment files. |
Accounting |
Payment |
9.56 |
2023-07-25 |
Bug |
All |
| Endpoint update to get the workflow graph image from Approval Center |
The Approval Center team changed the endpoint for getting the workflow graph image. The update has now been performed on the ERP side as well. |
Purchase To Pay |
Approval |
9.56 |
2023-07-25 |
Change |
All |
| Error in Account details (GL404000) when having empty company |
When you deleted a company to view transactions from all companies/branches, you got the error: 'Values can not be null. Parameter name source.' This has been fixed and you are able to view transactions for all branches. |
Accounting |
Registration |
9.56 |
2023-07-25 |
Bug |
All |
| Translation for "Suggest applications for purchase invoices before release" in Supplier ledger preferences window changed in Norwegian |
Translation in NO for "Suggest applications for purchase invoices before release" in the Supplier ledger preferences (AP101000) window is now changed to "Foreslå kreditnotaer og forhåndsbetalinger før oppdatering". |
Purchase To Pay |
Supplier Ledger |
9.56 |
2023-07-25 |
Bug |
NO |
| Global search no longer searches in columns not visible in the grid in inquiry windows |
When using global search from top right corner on any generic inquiry screen (list screens), the system will no longer search in columns that are not visible in the grid. This is done to improve the loading performance of the screens and to show only relevant documents as result in the grid. |
Order To Cash |
Sales Invoice |
9.57 |
2023-08-01 |
Change |
All |
| When using no filter for some endpoints, the response includes the entire collection of data instead of the first page with page size=max page size |
Errors have been found at some endpoints. When no filter is used, the entire collection of data is in the response instead of returning first page with page size=max page size. This has caused performance issues and the problem has been fixed. |
API |
API |
9.57 |
2023-08-01 |
Bug |
All |
| New check box 'Show closed documents' in Sales invoices list window |
A check box 'Show closed documents' has been added to the Sales invoices (AR3010PL) list window. You can select this check box to include documents with the Closed status in the table, and you can clear the check box to hide these documents from the table. By default, the check box is cleared.
The time it takes to load the window has shortened significantly by not showing the closed documents, depending on the amount of records in the system.
This check box is only available if the window has not been customised. If you have customised this window, you can add the check box manually in the generic inquiry as a new parameter and condition. |
Order To Cash |
Customer Ledger |
9.57 |
2023-08-01 |
Change |
All |
| ProjectTaskID in POST and PATCH |
Setting the ProjectTaskID field for an order line is now supported in GET, POST and PATCH. |
API |
New Sales Order |
9.58 |
2023-08-08 |
Change |
All |
| Selectable order types in UI |
Order types used for returns, e.g., RR, CM, and RC, are no longer available for the user. Only order types used for sales are available. |
Order To Cash |
New Sales Order |
9.58 |
2023-08-08 |
Change |
All |
| Item set when unique item ID is entered |
Earlier, when you entered a full unique item ID in the Find items field and only one item was found, you still had to select the item.
This has now been improved so that, when you enter a full unique item ID, you do not need to select the item anymore. You can press Enter and the item will be set on the line directly and you move to the next editable field. |
Order To Cash |
New Sales Order |
9.58 |
2023-08-08 |
Change |
All |
| Change shipping address and contact after saving an order |
You can now:
- Change the shipping address and contact after an order has been saved.
- Reset the shipping address and/or contact to the default value of the customer. |
Order To Cash |
New Sales Order |
9.58 |
2023-08-08 |
Change |
All |
| Wrong balances in Account details |
The error that caused wrong beginning end ending balances in the Account details (GL404000) window has now been fixed. |
Accounting |
GL Reconciliation |
9.58 |
2023-08-08 |
Bug |
All |
| New error message when trying to release a recurring transaction in Recurring transactions or Generate recurring transactions on a Module control account |
The error message when trying to release a recurring transaction in the windows Recurring transactions (GL203500) or Generate recurring transactions (GL504000) on a Module control account.
The new message is as follow:
Error: An error occurred during processing of the field Account value (AccountID) GL Error: The usage of account (Account) in GL transactions is restricted. To allow GL postings on this account please go to GL202500-Chart of accounts and tick the checkbox in the 'Allow manual entry' column for this account.
The previous message said that it was not a Module control account and you had to set it or change to use a Module control account, which was a wrong message. |
Accounting |
Registration |
9.58 |
2023-08-08 |
Change |
All |
| New check box 'Show completed documents' in Sales orders list window |
A check box 'Show completed documents' has been added to the Sales orders (SO3010PL) list window. You can select this check box to include documents with the Completed status in the table, and you can clear the check box to hide these documents from the table. By default, the check box is cleared.
The time it takes to load the window has shortened significantly by not showing the completed documents, depending on the amount of records in the system.
This check box is only available if the window has not been customised. If you have customised this window, you can add the check box manually in the generic inquiry as a new parameter and condition. |
Order To Cash |
Sales Order |
9.58 |
2023-08-08 |
Change |
All |
| Support for order types CS, IN, and QT. |
When you create an order, you can now select the order types SO, CS, IN, and QT, and custom order types based on these. |
Order To Cash |
New Sales Order |
9.59 |
2023-08-16 |
Change |
All |
| Support for Commissions |
The fields and functionalities related to commissions have now been implemented in the UI.
The following has been added:
- Salesperson in overview panel
- Salesperson in order line
- Commissionable in order line
- Commissions tab with the fields: Salesperson ID, Salesperson name, Commission %, Commissionable amount, Commission amount
- Owner
In addition, a new functionality has been implemented, which enables you to update the salesperson on all order lines when you change the salesperson in the overview panel. |
Order To Cash |
New Sales Order |
9.59 |
2023-08-16 |
Change |
All |
| Support for Mark for purchase order |
The Mark for purchase order functionality is now supported in the API. The fields 'purchaseOrderSource', 'supplierId' and 'supplierPrice' have been added in GET, POST and PATCH. |
API |
New Sales Order |
9.59 |
2023-08-16 |
Change |
All |
| Update salesperson on all order lines |
You can now update the salesperson on all existing order lines at once, when you change the salesperson in the overview panel. |
Order To Cash |
New Sales Order |
9.59 |
2023-08-16 |
Change |
All |
| New endpoint GET api/v2/salesorder introduced |
A new endpoint GET api/v2/salesorder has been introduced. This endpoint has a higher performance than the v1 endpoint. |
API |
API |
9.59 |
2023-08-16 |
Change |
All |
| New endpoint /api/v1/shipment/[shipmentNbr]/action/deleteLine/[shipmentLineNbr] introduced |
You can delete a line that was added to a shipment by mistake, by using the new endpoint api/v1/shipment/[shipmentNbr]/action/deleteLine/[shipmentLineNbr]. |
API |
API |
9.59 |
2023-08-16 |
Change |
All |
| New endpoint GET api/v2/PurchaseReceipt introduced |
New endpoint GET api/v2/PurchaseReceipt with higher performance than v1-endpoint is introduced |
API |
API |
9.59 |
2023-08-16 |
Change |
All |
| Access rights to subreports of GL65603S added to more roles |
Access rights to the subreports of GL65603S have bee added for the following roles: Financials user, Financials administrator and Administrator roles. |
Accounting |
Registration |
9.59 |
2023-08-16 |
Bug |
All |
| Add lines not in a sales order to a shipment |
In the Shipments (SO302000) window, for open shipments, you can now add lines that are not in a sales order.
The new lines will automatically be added to the sales order from the first shipment line. |
Order to Cash |
Sales Order |
9.59 |
2023-08-16 |
Change |
All |
| Invoice-English report now uses payment settings details from payment method if bank account type is set |
In the Invoice-English (AR64101S) report, the following change has been implemented:
The report will use the payment settings details from the:
- Payment methods (CA204000) window, when the bank account type is set for the payment method,
- Organisations (CS101500) or Branches (CS1020PL) window, when the bank account type is not set for the payment method.
This is in order to avoid discrepancies between invoice reports and the PEPPOL BIS XML file. |
Order To Cash |
Customer Ledger |
9.59 |
2023-08-16 |
Change |
All |
| Invoice-Norwegian report now uses payment settings details from payment method if bank account type is set |
In the Invoice-Norwegian (AR64104S) report, the following change has been implemented:
The report will use the payment settings details from the:
- Payment methods (CA204000) window, when the bank account type is set for the payment method,
- Organisations (CS101500) or Branches (CS1020PL) window, when the bank account type is not set for the payment method.
This is in order to avoid discrepancies between invoice reports and the PEPPOL BIS XML file. |
Order To Cash |
Customer Ledger |
9.59 |
2023-08-16 |
Change |
NO |
| POST SupplierInvoice “No access to branch” error when service API was used |
Earlier, when using Visma Service API token with POST SupplierInvoice, the error “No access to branch” was returned. This has now been fixed. |
API |
API |
9.59 |
2023-08-16 |
Bug |
All |
| Retainage invoice for invoices released via API not created and released automatically |
In the previous version, there was a bug where the retainage invoice for invoices released via API was not automatically created and released. Now the issue has been fixed. |
Purchase To Pay |
Supplier Ledger |
9.59 |
2023-08-16 |
Bug |
All |
| Issues in releasing retainage invoices from Release supplier documents |
In previous versions, when releasing documents from the Release supplier documents (AP501000) window, retainage invoices were not released (if Create and release retainage invoices individually is ON in the Supplier ledger preferences).
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.59 |
2023-08-16 |
Bug |
All |
| New endpoint for adding lines to an open shipment: .../api/v1/shipment/\{shipmentNumber}/action/addLine |
New endpoint for adding lines to an existing shipment: .../api/v1/shipment/{shipmentNumber}/action/addLine. With this, it is now possible to add new lines to open shipments. These lines are automatically added to the original sales order as well. |
API |
API |
9.59 |
2023-08-16 |
Change |
All |
| Default value for Freight amount |
Freight amount is now set to the same value as the Freight cost if the Shipping term has not been defined |
Order To Cash |
New Sales Order |
9.60 |
2023-08-23 |
Bug |
All |
| Commissions tab update after Salesperson change |
After you change the salesperson in the overview panel, and you select to update all order lines, the Commissions tab no longer fails to update accordingly. |
Order To Cash |
New Sales Order |
9.60 |
2023-08-23 |
Bug |
All |
| Commissions tab hidden when functionality is disabled |
The Commissions tab no longer appears when the Commissions functionality is disabled in the Enable/disable functionalities (CS100000) window. |
Order To Cash |
New Sales Order |
9.60 |
2023-08-23 |
Bug |
All |
| Added support for the 'Recalculate VAT when the actor changes on the document' setting |
The setting 'Recalculate VAT when the actor changes on the document' is now supported.
- When the setting is activated, the tax category on the order lines is updated when the customer and/or customer location is changed.
- When the setting is deactivated, the tax category on the order lines is not updated when the customer and/or customer location is changed. |
Order To Cash |
New Sales Order |
9.60 |
2023-08-23 |
Change |
All |
| GET/salesorders/{type}/{orderId} totals extended with new totals fields |
The fields unbilledAmount, unbilledAmountInBaseCurrency, UnshippedAmount and unshippedAmountInBaseCurrency are now available in GET/salesorders/{type}/{orderId} |
API |
New Sales Order |
9.60 |
2023-08-23 |
Change |
All |
| Default value for Freight amount |
Freight amount is now set to the same value as the Freight cost if the Shipping term has not been defined |
API |
New Sales Order |
9.60 |
2023-08-23 |
Bug |
All |
| VAT calculations when adding lines to existing order |
Earlier, when adding lines to an order, the VAT amount for existing lines was set to 0. This has now been fixed. |
API |
New Sales Order |
9.60 |
2023-08-23 |
Bug |
All |
| Salesperson ID filled in automatically again in Sales orders window |
After the version 9.59 release, for salesperson IDs connected to a username, the Salesperson ID field was not filled in automatically in the Sales orders (SO301000) window. This has now been fixed. |
Order To Cash |
Sales Order |
9.60 |
2023-08-23 |
Bug |
All |
| “Show files” button not working in Purchase invoices (AP301000) window |
The “Show files” button was not opening the file preview when pressed in Purchase invoices (AP301000) window. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.60 |
2023-08-23 |
Bug |
All |
| Incorrect total count in Employee endpoint/GET /api/v1/employee request |
In the Employee endpoint/GET /api/v1/employee request, the total count was incorrect. This caused the Visma 360 app to stop retrieving pages. The problem has now been fixed. |
Accounting |
Time & Expense |
9.60 |
2023-08-23 |
Bug |
All |
| Fixed GET Customer endpoint when filtering on attributes |
After the 9.57 release, the GET Customer endpoint was not working properly when filtering on attributes. This has now been fixed. |
API |
API |
9.60 |
2023-08-23 |
Bug |
All |
| Auto-match error in Process bank transactions window |
In Process bank transactions (CA306000), a bug in the auto-match function caused an error message when you had one purchase invoice paid over multiple transaction lines. This has now been fixed. |
Accounting |
Cash Management |
9.60 |
2023-08-23 |
Bug |
All |
| Purchase receipt line can now be added more than once inside the same purchase invoice document |
Earlier, each purchase receipt line was allowed to be added once inside the same purchase invoice document in the Purchase invoices (AP301000) window. From now on, the purchase receipt lines are allowed to be added into multiple lines inside the same purchase invoice document. This behaviour is possible with the "Add purchase order receipt line" and "Link line" options. |
Purchase To Pay |
Supplier Ledger |
9.60 |
2023-08-23 |
Change |
All |
| Create, save and release supplier payments/refunds without any document applied |
In this version, there is a new implementation in regards to supplier payments/supplier refunds. Now you can create, save and release supplier payments/supplier refunds without any document applied. Documents can be applied at a later stage. |
Purchase To Pay |
Supplier Ledger |
9.60 |
2023-08-23 |
Change |
All |
| Purchase invoices not released in some circumstances |
In certain circumstances, some purchase invoices couldn't be released and the error "Another process has added "POReceiptBalance". Your changes will be lost" was displayed. Now the issue has been fixed. |
Purchase To Pay |
Supplier Ledger |
9.60 |
2023-08-23 |
Bug |
All |
| {color:#0052cc}'{color}Invoice, Swedish left address' report now uses payment settings details from payment method if bank account type is set |
In the Invoice, Swedish left address (AR64108S) report, the following change has been implemented:
The report will use the payment settings details from the:
- Payment methods (CA204000) window, when the bank account type is set for the payment method,
- Organisations (CS101500) or Branches (CS1020PL) window, when the bank account type is not set for the payment method.
This is in order to avoid discrepancies between invoice reports and the PEPPOL BIS XML file. |
Order To Cash |
Customer Ledger |
9.60 |
2023-08-23 |
Change |
All |
| Invoice-Swedish report now uses payment settings details from payment method if bank account type is set |
In the Invoice-Swedish (AR64118S) report, the following change has been implemented:
The report will use the payment settings details from the:
- Payment methods (CA204000) window, when the bank account type is set for the payment method,
- Organisations (CS101500) or Branches (CS1020PL) window, when the bank account type is not set for the payment method.
This is in order to avoid discrepancies between invoice reports and the PEPPOL BIS XML file. |
Order To Cash |
Customer Ledger |
9.60 |
2023-08-23 |
Change |
All |
| Support for changing UOM on order line |
You can now edit the UOM on the order line. Previously, you could only view the value. |
Order To Cash |
New Sales Order |
9.61 |
2023-09-05 |
Change |
All |
| Default value for Freight amount |
Freight amount is now set to the same value as Freight cost if there are no shipping term settings found. |
API |
New Sales Order |
9.61 |
2023-09-05 |
Bug |
All |
| Table settings not saved in user configuration |
Previously, table settings were not saved in the user configuration. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.61 |
2023-09-05 |
Bug |
All |
| Payment status details functionality |
In the Payment status details, you can now move and resize the columns. |
Purchase to Pay |
Outgoing Payment |
9.61 |
2023-09-05 |
Change |
All |
| Customisable table header in Status tab - detail view |
On the Status tab in the detail view, you can now customise the table header using the column configurator in the right top corner, depending on each need. |
Purchase to Pay |
Outgoing Payment |
9.61 |
2023-09-05 |
Change |
All |
| Improved performance in the Process shipments window |
The performance in the Process shipments (SO503000) window has been improved and the different processes are up to 20 % faster. |
Order To Cash |
Sales Order |
9.61 |
2023-09-05 |
Change |
All |
| Discounts now work correctly when using import scenarios |
Earlier, when importing sales orders via import scenarios, applicable discounts were not filled in automatically. This has now been fixed. |
Order To Cash |
Sales Order |
9.61 |
2023-09-05 |
Bug |
All |
| Window Import updates from templates (CS10302S) failed to open |
In version 9.60, window Import updates from templates (CS10302S) failed to open. This issue is now resolved. |
General |
General |
9.61 |
2023-09-05 |
Bug |
All |
| Performance of SAF-T report improved |
The performance of the Customer and Supplier tabs on the SAF-T report as well downloading and sending of the report have been improved.
The timeout when selecting the Customer or Supplier tab has been fixed. |
Accounting |
Reporting to Government |
9.61 |
2023-09-05 |
Change |
All |
| When you were using stock item paste, the Automatic incremental value was not copied correctly |
For a short period of time, when using the paste function in the Stock items (IN202500) window, the Automatic incremental value was not copied correctly. This has now been corrected. |
Order To Cash |
Inventory |
9.61 |
2023-09-05 |
Bug |
All |
| Override the number series of cash transactions created via API |
You are now able to override the number series of cash transactions by specifying the field overrideNumberSeries=true when creating a cash transaction via API. This functionality must be enabled in the Number series (CS201010) window by selecting the "Allow manual numbering on imports" option. |
Accounting |
Cash Management |
9.61 |
2023-09-05 |
Bug |
All |
| Override the number series of customer payments created via API |
You are now able to override the number series of customer payments by specifying the field overrideNumberSeries=true when creating a customer payment via API. This functionality must be enabled in the Number series (CS201010) window by selecting the "Allow manual numbering on imports" option. |
Accounting |
Cash Management |
9.61 |
2023-09-05 |
Bug |
All |
| Additional information in Process bank transactions window |
In some cases, additional information were not shown at the transactions in the Process bank transactions window. This has now been fixed. |
Accounting |
Payment |
9.61 |
2023-09-05 |
Bug |
All |
| GET operation for "customerOverdueCharge" endpoint with parameter "expandApplications=true" returns all application details related to customer Overdue Charge |
When using the GET operation for "customerOverdueCharge" endpoint with parameter "expandApplications=true", the system didn't give any details in the response message. This has now been fixed and third party integrators will get all application records related to the customer overdue charges in the response message under the application section. If the parameter is not set or is set as False, the response message will not contain any application details. |
API |
API |
9.61 |
2023-09-05 |
Bug |
All |
| Download attachments (SM508090) window improved |
In this version, the Download attachments (SM508090) window has been improved.
The archive file name now includes the company name and work module.
Example:
File name: Archive-Visma-Supplier ledger-From-202301-To-From-202312-xxxxxxxx.zip
The included files in the archive now have a prefix which is the reference to the original document.
Example:
File name: Purchase invoice-200001-Invoice12821.pdf |
Accounting |
Project |
9.61 |
2023-09-05 |
Change |
All |
| Error message changed in Purchase invoices with a Module control account not allowing manually entry on invoice line |
The error message in the Purchase invoices (AP301000) window, when using a Module control account not allowing manually entry on a invoice line is changed to:
"The usage of account NNNN in General ledger transactions is restricted. To allow General ledger postings on this account, please go to window Chart of accounts (GL202500) and select the checkbox in the 'Allow manual entry' column for this account. |
Accounting |
GL Reconciliation |
9.61 |
2023-09-05 |
Bug |
All |
| SupplierInvoice endpoint - Purchase receipt line can now be added or linked more than once inside the same purchase invoice document |
Behaviour implemented in the Purchase invoices (AP301000) window with earlier version 9.60. With version 9.61, the implementation is included into the SupplierInvoice API endpoint. Purchase receipt line can now be added or linked into multiple invoice lines inside the same purchase invoice document with POST and PUT operations. |
API |
API |
9.61 |
2023-09-05 |
Change |
All |
| EC sales list changed to avoid search errors |
The EC sales list (AR4050PL) contained aliases that were in conflict with query commands. These are now changed and contain the default table names. This code caused the search function to give an error.
If the list has been changed by the customer, this change will not be done, and the aliases will still be BA, BR, OR and EC.
It is the OR that is causing the problem and it interpenetrated as the OR in the statement.
In addition, the list now contains Tax agency and Tax agency name. |
Accounting |
Reporting to Government |
9.61 |
2023-09-05 |
Bug |
All |
| Document status for invoices processed by prebooking resulting in an error at the Invoice Inbox and the Hold status was not applied |
When a document was processed by pre-booking from the Invoice inbox (AP50604S) and an error would occur, the Hold status was not applied. This has now been fixed. |
Purchase To Pay |
AutoInvoice Receiving |
9.61 |
2023-09-05 |
Bug |
All |
| Restored quantity after deleting purchase order (lines) created from Prepare replenishment |
Earlier, when you created a purchase order from the Prepare replenishment (IN508000) window, and then deleted lines in the purchase order or deleted the order, the quantity was not restored in the Prepare replenishment window. This was fixed by turning off a feature toggle for customers on 17.08.2023. The original problem is now solved in this version. |
Purchase to Pay |
Purchase Order |
9.61 |
2023-09-05 |
Bug |
All |
| Default customer contact added automatically in Sales orders window |
Earlier, when you created a new order in the Sales orders (SO301000) window for a customer with a default contact, the Contact field would not be filled in automatically. This has now been fixed. |
Order To Cash |
Sales Order |
9.61 |
2023-09-05 |
Bug |
All |
| Customer contact no longer missing in order confirmation |
The customer contact is no longer missing in the ready-to-print document created from the Order confirmation (SO64111S) window. |
Order To Cash |
Sales Order |
9.61 |
2023-09-05 |
Bug |
All |
| Added support for Back order status |
It is now possible to set an order's status to 'Back order' in PATCH |
API |
New Sales Order |
9.62 |
2023-09-12 |
Change |
All |
| External link saved |
The External link column is no longer cleared when you create an order and click Save. |
Order To Cash |
New Sales Order |
9.62 |
2023-09-12 |
Bug |
All |
| Intrastat transaction type set correctly |
The Intrastat transaction type is no longer set incorrectly on orders for branches with a different country ID than that of the company. |
Order To Cash |
New Sales Order |
9.62 |
2023-09-12 |
Bug |
All |
| Validating customer balance from a scheduled task |
Earlier, in the Validate customer balances (AR509900) window, when starting the validation from a scheduled task, you could experience that the routine never finished.
This has now been fixed. |
Order To Cash |
Customer Ledger |
9.62 |
2023-09-12 |
Change |
All |
| Support for 'Ship on' date on order line |
The 'Ship on' column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.63 |
2023-09-22 |
Change |
All |
| Support for Note on order line |
The Note column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.63 |
2023-09-22 |
Change |
All |
| Support for Use replacement cost for margin/profit |
The check box 'Use replacement cost for margin/profit' has been added in the order overview panel. |
Order To Cash |
New Sales Order |
9.63 |
2023-09-22 |
Change |
All |
| The recorded financial periods outside the recorded payment dates |
When one batch contained several payments with payment date in the same date but in different month, the period was not in sync with the date of the payment.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.63 |
2023-09-22 |
Bug |
All |
| Improved performance in the Projects (PM301000) window |
The overall performance of the Projects screen (PM301000) has been improved. Different actions and processes have been enhanced to run faster. |
Accounting |
Time & Expense |
9.63 |
2023-09-22 |
Change |
All |
| Clear 'Invoice separately' check box via import scenario |
Earlier, in the Sales orders (SO301000) window, it was not possible to clear the 'Invoice separately' check box via an import scenario. This has now been fixed. |
Order To Cash |
Sales Order |
9.63 |
2023-09-22 |
Bug |
All |
| Improved performance in the Process orders window |
The performance of the actions 'Create shipment' and 'Prepare invoice' in the Process orders (SO501000) window has been improved. No measurements available. |
Order To Cash |
Sales Order |
9.63 |
2023-09-22 |
Change |
All |
| Purpose included in the Process bank transactions window |
The Purpose field, included in the XML file 'Account Statement' from AutoPay, is now exposed in the Transaction description in the Process bank transactions (CA306000) window. |
Accounting |
Cash Management |
9.63 |
2023-09-22 |
Change |
All |
| Reconciliation Statement |
When creating a Reconciliation Statement the fields 'Reconciliation date' and 'Load Documents up to' where filled automatic with today's date. To avoid loading a lot of unnecessary data we have changed this so the field has to be selected before we load data in the window. |
Accounting |
Cash Management |
9.63 |
2023-09-22 |
Change |
All |
| No data shown in Account details paging error fixed |
The error in the paging handling in the Account details (GL404000) window, which could result in empty screens (no data shown) when the account was changed under paging forward on the screen has been fixed. |
Accounting |
GL Reconciliation |
9.63 |
2023-09-22 |
Bug |
All |
| No missing sales order lines for action "Add order" in Shipments window for orders with multiple shipments. It is now allowed to have multiple shipments open for same sales order |
Sales order lines are no longer missing in the 'Add sales order' dialog box in the Shipments (SO302000) window (applies to orders with multiple open shipments(. |
Order To Cash |
Sales Order |
9.63 |
2023-09-22 |
Bug |
All |
| Print shipment confirmation for transfer order |
Earlier, in the Shipments (SO302000) window, you could not print the shipment confirmation for transfer orders. This has now been fixed. |
Order To Cash |
Sales Order |
9.63 |
2023-09-22 |
Bug |
All |
| Create shipment for orders with Shipping status |
Earlier, in the Process orders (SO501000) window, you could not create a shipment for orders with the Shipping status. This has now been fixed. |
Order To Cash |
Sales Order |
9.63 |
2023-09-22 |
Bug |
All |
| 'Copy line descriptions from sales orders' works properly again |
Earlier, when the 'Copy line descriptions from sales orders' check box in the Purchase order preferences (PO101000) window was not selected, and you created a purchase order from a sales order with several lines with the same item ID but different line descriptions, the purchase order would have several lines with the same description, instead of one line.
This has now been fixed, so that in this scenario, the purchase order will have one line when the check box is not selected, and all lines with the different descriptions when the check box is selected. |
Order To Cash |
Purchase Order |
9.63 |
2023-09-22 |
Bug |
All |
| Incorrectly split orders in Create purchase orders window |
Earlier, in the Create purchase orders (PO505000) window, a purchase order was sometimes split into two orders even for the same supplier. This has now been fixed. |
Order To Cash |
Purchase Order |
9.63 |
2023-09-22 |
Bug |
All |
| Add item ID to landed cost in Purchase receipts window |
Earlier, in the Purchase receipts (PO302000) window, you could not add an item ID to the landed cost code before saving. This has now been fixed. |
Purchase to Pay |
Purchase order |
9.63 |
2023-09-22 |
Bug |
All |
| Incorrectly doubled open order qty in the Purchase orders list window |
Earlier, when you copied and pasted a purchase order, the Open order qty in the Purchase orders (PO3010PL) list window was doubled. This has now been fixed. |
Order To Cash |
Purchase Order |
9.63 |
2023-09-22 |
Bug |
All |
| Use replacement cost for margin/profit updates Unit cost |
Now when changing the Use replacement cost for margin/profit selection, the unit cost on the line will be set with the replacement cost. Earlier the unit cost on line was not updated, only the total cost of the order. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for Cash account field |
Cash account field have now been made available |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for Payment method field |
Payment method field have now been made available |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for customer contact |
The Contact field is now available in the overview panel. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for Undership and Overship threshold on order line |
The Undership and Overship threshold columns have now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Translation of values in Shipments and Discounts tabs |
Earlier, the column 'Type' in the Discounts tab, and the columns 'Shipment type', 'Invoice type' and 'Inventory transaction type' in the Shipments tab, had untranslated values. This has now been fixed. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Bug |
All |
| Support for 'Cost total' on order line |
The Extended cost column, now named 'Cost total', has been made available for the order lines. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for 'Requested on' date on order line |
The 'Requested on' column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for Line type |
The Line type column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for uploading Excel files |
You can now upload an Excel file. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for VAT category on order line |
The VAT category column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Support for Free item on order line |
Free items are supported in the Order lines tab as greyed out non-editable lines. |
Order To Cash |
New Sales Order |
9.64 |
2023-09-28 |
Change |
All |
| Error on subaccount when creating customer with invoicePOST CustomerInvoice V2 with restriction group setup |
When having access restriction on accounts and subaccounts, but you didn't use those accounts and subaccounts when sending an API POST operation for CustomerInvoice endpoint, the system showed an error that subaccounts do not exist. This has now been fixed and the sales invoices sent using API POST operation for CustomerInvoice endpoint are created in the system with the correct accounts and subaccounts. This will be first enabled for PILOT customers. |
API |
API |
9.64 |
2023-09-28 |
Bug |
All |
| Formatting errors in export to Excel in CSV format |
When exporting data to Excel in CSV format using a Nordic language in Visma.net ERP, you could experience that date, period, and special characters (ÆØÅ) were wrongly formatted.
Leading zeros were also removed.
These have now been fixed. |
Architecture |
Architecture |
9.64 |
2023-09-28 |
Bug |
All |
| Inserting purchase order with non-stock item which has 0 quantity into purchase invoice document |
Non-stock item line inside purchase order could not be added into purchase invoice document, if the quantity was empty. This scenario was blocked due to recent implementation to allow linking purchase receipt lines multiple times into purchase invoice document. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.64 |
2023-09-28 |
Bug |
All |
| SupplierInvoice Endpoint error - "Do you want the system to recalculate the amount(s) in the cost column" |
If the Supplier (AP303000), which was targeted, used the Gross or Net tax calculation modes, the call launched an error on recalculation on the line. This was caused by the recent implementation enabling to link purchase receipt lines multiple times into purchase invoice documents, which did not allow the line recalculation to be executed. This has now been fixed. |
API |
API |
9.64 |
2023-09-28 |
Bug |
All |
| Performance of Account summary improved |
The performance of the Account summary (GL401000) window has been improved. |
Accounting |
Registration |
9.64 |
2023-09-28 |
Change |
All |
| New search line in all list windows |
In all list windows, a search line has been implemented in the table to replace the search field in the upper right corner. There is a distinction between white and grey columns:
- In the white column, you can type your exact search term to display results containing this exact value.
- When you click on the grey column, you can filter as before in the column filter pop-up.
You can search and filter in as many columns as you need to, to only display the results you want to view. |
Order To Cash |
Sales Invoice |
9.64 |
2023-09-28 |
Change |
All |
| Update warehouse on all order lines |
When you change the Preferred warehouse ID in the Delivery settings tab, you can choose to change the warehouse for all existing order lines as well. |
Order To Cash |
New Sales Order |
9.65 |
2023-10-03 |
Change |
All |
| Support for Shipping rule on order line |
The Shipping rule column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.65 |
2023-10-03 |
Change |
All |
| Use replacement cost for margin/profit' updates Unit cost |
The 'Use replacement cost for margin/profit' functionality has been improved. Now, when you have selected this check box, the Unit cost on the line will display the replacement cost, and the Cost total value will be updated accordingly. In the classic version, only the total cost of the order is updated when the replacement cost is used. |
Order To Cash |
New Sales Order |
9.65 |
2023-10-03 |
Change |
All |
| Support for Cash account |
The Cash account field is now available in the Payment settings tab. |
Order To Cash |
New Sales Order |
9.65 |
2023-10-03 |
Change |
All |
| Support for Payment method |
The Payment method field is now available in the Payment settings tab. |
Order To Cash |
New Sales Order |
9.65 |
2023-10-03 |
Change |
All |
| Wrong report period changing company/branch in VAT control account summary |
In a multi-branch company, the VAT control account summary (TX40300S) and detail (TX40400S) windows' changes have been improved: when you change the company, the from and to period are not changed.
The financial periods are common for all companies/branches.
The error showing the report period from the previews lookup is fixed. Now it shows the report period for the selected company, which means it will be emptied when changing the company. |
Accounting |
Reporting to Government |
9.65 |
2023-10-03 |
Bug |
All |
| View transactions button on tabs in the Projects window not populating filters automatically |
After version 9.63, in the Projects (PM301000) window the View transactions button in the Cost budget, Revenue budget and Balances tabs did not automatically populate the Project, Account group, Project task and Item ID filters. This has now been fixed. |
Accounting |
Project |
9.65 |
2023-10-03 |
Bug |
All |
| Creating an archive including a corrected document in Download attachments window (SM508090) |
In previous versions, you received an error message when you generated an archive in the Download attachments window (SM508090) that included a corrected document. This has now been fixed. |
Accounting |
Project |
9.65 |
2023-10-03 |
Bug |
All |
| Releasing time in Release customer documents window improved by 10% |
The releasing time for an invoice with 100 lines in the Release customer documents (AR501000) window has been improved by approximately 10%.
Earlier, when you released 100 sales invoices with 100 lines, it took approximately 11 min for each invoice. Now, it takes 9 min and 43 sec per invoice. |
Order To Cash |
Customer Ledger |
9.65 |
2023-10-03 |
Change |
All |
| Releasing time in Sales invoices window improved by 10% |
The releasing time for an invoice with 100 lines in the Sales invoices (AR301000) window has been improved by approximately 10%.
Earlier, when you released 100 sales invoices with 100 lines, it took approximately 11 min for each invoice. Now, it takes 9 min and 43 sec per invoice. |
Order To Cash |
Customer Ledger |
9.65 |
2023-10-03 |
Change |
All |
| Performance improvements in Reconciliation statements |
In the Reconciliation statements (CA302000) window, with the current changes the code will no longer query the database to refetch the same data, unless the filter is changed.
Changing the filter means changing one or more of the following details: account id, reference number, reconciliation date, load documents up to (date)
Now the code will return the data from the cache for any action that does not involve a filter change. |
Accounting |
Cash Management |
9.65 |
2023-10-03 |
Change |
All |
| Improvement in performance for Supplier payments (AP302000) |
There is a small improvement in the performance for saving and releasing Supplier payments (AP302000). This is mostly visible for companies with a lot of data. |
Purchase To Pay |
Outgoing Payment |
9.65 |
2023-10-03 |
Change |
All |
| Performance improvement in Close financial periods (GL50300S) |
The performance in the Close financial periods (GL50300S) window has been improved and closing earlier years will be much faster. |
Accounting |
Period and Year End |
9.65 |
2023-10-03 |
Change |
All |
| Performance of the VAT account control summary (TX40300S) improved |
The performance of the VAT account control summary (TX40300S) has been improved.
You now have to enter both From and To period before getting data, so when you want a period interval, you do not have to wait to enter the to period.
The default for Show only tax derivation has been changed so it is not set.
The grouping of data is not changed so the values in Workspace, Transaction type, and VAT category are correct. Earlier the value was the lowest value of the result set. |
Accounting |
Reporting to Government |
9.65 |
2023-10-03 |
Change |
All |
| Performance and other improvements in the Tax account control details window |
Several fixes have been done in the VAT account control detail (TX40400S) window
When opening the window for the second time, the selections done when it was opened the last time were kept. This caused the opening of the window to take a long time and it also to get the selected data again. This is changed so that only the company and branch are filled in when opening the window.
Performance improvements:
- Pagination and Field scope are implemented
- All calculation on the lines are moved to the SQL server
The calculation of the summary in the heading has been changed so that it also includes the filtering on the lines. So you will get the summary of the rows in the window for all pages.
The selection column and calculation of selected has been removed. This function cannot be used together with pagination improvement and it only worked on one page at the time. |
Accounting |
Reporting to Government |
9.65 |
2023-10-03 |
Change |
All |
| Creating an archive including more than 1000 files in Download attachments window (SM508090) |
In previous versions, you received an error message when you generated an archive in the Download attachments window (SM508090) that included more than 1000 files. This has now been fixed. |
Accounting |
Project |
9.65 |
2023-10-03 |
Bug |
All |
| Improvement in performance for import of suppliers |
There is a small improvement in the performance for import of suppliers (AP303000). This is mostly visible for companies with a lot of data. |
Purchase To Pay |
Supplier Ledger |
9.65 |
2023-10-03 |
Change |
All |
| SAF-T report added for Denmark, Finland, and the Netherlands |
In the Menu for VAT under Processes, the SAF-T report that has existed for Norway and Sweden, has now been added for Denmark, Finland, and the Netherlands.
You have to select the full menu to see this in the menu.
This is a Norwegian report XML format required for report accounting details to the government and can be used to export general ledger accounts, customer, suppliers, subaccounts and projects with address and other financial data.
For general ledger accounts, customer and suppliers, you also get the opening and closing balance and all general ledger transactions with VAT information are exported for the given period.
You will download a zip file containing the data.
This will meet the new Danish requirements for reporting accounting data.
The Send button is only available for Norwegian companies. |
Accounting |
Reporting to Government |
9.65 |
2023-10-03 |
Change |
All |
| Error in Supplier history summary with branch name in string format |
In the previous version, there was an error in the Supplier history summary (AP406000) window when the name of the branch selected in the filter was a string.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.65 |
2023-10-03 |
Bug |
All |
| Item ID list view filtered based on previous search |
Now the item list in the Item ID column is not filtered anymore based on the search done in the column in the previous row |
Order To Cash |
New Sales Order |
9.66 |
2023-10-10 |
Bug |
All |
| ID's for Customer and Location fields |
Now after Customer and Location have been set for the order, in the respective fields the ID of the records will be shown |
Order To Cash |
New Sales Order |
9.66 |
2023-10-10 |
Bug |
All |
| Support for cancelling an order |
You can now cancel an order by changing the status of an order to Cancelled. Note that, when you set an order to Cancelled, you cannot update any more fields. |
API |
New Sales Order |
9.66 |
2023-10-10 |
Change |
All |
| Changing Requested on for order with no lines |
Earlier, when you changed the Requested on date in the overview panel for an order with no existing lines, the system asked you if you wanted to update the Requested on date on all lines. This has now been fixed, and you will only get this question when the order has existing lines. |
Order To Cash |
New Sales Order |
9.66 |
2023-10-10 |
Bug |
All |
| Update shipping rule on all order lines |
When you change the shipping rule in the Delivery settings tab, you can choose to change the shipping rule for all existing order lines as well. |
Order To Cash |
New Sales Order |
9.66 |
2023-10-10 |
Change |
All |
| Payment reference field available |
The Payment reference field is now available in the Payment settings tab. |
Order To Cash |
New Sales Order |
9.66 |
2023-10-10 |
Change |
All |
| Support for Discount series on order line |
The Discount series column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.66 |
2023-10-10 |
Change |
All |
| Update 'Requested on' and 'Ship on' on all order lines |
In an order with existing lines, when you:
- change the 'Requested on' date in the overview panel, which changes the 'Scheduled shipment' date in the Delivery settings tab automatically, or
- change only the 'Scheduled shipment' date in the Delivery settings tab,
you will now be asked if you want to update the 'Requested on' and 'Ship on' columns on all order lines, or the 'Ship on' column on all order lines, respectively. |
Order To Cash |
New Sales Order |
9.66 |
2023-10-10 |
Change |
All |
| Support for Attachment information in GET order and GET order lines |
You can now get information about the attachments that have been added to an order or order lines via GET Order and GET order lines. |
API |
New Sales Order |
9.66 |
2023-10-10 |
Change |
All |
| The Download LB file button was not responding. This has now been fixed. |
|
Purchase to Pay |
Outgoing Payment |
9.66 |
2023-10-10 |
Bug |
SE |
| Export to Excel button not working |
The Export to Excel button in the Process payments (AP50301S) window was not responding. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.66 |
2023-10-10 |
Bug |
All |
| Fix for opening a filter in a pivot table |
Earlier, when you tried to open a filter in a pivot table, you received the error message 'Object reference not set to an instance of an object'. This has now been fixed and pivot table filtering works again as it should. |
Order To Cash |
Customer Ledger |
9.66 |
2023-10-10 |
Change |
All |
| Change quantity on sales or purchase order linked with drop-shipment |
For a sales order linked to a purchase order with drop-shipment, when you change the quantity on the sales or purchase order, you will now receive a warning or error message telling you to also change the quantity on the linked order. This solves the problem of not being able to create a sales invoice when you have changed the quantity on only one of the linked orders. |
Order To Cash |
Purchase Order |
9.66 |
2023-10-10 |
Change |
All |
| Print shipment confirmation in Process shipments window for shipments with status Confirmed |
Earlier, in the Process shipments (SO503000) window, you could not print shipment confirmations for shipments with the Confirmed status. This has now been fixed. |
Order To Cash |
Sales Order |
9.66 |
2023-10-10 |
Bug |
All |
| PUT SupplierInvoice not allowing multiple SplitLines to be used (Affected specific companies - Feature used for API when restriction groups restricting default subaccount) |
When settings from General ledger account access (GL104000) were set to limit access towards accounts and subaccount segment, the update via PUT operation using SplitLines could not process the request. Restricted subaccount could not be processed when SplitLine was actioned more than once. This has now been fixed.
The fix has been added under a feature toggle and activated only for specific companies. |
API |
API |
9.66 |
2023-10-10 |
Bug |
All |
| Issues with the Add purchase order option from Purchase invoices (AP301000) window |
Earlier, when inserting multiple purchase orders into the same invoice, where no item is included inside the purchase order lines, only the first purchase order could be included.
When under the selection of Add purchase order the button “Add purchase order” would be used for multiple documents, inserting a line created a duplicate invoice row from the added line.
These have now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.66 |
2023-10-10 |
Bug |
All |
| Line replacement unit cost converted to order currency |
Earlier, the line replacement unit cost was not converted to the currency of the order, but the base currency was used instead. This has now been fixed. |
API |
New Sales Order |
9.67 |
2023-10-17 |
Bug |
All |
| Batch payments functionality is available in Process payments |
You are now able to delete payments directly from the Process payments (AP50301S) window. The entire functionality has been moved from the Batch payments window (AP305000) inside the Process payments process, Payment status tab - details view. |
Purchase to Pay |
Outgoing Payment |
9.67 |
2023-10-17 |
Change |
All |
| POST api/v1/shipment//action/printshipmentconfirmation returns error message when using Visma Service API token |
Earlier, when using Visma Service API token, POST api/v1/shipment//action/printshipmentconfirmation returned "Error you do not have enough rights to access SO64200S". This has now been fixed. |
API |
API |
9.67 |
2023-10-17 |
Bug |
All |
| Improved performance in the Customer invoices window |
The performance in the Customer invoices (SO303000) window has been improved for several actions and processes:
- Loading the window and page lines navigation is approx. 15% faster
- Sending to AutoInvoice is approx. 40% faster
- Release process, print invoice process and more (no measurements available). |
Order To Cash |
Customer Ledger |
9.67 |
2023-10-17 |
Change |
All |
| Performance of invoice/note printing process improved |
The performance of the invoice/note printing process with a lot of invoice lines has now been improved. |
Order To Cash |
Customer Ledger |
9.67 |
2023-10-17 |
Change |
All |
| Matching of batch payments received in incoming payment files from Autopay. |
We have improved matching of batch payments received in incoming payment files from Autopay inbox where the batch includes payments not matching the exact amount of the invoice/credit note. |
Accounting |
Payment |
9.67 |
2023-10-17 |
Change |
All |
| Error when deleting a reconciliation statement. |
When deleting a reconciliation statement the transactions included were not correctly updated in the database and were not showing up again when creating a new reconciliation statement. This has now been fixed. |
Accounting |
Cash Management |
9.67 |
2023-10-17 |
Change |
All |
| Error when updating the setting Default in window Stock items, tab Cross-reference |
Previously, an error occurred when you updated the cross-reference default column in the window Stock items via an import scenario. This now longer fails. |
Order To Cash |
Inventory |
9.67 |
2023-10-17 |
Bug |
All |
| "Search" placeholder in search line columns where you can type search terms |
In the list window search line, the white columns now have the placeholder "Search". This makes it easier for you to see that you can type a search term there. |
Order To Cash |
Customer Ledger |
9.67 |
2023-10-17 |
Change |
All |
| Search for multiple words in random order in list window search line |
When you use the column search line in a list window, you can now search for multiple partial or complete words in random order, by separating the words with a space. You will then get all results containing these words in any order. If you want to search for partial or complete words in a specific order, use "%" as a separator between the words. "%" also functions as a wildcard when you search on a specific order of words.
Example:
There are two customer names, "Big data customer" and "Customer Big Data".
When you search on:
- "big data cust" or "Big data customer", you will get both customer names in your result,
- "big%cust", data%cust or "Big%customer", you will only get customer name "Big data customer" in your result,
- "cust%big", "cust%data" or "customer%data", you will only get customer name "Customer Big Data" in your result. |
Order To Cash |
Customer Ledger |
9.67 |
2023-10-17 |
Bug |
All |
| Business-level status changes in the sender's ERP system for invoices |
To enable the company to support invoice response messages, activate it in the AutoInvoice settings (CS10250S) window in the “Invoice response messages” section.
The invoices are sent to AutoInvoice from the Sales invoices (AR301000) window. After that you receive a response message in the "Business level status" field in the "Invoice address" tab, the "AutoInvoice" section.
The possible responses from Peppol from other ERP systems can be the following:
* Status Business level response code
* Status Reason codes
* Status Action codes
* Free text field
See the Peppol documentation for details on all codes: https://docs.peppol.eu/poacc/upgrade-3/profiles/63-invoiceresponse/ |
Order To Cash |
Customer Ledger |
9.67 |
2023-10-17 |
Change |
All |
| Invoice responses for purchase invoices (PeppolBIS30) |
To enable your company to support invoice response messages, activate them in the AutoInvoice settings (CS10250S) window under the “Invoice response messages” part.
When the service has been activated, all of the documents received into Invoice Inbox (AP50604S) will be supporting these following messages back to the sender's AutoInvoice account, where then afterwards the invoice responses are available to be fetched by the sending ERP.
The responses are triggered in the background of following scenarios:
AB (Basic message acknowledgement) – When ERP receives invoice into the inbox
AP (Accepted) – When invoice has been released and posted to ledger
RE (Rejected) – When invoice is deleted from the inbox |
Purchase To Pay |
AutoInvoice Receiving |
9.67 |
2023-10-17 |
Change |
All |
| Introducing customer survey in "Hämta företagsinformation" |
We are introducing InMoment to gather feedback from users to be able to continuously improve our service.
Some of the users will randomly get the question "How satisfied are you with this window?". We would very much appreciate if you would like to give us feedback! |
General |
Hämta företagsinformation |
9.67 |
2023-10-17 |
Change |
SE |
| Support for Create shipment/receipt |
You can now create a shipment for a sales order. Use the Create shipment button. |
Order To Cash |
New Sales Order |
9.68 |
2023-10-31 |
Change |
All |
| Support for Purchase order source |
You can now set the purchase order source on an order line. |
Order To Cash |
New Sales Order |
9.68 |
2023-10-31 |
Change |
All |
| Support for Supplier on order line |
You can now set the supplier on an order line, when you have set the purchase order source. |
Order To Cash |
New Sales Order |
9.68 |
2023-10-31 |
Change |
All |
| Support for sales account on order line |
The Account column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.68 |
2023-10-31 |
Change |
All |
| Support for Reason code on order line |
The Reason code column has now been made available for the order lines. |
Order To Cash |
New Sales Order |
9.68 |
2023-10-31 |
Change |
All |
| Save button unavailable when no unsaved changes |
Earlier, the Save icon was not greyed out after you saved an order. This has now been fixed, and the icon is greyed out when there are no unsaved changes. |
Order To Cash |
New Sales Order |
9.68 |
2023-10-31 |
Bug |
All |
| Depreciation for fixed assets calculated incorrectly |
Under the feature toggle 'AccModules_FADepreciationCalcReset', there was an issue when one of the depreciations was failing and then the depreciation for the following fixed assets in line was calculated wrongly in some special cases.
This has now been fixed. |
Accounting |
Fixed Assets |
9.68 |
2023-10-31 |
Bug |
All |
| Errors in VAT specification report |
Earlier, VAT Specification report (TX60050S) did not show account name and showed unwanted NaN value in VAT amount and calculated VAT.
These have now been fixed. |
Accounting |
Reporting to Government |
9.68 |
2023-10-31 |
Bug |
All |
| Fixed triple VAT values for landed cost variance in VAT account control window |
In some situations, landed cost created 3 lines in General ledger transactions with a reference to the same order line.
This caused the VAT to be shown 3 times when it should be shown only on one line.
This has now been fixed for theVAT account control summary/details (TX40300S / TX40400S) windows. |
Accounting |
Reporting to Government |
9.68 |
2023-10-31 |
Change |
All |
| Generic inquiry GL-Transactions with tax not showing any transactions |
The error in the Generic inquiry GL-Transactions with tax that did not show any transactions has now been fixed. |
Accounting |
Reporting to Government |
9.68 |
2023-10-31 |
Bug |
All |
| The TaxAuthority tag in the SAF-T Report file now country-specific |
The SAF-T file (TX50600S) is changed when it is reported for another country than Norway.
This is for the tag that will have the following values depending on the company country:
Noway - Skatteetaten
Denmark - Skat
Sweden - Skatteverket
Finland - Verohallinto
Netherland - Belastingdienst |
Accounting |
Reporting to Government |
9.68 |
2023-10-31 |
Change |
All |
| Improvements in the GET Account API endpoints |
There are improvements in the GET Account API endpoints. Both, the 'Get a specific account' and the 'Get a range of accounts' endpoint will include values for:
- Control account module
- Allow manual entry
- Public code
- External code 1
- External code 2
- Analysis code
in their responses. In addition, it is possible to set filters on
- Public code
- External code 1
- External code 2
- Analysis code
in the 'Get a range of accounts' endpoint. |
API |
API |
9.68 |
2023-10-31 |
Change |
All |
| Warning on unreleased documents when preparing a VAT report |
The warning of unreleased documents when you prepare a VAT report (TX501000) was not working if the document was from previous periods.
This has now been fixed and it will give this warning as long as you have unreleased documents up to the selected period.
Note! For Dutch VAT report, the warning will appear even if you have checked the Exclude transactions from previous periods. |
Accounting |
Reporting to Government |
9.68 |
2023-10-31 |
Bug |
All |
| Improvements and changes in Standard VAT codes (CS20500S) |
Changes made to Standard VAT rates (CS20500S)
New columns available:
- VAT rate description (32 characters) - can be used for additional code.
