Basware Purchase-to-Pay 24.4 New Features


Contents

1 Introduction

This document contains descriptions of new features in Basware Purchase-to-Pay 24.4 and its maintenance releases.

2 Procurement

2.1 Archiving an agreement removes the agreement from groups

Module(s): Marketplace
Feature ID: ALUSTA-111621
Release: P2P 24.4
Feature Implementation: Feature is in use automatically

When archived, expired agreements will now also be removed from groups. A confirmation message is shown when the user clicks the Archive button on an expired agreement. The user must click Confirm to proceed with archiving and removing the agreement from groups and views.

2.2 Export ratings and reviews from agreement

Module(s): Marketplace
Feature ID: ALUSTA-111616
Release: P2P 24.4
Feature Implementation: Basware consultant work is needed

The Product Manager admin can now export ratings and reviews for all items within an agreement. The Review button is now accessible on both Organization and Agent agreements. 

Clicking the Review button will open the Export reviews dialog. From there. the user can click the Export button or the export.xlsx link to download the review export.

The export report as an XLSX file:

2.3 User interface renewal for content loading templates

Module(s): Marketplace
Feature ID: ALUSTA-111622
Release: P2P 24.4
Feature Implementation: Feature is in use automatically

The user interface for the Content Loading Templates page has been updated to show content loader options with name, description, format, and version. 

Module(s): Purchase
Feature ID: ALUSTA-109236
Release: P2P 24.4
Feature Implementation: Feature is in use automatically

In the related documents, every goods receipt document now displays the net total of items received within that specific document. When there are multiple lines, the net totals of received items across all lines will be aggregated and presented.

2.5 Purchase order access reports

Module(s): Purchase
Feature ID: ALUSTA-111531
Release: P2P 24.4
Feature Implementation: Feature is in use automatically

We have expanded the existing invoice access reporting feature by enabling access reporting for purchase orders. Basware P2P now tracks who accesses purchase order data and when. This enhances security in processing purchase orders and ensures compliance with local regulations and legislation.

Basware P2P logs both the viewing of purchase orders and the types and timing of searches conducted by users. This comprehensive tracking system provides valuable information on how users use P2P, enhancing safety and overall transparency.

It is also possible to create reports of the document access data. The reports for all document types can be viewed and created in Data management > Document access reports. We have enhanced the report format to accommodate any document type.

The data retention settings determine how long document access and search query data are kept. The settings are the same for all document types. The settings can be edited in Data management > Data retention for document access.

If you have the document access reports enabled, you can now automatically view and create reports for purchase orders, in the same way as for invoices. To enable document access reporting, please contact your Basware consultant or Basware Support. In the request, mention how many months you want the default data retention period to be. You can override the default retention period later from Data management > Data retention for document access.

3 Platform

3.1 Images and attachments to Basware API

Module(s): Integrations
Feature ID: ALUSTA-107615
Release: P2P 24.4
Feature Implementation: Basware consultant work is needed

It is now possible to access invoice images and attachments when transferring invoices through Basware API to customer’s ERP. This is useful for external archiving solutions and reporting needs.

Invoice image, attachments, and dispute email are accessible. Confidential invoice images and attachments are flagged as confidential.

Please contact your Basware consultant or Basware Support in case you need access to these files.

4 Networked AP

4.1 Select the supplier that the SmartCoding settings are applied to

Module(s): Invoice Automation
Feature ID: ALUSTA-106174
Release: P2P 24.4
Feature Implementation: Feature is in use automatically

Basware SmartCoding is a machine learning based service that proposes invoice coding.

The users who have the appropriate user rights can set up SmartCoding parameters in Data management > SmartCoding settings.

Now, there is also a supplier selection option, allowing specific preferences to be set for certain suppliers. For example, if a supplier consistently provides excellent data, and SmartCoding proposals have achieved 100% accuracy, the settings can be set so that the invoices from this supplier are sent straight to transfer.

 

 

4.2 Spend plan approval limit can be evaluated also with direct currency calculation

Module(s): Spend Plans
Feature ID: ALUSTA-108178
Release: P2P 24.4
Feature Implementation: Basware consultant work is needed

Now also direct currency calculation logic is supported at the time when a business user approves a spend plan. Earlier when a spend plan had a different currency from the organization’s home currency, the approval limit calculation was based on indirect currency calculation only. This lead to situations where the user was not able to approve a spend plan although it should have been possible by just looking at the numbers.

If your organization uses direct exchange rates, and you would like to activate this feature for your organization, please contact your Basware consultant or Basware Support