improved

2024-04-15

24 days ago by Michael Sterling

API.1
- Bjorn Lunden
  - List Account Balances
  - Get Payments for a Sales Invoice
- Visma eAccounting
  - Sales Invoices - Fixes
  - List Account Balances
- Fortnox
  - List Sales Invoices Payments
  - Get Payments for a Sales Invoice
File.1
- PDFs
  - Support for additional fields from parsed files
- ASIX
  - Added support for parsing sales invoices

improved

2024-03-28

about 1 month ago by Michael Sterling

API.1
- Billy
  - List sales invoices
  - Get an individual sales invoice
- Visma eAccounting
  - List invoice attachments
- Restrict access to live accounting systems for trial clients

improved

about 2 months ago by Michael Sterling

File.1
- Improved error messages on failures in file upload
- Removing redundant "Upload" page
- Improved invoice parsing and UI
  - More data points
Platform
- Security and stability improvements

improved

about 2 months ago by Michael Sterling

API.1
- Added support for Supplier Invoices from Visma eAccounting
File.1
- Performance improvements when retrieving data from File.1
- Bug Fixes

improved

2 months ago by Michael Sterling

File.1
- Performance improvements for retrieving invoices
- Wording changes to clarify 30-day limit for uploaded files
Platform
- Security improvements

improved

2 months ago by Michael Sterling

Client Portal
- Consents list now auto-refreshes
- Added ability to create TEST API Keys
- Add the ability to change Consent Name
- Add the ability to delete Consent
- Style improvements
- Bug fixes
Consent API
- Add an endpoint to generate a one-time token
Security improvements and bugfixes
- Fixed a bug with how we enable "features" in the platform
- Additional automated data-cleanup functionality

improved

3 months ago by Michael Sterling

Client Portal
- Added ability to update Client details
- Added audit logging of actions against a Client
- Block the ability to create production Consent in trial mode
API.1
- Added audit logging of actions against Accounting API
- Ensure test API keys do not work for production consent
File.1
- Added ability to upload a Peppol Credit Note
Security improvements and bugfixes
- Fixed a bug where Test.1 doesn't display Swedish translation
- Fixed a 500 error for Fortnox users with incorrect permissions set
- Improve automated data cleanup

improved

3 months ago by Michael Sterling

API.1
- Fortnox
  - Get Account Balances
File.1
- File Upload:
  - Added drag-and-drop functionality
Onboarding Flow
- Improvements to layout to make it responsive
Performance and stability improvements and bugfixes
- Fixed a bug where Test.1 doesn't display Swedish translation

improved

3 months ago by Michael Sterling

API.1
- You can now return test data from our test ERP System TEST.1
- Data improvements
  - Björn Lundén
    - Get Invoice: fix bookedInvoiceIndicator
  - All Systems
    - List Invoices
      - Standardizing legalMonetaryTotal
      - Adding createdDateTime and modifiedDateTime
    - Get Invoice
      - Adding isSold
      - Adding withholdingTaxTotals to denote ROT/RUT/GREEN tax reduction
Client Portal
- You can now provide Company Settings when logging in to the Client Portal for the first time
- Bugfixes
  - SVG files were not handled correctly when uploaded as a log filetype
FILE.1
- Data is removed after 30 days
- Finvoice
  - Including Notes in the returned dataset
- Svefaktura
  - including languageId in the returned dataset
- Making some fields optional instead of required
  - Invoiced Quantity
  - Price Amount
  - Building Number
- Bugfixes:
  - Unit Price and Invoice Line Total can now be set to 0
Bugfixes

improved

4 months ago by Michael Sterling

API.1
- Visma e-conomic: Get sales invoices
Client Portal
- Usability improvements
FILE.1
- Improved version of the File.1 invoice model, containing additional data extracted from the uploaded invoice
Bugfixes