- Note - can be used to describe the usage of the code
- Files - can be used to add public documents regarding the code.
Import from file:
Import has been implemented and all columns except notes and file attachment can be imported.
Note! The screen only shows codes with the same country as the active company. So, if you import codes for other countries, you have to switch to a branch that has the other imported country.
If the import file is missing country, it will be created with the country code from the active branch. |
Accounting |
Reporting to Government |
9.68 |
2023-10-31 |
Change |
All |
| Wrong period posted when Release time card from Approval is used |
In previous versions, when the setting "Release time cards from Approval" in Time and expenses preferences (EP101000) was in use and the time card had been approved, the journal transaction batch got the the financial period from the date the transaction was entered and not from the transaction date on the time card transaction lines. This has now been fixed. |
Accounting |
Time & Expense |
9.68 |
2023-10-31 |
Bug |
All |
| GET v2/salesorder endpoint with use of pagination |
The GET v2/salesorder endpoint with the use of pagination no longer returns the error "Divide by zero error encountered". |
API |
API |
9.68 |
2023-10-31 |
Bug |
All |
| Fix for Open status of credit note created in migration mode |
A credit note created in migration mode, with a zero balance, will no longer be in the Open status after validating customer balances. |
Order To Cash |
Customer Ledger |
9.68 |
2023-10-31 |
Change |
All |
| Business-level status changes in the sender's ERP system for Customer invoices (SO303000) |
When sending to AutoInvoice from the Customer invoices (SO303000) window, you receive a response message in the "Business level status" field in the "Invoice address" tab, the "AutoInvoice" section.
The possible responses from Peppol from other ERP systems can be the following:
* Status Business level response code
* Status Reason codes
* Status Action codes
* Free text field |
Order To Cash |
Customer Ledger |
9.68 |
2023-10-31 |
Change |
All |
| Factoring company and Assignment note are now included in invoice reports |
Earlier, when you selected 'Factoring payment method' in the 'Bank account type' field in the Payment methods (CA204000) window, invoice reports would not display the Factoring settings.
This has now been fixed for the following reports:
-Invoice - Norwegian (AR64104S)
-Invoice - Swedish (AR64118S)
-Invoice - Swedish for Finland (AR64103S)
-Invoice - Swedish left address (AR64108S)
-Invoice - Dutch (AR64105S)
-Invoice - Danish (AR64106S)
-Invoice - Finnish (AR64102S)
-Invoice - English (AR64101S) |
Order To Cash |
Customer Ledger |
9.68 |
2023-10-31 |
Bug |
All |
| Mandatory fields in e-invoice XML now work as expected when working with salespersons |
Earlier, when working with salespersons, some mandatory fields in the e-invoice XML could not be populated. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.68 |
2023-10-31 |
Bug |
All |
| Wrong totals for reconciled receipts and disbursements in Reconciliation statement |
In some cases, the totals for reconciled receipts and reconciled disbursement in the Reconciliation statement (CA302000) were wrongly calculated. This has now been fixed, but already created reconciliation statements with wrong totals need to be deleted and created again to get the correct values. |
Accounting |
Cash Management |
9.68 |
2023-10-31 |
Bug |
All |
| Currency rate now works as expected when correcting invoice |
Earlier, when you used the Correct invoice feature in the Sales invoices (AR301000) window, the system incorrectly changed the currency rate. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.68 |
2023-10-31 |
Bug |
All |
| Error entering Completion% field in the Projects window |
When you tried to enter the Completion% field in the Projects (PM301000) window, an access right error message appeared. This has now been fixed. |
Accounting |
Project |
9.68 |
2023-10-31 |
Change |
All |
| Supplier price now set correctly |
When the supplier on an order line differs from the line item's default supplier, the supplier price is no longer set incorrectly. |
API |
New Sales Order |
9.69 |
2023-11-08 |
Bug |
All |
| purchaseOrderId field is available in GET/lines and GET /lines/{lineId} |
The purchaseOrderId field is now available in GET/lines and GET /lines/{lineId}. This field displays the purchase order number that is linked to the sales order line. |
API |
New Sales Order |
9.69 |
2023-11-08 |
Change |
All |
| Support for multi-language |
If multi-language is set up in the system, the description of the order line and inventory item is now set according to the language of the customer. |
API |
New Sales Order |
9.69 |
2023-11-08 |
Change |
All |
| Warning for purchased order line when deleted |
When you delete a sales order line, you will now get a warning when a purchase order is connected to it. |
Order To Cash |
New Sales Order |
9.69 |
2023-11-08 |
Change |
All |
| Support for Supplier price |
You can now set the supplier price on an order line, when you have set the purchase order source and supplier on the line. |
Order To Cash |
New Sales Order |
9.69 |
2023-11-08 |
Change |
All |
| Support for Delete order |
You can now delete an order in the UI. |
Order To Cash |
New Sales Order |
9.69 |
2023-11-08 |
Change |
All |
| Using checkmarks inside filters is not properly working |
Previously, when trying to filter or change the selection of the documents inside a filter, the system was not properly responding.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.69 |
2023-11-08 |
Bug |
All |
| Improved performance in the Sales price worksheets window |
Releasing a sales price worksheet in the Sales price worksheets (AR202010) window is now approx. 29% faster. |
Order To Cash |
Customer Ledger |
9.69 |
2023-11-08 |
Change |
All |
| Improved performance in the Sales prices window |
The performance in the Sales prices (AR202000) window has been improved for several actions and processes:
- Loading the window is approx. 22% faster
- Loading the next page is approx. 5% faster for price types 'All prices' and 'Customer price class'
- Create price worksheet is approx. 2% faster. |
Order To Cash |
Customer Ledger |
9.69 |
2023-11-08 |
Change |
All |
| Expose the purchase receipt number in the inventory receipt endpoint |
Integrators will now have the purchase receipt number exposed in both inventory receipt API endpoints:
- GET api/v1/inventoryReceipt and
- GET api/v1/inventoryReceipt/{inventoryReceiptNumber} API endpoints |
Order To Cash |
Inventory |
9.69 |
2023-11-08 |
Change |
All |
| Earlier, it was impossible to add more than one supplier to stock items included in kits |
Previously, adding more than one supplier to a stock item that was also a kit item was impossible. This has now been corrected. |
Order To Cash |
Inventory |
9.69 |
2023-11-08 |
Bug |
All |
| Removed American column Sect. 179 in Fixed assets classes |
The column "Sect. 179" used in American systems is no longer visible in the Fixed assets classes (FA201000) window. |
Accounting |
Fixed Assets |
9.69 |
2023-11-08 |
Bug |
All |
| Subassembly with multiple levels and different units give incorrect assemblies |
Earlier, when creating a kit assembly which contained multiple levels of sub-assemblies, the quantity values were not calculated correctly. This has now been corrected. |
Order To Cash |
Inventory |
9.69 |
2023-11-08 |
Bug |
All |
| Job complete but no archive created in Download attachment process |
There was an issue in the Download attachments window (SM508090) where no archive was visible on the Available zip archive tab even if the archive status was "The process has been completed. You can download your zip file(s)". This has now been fixed. |
Accounting |
Project |
9.69 |
2023-11-08 |
Change |
All |
| POST PurchaseReceipt/\{purchasereceiptNbr}/action/release endpoint always returns "Inprocess" status |
Earlier, the POST PurchaseReceipt/{purchasereceiptNbr}/action/release endpoint always returned the "Inprocess" status, even if the "Release" action failed. This has now been fixed. |
API |
API |
9.69 |
2023-11-08 |
Bug |
All |
| SchemeID under AccountingCustomerParty for country Estonia available in XML |
The scheme ID of the Endpoint ID under AccountingCustomerParty in XML is no longer missing for the country of Estonia. |
Order To Cash |
Customer Ledger |
9.69 |
2023-11-08 |
Bug |
All |
| Create sales invoice from shipment with negative amount |
Earlier, you could not create an invoice from a shipment with a negative amount. This has now been fixed. |
Order To Cash |
Sales Order |
9.69 |
2023-11-08 |
Bug |
All |
| Attachments for GET/lines/{lineId} |
The "attachments" element is no longer missing from the GET/lines/{lineId} response when an attachment has been added for the order line. |
API |
New Sales Order |
9.70 |
2023-11-14 |
Bug |
All |
| Deprecated fields on Account endpoint |
The following fields are deprecated and will be removed on 20th of February 2024:
- ExternalCode1
- ExternalCode2
- AnalysisCode
They should be replaced by fields: ExternalCode1Info, ExternalCode2Info, AnalisysCodeInfo, which contain more details. |
API |
API |
9.70 |
2023-11-14 |
Change |
All |
| Improvement of the status reason shown in Autopay inbox |
The status reason field in the Autopay inbox (CA50400S) showed too much information. This has now been fixed and only relevant information will be shown. |
Accounting |
Payment |
9.70 |
2023-11-14 |
Bug |
All |
| Confirming shipment webhook sent when shipment status is updated |
Earlier, when confirming shipments with a large amount of shipment lines, the webhook was sent before the shipment status was updated. This has now been fixed. |
API |
API |
9.70 |
2023-11-14 |
Bug |
All |
| Webhook 'shipment_changed' notification when shipment is confirmed |
Earlier, when a shipment was confirmed, a duplicate webhook 'shipment_changed' notification was created. This has now been fixed. |
Order To Cash |
Sales Order |
9.70 |
2023-11-14 |
Bug |
All |
| Serial number not validated when creating an inventory issue via API |
Previously, the serial number was not validated when posting an issue using the POST /api/v1/InventoryIssue API endpoint. This made it possible to create an issue with a serial number that had already been used. This has now been corrected. |
Order To Cash |
Inventory |
9.70 |
2023-11-14 |
Bug |
All |
| Fixed triple VAT values for landed cost variance in VAT account control window |
In some situations, landed cost created 3 lines in General ledger transactions with a reference to the same order line.
This caused the VAT to be shown 3 times when it should be shown only on one line.
This has now been fixed for theVAT account control summary/details (TX40300S / TX40400S) windows. |
Accounting |
Reporting to Government |
9.70 |
2023-11-14 |
Change |
All |
| Collection of amount for Released and Unreleased amount for each VAT period improved |
The collection of amount for the Released and Unreleased amount for each VAT period has (TX207000) been improved. |
Accounting |
Reporting to Government |
9.70 |
2023-11-14 |
Change |
All |
| Partially deductible VAT not using expense account from Cash transactions is fixed in VAT account control windows |
The duplication of VAT columns when using a VAT code with partially deductible amount where you did not use a fixed expense account from Cash transactions is fixed (in AP301000 and CA304000).
The VAT amounts and codes are only showing on the actual expense line. |
Accounting |
Reporting to Government |
9.70 |
2023-11-14 |
Bug |
All |
| Calculated VAT rate % was missing in VAT account control summary (TX40300S) |
Earlier, the calculated VAT rate % was missing in VAT account control summary (TX40300S) window.
This has now been fixed. |
Accounting |
Reporting to Government |
9.70 |
2023-11-14 |
Bug |
All |
| PUT ShipmentLine via API no longer incorrectly resets 'Note' value on line |
Earlier, the PUT Shipment endpoint resetted the 'Note' value on a line, even if 'Note' was not in the shipmentline payload. This has now been fixed. |
API |
API |
9.70 |
2023-11-14 |
Bug |
All |
| Unsaved changes pop-up when trying out the new version of Sales orders |
You no longer get the pop-up warning about unsaved changes when you click 'Try out the new version' in the Sales orders (SO301000) window and do not have any unsaved changes. |
Order To Cash |
Sales Order |
9.70 |
2023-11-14 |
Bug |
All |
| 'Customer name' and 'Customer no.' filter in Sales order list window |
Earlier, in the Sales order list (SO40101S) window, the filter in the columns 'Customer name' and 'Customer no.' did not work properly. This has now been fixed. |
Order To Cash |
Sales Order |
9.70 |
2023-11-14 |
Bug |
All |
| Support for setting status to Open |
Setting the order status to Open is now supported, for example, when the current status is Cancelled. |
API |
New Sales Order |
9.71 |
2023-11-21 |
Change |
All |
|
Previously wrong amount was showing for the documents when sorting or applying filters. This has been fixed, no longer reproducible. |
Purchase to Pay |
Outgoing Payment |
9.71 |
2023-11-21 |
Bug |
All |
| GET Expense Claim "Pagesize and TotalCount" not returned |
Earlier, the metadata "Pagesize and TotalCount" were not returned in GET ExpenseClaim. This has now been fixed. |
API |
API |
9.71 |
2023-11-21 |
Bug |
All |
| Adding special characters in duplicate item classes will break the Item classes (IN201000) window. |
Earlier, adding the special character '*' in the field Class ID in the window Item classes (IN201000) would cause an error message and then break the screen's functionality.
This has now been corrected by no longer allowing the character '*' to be used in the Class ID field. |
Order To Cash |
Inventory |
9.71 |
2023-11-21 |
Bug |
All |
| Landed cost creating 3 lines in General ledger transactions with a reference to the same order line |
In some situations, Landed cost created 3 lines in General ledger transactions with a reference to the same order line.
This caused the VAT to be shown 3 times when it should be shown only on one line.
This has now been fixed for the General ledger transactions with VAT (TX40500S) and VAT account control summary/details (TX40300S / TX40400S) windows. |
Accounting |
Reporting to Government |
9.71 |
2023-11-21 |
Bug |
All |
| Country filter added in Standard VAT codes |
A country filter is added in the Standard VAT codes (CS20500S) window that makes it possible to work with several countries without changing the branch in the selector.
When you import from Excel without country it will create the new rows to the selected country. |
Accounting |
Reporting to Government |
9.71 |
2023-11-21 |
Bug |
All |
| Selected column and Totals for the selected values removed from VAT account control summary and details |
The Selected column and the Totals for the selected values are removed from the VAT account control summary and details (TX40300S and TX40400S) windows.
The Totals in the heading are now calculated based on the filtering in the heading and in the filtered lines. |
Accounting |
Reporting to Government |
9.71 |
2023-11-21 |
Change |
All |
| {}POST/salesOrder/action/createPurchaseOrder no longer returns '{}{}tstamp cannot be empty'{} |
Earlier, in some circumstances, POST/salesOrder/action/createPurchaseOrder returned the error message 'tstamp cannot be empty'. This has now been fixed. |
API |
API |
9.71 |
2023-11-21 |
Bug |
All |
| Prepare invoice action now exposed via the "SalesOrder" and "{}SalesOrderBasic" endpoints{} |
Two new endpoints have been introduced for the action 'Prepare invoice' for sales orders:
- v2/salesorderbasic/{SOType]/{SOOrderNumber]/action/prepareInvoice
- v2/salesorder/{SOType]/{SOOrderNumber]/action/prepareInvoice
If the action is successful, the 200 OK response includes a reference number to an invoice. For example:
{
"referenceNumber": "002625",
"actionId": "f9496e2a-3319-4439-bf24-7f4ced2252e5",
"actionResult": "Done"
} |
API |
API |
9.71 |
2023-11-21 |
Change |
All |
| POST SupplierInvoice “No access to branch” error when service API was used for the first time |
When using Visma Service API token for the first with POST SupplierInvoice, the error “No access to branch” was returned and delay took place before a successful call could be made. This has now been fixed. |
API |
API |
9.71 |
2023-11-21 |
Change |
All |
| POST SalesOrder via API v1 and v2 no longer creates sales order with incorrect currency |
Earlier, when 'Enable currency override' was not selected for a customer, the POST SalesOrder endpoint still allowed a sales order to be created with a currency other than the default currency for the customer, which resulted in incorrect prices on the sales order.
This has now been fixed for v1 and v2, and you will need to select 'Enable currency override' in the Customers (AR303000) window to be able to create a sales order with a currency other than the customer's default currency. |
API |
API |
9.71 |
2023-11-21 |
Bug |
All |
| Created by ID for sales order created from quote |
The Created by ID for a sales order copied from a quote no longer displays the wrong user. |
Order To Cash |
Sales Order |
9.71 |
2023-11-21 |
Bug |
All |
| Release purchase invoice for purchase receipt without an item |
When you release a purchase invoice for a purchase receipt without an item but with a freight cost line, you no longer get an error. |
Purchase to Pay |
Purchase order |
9.71 |
2023-11-21 |
Bug |
All |
| Supplier reference on purchase receipt |
The Supplier reference field is no longer empty when you open a purchase receipt from the Purchase receipts tab in the Purchase orders (PO301000) window. |
Purchase to Pay |
Purchase order |
9.71 |
2023-11-21 |
Bug |
All |
| Discount in Purchase receipt accrual summary report |
The Purchase receipt accrual summary (PO630500) report now calculates discount correctly. |
Order To Cash |
Purchase Order |
9.71 |
2023-11-21 |
Bug |
All |
| Default supplier in sales order |
Earlier, when you changed a line item with a default supplier in a sales order, the supplier would not change automatically to the default supplier of the new item. This has now been fixed. |
Order To Cash |
Sales Order |
9.71 |
2023-11-21 |
Bug |
All |
| Alternative description in Purchase orders window |
Earlier, the 'Alternative description' for an item was not displayed in the Purchase orders (PO301000) window. This has now been fixed. |
Order To Cash |
Purchase Order |
9.71 |
2023-11-21 |
Bug |
All |
| Hämta Företagsinformation - Riskanalys |
We are happy to announce that "Hämta företagsinformation" is growing. We are now launching risk-analysis powered by Inyett AB. The new feature consists of two new tabs, economy and risk.
Read more about the feature in this community post: [https://community.visma.com/t5/Nyheter-for-Visma-net-ERP/Sa-har-fungerar-var-inbyggda-tjanst-Hamta-foretagsinformation/ba-p/617944] |
General |
Hämta företagsinformation |
9.71 |
2023-11-28 |
Change |
SE |
| Duplicate check customers & suppliers |
We have introduced a new feature where we check if the organisation number that you are about to create already exists in Visma.net ERP. If it already exists they will be presented with a link that will take you to the specific customer or supplier in Visma.net ERP. |
General |
Hämta företagsinformation |
9.71 |
2023-11-28 |
Change |
SE |
|
In the Process payments (AP50301S) window, when scrolling to the right, the deviation as well as the select column continue to show to the left. |
Purchase to Pay |
Outgoing Payment |
9.72 |
2023-11-28 |
Change |
All |
| 'Branch is inactive' error for active branch when using POST SalesOrder |
Earlier, for POST SalesOrder, it was not possible to create a sales order on sub branches when the main branch was inactive. This has now been fixed. |
API |
API |
9.72 |
2023-11-28 |
Bug |
All |
| Improved performance in the Purchase receipts list window |
The performance in the Purchase receipts (PO3020PL) list window has been improved:
- Loading the window takes approx. 48 % less time,
- Opening the Purchase receipts (PO302000) window by clicking the Add new record button, takes approx. 36 % less time. |
Purchase to Pay |
Purchase order |
9.72 |
2023-11-28 |
Change |
All |
| Increased width of email-field |
For better visability of long email adresses we have increased the width of the email-field in the details tab. |
General |
Hämta företagsinformation |
9.72 |
2023-11-28 |
Change |
SE |
| No error when adding non-stock item |
You no longer receive an error message when you add a non-stock item. |
API |
New Sales Order |
9.73 |
2023-12-06 |
Bug |
All |
| When selecting or deselecting the Pay separately button and switching from and back to the Prepare payments tab, the setting was not remembered.
This has now been fixed. |
|
Purchase to Pay |
Outgoing Payment |
9.73 |
2023-12-06 |
Bug |
All |
| Add purchase order with 0 quantity in purchase receipt |
When you create a purchase receipt and add a purchase order or purchase order line, those with 0 quantity are no longer displayed for lines from released purchase orders. |
Purchase to Pay |
Purchase order |
9.73 |
2023-12-06 |
Bug |
All |
| Inventory transfer endpoint returns 400 Bad request instead of 500 Internal server error |
Previously, when the data in your request was wrong, the Inventory transfer endpoint returned 500 Internal server error, instead of 400 Bad request.
This has now been fixed. You will now receive an improved error message explaining the error. |
API |
API |
9.73 |
2023-12-06 |
Bug |
All |
| When a serial profile is changed from "When used" to "When received" it is possible to receive serial numbers that have been used previously |
Previously, it was possible to receive a previously used serial number if the serial tracking profile had been changed from "When used" to "When received". This has now been corrected. |
Order To Cash |
Inventory |
9.73 |
2023-12-06 |
Bug |
All |
| API endpoint /api/V2/stocktake/\{referenceNumber} producing error messages in incorrect format |
Previously, the API endpoint /api/V2/stocktake/{referenceNumber} produced error messages in incorrect format when trying to add a duplicate line. This has now been corrected. |
Order To Cash |
Inventory |
9.73 |
2023-12-06 |
Bug |
All |
| Send Danish VAT report electronically to Skat.dk from the Process VAT report window (TX502000). |
It is now possible to send the Danish VAT report electronically to Skat.dk from the Process VAT report window (TX502000).
After closing the report, the Send button will be enabled and you can send the report.
When sending the report, you are redirected to the AutoReport page where you will see the status of the process.
If all data is correct, you will get a message in AutoReport:
* Report has been sent to Skat. Please use the link to approve the report in Skat portal.
This status will also be updated in the Process VAT report and the AutoReport status windows.
Now you have to login to Skat.dk and approve the report.
You will have the button Approve at Skat.dk and this will open a browser window where you can log in and approve the VAT report.
This link is only valid for 14 days, so if the report is not appoved at Skat.dk before that date you have to resend the report.
If you have errors in the report, you will get an error code and message in return and you have to fix the date and resend the report.
NOTE!
The report must have the correct tax box number (Momsrubrik) that corresponds with what skat.dk requires.
By default, these are set up in the system when you have a Danish company.
Lines without Tax box number will not be reported to Skat.dk.
The Tax box number in Visma.net ERP contains a number and a ; the number represents the order in the XML file and the text is the Tag representing
Line Description Tax Box Number
100 Salgsmoms (udgående moms) 14
200 Moms af varekøb i udlandet (både EU og tredjelande) 11
300 Moms af ydelser fra udlandet mv. 12
500 Købsmoms (indgående moms) 09
600 Olie- og flaskegasafgift 13
700 Elafgift 06
800 Naturgas- og bygasafgift 08
900 Kulafgift 10
1000 CO2-afgift 02
1100 Vandafgift 15
2000 Moms i alt (positive=betale, negative beløp=penge tilgode) 01
2100 Rubrik A - varer. Værdien uden moms varekøb i andre EU-lande 03
2200 Rubrik A - ydelser. Værdien uden moms af ydelseskøb EU-lande 16
2300 Rubrik B - varer. Værdien af varesalg uden moms til EU-lande 04
2400 Rubrik B - varer - indberettes ikke til "EU-salg uden moms". 05
2500 Rubrik B - ydelser. Værdien af ydelsessalg uden moms til EU 17
2600 Rubrik C. Værdien af varer og ydelser, der leveres uden moms 07
2700 Køb indland uden moms
2800 Salg udenfor momslovens anvendelsområde |
Accounting |
Reporting to Government |
9.73 |
2023-12-06 |
Change |
DK |
| Error when preparing invoice from SO301000 after 9.72 version |
You no longer get an error containing "cast object type" when you prepare an invoice in the Sales orders (SO301000) window. |
Order To Cash |
Sales Order |
9.73 |
2023-12-06 |
Bug |
All |
| Accrual subaccount from warehouse segment now filled in on purchase receipt |
Earlier, for accrual subaccounts combined from a warehouse segment, the accrual subaccount was not filled in in the Purchase receipts (PO302000) window. This has now been fixed. |
Purchase to Pay |
Purchase order |
9.73 |
2023-12-06 |
Bug |
All |
| Projects not synced to MDM after customization where moved to PX.Objects |
When creating and editing a project in the Projects (PM301000) window, a notification was not sent and so sync to MDM was not triggered.
This has now been fixed. |
General |
System Service |
9.73 |
2023-12-06 |
Change |
All |
| New features in Automation schedules (SM205020) window |
In the Automation schedules (SM205020) window there are two new features:
- If the schedule is running, a new field above the Details tab will show the LockedUntil date and time. In addition, the button "Run schedule" will be deactivated.
- A new tab at the end, "Last run result" will show detailed information about the last execution. |
General |
System Service |
9.73 |
2023-12-06 |
Change |
All |
| Error when going back in browser from the Email activity (CR306015) window |
Earlier, there was an error when going back the in browser from the Email activity (CR306015) window.
When working in e.g. the Sales orders, when you enter an order, print it and send it by email, clicking "back" in the browser could end up in the actual used report screen and then throw an error message.
This has now been fixed, and you will be redirected back to the screen where the process started from (e.g. Sales orders) |
General |
System Service |
9.73 |
2023-12-06 |
Bug |
All |
| Currency Id can not be overridden error |
Now the error is not displayed anymore and order is saved correctly |
Order To Cash |
New Sales Order |
9.74 |
2023-12-12 |
Bug |
All |
| Error message when releasing invoice with installment |
Earlier, you were not able to release an invoice with an installment for a receivables account set up as Control Module is AR and without the Allow manual entry option set.
This has now been fixed. |
Order To Cash |
Customer Ledger |
9.74 |
2023-12-12 |
Bug |
All |
| Parent invoicing functionality enabled for Pilot customers |
It is now possible for you to decide whether to automatically address invoices created from child customers' orders to the parent account in accordance with some of the parent account's settings. When Parent-child customer relationship is enabled in the Enable/disable functionalities (CS100000) window, you can set up sending invoices for a customer's orders to the parent account, by selecting the Consolidate invoices check box for the child customer in the Customers (AR303000) window (in the Parent info section of the Invoicing settings tab). Invoices that are created from orders for the child customer in the Sales orders (SO301000) window will then be addressed to its parent account and sent to them when you send the invoice. This functionality will be available in the beginning only for Pilot customers. |
Order To Cash |
Sales Invoice |
9.74 |
2023-12-12 |
Change |
All |
| Discount amount on sales order lines showing incorrect decimal values |
Earlier, the discount amount in the Sales orders window showed the wrong decimal value for certain items since it was rounding certain decimal amounts before the total rounding.
This has now been fixed. |
Order To Cash |
Sales Order |
9.74 |
2023-12-12 |
Bug |
All |
| Discount line for a customer showing in the Unreleased transactions (detailed) report |
Earlier, when using a discount for a customer, the discount line was missing in the Unreleased transactions (detailed) (CA612500) report. This has now been fixed. |
Order To Cash |
Sales Invoice |
9.74 |
2023-12-12 |
Bug |
All |
| Process customer refund without having the refund applied to any document. |
You have now the possibility to save and release a customer refund without having the refund applied to any document. |
Order To Cash |
Customer Ledger |
9.74 |
2023-12-12 |
Change |
All |
| Improved performance for KitAssembly endpoint |
The performance of the GET /api/v2/kitAssembly/ API endpoint has been improved by over 1000% by adding an index in the INTranSplit table.
The following expand toggles have also been added:
-expandStockComponents
-expandNonStockComponents
-expandKitAllocations |
API |
API |
9.74 |
2023-12-14 |
Change |
All |
| Delivery part works as expected in the Visma XML |
Earlier, the delivery part did not work as expected in the Visma XML.
This has now been fixed. |
Order To Cash |
Customer Ledger |
9.74 |
2023-12-12 |
Bug |
All |
| Deleting a sales order connected to a purchase order |
Earlier, you were able to delete a sales order even if it had a purchase receipt conneted with it. This has now been fixed and the system will not allow you to delete such a sales order. |
Order To Cash |
Sales Order |
9.74 |
2023-12-12 |
Bug |
All |
| Cancelled purchase order lines showing up again |
Earlier, when you cancelled a purchase order line, it popped up in the Create purchase order (PO505000) window again. This has now been fixed. |
Order To Cash |
Purchase Order |
9.74 |
2023-12-12 |
Bug |
All |
| Tax category with tax type Both now accepted |
Tax categories with tax type set to Both no longer generate an error message. |
API |
New Sales Order |
9.75 |
2023-12-19 |
Bug |
All |
| Missing the LB downloading |
The Download LB file button was not responding. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.75 |
2023-12-19 |
Bug |
All |
| Duplicate requests and payments created in Process payments |
Previously, duplicate requests and payments created were created in the Process payments window. Improvements have been made and the issue should be fixed. |
Purchase to Pay |
Outgoing Payment |
9.75 |
2023-12-19 |
Bug |
All |
| New features available for Batch payment functionality within the Process payments window |
The new batch payment functionality within the Process payments window brings a list of new cool features such as:
- Personalised view in the Payment status tab
- Grouping payments by batch
- One-click batch removal
- Enhanced payment status details (a new column available). |
Purchase to Pay |
Outgoing Payment |
9.75 |
2023-12-19 |
Change |
All |
| Payment status incorrectly reflected in Payment Status tab when manually handled in Supplier payments window (AP302000) |
Previously, when payments were handled manually in the Supplier payments window (AP302000), their status was not correctly updated in the Payment status tab. |
Purchase to Pay |
Outgoing Payment |
9.75 |
2023-12-19 |
Change |
All |
| Server down message in Process payments window |
Previously, users received "Server down" error message from time to time in the Prepare payments window. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.75 |
2023-12-19 |
Bug |
All |
| Supplier name missing in payment batch |
In an exceptional scenario, the supplier name was missing from the information sent to AutoPay. Several improvements were implemented, and there are no more errors during regression test. |
Purchase to Pay |
Outgoing Payment |
9.75 |
2023-12-19 |
Bug |
All |
| Fixed assets issue on depreciation calculation for Next period averaging convention |
Earlier, depreciation was calculated incorrectly in the Calculate depreciation (FA502000) window for fixed assets with the Next period averaging convention selected.
This has now been fixed. |
Accounting |
Fixed Assets |
9.75 |
2023-12-19 |
Bug |
All |
| Lookup verification for the INVOICE_RESPONSE activation statuses |
When "Invoice response messages" service is activated in the Autoinvoice settings (CS10250S) window, this will enable the company to both send and receive these type of messages.
Before generating the messages for the invoice sender, the activation status will be verified. If the invoice sender has not yet activated the service, the messages will not be generated from the received document. |
Purchase To Pay |
AutoInvoice Receiving |
9.75 |
2023-12-19 |
Change |
All |
| The setting Display only relevant matches in Process incoming payments has been moved |
Earlier, the setting Display only relevant matches was earlier shown in the Process incoming payments (AR305000) window only. The settings has now been moved to the Cash management preferences. There is a setting for Display only relevant matches both for the Process incoming payments and for the Process bank transactions (CA306000) windows. The setting can also be found and changed in the match setting in each window. |
Accounting |
Cash Management |
9.75 |
2023-12-19 |
Change |
All |
| Releasing shipment with 0 quantity non-stock kit |
Earlier, you could not release a shipment containing a non-stock kit with a zero quantity. This has now been fixed. |
Order To Cash |
Sales Order |
9.75 |
2023-12-19 |
Bug |
All |
| Correct account when changing reason code on purchase return |
Earlier, when you changed the reason code on a purchase return, and the new reason code had a different account set, the wrong account would be displayed in the journal transactions. This has now been fixed. |
Order To Cash |
Purchase Order |
9.75 |
2023-12-19 |
Bug |
All |
| Sending emails failing in All emails window |
In the All emails (CO409070) window, if one of the emails failed during sending (e.g. invalid email address), you would get an error message on the rest of the emails that were sent in the same sending.
This has now been fixed. |
General |
System Service |
9.75 |
2023-12-19 |
Bug |
All |
| Currency conversion when changing currency |
Currency conversion when changing currency on the line in Sales price worksheet and Calculate pending prices has now been fixed. |
Order To Cash |
Customer Ledger |
9.75 |
2023-12-19 |
Bug |
All |
| Change column width |
You can now adjust the column width in tables. On the column you want to adjust, click and drag the right-side border. |
Order To Cash |
New Sales Order |
9.76 |
2024-01-09 |
Change |
All |
| Print order document |
With the 'Preview document' button in the window footer, you can now preview an order or quote in the corresponding reports, and print it. |
Order To Cash |
New Sales Order |
9.76 |
2024-01-09 |
Change |
All |
| Display option settings reset to default |
Display option settings have been reset to default (Document List) while in the Table settings, no display option was marked when you have chosen the display option: Group by supplier (previous label: Group documents from the same supplier), as the preferred one.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.76 |
2024-01-09 |
Bug |
All |
| Export to Excel button not working |
The export to Excel button was no longer working. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.76 |
2024-01-09 |
Bug |
All |
| New labels in Table settings |
In both the Prepare payments and Payment status tabs, the current labels, describing the chosen view in Table settings, have been replaced with new ones. |
Purchase to Pay |
Outgoing Payment |
9.76 |
2024-01-09 |
Change |
All |
| The "Resend and close" button not working |
The "Resend and close" button was not working when the VNEPS-BatchPaymentsV2 feature toggle was active.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.76 |
2024-01-09 |
Bug |
All |
| Improvements to the claims validation process in the Expense inbox |
The claims validation process in Expense inbox (EP50604S) has been refactored and improved for better performance. This is only available for certain companies. |
Accounting |
Time & Expense |
9.76 |
2024-01-09 |
Change |
All |
| Credit note now subtracted from invoice when creating customer payment via API |
Earlier, when creating a customer payment with an invoice and a credit note using the CustomerPayment API endpoint, the credit note was not subtracted from the invoice. This has now been fixed. |
API |
API |
9.76 |
2024-01-09 |
Bug |
All |
| Previously incorrect sales price for orders created by API |
Earlier, for orders using sales price worksheets with effective periods, the POST SalesOrderV1 and POST SalesOrderV2 endpoints used incorrect sales prices. This has now been fixed. |
Order To Cash |
Sales Order |
9.76 |
2024-01-09 |
Bug |
All |
| New section "childRecord" available on the CustomerInvoice GET operation |
A new section "childRecord" is now available on the following endpoints' response message:
-GET/controller/api/v1/customerinvoice
-GET/controller/api/v1/customerinvoice/{invoiceNumber}
This shows the details of the child customer for which the invoice has been sent to the parent customer. |
API |
API |
9.76 |
2024-01-09 |
Change |
All |
| Improved performance on GET SupplierInvoice endpoint |
The performance of the GET SupplierInvoice endpoints has been improved.
The new endpoint will be tested by a small number of clients in the beginning. Once the pilot testing phase is completed, the improvement will be enabled for everyone. |
API |
API |
9.76 |
2024-01-09 |
Change |
All |
| Extra validation and additional improvement to the PUT TimeCard endpoint |
The PUT TimeCard endpoint now has an extra validation when neither Summary nor Materials have been added to the payload. The following error message "Update payload should contain at least a Summary or Materials." will be displayed. |
API |
API |
9.76 |
2024-01-09 |
Bug |
All |
| Improved matching of incoming payments when receiving and processing account statements from the AutoPay inbox |
The matching of incoming payments when importing account statements from AutoPay has been improved.
In some cases, the file from AutoPay includes both structured and unstructured remittance info. Earlier the system matched based on the unstructured info. This has now been changed so that the system matches based on the structured info and, if no match is found, the unstructured info is used. |
Accounting |
Payment |
9.76 |
2024-01-09 |
Bug |
All |
| Change of invoice balance when adding rounding difference |
In scenarios where editing the rounding field on a pre-booked purchase invoice document (AP301000), the invoice balance changed and the document could not be released.
This has now been fixed, and it is no longer possible to edit the rounding amount when the document is pre-booked. |
Purchase To Pay |
Supplier Ledger |
9.76 |
2024-01-09 |
Bug |
All |
| Invoices approved in Approval not automatically released |
In the previous version, in a particular case, invoices approved in Approval were not automatically released (even if the setting was ON).
This issue has now been fixed. |
Purchase To Pay |
Approval |
9.76 |
2024-01-09 |
Bug |
All |
| Replacement cost columns now only available for Sales profit viewer |
The Replacement unit cost and Replacement cost total columns are no longer available when you do not have the Sales profit viewer role. |
Order To Cash |
New Sales Order |
9.77 |
2024-01-16 |
Bug |
All |
| New section "parentRecord" available on the Salesorder GET operation |
A new section "parentRecord" is now available on the following endpoints' response message:
-GET/controller/api/v1/salesorder
-GET/controller/api/v1/salesorder/{orderNbr}
-GET/controller/api/v2/salesorder
-GET/controller/api/v2/salesorder/{orderNbr}
This shows the details of the parent customer to which the invoice has been sent from the child customer. |
API |
API |
9.77 |
2024-01-16 |
Change |
All |
| Location endpoint now returns 400 instead of 500 error when request has incorrect data |
Earlier, Location endpoints returned a 500 internal server error for requests containing an invalid postcode or an incorrect business account. This has now been corrected so that a 400 bad request error will be returned in these situations. |
API |
API |
9.77 |
2024-01-16 |
Bug |
All |
| Purchase order receipt number not exposed on inventory issues, adjustment endpoint (API) |
Integrators will now have the purchase receipt number exposed in both inventory receipt API endpoints:
- GET api/v1/inventoryReceipt and
- GET api/v1/inventoryReceipt/{inventoryReceiptNumber} API endpoints |
Order To Cash |
Inventory |
9.77 |
2024-01-16 |
Change |
All |
| New field "consolidateInvoices" available on the Customer endpoints |
A new field "consolidateInvoices" is now available on the following endpoints' response message:
-GET/controller/api/v1/customer/{customerCd}
-GET/controller/api/v1/customer
-POST/controller/api/v1/customer
-PUT/controller/api/v1/customer/internal/{internalID}
-PUT/controller/api/v1/customer/{customerCd}
This shows if the customer has the Consolidate invoices check box selected in the Customers (AR303000) window. The API documentation will be updated after the pilot phase is done. |
API |
API |
9.77 |
2024-01-16 |
Change |
All |
| Manually imported document from the IA20200S window triggered invoice response |
When "Invoice response messages" service is activated in the Autoinvoice settings (CS10250S) window, this will enable the company to both send and receive these type of messages.
The behaviour under this feature has now been fixed and documents inserted from the manual import screen (IA20200S) are excluded from the messaging. |
Purchase To Pay |
AutoInvoice Receiving |
9.77 |
2024-01-16 |
Bug |
All |
| Discount transferred to purchase receipts created via POST |
For purchase receipts created via POST with "linetype" added, discounts are now transferred from the purchase order to the purchase receipt. |
Order to Cash |
Purchase order |
9.77 |
2024-01-16 |
Bug |
All |
| Error when clicking the Groups option in several reports |
There was a general problem with reports.
When clicking on the "Groups" icon in different reports, you got an error message.
This has now been fixed. |
General |
Setup of new companies |
9.77 |
2024-01-16 |
Bug |
All |
| New general functionality for exporting from grids to file (Excel) |
Export to file (Excel)
New general functionality for exporting from grids to file (Excel).
Clicking the arrow icon for Excel export, you can select which type of export format you want.
- Excel, same functionality as before
- CSV, general file export format with only data records. |
General |
General |
9.77 |
2024-01-16 |
Change |
All |
| Improved search when incorrect or missing organisation number. |
When updating an existing customer or supplier with incorrect or missing organisation number, we will now use the company name as a fall-back. This works for SE & NO.
Previously, you would have to do a manual search by writing the company name, with this improvement, we will automatically do this search based on the company name. |
General |
Hämta företagsinformation |
9.77 |
2024-01-16 |
Change |
SE |
| Order type subaccount mask error |
When the subaccount mask for an order type is missing subaccount segments, you will no longer get the error 'Defined subaccount mask can't have less characters than segment summary length'. Instead, the missing subaccount segment values will now be retrieved from the item set on the order line. |
API |
New Sales Order |
|
2024-01-23 |
Bug |
All |
| Inquiry windows not based on generic inquiry routine not responding to export command from Excel/CSV droplist |
Inquiry windows not based on the generic inquiry routine did not respond to the export command from Excel/CSV droplist.
This has now been fixed. |
Architecture |
Architecture |
9.78 |
2024-01-23 |
Bug |
All |
| New endpoint v2/salesorder/[orderType]/[orderNumber]/action/sendbymail |
The new endpoint v2/salesorder/[orderType]/[orderNumber]/action/sendbymail initiates the process of sending an order by email. |
API |
API |
9.78 |
2024-01-23 |
Change |
All |
| System internal change breaking import ARM report from template functionality |
A system internal change broke the import ARM report from template functionality. An error was thrown while importing and the action was getting aborted.
This has now been fixed. |
Accounting |
Registration |
9.78 |
2024-01-23 |
Bug |
All |
| Improved performance of POST v1/purchaseorder |
The POST v1/purchaseorder endpoint is now up to 1,6 times faster than before. |
API |
API |
9.78 |
2024-01-23 |
Change |
All |
| Delete reconciliation statement when having own number sequence per cash account |
When having own number sequence for reconciliation statement per cash account and you deleted a reconciliation statement (CA302000) with a reconciliation number that also existed for other accounts, the transactions for all accounts were released, so they showed up in a new reconciliation statement.
This has now been fixed. |
Accounting |
Cash Management |
9.78 |
2024-01-23 |
Bug |
All |
| Performance improvement on Journal reconciliation window (GL30201S ) |
The performance on the Journal reconciliation window (GL30201S ) has been improved. |
Accounting |
GL Reconciliation |
9.78 |
2024-01-23 |
Bug |
All |
| Pick list email subject line corrected |
When you send a pick list by email from the Pick list (SO644000) report, the subject line will no longer contain 'Invoice'. The subject line now starts with 'Pick list from'. |
Order To Cash |
Sales Order |
9.78 |
2024-01-23 |
Bug |
All |
| Historical purchase receipt accrual summary values now all in base currency |
Earlier, the Historical purchase receipt accrual summary (PO63050S) report would not show all purchase receipt values in the base currency, leading to an incorrect Total.
This has now been fixed and all values are in the base currency, regardless of the currency used in individual purchase receipts. |
Purchase to Pay |
Purchase order |
9.78 |
2024-01-23 |
Bug |
All |
| 4-eyes principle introduced for supplier/employee payment details |
Introducing the Supplier payment details 4-eyes principle feature, a robust safeguard against fraudulent transactions. This cutting-edge security measure ensures that no payment is processed without a thorough review by a second authorised individual, different from the accountant adding payment details against a supplier or a customer.
To enable the 4-eyes principle, navigate to the Enable/Disable functionalities (CS100000) window and select the "Four eyes principle" option. Once activated, all users will gain access to the "Approve bank details"(AP50950S) window. However, the ability to approve bank details will be restricted for the user initiating or updating the bank details for a supplier or customer, ensuring an additional layer of security and oversight in the approval process.
This functionality is implemented under a feature toggle. |
Purchase To Pay |
Outgoing Payment |
9.78 |
2024-01-23 |
Change |
All |
| Batch payments for outgoing payments (created via AP50301S) no longer showing in Batch payments (AP3050PL) |
Batch payments for the outgoing payments (created via AP50301S) are no longer showing in Batch payments (AP3050PL).
Note: all outgoing batches linked to a payment request are removed. |
Purchase To Pay |
Outgoing Payment |
9.78 |
2024-01-23 |
Change |
All |
| Financial settings tab available |
The Financials settings tab is now supported and available. This tab contains the sections Invoice contact and address and Financial information with their related fields. |
Order To Cash |
New Sales Order |
9.79 |
2024-01-30 |
Change |
All |
| Cash account search enabled in Payment status tab - details section. |
Now you are able to search transactions using cash account as searching criteria in Payment status tab - details section. |
Purchase to Pay |
Outgoing Payment |
9.79 |
2024-01-30 |
Change |
All |
| Errors when using option Preview and edit document |
When amount was changed from "Preview and edit document" it was correctly updated on the document line and in the sidebar. Also, when using Confirm payout error "Number of cash accounts to be paid coming from the request is not same as the one in database" was received.
Now both the amounts and confirm payout are updated and works as expected. |
Purchase to Pay |
Outgoing Payment |
9.79 |
2024-01-30 |
Bug |
All |
| Error "Number of cash accounts to be paid coming from the request is not same as the one in database" |
When the pay date of a document was modified, an error was received after using confirm payout: "Number of cash accounts to be paid coming from the request is not same as the one in database".
This is now fixed. |
Purchase to Pay |
Outgoing Payment |
9.79 |
2024-01-30 |
Bug |
All |
| Frontend Authentication - Support JWT refresh tokens |
Previously we had an offline access scope for authorization of Payment Service, therefore Payment Service was asking for a token every hour which implied an automated refresh of the page.
Now the authorization mechanism has changed and we are not refreshing the page every hour.
Limitations:
If you share the same connect session across multiple tabs, refresh tokens will only work for one tab. The second tab will be refreshed as before. This limitation is acknowledged, and although we explored a potential fix, it was deemed a security concern. As refresh tokens can be valid for up to a day, sharing a browser in such a scenario could grant unintended access and the ability to issue payments on behalf of another user's company. |
Purchase to Pay |
Outgoing Payment |
9.79 |
2024-01-30 |
Change |
All |
| Deviation message implemented in Process Payment window |
Deviation message implemented in Process Payment window for the scenario when "4 eyes Principle" option is active and bank details are not approved by a second user. |
Purchase to Pay |
Outgoing Payment |
9.79 |
2024-01-30 |
Change |
All |
| Display error in Process payments in a company |
Previously only 24 documents were displayed in Prepare Payments tab even the selection was for 25. This is now fixed. |
Purchase to Pay |
Outgoing Payment |
9.79 |
2024-01-30 |
Bug |
All |
| Fixed asset net value report and assets with multiple books |
The fixed asset net value report (FA613000) showed some wrong values when multiple books were in use for an asset.
This has now been fixed. |
Accounting |
Fixed Assets |
9.79 |
2024-01-30 |
Bug |
All |
| Create customer and supplier refunds without applications |
It is now possible to create supplier and customer refunds without application from the Process bank transactions (CA306000) and Process incoming payments (AR305000) windows. |
Accounting |
Cash Management |
9.79 |
2024-01-30 |
Change |
All |
| Error on customised inquiry Suppliers (AP3030PL) |
In the previous version, there was an error in the Supplier list (AP3030PL) window if it had been customised.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.79 |
2024-01-30 |
Bug |
All |
| VAT report type "Weekly" removed from the list for VAT periods and tax agencies |
The option Weekly is removed from the report types for VAT periods in the VAT periods (TX207000) and Suppliers (AP303000) windows in the Tax agency settings tab.
It's not been used by any companies and after the changes to allow changing VAT periods in the active year, Weekly was not included in the calculation of the change. |
Accounting |
Reporting to Government |
9.79 |
2024-01-30 |
Change |
All |
| Enter both From and To account in General ledger transactions with VAT |
There are changes in General ledger transactions with VAT (TX40500S) for From and To account. If you enter a value in one of these columns, you have to enter value in the other one as well.
You will get an warning in the column that is empty.
This is done to improve performance since it worked as either From account and all others with a higher number or To account and all others with a lower number. |
Accounting |
Reporting to Government |
9.79 |
2024-01-30 |
Change |
All |
| Warning message wrongly shown in Process bank transactions |
In the Process bank transactions ( (CA306000) window, a warning message is shown if the application amount is different from the received amount.
In some cases, this warning message remained after the user had corrected it, and the application amount and the received amount were equal.
This has now been fixed. |
Accounting |
Cash Management |
9.79 |
2024-01-30 |
Bug |
All |
| Selected lines remain selected when clearing filter in Create purchase orders window |
In the Create purchase orders (PO505000) window, selected lines no longer become deselected when you do the following procedure:
1 filter on a supplier,
2 select the lines you want to process,
3 clear the filter.
Selected lines will now remain selected after doing this procedure. |
Order To Cash |
Purchase Order |
9.79 |
2024-01-30 |
Bug |
All |
| Emailed included in GET/SalesOrder |
Emailed fields has now been added to GET/SalesOrder |
API |
New Sales Order |
9.80 |
2024-02-06 |
Change |
All |
| Support for interactive-API |
Using Sales order v3 with interactive-API authentication is now supported. |
API |
New Sales Order |
9.80 |
2024-02-06 |
Change |
All |
| Description reset on time cards for projects after correction
|
Earlier, when the description on a line with project and project task had been modified and the time card then was corrected (EP305000) , the description defaulted back to the project task description. This has now been fixed. |
Accounting |
Time & Expense |
9.80 |
2024-02-06 |
Bug |
All |
| Unspecified subaccount segments now replaced with default segment values when creating documents via CustomerInvoice endpoint |
When you create documents with partially set subaccount segment values via the CustomerInvoice endpoint POST operation, the system will now replace the unspecified segments with default segment values. The default segment values are retrieved according to the setting 'Combine sales sub. from' in the Customer ledger preferences (AR101000) window. |
API |
API |
9.80 |
2024-02-06 |
Change |
All |
| Row set renumbering option not updating formulas containing line numbers |
For companies that have activated the multi-language feature and edited Financial statements reports (ARM), the formulas were language related.
If you used the Renumbering function (CS206010), this did not update the formulas and so you ended up having to manually change the formulas.
The formulas are not language related, so now this column does not have the language option.
It is the System local default language formula that will be used after the language option has been removed from this column. |
Accounting |
GL Reconciliation |
9.80 |
2024-02-06 |
Bug |
All |
| Improved performance on GET SupplierInvoice endpoint |
The performance of the GET SupplierInvoice endpoints has been improved.
Issues that were found with some of the available parameters during earlier activation have been fixed. The improved endpoint will be activated for all companies. |
API |
API |
9.80 |
2024-02-06 |
Bug |
All |
| Invoices sent to AutoInvoice correctly marked as 'Sent to AutoInvoice' |
Earlier, in some circumstances, invoices that were sent to AutoInvoice did not have the 'Sent to AutoInvoice' check box selected in the Sales invoices (AR301000) window. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.80 |
2024-02-06 |
Bug |
All |
| Changes in General ledger transactions with VAT and VAT account control details now showing inventory return transactions |
Changes in General ledger transactions with VAT (TX40500S) and VAT account control details (TX40400S) are now showing Inventory return transactions.
