Topic

Feature and a link to the new feature description

Home page

Home page introduced (18.2)

Guided purchasing (18.8), with inheritance (22.6)

Use external links (19.5), with inheritance (22.6), also visible for non-Purchase users (22.6)

Hide "Do you want to learn more?" section (20.3)

Documents tab / Search

Search page renamed to Documents (18.2)

Search purchase requisitions and goods receipts (17.11)

View purchase requisitions (18.5)

Search purchase orders (18.4)

View purchase order details (18.4)

View purchase order line details (18.8)

Export documents to Excel (18.10)

View purchase documents' related documents (18.10), enhancements (19.6)

Related documents panel in purchase requisition header data (16.6)

View details of an external purchase order related to an invoice (17.9); enhancements (17.12)

View invoices' related documents (17.5)

View invoices’ related payment plans (17.6)

Organization picker in Invoices (17.1)

Set search criteria in Invoices (17.1)

Search historical invoices (17.9), show available criteria (23.3)

Additional search criteria for historical invoices (18.5)

Search invoices with coding dimensions (18.4)

Search payment plans (17.12)

Sort search results (18.1)

Discussions

Collaborate for purchase requisitions and goods receipts (17.12)

Collaborate for purchase orders (18.10)

Collaborate for invoices (17.5), select a user group as recipient (22.9)

Collaborate for spend plans (18.1)

View participants in discussion header (17.8)

Maximum number of characters in discussions and comments is 1,000 (17.8)

Unsaved data warning (17.6)

Discussion indications on documents (17.6), bubble icon (18.3)

Notification widget and notification center (17.9)

Document type filter in notification center (18.3), new filters and tags (22.10)

Mark all notifications as read and single notifications as unread (18.3)

Flag notifications (18.4)

View announcements (17.9)

User settings

Backup user (17.6), Forward pending purchase tasks (19.12),

Forward pending invoice tasks (19.12), Complete tasks sent to your backup user (19.12)

Notification emails (17.11)

Password settings (17.11)

Region and language settings (17.11)

Default approver (17.11)

General / User interface

Legacy Workplace user interface deactivated (22.9)

Getting started tutorial (17.3), enhancements (19.1)

Edit check box labels (17.10)

Select user groups in fields (16.9)

Document name and icon on the task list (17.5), also in document details, lines, and history (17.10)

View organization on the task list (18.1)

Link to Edge from Workplace (16.8)

Link to Basware Analytics (18.1)

Detailed page's main panel actions as icons (16.9)

Dialog title and action button text enhancements (17.2)

Session timeout warning (17.6)

Informative tasks not generated (17.4)

Select if Edge or WP configuration is used in validation point (18.12)

Period or comma decimal separator (19.9), enhancements (19.10)

Task list supports showing 50 tasks at a time (19.9)

Use Edge in multiple tabs (19.10), use existing session in the same browser (21.11)

Use Basware P2P in multiple devices and browser windows (19.12)

"Select all" in column filters in grids (21.9)

Configuration

Configuration tool introduced in Edge (21.9)

Supported process parameters

Set a task to be required by only one of the recipients (15.12) Coding seal (16.2)

Approval passwords for invoices (16.3) and purchase requisitions (16.10)

Disable forwarding (16.5)

Topic

Feature and a link to the new feature description

General

A common Search page for finding items (17.9), enhancements (19.6)

Guided purchasing on the Search page (19.5)

Use external links (19.5)

Search and view contracts (19.6); import contracts (19.8)

Link to document from exported XML file (19.6)

Simplified and restricted Basware Purchase (19.10)

Prevent purchase requisition approval tasks in Configuration Tool (22.10)

Your requisition / shopping cart functionality

Add purchase items into Your requisition and send them as a purchase requisition to workflow (16.1)

View drafts (17.6)

View the lead time, gross total, text total, and item count in Your requisition (16.4)

View company code and name in purchase requisition drafts (17.9)

View item type (21.12)

