Contents

• 1 Introduction
• 2 Procurement
  • 2.1 Set the visibility of the home page’s “Do you want to learn more?” section
  • 2.2 New Loader Functionality
• 3 AP Automation
  • 3.1 Cancel processes for many invoices at once
  • 3.2 Display “Last Comment” column in invoice list
  • 3.3 Floating supplier dialog box in the AP Pro interface
  • 3.4 Invoices with only “Recipient missing” task removed from “Pending task” category
  • 3.5 Set pre-defined delay for invoice processing
  • 3.6 Show invoice header data fields in three columns
  • 3.7 Cancel and resend to process for many invoices at once
  • 3.8 Send many invoices to process at once
• 4 Platform
  • 4.1 Invoice image security update

2.1 Set the visibility of the home page’s “Do you want to learn more?” section

Module(s): Generic
Feature ID: ALUSTA-63563
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

The home page contains a section titled “Do you want to learn more?” that holds links to the Edge interface tutorial and other Basware documentation. It is now possible to determine whether this section is visible to the end users of an organization.

The users with the Manage welcome pages user right can click Set visibility in the upper right corner of the “Do you want to learn more?” section to select which organizations can see the section.

2.2 New Loader Functionality

Module(s): Marketplace
Feature ID: ALUSTA-68287
Release: P2P 20.3
Feature Implementation: Basware consultant work is needed

Administrator buyers and suppliers who use Product Manager can now upload Marketplace content with a modern, efficient content loading interface. Buyers can use the new Loader to upload agent agreements and suppliers can use it to upload price lists. Loader automatically checks that the formatting and data of uploaded files are valid, and if there are issues, you can easily fix them right from the interface. 

After having the new loader activated by Customer Support, users can access it by clicking Product Manager > Loader. Then users click Upload Files to begin the upload process. 

Currently, users can upload content using the Content Loader Excel (5.8) and Content Loader (5.8) with Lead time mappings, using English (UK) language. Loader will be enhanced with more mappings and languages in the future. The user also selects their output type (agent agreement for buyers, price list for suppliers) and additional parameters for currency and UNSPSC version, then uploads the file. 

From the Upload Status section, users can see the results of their past 10 uploaded files. If the uploaded file has errors (as in the example below) users can view and correct the errors before committing the uploaded content.

After the content is committed, users follow the normal process of approving and publishing content to Marketplace.

If you are interested in learning more or trying out the new Loader for your organization, contact us using our Customer Support Portal. 

3.1 Cancel processes for many invoices at once

Module(s):
Feature ID: ALUSTA-44444
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

In AP Pro, it is now possible to cancel the process of many invoices at once. The user can select up to 2 000 invoices and cancel the process for all of them at once. Users can do this for all invoices that are in process. If the user has the Cancel process for processed invoice user right, they can also use this batch action to undo the processing of already processed invoices. 

3.2 Display “Last Comment” column in invoice list

Module(s): Invoice Automation
Feature ID: ALUSTA-63887
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

Now it is possible to view invoices’ last comments directly in the invoice list in AP Pro. The Last Comment column is hidden by default, but users can make it visible from the Columns tab of the Tool Panel. To access the Tool panel, users hover on any column header and click .

3.3 Floating supplier dialog box in the AP Pro interface

Module(s): Invoice Automation
Feature ID: ALUSTA-63886
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

The Select supplier dialog box in AP Pro is now a floating dialog box. The user can now move the dialog box in the user interface to access the invoice data behind it. With this enhancement the user can, for example, copy supplier information from the invoice image to the dialog box’s search field.

3.4 Invoices with only “Recipient missing” task removed from “Pending task” category

Module(s): Invoice Automation
Feature ID: ALUSTA-64148
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

In AP Pro, invoices that have only one task and the task recipient is missing are now found only in the Recipient missing category. Earlier, they were also found in the Pending task category.

If an invoice has many tasks, and one of them is missing a recipient, it can still be found in both categories.

3.5 Set pre-defined delay for invoice processing

Module(s): Invoice Automation
Feature ID: ALUSTA-67209
Release: P2P 20.3
Feature Implementation: Basware consultant work is needed

A new invoice process activity has been added that can delay the invoices in process. It is now possible for organizations to set a pre-defined delay for invoices, such as if invoices must wait for good receipts before going forward to matching. 

Organizations interested in setting up a pre-defined delay must contact their consultant or Basware Support.

3.6 Show invoice header data fields in three columns

Module(s): Invoice Automation
Feature ID: ALUSTA-64770
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

In AP Pro, the user can now adjust header data fields to show in three columns by dragging the divider between the invoice list and invoice data. This enhancement affects the invoice split view and invoice details view.

3.7 Cancel and resend to process for many invoices at once

Module(s): Invoice Automation
Feature ID: ALUSTA-44445
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

In AP Pro, it is now possible to cancel processing and resend invoices through the workflow for many invoices at once. The user can select up to 2 000 invoices then click Cancel and resend for all of them at once. This functionality is available for all invoices in process - in other words, all statuses after Draft status but before Transfer. 

3.8 Send many invoices to process at once

Module(s): Invoice Automation
Feature ID: ALUSTA-44404
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

In AP Pro, it is now possible to send multiple invoices to process at once. The user can select up to 2 000 invoices and send them all to the workflow at the same time. This functionality is available only for invoices in Valid state.

4.1 Invoice image security update

Module(s): Platform
Feature ID: ALUSTA-67300
Release: P2P 20.3
Feature Implementation: Feature is in use automatically

Security has been improved for newly created invoices with invoice images in HTML format. After the change, the service analyzes HTML content more strictly and rejects potentially harmful content that earlier releases would have allowed. This may cause some HTML invoices to be rejected or some content to be missing. In case of issues please print the HTML invoice to a PDF file using your web browser, then use the PDF file as the invoice image.