Cash management transactions with VAT having gross handling are now showing the correct sign. |
Accounting |
Reporting to Government |
9.80 |
2024-02-06 |
Bug |
All |
| New field "directDebitMandate" available when using the CustomerInvoice endpoint |
A new field "directDebitMandate" is available when using the CustomerInvoice endpoints on the following operations:
- GET /api/v1/customerinvoice/{invoiceNumber}
- GET /api/v1/customerinvoice
- PUT /api/v1/customerinvoice/{invoiceNumber}
- POST /api/v2/customerinvoice |
Order To Cash |
Customer Ledger |
9.80 |
2024-02-06 |
Change |
All |
| New field "Branch" available when using the Customer endpoint |
A new field "Branch" is available when using the Customer endpoints on the following operations:
- GET api/v1/customer/{customerCd}
- GET api/v1/customer/internal/{internalID}
- GET /api/v1/customer
- PUT api/v1/customer/{customerCd}
- PUT api/v1//customer/internal/{internalID}
- POST /api/v1/customer |
Order To Cash |
Customer Ledger |
9.80 |
2024-02-06 |
Change |
All |
| Schedules stuck in the Automation schedules window |
In the Automation schedules window (SM205020), in some scenarios, the last execution result (status) was displayed as "Waiting/running" forever.
This has now been fixed. |
General |
System Service |
9.80 |
2024-02-06 |
Bug |
All |
| Error with bank account validation in processing of payments |
In the previous version, validation of bank account was not done automatically when creating the supplier from the Invoice inbox.
The customer was not able to process an invoice in the Process payments (AP50301S) window because the bank account was not validated. The error message was “The bank account is invalid. Please fix the bank account for this supplier”. In the Suppliers (AP303000) window, there was the message “The payment detail value is not yet validated. Please validate it.”
This has now been fixed. |
Purchase To Pay |
Outgoing Payment |
9.80 |
2024-02-06 |
Bug |
All |
| Column "Supplier name" displayed only after reset to defaults |
Previously, when selecting list view , the column "Supplier name" was displayed only after reset to defaults.
This has now been fixed, the column is displayed automatically as default. |
Purchase to Pay |
Outgoing Payment |
9.81 |
2024-02-13 |
Bug |
All |
| Toggle to filter the payments not correctly processed |
A toggle was added inside payment requests. This toggle is displayed only when there are payments stuck in status Printed and they are actually Paid in AutoPay. The status for these payments will be displayed as ”Incomplete” in the Payment status tab, details view.
Once the payment is corrected, the status will be updated according to the AutoPay status. |
Purchase to Pay |
Outgoing Payment |
9.81 |
2024-02-13 |
Change |
All |
| New status for payments stuck in printed status |
When payments are stuck in status Printed and they are Paid in AutoPay, the status for these payments will be shown as ”Incomplete” in the Payment status tab, details view.
Once the payment is corrected, the status will be updated according to the AutoPay status. |
Purchase to Pay |
Outgoing Payment |
9.81 |
2024-02-13 |
Change |
All |
| Incoming payments presented wrongly in Process incoming payments window. |
When receiving an incoming payment file including an invoice and a credit note that is linked, so the credit note is closed, both the invoice and the credit note was shown as Receipts in the Process incoming payments window. This has now been fixed, but the fix will be behind a feature toggle until it has been tested by pilot customers. |
Accounting |
Payment |
9.81 |
2024-02-13 |
Bug |
All |
| Incoming payment shown as disbursement in Process incoming payments window |
When an incoming payment file included a batch payment with one or more invoices and a credit note, and the system only found match on the credit note, the paid amount was shown in the Disbursement column instead of the Receipt column (AR305500).
This has now been fixed. |
Accounting |
Payment |
9.81 |
2024-02-13 |
Bug |
All |
| SupplierSubaccount now exposed in Supplier endpoint |
You are now able to GET/POST/PUT the supplier ledger subaccount in the Supplier endpoint. The Supplier ledger sub field is available as supplierSubaccount. See the swagger documentation for more information. |
API |
API |
9.81 |
2024-02-13 |
Change |
All |
| Error when changing customer on sales order |
Earlier, when trying to change the customer on a sales order (SO303000), you got an error message saying "Unable to cast object of type 'BAccountR' to type 'PX.Objects.CR.BAccountR'."
This has now been fixed. |
Order To Cash |
Sales Order |
9.81 |
2024-02-13 |
Bug |
All |
| Automatic notification sending emails to BCC only |
Earlier, automatic notifications only sent emails to BCC.
This has now been fixed. |
Purchase to Pay |
Purchase order |
9.81 |
2024-02-13 |
Bug |
All |
| Select documents pop-up in Process bank transactions and Process incoming payment windows not showing/loading documents |
The Select documents pop-up in the Process bank transactions (CA306000) and Process incoming payment (AR305000) windows did not show/load the documents when a pipe was a part of a reference number or description on the invoice (customer and supplier).
This has now been fixed. |
Accounting |
Cash Management |
9.81 |
2024-02-13 |
Bug |
All |
| GET Supplier endpoint not displaying details on supplierPaymentMethodDetails correctly |
Earlier, there was a bug in GET Supplier endpoint in regards to supplierPaymentMethodDetails. This has now beens fixed and supplierPaymentMethodDetails are displayed based on paymentMethod. |
Purchase To Pay |
Supplier Ledger |
9.81 |
2024-02-13 |
Bug |
All |
| Claim summary report from Expense available in ERP |
The claim summary report (PDF file) created in Expense is now available on the claim in the Expense Inbox (EP50604S) window, the claim in Expense claims (EP301030) window and on the purchase invoice in Purchase invoices (AP301000/PL) window. To open the report, click the file icon. |
Accounting |
Time & Expense |
9.81 |
2024-02-13 |
Change |
All |
| Country code MK updated to REPUBLIC OF NORTH MACEDONIA |
The name of country code MK has been updated to "REPUBLIC OF NORTH MACEDONIA". |
General |
Setup of new companies |
9.81 |
2024-02-13 |
Change |
All |
| Purchase receipt with discount and partially invoiced amount resulting to wrong calculation in Purchase receipt accrual summary |
Purchase receipt with discount and partially invoiced amount resulted to wrong calculation in the Purchase receipt accrual summary (PO630500) report.
This has now been fixed. |
Purchase to Pay |
Purchase order |
9.81 |
2024-02-13 |
Bug |
All |
| Adding purchase order to purchase receipt showing purchase order with 0 amount |
Earlier, adding a purchase order to a purchase receipt (PO302000) showed the purchase order with 0 amount. This has now been fixed. |
Purchase to Pay |
Purchase order |
9.81 |
2024-02-13 |
Bug |
All |
| Selecting an inactive customer location for new projects |
Earlier, it was possible to select an inactive customer location for new projects (PM301000). This has now been fixed. |
Accounting |
Project |
9.81 |
2024-02-13 |
Bug |
All |
| Information about e-invoice receiver on customers |
We have implemented support to check if a customer can receive e-invoices or not. This information can be found under the tab "Extra information" when creating or updating a customer. |
General |
Hämta företagsinformation |
9.81 |
2024-02-13 |
Change |
SE |
| Change status BackOrder to Hold |
You can now change an order's status from BackOrder to Hold. |
API |
New Sales Order |
9.82 |
2024-02-20 |
Bug |
All |
| ModifiedSince in GET/Inventory now works correctly |
In GET/Inventory, when you filter based on ModifiedSince, the filtering now works correctly.
In addition, the ModifiedSince now filters on the warehouse level, instead of on the warehouse location level. |
API |
New Sales Order |
9.82 |
2024-02-20 |
Bug |
All |
| 503 Service unavailable error fixed |
Earlier, in some scenarios related to having specific discounts, you received the error "503 Service unavailable". This has now been fixed. |
API |
New Sales Order |
9.82 |
2024-02-20 |
Bug |
All |
| Deprecated fields on Account endpoint |
The following fields are deprecated and will be removed on 20th of February 2024:
- ExternalCode1
- ExternalCode2
- AnalysisCode
They should be replaced by fields: ExternalCode1Info, ExternalCode2Info, AnalisysCodeInfo, which contain more details. |
API |
API |
9.82 |
2024-02-20 |
Change |
All |
| POST SupplierPayment inserting debitadj into the payment and hold is set to false in payload |
There was an issue, if a payment method was used, which does not have the additional processing “Create batch payment” and instead set to not required (CA204000). In this case, the Hold option can be set to false.
The issue was located in a specific scenario;
- Hold was set to false in the payload
- Payment method used is not requiring batch payment
- Including debit adjustment into the payment
The validation of payment amount would deny the insert. This has now been fixed.
When posting a Supplier payment, by default the behaviour of Hold is set to true in the payload. With the "batch payment required", the Hold option can't be removed. |
API |
API |
9.82 |
2024-02-20 |
Bug |
All |
| Performance improvement for SAF-T report and General ledger transactions with VAT |
Some customers have reported timeout when running the SAF-T report (TX50600S) and General ledger transactions with VAT (TX40500S). To fix this, changes have been made for the extraction of the data to perform faster. |
Accounting |
Reporting to Government |
9.82 |
2024-02-20 |
Bug |
All |
| Schedule disabled if it has crashed more than 10 times in a row due to invalid schedule definition |
There is a general change for scheduled windows (SM205020):
Active schedules that do not start successfully due to bad or wrong data in the schedules filter values, will now be set as Inactive after 10 tries.
To correct this, the schedule must be opened, data corrected, and flag for active schedule must be set manually. |
General |
System Service |
9.82 |
2024-02-20 |
Change |
All |
| Attachments available in the Approve supplier bank details window |
In the "Approve supplier bank details" (AP50950S) window, there is a new "Files" column where you can view and access attachments available in the Suppliers (AP303000) window for each supplier. By clicking the "View" link next to a supplier's name, the attachment will open in a new tab. To enhance tracking, each attachment name begins with the supplier number. |
Purchase To Pay |
Outgoing Payment |
9.82 |
2024-02-20 |
Change |
All |
| "Last modified by" column now available in Approve supplier payment details window (AP50950S) |
You have now the option to check who has last modified the supplier bank details directly in the Approve supplier payment details window (AP50950S) because you have a new column called "Last modified by" showing this information. |
Purchase To Pay |
Outgoing Payment |
9.82 |
2024-02-20 |
Change |
All |
| File types .msg and .eml available as email attachments to documents |
Types .msg and .eml have now been added as allowed file types.
Now emails saved as these file types can be attached to documents in the system. |
General |
Setup of new companies |
9.82 |
2024-02-20 |
Change |
All |
| Error fixed in import scenario for sales invoices |
Earlier, when you used import scenarios to create/update sales invoices, the system displayed the error "1 items have not been processed successfully. View name: Document". This has now been fixed. |
Order To Cash |
Customer Ledger |
9.82 |
2024-02-20 |
Bug |
All |
| PATCH for order and order line note |
You can now update (PATCH) an order's notes and line notes, for all order statuses. |
API |
New Sales Order |
9.83 |
2024-02-27 |
Bug |
All |
| Support for Quantity on hand and available, and link to incoming and outgoing quantities |
For order lines, the following columns have been added:
- Quantity on hand
- Quantity available
- Quantity details
The Quantity details column contains a link to the Inventory allocation details (IN402000) window, where you can view the incoming and outgoing quantities for the line item and warehouse. |
Order To Cash |
New Sales Order |
9.83 |
2024-02-27 |
Change |
All |
| New view available in Table settings: Supplier overview |
You now have access to a new feature in the table settings named "Supplier overview". This improved functionality provides you with a clearer summary of the documents to track and pay and their overall summary amounts. To activate this new view, navigate to the table settings options and select the "Supplier overview" view. Please note that this feature is initially available only to a select group of pilot customers, as it is controlled by a feature toggle. |
Purchase to Pay |
Outgoing Payment |
9.83 |
2024-02-27 |
Bug |
All |
| New payment request statuses |
You can now track the progress of your payment requests even better with the new AutoPay statuses.
You have now the following statuses available:
- In Progress
- Failed
- Error
- Archived (empty payment requests or credit note + purchase invoice amount = 0)
- Partly sent to Autopay (only for payment requests containing documents without payments or batches due to sequence number issues)
- Sent to AutoPay (at least one payment sent to AutoPay)
- Cancelled in AutoPay (all payments are cancelled in AutoPay)
- Sent to Bank (at least one payment sent to Bank)
- Rejected by the Bank (if the entire payment request is rejected/ all payments in the intent are rejected by the Bank)
- Completed in AutoPay (at least one payment paid) |
Purchase to Pay |
Outgoing Payment |
9.83 |
2024-02-27 |
Change |
All |
| Release of purchase invoice via API missing link to batch, invoice stuck in Balanced status |
This specific problem occurred in some occasions during heavy API load together with overlapping actions, where the released purchase invoice may have incorrectly remained in the Balanced status after it was released via SupplierInvoice endpoint.
In this scenario the full release operation was not able to finish. Meaning, even though the release process was successful and a batch was created, if the batch failed to link the documents (the Financial details tab not showing a link to the batch no.), due to this the purchase invoice document remained in the Balanced status.
The fix has been added under a feature toggle and will be initially activated for specific companies only. Within the fix behaviour added a retry for the release from API, if the release fails due to concurrency. Fix will later be included into all companies. |
API |
API |
9.83 |
2024-02-27 |
Bug |
All |
| Warning limit 1000 lines in export to Excel/CSV |
In export to Excel/CSV from inquiry windows, the limit for warning is now changed to 10000 lines. |
Architecture |
Architecture |
9.83 |
2024-02-27 |
Change |
All |
| Expense attachment file name in Inbox aligned with file name used by Expense service |
In version 9.81, the claim report from Expense was made available in some windows. In this release, the filename of the claim report has been aligned to include the internal reference number of the claim in VnE and the claim ID from Expense. In addition, this file is a read-only and cannot be deleted from the File maintenance window (SM202510). |
Accounting |
Time & Expense |
9.83 |
2024-02-27 |
Change |
All |
| Fixed error message POST/controller/api/v1/PurchaseReceipt |
Earlier, in some circumstances, the endpoint POST/controller/api/v1/Purchase returned an error message. This has now been fixed. |
API |
API |
9.83 |
2024-02-27 |
Bug |
All |
| Reversing disposals several times not working correctly |
Reversing a disposal in the Fixed assets (FA303000) window did not work as expected when done multiple times. This issue has now been fixed and the disposal can now be reversed and done multiple times without problems |
Accounting |
Fixed Assets |
9.83 |
2024-02-27 |
Bug |
All |
| Improved performance on GET SupplierInvoice endpoint |
The performance of the GET SupplierInvoice endpoints has been improved.
The issue that was found during activation earlier (Version 9.80) where some of the response fields were being excluded has now been fixed.
The improved endpoint will be activated for all companies. |
API |
API |
9.83 |
2024-02-27 |
Bug |
All |
| POST SalesOrder with TenantID authentication works normally again |
POST SalesOrder with TenantID authentication no longer gives error message 'Object reference not set to an instance of an object.'. |
API |
API |
9.83 |
2024-02-27 |
Bug |
All |
| Group discounts subtracted from Order total on quotes |
For orders of the QT type, the Order total no longer fails to subtract group discounts. |
Order To Cash |
Sales Order |
9.83 |
2024-02-27 |
Bug |
All |
| Improved performance of PUT v1/purchaseorder/{purchaseOrderNumber] |
The performance of the PUT v1/purchaseorder/{purchaseOrderNumber] endpoint has been improved. Updating lines is now approx. 40 % faster than before. |
API |
API |
9.83 |
2024-02-27 |
Change |
All |
| New .csv file export options in User settings |
In the User settings (SM203010) window, there are 2 new check boxes under "Csv file export settings"
- Add separator after last column in csv file. If this is unticked, then no ; will be added after the last column
- Force leading zeroes. If this is unticked, then ' will be removed from all char fields. Leading zeros will then not be shown in Excel.
Additionally, the check box "Export Excel as CSV file" has been removed. |
Architecture |
Architecture |
9.83 |
2024-02-27 |
Change |
All |
| Check box "Use basic payment process" removed from Branches window |
In the Branches (CS102000) window, the check box "Use basic payment process" has been removed, since all companies now use the new process. |
SecDevOps |
Branch |
9.83 |
2024-02-27 |
Change |
All |
| Customer/directdebit endpoint now shows all mandates with/without branch selected, branch field available in response |
The following issues have been fixed for the GET operation for endpoint customer/directdebit:
- the results are no longer missing the information regarding mandates without branch selected,
- the branch field is now available in the response message. |
Order To Cash |
Customer Ledger |
9.83 |
2024-02-27 |
Bug |
All |
| Warehouse location for return order lines |
Now the warehouse location in order lines is set correctly for the return orders |
API |
New Sales Order |
9.84 |
2024-03-05 |
Bug |
All |
| Activated upload of CAMT053 files for SE, NO, DK and FI |
It's now possible to upload CAMT053 in the Import bank transactions window in all countries. You have to activate Upload file manually for the cash account. |
Accounting |
Cash Management |
9.84 |
2024-03-05 |
Change |
All |
| POST/PUT via Supplier endpoint not allowing certain combinations of account and subaccount to be used when restricted combination would be met during the call |
Earlier, you could not create or update a supplier via the Supplier endpoint with account and subaccount restrictions in place.
The issue took place in a scenario where the account and subaccount starting values from the default supplier class would come across a restricted combination during the insert of new values. Error denied the call if a restricted combination was recognised, while updating the fields from the defaults to new values. This has now been fixed for the following endpoints:
- POST /api/v1/Supplier
- PUT /api/v1/Supplier/{supplierCd}
This will be released only for pilot customers at first. |
API |
API |
9.84 |
2024-03-05 |
Bug |
All |
| New message in SAF-T report window for saving changes in Subaccounts tab |
When you make changes in the Subaccounts tab in the SAF-T report (TX50600S) window, a message will now be displayed prompting you to save the changes before you send or download the report. |
Accounting |
Registration |
9.84 |
2024-03-05 |
Change |
All |
| Error when using the function Load documents in Process bank transactions window |
When creating a payment and clicking the function Load documents in the Process bank transactions (CA306000) window, you got an error message if the customer/supplier did not have any open documents. This has now been fixed. |
Accounting |
Payment |
9.84 |
2024-03-05 |
Bug |
All |
| Create/update customer via Customer endpoint with account and subaccount restrictions fixed |
Earlier, you could not create or update a customer via the Customer endpoint with account and subaccount restrictions. This has now been fixed for the following endpoints:
- POST /api/v1/customer
- PUT /api/v1/customer/{customerCd}
- PUT /api/v1/customer/internal/{internalID}
This will be released only for pilot customers at first. |
API |
API |
9.84 |
2024-03-05 |
Bug |
All |
| External link information on sales order line copied to customer invoice |
Earlier, when you prepared an invoice directly from a sales order, the External link column information was missing on the customer invoice. This has now been fixed. |
Order To Cash |
Sales Order |
9.84 |
2024-03-05 |
Bug |
All |
| Generating a new RE-1301 report failing |
There was an error that prevented you from generating a new RE-1301 report (TX50200S). This was caused by a missing update of the status and that disabled the Generate button.
This has now been fixed. |
Accounting |
Reporting to Government |
9.84 |
2024-03-05 |
Bug |
All |
| Generic inquirires based on AUSchedule table giving an error message when executed |
Generic inquirires based on AUSchedule table gave an error message when executed if the new column "StartErrorCounter" was not included in the result set. |
General |
System Service |
9.84 |
2024-03-05 |
Bug |
All |
| Four eyes principle for One-time, On hold, Hold Payments, or Inactive suppliers and Employees |
You are now able to apply the Four eyes principle for One-time, On hold, Hold Payments, or Inactive suppliers on one hand, together with the Employees on the other hand. |
Purchase To Pay |
Outgoing Payment |
9.84 |
2024-03-05 |
Bug |
All |
| isRotRutDeductible added to GET |
"isRotRutDeductible" is added to GET/api/v3/SalesOrders/{type}/{orderId}
BREAKING CHANGE:
This will replace the current "isRotRutDeductable" field. The field "isRotRutDeductable" will be removed after 30th of June 2024 |
API |
New Sales Order |
9.85 |
2024-03-12 |
Bug |
All |
| Correct default Purchase order source for order line |
When an item has a specified replenishment source, the default Purchase order source for the order line is now set correctly. |
API |
New Sales Order |
9.85 |
2024-03-12 |
Bug |
All |
| Prepare VAT report with unreleased document from the reporting period failing |
The missing warning of unreleased documents from the reporting period (TX501000) has been fixed and you will get the warning for these documents. |
Accounting |
Reporting to Government |
9.85 |
2024-03-12 |
Bug |
All |
| Warning about unreleased documents in Prepare VAT report |
The warning of unreleased documents during Preparing VAT report (TX501000) and you did not find any documents that are balanced or on hold in this period or previous periods has been fixed.
That was caused by supplier prepayments that were included in the selection for the VAT report. |
Accounting |
Reporting to Government |
9.85 |
2024-03-12 |
Bug |
All |
| Split of fixed assets with salvage amount |
There was an issue where the split of fixed assets (FA506000) with salvage amount gave the original salvage amount on the initial fixed asset. The issue has now been fixed and now, after the split the initial fixed asset shows the correct split salvage amount and the calculations are made based on this value |
Accounting |
Fixed Assets |
9.85 |
2024-03-12 |
Bug |
All |
| Rounding issues when amounts paid in bank not 100% matching to the sent paid amounts in ERP due to rounding rules |
When an invoice in a foreign currency was paid from a cash account in base currency, sometimes due to rounding, an error message was received. There is a limitation for the RGOL Amount set to 0.90.
This has been fixed and the difference is set to RGOL amount, AutoPay message is successfully processed and the payment is closed |
Purchase To Pay |
Outgoing Payment |
9.85 |
2024-03-12 |
Bug |
All |
| Hide/unhide expense claims in the Expense inbox |
In this version, we are releasing a new feature in the Expense inbox window, hide/unhide claims. An expense claim in status 'Error' can be hidden from the inbox by selecting the claim and then clicking the Hide/Unhide button. The claim is then moved to a new status, 'Hidden'. At the moment the claims can be hidden one by one. The claim can always be put back in status 'Error' by selecting the claim and clicking the Hide/Unhide button. |
Accounting |
Time & Expense |
9.85 |
2024-03-12 |
Change |
All |
| Schedule not working in Validate project balances |
Validate project balances (PM504000) window: When you had added a new schedule and tried to run it, you got an error message saying ""Error: The Run schedule button is disabled.". This has now been fixed. |
Accounting |
Project |
9.85 |
2024-03-12 |
Bug |
All |
| POST sendbymail endpoint now uses email notification template according to order type |
The POST sendbymail endpoint no longer fails to consider the order type for the email notification template. |
API |
API |
9.85 |
2024-03-12 |
Bug |
All |
| Fixed time-out when adding drop-ship purchase order to purchase return |
Earlier, in the Purchase receipts (PO302000) window for purchase returns, adding a drop-ship purchase order could take over 10 minutes and eventually time out for customers with a large amount of drop-ship purchase orders. This has now been fixed and it will take approx. 30 seconds to open the list of drop-ship purchase orders. |
Purchase to Pay |
Purchase order |
9.85 |
2024-03-12 |
Bug |
All |
| Exposed fields Banking Detail Type and Detail ID in GET Supplier Endpoint |
Within the supplierPaymentMethodDetails of GET Supplier endpoint the Detail Type and Detail ID have been included into the response. The new fields are available as:
- paymentMethodDetailBankingDetailType
- paymentMethodDetailID |
Purchase To Pay |
Supplier Ledger |
9.85 |
2024-03-12 |
Change |
All |
| Not possible to change modificable details on a released purchase invoice or retainage invoice which shared same supplier reference no |
When a supplier invoice containing retainage is released (AP301000) using the same supplier reference as the retainage invoice, it was not possible to change details of either of these documents. This has now been fixed. |
API |
API |
9.85 |
2024-03-12 |
Bug |
All |
| Cost for kit items |
Now the cost in the order line is set correctly when kit cost are set based on components and the components of the kit have different unit of measures than the order line |
API |
New Sales Order |
9.86 |
2024-03-19 |
Bug |
All |
| Support for projects |
You can now set the Project field for an order in the top part, and the project task for each order line in the Project task column. |
Order To Cash |
New Sales Order |
9.86 |
2024-03-19 |
Change |
All |
| apartment added to GET |
"apartment" is added to GET/api/v3/SalesOrders/{type}/{orderId}/rotrut
BREAKING CHANGE:
This will replace the current "appartment" field. The field "appartment" will be removed after 30th of June 2024. |
API |
New Sales Order |
9.86 |
2024-03-19 |
Bug |
All |
| When a payment contained multiple documents, the description for the payment was missing. This has now been fixed, and a text "Payment for XXXXX" was added.
For a payment type credit note, the description will be the one from the credit note document type. |
When a payment contained multiple documents, the description for the payment was missing. This has now been fixed, and a text "Payment for XXXXX" was added.
For a payment type credit note, the description will be the one from the credit note document type.
Payments created by the scheduler will have the description in the company language. The user language is used when creating a payment from the Process payments window. |
Purchase to Pay |
Outgoing Payment |
9.86 |
2024-03-19 |
Change |
All |
| You are now able to check the document reference that matches each payment directly in the first details section in Payment Status. The second level of details has been removed from this view. |
You are now able to check the document reference that matches each payment directly in the first details section on the Payment status tab. The second level of details has been removed from this view. |
Purchase to Pay |
Outgoing Payment |
9.86 |
2024-03-19 |
Change |
All |
| Task description available on Revenue and Cost budget tabs in Projects |
Starting from this version, you can see task descriptions in a separate column on the Revenue and Cost budget tabs in the Projects (PM301000) window. These have to manually added to the two grids. On the Revenue budget tab, you also have a description field that can be edited. |
Accounting |
Project |
9.86 |
2024-03-19 |
Change |
All |
| Receipt pdf file missing when the report has been approved at Skat.dk |
When the VAT report is approved by Skat.dk, the receipt message is sent from AutoReport to Visma.net ERP.
In AutoReport status, you will see the updated status and it is updated with Due date, Payment ref. and Bank account for payment and you have an attached receipt file on the report line.
If the supplier ref. and Payment ref. no are empty, these columns will be updated with Payment reference and the due date is updated. |
Accounting |
Reporting to Government |
9.86 |
2024-03-19 |
Change |
All |
| Self-employee report (RF-1301) missing settings |
There was an error occurring sometimes when you generated a Self-employee report (RF-1301)(TX50200S):
Error: Another process has deleted the 'SigmaSelfEmployeeReportSettings' record. Your changes will be lost.
This has now been fixed and was caused by missing settings for Self-employee on the Company or Branch. |
Accounting |
Reporting to Government |
9.86 |
2024-03-19 |
Bug |
All |
| POST / PUT "LandedCost > Currency" via Purchase Receipt Endpoint API |
Earlier, it was not possible to create or update "LandedCost > Currency" using POST /v1/PurchaseReceipt or PUT v1/PurchaseReceipt/{receiptNumber]. This has now been fixed. |
API |
API |
9.86 |
2024-03-19 |
Bug |
All |
| Attach files to payments from the Process incoming payments window |
Earlier, it was not possible to attach files to a payment from the Process incoming payments (AR305000) window. This has now been fixed. |
Accounting |
Cash Management |
9.86 |
2024-03-19 |
Change |
All |
| Fixed assets net value (FA61300) - Fixed assets with date placed in service in the future should be included based on period for receipt date |
The Fixed assets net value report (FA61300) was including the fixed assets based on the placed in service date and should have based on the receipt date. The report has been adjusted and now it is including the fixed assets based on their receipt date. |
Accounting |
Fixed Assets |
9.86 |
2024-03-19 |
Bug |
All |
| Packaging type length, width and height information in Shipment confirmation report |
The length, width, and height information from the Packaging types (CS207600) window is now available in the Shipment confirmation (SO64200S) report. |
Order To Cash |
Sales Order |
9.86 |
2024-03-19 |
Change |
All |
| Fixed error when confirming shipment |
Earlier, in some circumstances, you could receive an error message about 'OrigSplitLineNbr' when you tried to confirm a shipment in the Shipments (SO302000) window. This has now been fixed. |
Order To Cash |
Sales Order |
9.86 |
2024-03-19 |
Bug |
All |
| Improved performance in the Process shipments window |
Updating shipments with several thousands of lines in the Process shipments (SO503000) window is now approx. 25% faster. |
Order To Cash |
Sales Order |
9.86 |
2024-03-19 |
Change |
All |
| Improved performance on Discount and Discount V2 endpoints for GET operation |
The performance on Discount and Discount V2 endpoints for GET operation has been improved. This will be available for pilot customers first |
API |
API |
9.86 |
2024-03-19 |
Bug |
All |
| Fix for Cannot find the requested resource error |
Now when using the default column setup, you do not get the error when opening the UI |
Order To Cash |
New Sales Order |
9.87 |
2024-03-26 |
Bug |
All |
| Fix for search in Project field |
When you search for a project in the Project field in the top part, the results will no longer only highlight matching results. Now, the results will be filtered to only show matching results. |
Order To Cash |
New Sales Order |
9.87 |
2024-03-26 |
Bug |
All |
| Search result improvements in items list |
When you type search words in the Find items field, the results in the items list have been improved in the following ways:
- You will get matching results for parts of the item ID or description.
- When the results consist of several pages, items not matching the search words are no longer included. |
Order To Cash |
New Sales Order |
9.87 |
2024-03-26 |
Bug |
All |
| Purchase order numbers available on order line |
When one or more purchase orders have been created for a line, you can now see the purchase order number(s) in the new column Purchase order number on the Order lines tab.
You can click on a number to open the purchase order in the Purchase orders (PO301000) window. |
Order To Cash |
New Sales Order |
9.87 |
2024-03-26 |
Change |
All |
| Support for Email document |
You can now click Email document under Actions and initiate the process of sending the order as an email. |
Order To Cash |
New Sales Order |
9.87 |
2024-03-26 |
Change |
All |
| Order totals visible for Sales viewer |
When you only have the Sales viewer role and open an order, you will now be able to see the order totals. |
Order To Cash |
New Sales Order |
9.87 |
2024-03-26 |
Bug |
All |
| Payment requests remaining stuck in the In progress status |
An error was causing payment requests to remain stuck in the In progress status. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.87 |
2024-03-26 |
Bug |
All |
| Fixed asset depreciation report (FA615010) including fixed assets with Reversed status |
The Fixed asset depreciation report (FA615010) was including the fixed assets with the Reversed status, which should not have been included. The report has been adjusted to exclude the reversed fixed assets. |
Accounting |
Fixed Assets |
9.87 |
2024-03-26 |
Bug |
All |
| Currency rates not used in Expense receipts (EP301010) |
Earlier, when an expense receipt (EP301010) was created in a foreign currency, the currency rate was not fetched. This has now been fixed. |
Accounting |
Time & Expense |
9.87 |
2024-03-26 |
Bug |
All |
| Add 'Contract document ref.' in sales order |
You can now add the contract document reference directly in the Sales orders (SO301000) window, on the Financial settings tab. This reference is also copied to the invoice. |
Order To Cash |
Sales Order |
9.87 |
2024-03-26 |
Change |
All |
| Using Tab in the Customers window now works correctly |
Earlier, in the Customers (AR303000) window, moving from one field to another with the tab key did not work as it should. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.87 |
2024-03-26 |
Bug |
All |
| Tabs 'Attributes' and 'Marketing lists' removed from Contacts window |
The tabs 'Attributes' and 'Marketing lists' have now been removed from the Contacts (CR302000) window, since the functionality is not in use. |
Order To Cash |
Customer Ledger |
9.87 |
2024-03-26 |
Change |
All |
| Support for Excel import & export |
You can now export and import order lines to and from Excel.
Compared to the classic Sales orders (SO301000) window, there are two differences:
- When you import order lines, the column names in your Excel file need to correspond exactly to the column names in the Order lines tab table. You can not match them manually.
- You can only add order lines, you can not update existing order lines. |
Order To Cash |
New Sales Order |
9.88 |
2024-04-02 |
Change |
All |
| Changing account via bulk changes buttons was no longer working. This has now been fixed. |
Changing account via bulk changes buttons was no longer working. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.88 |
2024-04-02 |
Bug |
All |
| When checking the balance amount for invoices in foreign currency in Overlay edit mode, a wrong currency was displayed. This has now been fixed. |
When checking the balance amount for invoices in foreign currency in Overlay edit mode, a wrong currency was displayed. This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
9.88 |
2024-04-02 |
Bug |
All |
| You are now able to export all details available inside each payment request to Excel. |
You are now able to export all details available inside each payment request to Excel. |
Purchase to Pay |
Outgoing Payment |
9.88 |
2024-04-02 |
Change |
All |
| Including items with zero in balance in stocktaking count enabled |
Two new fields have been added to the Prepare stocktaking (IN504000) window:
1. Checkbox "Include items with zero stock balance"
- When this is selected, the items listed in this window will include items with zero stock balance and the last previous warehouse.
2. Date selector "Starting date to include from"
- The date selector filters the items with zero stock balance by date. For example, if you set the date to 01/01/2024, the list will only include items and locations in stock between 01/01/2024 and the current date. |
Order To Cash |
Inventory |
9.88 |
2024-04-02 |
Change |
All |
| Unit cost, Cost and Total cost added to Kit specifications window |
The columns Unit cost and Cost have been added to the components grid in Kit specifications window. Unit cost shows the cost of a single piece and Cost shows the sum of Unit cost multiplied by quantity.
Total cost has been added to the upper part of the window, which shows the total cost of all components combined. |
Order To Cash |
Inventory |
9.88 |
2024-04-02 |
Change |
All |
| Credit note opened when clicking "View source document" on a journal transaction |
In previous versions, when clicking the "View source document" button on a sales/purchase credit note in the Journal transactions (GL301000) window, you were redirected to the Customer/Supplier payments window. This has now been fixed, and you will be redirected to the Sales/Purchase invoices window.
The same fix was applied for the Account details, Voucher details and Voucher details inquiry windows. |
Accounting |
Registration |
9.88 |
2024-04-02 |
Change |
All |
| Purchase credit note approved in Approval Center not automatically released |
Previously, purchase credit notes approved in the Approval Center were not automatically released in Visma.net ERP.
This has now been fixed. |
Purchase To Pay |
Approval |
9.88 |
2024-04-02 |
Bug |
All |
| Automation schedule now processes closed invoice/credit note |
Earlier, you could not send closed invoices/credit notes in the Send invoices (AR508000) window to AutoInvoice by running an automation schedule. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.88 |
2024-04-02 |
Bug |
All |
| Reverse option disabled from the from the released retainage documents |
The retainage functionality for purchase invoices follows the same logic as for purchase credit notes. When the document has released retainage into an invoice or credit note, the “Reverse” functionalities are not supported for the retainage document created. The Reverse option has been disabled from this scenario. If a document for correction is needed, the document in this scenario needs to be manually created. |
Purchase To Pay |
Supplier Ledger |
9.88 |
2024-04-02 |
Change |
All |
| Overdue charges for multi-branch organisations are now processed under the corresponding branch |
In the Calculate overdue charges (AR507000) window, the column Branch has been added, so that you can see which branch a document belongs to.
If in a document, the branch in the Financial details tab differs from the branches on the lines in the Document details tab, the overdue charge will be created on the branch set in the Financial details tab. |
Order To Cash |
Customer Ledger |
9.88 |
2024-04-02 |
Bug |
All |
| New option "External invoice inbox" included into Enable/disable functionalities (CS100000) |
Enabling the feature "External invoice inbox" (CS100000) will hide all the existing screens/fields/columns/actions related to the existing approval and invoice inbox workflows.
Use case for this specific option is within companies where external inbox and approval flows are used instead of existing integrations. |
Purchase To Pay |
AutoInvoice Receiving |
9.88 |
2024-04-02 |
Change |
All |
| Add Purchase order option enabled for prepayments |
You are now able to add purchase orders for Prepayment documents in the Purchase invoices (AP301000) window.
Note: Adding a purchase order has been enabled only for non-stock items that do not require a purchase receipt. |
Purchase To Pay |
Supplier Ledger |
9.88 |
2024-04-02 |
Change |
All |
| Order saving time shortened |
Earlier, in certain companies, saving an order took more time than expected. This has now been fixed. |
API |
New Sales Order |
9.89 |
2024-04-10 |
Bug |
All |
| Correct default Purchase order source for order line |
When an item has a specified replenishment source, the default Purchase order source for the order line is now set correctly in the UI. |
API |
New Sales Order |
9.89 |
2024-04-10 |
Bug |
All |
| New view available in Table settings: Supplier overview |
You now have access to a new feature in the table settings named "Supplier overview". This improved functionality provides you with a clearer summary of the documents to track and pay and their overall summary amounts. To activate this new view, navigate to the table settings options and select the "Supplier overview" view. |
Purchase to Pay |
Outgoing Payment |
9.89 |
2024-04-10 |
Change |
All |
| Subaccount handling improved in Segment keys |
The Subaccount handling has been improved.
When you add a new segment in the Segment keys (CS202000) for SUBBACCOUNT, the Validate check box is selected by default.
If you go from this window to the Subbaccount wizard, you can continue the work and the new default value for the new segment will be added as if you had added the segemt in the wizard.
When you add a new segment in the Subaccount wizard step 1, a default value with zeros is added in Segment value step 2 for the new segment.
In step 3, the zero value is suggested in the new segment(s), but if you have created more values you can select a other value.
When you go to step 4, the default values will be added on all existing subaccount ID's
In step 4 and the Subbacount (GL203000) window, it's not possible to delete the default Sub ID and you will get a message if you try deleting it. |
Accounting |
Registration |
9.89 |
2024-04-10 |
Change |
All |
| Fixed assets transfer transactions not deleted due to the error that the previous location of the fixed asset was not found |
There was an issue where fixed assets transfer transactions could not be deleted, due to the error that the previous location of the fixed asset was not found.
This has now been fixed. |
Accounting |
Fixed Assets |
9.89 |
2024-04-10 |
Bug |
All |
| Timecards not getting the correct Approval status after first rejected and then approved |
Earlier, when a time card had been rejected in Approval and then resubmitted without any changes and approved, the status from Approval was not updated correctly. This has now been fixed. |
Accounting |
Time & Expense |
9.89 |
2024-04-10 |
Bug |
All |
| Historical purchase receipt accrual summary now includes total amount for purchase order with different line amounts |
Earlier, when you created and released a purchase receipt for a purchase order with several lines with different amounts, the Historical purchase receipt accrual summary (PO63050S) window would not display the receipt's total amount under Amount not yet invoiced, it would only display the amount for one line.
This has now been fixed, and the total amount on the purchase receipt is included in the Historical purchase receipt accrual summary. |
Purchase to Pay |
Purchase order |
9.89 |
2024-04-10 |
Bug |
All |
| Release kit assembly with both stock and non-stock components |
When you release a kit assembly containing both stock and non-stock components, you no longer get an error message. |
Order To Cash |
Sales Order |
9.89 |
2024-04-10 |
Bug |
All |
| Manual payments action from Purchase invoices opened wrong type with the type purchase credit note |
When action Manual payments was used from the Purchase invoices (AP301000) window, this action directed to open the type purchase credit notes into type supplier refund. This has now been fixed and this action will open the purchase credit note when actioned into AP302000. |
Purchase To Pay |
Supplier Ledger |
9.89 |
2024-04-10 |
Bug |
All |
| Use of URL query parameters enabled for Embedded page widget on Dashboards |
You are now able to use dashboard parameters in the URL query for an embedded page widget. |
General |
Dashboard |
9.89 |
2024-04-10 |
Change |
All |
| Excise duty functionality available |
For Norwegian companies, excise duties are now supported. You can activate this functionality in the Enable/disable functionalities (CS100000) window, under Advanced logistics.
This functionality enables you to keep track of all invoiced excise duty items. For each month, you can create reports of all excise duties and excise duty exceptions, which you can use when you report these to Skatteetaten.
For information on how to set it up, see https://help.visma.net/no_en/financials/online-help/o2c/activate-excise-duty-task.htm. |
Order To Cash |
Sales Order |
9.89 |
2024-04-10 |
Change |
All |
| Support for sales order total tax amount in SalesOrderListDto |
Property [taxTotal] has been added in SalesOrderListDto. This means that the sales order total tax amount is now supported. |
API |
New Sales Order |
9.90 |
2024-04-17 |
Change |
All |
| Correct unit cost for kit items when based on components |
When you in the Sales order preferences (SO101000) window have set that the cost of kit items should be based on components, the unit cost for kit items on the sales order is no longer set incorrectly. |
API |
New Sales Order |
|
1970-01-01 |
Bug |
All |
| Support for ROT and RUT |
The following fields and/or endpoints have been added related to ROT/RUT functionality:
GET/api/v3/SalesOrders/{type}/{orderId}/lines & GET/api/v3/SalesOrders/{type}/{orderId}/lines/{lineId}
- isRotRutDeductible
- rotRutWorkType
- rotRutItemType
- rotRutDeductibleAmount
GET/api/v3/SalesOrders/{type}/{orderId}/rotrut
- totalDeductibleAmount
- otherCostAmount
- materialCostAmount
- workPriceAmount
POST/api/v3/SalesOrders
- isRotRutDeductible
- orderLines - isRotRutDeductible
- rotRutDetails - type
- rotRutDetails - distributedAutomatically
- rotRutDetails - apartment
- rotRutDetails - estate
- rotRutDetails - organizationNumber
- rotRutDetails - distribution - personalId
- rotRutDetails - distribution - amount
- rotRutDetails - distribution - extra
POST/api/v3/SalesOrders/{type}/{orderId}/lines
- isRotRutDeductable
PATCH/api/v3/SalesOrders/
- isRotRutDeductable
- rotRutDetails - type
- rotRutDetails - distributedAutomatically
- rotRutDetails - apartment
- rotRutDetails - estate
- rotRutDetails - organizationNumber
- rotRutDetails - distribution - personalId
- rotRutDetails - distribution - amount
- rotRutDetails - distribution - extra
PATCH/api/v3/SalesOrders/{type}/{orderId}/lines
- isRotRutDeductable |
API |
New Sales Order |
9.90 |
2024-04-17 |
Change |
SE |
| Support for webhooks |
You can now set up webhook notifications for the Sales order API. |
API |
New Sales Order |
9.90 |
2024-04-17 |
Change |
All |
| Unit of measure (UOM) ignored in the Project transaction/POST request |
Earlier, the unit of measure (UOM) was ignored and defaulted to HOUR in the Project transaction endpoint/POST requests. This has now been fixed. |
API |
API |
9.90 |
2024-04-17 |
Bug |
All |
| ProjectID and ProjectTaskID added to /api/v1/InventoryIssue API endpoint |
ProjectID and "ProjectTaskID" fields have been added to the POST v1/InventoryIssue API endpoint |
API |
API |
9.90 |
2024-04-17 |
Change |
All |
| Time card status (EP40450S) window missing weeks |
The filter in the Time card status (EP40450S) window was missing weeks after 08-2024. This has now been fixed. |
Accounting |
Time & Expense |
9.90 |
2024-04-17 |
Bug |
All |
| Select documents pop-up in Process bank transactions and Process incoming payment windows not showing/loading documents |
The Select documents pop-up in the Process bank transactions (CA306000) and Process incoming payment (AR305000) windows did not show/load the documents when a pipe was a part of a reference number or description on the invoice (customer and supplier).
This has now been fixed. |
Accounting |
Cash Management |
9.90 |
2024-04-17 |
Bug |
All |
| Balance by supplier report (AP63250S) showing voided documents with an open balance |
When inspecting the Balance by supplier report (AP63250S) for open documents, the report was showing voided documents, but excluded the original payment/prepayment/refund. If a payment/prepayment/refund document is voided without applications, the report will display both documents. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
9.90 |
2024-04-17 |
Bug |
All |
| Extended information available regarding unit cost in Stock items (IN202500) window |
The information “Last cost included landed cost” is now available in the Stock items (IN202500) window, tab Price/cost info.
This information has previously been available only in the Inventory transaction history (IN405000) window. |
Order To Cash |
Inventory |
9.90 |
2024-04-17 |
Change |
All |
| Endpoint POST api/v1/supplierinvoice/action/release now fully supports background-api operation |
Endpoint POST api/v1/supplierinvoice/action/release now fully supports background-api operation by specifying header erp-api-background on the request. Earlier, the operation was also started as a background operation, but wrongfully posted the webhook callback as soon as the operation started, whereas now it is posted on completion of the release process. |
API |
API |
9.90 |
2024-04-17 |
Bug |
All |
| Wrong screen ID reference in a message in Autopay inbox |
There was a wrong screen ID reference in a message in Autopay inbox (CA50400S) for the Process payments window. This has now been fixed. |
Accounting |
Payment |
9.90 |
2024-04-17 |
Change |
All |
| CSV export separates values containing ; kept as a part of the text value |
In export to CSV format, when selecting CSV as output format during expor from grids in the system, the columns where separated if a text field in the output contained ; (the separator value)
Now the ; will be kept as a part of the text value. |
Architecture |
Architecture |
9.90 |
2024-04-17 |
Bug |
All |
| Default shipping destination type Warehouse now set correctly in the purchase order |
Earlier, when Warehouse was selected as the default shipping destination type in the Purchase order preferences (PO101000) window, this was not considered in the purchase order. The default shipping destination was always set to Branch, and you had to change it manually in the purchase order. This has now been fixed. |
Order To Cash |
Purchase Order |
9.90 |
2024-04-17 |
Bug |
All |
| Volume fields added in Shipments window |
In the Shipments (SO302000) window, the Packages tab, you can now add a volume for the package. The total package volume is displayed in the top part. |
Order To Cash |
Sales Order |
9.90 |
2024-04-17 |
Change |
All |
| Bankgiro & plusgiro validation |
For customers subscribing to the risk-analysis package we now include a bankgiro & plusgiro validation inside Hämta Företagsinformation.
When opening "hämta företagsinformation'' on an existing supplier you will now see the bankinfo section on top in the "details" tab, if there are any deviations.
Read more about the feature in this community post: https://community.visma.com/t5/Nyheter-for-Visma-net-ERP/Ny-funktion-i-Riskanalys-Validera-enkelt-era-leverantorers-BG/ba-p/652448 |
General |
Hämta företagsinformation |
9.90 |
2024-04-17 |
Change |
SE |
| With the upcoming discontinuation of the Notification Center (both notifications inside the Visma.net ERP or via email) and the phasing out of the current email notification system in Visma.net ERP, the Payment Service has introduced a new email service for sending notifications. This replacement service requires a few steps to ensure you continue to receive email notifications:
1. Ensure that you have at least one system email account set up in the System email
accounts window (SM204002).
2. It is essential to designate at least one email account in the Default email account field within the Email preferences window (SM204001).
Please note: The sender email ID used for notifications will correspond to the one selected in the Email preferences window (SM204001). |
With the upcoming discontinuation of the Notification Center (both notifications inside the Visma.net ERP or via email) and the phasing out of the current email notification system in Visma.net ERP, the Payment Service has introduced a new email service for sending notifications. This replacement service requires a few steps to ensure you continue to receive email notifications:
1. Ensure that you have at least one system email account set up in the System email
accounts window (SM204002).
2. It is essential to designate at least one email account in the Default email account field within the Email preferences window (SM204001).
Please note: The sender email ID used for notifications will correspond to the one selected in the Email preferences window (SM204001). |
Purchase to Pay |
Outgoing Payment |
|
2024-04-23 |
Change |
All |
| Fixed error when releasing sales documents |
Earlier, in some circumstances for some windows (Sales invoices (AR301000), Release customer documents (AR501000), etc.), the process of releasing sales documents would stop and give the following error:
"Another user has updated the 'ARRegister' line. The page will now reload and your changes will be lost".
This has now been fixed and you will not get this error anymore. The fix will be enabled first only for pilot customers. |
Order To Cash |
Customer Ledger |
9.91 |
2024-04-23 |
Bug |
All |
| Invoice can now be sent to AutoInvoice by automation schedule in Send invoices and Sales invoices windows |
Earlier, for a specific company, you could not send invoices to AutoInvoice via the automation schedule in the Send invoices (AR508000) and Sales invoices (AR301000) windows due to a timeout error. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.91 |
2024-04-23 |
Bug |
All |
| Added extra information in the tran. desc. for bank transactions for Danish customers only |
The value of ReferredDocumentNumber is now shown as a part of the Tran. Desc. column on the bank transactions imported from Autopay for Danish customers only. |
Accounting |
Cash Management |
9.91 |
2024-04-23 |
Change |
All |
| Previously when customer price class was active in Accounts receivable preferences, line discount was added when using Sales prices. This has now been fixed. |
Earlier, the setting 'Apply line discount to prices specific to' in the Customer ledger preferences (AR101000) window only worked properly for promotional sales prices. This has now been fixed. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Subaccount now correctly inherited by inventory document for reason code with Issue usage |
Earlier, for a sales order line, when you added a reason code with usage Issue and changed the default subaccount, the new subaccount would not be used in the inventory document. This has now been fixed. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Manually changed subaccount on sales order line will now be inherited by inventory document |
Earlier, when you changed the default subaccount on a sales order line, the subaccount in the inventory document would not be retrieved from the order line. This has now been fixed, and the subaccount in the inventory document will be retrieved from the order line. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Create shipment or receipt for RC and RR orders with Shipping status when first shipment is not confirmed |
Earlier, you could not create a receipt or shipment for RC and RR orders with the status Shipping, if the first shipment was not confirmed. This has now been fixed. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Notes for shipment no longer disappear |
When you add a new item to a shipment, the shipment's notes in the upper right corner no longer disappear. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Quote no longer emailed together with sales order |
Earlier, when you emailed a sales order that was copied from a quote, the quote would be emailed as well. This has now been fixed, and only the sales order will be emailed. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Delivery information no longer disappears from shipment |
The delivery information for a shipment will no longer be deleted when you do the following procedure:
1 Create a sales order with no specified Delivery information,
2 create a shipment from the sales order and add the delivery information in the Shipments (SO302000) window,
3 add a new shipment line and click Save.