Define a desired delivery date range (18.4)

Select goods receivers in the Get approval dialog (19.8), also for Restricted or Simplified Basware Purchase users (20.1)

Configure visibility of requester actions for free-text forms and Your Requisition page (20.6)

Marketplace

Marketplace embedded in Edge, many enhancements (16.12), export items (21.9.), classification code at agreement level (21.9)

Integrated shopping experience (21.3), add custom delivery address at checkout (21.4)

Tactical Dynamic Purchasing System (21.8), edit published questionnaires (22.11)

Getting started tutorials for buyer admins and suppliers (21.8)

Share agent and framework agreements (21.8)

Audit of logins, punchins, and organization switches (21.9)

Target delivery dates for bill of materials (21.9), target delivery dates used as the desired delivery date on purchase requisition (21.9)

User Teams (21.12)

View-specific product categories (22.8)

View expiration date on item details (22.9)

Lead time for buyer-managed items (22.9)

External webshops

External webshop requisitions (16.1)

Additional settings for external webshops created in Marketplace (22.8)

Free-text forms

Free-text requisitioning (16.3)

More information in the tax picker (18.5)

Selectable / lookup lists (16.5)

Work order field available (17.3)

Select unit of measure (17.5)

Retain free-text form data (19.4)

Add external attachments (19.12)

Create and send blanket purchase order from free-text form (21.6)

Improved naming for free-text form views from P2P (22.9)

Topic

Feature and a link to the new feature description

General

Manage attachments (19.3)

View purpose and requisition owner on task list (19.3), view document number (22.10)

Purchase document layout improvements (20.9)

Page divider to set the layout (22.10)

View supplier's lead time (22.10), in exports and imports (23.3)

Purchase requisitions, general

View details in header (16.6) and line level (16.7)

Quantity unit name shown instead of code (17.10)

View attachments (16.6)

Add and delete attachments (17.10)

View the purpose and last comment (17.2)

View history (17.3), enhancements (19.10)

View workflow (17.5)

Self-approve (17.9)

View Purchase orders panel (17.9) and change goods receiver (18.6)

Editable fields in header data (18.6)

Copy line coding (18.6), copy selected coding data (19.4), paste coding to all lines (22.9)

Split coding (18.10)

View delivery and invoicing addresses in header data (16.12) and line level (17.1)

View invoicing address details (18.6)

Add and copy lines (18.11), execute expressions after line is added (21.1)

Notification emails about actions taken by other users to the user’s requisition (19.2)

View supplier address and ABN number (19.3)

Forward purchase requisition tasks automatically (19.5)

Use anyERP external authorization (19.5)

Use anyERP to determine the list of approvers (19.5)

Import purchase requisitions with OpenAPI (19.12)

Purchase requisitions, requisitioner

Define delivery address (17.12)

Edit delivery address for each line (18.4); create purchase orders based on different delivery addresses (20.5), create purchase orders based on different desired delivery dates (21.9)

Automatic approver resolving (16.5)

Edit data in combined Line data and Pricing panels (18.2)

Enhanced editing in Line data panel (18.4)

Set invoicing address the same as delivery address (18.3)

Recall and reuse (18.8)

Create requisition to another organization (18.9)

Copy purchase requisition (18.9), enhancements (19.8), validate purchasing categories after copying (21.1)

Delete requisition line (18.9)

Confirm or reject changes (17.2)

Cancel (19.3)

Manual budgets (19.3)

Add refund lines (19.9)

Add state name and state code to address (21.6)

Change purchase order sending method (21.8)

Purchase requisitions, reviewer/approver

Review (18.9)

Finalize task (18.8)

Dynamic budgets (18.10)

Create requisition for another user (18.10)

Basic approving and rejecting (16.3)

Comment (16.4)

Return to owner (16.5)

Forward the task to another user (16.5.)

