NEW FEATURES IN pROCOUNTOR VERSION 41.0
Version 41.0 of Procountor was published on Saturday, June 27th.
Read more about the upcoming changes below.
- Approval circulation
- Holiday calculation
- Consumer e-invoices
- Usability
- Other improvements and fixes
Approval circulation
Substitution feature for invoice circulation
We have released a new substitution feature for invoice circulation. It is now possible to set a substitute user for a user who is not able to verify or approve purchase, travel and expense invoices.
Purpose of the functionality is to ease the process of invoice circulation when users are absent and are not able to verify or approve invoices.
The feature can be found from Invoice circulation management view and/or from Personal information and settings view.
Main users (or other users with sufficient user rights) can set substitutes for other users in Invoice circulation management view. Here, it is also possible to determine whether users can set substitutes for themselves or not. If the “Allow users to set substitutes for themselves from Personal information and settings view” setting is enabled, users can set their own substituting verifiers and/or approvers in their Personal information and settings.
Substitutes can be set for verification and/or approval separately to a certain substitution time period that can be maximum of 6 months. Once a user has been set as a substitute and the substitution time period begins, the user will be treated as a regular verifier/approver and their name can be seen in the invoice’s approval circulation settings.
You can find more instructions for using substitutes in our
user manual.
Renewed Invoice circulation management
The previous Approval circulation settings view has gone through a UI facelift and it has been renamed as Invoice circulation management. The view can be found in: Management > Company info > Invoice circulation management.
The usability has been improved and all invoice circulation related settings are now gathered in a single view.
The view has all the settings from the previous Approval circulation settings view. In addition, new settings related to invoice circulation substitutions have been added (see the section above). In our following releases, we will continue to add more approval circulation, invoice discussion and circulation-related dimensioning settings here.
Showing all verifiers/approvers in Invoice circulation hub
It is now possible to see an overview of an invoice's circulation information in Invoice circulation hub. Users can easily check the overview of the circulation info from the search results table by clicking the new info button next to current verifier name. This info button opens new pop-up that shows all the verifiers and approvers of the invoice. Current verifiers/approvers are shown bolded and underlined, users that have already done their task are shown with a dimmed font and upcoming verifiers/approvers are shown in default font. The overview also shows ongoing substitutions and takes determined order of circulation into account if it is enabled in the environment.
Holiday calculation
Different holiday pay salary types in one salary slip
We have enabled the usage of different holiday pay salary types in one salary slip. This is beneficial if the employee has different calculation bases in different holiday credit years. For example, if the employee had percentage calculation basis before and monthly after, holiday pay from both calculation bases can be paid in the same slip.
Please note that if you have already one holiday pay salary row from certain holiday credit year, you can edit the quantity of days in the slip or you can delete the row and then add the salary row again with different amount of days, but it is not possible to add the same holiday credit year's salary row to the salary slip twice.
Holiday bonus in csv and manual imports
When importing new holiday settings and data by a csv import or by manual importing, you can now also include holiday bonuses. This does not work for employees that already have ongoing holiday calculations (ie. importing only holiday bonus information).
Salary payday in the following month
It is now possible to create salary periods so that the payday is set in the following month.
Consumer e-invoices
Receiver info notifications on the Business partner report
We have added a filter to the Business partner report to show if there are any consumer e-invoice's receiver info notifications allocated to a customer. The type of the notification can be Add or Delete. To include the new column ("Allocated receiver info notification") in the report, go to Business partner report > Register info > Select fields to be shown on the report > Allocated receiver info notification.
Usability
Language settings relocated to top menu
The language options have been moved from Personal Information and settings view to the top bar. There is now a globe icon next to Basics menu. Clicking on the globe icon opens the language options in a dropdown menu. This menu enables changing the language on any view, without the need to navigate to Personal information and settings. Note that the pages will reload when the language is changed.
The language changed from the globe icon changes the language of the Procountor user interface. The language selection is personal.
Improved usability in check box lists
When rows are selected in the tables, the Select all check box changes to a new state. Based on the new Select all checkbox state, it is clear to see if any rows have been selected even if there is a large number of rows. Clicking the Select all check box in this state will deselect all selected rows.
Improvements to the Accounts and Transactions report
The updated Accounts and Transactions reconciliation tool has been developed further. The Transactions table maintains row selections when more transactions are added by selecting additional accounts in the Accounts table on the left. In addition, the bookkeeping account's number information has been added to the rows in the Transactions table. Handling the check boxes in both tables has been clarified (see the section above).
When accessing a receipt from the Transactions table, the transaction row that was originally clicked on the Accounts and Transactions report will be automatically selected in the opened view. Previously, the first row was selected by default.
Improvements to the Bank statements and reference payments view
The updated Bank Statements and Reference Payments view has been developed further. The table’s behavior when sorting has been improved. In addition, it is now possible to remove the row groupings from the table when sorting. This setting can be found in the table's panel and it is set on by default. Grouping is removed only when reorganizing the table rows by sorting.
We have added a link to allocated invoice on the rows.
Some buttons on the accounting view have been updated.
Other improvements and fixes
Receipt searches
- The issue in Receipt Search where Receipt Status search criteria did not update properly when changing between Receipt Type search criteria has been fixed.
Salaries and holiday calculation
- It is now possible to enter Cumulative working hours, Actual workdays, Cumulative earnings and Paid holiday compensations with two decimals.
- Earlier, when creating a new salary list where the accounting date of the salary list was set after the payday, it was not possible to use the import method. This issue has now been fixed.