Now, the delivery information for the shipment will be saved. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Account non-stock item no longer changes back to default in purchase order |
Earlier, in the Purchase orders (PO301000) window, when you changed the account for a non-stock item on a purchase order line, and then changed the order quantity or unit cost on the line, the account would change back to the item's default account. This has now been fixed. |
Order To Cash |
Purchase Order |
9.91 |
2024-04-23 |
Bug |
All |
| New endpoints for deleting attachments in SalesOrder and SalesOrderLine |
New endpoint to delete attachments in SalesOrderLine:
- v1/salesorder/{orderType}/{orderNumber}/{lineNumber}/attachment/{fileId}
New endpoint to delete attachments in SalesOrder:
- v1/salesorder/{orderType}/{orderNumber}/attachment/{fileId} |
API |
API |
9.91 |
2024-04-23 |
Change |
All |
| AP Balance by GL Account (AP63200S) – Changes regarding pre-booked documents inclusion when post period is different than pre-booking period |
When document has been pre-booked, but later the financial period has been changed using the Prepare for closing (AP50700S) window, earlier these documents were afterwards included in the report on the new period of the posting from the document. This has been changed and now the pre-booked document will remain included into AP Balance by GL Account (AP63200S) starting from the original period it was pre-booked in. |
Purchase To Pay |
Supplier Ledger |
9.91 |
2024-04-23 |
Bug |
All |
| Error when trying to add line with incorrect warehouse in Shipments window |
Earlier, in the Shipments (SO302000) window, when you added a line with a different default warehouse than the warehouse in the top part of the window, the line would be removed automatically and you would not get an error.
This has now been fixed and you will get an error when you try to add and save a shipment line with a different warehouse than the warehouse in the top part. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Net weight non-stock item now displayed on shipment line |
In the Shipments (SO302000) window, the net weight for non-stock items is no longer missing on the shipment line. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Supplier Class endpoints _Payment method ID_ and _Description_ fields exposed |
The fields that that were exposed:
- paymentMethodId & paymentMethodDescription
Exposed into the following GET endpoints:
- api/v1/supplier/supplierClass
- api/v1/supplier/supplierClass/{supplierClassID} |
API |
API |
9.91 |
2024-04-23 |
Change |
All |
| Opening new Sales orders window from classic window now works correctly |
When you click 'Try out the new version' in the classic Sales orders (SO301000) window, you no longer get an error message in the new Sales orders (SO30100S) window. |
Order To Cash |
Sales Order |
9.91 |
2024-04-23 |
Bug |
All |
| Sales Creator (neXtGen)' for all users with 'Sales User' role |
Users with 'Sales User' role, have now been assigned the 'Sales Creator (neXtGen)' role. This means they can access the new Sales orders (SO30100S) window.
Note that for new users added in Admin, the 'Sales Creator (neXtGen)' role needs to be assigned manually. |
Order To Cash |
New Sales Order |
9.92 |
2024-04-30 |
Change |
All |
| Delete reason code on order line |
You can now delete the reason code on an order line. |
Order To Cash |
New Sales Order |
9.92 |
2024-04-30 |
Bug |
All |
| Populating the Branch field in the Project endpoint/GET requests |
Earlier, the Branch field was not populated in the Project endpoint/GET requests. This has now been fixed.
-GET/api/v1/project/{projectID}
-GET/api/v1/project/internal/{internalID}
-GET/api/v1/project
-GET /api/v1/project/tasks |
API |
API |
9.92 |
2024-04-30 |
Bug |
All |
| Adding item to shipment exceeds order credit limit
|
Earlier, when you tried to add an item to a shipment that would make the order amount exceed the credit limit, the item would be deleted from the shipment but added to the sales order. This has now been fixed, and you will receive an error message and the item will not be added to the order. |
Order To Cash |
Sales Order |
9.92 |
2024-04-30 |
Bug |
All |
| Multiple-instalment payment terms no longer result in incorrect totals in sales profitability report |
Earlier, when you had used multiple-instalment payment terms, an extra line was added in the sales profitability reports, which caused incorrect totals for Net sales, Margin, and Margin %. This has now been fixed. |
Order To Cash |
Customer Ledger |
9.92 |
2024-04-30 |
Bug |
All |
| Sales profitability reports now include freight costs |
Earlier, freight costs were not included in the sales profitability reports, which caused incorrect Cost, Margin, and Margin % values. This has now been fixed. |
Order To Cash |
Sales Order |
9.92 |
2024-04-30 |
Bug |
All |
| Notification center to be replaced by notification emails |
The Notification center will be removed and replaced by notification emails sent by the system. Note that this is not activated by default. If you want to receive notification emails, go to the User settings (SM203010) window, the General information tab, and select the check box 'Enable custom notification emails'. |
General |
Notifications |
9.92 |
2024-04-30 |
Change |
All |
| Rearrange purchase order lines |
Earlier, you could not rearrange the order of the order lines in the Purchase orders (PO301000) window. This has now been fixed. |
Order To Cash |
Purchase Order |
9.92 |
2024-04-30 |
Bug |
All |
| Quantity values for non-stock items |
For non-stock items, the following changes have now been implemented:
- the On hand, Available and Available for shipping columns have the value '-' instead of '0',
- the Available for shipping column no longer displays a success or warning icon. |
Order To Cash |
New Sales Order |
10.00 |
2024-05-15 |
Bug |
All |
| Fix error when processing statement cycle with setting age based on: due date |
The bug when setting age based on: due date, in statement cycle, and credit note without due date, you got an error message when prepare statements. This is now fixed. |
Order To Cash |
Customer Ledger |
10.00 |
2024-05-15 |
Bug |
All |
| Improved performance for import sales invoices |
When using import scenarios to import large files with sales documents that have over 10000 lines the process was taking up to 9 hours. The performance has now been improved so that importing large files of sales documents over 10000 lines will take less then 1 hour. |
Order To Cash |
Customer Ledger |
10.00 |
2024-05-15 |
Bug |
All |
| The Attributes tab on Contacts window (CR302000) is available. |
The Attributes tab on Contacts window (CR302000) was not available due to previous changes. This has not been fixed. |
Order To Cash |
Customer Ledger |
10.00 |
2024-05-15 |
Bug |
All |
| New field in Visma Direct Debit file representing the city name of the debtor |
According to a new requirement, a new field (customer city) is included in the Visma Direct debit xml (sent to Autopay), also for EEA countries (not only non EEA countries as earlier). |
Order To Cash |
Customer Ledger |
10.01 |
2024-05-21 |
Change |
All |
| Changing the due date on invoice works as expected when printing the invoice |
The user creates an invoice and changes the due date. Upon printing the invoice the due date wrongly changes back to the original date. This has been fixed. |
Order To Cash |
Customer Ledger |
10.01 |
2024-05-21 |
Bug |
All |
| Changing the due date on invoice works as expected |
The user creates an invoice and changes the due date. Upon sending the invoice to Autoinvoice the due date wrongly changes back to the original date. This has been fixed. |
Order To Cash |
Customer Ledger |
10.01 |
2024-05-21 |
Bug |
All |
| Documents Hold removal via API and display in the “Release Supplier Documents” (AP501000) -window |
In the SupplierInvoice endpoint the issue could earlier be reproduced in certain API call sequences with the POST & PUT calls. After hold was being changed between true and false - After some of these specific calls there was an issue to sync the data for documents availability into the Release Supplier Documents (AP501000) -window. This has now been fixed. |
API |
API |
10.01 |
2024-05-21 |
Bug |
All |
| In the API 'shippedWeight' and 'shippedVolume' where swapped around in following endpoint: GET /controller/api/v1/shipment/\{shipmentNbr}. |
When calling GET /controller/api/v1/shipment/{shipmentNbr} the 'shippedWeight' and 'shippedVolume' were swapped. This issue has now been fixed. |
Order To Cash |
Sales Order |
10.01 |
2024-05-21 |
Bug |
All |
| Support for adding and updating package volume in the API is now available for GET, POST, PUT v1/shipment. |
Earlier the user could only add/update package volume in the shipments screen (in the UI), since this was not available in the API. Support for adding and updating the package volume is now available in the API. |
API |
API |
10.01 |
2024-05-21 |
Change |
All |
| Endpoint POST api/v1/supplierinvoice support for the background-api operations |
Earlier, the operation was also started as a background operation, but wrongfully posted the webhook callback as soon as the operation started, whereas now it is posted on completion of the release process.
Endpoints where support included:
api/v1/supplierinvoice/{documentType}/{invoiceNumber}/action/sendtoapproval
api/v1/supplierinvoice/{documentType}/{invoiceNumber}/action/release
api/v1/supplierinvoice/{documentType}/{invoiceNumber}/action/prebook
api/v1/supplierinvoice/{documentType}/{invoiceNumber}/action/voidinvoice |
API |
API |
10.01 |
2024-05-21 |
Change |
All |
| API GET Purchase order |
When GET /API/controller/api/v1/purchaseorder?supplier=50000 contains a supplier id, wrongly an error messages appears. This has now been fixed. |
Order To Cash |
Purchase Order |
10.01 |
2024-05-21 |
Bug |
All |
| Alternate ID in sales order screen |
In sales order screen , it was not possible to look up items by alternate ID. This has now been fixed. |
Order To Cash |
Sales Order |
10.01 |
2024-05-21 |
Bug |
All |
| Long line notes in sales order |
When printing a sales order, which contains an order line note that has many lines, the first page will be blank. This has now been fixed. |
Order To Cash |
Sales Order |
10.01 |
2024-05-21 |
Bug |
All |
| Excise duty - change request date |
Regarding Excise duty in sales order screen, when changing "request on date", sometimes an error message appears with no reason. This has now been fixed. |
Order To Cash |
Sales Order |
10.01 |
2024-05-21 |
Bug |
All |
| Validation for rot/rut details |
Validation for rot/rut details on line will not return 500 error when no rot/rut details provided on line. |
API |
New Sales Order |
10.02 |
2024-05-28 |
Bug |
SE |
| Projects restricted to customer |
If you have restricted projects based on customer in the Project preferences (PM101000) window, and you set a project for an order, you will now get a 400 error if the project is not connected to the order's customer. |
API |
New Sales Order |
10.02 |
2024-05-28 |
Change |
All |
| Voided refund document balance |
After enabled the possibility to release a refund without application. There where a bug that did not set document balance to 0 when voided these refund. This is now fixed. |
Order To Cash |
Customer Ledger |
10.02 |
2024-05-28 |
Bug |
All |
| Cost units not available in Expense |
When using row-level sequrity and restrictions to subaccount segments, the subaccounts were not showing in Expense. This has now been fixed. |
Accounting |
Time & Expense |
10.02 |
2024-05-28 |
Bug |
All |
| Performance improvement in Prepare VAT report (TX501000) for Multi-branch companies |
Changes has been made to improve the performance in Prepare VAT report (TX501000) for Multi-branch companies.
This changes are only about how we request the data when you open, change the company and start the process Prepare VAT report. |
Accounting |
Reporting to Government |
10.02 |
2024-05-28 |
Bug |
All |
| Retainage purchase credit notes was not released from Approval |
Earlier, when a document with type purchase credit note (AP301000) having Apply retainage set, the retainage document was not created and released automatically when approved from Approval. This is now fixed. |
Purchase To Pay |
Supplier Ledger |
10.02 |
2024-05-28 |
Bug |
All |
| Invoice Inbox not recognizing supplier for the document via bank account |
Supplier was not able to be chosen for the received documents with only having information of a matching bank account available for pairing the supplier. The document entered blocked status in the invoice inbox (AP50604S) -window. This has now been fixed where bank accounts will recognize the document to the matching supplier among the corporate id values, if there is existing match to be found for the document. |
Purchase To Pay |
AutoInvoice Receiving |
10.02 |
2024-05-28 |
Bug |
All |
| Invoices created in customer ledger was not visible in sales profitability reports. |
Previously invoices created from customer ledger was not visible in sales profitability reports. This has now been fixed.
NB: After the release of this case the customer needs to go to the two reports ( "Sales profitability by Customer Class and Customer" and "Sales Profitability by Salesperson and Customer") and deactivate the uploaded report version by unchecking the box "Active" under the column "Report versions" in production. |
Order To Cash |
Sales Order |
10.02 |
2024-05-28 |
Bug |
All |
| Sales order with alternative ID |
Previously, when you added a stock item to the sales order the alternative ID (ex. barcode) was not shown. This has now been fixed. |
Order To Cash |
Sales Order |
10.02 |
2024-05-28 |
Bug |
All |
| Status added in GET/shipment |
The shipment status field is now included in the GET/shipment endpoint |
API |
New Sales Order |
10.03 |
2024-06-04 |
Change |
All |
| Orders created via the new Sales order service now included in classic menu search |
Orders created via the new Sales order service (API and UI) are no longer missing from the classic menu search results under Transactions and registers. |
API |
New Sales Order |
10.03 |
2024-06-04 |
Change |
All |
| Validation of warehouse location for receipt lines |
When adding a order line with operation: "Receipt", and the warehouse location do not allow receipts, you will get an error. |
API |
New Sales Order |
10.03 |
2024-06-04 |
Bug |
All |
| Projects restricted to customer |
If you have restricted projects based on customer in the Project preferences (PM101000) window, only projects that are connected to the customer will be available in the Project-field list |
Order To Cash |
New Sales Order |
10.03 |
2024-06-04 |
Change |
All |
| Support for multi-language |
When multi-language is activated, the item/line description is now set according to the customer's language. |
Order To Cash |
New Sales Order |
10.03 |
2024-06-04 |
Change |
All |
| Background-API functionality for the CustomerInvoice, CustomerCreditNote, CustomerDebitNote and CustomerPayment for different actions |
It is now possible for ISVs to use the background-API functionality for the following API endpoints:
- api/v1/customerCreditNote/{creditNoteNumber}/action/sendToAutoInvoice
- api/v1/customerDebitNote/{debitNoteNumber}/action/sendToAutoInvoice
- api/v1/customerinvoice/{invoiceNumber}/action/sendToAutoInvoice
- api/v1/customerPayment/{paymentNumber}/action/release
- api/v2/customerDebitNote/{id}/action/release
- api/v2/customerInvoice/{id}/action/release
- api/v2/customerCreditNote/{id}/action/release |
API |
API |
10.03 |
2024-06-04 |
Change |
All |
| Change of location or quantity failing on kit assembly using the PUT /v1/KitAssembly endpoint |
Earlier, it was not possible to change the location or quantity on an item in a kit assembly using the PUT /v1/KitAssembly API endpoint. This has now been corrected. |
API |
API |
10.03 |
2024-06-04 |
Bug |
All |
| Override VAT amount when posting cash transactions through the API |
It's now possible to override the VAT amount when you create cash transactions through the POST api/v1/cashtransaction request. |
Accounting |
Cash Management |
10.03 |
2024-06-04 |
Bug |
All |
| POST/Supplierinvoice inserting cashAccount value in the payloads |
Earlier when inserting cashAccount in the supplierinvoice endpoint there was an issue on the endpoint validating the values consisting of letters instead of numbers. This has now been fixed and all the allowed cash accounts from the payment method can be inserted via API.
When different cash accounts were posted, the value that was given was defaulting into the default value from the payment method. This has now been fixed and if an allowed cash account is given the value will be used in the insert. |
API |
API |
10.03 |
2024-06-04 |
Bug |
All |
| Endpoint POST api/v1/supplierpayment/action/release now fully supports background-api operation |
Earlier, the operation was started as a background operation, but wrongfully posted the webhook callback as soon as the operation started, whereas now it is posted on completion of the release process. |
API |
API |
10.03 |
2024-06-04 |
Change |
All |
| New functionality. New setting in purchase order preferences: "Complete purchase order line automatically" |
New checkbox is implemented in purchase order preferences. If the new checkbox, "Complete purchase order line automatically" is checked and the user deletes a line in purchase receipt the user will get a question whether they want to set the corresponding purchase order to status completed or not. |
Purchase to Pay |
Purchase order |
10.03 |
2024-06-04 |
Bug |
All |
| View invoice button opening wrong invoice from Manual payments screen (AP30200S) |
If having more than one invoice in the screen Manual payments (AP30200S) and pressing View invoice on any of the invoice in the list, it always opened the first invoice. This is now fixed. |
Purchase To Pay |
Supplier Ledger |
10.03 |
2024-06-04 |
Bug |
All |
| PurchaseOrderSource is set to null when default from item warehouse is not DropShip or PurchaseToOrder |
Earlier, after changing a line warehouse, purchaseOrderSource was set incorrectly when default value was not in allowed values (DropShip, PurchaseToOrder). This has now been fixed. |
API |
New Sales Order |
10.04 |
2024-06-11 |
Bug |
All |
| Supplier not found or is not active error |
From now, when the supplier number contain leading or trailing spaces in the id, there will be no error message. |
API |
New Sales Order |
10.04 |
2024-06-11 |
Bug |
All |
| Validation for supplierId |
Now it is no longer needed that purchase order source is set to be able to set the supplier ID for the order line |
API |
New Sales Order |
10.04 |
2024-06-11 |
Bug |
All |
| Negative quantities |
Now if On hand, Available or Available for shipment quantities have negative value, the correct negative value is shown instead of 0 |
Order To Cash |
New Sales Order |
10.04 |
2024-06-11 |
Bug |
All |
| Error for self created order types |
Now when you've created a new order type and then select the new order type in the New sales order screen, you do not get an error |
Order To Cash |
New Sales Order |
10.04 |
2024-06-11 |
Bug |
All |
| Fix for Taxable and Tax amount on sales invoices with 0,00 amount |
Sales invoices with 0,00 amount show the wrong value for Taxable and Tax amount in VAT account control details/summary (TX40400S/TX40300S) and General ledger transactions with VAT (TX40500S).
The values are now showing the correct values. |
Accounting |
Reporting to Government |
10.04 |
2024-06-11 |
Bug |
All |
| Fix for Taxable and Tax amount on Sales invoices with 0,00 amount and using a Tax ID with calculation on Document amount |
Sales invoices with 0,00 amount and using a Tax ID with calculation on Document amount, showed the wrong value for Taxable and Tax amount in VAT account control details/summary (TX40400S/TX40300S) and General ledger transactions with VAT (TX40500S).
The values are now showing the correct values. |
Accounting |
Reporting to Government |
10.04 |
2024-06-11 |
Bug |
All |
| Fix for Taxable and Tax amount on purchase credit notes with partly deductible VAT |
Purchase credit notes with partly deductible VAT, showed the wrong value for Taxable and Tax amount in VAT account control details/summary (TX40400S/TX40300S), General ledger transactions with VAT (TX40500S) and the VAT specification report (TX62050S).
This occurred on Gross invoices and the amounts are now correct also for gross invoices. |
Accounting |
Reporting to Government |
10.04 |
2024-06-11 |
Bug |
All |
| Bug in screen sales order SO301000 - Cross reference |
When adding a stock item, in some cases the alternative ID was wrongly picked from the cross references list. This has now been fixed. |
Order To Cash |
Sales Order |
10.04 |
2024-06-11 |
Bug |
All |
| Fixed upper case/lower case error in assisted set up for sub accounts |
Version 10.04 contains a fix for an error in the Assisted setup for sub accounts where alphabetic characters where entered in lower case despite the setting for upper case set to true. This was causing discrepancies between the values in the data base and the values available in the user interface and thus problems in the sub account handling |
Accounting |
Registration |
10.04 |
2024-06-11 |
Bug |
All |
| Support for importing sub account files containing subID |
In version 10.04.0 the import of sub accounts with sub ID is supported. this enables the user to change existing sub accounts by importing an excel file with the changed values for sub accounts by mapping the sub IDs under the importing process |
Accounting |
Registration |
10.04 |
2024-06-11 |
Change |
All |
| New inquiry GL409000-Unreleased transactions replacing report GL65601S-All unreleased transactions |
With version 10.04.0 we introduce a new screen GL409000 - Unreleased documents. This new inquiry will replace the report GL65601S - All unreleased transactions.
The top section of the inquiry offers parameter settings for company and branch as well as from/to financial period entry fields
The table section of the screen provides tabs for the different work spaces and shows the respective unreleased and unposted transactions. The menue list of the table section provides links to the release/post transaction screens for the particular workspace. The 'close periods' screens in all modules will have a button which redirects the user to the new screen instead of the old report.
The new inquiry stands out due to significant better performance than its predecessor |
Accounting |
Registration |
10.04 |
2024-06-11 |
Change |
All |
| Misleading error shown in the Automation Schedulers Overview |
When running revalue AP, AR and GL accounts by an automated scheduler, the automated scheduler overview (SM205030) showed a misleading error. This have now been fixed. |
Accounting |
Currency Management |
10.04 |
2024-06-11 |
Bug |
All |
| Supplier price worksheets (AP202010) – New options included and fix for the available modes with load records from file |
Issue using the “Update existing” and “Bypass existing” -modes when importing the file. These modes have now been fixed and can be used among the third option “Insert all records”.
For the file upload included two new options against the Item ID;
- “Ignore item status” – With this you can import and update items that are currently inactive. Note; Even though these records can now be saved after the import, the release of the worksheet requires item to be active.
- “Skip non-existing items” – Import will automatically skip items from the file, if the item does not exist in the system. |
Purchase To Pay |
Supplier Ledger |
10.04 |
2024-06-11 |
Bug |
All |
| Inquiry windows not based on generic inquiry routine not responding to export command from Excel/CSV droplist |
Window Voucher Details (GL40601S), which is not based on the generic inquiry routine, did not respond to the export command from Excel/CSV droplist.
This has now been fixed. |
Architecture |
Architecture |
10.04 |
2024-06-11 |
Bug |
All |
| Autopay payment status messages directly in the Process Payment window |
The functionality for replacing the AutoPay Inbox screen (CA50400S) in processing outgoing status messages is now ready to be enabled in Production for all customers.
Starting on June 12th, all outgoing payment status messages from Autopay will be directly collected and processed in the Process Payment window. This change automates the handling of outgoing payment messages that were previously managed through the AutoPay Inbox screen (CA50400S). The new system streamlines the process by allowing these messages to be automatically processed in the background directly in the Process Payments window.
In addition, we have changed the technology to send payment files to AutoPay to improve the performance. We changed from sending payment files via SOAP API to REST API. Same way as for the processing payment status messages automatically in the background, this improvement has been created under a feature toggle that we will activate for all customers except those who are using manual upload of files. |
Purchase To Pay |
Outgoing Payment |
10.04 |
2024-06-11 |
Change |
All |
| Column Supplier name is static now in list view |
Columns Supplier name was not showing by default in list view, this is now fixed. |
Purchase to Pay |
Outgoing Payment |
10.05 |
2024-06-18 |
Bug |
All |
| Filters in Supplier Overview |
In Supplier Overview filters applied on another page except page 1 did not returned all the documents based on the filter applied. This is now fixed. |
Purchase to Pay |
Outgoing Payment |
10.05 |
2024-06-18 |
Bug |
All |
| Filters applied does not show documents |
Applying filters in Prepare Payments tab works as expected, documents are returned based on the filters selected. |
Purchase to Pay |
Outgoing Payment |
10.05 |
2024-06-18 |
Bug |
All |
| The "Automation Schedules" is now using the correct period, based on the currently set business date with the feature toggle "AccModules_FADeviatingPeriods" |
We updated the "Automation Schedules" for Calculate Depreciation to calculate the correct period based on the currently set business date. This will be available under the feature toggle "AccModules_FADeviatingPeriods" and in the beginning for a few customers for testing |
Accounting |
Fixed Assets |
10.05 |
2024-06-18 |
Bug |
All |
| Display of the field "To Date" as visual aid in the Calculate Depreciation screen (FA502000) for the customers with deviating financial periods with the feature toggle "AccModules_FADeviatingPeriods" |
We added the field "To Date" as visual aid in the Calculate Depreciation screen (FA502000) for the customers with deviating financial periods. This field is showing the last date of the period entered in the field "To period". This will be available under the feature toggle "AccModules_FADeviatingPeriods" and in the beginning for a few customers for testing |
Accounting |
Fixed Assets |
10.05 |
2024-06-18 |
Change |
All |
| New field in the customer invoice endpoints |
A new field "Revoked" that can be used by the third party integrators is available now in the following endpoints:
- GET /api/v1/customerinvoice/{invoiceNumber}
- GET /api/v1/customerinvoice
- PUT/api/v1/customerinvoice/{invoiceNumber}
- POST/api/v2/customerinvoice |
API |
API |
10.05 |
2024-06-18 |
Change |
All |
| New endpoint - GET SupplierAccount |
Endpoint provides the possibility for integrations to fetch GL accounts based on the configuration
SupplierID (Mandatory String for URL path)
vatRegistrationId (Parameter) used to determine what location to pick the value from. In the response content the AccountID matching the result from this Supplier will be given under the SupplierAccount.
linesNonTaxable (Parameter) By default set to false. Expense account will be picked matching the class type from the supplier. With the “Domestic” class type this parameter can be used to give in the response “Expense non-taxable account” instead of the “Expense account”.
supplierItemId (Parameter) Will verify if there is a match from this “Vendor Inventory ID” within the Inventory ID’s. Value is linked to the Item in the Vendor Details -tab in the field “Vendor Inventory ID”. If Item ID is found corresponding to the Vendor Inventory ID for the Supplier the GL Account match from the configuration will be given into response under SupplierItemAccounts. If there was a match, the matched ItemID and AccountID will be shared in the response content together with the SupplierItemId it was fetched with. Multiple supplierItemId:s can be fetched during the same call. |
API |
API |
10.05 |
2024-06-18 |
Change |
All |
| Change location in sales order screen gives an error message |
Earlier, when excise duty was used and when changing the location in sales order screen, an error message was shown. This is now fixed. |
Order To Cash |
Sales Order |
10.05 |
2024-06-18 |
Bug |
All |
| Default expand toggle values in GET KitAssembly endpoint to be set to FALSE instead of TRUE |
Expand toggle values that are currently set to TRUE by default will be changed to FALSE by default. |
API |
API |
10.05 |
2024-06-18 |
Change |
All |
| Supplier Ledger GET endpoints - Removed empty spacing from Vendor ID field when retrieved and length had been changed |
If the Vendors Segment ID length value was increased and in the system there were existing vendors with lower character lengths. This resulted in the response including empty spacing for the supplier number to match the current length of the segment. This has now been fixed. |
API |
API |
10.05 |
2024-06-18 |
Bug |
All |
| Issue when setting trusted connection for AutoInvoice keys |
Earlier , when setting the trusted connection for Autoinvoice keys in Autoinvoice screen SM20100S, there was an error raised. This is now fixed. |
Purchase To Pay |
Supplier Ledger |
10.05 |
2024-06-18 |
Bug |
All |
| Reconciliation statement when "Match Bank Transactions to Batch Payments" is active for the cash account. |
When using the setting "Match bank transactions to batch payments" on a cash account in the Cash Account window (CA202000), the "Toggle reconciled" in the Reconciliation Statement window (CA302000) worked strangely. This have now been fixed. |
Accounting |
Cash Management |
10.05 |
2024-06-18 |
Bug |
All |
| Fix in General ledger transactions with VAT window on accounts filter |
The error in General ledger transactions with VAT when you try to filter on Accounts starting with 0 is solved. |
Accounting |
Reporting to Government |
10.05 |
2024-06-18 |
Bug |
All |
| Performance improvement on tax view |
Changes in the tax view has been made to improve performance and use of CTE has been implemented (Temp. tables has replaced some sub selects for max values). |
Accounting |
Reporting to Government |
10.05 |
2024-06-18 |
Change |
All |
| Parent invoicing functionality from the Sales invoice window |
Parent Invoicing functionality from Sales Invoice window (AR301000) represents the possibility to automatically address invoices created from child customer to the parent account in accordance with some of the parent account's settings. You can set up sending invoices for a child customer to the parent account. Invoices that are created from Sales Invoice window (AR301000) for the child customer will then be addressed to its parent account and sent to them when you send the invoice.
A parent company, is a corporation that has subsidiaries (child companies), which are owned separate businesses controlled by the parent.
When activating this feature new fields are available in the following windows:
- Sales Invoice (AR301000): new field Child and new checkbox Consolidate invoice
The Parent Invoicing functionality is available also when using the following API endpoints:
- new fields "childCustomerNumber" and "consolidateInvoices" on the POST and PUT operations for CustomerInvoice, CustomerCreditNote and CustomerDebitNote
- new fields "childRecords" on the GET operations for CustomerInvoice, CustomerCreditNote and CustomerDebitNote
For the moment the functionality is available for Pilot customers. |
Order To Cash |
Sales Invoice |
10.06 |
2024-06-25 |
Change |
All |
| New field "status" as a filtering parameter for the GET operation in CustomerPayment endpoint |
New field "status" as a filtering parameter for the GET operation in CustomerPayment endpoint |
API |
API |
10.06 |
2024-06-25 |
Change |
All |
| Parent invoicing functionality from the Sales orders window |
Parent Invoicing functionality from Sales Order window represents the possibility to automatically address invoices created from child customers' orders to the parent account in accordance with some of the parent account's settings. You can set up sending invoices for a customer's orders to the parent account. Invoices that are created from orders (SO301000) for the child customer will then be addressed to its parent account and sent to them when you send the invoice.
A parent company, is a corporation that has subsidiaries (child companies), which are owned separate businesses controlled by the parent.
When activating this feature new fields are available in the following windows:
- Customers (AR303000):
- Invoice settings tab -> Parent Info: new checkbox Consolidate invoice
- New tab: Child accounts
- Sales Order (SO301000): new field Parent
- Customer Invoice (SO303000): new field Child
- Sales Invoice (AR301000): new field Child
Documents workflow:
Sales Order for Child customer (SO301000) ->Shipment for Child customer (SO302000) -> Customer Invoice for Parent customer (SO303000) ->Sales Invoice for Parent customer (AR301000)
Invoices that are created from orders for the child customer in the Sales orders (SO301000) window, will be addressed to its parent account and sent to them when you send the invoice.
On the invoice to the parent, not all settings are retrieved from the parent account. The following settings are retrieved from the parent account: Invoice contact, Invoice address, Payment terms, Payment method.
The Parent Invoicing functionality is available also when using the following API endpoints:
- new fields "consolidateInvoices" on the GET, POST and PUT operations for Customer endpoints
- new fields "childRecords" on the GET operations for Customer Invoice endpoints
- new fields "parentRecords" on the GET operations for Sales Order endpoints
For the moment the functionality is available for Pilot customers |
Order To Cash |
Sales Invoice |
10.06 |
2024-06-25 |
Change |
All |
| Custom reports would give an error message if no versions of the report was set as active (ScreenID's starting with RE) |
If you come into this scenario, you could open screen RE000000 - Report list, click on tab "Custom reports", select the report and click "Run report"
This will set the highest version as active and open the report so you can decide which version to be active. |
Architecture |
Architecture |
10.06 |
2024-06-25 |
Change |
All |
| Access to order in interactive API now restricted based on user's access to branch |
For the GET endpoints, if a call is done with a user token for a user without access to the order's branch, the endpoint will now return a 404 error. |
API |
New Sales Order |
10.07 |
2024-07-02 |
Change |
All |
| Can´t select active warehouse when create shipment in salesorder screenID=SO301000 |
Earlier, when sales order with multible warehouses was created by POST salesorderV1- or V2-endpoints , there was not possible to choose the active warehouse when createing shipment in salesorder screenID=SO301000. This has now been fixed. |
API |
API |
10.07 |
2024-07-02 |
Bug |
All |
| Fixed sub account entry error in ARM reports |
In version 10.7 we fixed an error that made it impossible to enter sub accounts into the sub account fields of ARM reports. Entering sub accounts is now working again as before |
Accounting |
GL Reconciliation |
10.07 |
2024-07-02 |
Bug |
All |
| Improvement in matching and processing of batch payments received in Incoming payment files from Autopay |
When importing and processing incoming batch payments from Autopay including a transaction with wrong information ex. wrong KID number the hole batch payment ended up in Process incoming payment screen for manual processing.. This have now been fixed and the system will import and process the transactions with correct information, and add the rest to the Process incoming payments for manual handling. This feature is released behind a feature toggle. |
Accounting |
Payment |
10.07 |
2024-07-02 |
Change |
All |
| Assets not showing in the report FA Balance by GL Account - screen FA643000 |
Assets setup with sub accounts not equal to the sub account at the selected asset class, did not show up at the report. This has now been fixed. |
Accounting |
Fixed Assets |
10.07 |
2024-07-02 |
Bug |
All |
| Prevented releasing documents if deferral schedule periods used not found in the system |
System will still allow saving the term start date and term end dates, but a warning will be given if using periods not yet generated.
During release of the document an error will be given. To create the deferral schedule and release the document; Generate the missing periods used for the schedule or apply a new valid time range in term dates. |
Purchase To Pay |
Supplier Ledger |
10.07 |
2024-07-02 |
Bug |
All |
| Validate inventory IN505000 no longer updates lastModifiedDateTime on stock item |
Previously, when user executed the validate inventory process using the Validate inventory(IN50500) window, the process updated the LastModifiedDateTime column on the stock item in the database even when nothing on the stock item was changed. This is no longer the case. |
Order To Cash |
Inventory |
10.07 |
2024-07-02 |
Bug |
All |
| Previously, GET - /controller/api/v1/inventory API has been retrieving the "warehouseID" with trailing spaces in WarehouseDetails [] array. This has now been corrected. |
Previously, GET - /controller/api/v1/inventory API has been retrieving the "warehouseID" with trailing spaces in WarehouseDetails [] array. This has now been corrected. |
API |
API |
10.07 |
2024-07-02 |
Bug |
All |
| New button "Excise duty" in customer invoice screen (screenID=SO303000) when "Excise duty" functionality is enabled |
New functionality and new button "Excise duty" in customer invoice screen (screenID=SO303000) when "Excise duty" functionality is enabled |
Order To Cash |
Sales Order |
10.07 |
2024-07-02 |
Change |
All |
| New layout of Excise Duty Group screen (EF205000) |
New layout and functionality in Excise Duty Group screen (EF205000) |
Order To Cash |
Sales Order |
10.07 |
2024-07-02 |
Change |
All |
| Warning for the same customer Vat registration ID and Corporate ID |
You are now getting a warning message when the same Vat registration ID and Corporate ID is set on the Customer window (AR303000) and on the Customer Location window (CR303010) |
Order To Cash |
Customer Ledger |
10.07 |
2024-07-02 |
Change |
All |
| Fix for report Balance by customer (AR632500) to show automatically the Parent and Child records |
When the "consolidate invoice" and "consolidate balance" checkboxes are selected for a child customer, and you choose a parent customer in Customer Summary (AR402000) with the "include child accounts" checkbox also selected, then click on Reports -> Balance by Customer, the system will automatically display the report showing both Parent and Child records. |
Order To Cash |
Customer Ledger |
10.07 |
2024-07-02 |
Change |
All |
| Different amounts between Prepare VAT report and Release VAT report is fixed |
The prepare VAT report (TX501000) excluded transactions from previous periods in the screen but processed them so you had different amounts in Release VAT report (TX502000). This is now fixed and the Prepare VAT report screen show the same amounts as Release VAT report screen.
Note! The amounts shown in Release VAT report was correct. |
Accounting |
Reporting to Government |
10.07 |
2024-07-02 |
Bug |
All |
| Invoice recognition in the Process bank transaction screen |
We have improved the invoice recognition in the process bank transaction screen (CA306000), so the invoice numbers extracted from the transaction description based on the AR number sequence is correct also in more specific cases. This feature will, in the beginning, be release behind a feature toggle. |
Accounting |
Cash Management |
10.07 |
2024-07-02 |
Change |
All |
| Disable fetching documents from autoinvoice when "External invoice inbox" is enabled from Enable/disable functionalities (CS100000) |
Enabling the feature "External invoice inbox" (CS100000) will hide all the existing screens/fields/columns/actions related to the existing approval and invoice inbox workflows.
When enabling this feature, system will now also stop fetching the documents from autoinvoice. |
Purchase To Pay |
AutoInvoice Receiving |
10.07 |
2024-07-02 |
Change |
All |
| Net weight is now calculated and visible under document details on shipments |
Previously, for shipments, the net weight was not calculated and visible under document details. This has now been fixed. |
Order To Cash |
Sales Order |
10.07 |
2024-07-02 |
Bug |
All |
| {}Missing information for shipping address and shipping contact i{}{}n 'Carrier labes'-report (screenID=SO645000){}{}{} |
Earlier, there was missing information for shipping address and shipping contact in 'Carrier labes'-report (screenID=SO645000){}. This has now been fixed. |
Order To Cash |
Sales Order |
10.07 |
2024-07-02 |
Change |
All |
| As a sales user I want to mark all sales order rows in screenID=SO301000 to status "Completed" |
New functionality in sales order screen (screenID=SO301000) to set backorders to 'complete' (Actions -> Complete order). Set all the lines with open qty to 'complete' and change the state of the order to 'complete'. |
Order To Cash |
Sales Order |
10.07 |
2024-07-02 |
Change |
All |
| GET purchaseReceipt V2 - endpoint is missing poOrderLineNbr-field in result |
Earlier, poOrderLineNbr was missing from GET purchaseReceipt V2. This has now been fixed |
API |
API |
10.07 |
2024-07-02 |
Bug |
All |
| Cross-reference |
Cross reference is now fixed if you use Global it will always be picked now. |
Order To Cash |
Sales Order |
10.07 |
2024-07-02 |
Bug |
All |
| UnitCost and Cost in Kit Specifications now works with all languages |
Previously, the Unit Cost and Cost fields in the Kit Specifications window (ININ209500) only worked in Finnish companies. This has now been fixed. |
Order To Cash |
Inventory |
10.08 |
2024-07-09 |
Bug |
All |
| Creating purchase receipt with batch/expiry date failed if the last line in receipt does not require batch/tracking info |
Earlier, POST purchasereceipt-endpoints with batch/expiry date was failing if the last line in receipt did not require batch/tracking info. This has now been fixed. |
API |
API |
10.08 |
2024-07-09 |
Bug |
All |
| Not possible to create a PO Receipt - error message PlanQty Specified cast is not valid |
Earlier, in some circumstances, the error message "PlanQty Specified cast is not valid" and is was not possible to create a PO Receipt. This has now been fixed. |
Order To Cash |
Purchase Order |
10.08 |
2024-07-09 |
Bug |
All |
| Can´t print sales order – error |
Earlier, in some circumstances, the print sales order report in salesorder screen did not work. This has now been fixed. |
Order To Cash |
Sales Order |
10.08 |
2024-07-09 |
Bug |
All |
| Wrong discount amount for some items in salesorder (screenID=SO301000) |
Earlier, the discount amount was calculated incorrect for some items in salesorder (screenID=SO301000). This has now been fixed. |
Order To Cash |
Sales Order |
10.08 |
2024-07-09 |
Bug |
All |
| Error regarding exsice duty additional codes for some ordertypes |
Earlier, for some ordertypes, in sales order screen(screenID=SO301000) you got an errormessage regarding exsice duty and additional codes. This has now been fixed. |
Order To Cash |
Sales Order |
10.08 |
2024-07-09 |
Bug |
All |
| ROT/RUT claim file export when type of work is not specified |
When not specifying Type of work on a ROT/RUT invoice for service or material cost item types the claim Rot/Rut process didn't return the file. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.08 |
2024-07-09 |
Bug |
All |
| Use Read-replica database for Tax reports and inspireres |
The SAF-T report (TX50600S), General ledger transactions with VAT (TX40500S), VAT account control details
/TX40400S) and VAT account control summary (TX40300S) will use the Read-replica database that mean that instead of reading data from the database where all updates are done it reads from a copy of the database. This method will improve the performance on the updates where the work is saved and processed. It will also improve the performance on the report since there are less calls to the read-replica database.
NOTE! In the first release the Dynamic feature toggle have to be activated for the company
(AC_TaxSpecificationDetails_UseReadReplica) |
Accounting |
Reporting to Government |
10.08 |
2024-07-09 |
Change |
All |
| Calculation of batch total in Batch payments |
The issue where the sum total was not calculated in the Batch payments (AP305000) and Reconciliation statements (CA3020PL) window has now been resolved. The sum is updated when you delete lines in the batch payment document. |
Order To Cash |
Customer Ledger |
10.08 |
2024-07-09 |
Bug |
All |
| Fix for report balance by customer to not show voided customer refunds |
The system now excludes voided customer refunds from the report when the filter parameter is set to "Open Documents." When using the "Open+Current Period" or "All Documents" filters, the system displays both the refund and the voided refund. These changes ensure that users see only active refunds in the "Open Documents" view, and the balance is also zero for these voided refunds. |
Order To Cash |
Customer Ledger |
10.08 |
2024-07-09 |
Bug |
All |
| New field "Number of employees" on Supplier screen |
A new field "Number of employees" was added on screen AP303000.
This new field is also available in the GET, PUT and POST Supplier endpoints. |
API |
API |
10.08 |
2024-07-09 |
Change |
All |
| Internal ID added to GET Supplier document endpoint |
InternalID was added to all GET endpoints for controllers SupplierInvoice and SupplierDocument in order to avoid full reload of the supplier document when the supplier number is changed. |
API |
API |
10.08 |
2024-07-09 |
Change |
All |
| Incorrect original commited amount in Balance tab when creating purchase order commitments |
When creating purchase order commitments for multiple tasks in a project, the original commited amount gets incorrectly updated. This has now been fixed. |
Accounting |
Project |
10.09 |
2024-07-16 |
Bug |
All |
| Run allocations screen GL504500 missing |
Screen GL504500 is now visible for application type Visma.net Financials Base Package. |
General |
Access/License |
10.09 |
2024-07-16 |
Bug |
All |
| New columns Posted amount and Transaction amount in Account details screen |
New columns Transaction amount and Absolute amount have been implemented in Account details (GL404000)
The Transaction amount show a positive value for debit amount and a negative value for credit amount.
The Absolute amount show absolute amount, positive for both debit and credit amounts. |
Accounting |
GL Reconciliation |
10.09 |
2024-07-16 |
Change |
All |
| New columns Absolute amount and Reference CD have been implemented in Journal reconciliation screen |
New columns Absolute amount and Reference ID have been implemented in Journal reconciliation (GL30201S)
The Absolute amount show a positive value of the posted amount.
The Reference ID show the customer or supplier number. |
Accounting |
GL Reconciliation |
10.09 |
2024-07-16 |
Change |
All |
| The Light User are not able to create transactions. |
The Light user are now not allowed to create or change batches, invoices and orders or other actions that change transactions. The actions has been disabled. |
Accounting |
Registration |
10.09 |
2024-07-16 |
Bug |
All |
| VAT Report Dutch, 1E show only values Taxable amount and Tax amount is empty |
The error where the taxable amount also was shown in the tax amount column for line 1e is fixed and the tax amount column is now empty for this line. |
Accounting |
Reporting to Government |
10.09 |
2024-07-16 |
Bug |
NL |
| The depreciation was not considering the salvage amount in cases when the salvage amount was added after the asset was already depreciated |
The depreciation was not considering the salvage amount in cases when the salvage amount was added after the asset was already depreciated. This has now been fixed and in the beginning will be released under a feature toggle |
Accounting |
Fixed Assets |
10.09 |
2024-07-16 |
Bug |
All |
| The Depreciation Adjusting line in the split transaction had the same account on both credit and debit side. |
The Depreciation Adjusting line in the split transaction had the same account on both credit and debit side, which was causing wrong values showing in the fixed asset balance by General ledger report (ScreenId FA643000). This has now been fixed. |
Accounting |
Fixed Assets |
10.09 |
2024-07-16 |
Bug |
All |
| Duplicate quantity received when POST v1/PurchaseReceipt after 10.08 |
Earlier, in some circumstances when using POST v1/PurchaseReceipt with body containing allocations , duplicate quantity was received. This has now been fixed |
API |
API |
10.09 |
2024-07-16 |
Bug |
All |
| GET v1/purchaseOrder-endpoint results in timeout |
Earlier, GET v1/purchaseOrder-endpoint resulted in timeout. The performance has now been improved to avoid timeout |
API |
API |
10.09 |
2024-07-16 |
Bug |
All |
| Error message when process several shipments from 'Process shipment'- screen |
Earlier, when several shipments and use of action 'Prepare invoice' was processed in 'Process shipments' (screenID=SO503000) in some circumstances the error message 'Object reference not set to an instance of an object' occured. This has now been fixed. |
Order To Cash |
Sales Order |
10.09 |
2024-07-16 |
Bug |
All |
| Stock and non-stock items images with "%" in their name. |
Stock and non-stock items images that contain "%" in their name can now be uploaded successfully.
No more "undefined: URI malformed" error displayed. |
Order To Cash |
Inventory |
10.09 |
2024-07-16 |
Bug |
All |
| PUT v1/SalesOrder: error "tstamp cannot be empty" |
Earlier, the PUT v1/salesOrder endpoint has given the error "tstamp cannot be empty" under some circumstances. This has now been fixed. |
API |
API |
10.09 |
2024-07-16 |
Bug |
All |
| GET v1/purchaseOrder range - info about ProjectTask.ID missing in response |
Earlier GET v1/purchaseOrder range -endpoint did not include the ProjectTaskID-info in response. This has now been fixed. |
API |
API |
10.09 |
2024-07-16 |
Bug |
All |
| Upgrade of VAT change in Finland from 24% to 25,5% - effective on 1st of September 2024 |
The change to increase the common VAT rate from 24% to 25% for Finland will be upgraded on all Finnish companies.
* Only Vat settings using the default Tax agency are updated.
* A new VAT schedule with date from 01-09-2024 are added for the VAT Id's 01, 06, 11, 11R, 15, 15R, 21, 21R, 24, 24R, 28, 28R.
* User defined VAT Id's having a vat rate of 24% will be upgraded and a VAT schedule added
* The Reporting groups Myynti alv 24%, Myynti alv 14% and Myynti alv 10% change description to Myynti alv korkea %, Myynti alv keski % and Myynti alv matala %
* The report line 301 - 24 %:n vero are updated with To Vat period 08-2024 and and a new Report line is added for 301 - 25 %:n vero with From Vat period 09-2024. If the Report period is Quarter it will be the Q4 that get the new description and for Yearly it will be 2025
* In Reporting groups the new Reporting line is added to Myynti alv korkea % |
Accounting |
Reporting to Government |
10.09 |
2024-07-16 |
Change |
All |
| Previously, when a payment release failed for various reasons, identifying the root cause was difficult. Now, you can see the specific reason for the failure under the warning message icon next to the unreleased payment. |
Previously, when a payment release failed for various reasons, identifying the root cause was difficult. Now, you can see the specific reason for the failure under the warning message icon next to the unreleased payment. |
Purchase to Pay |
Outgoing Payment |
|
2024-07-16 |
Change |
All |
| Support for importing sub account files containing subID |
In version 10.10 we added the column 'Sub account replacement' to the screen Subaccounts - GL203000. This column has to be used when you want to update existing subaccounts using the Load records from file functionality on GL203000. Fill in the new subaccount string in the Subaccount replacement column for the line of the subaccount you want to be replaced and upload the file. Upon successful upload you see both the old subaccount string in the Subaccount column and the new subaccount string in the Sub account replacement column. After clicking the Save button the the Subaccount column is updated with the new subaccount strings and the value in the the Subaccount replacement column is removed.
The new column is hidden by default and has to be added with the Column Configuration |
Accounting |
Registration |
10.10 |
2024-07-23 |
Change |
All |
| Outgoing transactions in Account Statement not automatically matched to existing payments |
In some cases the outgoing transactions in Account Statement were not automatically matched to existing payments created in the system. This has now been fixed. |
Accounting |
Cash Management |
10.10 |
2024-07-23 |
Bug |
All |
| Enhanced Kit assembly endpoint response |
Previously, when you queried the Kit Assembly endpoint to retrieve information on a specific kit assembly, the response did not include critical details about "stock & nonStock ComponentLines" and the "kitAllocations" array. The endpoint's response has now been improved to incorporate these elements. |
API |
API |
10.10 |
2024-07-23 |
Bug |
All |
| The integration between Expense and Visma Net now supports the Paid by company functionality in Expense |
The integration between Visma Net and Expense now supports the functionality for Paid by company in Expense. The feature will from this version be behind a feature toggle and will be available for everyone when pilot testing has been done. |
Accounting |
Time & Expense |
10.10 |
2024-07-23 |
Change |
All |
| Wrong bank transaction rule selected in the Process bank transaction window |
In some cases the wrong bank transaction rule was selected when using the function "Match automatically" in the Process bank transactions (CA306000) window. This is now fixed. |
Accounting |
Cash Management |
10.10 |
2024-07-23 |
Bug |
All |
| Creating purchase receipt with batch/expiry date failed if the last line in receipt does not require batch/tracking info |
Earlier, POST purchasereceipt-endpoints with batch/expiry date was failing if the last line in receipt did not require batch/tracking info. This has now been fixed. |
API |
API |
10.10 |
2024-07-23 |
Bug |
All |
| Change SAF-T file version from 1.10 to 1.20 |
Sending or downloading the SAF-T report to file had the wrong version 1.10 and the report was rejected by the government portal.
The file version is now changed to 1.20 |
Accounting |
Reporting to Government |
10.10 |
2024-07-23 |
Bug |
All |
| Timeout error when Preparing VAT report is fixed |
For companies having the majority of the invoices in a foreign currency with a wide range of currencies the Prepare VAT report could timeout while fetching currency information. Make it impossible to Prepare the report. This have now been fixed. |
Accounting |
Reporting to Government |
10.10 |
2024-07-23 |
Bug |
All |
| Improved performance on navigation on General ledger transactions with VAT |
In the screen General ledger transactions with VAT (TX40500S) there has been made changes in how the lookups for the filter columns are done.
Before it could sometimes take long time to get the lookup list, that was because the lookup also triggered the result query to start.
This has now been fixed and the result query start after you have selected a value in the filtered column |
Accounting |
Reporting to Government |
10.10 |
2024-07-23 |
Change |
All |
| The timeout in the VAT Account control detail/summary screens (TX40300S/TX40400S) has been fixed. |
Due to Pre-booking of Purchase invoices that require additional select of data the VAT Account control screens got a timeout when selecting a period.
We have changed the method to get data for prebooked invoices.
The following columns have been changed:
Tax Category
Tax rate
Calculated tax rate
Tax ID
Tax tran type
VAT Category will not be shown on the Prebook account else the values are as before.
On invoices with more then one VAT Id it is the highest value that are shown on the Prebook account |
Accounting |
Reporting to Government |
10.10 |
2024-07-23 |
Bug |
All |
| Fix for not showing paid invoices with overdue charge below threshold in the "Calculate overdue charges" window. |
When having an invoice that was overdue and paid with less then the threshold set in "Overdue Charges window", the system will now not show the invoice in the Calculate overdue charges window |
Order To Cash |
Customer Ledger |
10.10 |
2024-07-23 |
Bug |
All |
| Payments invoiced to our customers based on consumption |
Now you can know how many Payments are created and released during a given period in order to invoice our customers based on consumption (released date) |
Accounting |
Cash Management |
10.10 |
2024-07-23 |
Change |
All |
| External inventory id can be registered on line level when creating purchase invoices via API |
You can now register External inventory id on line level when creating purchase invoices via API (SupplierInvoice endpoint - registration is enabled for both POST and PUT operations). |
Purchase To Pay |
Supplier Ledger |
10.10 |
2024-07-23 |
Change |
All |
| Changing the currency rate and date on an invoice without saving prior to release now works correctly, ensuring accurate tax table calculations. |
Previously, if an invoice was saved with a certain currency rate, and subsequently, both the rate and the date were changed without saving before releasing, this would lead to incorrect tax table calculations. This problem has been fixed. |
Order To Cash |
Sales Invoice |
10.10 |
2024-07-23 |
Bug |
All |
| You are now able to edit invoice line description for pre-booked invoices |
Previously, you were not able to edit invoice line description for pre-booked invoices. This is now possible from both user interfaces or via API(SupplierInvoice endpoint - Put operation). |
Purchase To Pay |
Supplier Ledger |
10.10 |
2024-07-23 |
Change |
All |
| Support for attachments |
You are now able to add, view and delete attachment for an order and/or order line.
The maximum allowed size of the attachment is 25 MB and supported files are: doc, docx, gif, jpeg, jpg, msg, pdf, pfx, png, ppt, pptx, rtf, tif, tiff, txt, xls, xlsx, xml, zip |
Order To Cash |
New Sales Order |
10.11 |
2024-07-30 |
Change |
All |
| Support for Branches |
When the Branches feature is activated: the branch-fields are available in the Financial settings-tab and order lines. |
Order To Cash |
New Sales Order |
10.11 |
2024-07-30 |
Change |
All |
| As a supporter I want to use the Healing tool to set Claimed status on invoices that having wrong claim status. |
New script in Healing tool 'UpdateCreditNotesAsClaimed' where you can select one or more RUTROT invoices that have claimed status set to FALSE (0) and it should have been TRUE (1). |
Order To Cash |
Customer Ledger |
10.11 |
2024-07-30 |
Change |
All |
| Fix for error when preparing invoice for a confirmed shipment that has a child customer and contact person specified |
For Parent invoicing functionality when preparing an invoice from a confirmed shipment for a sales order that has a child customer and a contact specified in the contact field, the system would show an error regarding contact person not being found for the parent customer. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.11 |
2024-07-30 |
Bug |
All |
| As a user I want Partly deductible VAT expense amount to be included in Deferral schedule. |
Partly deductible VAT using expense account did not included the vat amount that is the expense when you used Deferral code. it only worked when not using expense account. This has been changed and a new check box "Include VAT expense amount in deferral schedule" has been added to the VAT ID on the General ledger accounts tab. When this is selected the VAT expense amount will create a separate Detail line for the expense amount with a Component . |
Purchase To Pay |
Supplier Ledger |
10.11 |
2024-07-30 |
Bug |
All |
| Fix for invoicing contact and address when quotation is copied to sales order for Parent invoicing functionality |
For Parent invoicing functionality when creating a sales order from a quotation for a child customer the wrong invoicing address and contact from the child customer was showing on the Financial details tab. This has now been fixed and now the invoicing address and contact are taken from the parent customer |
Order To Cash |
Sales Invoice |
10.11 |
2024-07-30 |
Change |
All |
| Set "PrebookAcctID" & "PrebookSubID" when prebooking from API |
When using account or subaccount with restrictions system is using the ones from the supplier. The endpoint should return 400 Bad request instead of 200 OK. Another case will be created to follow up this scenario. |
Purchase To Pay |
Supplier Ledger |
10.11 |
2024-07-30 |
Change |
All |
| Previously, when a document booked in foreign currency was partially paid, the system automatically closed the document and payment with the incorrect amounts.
This has now been fixed. |
Previously, when a document booked in foreign currency was partially paid, the system automatically closed the document and payment with the incorrect amounts.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.12 |
2024-08-06 |
Bug |
All |
| Previously, when an overdue invoice with cash discounts was paid, the cash discount amount was subject to be paid twice due to a system error.
This has now been fixed. |
Previously, when an overdue invoice with cash discounts was paid, the cash discount amount was subject to be paid twice due to a system error.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.12 |
2024-08-06 |
Bug |
All |
| Document type not shown on the Commitments tab when using customed order types |
If a customed order type had been used on a document, the document type was not shown in the Type column on the Commitments tab. This has now been fixed. |
Accounting |
Project |
10.12 |
2024-08-06 |
Change |
All |
| LOT/Serial numbers available in GET/Inventory |
It is now possible to expand LOT/serial in GET/Inventory endpoint.
If you use expand=lotSerial without expand=location, it will show the Lot/serial for item on Warehouse level
If you use expand=lotSerial and expand=location, it will show the Lot/serial for item on Warehouse location level
Only Lot/Serial numbers that has a quantity will be included in the response |
API |
New Sales Order |
10.13 |
2024-08-13 |
Change |
All |
| Access to order in interactive API now restricted based on user's access to branch |
For the POST and PATCH endpoints, if a call is done with a user token for a user without access to the order's branch, the endpoint will now return a 404 error. |
API |
New Sales Order |
10.13 |
2024-08-13 |
Change |
All |
| appartment removed from GET |
"appartment" is now, as announced previously, removed from GET/api/v3/SalesOrders/{type}/{orderId}/rotrut.
You use the field "apartment" instead. |
API |
New Sales Order |
10.13 |
2024-08-13 |
Change |
All |
| isRotRutDeductable removed from GET/api/v3/SalesOrders/{type}/{orderId} |
"isRotRutDeductable" is now, as announced previously, removed from GET/api/v3/SalesOrders/{type}/{orderId}.
You use the field "isRotRutDeductible" instead. |
API |
New Sales Order |
10.13 |
2024-08-13 |
Change |
All |
| Input for sortOrder in PATCH/SalesOrders/lines |
It is now possible to set sortOrder to a value higher than the line count of the order. Previously this was not possible and you received an error. |
API |
New Sales Order |
10.13 |
2024-08-13 |
Change |
All |
| POST/SalesOrders/Lines extended with sortOrder |
You can now in POST/SalesOrder/lines set the sortorder for the added line(s). If not provided, the new line(s) will be added last and if providing sort order that already exist, the lines with higher sort order value will get increased sort order. |
API |
New Sales Order |
10.13 |
2024-08-13 |
Change |
All |
| Previously, payments to Swedish Plusgiro were rejected if a purchase credit note number was present in the remittance information.
This has now been fixed. |
Previously, payments to Swedish Plusgiro were rejected if a purchase credit note number was present in the remittance information.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.13 |
2024-08-13 |
Bug |
All |
| After replacing the AutoPay inbox screen, the system was closing documents with the incorrect currency rate when processing invoices in two different currencies that are not the company’s base currency. This issue arose because Visma Net does not support three-currency combinations. Previously, customers would manually add cross rates during payment and release. The new process has now been adjusted to match the old process for handling three-currency combinations. |
After replacing the AutoPay inbox screen, the system was closing documents with the incorrect currency rate when processing invoices in two different currencies that are not the company’s base currency. This issue arose because Visma Net does not support three-currency combinations. Previously, customers would manually add cross rates during payment and release. The new process has now been adjusted to match the old process for handling three-currency combinations. |
Purchase to Pay |
Outgoing Payment |
10.13 |
2024-08-13 |
Bug |
All |
| Entry inquiry available for New sales order screen |
Adding an entry inquiry screen (SO301SPL) that is used together with the new sales order screen (SO30100S).
In the menu, when selecting "Sales Orders (new version)", now the entry inquiry opens. When in the new inquiry screen (SO301SPL) clicking on an existing order or selecting to create a new order, you are directed to the new Sales order screen. |
Order To Cash |
Sales Order |
10.13 |
2024-08-13 |
Change |
All |
| Wrong amounts and error message preparing VAT report whit Exclude transactions from previous periods" for The Netherlands. |
The wrong values and error message when you processed the report and had set the "Exclude transactions from previous periods". is fixed.
The prepare report used the end date of the Report period from the database that are the same as the Start date of the next period.
The result was that transactions having the date on the first day of the next period was included in the summary in the Prepare VAT report screen, but was not processed.
Since these transactions was included in the prepare screen but not processed they gave an error in the Process VAT report that there are some Tax Id's that was not processed. |
Accounting |
Reporting to Government |
10.13 |
2024-08-13 |
Bug |
All |
| Selecting 'Extract From Item Amount' in tax settings is now correctly calculated in the XML |
Earlier, selecting 'Extract From Item Amount' in tax settings caused the XML to display the tax amount incorrectly as a discount. This issue has now been resolved. |
Order To Cash |
Customer Ledger |
10.13 |
2024-08-13 |
Bug |
All |
| Keyboard shortcuts |
You can now use the following keyboard shortcuts (PC and MAC):
Save order: Ctrl+ S or Cmd+S
Add new sales order: Ctrl + I or Cmd+I
Add new line 1: Press "+" and you are scrolled down to new row with cursor in Item ID-field.
Add new line 2: When on last added order line, in any column, in non-edit mode, when clicking arrow down, a new row will be created and the cursor is in Item ID-field. |
Order To Cash |
New Sales Order |
10.14 |
2024-08-20 |
Change |
All |
| CID code and due date are now updated on the VAT report invoice |
After the Norwegian VAT report has been approved by Altinn you get the CID code, due date, amount and bank account in return.
The CID code and due date are now updated on the VAT report invoice.
In the screen AutoReport status you can see the CID code, Due date, total amount and the bank account for the tax agency, in addition the XML files for validation result and PDF receipt are attached.
No change have been made regarding the requirement of Bank account on the tax agency before closing the report. |
Accounting |
Reporting to Government |
10.14 |
2024-08-20 |
Change |
NO |
| General search does not list salesorders anymore |
Earlier, general search did not list salesorders. This has now been fixed. |
Order To Cash |
Sales Order |
10.14 |
2024-08-20 |
Bug |
All |
| Default order type not correct |
Now the correct default order type is set based on the Sales order preferences when a new order is created |
Order To Cash |
Sales Order |
10.14 |
2024-08-20 |
Bug |
All |
| More information in order number dropdown |
In the order number dropdown, more information is now displayed. The new columns are Customer ID, Customer name, Order quantity and Order total |
Order To Cash |
New Sales Order |
10.14 |
2024-08-20 |
Change |
All |
| Possibility to move order lines |
You can now rearrange the order lines using drag & drop. |
Order To Cash |
New Sales Order |
10.14 |
2024-08-20 |
Change |
All |
| New selection for using new sales order UI as default |
In the User settings screen (SM203010) you now have the possibility to choose to only use the new Sales order UI (SO30100S). As default the Classic UI is selected - "Show the classic user interface as standard for the sales order feature". Side by side with the classic menu item "Sales orders" the menu item "Sales orders (New version)" is also shown as default.
However, when the classic UI is deselected ("Sales orders (New version)" is default) the following will happen:
1. Only one menu item shows relating to sales orders.
2. all links referring to Sales orders will be opened in the new UI, one exception (see 3. below).
3. a new menu item "Transfer orders" will show. This menu item links to a unique list screen (SO3011PL) showing only transfer orders. All transfer orders will continue to be created and opened in the classic UI. |
Order To Cash |
Sales Order |
10.15 |
2024-08-27 |
Change |
All |
| Error message when processing many account statements from the Autopay inbox in one operation |
When processing a lot of account statements from the Autopay inbox, sometimes the error "Array dimensions exceeded supported range" appeared. This has now been fixed and the error will not occur anymore. This fix will also improve the overall performance for processing incoming payments and account statements. |
Accounting |
Cash Management |
10.15 |
2024-08-27 |
Bug |
All |
| SupplierAccount endpoint - Exposed subaccount pairing into the response for every AccountID given |
Endpoint provides the possibility for integrations to fetch the GL accounts & subaccounts based on the company configuration. Followed similarly as they would be inserted in the invoicelines for this supplier. The subaccount following the “Combine expense sub. from” setting in AP101000 -window.
SupplierID (Mandatory String for URL path)
vatRegistrationId (Parameter) used to determine what location to pick the values from. In the response content the AccountID & subaccount matching the result from this Supplier will be given under the SupplierAccount.
linesNonTaxable (Parameter) By default set to false. Expense account will be picked matching the class type from the supplier. Instead of the class type of supplier with this parameter can be used to give in the response “Expense non-taxable account” instead, when set to true.
supplierItemId (Parameter) Will verify if there is a match from this “Vendor Inventory ID” within the Inventory ID’s. Value is linked to the Item in the Vendor Details -tab in the field “Vendor Inventory ID”. If Item ID is found corresponding to the Vendor Inventory ID for the Supplier the GL Account & subaccount match from the configuration will be given into response under SupplierItemAccounts. Multiple supplierItemId:s can be fetched during the same call.
Response content summary:
Response always provides the default values from this supplier into the content. They are under the “SupplierAccount”. When items are fetched together with it – They will be listed afterwards individually under the “supplierItemAccounts”.
Remark:
Some of the subaccount combinations are not available to this endpoint, if using subaccount combinations requiring deeper line level input such as branch, project and project task which are not available in this endpoint. |
API |
API |
10.15 |
2024-08-27 |
Change |
All |
| Filtering by employee name in salesorder screen is not working |
Earlier, filtering by employee name in salesorder screen did not work. This has now been fixed. |
Order To Cash |
Sales Order |
10.15 |
2024-08-27 |
Bug |
All |
| Print shipment confirmation through API is not controlled by mailing settings |
Earlier, the 'GET' v1/shipment/{shipmentnbr}/printShipmentConfirmation' did not take the mailing settings in consideration. This has now been fixed. |
API |
API |
10.15 |
2024-08-27 |
Bug |
All |
| Report Purchase receipt invoicing summary |
Before in the report Purchase receipt invoicing summary, when multiple purchase invoices and credit notes was made, they were displayed many times. This has been fixed. |
Purchase to Pay |
Purchase order |
10.15 |
2024-08-27 |
Bug |
All |
| Open retainage amount calculated after validation of balances |
“Unreleased retainage” and “Unpaid retainage” was incorrectly recalculated during validation of vendor balances (AP509900). Problem occurred in specific scenario where the retainage document generated was using different numbering lengths in the refnbr than the original invoice it was generated from.
This has now been fixed. If issue has occurred during validation, when validation is now run again after this fix - The retainages will be recalculated correctly. |
Purchase To Pay |
Supplier Ledger |
10.15 |
2024-08-27 |
Bug |
All |
| Translation for New sales order inquiry |
Now the New sales order inquiry is translated correctly |
Order To Cash |
Sales Order |
10.15 |
2024-08-27 |
Bug |
All |
| costPriceStatistics calculated wrong |
costPriceStatistics were calculated wrong while using AvailabilityDateTime & Condition parameters via the GET Inventory Endpoint, this has now been fixed. |
Order To Cash |
Inventory |
10.15 |
2024-08-27 |
Bug |
All |
| 400 error when default subaccount not found |
Now when an item has a non-existing sales subaccount set as default, for example if the subaccount has been deleted and item has not been updated, we now give a 400 error instead of a 500 error. |
API |
New Sales Order |
10.16 |
2024-09-03 |
Bug |
All |
| Change or Ship date for order line |
Now the Ship date for order line can be changed also when using other Ship complete option than Back-orders allowed |
API |
New Sales Order |
10.16 |
2024-09-03 |
Bug |
All |
| Access to orders based on branches |
Now the order list is not filtered based on the selected branch in the company selector, instead all orders connected to branches the user has access to are shown |
API |
New Sales Order |
10.16 |
2024-09-03 |
Bug |
All |
| Attribute values shown several times |
In certain attribute setups, the same attribute value was shown several times for the same item. This is now fixed. |
API |
New Sales Order |
10.16 |
2024-09-03 |
Bug |
All |
| Selected item not added to order line |
Now after selecting the item, the order line is created. Previously when order type did not have an operation line set in the Template settings of the order type, this did not work correctly |
Order To Cash |
New Sales Order |
10.16 |
2024-09-03 |
Bug |
All |
| Rounding for replacement cost |
Now when line replacement cost contains 3 or more decimals, the cost total of the order is rounded correctly |
Order To Cash |
New Sales Order |
10.16 |
2024-09-03 |
Bug |
All |
| Previously, you could perform partial payments for document-type prepayments in the Process payments window. That has now been fixed. |
Previously, you could perform partial payments for document-type prepayments in the Process payments window. That has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.16 |
2024-09-03 |
Bug |
All |
| Fix for correct invoice action not completing the process when trying to release the corrected document. |
Using the correct invoice action was not completing the process as expected when trying to release the corrected document. This has now been fixed. The system creates the corrected document which can be released and and also the credit note is created for the original document which are both closed. |
Order To Cash |
Sales Invoice |
10.16 |
2024-09-03 |
Bug |
All |
| Correct VAT amount on customer invoice with discount |
Earlier, in one scenario, invoicing the item after the campaign period had ended, led to the invoice not recognizing the discount. In another scenario, the customer's price class had been changed at the time of invoicing. These issues have now been fixed. |
Order To Cash |
Sales Invoice |
10.16 |
2024-09-03 |
Bug |
All |
| PUT /v1/salesorder-endpoint give error when updating customer in salesorder |
Earlier, PUT /v1/salesorder-endpoint give error when updating customer in salesorder. This has now been fixed. |
API |
API |
10.16 |
2024-09-03 |
Bug |
All |
| Improved period handling under drill down from ARM reports |
In version 10.16 we have improved the drill down functionality from ARM reports to the Account details screen GL404000. The chosen period or period interval will now be carried on from the >ARM reports via the General ledger details report CS600000 all way through to the Account details screen GL404000 where the period fields until now where kept empty and the no balances where shown. In the same way, Branch/company and the ledger chosen for the drill down, will be forwarded and used in GL404000 |
Accounting |
GL Reconciliation |
10.16 |
2024-09-03 |
Change |
All |
| Exposed supplierPaymentMethodDetails in GET SupplierLocation Endpoints |
supplierPaymentMethodDetails has now been included in the GET SupplierLocation. Fields provided with this change are the following:
- paymentMethodDetailDescription
- paymentMethodDetailValue
- paymentMethodDetailBankingDetailType
- paymentMethodDetailID |
API |
API |
10.16 |
2024-09-03 |
Change |
All |
| Removed link in screen All email which was not working |
In screen All emails (CO409070), it seemed you could click on the link in Related entity description column to open the related document.
This was not possible, and the code has been changed so lines in this column is not shown as a link. |
Architecture |
Architecture |
10.16 |
2024-09-03 |
Bug |
All |
| Report: Purchase receipt accrual summary |
Report Purchase receipt accrual summary show wrong value when reverse an invoice connected to a receipt. This has now been fixed. |
Order To Cash |
Purchase Order |
10.16 |
2024-09-03 |
Bug |
All |
| Report: Historical purchase receipt accrual summary |
Historical purchase receipt accrual summary show value in Amount not yet invoiced even if the receipt is fully invoiced. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.16 |
2024-09-03 |
Bug |
All |
| Apply refund to payment via API |
Now it is possible to apply a document type supplier refund to a payment via API. |
API |
API |
10.16 |
2024-09-03 |
Change |
All |
| Alternate ID for order line |
Previously order line Alternate ID was set only when a alternate ID was used for adding the Item ID to the order line.
Now if using the standard Item ID, the Alternate ID is set according to priority: Customer part number, Global, Barcode. |
API |
New Sales Order |
10.17 |
2024-09-10 |
Change |
All |
| Improved performance on GET SupplierInvoice endpoint |
The performance of the GET/SupplierInvoice endpoint has been improved.
With the optimizations done for this endpoint, we have included improvements for the different "expand" -details when loaded into the response from each document. By default these expand parameters are always set to true. |
API |
API |
10.17 |
2024-09-10 |
Bug |
All |
| New dialog box for Reverse Action in fixed assets to double check if actions is indeed required |
We implemented a new dialog box for the Reverse Action in Fixed Assets for additional confirmation before completely reversing the fixed asset. The purpose of this dialog box is to avoid reversing fixed assets by mistake |
Accounting |
Fixed Assets |
10.17 |
2024-09-10 |
Change |
All |
| ICD values 0215 and 0216 are now available for Finland |
Earlier, it was not possible to use ISO6523 ICD code list values 0215 and 0216 in the system. This issue has now been fixed. |
Order To Cash |
Customer Ledger |
10.17 |
2024-09-10 |
Bug |
All |
| Users can now release credit notes directly in the SO505000 window |
Earlier, it was not possible to release credit notes in the SO505000 window. This issue has now been resolved. |
Order To Cash |
Sales Invoice |
10.17 |
2024-09-10 |
Bug |
All |
| Error with report Purchase receipt accrual summary PO630500 |
Report Purchase receipt accrual summary PO630500 - if purchase recipt was released and no invoice was added, it did not show up in report. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.17 |
2024-09-10 |
Bug |
All |
| Filter on Release Time Cards (EP505010) |
Earlier, the filter in the Release time card window (EP505010) did refresh the result after you had changed the filter criteria. This has now been fixed. |
Accounting |
Time & Expense |
10.17 |
2024-09-10 |
Bug |
All |
| Sales order mass update |
In the Sales orders PL screen, when doing a mass update from open to hold, hold was not shown. This has now been fixed. |
Order To Cash |
Sales Order |
10.17 |
2024-09-10 |
Bug |
All |
| Mass update purchase order PL screen |
Previously, in the Purchase order list-screen, the mass update for the field Note text was not working. This has now been fixed. |
Order To Cash |
Purchase Order |
10.17 |
2024-09-10 |
Bug |
All |
| Print for purchase order |
Print for purchase order, when having long notes the footer section was moved up. This has now been fixed. |
Order To Cash |
Purchase Order |
10.17 |
2024-09-10 |
Bug |
All |
| Now both Connect and ODP applications are shown in Navbar dropdown. |
In the Visma Net dropdown over available applications for you as a useer, you will now see applications from both ODP and Connect. It means you will see the same applications as in Visma Home page. |
Architecture |
Architecture |
10.17 |
2024-09-10 |
Change |
All |
| Fixed formatting on report values
|
Previously, some values on reports were appearing with incorrect formatting. This has now been fixed. |
Accounting |
GL Reconciliation |
10.17 |
2024-09-10 |
Bug |
All |
| Finnish VAT change to 25,5% - update of chart of account descriptions |
The Chart of account for new Finnish companies have been updated with the new VAT rate 25,5% instead of 24%.
Only new companies will have this text.
Existing customers can export the Chart of accounts to Excel and do a replace in the Description and import this values again. |
Accounting |
Reporting to Government |
10.17 |
2024-09-10 |
Bug |
All |
| Fixed error message when importing generic inquiry from XML-file. |
Reference in XML file to where to place the inquiry in the menu is removed. You will not get the Violation of PRIMARY KEY error any more. Where to place the inquiry in the menu must be decided from you as a user. |
Architecture |
Architecture |
10.18 |
2024-09-17 |
Bug |
All |
| Fix for multiple contacts on a customer set as default |
Previously, when having multiple contacts on a customer and you wanted to set as default more then one contact, the system allowed multiple default contacts. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.18 |
2024-09-17 |
Bug |
All |
| Fix for Contacts with checkmark "Same as in account" for address not set as default |
Previously when having Same as in account marked on a Contact and you wanted to Set as default, the contact was not marked correctly in the Customer window in the Contacts tab. This has now been fixed |
Order To Cash |
Customer Ledger |
10.18 |
2024-09-17 |
Bug |
All |
| Drilldown to the Customer information from the Customer Details window. |
In Customer details window you are now able to drilldown to see the customer information when pressing the customer field. The Customer AR303000 window is opening with the corresponding customer that was selected. |
Order To Cash |
Customer Ledger |
10.18 |
2024-09-17 |
Change |
All |
| Rounding issues on orders with excise duty, not possible to send through AutoInvoice |
Earlier, there was some rounding issues in invoices sent to AutoInvoice when using Excise duty. This has now been fixed. |
Order To Cash |
Sales Order |
10.18 |
2024-09-17 |
Bug |
All |
| Introducing additional line identifier, "LocationID" for more precise Update/Delete Operations in Supplier Detail Lines via PUT Inventory Endpoint |
An additional line identifier, "LocationID," has been introduced to accurately perform Update and Delete operations on Supplier Details lines via the PUT Inventory Endpoint. This ensures precise operation execution when there are multiple lines with the same SupplierID & Purchase Unit. |
API |
API |
10.18 |
2024-09-17 |
Bug |
All |
| POST v1/PurchaseReceipt/[POReceiptNbr]/action/addpurchaseorder give an errormessage |
Earlier, POST v1/PurchaseReceipt/[POReceiptNbr]/action/addpurchaseorder gave an errormessage regarding not finding poOrderNumber in some situations. This has now been fixed. |
API |
API |
10.18 |
2024-09-17 |
Bug |
All |
| As an Accountant I want to prevent the possibility of reversing batches from other workspaces in Journal transactions |
In the screen Journal Transactions the function of reversing batches has been changed.
Batches coming from other modules can not be reversed, an error message is shown.
This has been done to prevent mismatch between General Ledger Transactions and the different modules.
This is the error message: "The batch originated in the [module] and cannot be reversed in the General Ledger module. This behavior can be changed by enabling 'Allow reversing batches from other modules' setting in General Ledger Preferences."
If you performed a reverse in another module with a lookup, you will not get a error message, this will be implemented as soon as possible. |
Accounting |
Registration |
10.18 |
2024-09-17 |
Change |
All |
| Lines can now be deleted from Sales invoices when a group discount is applied. |
Earlier, it was not possible to add two lines and then delete them in Sales invoice when a group discount was applied, without errors. This issue has now been resolved. |
Order To Cash |
Sales Invoice |
10.18 |
2024-09-17 |
Bug |
All |
| Supplierinvoice set to be released from API but is not linked to the batch created and is on balanced -status |
Issue may have earlier occurred if document was actioned to be released and while system is still processing the release – Other changes were being sent parallel against this same document. The updates sent could disrupt the release process and cause issue that the batch created was not linked to the document. Afterwards document was not allowed to be released again.
This has now been fixed. If the system recognizes the release being active and any new modifications would be targeting the document during an release, these changes sent will be denied. Changes cannot be made during an actively on-going release of the document.
1. Updating the document can be done either before releasing the document
2. After the releasing is finished (With limitations what is allowed to be done on already released document)
If any existing document is being affected by this and is not linked to the GL batch – When the document is set to be released again, the system will automatically link it with the batch found. In this state modifications are not allowed against this document until it has been linked to the existing batch with an release action. |
API |
API |
10.18 |
2024-09-17 |
Bug |
All |
| Not all column s translated in Inventory lot/serial history window (IN407000) |
This has now been fixed. |
General |
System Service |
10.18 |
2024-09-17 |
Bug |
All |
| New filter condition in Automation schedules window |
In window Automation schedules (SM205020), in Conditions tab, you can now create filter where condition has the phrase "Does not contain". |
General |
System Service |
10.18 |
2024-09-17 |
Change |
All |
| When a foreign invoice was paid from a domestic cash account, the payment amount was not correctly updated in Visma Net due to rounding issues.
This has now been fixed. |
When a foreign invoice was paid from a domestic cash account, the payment amount was not correctly updated in Visma Net due to rounding issues.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.18 |
2024-09-17 |
Bug |
All |
| Several fixes have been implemented in order to improve the performance when sending payment files to AutoPay via REST API. |
Several fixes have been implemented in order to improve the performance when sending payment files to AutoPay via REST API. |
Purchase to Pay |
Outgoing Payment |
10.18 |
2024-09-17 |
Bug |
All |
| Correction of time card |
Improved the handling of summary lines and calculation of total hours when doing changes on a time card correction. Addressed the issue of sometimes getting duplicate lines in the summary. |
Accounting |
Time & Expense |
10.19 |
2024-09-24 |
Bug |
All |
| The missing error message when reversing batch in other modules is fixed |
The function of reversing batches from another module has been changed in the screen Journal Transactions (GL301000) also when triggered from a pop-up window for example if you open the Batch from Financial Details.
If the setting in General Ledger Preferences 'Allow reversing batches from other modules' is activated, then the 'ask user' window is displayed to answer with YES or NO.
If the setting in General Ledger Preferences 'Allow reversing batches from other modules' is NOT activated then the batches coming from other modules can not be reversed, an error message is shown.
This has been done to prevent mismatch between General Ledger Transactions and the different modules.
This is the error message: "The batch originated in the [module] and cannot be reversed in the General Ledger module. This behavior can be changed by enabling 'Allow reversing batches from other modules' setting in General Ledger Preferences." |
Accounting |
Registration |
10.19 |
2024-09-24 |
Change |
All |
| {}Fix for wrong VAT calculation when using the same amount on freight and discount costs{}. |
Previously, when having the same amount on the freight cost and on the discount, the system was calculating wrong VAT on a sales invoice. This has now been fixed |
Order To Cash |
Customer Ledger |
10.19 |
2024-09-24 |
Bug |
All |
| The depreciation was not calculated correctly for fixed assets with salvage amount |
The depreciation was not calculated correctly for fixed assets with salvage amount. This has now been fixed and it is included under a feature toggle |
Accounting |
Fixed Assets |
10.19 |
2024-09-24 |
Bug |
All |
| As an ISV I want to get and update the note in purchaseReceipt-endpoints |
There is now possible to havet the note for purchasereceipt, in header and lines, in the payload for create/update/read in the purchasereceipt endpoint. |
API |
API |
10.19 |
2024-09-24 |
Change |
All |
| New field "Number of employees" on Customer window |
On the customer under General information you are able to set Number of employees. |
Order To Cash |
Customer Ledger |
10.19 |
2024-09-24 |
Change |
All |
| [Add the field Batch.TranCode to the screen Account Details| |
In version 10.19 a new column "Trans. code" is available in GL404000 Accounting details. The column shows values as defined in GL106000 - Voucher entry codes on transactions entered with Transaction code, typically in GL304000- Journal voucher, GL307000 - Workbooks or GL30100 - Journal Transactions. The new column is per default listed under 'Available columns' in the column configuration window and can individually be added to 'Selected columns' accourding to the users' preferences. |
Accounting |
Registration |
10.19 |
2024-09-24 |
Change |
All |
| Customization for notifications sent by email |
Users can now customize notifications for Customers and/or Suppliers by selecting the company name parameter to display in the email notification.
In cases where a scheduling process fails with errors, the notification sent out will include specific details about the affected company, providing more context for the issue. |
General |
Notifications |
10.19 |
2024-09-24 |
Change |
All |
| Introducing Excise duty for Sweden |
In excise duty for Sweden you can add a duty to any item. Certain customers can be excluded from paying duty. A specific item can also have a duty max amount. The item can also have a duty discount becuase of environmental friendly substances. The excise duty report follows the Swedish guidlines. (Excise duty for alcohol is not part of this release.) |
Order To Cash |
Sales Order |
10.19 |
2024-09-24 |
Change |
All |
| Orders opened in new Sales order UI |
Previously, when user had the role Field-Level Audit and in list screen SO301SPL opened an existing document, the new sales order screen SO30100S showed an empty (no data) document. Now, when a user has Field-Level Audit role and opens up an existing document in list screen SO301SPL then the document is opened correctly in the new sales order screen. |
Order To Cash |
Sales Order |
10.19 |
2024-09-24 |
Bug |
All |
| Extend supplier screen with NACE code |
Supplier card has been extended with a new fields: NACE code. |
Purchase To Pay |
Supplier Ledger |
10.19 |
2024-09-24 |
Change |
All |
| It is now possible to use norwegian charachters in email domain name in the system. |
Earlier you could not use norwegian charachters like øæå in the email domain name. e.g. company@høre.no
This is now possible, but not recommended. |
Architecture |
Architecture |
10.19 |
2024-09-24 |
Bug |
All |
| Changes in the SAF-T file to align to the 1.2 version |
Changes in the SAF-T file to align to the 1.2 version is done.
For customer and supplier addresses we have removed the City and PostalCode if they are empty, instead of having "N/A" in the tag.
For TaxTables the country code are included in the Tax code.
Country code for the tax segment in transactions is not included, this is optional. |
Accounting |
Reporting to Government |
10.19 |
2024-09-24 |
Change |
All |
| Bank account and IBAN are not encrypted in the SAF-T file |
The bank account for customer and suppliers have been encrypted in the file, so it has been unreadable. This is now fixed and the Bank account and IBAN are now shown correctly in the SAF-T file. |
Accounting |
Reporting to Government |
10.19 |
2024-09-24 |
Bug |
All |
| Naming of the SAF-T data file |
Changes in file naming of the SAF-T file when downloading the file to disk.
There is now two option of naming the exported SAF-T file, one is the default minimum suggested by the Norwegian tax authority and the other the way it has been before.
The Check-box "Include Company name and Period in the file name" is added to the screen and is by default off, so it follow the minimum requirement.
The file name will be as following:
Without the setting: SAF-T Financial_999999999_20240912130610_1_1.zip
With the setting: SAF-T Financial_999999999_202401_202401_COMPANY_20240912131236_1_1
Standard:
"SAF-T Financial" states the SAF-T type of file
"999999999" represents the organisation number belonging to the owner of the data
"20240912130610" represents the date and time when the file was created
"_1_1" represents the file 1 of 1 total files in the export
Addition:
"202401-202401" represents the selected from and to Period for the report
"COMPANY" represents the Company name |
Accounting |
Reporting to Government |
10.19 |
2024-09-24 |
Change |
All |
| Filters added for new Sales order UI entry list inquiry(SO301SPL) |
Default filters/tabs has been added to the inquiry(SO301SPL) for new sales order UI. The added filters are Sales order, Invoices, RMA orders, Credit notes, Quotes, My orders |
Order To Cash |
Sales Order |
10.19 |
2024-09-24 |
Change |
All |
| Purchase invoices cash discount and rounding |
Earlier if having rounding on the purchase invoice (AP301000) and trying to generate purchase credit note for the cash discount, there was an error raised. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
10.19 |
2024-09-24 |
Bug |
All |
| Alternate ID for order line |
Alternate ID has been added as column in the order lines and is set according to priority: Customer part number, Global, Barcode. |
Order To Cash |
New Sales Order |
10.20 |
2024-10-01 |
Change |
All |
| Total amounts on supplementary vat report fixed |
The supplementary vat report included amounts from other branches and cause the New total amount, Old total amount and Total to be paid/claimed to be wrong.
This calculation have now been fixed and supplementary report only calculate these amount based on each Company/Branch depending on the branch setting. |
Accounting |
Reporting to Government |
10.20 |
2024-10-01 |
Bug |
All |
| Now the user is able to terminate a contract when using an import scenario |
Earlier, when clicking 'Actions' and selecting 'Terminate Contract,' the user received the following error message: 'Another process has added 'ContractRenewalHistory.' Your changes will be lost (5798 - 7) when using the import scenario.' This issue has now been resolved. |
Order To Cash |
Contract Management |
10.20 |
2024-10-01 |
Bug |
All |
| PUT /v1/Supplierinvoice: Last line of the document deleted and new line inserted, “tstamp cannot be empty” -error |
Earlier, PUT /v1/Supplierinvoice gave an error “tstamp cannot be empty” if during the same update call last line of the document was deleted and a new line was being inserted using "addPOReceiptLines" or "addPurchaseOrders". This has now been fixed. |
API |
API |
10.20 |
2024-10-01 |
Bug |
All |
| Improved test when setting a Branch or an Organization as inactive. |
Earlier, if you tried to set a Branch or an Organization as inactive, this was not possible if you had connected Fixed assets (nevertheless the status of the assets),
Now you change status to inactive if all connected Fixed assets have status;
- 'Reversed' or 'Disposed'.
If assets has statuses 'Active', 'On hold' or 'Fully depreciated', you need to move these assets to another branch before changing status to inactive. |
SecDevOps |
Branch |
10.20 |
2024-10-01 |
Bug |
All |
| Now it is possible to apply a document type payment to a document type supplier refund and also a document type supplier refund to a document type prepayment.
Both are available in UI and API. |
Add a supplier payment to a supplier refund, and a supplier refund to a supplier prepayment |
Purchase To Pay |
Supplier Ledger |
10.20 |
2024-10-01 |
Change |
All |
| Invoices and credit notes containing excise duty or rounding adjustments can now be sent to AutoInvoice without encountering any errors |
Earlier, there was an issue where invoices and credit notes containing excise duty or rounding adjustments failed when being sent to AutoInvoice. This issue has now been fixed. |
Order To Cash |
Customer Ledger |
10.20 |
2024-10-01 |
Bug |
All |
| Report the General ledger based on Public code 1 (Danish requirement) |
For Denmark there is an requirement to be able to report the balance and posted amount based on the Public code 1.
In the Account summary the Public code 1 and Posted amount is added as columns and and two check boxes are added.
Columns
Public code 1 comes from the Chart of Account and must be maintained there.
Posted amount is the summary of Debit amount minus Credit amount
Check-boxes
Show only accounts with debit/credit values:
When this is selected only accounts having debit or credit amount for the selected period will be shown
Group by Public code 1:
When this is selected the summary will be made on Public code instead of the account. Accounts without Public code 1 bill be summarized in a row with a empty Public code. Show currency details can not be used together with Group by Public code 1.
Public code 1 is used in SAF-T reporting as Standard account so it can be used to check out the mapping and control. |
Accounting |
GL Reconciliation |
10.21 |
2024-10-08 |
Change |
All |
| VAT reports with prebooking accounts and subaccount from invoice lines |
Using the new method for Pre-booking of Purchase invoices where you can set different pre-book account on the invoice line, have affected how we present the Vat information in VAT account control summary / details and General ledger transactions with VAT.
VAT information will only be shown on the Pre-book batch where the VAT amount and accounts are present.
On the released batch there will be no vat information on transactions.
NOTE! There is no change using the old method. |
Accounting |
Reporting to Government |
10.21 |
2024-10-08 |
Change |
All |
| Quantity allocation for Kit assembly connected to sales order line |
When a Kit assembly, created and saved from a sales order line, is released, it will now allocate the quantity to the sales order line |
Order To Cash |
Inventory |
10.21 |
2024-10-08 |
Change |
All |
| Link Kit assembly to sales order line |
It is now possible to link a sales order line to a kit assembly in POST /api/v1/kitassembly |
Order To Cash |
Inventory |
10.21 |
2024-10-08 |
Change |
All |
| New fields "Default customer order" and "Default external reference" |
New fields "Default customer order" and "Default external reference" are now available in:
- Customer window (AR303000) under Delivery settings tab ->Default location settings
- Customer Location window (CR303010) when opening from Customer -> Location tab |
Order To Cash |
Sales Invoice |
10.21 |
2024-10-08 |
Change |
All |
| Project history details export to excel |
In earlier version when exporting the Project history details to excel, the file was empty. This has been fixed now and the excel export contains the expected data, |
Accounting |
Project |
10.21 |
2024-10-08 |
Bug |
All |
| Supplierinvoice prebooking – New setting “Use prebooking account & subaccount from invoice lines” in (AP101000) -window. |
Earlier the prebooking account and subaccount could only be set on a document level. If the new setting “Use prebooking account & subaccount from invoice lines” is activated in Supplier ledger preferences (AP101000) -window. With this setting prebooking account and subaccount can be inserted via each invoice line from the Purchase invoices (AP301000) -window.
Behavior is also supported from SupplierInvoice API endpoints; POST&PUT&GET. In the GET response accessed by parameter “expandLinePrebookAccounts” and response will expand these details when set to true.
From this implementation initially, this option is available for Swedish companies when the "Expense reclassification" is enabled (CS100000). |
Purchase To Pay |
Supplier Ledger |
10.21 |
2024-10-08 |
Change |
All |
| Fix for Incorrect or missing descriptions in GET inventory requests when Attribute IDs contain commas. |
The issue where attributes with commas in their IDs resulted in incorrect or missing descriptions in GET inventory API requests has been resolved. This fix ensures that all descriptions are now properly retrieved and displayed, even when commas are present in the attribute IDs. |
API |
API |
10.21 |
2024-10-08 |
Bug |
All |
| Support for uppdating Expiration Date under allocations on a shipment has now been added via PUT /api/v1/shipment/\{shipmentNbr} |
Earlier when updating Expiration Date via PUT /api/v1/shipment/{shipmentNbr} no value was set under allocations on a shipment. This has now been fixed. |
API |
API |
10.21 |
2024-10-08 |
Bug |
All |
| Support for creating a shipment for RM and RR orders with operation: issue is now available for POST api/v2/salesorder/\{salesOrderNumber}/action/createShipment. |
Earlier it was not possible to create a shipment from an RM and RR order with a line with operation: issue via API. Support for creating shipment for issue is now available in the API. |
API |
API |
10.21 |
2024-10-08 |
Bug |
All |
| Exposed "Landed Cost supplier" checkbox (AP303000) on Supplier endpoint |
The Landed Cost Supplier checkbox from the Supplier (AP303000) -window has now been exposed for the endpoint. |
API |
API |
10.21 |
2024-10-08 |
Change |
All |
| The integration between Expense and Visma Net now supports the Paid by company functionality in Expense |
The integration between Visma Net and Expense now supports the functionality for Paid by company in Expense. The feature will from this version be available for everyone. |
Accounting |
Time & Expense |
10.22 |
2024-10-15 |
Change |
All |
| The Action - Auto-budget option is filling automatically the Revenue Budget tab |
In previous versions the action Auto-budget was not working as expected and the Revenue Budget was not filled in correctly. This issue is fixed now |
Accounting |
Project |
10.22 |
2024-10-15 |
Bug |
All |
| Users marked as inactive are no longer appearing in the list to select the project leader |
In previous version it was possible to select users marked as inactive as project leader. Now this issue is fixed and the users marked as inactive are no longer appearing in the list to select the project leader. For projects where the users have already been selected as project leader, these need to be updated manually by replacing the inactive user with the correct one |
Accounting |
Project |
10.22 |
2024-10-15 |
Bug |
All |
| Supplier price worksheets (AP202010) -window the options within load records from file now also supported with Alternate ID |
Earlier when loading records from a file for the Vendor price sheet (AP202010) -window the options “Ignore item status” and “Skip non-existing items” were supported when records were loaded using “Item ID”. These two options are now also supported when importing prices using “Alternate ID”. |
Purchase To Pay |
Supplier Ledger |
10.22 |
2024-10-15 |
Change |
All |
| Fix for sending to Autoinvoice error:"Object reference not set to an instance of an object" |
Previously, some customers experienced problems when sending to Autoinvoice and generating the Peppol xml file, the system showing an error:"Object reference not set to an instance of an object". This has now been fixed. |
Order To Cash |
Customer Ledger |
10.22 |
2024-10-15 |
Bug |
All |
| Freight account for sales is updated in the Norwegian template |
The template database for Norway is updated with correct freight accounts for sales and the following accounts are added in Chart of accounts, Customer classes and Order types.
3090 Viderefakturering av omkostninger ved salg, høy sats
3190 Viderefakturering av omkostninger ved salg, innlands avg.fri
3191 Viderefakturering av omkostninger ved salg, utførsel avg.fri
NOTE! This will only have an affect on companies created in this version and later. |
Order To Cash |
Sales Order |
10.22 |
2024-10-15 |
Bug |
All |
| Sending VAT reports to SKAT.DK (Denmark) where Corporate ID or Vat registration no. contain charters is fixed. |
Changes is made to meet the requirement from the danish tax authority SKAT.DK that did not return the receipt if the Corporate ID contained 'DK' or -. space
Corporate ID and the VAT registration no that contain the country code (DK) will be fixed and the letters .,- (space) will be removed when you are sending a VAT report to SKAT.DK via AutoReport. |
Accounting |
Reporting to Government |
10.22 |
2024-10-15 |
Bug |
All |
| Fix in Account details window when filtering on date |
In the Account details window the "Beginning balance" was not updated if you used the From and To date as additional filter.
This is now fixed and when you filter on "From date" the "Beginning balance" will be recalculated and show the balance for that date.
If you also filter on the "End date" the "Turnover" and "Ending balance" will be recalculated.
This will also work for the "Beginning balance" and "Ending balance" in the details |
Accounting |
GL Reconciliation |
10.22 |
2024-10-15 |
Bug |
All |
| As a user I would like a possibility to re-open a closed financial period so I can complete the accounting when a period has been accidentally closed |
In the Financial periods it is now possible to re-open closed Financial periods.
You can select what workspace you want to reopen, if you select only one workspace the General ledger will always be re-open.
Re-open will reopen all periods after this period.
It is not possible to re-open periods in an earlier year if there are closed periods in the next year. |
Accounting |
Period and Year End |
10.22 |
2024-10-15 |
Change |
All |
| New field "Exclude Debt Collection" in customer window (AR303000) and on customer class window (AR201000) |
New field Exclude Debt Collection is available on customer window (AR303000) and on customer class window (AR201000). This feature will be used by third parties integrators to exclude customers to not be sent to debt collection when the integration is implemented. |
Order To Cash |
Customer Ledger |
10.22 |
2024-10-15 |
Change |
All |
| New field "Exclude Debt Collection" in sales invoice window (AR301000) and on customer invoices window (SO303000) |
New field Exclude Debt Collection is available on sales invoice window (AR301000) and on customer invoices window (SO303000). This feature will be used by third parties integrators to exclude invoices to not be sent to debt collection when the integration is implemented. |
Order To Cash |
Customer Ledger |
10.22 |
2024-10-15 |
Change |
All |
| Payment Request ID exposed in Generic Inquiries |
You now have the Payment Request ID for Generic Inquiries which enables quick drill-down from an invoice to the payment requests (here, including batches and payments) where the invoice is included. Under this ticket the re-direct implemented is to Prepare Payments tab.
Another change that has been added was an adjustment in the Supplier details screen (AP402000) where Last batch ID column has been replaced with Last Payment Request ID. |
Purchase To Pay |
Outgoing Payment |
10.22 |
2024-10-15 |
Change |
All |
| Fix for PUT Stocktake V2 API request processing only the first 5 Lines |
We have resolved an issue caused by the "IsSqlUpdateOptimizationEnabled" feature flag in production environments. This issue limited the PUT Stocktake V2 request to processing only the first five update lines in a payload. The feature flag has now been fixed, and the PUT Stocktake V2 request processes all lines as expected |
API |
API |
10.22 |
2024-10-15 |
Bug |
All |
| Purchase order avilablity |
Availability info on Purchase orders does not take Unit into consideration
This has now been fixed. |
Order To Cash |
Purchase Order |
10.22 |
2024-10-15 |
Bug |
All |
| Purchase receipt invoicing summary |
Incorrect invoice number shown in Purchase receipt invoicing summary (PO631500) this has now been fixed. |
Purchase to Pay |
Purchase order |
10.22 |
2024-10-15 |
Bug |
All |
| Purchase receipt supplier ref |
Supplier ref was not copied from purchase order to purchase receipt. This has now been fixed |
Purchase to Pay |
Purchase order |
10.22 |
2024-10-15 |
Bug |
All |
| You now have the Payment Request ID for Generic Inquiries which enables quick drill-down from an invoice to the payment requests (here, including batches and payments) where the invoice is included, if you click the payment request ID, you will be redirected to Payment Status tab, details section. |
You now have the Payment Request ID for Generic Inquiries which enables quick drill-down from an invoice to the payment requests (here, including batches and payments) where the invoice is included, if you click the payment request ID, you will be redirected to Payment Status tab, details section. |
Purchase to Pay |
Outgoing Payment |
10.23 |
2024-10-22 |
Change |
All |
| RGOLAmount were set with wrong sign for the credit notes after the payment message is processed via webhooks.
The fix has been deployed under a feature toggle |
RGOLAmount were set with wrong sign after the payment message is processed via webhooks.
The fix has been deployed under a feature toggle. |
Purchase to Pay |
Outgoing Payment |
10.23 |
2024-10-22 |
Change |
All |
| In Financial periods window the button "Reopen Periods" was inactive if next year is not created. |
The error where the "Reopen period" button was deactivated when you try to reopen the current year and the next accounting year was missing is fixed and the user does not need to create next year. |
Accounting |
Period and Year End |
10.23 |
2024-10-22 |
Bug |
All |
| As an Accountant I want to import from file, the UoM column in Journal transactions window |
The UoM has been added to the list of valid columns for import through "Load records from file" on the Batch details. |
Accounting |
Registration |
10.23 |
2024-10-22 |
Bug |
All |
| Inquiry for Sales order entry can be used with new sales order UI |
Now when user switches to from Classic sales order UI to new sales order UI, the same inquiry entry list will be used.
Related to this change the option to switch between using classic UI and new UI has been removed from the user preferences, instead the switch to the new UI will be done automatically for all users in the company.
While classic UI is still default, as previously, the user will still be able to create orders with the new UI using the Sales - Transactions - Sales orders (new version) menu selection. |
Order To Cash |
Sales Order |
10.23 |
2024-10-22 |
Change |
All |
| Ordertype RR - Email |
Before it was not possible to send emails from ordertype RR. This has now been fixed. |
Order To Cash |
Sales Order |
10.23 |
2024-10-22 |
Bug |
All |
| Changes in AuditHistory DAC for more flexible inquieries. |
AuditHistory DAC is now expanded with new elements:
- CombinedKey2: Same as ComabinedKey but with | as separator between the values. To get data in this field, CombinedKey needs to be included in the inquery (can be invisible).
- ModifiedFieldsJson: Same as ModifiedFields, but structured as Json. To get data in this field, ModifiedFields needs to be included in the inquery (can be invisible).
- key1-9: From version 10.23, these fields will show the primary column values for the related table. Can be used to create joins to show related data. |
General |
System Service |
10.23 |
2024-10-22 |
Change |
All |
| Access to side panel In Customer window |
In Customer window, we extended the side panel with two new windows: customer documents and sold items for the selected customer. |
General |
Access/License |
10.23 |
2024-10-22 |
Change |
All |
| New GET data for payments |
It is now possible to GET order payment data.
In GET api/v3/SalesOrders/{type}/{orderID} you now have "paymentTotal" and "paymentTotalInBaseCurreny" included in the "totals" section
In addition, a new endpoint GET api/v3/SalesOrders/{type}/{orderId}/payments have been added, which contain the detailed information about payments connected to the order |
API |
New Sales Order |
10.24 |
2024-10-29 |
Change |
All |
| Adding a User defined financial period cause the system to hang. |
When adding a "Financial period" using User defined periods the system hangs and you had to close the browser to access Visma net again.
This error is now fixed and you are able to add user defined periods again. |
Accounting |
Period and Year End |
10.24 |
2024-10-29 |
Bug |
All |
| The status when saving a newly created fixed asset without the cost is now set correctly |
With older versions, when saving a newly created fixed asset without the cost, the status was automatically set to "Fully Depreciated". We fixed this issue and now the status is set correctly. |
Accounting |
Fixed Assets |
10.24 |
2024-10-29 |
Bug |
All |
| Printing shipment |
When printing more then one shipment in process shipment screen the item numbering is wrong . This has now been fixed. |
Order To Cash |
Sales Order |
10.24 |
2024-10-29 |
Bug |
All |
| Fix on posting journal transactions via API with any valid date and time format |
Previously it was not always possible to post a journal transaction via API without using a specific Date and Time format. The user would get the error message : "Another process has added 'CADailySummary'. Your changes will be lost."
Now after the change, it is possible to post a journal transaction via API endpoint with any valid date and time format. |
API |
API |
10.24 |
2024-10-29 |
Bug |
All |
| Fix on "Roll back to released values" in Budget window (GL302010) when total budgeted amount per year is zero on an account |
Up until now, it was not possible to "Roll back to released values" when creating a budget line on a account where the months had positive and negative amounts, that added up to a total yearly value of zero.
The budget line with a total yearly value of 0 would disappear after clicking "Roll back to release values".
Now, after the change, the budget line is still visible in the screen Budget 'GL302010' when clicking "Roll back to release values", if any of the months from the budgeted year, contains a planned amount, even if the total amount per budget year is 0. |
Accounting |
Registration |
10.24 |
2024-10-29 |
Bug |
All |
| Access to side panel in Supplier list window |
In Supplier list window, without leaving the window, the user will now access a side panel that shows purchase invoices, purchase orders, purchase receipts, supplier documents and purchased items for the selected supplier. |
Purchase To Pay |
Supplier Ledger |
10.24 |
2024-10-29 |
Change |
All |
| Approved invoices are not being released automatically |
Previously, in some cases, when purchase invoices were approved in Document Editor, they were not automatically released when "Release document from approval" option was active in Supplier Ledger preferences window (AP101000). |
Purchase To Pay |
Approval |
10.24 |
2024-10-29 |
Bug |
All |
| Historical purchase receipt accrual summary |
The report Historical purchase receipt accrual summary show wrong amount in "Amount not yet invoiced" if partly invoice receipt and new cost is added to the purchase invoice. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.24 |
2024-10-29 |
Bug |
All |
| Possibility to create shipment on 0-lines for items marked 'Flag for Purchase Order' in same way as order lines not marked for PO. |
Now it is possible to create shipment from sales order for lines with items "Marked for purchase order" and zero in availability in the same way as order lines not "Marked for purchase order". |
Order To Cash |
Sales Order |
10.24 |
2024-10-29 |
Change |
All |
| Line break for line note |
It is now possible to add line break for line notes. While entering a line note, when using Enter and new line will be added |
Order To Cash |
New Sales Order |
10.25 |
2024-11-12 |
Change |
All |
| Freight cost error using Copy & Paste |
Now when copying an order with freight cost set, no error is given |
Order To Cash |
New Sales Order |
10.25 |
2024-11-12 |
Bug |
All |
| New shortcuts introduced |
Using shortcuts, it is now possible to navigate to create a order line directly from the header. In addition it is now possible to Create shipment or Convert quite to order using shortcut |
Order To Cash |
New Sales Order |
10.25 |
2024-11-12 |
Change |
All |
| Support for overrideNumberSeries |
It is now possible to set the overrideNumberSeries to override the default number series when order is created |
API |
New Sales Order |
10.25 |
2024-11-12 |
Change |
All |
| Shipment date for Create shipment |
Now when selecting Create shipment for a order, you have the possibility to set the wanted Shipment date |
Order To Cash |
New Sales Order |
10.25 |
2024-11-12 |
Change |
All |
| Support for Copy and Convert order |
It is now possible to copy a order and paste it to create a new order. In addition, after creating a quote order, you can now select the Convert to order-button, to convert the quote to an order. |
Order To Cash |
New Sales Order |
10.25 |
2024-11-12 |
Change |
All |
| The REST API now supports manual file uploads, and files can be downloaded directly from the Payment Status tab either by batch or for all payment requests. Using the general download button - Download Lb files - returns a zip file (even if there’s only one file in the request), while the single download button next to each batch provides a txt file.
Note: The Download Lb files will always show you the number of payment files available to be downloaded on the payment request level |
The REST API now supports manual file uploads, and files can be downloaded directly from the Payment Status tab either by batch or for all payment requests. Using the general download button - Download Lb files - returns a zip file (even if there’s only one file in the request), while the single download button next to each batch provides a txt file.
Note: The Download Lb files will always show you the number of payment files available to be downloaded on the payment request level |
Purchase to Pay |
Outgoing Payment |
10.25 |
2024-11-12 |
Change |
All |
| Depreciation calculation for fixed assets with averaging convention "Next period" |
In previous version the depreciation calculation for fixed assets using the averaging convention "Next period" resulted in negative depreciation values. This issue is fixed now and the depreciation is calculated as expected. |
Accounting |
Fixed Assets |
10.25 |
2024-11-12 |
Bug |
All |
| New GET endpoint LandedCostCode and the l{}{}anded cost fields have been exposed in the SupplierInvoice endpoint |
A new endpoint LandedCostCode has been exposed for the entry screen of Landed Cost Codes (PO2020PL). Supporting the following GET endpoints:
- GET/api/v1/landedCostCode
- GET/api/v1/landedCostCode/{code}
For the Purchase Invoices (AP301000) -window landed costs API support has been added into the SupplierInvoice endpoint. POST/PUT/GET operations are supported. In the GET endpoint the parameter "expandLandedCosts" can be used to expand the information. |
API |
API |
10.25 |
2024-11-12 |
Change |
All |
| Possible to match a supplier refund with a supplier refund |
Previously, you were able to match a supplier refund with a supplier refund. That has now been fixed. |
Purchase To Pay |
Supplier Ledger |
10.25 |
2024-11-12 |
Bug |
All |
| Historical purchase receipt accrual summary report |
The report Historical purchase receipt accrual summary reported was missing text in header. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.25 |
2024-11-12 |
Bug |
All |
| Process bank transactions and use of bank transaction rules |
In some special scenarios when transactions in the account statement were matched to a bank transaction rule in the Process bank transaction screen no line were created in the tab "Create payment". This has now been fixed. The improvement is behind a feature toggle and will not be activated for all customers yet. |
Accounting |
Cash Management |
10.25 |
2024-11-12 |
Bug |
All |
| Export of report Depreciation (FA615010) to Excel. |
Previously, users experienced an issue where the GL account was missing when exporting the "Depreciation" report to Excel. This has now been fixed, and the GL account is correctly included in the export. |
Accounting |
Fixed Assets |
10.25 |
2024-11-12 |
Bug |
All |
| Employee time card - Show comment history |
Previously, users encountered an error message when clicking the "Show Comment History" button on an employee time card. This issue has been resolved, and users can now view the comment history without any interruptions. |
Accounting |
Time & Expense |
10.25 |
2024-11-12 |
Bug |
All |
| New Sales order UI default for new companies |
When a new company is created, the new Sales order UI will be selected as default. |
Order To Cash |
Sales Order |
10.25 |
2024-11-12 |
Change |
All |
| Fixed validation for invoice related lines with non-stock items |
Validation for non-stock items related to invoice data is now fixed. Line Quantity will be compared with base invoice quantity for non-stock items (items with no inventory document created for the invoice) |
API |
New Sales Order |
10.26 |
2024-11-19 |
Bug |
All |
| Fixing update of inventory status for non stock items |
When updating inventory statuses for item without item class an issue caused an error message 500 to occur. The issue has been fixed. For items without item class the update off AvailableQuantity will be skipped. |
API |
New Sales Order |
10.26 |
2024-11-19 |
Bug |
All |
| Refresh-button |
A Refresh-button is now available. The refresh button gets the latest data. |
Order To Cash |
New Sales Order |
10.26 |
2024-11-19 |
Change |
All |
| Exclude components with DefaultComponentQuantity = 0 from availability calculations |
Instead of application error, components with DefaultComponentQuantity = 0 will be excluded from availability calculations |
API |
New Sales Order |
10.26 |
2024-11-19 |
Bug |
All |
| Error message incorrectly displayed inside the details section against a 2 currency payment that after it has been manually released.
This has now been fixed |
Error message incorrectly displayed inside the details section against a 2 currency payment that after it has been manually released.
This has now been fixed |
Purchase to Pay |
Outgoing Payment |
10.26 |
2024-11-19 |
Change |
All |
| Previously, when exporting to Excel column 'Supplier bank account' was not showing the supplier bank account.
This has now been fixed. |
Previously, when exporting to Excel column 'Supplier bank account' was not showing the supplier bank account.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.26 |
2024-11-19 |
Bug |
All |
| FixedAsset API endpoint timeout with ExpandAccounts=True |
With the previous versions we had an issue where the FixedAsset API endpoint timeout with ExpandAccounts=True. This is fixed now and the FixedAsset API endpoint should no longer timeout with any ExpandAccounts settings. |
Accounting |
Fixed Assets |
10.26 |
2024-11-19 |
Bug |
All |
| Missing lines in the convert purchase to assets screen |
With the previous versions we had an issue where not all the purchasing transactions were visible in the convert purchase to assets screen (FA504500). This is fixed now and all transactions should appear in the convert purchase to assets screen (FA504500). |
Accounting |
Fixed Assets |
10.26 |
2024-11-19 |
Bug |
All |
| Deviation on the Reconciliation line of the split transaction |
With the previous versions we had an issue where the reconciliation line of the split transaction was showing a deviation in amount of 0.01. This is fixed now and the reconciliation line is consistent with the amount of the split transaction |
Accounting |
Fixed Assets |
10.26 |
2024-11-19 |
Bug |
All |
| Fix for timeout in Generate Recurring transaction window |
Previously, for some customers that had high numbers of scheduled recurring transactions, the Generate recurring transaction window was not loading any records and was timing out. This has now been fixed |
Order To Cash |
Customer Ledger |
10.26 |
2024-11-19 |
Bug |
All |
| Regular hours per week for employees |
Previously, users were limited to select the regular amount of hours for an employee in the employee card with only one decimal. This is now improved and you can select the regular amount of hours with two decimals. |
Accounting |
Time & Expense |
10.26 |
2024-11-19 |
Bug |
All |
| Quality improvements in the SupplierPayment and SupplierLocation endpoints |
Quality improvements included, which affect the following endpoints;
- SupplierPayment
- SupplierLocation
For the Supplier Payments (AP302000) also an retry mechanism was added into the Release -action. If an issue has occurred where the batch was not able to be linked into the document during the original release - Releasing the payment again will automatically connect the document with the batch generated from it. |
API |
API |
10.26 |
2024-11-19 |
Change |
All |
| ScreenId=SO502000 - emailed order not visible if you want to print |
Earlier, in ScreenId=SO502000, if you wanted to print an emailed order the order was not visible. This has now been fixed |
Order To Cash |
Sales Order |
10.26 |
2024-11-19 |
Bug |
All |
| Report: Purchase receipt accrual summary |
When partly reverse purchase invoice linked to a receipt, the report "Purchase receipt accrual summary" shows the reopened, and not invoiced, qty and amount twice. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.26 |
2024-11-19 |
Bug |
All |
| Report: Purchase receipt accrual details |
When partly reverse purchase invoice linked to a receipt, the report "Purchase receipt accrual details" shows the reopened, and not invoiced, qty and amount twice. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.26 |
2024-11-19 |
Bug |
All |
| Fix for subaccount segment |
Now if the segment length is longer than the segment values, when including the segment value in POST sales order, the segment values are set correct |
API |
New Sales Order |
10.27 |
2024-11-26 |
Bug |
All |
| Support for Kit items & Assembly |
It is now possible to view the kit specification for kit items, in addition it is also possible to create kit assembly for stock kit items and view the create kit assembly |
Order To Cash |
New Sales Order |
10.27 |
2024-11-26 |
Change |
All |
| Added discounted unit price column |
Discounted unit price column is now available |
Order To Cash |
New Sales Order |
10.27 |
2024-11-26 |
Change |
All |
| Fix for cash account error |
Scenario where you got error 'Cash account set on order can not be found' when saving an order is now fixed |
Order To Cash |
New Sales Order |
10.27 |
2024-11-26 |
Bug |
All |
| Quantity in Warehouse lookup not changed |
Now when changing the Item ID on the line, the Warehouse column lookup contains correct quantities |
Order To Cash |
New Sales Order |
10.27 |
2024-11-26 |
Bug |
All |
| "Download Lb files" available in the drop-down list under More Actions button in Payment status tab was not exporting the files correctly
That has now been fixed. |
"Download Lb files" available in the drop-down list under More Actions button in Payment status tab was not exporting the files correctly
That has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.27 |
2024-11-26 |
Bug |
All |
| You are now able to see in the the deviation notification email template the number of deviations split per branch. |
You are now able to see in the the deviation notification email template the number of deviations split per branch. |
Purchase to Pay |
Outgoing Payment |
10.27 |
2024-11-26 |
Change |
All |
| Fix for "Process all" error in Send invoices window (AR508000) |
Previously, when using the "Process all" button for the action Send to autoinvoice in Send invoices window (AR508000), if one invoice had errors and the error message was visible for all invoices, the processing was stopping for all invoices. This has now been fixed. The system will continue the processing for the rest of the invoices and the error message will show only on the invoice that has issues. |
Order To Cash |
Customer Ledger |
10.27 |
2024-11-26 |
Bug |
All |
| Export proforma invoice to Excel |
In window SO64300S, Pro forma invoice could not be saved to Excel. This has now been fixed. |
Order To Cash |
Sales Order |
10.27 |
2024-11-26 |
Change |
All |
| Report Purchase receipt accrual details |
In "Report Purchase receipt accrual details", when it is discount in PO receipt, the "Amount not yet" is wrong. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.27 |
2024-11-26 |
Bug |
All |
| Performance improvement for VAT account control detail (TX40400S) and General ledger transactions with VAT (TX40500S) windows |
The windows VAT account control detail (TX40400S) and General ledger transactions (TX40500S) with VAT are changed and all the Tran. types are collected into one column since they all showed the same value but from different places. This is part of the performance improvement.
The column Tax tran.type and Tran.type unique is merged into Tran.type |
Accounting |
Reporting to Government |
10.28 |
2024-12-03 |
Change |
All |
| Download or sending the SAF-T report you will get a warning message if there is no Standard VAT code on the VAT category. |
A change in the reqirument for the SAF-T report version 1.3 require that a Standard tax code is valid so a check when you download giving you a warning is implemented, telling you that some VAT categories are missing standard vat code and you have to update these. If they are for a foreign branch you can use code "NA". You will be able to download the file but not Send it.
This applies for Norway and Denmark. |
Accounting |
Reporting to Government |
10.28 |
2024-12-03 |
Change |
All |
| New VAT codes for Swedien to handle reporting Sales free of VAT Block E - Row 42 (Övrig momsfri försäljning) |
For new Swedish companies created after version 10.27.00.1001 we have added new VAT ID and VAT category to be able to Report to Block E Row 42.
VAT category 16- Momsfri forsälning has been added
VAT ID 29 - Övrig momsfri forsälning has been added with:
* VAT schedule 0% rate reporting to "Inhemsk momsfri försäljning",
* VAT category 16,
* VAT Zone 01 - Inhemsk
* Document text
da-DK - Momsfrit
en-GB - VAT-exempt
en-US - VAT-exempt
fi-FI - Alv 0%, AVL 55 §
nb-NO - MVA 0%, avgiftsfritt ifølge §55 i momsloven
nl-NL - Lewveringen/diensten belast met 0%
sv-SE - Momsfritt
Existing companies have to add this them if they need this VAT handling |
Accounting |
Reporting to Government |
10.28 |
2024-12-03 |
Change |
All |
| Possibility to edit an voided prebooking via API & UI |
When pre-booked document has been voided, now possible to re-introduce and continue with this document as it would be an new document inserted. Voiding is no longer an permanent state for the document.
Behavior enabled when updating an invoice line field within the voided prebooking. After invoice line is updated:
- Updates the document from "Voided" back to "Balanced" -status
- Removes linking towards earlier batches generated (Pre-releasing and voiding batch)
- Behavior supported from both UI and API. (PUT/SupplierInvoice) |
API |
API |
10.28 |
2024-12-03 |
Change |
All |
| Missing data in FA Balance projection by class (FA670020) Excel export
|
With previous versions the Excel export of FA Balance projection by class (FA670020) was not including all the information displayed in the report and some of the lines were not aligned correctly with the columns. This is fixed now and the Excel export included all columns aligned as expected |
Accounting |
Fixed Assets |
10.28 |
2024-12-03 |
Bug |
All |
| GET/SupplierInvoice endpoint performance improvements |
The performance of the GET/SupplierInvoice endpoint has been improved |
API |
API |
10.28 |
2024-12-03 |
Change |
All |
| Fix for error when confirming shipment |
Now when having new sales order UI activated as default and confirming a shipment for a order that has Orig. order type and Orig. order nbr set, you do not get Object reference error |
Order To Cash |
New Sales Order |
10.28 |
2024-12-03 |
Bug |
All |
| Cost units included when sending Expense claims to Approval |
Cost units are now included when sending Expense claims to Approval, which makes it possible to use an approval flow based on cost units. |
Accounting |
Time & Expense |
10.28 |
2024-12-03 |
Change |
All |
| Purchase receipt attachment |
When sending email purchase receipt attachment was not included. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.28 |
2024-12-03 |
Change |
All |
| GET purchase receipt |
When you did a GET endpoint for purchase receipt v2, Amount and Ext.Cost was switched. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.28 |
2024-12-03 |
Bug |
All |
| New description on shipment line |
Earlier when adding a new line on a shipment and changing the description, the new descripion was not saved. From now on, the newly entered description is saved. |
Order To Cash |
Sales Order |
10.28 |
2024-12-03 |
Change |
All |
| Delete VAT category no longer possible |
Earlier it was possible to delete a VAT category. This lead to errors in the system. Now it is not possible to delete a VAT category. The user should always enter "0" if they do not want any VAT to be calculated on top of the item price. |
Purchase to Pay |
Purchase order |
10.28 |
2024-12-03 |
Change |
All |
| Fix error in import order lines |
In some scenario when running import of order lines with Excel, the page ended up in a load loop. This is now fixed. |
Order To Cash |
New Sales Order |
10.29 |
2024-12-11 |
Bug |
All |
| Possible to drag-and-drop files |
It's now possible to drag-and-drop a file directly to the new sales order screen with having the Attachments pop-up first opened |
Order To Cash |
New Sales Order |
10.29 |
2024-12-11 |
Change |
All |
| Configure mapping structure when importing a file in the orderlines. |
It's now possible to configure a mapping structure when importing a file in the orderlines. This makes it possible to upload Excel files with different column configuration. |
Order To Cash |
New Sales Order |
10.29 |
2024-12-11 |
Change |
All |
| Replacement cost in order line |
Now the Replacement unit cost is shown correctly when the supplier price is in a different currency than the order |
Order To Cash |
New Sales Order |
10.29 |
2024-12-11 |
Bug |
All |
| New window added to maintain Public codes |
A new window for Public codes is implemented (CS20501S)
It will contain Standard account codes that will be used in SAF-T report and the Finnish FIA report.
The column have been changed from numeric to characters so it can contain codes with letters.
The companies will be updated with the country specific standard accounts
Norway:
Standard kontoplan - Alminnelig virksomhetstyper
Other standards will be available as Excel files that can be imported
Standard kontoplan - Bank, finnans og forsikring
KOSTRA Arts KA_K FK, FKF, IKS
Kontoplan stat
Denmark:
Standardkontoplan
Sweden:
Enskilda näringsidkare som inte upprättar ett förenklat årsbokslut
Enskilda näringsidkare som inte upprättar ett förenklat årsbokslut
Aktiebolag, ekonomiska föreningar m.fl. (INK 2)
Ideella föreningar, stiftelser m.fl. (INK 3)
Handelsbolag (INK 4)
Finland:
Liite1-Talousraportoinnin-koodisto FI
You can import several standard accounts but only one can be set as default and will be available in Chart of accounts. |
Accounting |
Reporting to Government |
10.29 |
2024-12-11 |
Change |
All |
| Breaking change on Account endpoint - publicCode1 changes from int to nvarchar(20) |
Due to legal changes required for the SAF-T report that are applicable January 1st 2025, the publicCode1 and publicCode2 fields will change type from int to nvarchar(20).
The publicCode1 field is exposed on the Account endpoint, both on GET, PUT and POST. |
API |
API |
10.29 |
2024-12-11 |
Change |
All |
| Week selection in Time card status |
The week selection (From week and Until week) have been improved in the screen Time card status (EP40450S) |
Accounting |
Time & Expense |
10.29 |
2024-12-11 |
Bug |
All |
| SalesOrder locks up with "Erase commitment" error |
Earlier endpoints POST v1/salesOrder and POST v2/salesorder did not set the letters in the salesorder number to uppercase when manual numbering was used. This has now been fixed. |
API |
API |
10.29 |
2024-12-11 |
Bug |
All |
| Adding values to fixed assets in convert purchase to assets screen |
With previous versions it was possible to add values to reversed, disposed or fully depreciated assets using the convert purchase to assets screen. This issue is fixed now and it is no longer possible to add values to these assets in the convert purchase to assets screen |
Accounting |
Fixed Assets |
10.29 |
2024-12-11 |
Bug |
All |
| Invoiced amount in purchase receipt |
When an invoice is partly invoiced and the user change cost and discount, the not yet invoiced amount showing in purchase receipt is updated wrongly. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.29 |
2024-12-11 |
Bug |
All |
| Pick reason code subaccount in sales order |
Before, if reason code was set in the order type, subaccount was not picked from reason code in the sales order line. This has now been fixed. |
Order To Cash |
Sales Order |
10.29 |
2024-12-11 |
Bug |
All |
| Import scenario for sales order import failing |
Now when a company is switched to the new sales order UI, when running import scenario for sales ordesr the import does not fail |
Order To Cash |
New Sales Order |
10.29 |
2024-12-11 |
Bug |
All |
| Add Account Class Description when performing a Get in the Account Endpoint |
Up until now when making a "Get" on the Account endpoint only the Account Class ID was visible.
The client requested to add also the Account Class Description to information about account.
Now the Account Class Description is also visible on the Account endpoint. |
API |
API |
10.29 |
2024-12-11 |
Change |
All |
| Supplierinvoice prebooking – New setting “Use prebooking account & subaccount from invoice lines” in (AP101000) -window. |
Earlier the prebooking account and subaccount could only be set on a document level. If the new setting “Use prebooking account & subaccount from invoice lines” is activated in Supplier ledger preferences (AP101000) -window. With this setting prebooking account and subaccount can be inserted via each invoice line from the Purchase invoices (AP301000) -window.
Behavior is also supported from SupplierInvoice API endpoints; POST&PUT&GET. In the GET response accessed by parameter “expandLinePrebookAccounts” and response will expand these details when set to true.
Initially was available for Swedish companies, but now this new option has been made available for all countries. |
Purchase To Pay |
Supplier Ledger |
10.29 |
2024-12-11 |
Change |
All |
| Improved navigation on screen GL408000 - Customer and supplier reconciliation |
In version 10.29 we implemented improvements for navigation between financial periods on screen Customer an supplier reconciliation - GL408000. In the window toolbar you will find buttons for "go to first record", "go to previous record", "go to next record" and "go to last record". |
Accounting |
GL Reconciliation |
10.29 |
2024-12-11 |
Change |
All |
| Page updated by another user |
Now the message about "Page has been updated by another user" does not appear anymore |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Line break for Line description |
It is now possible to add line break for the Line description column |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Change |
All |
| Subaccount from salesperson |
Now subaccount is set based on salesperson to order line |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Supplier column visible for order |
Now the Supplier and Supplier price columns are available also for Quote orders |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Supplier currency ID column |
The Supplier currency ID column is now available in the order lines |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Decimals in quantity and price fields |
The decimals shown in price and quantity fields was not based on the company settings. This has now been fixed. |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Contact field disappear |
In some situations when entering/searching a Contact, the field was not visible in the header. This is now fixed. |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Order cannot be opened |
When the order number contain a special character, such as #, the orders could not be opened in the UI. This has now been fixed. |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Support for manual order numbering |
It was not possible to add order number manually (i.e. not generated by the system). This has now been fixed. |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Change |
All |
| Error when changing Requested on date |
Previously when a order was in Back order status and you updated the Requested on-date, you got an error that Completed lines cannot be updated. This is now fixed. |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Notification template from customer |
When printing order report and thereafter clicking Send for creating email, the email settings are now set based on the notification template set on the customer. |
Order To Cash |
New Sales Order |
10.30 |
2024-12-17 |
Change |
All |
| Expose allocations for POST InventoryReceipt API endpoint |
Allocations for serial number and expiration date have been added to the POST InventoryReceipt API endpoint |
Order To Cash |
Inventory |
10.30 |
2024-12-17 |
Change |
All |
| Error appearing when saving the fixed asset without refreshing the page after saving it without cost amount |
With previous versions an error occurred when saving a fixed asset in the scenario where the asset was first saved without the orig. acquisition cost and then saved again after the cost was added without refreshing the page. This issue is fixed now and the fixed asset can be saved without refreshing the page |
Accounting |
Fixed Assets |
10.30 |
2024-12-17 |
Bug |
All |
| CurrDeprPeriod after reversing the disposal of a fixed asset |
With previous versions it was not possible to depreciate a fixed asset after disposing it and reversing the disposal, because the CurrDeprPeriod LastDeprPeriod were set to be equal. This issue is fixed now and the fixed assets can be depreciated after reversing the disposal |
Accounting |
Fixed Assets |
10.30 |
2024-12-17 |
Bug |
All |
| Hide/Unhide expense claims in status Blocked |
The functionality for Hide/Unhide expense claims in the Expense inbox is now also available for Expense claims in status Blocked. |
Accounting |
Time & Expense |
10.30 |
2024-12-17 |
Change |
All |
| As an accountant I want to be able to easily reconcile the vat in a VNF pivot table so I don't have to compare data from different reports and inquiries |
In version 10.30.0, a new feature was introduced for Danish and Dutch companies: a pivot table on taxes that assists accountants in reconciling VAT with ease. This pivot table is accessible through the extended menu under Taxes -> Pivot tables. |
Accounting |
Reporting to Government |
10.30 |
2024-12-17 |
Change |
DK |
| As an accountant I want to be able to easily reconcile the vat in a VNF pivot table so I don't have to compare data from different reports and inquiries |
In version 10.30.0, a new feature was introduced for Danish and Dutch companies: a pivot table on taxes that assists accountants in reconciling VAT with ease. This pivot table is accessible through the extended menu under Taxes -> Pivot tables. |
Accounting |
Reporting to Government |
10.30 |
2024-12-17 |
Change |
NL |
| Fix for drill down to sales/purchase invoice documents on screen TX40500S General ledger transactions with VAT |
In previous versions the drill down to purchase and sales invoice documents on screen TX40500S - General ledger transactions with VAT was not working. This problem is fixed in version 10.30.0 |
Accounting |
Reporting to Government |
10.30 |
2024-12-17 |
Bug |
All |
| What item id to show when there is an alternative ID |
We have reverted back to the original order for the system what item ID to show when an item has an alternative id. From now on the order is:
1. Customer/Vendor ref nbr
2. Global
If Barcode is needed it needs to be added manual, by entering the barcode into the Item Id field. |
Order To Cash |
Sales Order |
10.30 |
2024-12-17 |
Bug |
All |
| Changing company name in Admin page |
When changing comany name i Admin page Visma net, under some scenarios the name was not updated i all relevant tables in ERP.
The fix will be released with version 4.0.0.75 of SystemDataService |
SecDevOps |
Branch |
10.31 |
2025-01-14 |
Bug |
All |
| Allowing the download of the SAF-T report even for companies with an extended financial year. |
Previously, while trying to download the SAF-T report for an extended accounting year, the user would get an error message, preventing him to make the download.
Now after the change, it is possible to download the SAF-T report even for companies with an extended financial year. |
Accounting |
Reporting to Government |
10.31 |
2025-01-14 |
Bug |
All |
| Allowing filtering on "Public Code 1" on the account endpoint. |
Previously it was not possible to filter on "Public Code 1" when using the get range of accounts on the account endpoint because no accounts were returned.
Filtering was possible only by external code, which is similar.
Now after the change, it is possible to filter by "Public Code 1". |
Accounting |
Registration |
10.31 |
2025-01-14 |
Bug |
All |
| Display error in time card for week 01-2025 |
When creating the time card for 01-2025 the week field were not showing any data. This is now fixed and the week is correctly displayed. |
Accounting |
Time & Expense |
10.31 |
2025-01-14 |
Bug |
All |
| Enable change allocation on line level on kit assembly using the PUT /v1/KitAssembly |
You are now able to change allocations of the components in kit assemblies using the PUT /v1/KitAssembly endpoint. |
Order To Cash |
Inventory |
10.31 |
2025-01-14 |
Change |
All |
| Filter on branch in endpoint GET Project |
A new filter has been added to the GET Project endpoint, and it is now possible to filter on branch. |
Accounting |
Project |
10.31 |
2025-01-14 |
Change |
All |
| Fix for saving Public Codes with special characters in Chart of Accounts. |
In earlier versions it was not possible to save Public Codes including special characters such as "dot", "Dash", "Slach". It was not possible to save it in the Chart of Accounts Screen : GL202500, you would get an error message.
This error has been fixed in version 10.31. |
Accounting |
Registration |
10.31 |
2025-01-14 |
Bug |
All |
| Options to Send and Print Dunning Letters to the Customer API endpoint are now available |
Earlier, it was not possible to mark the boxes for sending and printing Dunning Letters to the Customer API endpoint in the Customer window. This has now been fixed. |
API |
API |
10.31 |
2025-01-14 |
Change |
All |
| GET/SupplierDocument endpoint performance improvements |
The performance of the following GET endpoints has been improved:
- api/v1/supplierdocument
- api/v1/supplier/{supplierNumber}/document |
API |
API |
10.31 |
2025-01-14 |
Bug |
All |
| Added possibility to make Payment ref no mandatory for supplier |
To address situations where certain suppliers' bank agreements mandate a payment reference, and payments are rejected if the invoice lacks this information, a new field, Require Payment Reference No., has been introduced in the Supplier class (AP201000) and the Supplier screen (AP30300). By enabling this option for a supplier, users are required to input a payment reference number before saving the invoice, ensuring compliance with bank requirements. |
Purchase To Pay |
Outgoing Payment |
10.31 |
2025-01-14 |
Change |
All |
| Activation status stuck in “Waiting for activation” for new branches in the autoinvoice settings (CS10250S) -window |
In some cases when activating new branches the status was not correctly updated into Activated for the "Activation status" -field displayed in the Autoinvoice settings (CS10250S) -window.
Retry mechanism has been added to automatically rehandle and update the field again when needed. |
Purchase To Pay |
AutoInvoice Receiving |
10.31 |
2025-01-14 |
Bug |
All |
| Budget line should remain visible even after setting the subaccount from the released budget line to status inactive |
Previously, if a subaccount from a released Budget Line would be set to status inactive, then the entire Budget line would disappear from the Budget Screen.
This should not happen, the budget line should remain visible regardless of the status of the subaccount.
Now, after the fix, when setting a subaccount to inactive, the budget line containing this subaccount, will remain visible in the budget screen. |
Accounting |
Registration |
10.31 |
2025-01-14 |
Bug |
All |
| New functionality to send email automatically "on-the-fly" instead of waiting for the scheduled task. |
New parameter in Email preferences window to auto send emails.
Tick the check-boks "Send emails automatically" to enable email sending immediately. Applies for emails generated from screens:
- Email generated from reports
- Send email from data entry screens where available
- AR508000: Action - Email invoice/note
- AR301000: Action - Email invoice/note
- AR522000: Action - Email dunning letter
- AR503500: Action - Email statement
- SO301000: Action - Email Sales Order/Quote
- SO502000: Action - Send by email
- PO503000: Action - Email purchase order
- PO301000: Action - Email purchase order
NOTE! IF parameter is enabled and saved, and active schedule(s) for screen SM507010 or SM507000 exists, you will get a dialog box telling you that the schedule(s) will be disabled.
NOTE! If you use new Sales Order screen, this new automatic sending will not come into effect. Then you need a schedule, or wait until another screen above sends an email. |
Architecture |
Architecture |
10.31 |
2025-01-14 |
Change |
All |
| Purchase invoices (AP301000) -window not loading documents with the "Add purchase order receipt line" |
In some specific scenarios the available receipt lines were not being loaded into the "add purchase order receipt line" -listing and the list appeared empty. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
10.31 |
2025-01-14 |
Bug |
All |
| Order type RC with drop-shipment and lot/serial with expiration date |
Error when create receipt on a RC order with drop-shipment and lot/serial with expiration date. This has now been fixed. |
Order To Cash |
Sales Order |
10.31 |
2025-01-14 |
Bug |
All |
| Ignore outgoing payment messages coming via old flow (AutoPay Inbox) |
Ignore outgoing payment messages coming via old flow (AutoPay Inbox) while webhook messages flow affected. |
Purchase To Pay |
Outgoing Payment |
10.31 |
2025-01-14 |
Bug |
All |
| Wrong account on invoices |
Before, triggering the API action "Prepare invoice", the wrong account from SO was used for the invoice. This has now been fixed. |
Order To Cash |
Sales Order |
10.31 |
2025-01-14 |
Bug |
All |
| Transfer receipt |
Before an Error occurred for transfer receipts, 'VAT category' need to be set. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.31 |
2025-01-14 |
Bug |
All |
| Support for Alternate ID |
It is now possible in POST and PATCH to add AlternateID for an order line |
API |
New Sales Order |
10.32 |
2025-01-21 |
Change |
All |
| Support for Credit verification |
We have now added the Credit verification functionality. This includes support for the Credit limit, Days past due and Limit & Days past due credit rules.
If the credit rule is hit when creating the order, a warning will be displayed.
In addition, if the order type setting "credit rule" is applied, the order will be set to Credit hold status .
In addition, if the order type option for setting orders in Credit hold is activated, the order will be set to Credit hold status when the credit rule is hit. |
Order To Cash |
New Sales Order |
10.32 |
2025-01-21 |
Change |
All |
| Support for credit verification |
If credit verification is activated on the customer, the credit check fails and on the order type the option 'Hold document on failed credit check' is selected, when creating an order the order will be set in the Credit hold status. |
API |
New Sales Order |
10.32 |
2025-01-21 |
Change |
All |
| Barcode alternate ID not set automatically |
Now, if item with cross-reference is added, barcode is not default set as alternate id for order line. |
API |
New Sales Order |
10.32 |
2025-01-21 |
Bug |
All |
| Previously, payments were rejected by the bank if the remittance contact contained a white space. Tis has now been fixed. |
Previously, payments were rejected by the bank if the remittance contact contained a white space. Tis has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.32 |
2025-01-21 |
Bug |
All |
| New functionality for calculation of VAT on representation in the Expense integration for Sweden |
Functionality has been added to handle correct calculation of VAT on representation expenses in the Expense integration for Sweden. |
Accounting |
Time & Expense |
10.32 |
2025-01-21 |
Change |
All |
| Resolved: Incomplete GET Inventory API Response |
The Inventory API endpoint /controller/api/v1/Inventory previously returned only active items when no status parameter was specified. This has been resolved, and now all items, regardless of status, are returned as expected. |
API |
API |
10.32 |
2025-01-21 |
Bug |
All |
| Project Task end date information missing in all relevant API Responses |
With previous versions the end date for project tasks was missing in all relevant API Responses. This is fixed now and we added this information to the relevant API Responses |
Accounting |
Project |
10.32 |
2025-01-21 |
Change |
All |
| New parameters included into supplier domains GET endpoints |
New parameters now available in the following endpoints;
GET/controller/api/v1/supplierInvoice
GET/controller/api/v1/supplierPayment
GET/controller/api/v1/supplierdocument
GET/controller/api/v1/supplier/{supplierNumber}/invoice
GET/controller/api/v1/supplier/{supplierNumber}/document
The new parameters which are now available:
- paymentType (added for SupplierPayment)
- Status (added for SupplierPayment)
- Supplier (Added for SupplierInvoice & SupplierDocument)
- Item (Added for all except SupplierPayment)
- branch (Added for all)
- financialPeriod (Added for all)
- dueDate & dueDateCondition (Added for all)
- docDate & docDateCondition (Added for all)
- balance & balanceCondition (Added for all) |
API |
API |
10.32 |
2025-01-21 |
Change |
All |
| Fix for sales documents that got stuck in wrong status |
Previously, some customers experienced that sometimes the status of the sales documents did not get updated correctly after release. When trying to release the documents again the following error was shown "Transaction error: The document status is invalid for processing". This has now been fixed and will be available first to pilot customers. |
Order To Cash |
Sales Invoice |
10.32 |
2025-01-21 |
Bug |
All |
| Length validation for sub account segment values |
In version 10.32 we implemented a validation of the length for segment values for sub accounts. When you enter a value length deviating from the defines length for the segment you receive an error message for segments with validation and you the value can not be saved for this segment. For segments without validation a warning massage will show up on entering deviating values which then can be saved for this segment |
Accounting |
Registration |
10.32 |
2025-01-21 |
Change |
All |
| Some API endpoints allow non-ascii characters in the LotSerialNbr field |
Previously, non-ascii characters were allowed in the lot-serial number field in the payload for POST/PUT purchaseReceipt- , POST/PUT salesOrder- and POST/PUT Shipment-endpoints. This has now been fixed |
API |
API |
10.32 |
2025-01-21 |
Bug |
All |
| Set sales order with non stock item to completed |
Order line with non stock item and setting uncheck for require shipment, is not set as completed even if order is completed and invoiced. This has now been fixed. |
Order To Cash |
Sales Order |
10.32 |
2025-01-21 |
Bug |
All |
| Cancel by date not set correctly |
Now the Cancel by date is set according to the setting on the order type |
Order To Cash |
New Sales Order |
10.33 |
2025-01-28 |
Bug |
All |
| Support for Alternate ID |
It is not possible to enter Alternate ID for an order line |
Order To Cash |
New Sales Order |
10.33 |
2025-01-28 |
Change |
All |
| Possbility to zoom page |
It is now possible to select the zoom of the page, this way you can yourself select the zoom and thereby, for example, fit in more order lines visible in the page |
Order To Cash |
New Sales Order |
10.33 |
2025-01-28 |
Change |
All |
| Additional custom fields available for order header and line |
In POST Order, PATCH Order, POST Lines, PATCH Lines you are now able to set additional custom fields for the order header and lines. In addition, in GET Order and GET Order Lines, the custom fields can be fetched. |
API |
New Sales Order |
10.33 |
2025-01-28 |
Change |
All |
| Support for Payments |
The new added fields are: customStr1, customStr2, customStr3, customStr4, customStr5, customDec1, customDec2, customInt1, customInt2, customDateTimeUtc1 |
Order To Cash |
New Sales Order |
10.33 |
2025-01-28 |
Change |
All |
| Support of Foreign branches in SAF-T |
Support of Foreign branches in SAF-T is implemented on Branch level.
You will only get the Tax codes for the selected tax agency in the file, if you create the file with empty tax agency you will get all tax codes for all agencies and they will contain the Country of the tax agency.
If it's entered tax information for two counties in on branch it will not work unless you are using different Vat categories for the different countries. |
Accounting |
Reporting to Government |
10.33 |
2025-01-28 |
Change |
All |
| Audit logging.
|
The routine for logging changes in Bankaccounts for Vendors, Customers and Company has been changed.
The values are now not encrypted in the Audit routine, so the actual changes are visisble in the Audit inquiry screens and generic inquiries. |
General |
System Service |
10.33 |
2025-01-28 |
Change |
All |
| Show Info1 and Info2 in the lookup of Public codes |
The columns Info 1 and 2 are displayed in the lookup in Public code 1 so you get more information about the code. The information varies depending on the country. |
Accounting |
Reporting to Government |
10.33 |
2025-01-28 |
Change |
All |
| Added Public code 1 Description in Account summary |
In the Account summary screen we have included the Public code 1 description in the account list when you select "Group by public code 1" that will make the list easier to understand when grouped by public code 1. |
Accounting |
Reporting to Government |
10.33 |
2025-01-28 |
Change |
All |
| GET SupplierInvoice call resulting in time-out |
The time-out experienced in the GET/SupplierInvoice responses was affecting companies with large subaccount registers. This has now been fixed. |
API |
API |
10.33 |
2025-01-28 |
Bug |
All |
| Fix for incomplete updating of customer invoices with deferral codes per line when using API CustomerInvoice endpoint |
Previously, when updating an invoice with Deferral Code using the API PUT operation for CustomerInvoice endpoint not all invoice lines where updated. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.33 |
2025-01-28 |
Bug |
All |
| Email sending from API calls when autosending is active. |
Changes in api/v2/salesorder/{ordertype}/{refnbr}/action/sendbymail.
When new flag for "Send email automatically" was set on Email preferences window, emails generated from this API call was not sent.
This is now fixed. |
General |
System Service |
10.33 |
2025-01-28 |
Change |
All |
| POST v1/shipment/\{shipmentNumber}/action/addLine return errormessage |
Earlier, POST v1/shipment/{shipmentNumber}/action/addLine did return errormessage like "Error: Another process has added SOOrderShipment. Your changes will be lost" in some circumstances. This has now been fixed. |
API |
API |
10.33 |
2025-01-28 |
Bug |
All |
| Credit verification when order status updated |
Now when order status is changed, for example from Hold to Open, the credit verification is run. Meaning, the balances of the customer is correctly updated. As a result, if the credit verification is exceeded, the order status changes to Credit hold. |
API |
New Sales Order |
|
2025-02-04 |
Bug |
All |
| Could not download the SAF-T file |
Downloading the SAF-T file took hours and had to be terminated. This is now fixed and getting the file should only take some minutes. |
Accounting |
Reporting to Government |
10.34 |
2025-02-04 |
Bug |
All |
| SAF-T file rejected by Skatteetaten due to empty tag |
Empty tag in SAF-T file is fixed and all tags has a country code.
It was the Country on the TaxInformation segment that was missing. |
Accounting |
Reporting to Government |
10.34 |
2025-02-04 |
Bug |
All |
| To long text in VoucherDescription tag in SAF-T |
Rejection of SAF-T file bacause of to long text in VoucherDescription tag in SAF-T is fixed and the VoucherType and VoucherDescription are removed from the file.
There is no column that match this in Visma ERP and wrong values was used. |
Accounting |
Reporting to Government |
10.34 |
2025-02-04 |
Change |
All |
| Fix on public codes window |
In version 10.33 a bug was introduced and the country and category description fields from the Public codes window (CS20501S) were set to invisible and thus, it was not possible to add new public codes. This is now fixed and the fields are back on the screen. |
Accounting |
Registration |
10.34 |
2025-02-04 |
Bug |
All |
| Wrong amount on invoice and invoices fail in Autoinvoice |
Earlier, in some circumstances there was wrong amount on invoice and invoices fail in Autoinvoice. This has now been fixed. |
Order To Cash |
Sales Order |
10.34 |
2025-02-04 |
Bug |
All |
| Lines disappearing in the convert purchase to assets screen |
With previous versions, the line in the lower part of the convert purchase to assets screen disappeared when trying to make any changes like selecting the asset class or department, changing the periods or the amount, trying to convert the line to an already existing asset. This is fixed now and the lines in the convert purchase to assets screen can be updated both in the upper and in the lower part of the screen without the lines disappearing |
Accounting |
Fixed Assets |
10.34 |
2025-02-04 |
Bug |
All |
| The disposal date, method and amount were set when the disposal process failed |
With previous versions the disposal date, method and amount were set even if the disposal process failed. This is fixed now and these are set only if the disposal process is successfully completed. |
Accounting |
Fixed Assets |
10.34 |
2025-02-04 |
Bug |
All |
| Wrong balances on GL401000/GL404000 |
Version 10.34 contains a fix for an error that caused wrong balances on screens GL401000- Account summary and GL404000 - Account details. |
Accounting |
GL Reconciliation |
10.34 |
2025-02-04 |
Bug |
All |
| Changed setting in template data for Dutch companies. |
The choise for "Enable PEPPOL invoice" under Autoinvoice settings in window Customer ledger preferenses are now set for newly deployed companies based on Dutch template. |
General |
Setup of new companies |
10.34 |
2025-02-04 |
Change |
All |
| Create shipment add zero lines for shipments |
It was possible to create shipment for non-stock items marked as purchase to order and not yet recevied. This has now been fixed. |
Order To Cash |
Sales Order |
10.34 |
2025-02-04 |
Bug |
All |
| Payment reference opens empty payment |
Now if using other language than English, the Payment pop-up opens the correct payment |
Order To Cash |
New Sales Order |
|
2025-02-11 |
Bug |
All |
| New column for length validation in screen CS202000 - Segment keys |
In version 10.35 vi introduce a new column 'Validate length' in screen Segment keys - CS202000. When you set the the checkbox to true, you are only allowed to enter segment values that natch the length defined in the column 'Length' Deviating values will be rejected with an error message and cannot be saved. When set to false you will receive an warning, indicating the deviation of length but you are allowed to save the new value. |
Accounting |
Registration |
10.35 |
2025-02-11 |
Change |
All |
| When changing valuation method on an item, the values in the database are not correctly updated. |
Previously, when changing valuation method the cost layers in the database were not correctly updated to the new valuation method. This has now been fixed. |
Order To Cash |
Inventory |
10.35 |
2025-02-11 |
Bug |
All |
| Fix for amount stuck in Unreleased balance when using API endpoints |
When using API endpoint to create a sales order and a prepayment, after releasing them, the system would calculate a wrong customer unreleased balance. This has now been fixed. |
Order To Cash |
Sales Invoice |
10.35 |
2025-02-11 |
Bug |
All |
| Invoices with retainage appear wrongly in Convert Purchase to Assets screen |
With previous versions, in the Convert Purchase to Assets screen the retainage amount appeared in a separate line on the account used for the retainage and the line for the original invoice was showing only the remaining amount. This is fixed now and the retainage invoice is not appearing in the convert purchase to assets screen and the original invoice is appearing with the total amount, before retainage. |
Accounting |
Fixed Assets |
10.35 |
2025-02-11 |
Bug |
All |
| The proceeds account set up for each disposal method is not considered when disposing the fixed assets |
With previous versions, when disposing a fixed asset, only the proceeds account on the fixed asset level was considered and the ones set up for each disposal method were disregarded. This is fixed now and the proceeds account, set up for each method is used. |
Accounting |
Fixed Assets |
10.35 |
2025-02-11 |
Bug |
All |
| Project-Commitment tab showing Sales Orders |
We improved the way the sales orders information is read from the database, so that it is retrieved more efficiently. |
Accounting |
Project |
10.35 |
2025-02-11 |
Change |
All |
| New fields on sales invoice window (AR301000) for Debt collection settings |
New fields on sales invoice window (AR301000) for Debt collection settings that can be used by third parties integrators to show relevant information regarding invoices included in the debt collection process. The new fields are: Case Number, Case Type and Case Status. These fields will only be visible if there is a debt collection integration and the sales invoice has been sent to debt collection process. |
Order To Cash |
Customer Ledger |
10.35 |
2025-02-11 |
Change |
All |
| Excise duty - not possible to use ordertype with "No update" on Inventory transaction type |
Earlier, it was not possible to use ordertype with "No update" on Inventory transaction type. This has now been fixed. |
Order To Cash |
Sales Order |
10.35 |
2025-02-11 |
Bug |
All |
| Issues in the setup of of Excise duty - cannot prepare invoice on SO's created before items were added to Excise duty group |
Earlier, preparing of invoice could't be done if salesorder was created before items were added to exciseduty group. This has now been fixed. |
Order To Cash |
Sales Order |
10.35 |
2025-02-11 |
Bug |
All |
| Improved performance on GET SupplierPayment endpoint |
The performance of the GET SupplierPayment endpoints has been improved. |
API |
API |
10.35 |
2025-02-11 |
Change |
All |
| Error in SAF-T report when you have Payment methods containing space |
Using payment methods with space in the code caused the SAF-T report to fail with a sting parsing error. This is now fixed and payment methods containing spaces are accepted when reporting SAF-T. |
Accounting |
Reporting to Government |
10.35 |
2025-02-11 |
Bug |
All |
| api/v1/dimension GET endpoints InternalId field has been added |
For the GET endpoints regarding api/v1/dimension, InternalId field has now been added and exposed into the responses. |
API |
API |
10.35 |
2025-02-11 |
Change |
All |
| Excise duty -allow sales order/invoice creation if there is no rate applicable for the used document date |
Improved functionality for excise duty in transition period from no excise duty use to excise duty use. Now salesorders/invoices created before use of excise duty functionality are calculated correctly depending on the document dates . If there are no rates applicable for the used document date now excise duty transactions are created. |
Order To Cash |
Sales Order |
10.35 |
2025-02-11 |
Change |
All |
| Change of delivery date on the purchase order affects the sales order |
Change of delivery date on the purchase order will now change the delivery date in the sales order. |
Order To Cash |
Sales Order |
10.35 |
2025-02-11 |
Change |
All |
| Audit history function in screens. |
Audit history in screens improved with more info shown in window when this is activate through "Field-Leve- Audit" role. |
General |
System Service |
10.35 |
2025-02-11 |
Bug |
All |
| Not possible to create Prepare Invoice from Process Order |
Not possible to create Prepare Invoice from Process Order when combining Non-Stock Item and zero in amount. This has now been fixed. |
Order To Cash |
Sales Order |
10.35 |
2025-02-11 |
Bug |
All |
| Support for reopen order |
In Actions menu it is now possible to select to reopen a Completed order |
Order To Cash |
New Sales Order |
10.36 |
2025-02-18 |
Change |
All |
| Addition/Deductions do not affect the net value of fixed assets with "Depreciate" mark off |
With previous versions the Balance of fixed assets with "Depreciate" mark of was not updated with the additions/deductions. This is fixed now and the values in the balance of the fixed asset are updated accordingly |
Accounting |
Fixed Assets |
10.36 |
2025-02-18 |
Bug |
All |
| Re-enabled behavior to edit an voided prebooking via API & UI |
When pre-booked document has been voided, now possible again to re-introduce and continue with this document as it would be an new document inserted. Available when updating an invoice line from the voided document. (UI or API)
Functionality was temporarily disabled, while an issue was found impacting scenarios in combination of manually calculated VAT amounts, pre-booking, and split line. This has now been fixed. |
API |
API |
10.36 |
2025-02-18 |
Bug |
All |
| Introducing new fltering possilibities |
Introduce new filtering in the endpoints:
GET v1/PurchaseOrder, GET v1/PurchaseOrderBasic ==> "orderDate", "deliveryDate" and "branch" .
GET v1/shipment ==> "shipmentType" and "shipmentDate"
GET v1/purchasereceipt, GET v2/purchasereceipt and GET v1/purchaseReceiptBasic ==> "receiptDate", "dueDate", "finPeriod" and "branch " |
API |
API |
10.36 |
2025-02-18 |
Change |
All |
| Sales Order disappears from create purchase order screen |
Purchase Order created from Sales Order disappears from create purchase order screen when setting Add zero lines for items not in stock is on. This has now been fixed. |
Order To Cash |
Sales Order |
10.36 |
2025-02-18 |
Bug |
All |
| Additional custom fields available for sales order line |
The new added columns are: customStr1, customStr2, customStr3, customStr4, customStr5, customDec1, customDec2, customInt1, customInt2, customDateTimeUtc1 |
Order To Cash |
New Sales Order |
10.37 |
2025-02-25 |
Change |
All |
| When using Overlay edit feature to edit document fields, an additional page refresh was triggered by the system after closing invoice the preview.
This has now been removed. |
When using Overlay edit feature to edit document fields, an additional page refresh was triggered by the system after closing invoice the preview.
This has now been removed. |
Purchase to Pay |
Outgoing Payment |
10.37 |
2025-02-25 |
Change |
All |
| Previously, due to some inconsistency in processing outgoing payment messages coming from Autopay, the Download LB file button was not displayed.
This has now been fixed. |
Previously, due to some inconsistency in processing outgoing payment messages coming from Autopay, the Download LB file button was not displayed.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.37 |
2025-02-25 |
Bug |
All |
| Project allocation of method Allocate budget with transaction branch "use source" option is not considering the correct branch |
With previous versions, in case the allocation rule is set up with allocation method "Allocate budget" and Transaction branch "Use source", the Run allocations by project process was considering as "source" the branch the user had opened and not the branch on the project task level. This is fixed now and if the Transaction branch is set to "Use source" the branch from project task is considered. |
Accounting |
Project |
10.37 |
2025-02-25 |
Bug |
All |
| Supplier Details (AP402000) -window displayed balance discrepancy due to RGOL Amount |
This discrepancy may have taken place with documents where the expected RGOL between the exchange rate in the system for the invoice was differing from the one applied from the payment. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
10.37 |
2025-02-25 |
Bug |
All |
| Introduce new custom fields in purchaseReceipt-endpoints |
Introduce new custom fields for purchasereceipt- and purchasereceiptBasic -endpoints (header and lines):
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
Valid for:
POST v1/purchaseReceipt
PUT v1/purchaseReceipt
POST v1/purchaseOrderBasic
PUT v1/purchaseOrderBasic
GET v2/purchasereceipt?IncludeCustomFreeFields=true
GET v2/purchasereceipt/[receiptNbr]?IncludeCustomFreeFields=true
GET v1/PurchaseReceiptBasic?IncludeCustomFreeFields=true
GET v1/PurchaseReceiptBasic/[receiptNbr]?IncludeCustomFreeFields=true |
API |
API |
10.37 |
2025-02-25 |
Change |
All |
| New custom fields introduced in generic inquiries for purchasereceipt screens |
Introduce new free fields in purchasereceipt- generic inqueries (header and lines):
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
These fields:
- can be created/updated by API endpoints
- are visible but not editable in UI |
Purchase to Pay |
Purchase order |
10.37 |
2025-02-25 |
Change |
All |
| Introduce new custom fields in purchasereceipt screen for purchasereceiptlines (visible/editable) |
Introduce new free fields for purchase lines in purchasereceipt- screen:
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
These fields:
- can be created/updated by API endpoints
- are visible and editable in UI |
Purchase to Pay |
Purchase order |
10.37 |
2025-02-25 |
Change |
All |
| Introduce new custom fields in purchaseOrder-endpoints |
Introduce new custom fields for purchaseOrder- and purchaseOrderBasic -endpoints (header and lines):
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
Valid for:
POST v1/purchaseOrder
PUT v1/purchaseOrder
GET v1/purchaseOrder?IncludeCustomFreeField
GET v1/purchaseOrder/[ordernumber]?IncludeCustomFreeField
POST v1/purchaseOrderBasic
PUT v1/purchaseOrderBasic
GET v1/purchaseOrderBasic?IncludeCustomFreeField
GET v1/purchaseOrderBasic/[ordernumber]?IncludeCustomFreeField |
API |
API |
10.37 |
2025-02-25 |
Change |
All |
| Webhooks in API v1/v2 using New sales order UI |
If webhooks for sales orders have been setup for API v1/v2, the webhooks will now be created also when using the new sales order UI |
Order To Cash |
Sales Order |
10.37 |
2025-02-25 |
Change |
All |
| Introduce new custom fields in purchaseorder screen for purchaseorderlines |
Introduce new free fields for purchase lines in purchaseorder- screen:
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
These fields:
- can be created/updated by API endpoints
- are visible and editable in UI |
Order To Cash |
Purchase Order |
10.37 |
2025-02-25 |
Change |
All |
| New custom fields introduced in generic inquiries for purchaseorder screens |
Introduce new free fields in purchaseorder- generic inqueries (header and lines):
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
These fields:
- can be created/updated by API endpoints
- are visible and editable in UI |
Order To Cash |
Purchase Order |
10.37 |
2025-02-25 |
Change |
All |
| Introduce new custom fields in shipment-endpoints |
Introduce new custom fields for shipment-endpoints (header and lines):
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
valid for:
GET v1/shipment[shipmentNbr]?IncludeCustomFreeFields=true
GET v1/shipment?IncludeCustomFreeFields
PUT v1/shipment[shipmentNbr]
POST v1/shipment |
API |
API |
10.37 |
2025-02-25 |
Change |
All |
| Introduce new custom fields in shipment screen for shipmentlines (visible/editable) |
Introduce new free fields for shipmentlines in shipment screen:
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
These fields:
- can be created/updated by API endpoints
- are visible and editable in UI |
Order To Cash |
Sales Order |
10.37 |
2025-02-25 |
Change |
All |
| New custom fields introduced in generic inquiries for shipment screens |
Introduce new free fields in shipment- generic inqueries (header and lines):
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
These fields:
- can be created/updated by API endpoints
- are visible but not editable in UI |
Order To Cash |
Sales Order |
10.37 |
2025-02-25 |
Change |
All |
| New custom fields introduced in generic inquiries for salesorder screens |
Introduce new free fields in salesOder- and salesOrderLine- generic inqueries:
- CustomStr1
- CustomStr2
- CustomStr3
- CustomStr4
- CustomStr5
- CustomDec1
- CustomDec2
- CustomInt1
- CustomInt2
- CustomDateTimeUtc1
These fields:
- can be created/updated by API endpoints |
Order To Cash |
Sales Order |
10.37 |
2025-02-25 |
Change |
All |
| Fix for cash account restricted based on branch |
Cash account will be set to null if default one is branch restricted and cash account was not provided |
API |
New Sales Order |
10.38 |
2025-03-04 |
Bug |
All |
| Incorrect sales accounts are provided in new SO |
Updating an item ID also updates sales account ID |
Order To Cash |
New Sales Order |
10.38 |
2025-03-04 |
Bug |
All |
| Incorrect account used for non-stock item |
Now when adding a non-stock item to the order the correct default sales account is set |
Order To Cash |
New Sales Order |
10.38 |
2025-03-04 |
Bug |
All |
| 500 error when creating order |
Now if a order has been created and thereafter deleted, and you reuse the same order number for a new order, no error will come |
API |
New Sales Order |
10.38 |
2025-03-04 |
Bug |
All |
| Implementation of ETag/If-Match functionality in the shipment endpoints |
In shipment endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
API |
API |
10.38 |
2025-03-04 |
Change |
All |
| Implementation of ETag/If-Match functionality in the purchaseOrder endpoints |
In purchaseOrder endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
API |
API |
10.38 |
2025-03-04 |
Change |
All |
| Implementation of ETag/If-Match functionality in the supplier endpoints |
In supplier endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page |
API |
API |
10.38 |
2025-03-04 |
Change |
All |
| Performance issues on the Convert purchase to assets screen |
With previous versions, there were some issues with the loading of transactions in the convert purchase to assets screen. This issue is fixed now and the transactions are loaded and the users can scroll through the pages without any issues |
Accounting |
Fixed Assets |
10.38 |
2025-03-04 |
Bug |
All |
| Implementation of ETag/ifMatch functionality in the purchaseReceipt endpoint |
In purchaseReceipt endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
API |
API |
10.38 |
2025-03-04 |
Change |
All |
| Supplier price worksheets (AP202010) – Load records from file not using selected mode |
Issue using the “Update existing” and “Bypass existing” -modes when importing the file. These modes have now been fixed and can be used among the third option “Insert all records”. |
Purchase To Pay |
Supplier Ledger |
10.38 |
2025-03-04 |
Bug |
All |
| Validate Vendor Payment Details (AP50950S) value displayed incorrectly |
Display of Validate Vendor Payment Details (AP50950S) for the values to be approved were being displayed incorrectly as encrypted, if the list being loaded had an invalid value entry from any of the Suppliers being currently listed. This has now been fixed.
If an Supplier has been given invalid entry into the payment details, this needs to be corrected by entering the correct value from the Supplier (AP303000) -window. |
Purchase To Pay |
Supplier Ledger |
10.38 |
2025-03-04 |
Bug |
All |
| Public codes for mapping of accounts related to the appropriation of profit or allocation of loss |
We have now added a new public codes 8800 and 'NA', which can be used by most companies for mapping their accounts related to the appropriation of profit or allocation of loss.
This account is not used in the "Income statement", so it's only for mapping in SAF-T Financial for analysis purpose. This account is not included in the Income Statement and is intended solely for mapping in SAF-T Financial for analytical purposes. Mapping your accounts to this 8800 is optional. However, if you choose not to use it, please ensure that accounts related to the appropriation of profit or allocation of loss are mapped to the code 'NA'.
The codes will be updated automatically but if you have entered these values it will not update these
If your Public codes are missing or have wrong texts you can add/modify them manually with the following values.
Public code = 8800
Code description = Disponering av årets overskudd/dekning av årets underskudd
Grouping category = resultatDisponeringForSAF-T
Info1 = Enkeltpersonforetak, Øvrige selskap, Selskap m.deltakerfastsetting(SDF), Samvirkeforetak(SA), NOKUS
Info2 = Ingen regnskapsplikt, Full regnskapsplikt, Begrenset regnskapsplikt
Public code = NA
Code description = Kontoer unntatt fra rapportering og SAF-T
Grouping category = NA
Info1 = Enkeltpersonforetak, Øvrige selskap, Selskap m.deltakerfastsetting(SDF), Samvirkeforetak(SA), NOKUS
Info2 = Ingen regnskapsplikt, Full regnskapsplikt, Begrenset regnskapsplikt |
Accounting |
Reporting to Government |
10.38 |
2025-03-04 |
Change |
All |
| Message that there are Balanced batches when downloading or sending the SAF-T file. |
The message that you have balanced batches that you have to release before you can send the SAF-T file is was including batches that was "Scheduled", "Deleted" or "Voided".
This is now fixed and these batches shall not be checked and give an warning when Downloading or Sending the SAF-T report. |
Accounting |
Reporting to Government |
10.38 |
2025-03-04 |
Bug |
All |
| Align behaviour of v1 and v2 createShipment endpoint with UI |
Improved quality in v1 and v2 salesorder/[ordernumber]/action/createShipment endpoints regarding salesorderstatus. |
API |
API |
10.38 |
2025-03-04 |
Change |
All |
| The new custom free columns in purchasereceipt-screen (screenID=PO30200) should be editable until the receipt is released. |
From now the new custom free columns in purchasereceipt-screen (screenID=PO30200) is editable until the receipt is released. |
Purchase to Pay |
Purchase order |
10.38 |
2025-03-04 |
Change |
All |
| The new custom free columns in shipmentscreen (screenID=SO302000) should be editable until the shipment is confirmed |
The new custom free columns in shipmentscreen (screenID=SO302000) is now editable until the shipment is confirmed |
Order To Cash |
Sales Order |
10.38 |
2025-03-04 |
Change |
All |
| Improved error message when preparing invoice for return order |
Now when preparing an invoice for a return order in the new sales order UI, if the same invoice rows have been added to another return order, the error message contain more detailed information on why the invoice cannot be created |
Order To Cash |
Sales Order |
10.38 |
2025-03-04 |
Bug |
All |
| Non stock item in a sales order marked for purchase order. |
When a non stock item is used in a sales order and marked for purchase order, when you release the receipt an error messages appeared. This has now been fixed. |
Purchase to Pay |
Purchase order |
10.38 |
2025-03-04 |
Bug |
All |
| Support for automatic notifications |
Now if automatic notification has been setup for sales order, notifications will also be triggered from the new Sales order UI |
Order To Cash |
New Sales Order |
10.39 |
2025-03-11 |
Change |
All |
| Errors in Reopen VAT periods is corrected. |
The error in VAT periods when you tried to reopen the last VAT period of the year or any other period in the previous year is now corrected.
The limitation that was regarding reopen VAT periods in earlier year has been removed and there is no limitation of what VAT period you can reopen. |
Accounting |
Reporting to Government |
10.39 |
2025-03-11 |
Change |
All |
| If disposal fails due to some missing settings, the asset was still set to status Disposed |
With previous versions, if the disposal failed due to some data error (example; inactive period, incorrect account, etc), the status of the asset was set to Disposed, even though the disposal transaction was created but not Released. This is fixed now and if the disposal fails, the transaction is not created and neither the status is set to disposed nor the disposal amount or method are set. |
Accounting |
Fixed Assets |
10.39 |
2025-03-11 |
Bug |
All |
| Wrong discount calculation when discount code is set to “Document “ and there are multiple shipments |
Earlier, in some circumstances wrong discount was calculated when discount code was set to “Document “ and there were multiple shipments. This has now been fixed. |
Order To Cash |
Sales Order |
10.39 |
2025-03-11 |
Bug |
All |
| Pending VAT uses the correct dates when Tax agency is using Financial end date as VAT period. |
The error when pending tax documents used the document date as tax period even if the tax agency setting is Use financial period's end date as VAT period, not document date is corrected.
The documents processed by Recognise input VAT (TX503500) and Recognise output VAT (TX503000) are now updating the dates correctly so the document is included in the correct VAT period. |
Accounting |
Reporting to Government |
10.39 |
2025-03-11 |
Bug |
All |
| Fix for menu tiles and use of URL for new Sales order UI |
Now when only using the new Sales order UI, when selecting to create a new order using the menu tiles the correct order type is set. Previously you had to click on the tile twice for the correct order type to be set.
In addition, now when adding URL with reference to the new Sales order UI and the order type and order number, the correct order is opened. Previously a new empty order was opened. |
Order To Cash |
New Sales Order |
10.39 |
2025-03-11 |
Bug |
All |
| Process screen create purchase order |
Link to Sales order still appears in process create purchase order screen, even if it was linked to a purchase order. This has now been fixed |
Order To Cash |
Purchase Order |
10.39 |
2025-03-11 |
Bug |
All |
| Purchase receipt |
All items on purchase order did not appear in purchase receipt, this has now been fixed. |
Purchase to Pay |
Purchase order |
10.39 |
2025-03-11 |
Bug |
All |
| Field UOM was wrongly positioned in the Journal transaction screen |
In Journal transactions (GL301000) the UMO column appear as the first column when open the window. This is now fixed and it's hidden by default. |
Accounting |
Registration |
10.39 |
2025-03-11 |
Bug |
All |
| Depreciation failing with error "Attempted to divide by zero" for fixed assets with averaging convention "Full Day" |
With previous versions the depreciation was failing with error "Attempted to divide by zero" for fixed assets with averaging convention "Full Day". This is fixed now and the assets can be depreciated without any issues |
Accounting |
Fixed Assets |
10.40 |
2025-03-18 |
Bug |
All |
| Show weight in purchase order |
New field "Weight" is added in Purchase order under the tab "Other information". The value is summarizing the stock items packaging weight. |
Order To Cash |
Purchase Order |
10.40 |
2025-03-18 |
Change |
All |
| Fix for branch specific Number series for Shipments |
Now when you have setup branch specific number series for shipments, the number series is picked based on the branch selected on the order |
Order To Cash |
Sales Order |
10.40 |
2025-03-18 |
Bug |
All |
| Error message incorrectly displayed |
When a payment was not released, the warning message displayed was incorrect.
This has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.41 |
2025-03-25 |
Bug |
All |
| Supplier ref column is now available in the details of the payment request |
You have now available the "supplier ref" column in Payment Status tab as well. It can be details in the details of each payment request and in the export to excel as well based on the customization each user has. |
Purchase to Pay |
Outgoing Payment |
10.41 |
2025-03-25 |
Change |
All |
| "Correct Invoice" action disabled for documents marked as Closed. |
Previously, "Correct Invoice" option was enabled for all documents no matter their status. The feature has been now disabled for closed documents in order to avoid inconsistency during the process. |
Purchase To Pay |
Supplier Ledger |
10.41 |
2025-03-25 |
Bug |
All |
| Send email automatically activated for new companies. |
Send email automatically now active for new companies.
In window Email preferences, the option for Send email automatically is enabled.
This will only affect newly provisioned companies. |
General |
Setup of new companies |
10.41 |
2025-03-25 |
Change |
All |
| Released/unreleased filter on the API get budget endpoint |
In version 10.41 we added the 'isReleased' filter to the API get budget endpoint. When set to true the response only contains budget lines with status released. Set to false it will return unreleased budget lines only and not set returns all budget lines regardless their status. |
Accounting |
GL Reconciliation |
10.41 |
2025-03-25 |
Change |
All |
| Budget line should remain visible even after setting the subaccount from the released budget line to status inactive |
Previously, if a subaccount from a released Budget Line would be set to status inactive, then the entire Budget line would disappear from the Budget Screen.
This should not happen, the budget line should remain visible regardless of the status of the subaccount.
Now, after the fix, when setting a subaccount to inactive, the budget line containing this subaccount, will remain visible in the budget screen. |
Accounting |
Registration |
10.41 |
2025-03-25 |
Bug |
All |
| Fix importscenario affecting Send and Sent to Autoinvoice |
Previously when using an import scenario, for an invoice that has been already sent to Autoinvoice, with the instruction to unmark the setting "Send to Autoinvoice" as well as "Sent to Autoinvoice", the system was unmarking the checkbox blocking the invoice to be reversed or corrected. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.41 |
2025-03-25 |
Bug |
All |
| Filter on ordertype in Process shipment screen |
As an warehouse manager I would like to automate processing of shipments by order type. This has now been implemented in process shipment screen. |
Order To Cash |
Sales Order |
10.41 |
2025-03-25 |
Change |
All |
| Freight cost in document currency |
Freight added to the shipment documents, as well as in UI, does not show in the same currency as the items. This has now been fixed. |
Order To Cash |
Sales Order |
10.41 |
2025-03-25 |
Change |
All |
| The Supplier reference field behavior with purchase invoices using payment term with multiple installments |
Earlier if user wanted to create purchase invoices with multi-installment payment term and were using also the setting: “Raise an error on duplicate supplier reference number”. This caused an error due to system trying to use same supplier ref number on all installment invoices.
From now on when releasing a document with Installment terms together with the duplicate prevention, system will automatically make the supplier reference numbers unique on the generated installment invoices.
Supplier reference field "123" would be numbered with 3 installments as; "123-1", "123-2" and "123-3". |
Purchase To Pay |
Supplier Ledger |
10.41 |
2025-03-25 |
Change |
All |
| Currency information on Economy tab in Hämta Företagsinformation. |
To clarify the information on the "Economy" tab we have introduced information about currency. |
General |
Hämta företagsinformation |
10.41 |
2025-03-25 |
Change |
SE |
| Automation schedule failed for fixed asset depreciation |
With previous versions in some scenarios the automation schedule for fixed assets depreciation was failing, This is fixed now and the automation schedule for fixed assets depreciation should work as expected, as long as the feature toggle is activated. |
Accounting |
Fixed Assets |
10.42 |
2025-04-01 |
Bug |
All |
| Extend Attributes on API endpoints Projecttask and ProjectAccountGroup |
With previous versions the API endpoints for Projecttask and ProjectAccountGroup didn't include the option to include the attributes in the response. We added the possibility to include the attributes in the response of Projecttask and ProjectAccountGroup API endpoints and this will be released under a feature toggle. |
Accounting |
Project |
10.42 |
2025-04-01 |
Change |
All |
| New client id: "Branch cannot be found in the system" -error |
API calls made with a new client ID not yet registered into database of the company - Unable to locate the access for the branches directly after.
This has now been fixed and the cache will be automatically refreshed after a new client id is registered as a user. |
API |
API |
10.42 |
2025-04-01 |
Bug |
All |
| Changes in screen CS202000 - Segment keys for handlig of subaccount segments |
In version 10.42 vi er introducing a new way of adding or editing existing segments for the Segment key 'SUBACCOUNT' in screen CS202000 - Segment keys. When you chose SUBACCOUNT in the Segment key ID field in the top section, the Add row menu item in the grid section will be disabled and you find the the new Add/edit segment menue item enabled in the menue line. By clicking this new item you will be redirected to the Assisted setup screens for subaccounts which will guide you through the setup of segments and subaccounts in a safe way. This change was introduced in order to reduce the risk of erroneous and undesirable subaccount setups. |
Accounting |
Registration |
10.42 |
2025-04-01 |
Change |
All |
| Created purchase invoices when expense claims include both receipts paid by employee and by company. |
Earlier two purchase invoices were created when an expense claim included both receipts paid by employee and company (same VAT zone). This is now changed and only one purchase invoice will be created.
Be aware that in cases where different VAT zones are used on the receipts the system still creates one purchase invoice per VAT zone. |
Accounting |
Time & Expense |
10.42 |
2025-04-01 |
Change |
All |
| Shipment confirmed even though customer has status: 'Credit hold' |
Earlier, shipment could be confirmed even though customer had status: 'Credit hold'. This has now been fixed. |
Order To Cash |
Sales Order |
10.42 |
2025-04-01 |
Bug |
All |
| New API filter parameters for all customer endpoints used for different customer document types |
We have added new filter parameters in the following API endpoints: CustomerInvoice, CustomerCreditnote, CustomerDebitnote, CustomerOverdueCharge, Cashsale, CustomerWriteoff. These filter parameters are: branch, docDate, docDateCondition, financialPeriod, customer, documentDueDate, documentDueDateCondition
Also new filter parameters in CustomerPayment endpoint: branch, docDate, docDateCondition, financialPeriod |
API |
API |
10.42 |
2025-04-01 |
Change |
All |
| Update batch description and transaction description on released batches |
You are now able to change the Batch description and the Transaction description on batches. To enable this you have to check the Enable the description field for batches and transactions in General ledger preferences. |
Accounting |
Registration |
10.42 |
2025-04-01 |
Change |
All |
| Rejected SAF-T files by Altinn due to strange characters in BankAccountNumber on customer and suppliers. |
Customer and Suppliers bank accounts/IBAN containing unreadable characters in due to wrong decryption of the Bank account no.
If the bank account contained some control characters like &#|\... the government rejected the file and with the error Syntax error in the file.
The error is now fixed and it can be checked by opening the file and search for and see if the values looks normal. |
Accounting |
Reporting to Government |
10.42 |
2025-04-01 |
Bug |
All |
| Fix for balance discrepancy when reversing invoice and applying note via API |
Earlier, when using an integration to reverse and apply invoices with credit memos on a different date then the original invoice, the system was creating a wrong journal transaction not using the correct date. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.42 |
2025-04-01 |
Bug |
All |
| Shipment created by scheduler is missing tenantID and connectID on webhook message. |
Earlier, tenantID was missing in webhook notifications when shipment was created by scheduler in process screen. This has now been fixed. |
Order To Cash |
Sales Order |
10.42 |
2025-04-01 |
Bug |
All |
| When creating invoice, wrong error message "discount total exceed line total" |
Previously, when creating an invoice - based on a sales order with document discounts and currency is separate from base currency - you receive an error "Discount total can not be bigger than line total". This issue has now been fixed |
Order To Cash |
Sales Order |
10.42 |
2025-04-01 |
Bug |
All |
| Customer invoice |
When customer invoice with non stock items was deleted, and then the quantity was updated, the new invoice showed incorrect quantity. This has now been fixed |
Order To Cash |
Sales Order |
10.42 |
2025-04-01 |
Bug |
All |
| Excise duty for Alcohol Products |
Now it is possible to calculate Excise Duty for alcohol products.
It is already from the start possible to add several Excise Duty groups to the same product.
In this release we have added the posibility to add Excise Duty based on alcohol percentage. |
Order To Cash |
Sales Order |
10.42 |
2025-04-01 |
Change |
All |
| Four eyes principle validation fails randomly |
The validation of the payment detail value was failing randomly after approving supplier bank details. This has now been fixed.
Solution implemented under a feature toggle that will be activated incrementally. |
Purchase To Pay |
Outgoing Payment |
10.42 |
2025-04-01 |
Bug |
All |
| Webhook Notification for First Time Startup |
With this version we are releasing a webhook notification to confirm once the first time startup is completed. This will be released under a feature toggle. |
General |
Setup of new companies |
10.43 |
2025-04-08 |
Change |
All |
| Not visible if an attachment was already used on a different project invoice |
With previous versions when trying to import attachments to sales invoices, it was not clear in the import attachment window if the attachment was already imported to a different invoice. This is fixed now with the new column "Already imported" where the already used attachments are marked. |
Accounting |
Project |
10.43 |
2025-04-08 |
Change |
All |
| New email notifications for changes in IBAN, Bank account, Shipping address, Default payment method in Customer and Customer payment method windows |
You are now able set up a custom notification that notifies you by email whenever changes are done in IBAN, Bank account, Shipping address, Default payment method in Customer and Customer payment method windows. |
Order To Cash |
Customer Ledger |
10.43 |
2025-04-08 |
Change |
All |
| Cash return displayed with wrong sign in Deferral schedule summary window. |
The error in Deferral schedule summary window (DR401000) where Cash return show the value as positive when it should been negative is now corrected. |
Accounting |
Registration |
10.43 |
2025-04-08 |
Bug |
All |
| Unreleased Found transfers and Bank deposits are included in Unreleased documents (GL409000) |
Now balanced or On hold Funds Transfers and Bank deposits are included in Unreleased documents window in the Cash managment and All records tab |
Accounting |
Period and Year End |
10.43 |
2025-04-08 |
Bug |
All |
| Pagination support added to GET PackagingType Endpoint |
The PackagingType endpoint now supports pagination through the introduction of pageSize and pageNumber parameters. |
API |
API |
10.43 |
2025-04-08 |
Change |
All |
| GET v2/salesorders - missing contactId in response |
Added missing contactId in response for GET v2/salesOrders - endpoint |
API |
API |
10.43 |
2025-04-08 |
Change |
All |
| New VAT Zone |
For Danish companies a Tax zone 16 - Expense / medarbejdere is added if it does not exists a zone 16 from before. All purchase vat codes are defined as Applicable VAT.
This Zone is used in expenses for employees to handle claimes and expenses for abroad EU/Non-EU |
Accounting |
Reporting to Government |
10.43 |
2025-04-08 |
Change |
All |
| Deferral schedule summary report was missing the Company total sum when exported to Excel. |
When export the Report to Excel the total values in the footer of the report was missing. This is now fixed in the standard report.
NOTE! Customer that have edited the report will not get this fix included. |
Accounting |
GL Reconciliation |
10.43 |
2025-04-08 |
Bug |
All |
| The usage of Public code digit rule in SAF-T report |
The setting Public code digit rule in General ledger preferences does not work anymore for Norwegian and Danish companies due to the change that Public code is mandatory to use.
For other countries this option works both on Account no and Public code, so if it you set it lower than the Account no or Public code it will be cut. |
Accounting |
Reporting to Government |
10.43 |
2025-04-08 |
Bug |
All |
| New option for automatically including attachments in emails generated from Sales invoices screen. |
In Salesinvoices screen, under tab "Attachments" you see the attached files for a document.
You now have the option "Include attachment on invoice email". If this is ticked, the attachment(s) will automatically be included in the email generated from the invoice. |
Order To Cash |
Sales Invoice |
10.43 |
2025-04-08 |
Change |
All |
| Inquiries created from window Generic inquiries could show blank columns. |
In some rare occasions, columns in inquiries did not show any values.
This could happen if you logged on with Norwegian or Danish language, and the column contained a formula to calclulate values. |
Architecture |
Architecture |
10.43 |
2025-04-08 |
Bug |
All |
| Fields "currencyOverride" & "currencyRateOverride" exposed in GET Supplier endpoint |
Now, you have available "currencyOverride" & "currencyRateOverride" fields in GET Supplier. |
Purchase To Pay |
Supplier Ledger |
10.43 |
2025-04-08 |
Change |
All |
| Obligatiory accounting lines in regards to Excise duty in NL |
Only 1 row is mandatory for accounting in regards to Excise duty in the NL. This has now been fixed. |
Order To Cash |
Sales Order |
10.43 |
2025-04-08 |
Change |
NL |
| Applying refund, releasing, and validating the supplier balance within prepayment is causing a balance discrepancy. |
When a refund was applied to a prepayment, the validation of the supplier balance led to a discrepancy in the supplier details screen. This issue has now been resolved with the FT P2P_FixVendorRefundDiscrepancy. |
Purchase To Pay |
Supplier Ledger |
10.44 |
2025-04-15 |
Bug |
All |
| Write off enabled for document type: purchase credit note |
You are now able to write off purchase credit with small remaining balances with only one single click. |
Purchase To Pay |
Outgoing Payment |
10.44 |
2025-04-15 |
Change |
All |
| Write off feature for payments |
You are now able to write off payments with small remaining balances with only one single click. |
Purchase To Pay |
Outgoing Payment |
10.44 |
2025-04-15 |
Change |
All |
| Danish invoice type (+71) in Peppol XML file |
You have now a new possibility when sending XML files to Autoinvoice to use the Danish invoicing type (+71) as a prefix to the FIK information in the Peppol file. |
Order To Cash |
Sales Invoice |
10.44 |
2025-04-15 |
Change |
All |
| Download attachment and special character in the company name |
The download attachments functionality has been improved and will now handle special character in the company name. |
Accounting |
Project |
10.44 |
2025-04-15 |
Bug |
All |
| Emails not sent from window "Process shipments". |
Emails were not sent from window "Process shipments- Email shipment" even though "Send emails automatically" was set in window "Email preferences".
This is now fixed. |
Architecture |
Architecture |
10.44 |
2025-04-15 |
Bug |
All |
| Disable mandatory condition for Write-Off Account and Subaccount |
Previously, when creating invoices from the Invoice Inbox or prepayments from the Purchase orders screen, Write-Off Account and Subaccounts were marked as mandatory. This has now been solved. |
Purchase To Pay |
Supplier Ledger |
10.45 |
2025-04-22 |
Change |
All |
| The fields of DeliveryParty and DeliveryLocation are now correct in the XML file when using different locations in the invoice |
Earlier, when sending an invoice using a location different from the main one, the fields of cac:DeliveryParty and cac:DeliveryLocation were not correct in the XML file. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.45 |
2025-04-22 |
Bug |
All |
| New field "exchangerate" in endpoint CustomerCreditNote |
New field "exchangerate" in POST, PUT and GET operations for CustomerCreditNote endpoints |
Order To Cash |
Customer Ledger |
10.45 |
2025-04-22 |
Change |
All |
| Support for filter order line columns |
It is now possible to filter order line columns |
Order To Cash |
New Sales Order |
|
1970-01-01 |
Change |
All |
| Fixed Assets Net Value Report (FA613000) not correct |
With previous versions, fixed assets with placed in service date different than the receipt date were included in the Fixed Assets Net Value Report (FA613000) only if report was generated for the receipt date period, but for longer periods, which include this period not. This is fixed now and the fixed assets are included correctly in the report |
Accounting |
Fixed Assets |
10.46 |
2025-04-29 |
Bug |
All |
| IBAN account and SWIFT code is correct in the Audit file export (GL40200S) |
IBAN account and SWIFT for the Customer and Suppliers was not decrypted correct when you exported the Audit file. This is now fixed and you get a readable IBAN and SWIFT code in the file. |
Accounting |
GL Reconciliation |
10.46 |
2025-04-29 |
Bug |
NL |
| Time-out loading the Supplier history summary (AP406000) |
Earlier in some companies loading an specific range from Supplier History Summary may have resulted in time-out. The performance of this inquiry has now been improved.
As part of this change now by default the "Company beg. balance" and "Company YTD balance" headers will be calculated from the suppliers displayed with changes. Balance from Suppliers with and without changes will be calculated and controlled by "Show suppliers with no changes" checkbox. |
Purchase To Pay |
Supplier Ledger |
10.46 |
2025-04-29 |
Bug |
All |
| Unexpected CA transactions in Unreleased documents window. |
Old unreleased Cash transactions that showed up in the Unreleased documents window (GL409000) is now fixed in and excluded from the inquiry. |
Accounting |
Registration |
10.46 |
2025-04-29 |
Bug |
All |
| New feature: Cancel a confirmed shipment |
In the Shipments screen (SO302000) it is now possible to Cancel a confirmed shipment.
Precondition: activate "Enable shipment cancellation" in the Sales order precerences screen. |
Order To Cash |
Sales Order |
10.46 |
2025-04-29 |
Change |
All |
| Obligatory accounting lines in regards to Excise duty in NL |
Only 1 row is mandatory for accounting in regards to Excise duty in the NL. This has now been fixed. |
Order To Cash |
Sales Order |
10.46 |
2025-04-29 |
Change |
NL |
| Automation schedule on filtered processing window reverts OR condition to AND. |
Creating automation schedule based on a processing screen, where a filter containing an OR condition was applied, the schedule was created with AND condition instead of OR.
This is now fixed. |
General |
System Service |
10.46 |
2025-04-29 |
Bug |
All |
| Fix for sales invoices already sent to Autoinvoice blocked due to Send to Autoinvoice checkbox not marked |
When marking the Send to Autoinvoice checkbox on a released invoice without saving first and click the Action Send to Autoinvoice, the system was removing the checkmark of the checkbox which caused the invoice to be blocked for correction or reversal. This has now been fixed |
Order To Cash |
Customer Ledger |
10.47 |
2025-05-06 |
Bug |
All |
| Fix for Inventory document not being created when releasing a sales invoice |
When having unmarked the checkbox "Update warehouse when shipment is confirmed" and releasing a sales invoice which got processed with a retry mechanism, the system released the invoice but no inventory reference was created. This has now been fixed. |
Order To Cash |
Sales Invoice |
10.47 |
2025-05-06 |
Bug |
All |
| Extract invoice numbers in the Process bank transactions screen |
The functionality for Extract invoice numbers in the Process bank transaction screen has been improved, so invoice number can be extracted in more scenarios. |
Accounting |
Cash Management |
10.47 |
2025-05-06 |
Bug |
All |
| AP301000: Validation for negative value inserts added for the cash discount -field |
Earlier in Purchase invoices (AP301000) -window, it was possible to manually insert an negative cash discount value into the field. Validation for the field was added, no longer allowing accidentally proceeding forward with the negative cash discount value. |
Purchase To Pay |
Supplier Ledger |
10.47 |
2025-05-06 |
Bug |
All |
| Split by currency checkbox is implemented in Customer and Supplier reconciliation window (GL408000) |
In the screen Customer and supplier reconciliation (GL40800) a new checkbox Show currency details is added.
Check this will group each account on currency.
When you do a lookup in Customer and Supplier summary the Currncy will be used as filter in the lookup.
For lookup to Gleneral ledger details the checkbox "Show currency details" will be set., there is no Currency filter in the heading. |
Accounting |
GL Reconciliation |
10.47 |
2025-05-06 |
Change |
All |
| The reading of an order with expand=all includes now all the data from the order |
GET /api/v3/SalesOrders/{orderType}/{OrderNumber}?expand=all includes now all the data from the order(including lines, taxes, discounts, all the subresources)
Expand options now include all the sub resources:
All = Billing | Payment | FinancialInformation | Shipping | Customer | Owner | Origin | Note | Freight | Attachments | CustomFields
| RotRut | Commisions | Tax | Shipment | Discounts | Payments | Lines
You can mix from the above expand options or use All to include all of them
If you want to read an order with all it's data you can call directly the GET order endpoint with ?expand=all option (no need to call the sub resources /lines , /discounts /tax , etc) |
API |
New Sales Order |
10.48 |
2025-05-13 |
Change |
All |
| LOT/Serial excluded for item in GET Inventory expanded with Lot/Serial |
Now if item has Assignment method: When used set on the LOT/Serial class, Lot/Serials are not included in the lotSerial expand |
API |
New Sales Order |
10.48 |
2025-05-13 |
Bug |
All |
| Previously, settling multiple documents for a supplier with a 0.00 net balance was limited to only one purchase credit note. Now, you can combine multiple credit notes with purchase invoices or credit adjustments. |
Previously, settling multiple documents for a supplier with a 0.00 net balance was limited to only one purchase credit note. Now, you can combine multiple credit notes with purchase invoices or credit adjustments. |
Purchase to Pay |
Outgoing Payment |
10.48 |
2025-05-13 |
Change |
All |
| If the user had access to multiple companies, removing Payment Service roles for one company resulted in the system deleting not only the company-specific notification settings but also the user's general settings. |
If the user had access to multiple companies, removing Payment Service roles for one company resulted in the system deleting not only the company-specific notification settings but also the user's general settings. |
Purchase to Pay |
Outgoing Payment |
10.48 |
2025-05-13 |
Bug |
All |
| Previously, payment requests failed when gaps existed in the number series, as the system couldn't generate a payment number. This issue has now been resolved. If new gaps appear, users must update the "Last Number" in the Numbering Sequences screen (CS201010) to match the last used number before the first gap. The system will then automatically fill in the gaps using the deleted number references. |
Previously, payment requests failed when gaps existed in the number series, as the system couldn't generate a payment number. This issue has now been resolved. If new gaps appear, users must update the "Last Number" in the Numbering Sequences screen (CS201010) to match the last used number before the first gap. The system will then automatically fill in the gaps using the deleted number references. |
Purchase to Pay |
Outgoing Payment |
10.48 |
2025-05-13 |
Change |
All |
| Improve performance for GET v1/shipment and GET v1/shipment/[shipmentNbr] endpoints. |
Improve performance for GET v1/shipment and GET v1/shipment/[shipmentNbr] endpoints. |
API |
API |
10.48 |
2025-05-13 |
Change |
All |
| Warehouse can be incorrectly updated through PUT v1/salesorder/[salesordernbr] even if it has quantity shipped on the current line |
Earlier, warehouse could be incorrectly updated on the orderline through PUT v1/salesorder/[salesordernbr] even if it has quantity shipped on the current line. This has now been fixed. |
API |
API |
10.48 |
2025-05-13 |
Change |
All |
| Shipping instructions for customer get set to empty when updating supplier location in the purchaseOrder-screen (screenID=PO301000) |
Earlier, shipping instructions for customer was set to empty when updating supplier location in the purchaseOrder-screen (screenID=PO301000). This has now been fixed. |
Order To Cash |
Purchase Order |
10.48 |
2025-05-13 |
Change |
All |
| Implement support for delivery address line 3 in POST and PUT v1/shipment -endpoints |
Implemented support for delivery address line 3 in endpoints POST v1/shipment and PUT v1/shipment/[shipmentnumber] |
API |
API |
10.48 |
2025-05-13 |
Change |
All |
| Make delivery addressline-3 visible/editable in the shipments-screen (screenId=SO302000) |
Now the addressline-3 is copied from salesorder to the shipment and it's possible to edit this addressline-3 in the shipment screen (screenID=SO302000) |
Order To Cash |
Sales Order |
10.48 |
2025-05-13 |
Change |
All |
| Wrong sign for Cash return in Deferral schedule summary report |
Cash return that are added to Deferral schedule showed wrong sign in the Deferral schedule summary report (DR650040). This is now fixed and Cash return are shown with a negative value. |
Accounting |
GL Reconciliation |
10.48 |
2025-05-13 |
Bug |
All |
| Error in Beginning balance when you selected "Show only accounts with activity" in Account summary (GL401000) |
The error when select the checkbox "Show only accounts with activity" and changed the Beginning balance is now fixed and it keep the correct beginning balance and only show accounts that have debit and/or credit amounts. |
Accounting |
Registration |
10.48 |
2025-05-13 |
Bug |
All |
| Approval status correctly updated at expense claims in Visma Net |
In some cases the approval status were not correctly updated, when the expense claims were send from Visma Net to Approval and approved. This is now fixed. |
Accounting |
Time & Expense |
10.48 |
2025-05-13 |
Bug |
All |
| As an Accountant I want to add VAT years before or after current VAT year. |
Changes have been made in VAT periods to make it easy to add a new tax year before or after the existing VAT years.
When you are saving a VAT year the system also add the VAT periods in the database.
You will also see an additional year before and after the years saved in the system and be able to save these, this make it possible to create a year before or after inclusive VAT periods.
You can only delete the first or last year as long as all periods are Open.
The add and delete buttons on the VAT periods are only enabled when you have checked the Shorten VAT periods and it's the last VAT year. |
Accounting |
Reporting to Government |
10.48 |
2025-05-13 |
Change |
All |
| Office365 email integration. |
It is now possible to use your Office365 account as SMTP email server in ERP.
You need to provide this information in window:
Outgoing mail server = smtp.office365.com
My outgoing server requires authentication = true
Log in using = true
Login type = Microsoft OAuth2
Client ID = Your clientid
Client secret = Your secretid (will be encrypted)
Tenantid = Your tenenatid
Outgoing server encrypted connection = TLS
Outgoing server port(SMTP) = 587 (will be set from above)
Note! When clicking TEST button, an test email will be sent to the reply address value, from the email address value. |
General |
Setup of new companies |
10.48 |
2025-05-13 |
Change |
All |
| Improve performance for GETs in /v1/purchaseorder and /v1/purchaseorderbasic endpoints |
Improved performance for GET in /v1/purchaseorder and GET /v1/purchaseorderbasic endpoints |
API |
API |
10.48 |
2025-05-13 |
Change |
All |
| Replacement unit cost considering UoM |
When the sales unit differs from the base unit, the replacement unit cost set on the line is now set correctly with regards to the unit of measure |
Order To Cash |
New Sales Order |
10.49 |
2025-05-20 |
Bug |
All |
| Save order with shipping rule set to Ship complete |
Now it is possible to save the order if shipping rule is set to Ship complete |
Order To Cash |
New Sales Order |
10.49 |
2025-05-20 |
Bug |
All |
| Fix for quantity in Add items |
Now after selecting a line and setting Quantity and thereafter selection another line, the Quantity of the previous lines keeps the entered value and is not reset to 1 |
Order To Cash |
New Sales Order |
10.49 |
2025-05-20 |
Bug |
All |
| Scheduled date should not be copied to new sales order |
Once you copy old sales order and paste into the new one, scheduled date should not be copied, instead today's date shall be used |
Order To Cash |
New Sales Order |
10.49 |
2025-05-20 |
Bug |
All |
| Fix for balance discrepancy due to wrong amount set on rounding account when releasing foreign payment |
When overriding the system currency rate with another rate after saving the payment and releasing it the batch created had an amount set in rounding account. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.49 |
2025-05-20 |
Bug |
All |
| FixedAsset API endpoint timeout with ExpandAccounts=True |
With the previous versions we had an issue where the FixedAsset API endpoint timeout with ExpandAccounts=True. This is fixed now and the FixedAsset API endpoint should no longer timeout with any ExpandAccounts settings. |
Accounting |
Fixed Assets |
10.49 |
2025-05-20 |
Bug |
All |
| Fix for missing link in Original document for credit notes created during the Correct invoice process |
Previously, when correcting a sales invoice the credit note created was missing the link to the Original document in the Financial details tab. This has now been fixed and it is also available in PEPPOL xml |
Order To Cash |
Sales Invoice |
10.49 |
2025-05-20 |
Bug |
All |
| Unable to release voided purchase credit note that was re-opened |
In the documents flow where a purchase credit note was;
1. Pre-booked
2. Voided
3. Re-opened into balanced state
4. Releasing the document gave an error "subaccount cannot be empty"
This has now been fixed, and purchase credit notes that have been re-opened can be pre-booked and/or released via both UI and API. |
API |
API |
10.49 |
2025-05-20 |
Bug |
All |
| As a user I want to specify the excise duty rate per customer class |
Now it is possible to add customer class to a duty group. |
Order To Cash |
Sales Order |
10.49 |
2025-05-20 |
Change |
All |
| Writing off credit notes created before current date not allowed |
Previously, writing off credit notes created before the current date was not allowed. This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
10.49 |
2025-05-20 |
Bug |
All |
| Allocations available in UI |
You can now open line allocation pop-up to set quantities as allocated or assign LOT/Serial number. You'll find the allocation pop-up by adding the Allocations-column in the order lines |
Order To Cash |
New Sales Order |
10.50 |
2025-05-27 |
Change |
All |
| Balance discrepancy occurred due to the cash discount amount being incorrectly posted to the RGOL account. |
Previously, when a foreign invoice with a cash discount was paid, the cash discount amount was incorrectly posted to the RGOL account in the GL batch, resulting in a balance discrepancy on the supplier details screen. This issue has now been resolved. |
Purchase to Pay |
Outgoing Payment |
10.50 |
2025-05-27 |
Bug |
All |
| Fixed Asset endpoint fails with unknown exception |
With the last version we had an issue causing the fixed asset API endpoint to fail for Dutch companies. This is fixed now and it should be possible to execute it without any errors |
Accounting |
Fixed Assets |
10.50 |
2025-05-27 |
Bug |
All |
| Implementation of ETag/If-Match functionality in the organization endpoints |
In organization endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
Accounting |
Cash Management |
10.50 |
2025-05-27 |
Change |
All |
| Implementation of ETag/If-Match functionality in the department endpoints |
In department endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
Accounting |
Cash Management |
10.50 |
2025-05-27 |
Change |
All |
| Improvements for SupplierInvoice endpoint when processing large quantities of document releases |
Improvements for the SupplierInvoice endpoint, when processing large quantities of document releases that have been actioned from the API. |
API |
API |
10.50 |
2025-05-27 |
Bug |
All |
| Implementation of ETag/If-Match functionality in the currency rate endpoints |
In currency rate endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
Accounting |
Cash Management |
10.50 |
2025-05-27 |
Change |
All |
| Discount is not set correctly in the invoice when using nonStock items that don't require a shipment |
Earlier, discount was not set correctly in the invoice (based on a salesorder) when using non-stock items that didn't require a shipment. This has now been fixed. |
Order To Cash |
Sales Order |
10.50 |
2025-05-27 |
Bug |
All |
| Excise duty for non stock items |
Now non stock items is also supported for Excise duty. Non stock items is possible to use in sales order screen and also add directly into Customer invoice screen. |
Order To Cash |
Sales Order |
10.50 |
2025-05-27 |
Change |
All |
| Shipment for non-stock free item |
Now when order includes non-stock free item, the item is included in the shipment |
API |
New Sales Order |
10.51 |
2025-06-03 |
Bug |
All |
| VAT category from item |
Now default VAT category is taken from the item instead of item class, if the default VAT category is empty |
Order To Cash |
New Sales Order |
10.51 |
2025-06-03 |
Bug |
All |
| Improved performance for item search |
The performance when searching for items in the Item ID field has been improved. |
API |
New Sales Order |
10.51 |
2025-06-03 |
Bug |
All |
| Padded subaccount now set correctly |
Now when subaccount segment contain padded subaccount, meaning subaccount length is for example 5 and the subaccount value has length 2, the subaccount segment will not be set correctly |
API |
New Sales Order |
10.51 |
2025-06-03 |
Bug |
All |
| Updated design |
We have updated the design in Hämta Företagsinformation. |
General |
Hämta företagsinformation |
10.51 |
2025-06-03 |
Change |
SE |
| Visma Net Assistant BETA Release |
We are happy to announce the BETA release of the Visma Net Assistant. This first version introduces a new way to interact with Visma Net, aiming to improve your user experience. As an early release, we encourage you to try it out and share your thoughts to help us make further improvements. |
General |
General |
10.51 |
2025-06-03 |
Change |
All |
| Fix for balance discrepancy when reversing a credit write off that is stuck in Balance status. |
Previously, when having a credit write off stuck in Balance status on a payment, the system would let you reverse it and created balance discrepancy between Accounts receivable and General ledger. This has now been fixed by showing an error when trying to reverse the credit write off suggesting to release it first. |
Order To Cash |
Customer Ledger |
10.51 |
2025-06-03 |
Bug |
All |
| Fix for timeout when opening Customer list window (AR40101S) |
Previously, the Customer list window (AR40101S) was giving a timeout error for customers with many customer records. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.51 |
2025-06-03 |
Bug |
All |
| When using Peppol, now it is possible to match invoices based on the Unit of Measure (UOM) and Customer ID settings defined within the customer part number in the cross-reference |
Earlier, if the Unit of Measure (UOM) in the invoice line matched the UOM in the customer part number within the cross-reference, and if the Customer ID in the invoice matched the Customer ID in the customer part number within the cross-reference, the system did not select that cross-reference ID to add to Peppol. Additionally, if no match was found between the invoice line UOM and the customer part number UOM in the cross-reference, but the Customer ID in the invoice still matched, the system did not select the cross-reference ID that had no UOM defined (NULL) to add to Peppol. These have now been fixed. |
Order To Cash |
Customer Ledger |
10.51 |
2025-06-03 |
Change |
All |
| Payments with invoices that had a Vendor Reference Number release ending in a timeout |
If the option "Raise an Error on Duplicate Vendor Reference Number " from Accounts Payable Preferences was activated, the release time of payments increased significantly for payments with invoices that had a Vendor Reference Number ending in a timeout. This has now been solved |
Purchase To Pay |
Outgoing Payment |
10.51 |
2025-06-03 |
Bug |
All |
| The refresh button is not functioning on the Supplier Details screen (AP402000) |
Previously, when adding or closing documents with the screen open, the refresh button did not display the updates. This issue has now been resolved, and changes are correctly reflected upon refreshing. |
Purchase To Pay |
Supplier Ledger |
10.51 |
2025-06-03 |
Bug |
All |
| Fix for missing sales person id and sales person description in GET operation on Customer credit note endpoint |
Previously, the fields Sales Person ID and Sales Person description where missing from the response message when retrieving details on customer credit note endpoint. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.52 |
2025-06-10 |
Bug |
All |
| Get v2/salesorder fails when amounts >= 10 000 000
|
Earlier, Get v2/salesorder failed when amounts >= 10 000 000. This has now been fixed. |
API |
API |
10.52 |
2025-06-10 |
Bug |
All |
| Warning message is now displayed on the Applications tab of Purchase Invoices to indicate available applications |
A warning message is now displayed on the Applications tab of Purchase Invoices to indicate available applications. The warning icon appears only for invoices that are not released or prebooked, and only if the option "Suggest applications for purchase invoices before release" is enabled in Supplier Ledger Preferences (AP101000). |
Purchase To Pay |
Supplier Ledger |
10.52 |
2025-06-10 |
Change |
All |
| Possbility to PATCH header & lines - first iteration |
It is now possible in the API to run a PATCH for an order, updating both the header and line information |
API |
New Sales Order |
|
2025-06-17 |
Change |
All |
| Fix for showing wrong reference number in Sales by item and customer window (AR40103S) |
Previously, when having invoices with the same customer/document type/item/ financial period/status the system would have shown a wrong reference number on the grouped line in the Sales by item and customer window (AR40103S). This has now been fixed. When the checkbox View details is unmarked the reference number column is empty and is showing a warning message "Reference numbers will become visible once you press on View details". If you mark the checkbox View details the reference number column will show for each line the corresponding customer document. |
Order To Cash |
Customer Ledger |
10.53 |
2025-06-17 |
Bug |
All |
| Shipment endpoint - exceptions handling in regards to 4xx/5xx response codes |
Some response codes are changed from 5XX to 4XX for shipment-endpoints |
API |
API |
10.53 |
2025-06-17 |
Change |
All |
| {}In Customer window (AR303000), under Child accounts tab, n{}{}ew field Consolidate invoices{} |
New field Consolidate invoices in Customer window (AR303000) on Child accounts tab showing if the child's sales orders and invoices will be or not sent to the parent customer |
Order To Cash |
Customer Ledger |
10.53 |
2025-06-17 |
Change |
All |
| New fields Child ID and Child name available in Sales invoice list window (AR3010PL) |
New fields Child ID and Child name available in the Column configuration in Sales invoice list window (AR3010PL) |
Order To Cash |
Sales Invoice |
10.53 |
2025-06-17 |
Change |
All |
| Line sort order drag icon interaction area increased |
Line sort order drag icon interaction area was increased to resolve an issue with reordering sales order lines. |
Order To Cash |
New Sales Order |
10.54 |
2025-06-24 |
Bug |
All |
| Change in the lookup in "Customer and supplier reconciliation" (GL408000) |
Changes are made in the Discrepancy column when you click on the amount.
If the Control account module is AR or AP_AR it opens the new window "Discrepancy details customer ledger vs general ledger" (GL408010) and pre-fill the filters To period equal Last period and Account.
From period is filled out with Reconcile financial period or first open period.
In a multi-branch company the Comapny and Branch are also suggested. |
Accounting |
GL Reconciliation |
10.54 |
2025-06-24 |
Change |
All |
| Write off supplier credit notes and payments enabled via Assistant |
The option to write off supplier credit notes and payments is now available via Assistant as well. |
General |
General |
10.54 |
2025-06-24 |
Bug |
All |
| Addressline 3 is missing in purchaseorders (screenID=PO301000) |
Addressline 3 in purchaseorders (screenID=PO301000) is now visible/editable |
Order To Cash |
Purchase Order |
10.54 |
2025-06-24 |
Change |
All |
| New window Discrepancy details customer ledger vs General ledger (GL408010) |
A new window that shows discrepancies between Customer documents and the postings on Customer ledger accounts in General ledger.
The window is found in General ledger -> Inquiries "Discrepancy details customer ledger vs general ledger"
You can filter on company and branch, Discrepancy categories, From and to Periods, Account and Customer.
The discrepancy categories are the following:
* UnPosted/Unreleased
* Manually entered
* GL Transactions do not exist
* AR Transactions do not exist
* Amount mismatch
* Other work spaces
* Different branches
* Reversed batch
* Deleted documents
UnPosted/Unreleased documents can be marked and be posted/released from this window
Transactions that have been corrected and are no longer a discrepancy should be hidden so you do not need to see them again, Mark the transactions and click Hide/Unhide
To limit the number of transactions and set the from period to a period where you have reconciled all discrepancies you can use "Set reconciled period". This period is stored in General ledger preferences - "Reconciled discrepancy period"
The From period will suggest the Reconciled discrepancy period, if that is empty the first open period will be suggested. You can change the suggested period in the screen. |
Accounting |
GL Reconciliation |
10.54 |
2025-06-24 |
Change |
All |
| Purchase invoice created from API not available to be applied for purchase credit notes within the same Date |
Purchase invoices date is required to exist either before, or at minimal the same as the purchase credit notes application date. When this criteria is met, the document is available for the "Documents to apply" -listing in the Supplier Payments (AP302000) -window.
Depending on how this date value has been given from API, the timestamp connected to the Date values might have existed in difference between the two.
This has now been fixed and the hidden time information inside the date fields value will no longer affect the availability of the purchase invoices to be applied for credit notes when both document are using the same date. |
Purchase To Pay |
Supplier Ledger |
10.54 |
2025-06-24 |
Bug |
All |
| Order total changed |
The order total in the right bottom corner now shows the taxable total, instead of the total including taxes |
Order To Cash |
New Sales Order |
10.55 |
2025-07-01 |
Change |
All |
| Recalculate price |
Recalculate prices action is now available |
Order To Cash |
New Sales Order |
10.55 |
2025-07-01 |
Change |
All |
| Implementation of ETag/If-Match functionality in the project endpoints |
In project endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
Accounting |
Cash Management |
10.55 |
2025-07-01 |
Change |
All |
| Implementation of ETag/If-Match functionality in the project transaction endpoints |
In project transaction endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
Accounting |
Cash Management |
10.55 |
2025-07-01 |
Change |
All |
| Control account for TX (VAT accounts) |
Control account module in Chart of Accounts have been extended with a new type VAT to be used on accounts used in VAT id.
All screens where you can define or enter an Account is affected.
If you have defined a control account where it's not allowed you will get an error when processing data and you have to decide if you want to continue using and set Allow manual entry or change it to a other account.
Special handling of VAT accounts in Journal transactions (GL301000), if you set Create VAT transactions you will be able to use all account having VAT as Control account module without allow manually entry.
In the following windows and columns you can only use accounts defined as VAT in Control account module.
- Suppliers (AP303000) in the tab Tax agency settings the columns VAT payable account and VAT claimable account.
- VAT (TX205000) the columns VAT claimable account, Pending VAT payable account and Pending VAT claimable account
For SIE Import and the API JournalVoucherV2 you are allowed to import VAT accounts without setting the "Allow manually entry.
During upgrade to version 10.55 all accounts defined as Payable and Clamable accounts in VAT on the General ledger tab will be updated in Chart of accounts with VAT in "Control account module" and "Allow manually entry". This will allow you to use these accounts as before, so if you want restrict using these account manually, you have to delete the "Allow manually entry" in Chart of accounts. And there might be accounts you want to add as VAT accounts. |
#N/A |
#N/A |
10.55 |
2025-07-01 |
Change |
All |
| Implementation of ETag/If-Match functionality in the project task endpoints |
In project task endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
Accounting |
Cash Management |
10.55 |
2025-07-01 |
Change |
All |
| Improvement on Search functionality for opening sales documents |
When using top Search functionality, and the invoice is not in status "Balanced" or "On hold", the invoice was not redirected to AR301000 instead of SO303000. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.55 |
2025-07-01 |
Change |
All |
| Wrong quantity on shipment when partly delivering |
Wrong quantity on shipment when partly delivering sales order from purchase - this has now been fixed. |
Purchase to Pay |
Purchase order |
10.55 |
2025-07-01 |
Bug |
All |
| Complete line purchase order |
Now, on a purchase order, it is possible to set a line to completed from API. |
API |
API |
10.55 |
2025-07-01 |
Change |
All |
| Currency rate USD set to divide |
When the currency rate for USD is set to use a divide operation, the write-off document generated during payment was using an incorrect value. |
Purchase To Pay |
Outgoing Payment |
10.55 |
2025-07-01 |
Bug |
All |
| Error message when open VAT periods: Sequence contains no elements (TX207000) |
In some cases where there was a missmatch between the VAT year and missing VAT periods you got an error message "Sequence contains no elements".
This error is now fixed and the you have to save the VAT year again to create the missing VAT periods. |
Accounting |
Reporting to Government |
10.55 |
2025-07-01 |
Bug |
All |
| Partial applications of refunds and prepayments were causing balance discrepancies. |
When a refund was partially applied to both a credit note and a payment/prepayment, the supplier validation in screen AP402000 (Supplier Details) caused a balance discrepancy. This issue is now resolved under fix FT P2P_FixVendorRefundDiscrepancy. |
Purchase To Pay |
Supplier Ledger |
10.55 |
2025-07-01 |
Bug |
All |
| Improvements on the payment release process |
Multiple enhancements have been made to streamline the payment release process. These improvements were deployed behind a feature toggle and are now active in Production for all companies. |
Purchase To Pay |
Outgoing Payment |
10.56 |
2025-07-08 |
Change |
All |
| Supplier bank code missing from the payment file |
Supplier bank code missing from the payment file for Dutch companies if payment was sent out to a UK bank account using a UK bank agreement.
The fix has been deployed behind a feature toggle and is now active in Production for all companies. |
Purchase To Pay |
Outgoing Payment |
10.56 |
2025-07-08 |
Change |
NL |
| AI Assistant improvements |
Several improvements on the AI assistant has been implemented. There was also an issue where the "click here" link provided by the assistant did not work properly. This is now fixed |
General |
General |
10.56 |
2025-07-08 |
Change |
All |
| New CustomerSalesPrice endpoints for creating/updating/getting customer sale prices |
New CustomerSalesPrice endpoints for creating/updating/getting customer sale prices are available for third party integrators to be used for a better and efficient handling of customer sale prices. |
API |
API |
10.56 |
2025-07-08 |
Change |
All |
| Performance issues with Transfer assets (FA507000) |
With previous versions there were some performance issues with Transfer assets (FA507000) screen. This is fixed now and we reduced the loading time of the asset list in the Transfer assets (FA507000) screen |
Accounting |
Fixed Assets |
10.56 |
2025-07-08 |
Bug |
All |
| Posting via API Project Transactions where "quantity" and "billableQuantity" differs |
With previous versions we had an issue when posting via API Project Transactions where "quantity" and "billableQuantity" differs and these were set to be equal. This is fixed now and the "quantity" and "billableQuantity" are now posted according to the input data. |
Accounting |
Project |
10.56 |
2025-07-08 |
Bug |
All |
| Implementation of ETag/If-Match functionality in the Accounting Core domain endpoints |
The ETag/If-Match functionality has now been implemented for the account, budget, dimension, journal transaction, and subaccount endpoints.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page:
https://community.visma.com/t5/Knowledge-base-in-Developers/Using-quot-ETag-quot-and-the-quot-If-Match-quot-conditional/ta-p/717105. |
API |
API |
10.56 |
2025-07-08 |
Change |
All |
| Create a contact which have different country origin using Visma net Assistant |
You are now able to create a contact which have different country origin with Visma net Assistant by using a prompt like: "Please create a new contact with first name .... and last name... and country ....." |
Order To Cash |
Customer Ledger |
10.56 |
2025-07-08 |
Change |
All |
| Reverse a sales invoice using Visma net Assistant |
You are now able to reverse a sales invoice with Visma net Assistant by using a prompt like: "Please reverse the sales invoice number ....." |
Order To Cash |
Customer Ledger |
10.56 |
2025-07-08 |
Change |
All |
| Orderlines created via API disappear when using manual numbering |
Earlier, order lines created/updated via API disappeared when manual numbering was enabled combined with the "_" character being used in the order number. This has now been fixed. |
API |
API |
10.56 |
2025-07-08 |
Bug |
All |
| New settings for Due Date Type and Discount Type in the Payment Terms window |
Two new settings — Due Date Type and Discount Type — have been added to the Payment Terms window (CS206500).
You can now define payment terms using a new option: "Fixed number of days starting next month plus 1 month", which works similarly to the existing "Fixed number of days starting next month" setting, but adds an additional month to the calculation. |
Purchase To Pay |
Outgoing Payment |
10.56 |
2025-07-08 |
Change |
All |
| Expose baseOrderQty in purchase order endpoints |
baseOrderQty is now available for endpoints:
- GET v1/purchaseorder
- GET v1/purchaseorder/[purchaseOrderNbr]
- GET v1/purchaseorderbasic
- GET v1/purchaseorderbasic/[purchaseOrderNbr] |
API |
API |
10.56 |
2025-07-08 |
Change |
All |
| Supplier summary screen was displaying transactions per branch only |
Previously, transactions could only be viewed per branch, as removing the branch selection was not possible. This is now fixed, and transactions for all branches can be viewed per vendor. |
Purchase To Pay |
Supplier Ledger |
10.56 |
2025-07-08 |
Bug |
All |
| Voided supplier refunds causing balance discrepancies |
Credit note and refund matching scenarios, including voids and reversals, were causing balance discrepancies after supplier balance validation. These are now fixed. |
Purchase To Pay |
Supplier Ledger |
10.56 |
2025-07-08 |
Bug |
All |
| Improved performance on screen IN4020000 |
We have improved the performance of screen Inventory allocation details (IN402000). |
Order To Cash |
Inventory |
10.56 |
2025-07-08 |
Change |
All |
| Fix for timeout when sending one invoice to Autoinvoice |
Some customers experienced timeout error when sending invoices to AutoInvoice. This has no been fixed. |
Order To Cash |
Customer Ledger |
10.57 |
2025-07-15 |
Bug |
All |
| Using Visma net Assistant, create a discount |
You are now able to create a discount with Visma net Assistant by using a prompt like: "can you create a new discount with series .... and amount .... for discount code ....?" |
Order To Cash |
Customer Ledger |
10.57 |
2025-07-15 |
Change |
All |
| The field "Note" is missing in the Project endpoints |
With previous versions the field Note was missing in the Project endpoints. This is fixed now and the field "Note" is added to the POST/PUT/GET Project endpoints. |
Accounting |
Project |
10.57 |
2025-07-15 |
Change |
All |
| Implementation of ETag/If-Match functionality in the cash transaction endpoints |
In cash transaction endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
API |
API |
10.57 |
2025-07-15 |
Change |
All |
| Expose baseReceiptQty to API on PO Receipts |
Field baseReceiptQty is now exposed for purchasereceipt endpoints:
- GET v2/purchasereceipt
- GET v2/purchasereceipt/[receiptnumber] |
API |
API |
10.57 |
2025-07-15 |
Change |
All |
| Roll back of "Purchase orders should be Hold on Entry" |
New checkbox for "Hold on entry" for purchase order in the Purchase Orders Preferences screen. Unselect it and the purchase order will be created as un hold. This functionality is now roll backed and will not be supported. |
Order To Cash |
Purchase Order |
10.57 |
2025-07-15 |
Change |
All |
| Supplier refund cannot be voided once the payment applied to it has already been voided |
Previously, attempting to void a supplier refund linked to a voided payment resulted in an error message. This issue has now been resolved. |
Purchase To Pay |
Supplier Ledger |
10.57 |
2025-07-15 |
Bug |
All |
| It is possible to use special charters in the Description column for Journal reconciliation preferences. (GL30200S) |
The description column in Journal reconciliation preferences did not allow special charters.
This is now fixed so it's possible to enter the Scandinavian charters and also +-*/% |
Accounting |
GL Reconciliation |
10.57 |
2025-07-15 |
Bug |
All |
| Previously, payments were rejected by the bank if the remittance contact contained a white space. This has now been fixed. |
Previously, payments were rejected by the bank if the remittance contact contained a white space. Tis has now been fixed. |
Purchase to Pay |
Outgoing Payment |
10.58 |
2025-07-22 |
Bug |
All |
| New improvements in "Sales by item and customer" window |
New improvements in "Sales by item and customer" window:
- the "From period" field has no predefined period resulting in the screen does not load any records when you first open the window;
- Only the "From period" filter will generate the records to load.
- Tips: For a speedy experience, add all other filters before adding "From period". |
Order To Cash |
Customer Ledger |
10.58 |
2025-07-22 |
Bug |
All |
| Implementation of ETag/If-Match functionality in the employee endpoints |
In employee endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
API |
API |
10.58 |
2025-07-22 |
Change |
All |
| Implementation of ETag/If-Match functionality in the expense claim endpoints |
In expense claim endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
API |
API |
10.58 |
2025-07-22 |
Change |
All |
| Implementation of ETag/If-Match functionality in the timecard endpoints |
In timecard endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
API |
API |
10.58 |
2025-07-22 |
Change |
All |
| Support for connecting PO line with sales order line |
Now it is possible to connect a purchase order line with a sales order line. |
Order To Cash |
New Sales Order |
10.59 |
2025-07-29 |
Change |
All |
| One VAT category code generated in the Sales invoices window XML draft |
Earlier, when you generated an XML draft in the Sales invoices (AR301000) window, the system would generate multiple VAT category codes in the XML file: AllowanceCharge and TaxTotal-TaxSubTotal. This has now been fixed and only one VAT category code is generated. |
Order To Cash |
Customer Ledger |
10.59 |
2025-07-29 |
Bug |
All |
| Changes in posting of expense claims from Expense when specific workflow is used |
When using the workflow
'Payment in AutoPay, ERP integration for bookkeeping, tax report through payroll' in Expense all receipts were booked at the bank account in Visma Net based on the IBAN number in the file from Expense. For receipts paid by company this is not correct. This is now change so the Paid by company account/subaccount from Supplier ledger preferences is used instead of the bank account for receipts paid by company. |
Accounting |
Time & Expense |
10.59 |
2025-07-29 |
Bug |
All |
| New page for revalue multiple currencies for multiple workspaces is available - CM508000 |
A new page for currency revaluation is now available. This page can replace the three existing pages for revalue currencies and makes it possible to revalue multiple currencies for multiple workspaces in one click. The page can be found in the menu for Currency Management and Processes (screenid CM508000). |
Accounting |
Currency Management |
10.59 |
2025-07-29 |
Change |
All |
| OCR for Tax agent in Sweden |
When closing VAT reports for Swedish tax supplier the CID code is calculated based on the Tax registration ID. This will update the to the created VAT invoice in Supplier ref. no and Payment ref. The CID is created based on the VAT registration ID from the Company or from the Branch if File tax by branch is selected.
If the VAT registration ID is missing or wrong format you will get an error message "The VAT registration ID has the wrong format. Generating the payment reference number failed."
This have to be activated with the Feature toggle AC_ProposeSwedishOCR by support for selected customers. |
Accounting |
Reporting to Government |
10.59 |
2025-07-29 |
Change |
All |
| The new "Företagets säte" field is now available on invoices |
According to Swedish law, invoices must include "Företagets säte" in the XML, indicating the company's registered office. This issue has now been fixed. |
Order To Cash |
Customer Ledger |
10.59 |
2025-07-29 |
Bug |
All |
| Excise duty and file import |
Earlier when importing order lines from an excel- or csv file, the Excise duty calculations where not done in the sales order. This has now been fixed. |
Order To Cash |
Sales Order |
10.59 |
2025-07-29 |
Change |
All |
| As an Accountant I want Journal vouchers to be hidden from the menu (GL3040PL/GL304000) |
Changes to the Norwegian template is made so new customers will no be able to access the "Journal voucher" window (GL3040PL/GL304000). This is done in Enable/disable functionalities where Journal voucher is un-checked. (CS100000) For existing customers that want to hide this screen they can do that by un-check Journal voucher in Enable/disable functionalities window. |
Accounting |
Registration |
10.60 |
2025-08-05 |
Change |
All |
| Support for Parental invoicing |
Parental invoicing feature is now available in the API. When a order is created for a customer with Parent customer set and option Consolidate invoices is activated, the order information(invoice address, payment terms etc) will be set according to the parent customer |
API |
New Sales Order |
10.61 |
2025-08-12 |
Change |
All |
| Expand for GET api/v3/salesOrders/ and GET api/v3/salesOrders/types |
It is now possible to expand the endpoints, so that you can get more data on the order, for example, lines, shipments etc |
API |
New Sales Order |
10.61 |
2025-08-12 |
Change |
All |
| Project columns has been added in Account details window (GL404000). |
Project columns has been added in Account details window (GL404000).
A check-box in the heading "Show project info" is added and when you select that the columns Project, Project description, Task and Task description will be displayed on the lines. |
Accounting |
GL Reconciliation |
10.61 |
2025-08-12 |
Change |
All |
| New inquiry screen that lists all transactions for selected periods |
We have created a new Inquire screen Journal transactions (GA000087) where you get all General ledger transactions listed.
You can filter on Company, Branch, From and To Period, Ledger.
From and To period and Ledger are mandatory
The detail line contain the following columns
Account, Description, Subaccount, Post period, Transaction date, Workspace, Batch no., Ref. no, Debit, Credit, Amount, Branch, Trans. type, Trans. code, Transaction description. |
Accounting |
Registration |
10.61 |
2025-08-12 |
Change |
All |
| New Inquire Customer specification (GA000085) |
We have created a new Inquire screen Customer specifications (GA000085) where you get all Customer transactions listed.
You can filter on Company, Branch, From and To Period, From and To customer.
From and To period are mandatory
If you filter on Customer you have to fill in both From and To Customer
The detail line contain the following columns
Customer no, Customer name, Period, Ref. no, Doc. type, Customers order no., Date, Due date, Closed period, Currency, Currency amount, Doc. amount, Balance, Branch |
Order To Cash |
Customer Ledger |
10.61 |
2025-08-12 |
Bug |
All |
| New Parameters Added to supplier/balance Endpoint (GET) by creating a v2 of the endpoint |
A new version (v2) of the supplier/balance GET operation now supports two additional parameters: From Financial Period &To Financial Period.
These are available alongside the existing Supplier and Branch parameters, allowing for more flexible and precise filtering of supplier balances across defined financial periods. |
Purchase To Pay |
Supplier Ledger |
10.61 |
2025-08-12 |
Change |
All |
| Supplier invoice GL account is cleared for employee |
When creating a purchase invoice for an employee and no VAT category is available on the invoice line, the supplier invoice GL account is cleared.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
10.61 |
2025-08-12 |
Bug |
All |
| GET specific subaccount returns 500 instead of 404 when not existing |
In previous version, GET specific subaccount was returning 500 (Internal server error), instead of 404 (Not found) when the requested subaccount did not exist. This is now fixed, and the correct error code is returned. |
API |
API |
10.62 |
2025-08-19 |
Bug |
All |
| Voiding of prebooked invoices from closed periods use the next open/active period for posting |
Affecting scenarios;
- The prebooking has been posted and afterwards moved with "Prepare for closing" (AP50700S). Afterwards original prebooking period closed.
- Prebooking has been posted and period set to inactive.
If the original posting period is no longer available, the voiding will now use the next open/active period available. |
Purchase To Pay |
Supplier Ledger |
10.62 |
2025-08-19 |
Change |
All |
| New field "Invoiced object identifier" in Customer location, Sales Invoice, Customer Invoice windows and in Peppol Xml. |
You are now able to set an invoiced object identifier on customer location and sales invoices windows and you can also send them to Autoinvoice using Peppol Xml. The new field "Invoiced object identifier" is available in:
- Customer location window (CR303010) in Autoinvoice settings tab in References section
- Sales invoice window (AR301000) in Financial details tab, in References section
- Customer Invoice window (SO303000) and in Financial details tab, in References section.
- Peppol Xml |
Order To Cash |
AutoInvoice Send |
10.62 |
2025-08-19 |
Change |
All |
| Only company specific roles available in screen User Types. |
Earlier you could select Default roles from provisioning, in addition to company specific roles, in screen User types (EP202500).
This is now changed so you can only select company specific roles. |
General |
Access/License |
10.62 |
2025-08-19 |
Bug |
All |
| ProjectInternalId and ProjectTaskInternalId exposed for SupplierInvoice endpoints |
Earlier SupplierInvoice endpoint supported the following: (GET/POST/PUT)
- projectId
- projectTaskId
Now SupplierInvoice endpoint supports the following: (GET/POST/PUT)
- projectId
- projectInternalId
- projectTaskId
- projectTaskInternalId
The earlier, the new and/or both of them used together/mixed are supported from all the combinations of the values to be given for the project and task.
If both values were specified during a call, but the value pair given did not match. Prioritization of the Project and Task values is following:
- projectInternalId overrides projectId
- projectTaskInternalId overrides projectTaskId |
API |
API |
10.62 |
2025-08-19 |
Change |
All |
| Implementation of ETag/If-Match functionality in the expense receipt endpoints |
In expense receipt endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page. |
Accounting |
Cash Management |
10.62 |
2025-08-19 |
Change |
All |
| Exclude voided documents without applications from "Open documents" filtering (AP63250S / AP63200S / AP63300S) |
When these reports are filtered using Report format = "Open documents"
Prepayment, Payment and Supplier refunds that have been voided without any applications have now been excluded from the open document display of the reports.
Reports affected:
- "Balance by supplier" (AP63250S)
- "Balance by GL account" (AP63200S)
- "Balance by supplier (currency)" (AP63300S) |
Purchase To Pay |
Supplier Ledger |
10.62 |
2025-08-19 |
Change |
All |
| Wrong expense account on employee when using item |
When creating an employee invoice in the Purchase Invoices window using an item, the system was incorrectly updating the wrong expense account on the invoice line.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
10.62 |
2025-08-19 |
Bug |
All |
| New Inquiry Transactions for period (GA000086) in General ledgers |
We have created a new Inquire screen Transactions for period (GA000086) where you get all General ledger transactions listed.
You can filter on Company, Branch, From and To Period, From and To account, From and To subaccount.
From and To period are mandatory
If you filter on Account or Subaccount you have to fill in both From and To.
The detail line contain the following columns
Account, Description, Subaccount, Post period, Transaction date, Workspace, Batch no., Ref. no, Customer-/Supplier no., Date, Customer-/Supplier name, Debit, Credit, Currency, Currency amount, Branch, Branch name, Trans. type, Trans. code, Transaction description. |
Accounting |
Registration |
10.62 |
2025-08-19 |
Change |
All |
| FTS API Endpoint statuses |
With previous version the FTS API Endpoint returned 400 (Bad Request) response if the FTS was not run. Now this is fixed and the API returnes the correct response (200 with message "First time startup not run." ) |
General |
Setup of new companies |
10.63 |
2025-08-26 |
Change |
All |
| Income, Expense, Assets and Liability fields in the PMProject Generic Inquiry |
With previous versions the information for Income, Expense, Assets and Liability fields in the PMProject Generic Inquiry was missing. This is fixed now and the fields can be added to the PMProject Inquiry. |
Accounting |
Project |
10.63 |
2025-08-26 |
Change |
All |
| Fix for the CN code field and Country of origin to be shown in Peppol xml |
The CN code field and Country of origin field from Stock item window is now available in the Peppol xml file and can be send to Autoinvoice |
Order To Cash |
Customer Ledger |
10.63 |
2025-08-26 |
Bug |
All |
| New fields: CPV code and UNSPSC code in Stock item and Non-stock item window |
New fields: CPV code and UNSPSC code in Stock item and Non-stock item window shown in General information tab in Item classification section. These fields are as well available in Peppol Xml in the CommodityClassification section. You can use them for a better traceability of your items in accordance to the international regulations |
Order To Cash |
Sales Invoice |
10.63 |
2025-08-26 |
Change |
All |
| Fix for wrong Cost and Margin calculation in Sales profitability analysis window (AR409000) |
Previously, the Sales profitability analysis window (AR409000) was showing wrong calculation on the Cost and Margin columns for order types which had document type credit note. This has now been fixed for new and existing companies that didn't have any manual customization on this generic inquiry.
For existing companies that had customization changes on this generic inquiry, you need to edit the generic inquiry and update the formula in the Results Grid tab for the field ARTran.TranCost with the following query: =IIf([ARTran.SOOrderType]='CR' OR [ARTran.SOOrderType]='RC', -1, IIf([ARTran.DrCr]='D', -1, 1))*[ARTran.TranCost] |
Order To Cash |
Customer Ledger |
10.63 |
2025-08-26 |
Bug |
All |
| Invoice has incorrect amount when discount is used |
Earlier, in some scenarios with discount, invoice was having incorrect amount. This has now been fixed. |
Order To Cash |
Sales Order |
10.63 |
2025-08-26 |
Bug |
All |
| Transfer order shipment and serial number |
Earlier, shipment created from ordertype='transfer order' could be updated with serial number when assignment method was "When used" for lot/serial class in the item. This has now been fixed. |
API |
API |
10.63 |
2025-08-26 |
Bug |
All |
| Missing shipping terms on drop-ship purchaseorders |
Earlier, the shipping terms was not inherited from supplier for drop-ship purchase orders. This has now been fixed |
Order To Cash |
Purchase Order |
10.63 |
2025-08-26 |
Bug |
All |
| Prebooked&voided supplier documents the VAT was recalculated if re-opening the voiding was done by inserting a new line from API |
When prebooking has been voided - System offers possibility to re-open the document moving status from voided to balanced by modifying the invoicelines of the voided document. When a new line was inserted instead of updating existing line, the system incorrectly recalculated the VAT for the original line.
This has now been fixed. Re-opening of the voiding can be actioned from UI line modifications or from API using PUT calls with either operation insert or update. |
API |
API |
10.63 |
2025-08-26 |
Bug |
All |
| Webhook notification for accounts window is removed from the Quick menu. |
The screen Webhook notification for accounts (GL407000) has been removed from the Quick menu and you have to open full menu to see the window in the menu.
If you want this window to be part of the Quick menu you have to edit the menu and mark it again to be shown in the Quick menu. |
Accounting |
Registration |
10.63 |
2025-08-26 |
Change |
All |
| New expand excludeAllocations available for GET |
A new expand has been added in the endpoints stated below. With this expand you are able to exclude the allocation information of the lines
GET api/v3/SalesOrders/{type}
GET api/v3/SalesOrders/
GET api/v3/SalesOrders/{ordertype}/{orderID}/lines |
API |
New Sales Order |
|
2025-09-02 |
Change |
All |
| Improvement for parallel supplier payment releases fetching currency rates |
Improvements releasing multiple supplier payments in parallel and fetching the currency rates |
API |
API |
10.64 |
2025-09-02 |
Bug |
All |
| Implementation of ETag/If-Match functionality in the CustomerInvoice V1 endpoints |
In CustomerInvoice V1 endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page.
https://kundeportal.vismasoftware.no/s/article/Using-ETag-and-the-If-Match-conditional-header-in-VismaNet-API-Endpoints?language=sv&a=true&b=true&f=true&n=true&s=Featured |
API |
API |
10.64 |
2025-09-02 |
Change |
All |
| Implementation of ETag functionality in the CustomerInvoice V2 Post endpoint |
In CustomerInvoice V2 endpoint the ETag functionality is now implemented.
ETag is a HTTP headers that is used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page.
https://kundeportal.vismasoftware.no/s/article/Using-ETag-and-the-If-Match-conditional-header-in-VismaNet-API-Endpoints?language=sv&a=true&b=true&f=true&n=true&s=Featured |
API |
API |
10.64 |
2025-09-02 |
Change |
All |
| Implementation of ETag functionality in the CustomerCreditWriteOff endpoints |
In CustomerCreditWriteOff endpoints the ETag functionality is now implemented.
ETag is a HTTP headers that is used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page.
https://kundeportal.vismasoftware.no/s/article/Using-ETag-and-the-If-Match-conditional-header-in-VismaNet-API-Endpoints?language=sv&a=true&b=true&f=true&n=true&s=Featured |
API |
API |
10.64 |
2025-09-02 |
Change |
All |
| New parameter section for the CustomerPayment endpoints |
A new parameter section "financeCharges" with the following fields: "entryType", "offsetAccount", "offsetSubAccount", "description", "amount" and "linenbr" have been added in the POST and PUT operations for the CustomerPayment endpoints. These can be used by integrators to create and update finance charges on customer payments. |
API |
API |
10.64 |
2025-09-02 |
Change |
All |
| Fix for release of a sales invoice with instalments settings and send to Autoinvoice checkbox marked |
Previously, you were not able to release a sales invoice that had instalments settings and send to Autoinvoice checkbox marked. The new instalment invoices were not created and the system showed an error: "The invoice has the Send to AutoInvoice option enabled. Check the VAT category on the invoice lines". This has now been fixed. |
Order To Cash |
Customer Ledger |
10.64 |
2025-09-02 |
Bug |
All |
| Deprecated parameter releasedBatch on JournalTransactionV2 GET |
Starting from version 10.39.0, we've introduced a new parameter, status, to filter journal transactions based on their status. As a result, the releasedBatch parameter has been deprecated and is now removed. |
API |
API |
10.64 |
2025-09-02 |
Change |
All |
| Purchase invoices registered to employee unable to use write-off function |
When document was registered to a employee and the "write-off" action was used. "LineCntr cannot be empty" error was given.
This has now been fixed. |
Purchase To Pay |
Supplier Ledger |
10.64 |
2025-09-02 |
Bug |
All |
| Column "Quick filter" removed in Generic inquiry window. |
Earlier you had the column Quick filter available in window Generic inquiry, Result grid.
This has been removed since the functionaluty is implemented in another way in Visma net ERP. |
Architecture |
Architecture |
10.64 |
2025-09-02 |
Bug |
All |
| Implementation of ETag/If-Match functionality in the CustomerCreditNote V1 and V2 endpoints |
In CustomerCreditNote V1 and V2 endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page.
https://kundeportal.vismasoftware.no/s/article/Using-ETag-and-the-If-Match-conditional-header-in-VismaNet-API-Endpoints?language=sv&a=true&b=true&f=true&n=true&s=Featured |
Order To Cash |
Customer Ledger |
10.65 |
2025-09-09 |
Change |
All |
| Improved smartreplenishment service. |
We've improved the smart replenishment service with a faster and better LLM based service which gives better predictions and is more future proof. We have also removed the error-prone confidence level. |
Order To Cash |
Inventory |
10.65 |
2025-09-09 |
Change |
All |
| Bug with cancel shipment for RC orders |
Cancel shipment duplicates inventory qty in Inventory transaction history. This has now been fixed. |
Order To Cash |
Sales Order |
10.65 |
2025-09-09 |
Bug |
All |
| Change to Session expired |
The trigger for when session expired is now changed. If there has been no activity in the UI/order for an hour, user gets a session expiration message as a heads up prior to the 1h. If the user click OK before the 1h they can continue working. If not, they will be logged. |
Order To Cash |
New Sales Order |
10.66 |
2025-09-16 |
Bug |
All |
| Supplier and supplier account balance wrent wrong in some scenarios |
Earlier, if adding a supplierpayment in the past, this caused some discrepancy in the supplier account balance, and required to run a account and supplier balance validation process. This is now fixed. |
Purchase To Pay |
Outgoing Payment |
10.66 |
2025-09-16 |
Bug |
All |
| Fix for customer documents with double journal transaction batches |
Previously, some customers experienced when releasing customer documents from API, that the system was generating double journal transactions. This has now been fixed. |
API |
API |
10.66 |
2025-09-16 |
Bug |
All |
| Changes of how the VAT tables are updated for Purchase invoice. |
The VAT calculation and update in the tax tables for Supplier ledger has been improved so it updates the same columns when you use different methods Calculate on (Item amount, Extract from Item amount and Document amount). all columns are updated equally. This is mostly hidden in the windows.
Also update of APTax and APTran has been improved so the APTran, APTax and TaxTran are correct.
So when changing the VAT calculation mode on an Purchase invoice these tables are updated correct. |
Accounting |
Reporting to Government |
10.66 |
2025-09-16 |
Change |
All |
| Implementation of ETag/If-Match functionality in the CustomerDebitNote endpoints |
In CustomerDebitNote endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page.
https://kundeportal.vismasoftware.no/s/article/Using-ETag-and-the-If-Match-conditional-header-in-VismaNet-API-Endpoints?language=sv&a=true&b=true&f=true&n=true&s=Featured |
API |
API |
10.66 |
2025-09-16 |
Change |
All |
| Missing Transactions type in the VAT inquires are showing a text |
In the windows VAT account control summary (TX40300S), VAT account control details (TX40400S) and General ledger transactions with VAT (TX40500S) the "Transaction type" are showing the localized text with exceptions for GL transactions that does not have any values when created.
In some cases you will have a value for General ledger transactions if they have been reversed or reclassified and have the original values from a other module or process than Journal transactions screen. |
Accounting |
Reporting to Government |
10.66 |
2025-09-16 |
Bug |
All |
| Implementation of ETag/If-Match functionality in the CustomerPayment endpoints |
In CustomerPayment endpoints the ETag/If-Match functionality is now implemented.
ETag and If-Match are HTTP headers that are used to prevent conflicts when multiple clients are trying to update the same resource at the same time and avoid data inconsistency.
The main benefit is conflict prevention; by using If-Match headers, clients can prevent conflicts when multiple clients are trying to update the same resource at the same time.
For more information, the detailed guideline from this implementation will be shared in the Developers Visma Net community page.
https://kundeportal.vismasoftware.no/s/article/Using-ETag-and-the-If-Match-conditional-header-in-VismaNet-API-Endpoints?language=sv&a=true&b=true&f=true&n=true&s=Featured |
API |
API |
10.66 |
2025-09-16 |
Change |
All |
| Multi-language support has been added to the Ship via Codes (CS207500) window. |
Multi-language support has been added to the Ship via Codes (CS207500) window. |
Order To Cash |
Inventory |
10.66 |
2025-09-16 |
Change |
All |
| Date available on the Add Receipt Line on an invoice |
A new column is now available in the pop-up when adding a purchase receipt line in the Purchase Invoice window (AP301000), showing the date when the receipt was performed. |
Purchase To Pay |
Supplier Ledger |
10.66 |
2025-09-16 |
Change |
All |
| New API Endpoint for Cash Transaction Attachments |
A new API endpoint that allows you to upload file attachments to existing cash transactions has been added.
New Endpoint:
POST /v1/cashtransaction/{referenceNbr}/attachment |
Accounting |
Cash Management |
10.66 |
2025-09-16 |
Change |
All |
| Link Dropship-PO with different quantity than sales order line |
In PO Link pop-up, Dropship purchase order lines, where the dropship purchase orders line have different quantity than the sales order line, will onw be outgrayed and cannot be selected. |
Order To Cash |
New Sales Order |
10.67 |
2025-09-23 |
Bug |
All |
| Fix for missing menu option "New sales order" in Customers window |
Previously, some customers experienced that the action "New sales order" in Customer window was no longer available in the Action section. This has now been fixed |
Order To Cash |
Customer Ledger |
10.67 |
2025-09-23 |
Bug |
All |
| Account and subaccount information in cash account endpoints |
We have enriched the responses for our cash account endpoints to provide more detailed account information.
The following endpoints now include account and subaccount details in their responses:
GET /v1/cashaccount/{accountnumber}
GET /v1/cashaccount/ |
Accounting |
Cash Management |
10.67 |
2025-09-23 |
Change |
All |
| Included possibility to display open prepayments which are unpaid in Vendor Details (AP402000) |
This change includes possibility of displaying the open prepayments that have been registered and released from the Purchase Invoice (AP301000) -window and haven't yet been paid.
- New filtering option "Include unpaid prepayments" has been added (AP402000)
- New column "Paid prepayment" available for the rows (AP402000)
When "Include unpaid prepayments" option is enabled - Open prepayments which haven't yet been paid will be included into the the row display and are considered in the header balance calculations of the Vendor details (AP402000) -window. |
Purchase To Pay |
Supplier Ledger |
10.67 |
2025-09-23 |
Change |
All |
| AP301000: "View schedule" -buttons deferral schedule draft functionality now returned and can be used again |
Due to issue found with the "View schedule" -button generated deferral schedule drafts this functionality was earlier disabled for the time being.
We have now fixed the scenario affected and will return the earlier "View schedule" behavior. Where now again in the early states of the document the deferral schedule draft can generated by pressing "View schedule" in the Purchase Invoices (AP301000) -window. |
Purchase To Pay |
Supplier Ledger |
10.67 |
2025-09-23 |
Change |
All |
| Differentiate paid vs. unpaid Prepayments in Open status |
A new Paid Prepayment column can now be added to PL views using the column configurator, available in both the Purchase Invoices and Supplier Payments windows. In addition, the term Paid Prepayment is now also visible inside Purchase invoices and Supplier payments windows.
This enhancement helps you clearly differentiate between prepayments that are still open and unpaid and those already paid but still in open status, making tracking and reporting easier |
Purchase To Pay |
Supplier Ledger |
10.67 |
2025-09-23 |
Change |
All |
| Error when creating purchase receipt for dropship purchase order |
Previously, when you had a Dropship purchase order with a line where the corresponding line in the sales order has been deleted, you got a warning/error on the purchase order line. However, you were still able to create the Purchase receipt.
This is now fixed. When you have a unlinked line in the Dropship purchase order, the purchase receipt cannot be created. |
Order To Cash |
Purchase Order |
10.67 |
2025-09-23 |
Change |
All |
| Possibility to mark purchaseorder lines with receipt qty = 0 as completed with use of POST purchasereceipt endpoint |
Now its possible to POST purchasereceipt with qty=0 and mark purchareorderline as completed. |
API |
API |
10.67 |
2025-09-23 |
Change |
All |
| Excise duty during stock count |
Excise duty is now calculated for goods during stock count (stock shortage or stock surplus). The duty also shows in the reports. |
Order To Cash |
Sales Order |
10.67 |
2025-09-23 |
Change |
All |
| Paid Prepayment differentiation in all P2P reports |
Reports now clearly distinguish Paid Prepayments from open prepayments when a payment has been applied in the Purchases screen. |
Purchase To Pay |
Outgoing Payment |
10.67 |
2025-09-23 |
Change |
All |
| Fixes for Write-Off Documents and credit note alignment |
Previously, when writing off an invoice, the write-off document (purchase credit) was not accessible via View Source Document in Journal Transactions. In addition, the reason code and write-off limits were not properly aligned when writing off a credit note.
These are now fixed. |
Purchase To Pay |
Supplier Ledger |
10.67 |
2025-09-23 |
Bug |
All |
| New endpoint:
POST v1/purchaseorder/\{purchaseorderNbr}/action/createpurchasereceipt |
New endpoint is added.
POST v1/purchaseorder/{purchaseorderNbr}/ Action/Createpurchasereceipt |
API |
API |
10.67 |
2025-09-23 |
Change |
All |
| Error when release a receipt in ScreenId=IN301000. |
Earlier,in some circumstances there occur a error when release a receipt in screenId=IN301000, error message: "'Total excises duty' cannot be empty". This has now been fixed. |
Order To Cash |
Sales Order |
10.68 |
2025-09-30 |
Bug |
All |
| Error when trying to create Purchase order receipt for Dropship purchase order |
Previously we introduced a restriction on Purchase order receipts for Dropship purchase order, to prevent getting an error when invoicing the linked sales order. This however introduced challenges for certain Dropship purchase order scenarios when creating receipts.
The previous changes are now rolled back, so that you now again can create Purchase receipt for Dropship purchase orders that have unlinked lines. |
Order To Cash |
Purchase Order |
10.68 |
2025-09-30 |
Bug |
All |
| The AccountingCustomerParty under cac:PartyTaxScheme now displays as expected in the Peppol XML |
Earlier, FI was added in front of the VAT number in the Peppol XML AccountingCustomerParty under cac:PartyTaxScheme. This has now been fixed. |
Order To Cash |
Customer Ledger |
10.68 |
2025-09-30 |
Bug |
All |
| Error when open a stock item marked as a kit |
Error preventing the opening of stock items that have been marked as a kit has been fixed. |
Order To Cash |
Inventory |
10.68 |
2025-09-30 |
Bug |
All |
| Change in Danish VAT settings for VAT id 'U0' during upgrade for all Danish customers. |
The VAT id 'U0' was set to Reportin group Rubrik B - varer - indberettes ikke til "EU-salg uden moms". that was wrong.
This has now been changed for all Danish customers and are now st to Reporting group Rubrik C - Varer og ydelser salg uden moms.
If the VAT id 'U0' is still having the wrong Reporting group Rubrik B - varer - indberettes ikke til "EU-salg uden moms" it is because it has been done changes on the VAT id by a user.
Change to the correct Reporting group,
If you have transactions that are reporting wrong on the next VAT report you can contact support so we can fix this. |
Accounting |
Reporting to Government |
10.68 |
2025-09-30 |
Change |
All |
| Fix for deleting unreleased Sales invoices linked to sales orders from Sales invoice window AR301000. |
Previously, some customers were wrongly able to delete sales invoice that originate from sales orders in Sales Invoice AR301000 window. This has now been fixed. Now the system will not allow the invoice to be deleted and will show a popup window message: "You cannot delete this invoice because it is connected to a sales order. To delete this record, use the Customer Invoices screen (SO303000)". |
Order To Cash |
Sales Invoice |
10.68 |
2025-09-30 |
Bug |
All |
| Selecting User type in Users window, could remove to many roles. |
When defining User types (EP202500), this could remove license access roles when User type was selected in Users window. |
General |
Access/License |
10.68 |
2025-09-30 |
Bug |
All |
| Audit history not formatted correctly. |
When viewing the Audit history window, it was filled with a lot of white space.
This is now fixed. |
General |
System Service |
10.68 |
2025-09-30 |
Bug |
All |
| Available Payments not displayed inside the documents to apply filtering of Supplier Refunds |
This has now been fixed and applications can be done either applying refund to payment, or payment to refund in Supplier Payments (AP302000) -window. |
Purchase To Pay |
Supplier Ledger |
10.68 |
2025-09-30 |
Bug |
All |
| Fix for missing records in response message when using CustomerDocument endpoint |
Previously some customer experienced that the number of records was incomplete in response message when using CustomerDocument endpoint. This has now been fixed. |
API |
API |
10.69 |
2025-10-07 |
Bug |
All |
| The Account endpoint has been integrated into the Assistant. |
The Account endpoint has been exposed in Assistant, enabling users to query details about their Chart of Accounts (COA)—including the total number of accounts and their status (active, inactive, etc.)—as well as create new accounts. |
Accounting |
Registration |
10.69 |
2025-10-07 |
Change |
All |
| Control account module for Inventory |
Control account module for Inventory is implemented and will prevent users to use the Inventory/accrual account usage.
In the following Windows you can only enter Accounts with Control account module - Inventory
- Inventory preferences - In transit account and Work in progress account
- Stock items (IN101000) - Inventory account
- Warehouses (IN204000) - Inventory account
- Inventory warehouse details (IN204500) - Inventory account
- Update standard cost (IN502000) - Inventory account
In these windows you can select Inventory accounts
Posting classes (IN206000) - Inventory/accrual account
All other columns for Accounts will require that Allow manually entry set to be able to use an Inventory account.
Upgrade to 10.69 will set the Control module account to Inventory and Allow manually entry on all accounts used in the windows where we have restricted to use only Inventory accounts.
Check Chart of accounts (GL202500) that has been set to Inventory in Control account module and uncheck accounts you want to restrict. |
Accounting |
GL Reconciliation |
10.69 |
2025-10-07 |
Change |
All |
| Deviating accounting year - Defferal codes with recognition methods "Flexible by" not verifying correct financial period regarding inactivity&existence |
When there was different expectation on period and what period the date range belongs to. The inputs given inside the purchase invoice lines "Term start date" and "Term end date" were earlier verifying period expectation directly corresponding from the dates given.
This has now been fixed and period expectation will be verified from term date range as given in the Financial periods (GL201000) -window. |
Purchase To Pay |
Supplier Ledger |
10.69 |
2025-10-07 |
Bug |
All |
| Release GL transactions in an atomic operation |
The release of General Ledger (GL) documents now fully supports automatic posting as an atomic operation. When the "Automatic Post on Release" option is enabled, both the release and posting actions will be executed within the same database transaction. |
Accounting |
Registration |
10.69 |
2025-10-07 |
Bug |
All |
| New account added for in the Norwegian template for Excise duty. |
The Norwegian template have the account 3310 - "Motkonto for off. avgifter tilvirkede/solgte varer" added to be used with Excise duty. This account will not be added to existing companies. |
Accounting |
GL Reconciliation |
10.69 |
2025-10-07 |
Change |
All |
| Using Visma net Assistant, apply one or multiple sales invoices to one or multiple customer payments |
You are now able to apply one or multiple sales invoice to one or multiple payments with Visma net Assistant by using a prompts like:
"Can you please match sales invoice ...... with customer payment .......?" or
"Can you please match the following sales invoices ......, ......, ....... with customer payment .....?" or
"Can you please match sales invoice ...... with the following customer payments ......, ....... and ...... ?" |
General |
General |
10.69 |
2025-10-07 |
Change |
All |
| Update of Danish VAT reports having "U0" and not reported are corrected. |
For all Danish companies that have used VAT id "U0" all tax lines that is not reported are updated with the correct report line so VAT periods that has not been reported will be correct.
The report periods that has been reported will stay as they are. |
Accounting |
Reporting to Government |
10.69 |
2025-10-07 |
Bug |
All |