Complete header-level actions in header details (16.6)

Complete line-level actions in header details (16.9)

Complete line-level actions on the line (16.9)

View coding in line level (16.10)

View and edit coding in header level (18.6)

Edit delivery address (18.11)

Change next approver (17.5)

View line count and the total sum to be approved (17.2)

Purchase orders

Edit purchase order in "Sending failed" state (20.8)

Copy a purchase order as a draft requisition (20.11), validate purchasing categories after copying (21.1)

Payment plans relaunched as spend plans (21.1)

Edit open purchase orders with closed lines (21.2) 

Hide price information from suppliers (21.3)

Reopen closed and matched purchase order lines (21.5)

Update purchase order with supplier note on accept/reject (21.5)

Create blanket purchase order (21.6), blanket orders requiring release orders (21.9)

Save data with validation errors on purchase order lines (22.11)

Update task assigned to user after editing purchase order (22.12)

Topic

Feature and a link to the new feature description

Purchase documents

List and detailed views for purchase requisitions, purchase orders, and goods receipts (16.2), configure list view (20.1), add sending method, supplier email, and GLN to the PO list (22.10)

Dedicated document details view for professional users (21.10), accessible also by view-only users (22.12)

Group, aggregate, and pivot purchase document data (19.11)

View and manage purchase orders (19.2)

Reverse goods receipts (19.3)

Open documents to view in new tabs or windows (19.12)

Split view for purchase documents: workflow tab (20.6), header tab (20.9), attachments (21.1), discussions, related documents, and attachments tabs (20.11), Lines tab (21.2), purchase orders tab (21.4), Lines tab > Coding (21.5), History tab (21.10)

Show Order REST API HTTP error response details (20.8)

Refresh dashboard information (21.2)

Granular user rights (21.8)

View invoiced totals for purchase orders (21.8)

Search by contract number (21.9)

Select contract for purchase requisition or purchase order (21.9)

Advanced search for goods receipts (21.11), purchase requisitions (22.8), purchase orders (22.9)

Copy coding (22.10)

Contracts

View contract details (21.6), also in split view (21.8)

Show contract spend on purchase orders (21.6), also in contract search results (21.8)

Select contracts on spend plans and invoices (22.4)

Show invoices and spend plans against contracts (22.4), click document number to navigate to document (22.6)

Contract maximum net total increased (22.10)

Actions

Basic header-level actions in purchase requisition (18.12)

Skip a pending approval task for purchase requisition (19.3)

Skip a pending review task for purchase requisition (19.4)

Fix issues of purchase requisitions that are in the exception state (19.3)

Manage purchase requisitions that are in finalize state (19.3)

Edit purchase requisitions that are in review (19.4)

Receive goods (19.4)

Edit own purchase orders (19.5)

View all purchase documents in a single list (19.5)

List settings are saved (19.6)

Copy purchase requisition (19.8), also from list view (20.11), copy purchase order to requisition (20.11)

Copy coding in purchase requisition (19.8)

Perform batch actions on purchase requisitions (19.10)

Perform all purchase order tasks from list view (20.6), also Quick navigation between invoices and payment plans (20.8)

Self-approve purchase requisitions (21.9)

Update emailed purchase orders (21.10)

Change purchase order sending method (21.11)

Create release orders (21.11)

Topic

Feature and a link to the new feature description

General

Goods receiving is created per each purchase order (16.9)

Setting for receiving goods automatically (19.3)

Delay goods receipt tasks' notifications (19.5)

Reopened goods receipt task to backup user (19.9)

Viewing

View goods receipt’s detailed view (16.9)

Sort tasks (17.1)

View workflow (17.4); enhancements (17.5)

Paging in lines (17.5)

View goods receipt document (17.6)

Requisition owner shown on the goods receipt document (19.2)

Detail page includes Related Documents section (20.8)

Related Documents includes other associated goods receipts (20.8)

Actions

Receive all (16.3)

Forward task (16.5)

Add comment (16.6)

Receive goods partly (16.12)

Give delivery details (17.6)

Give detailed information (17.9)

Add attachments (17.12)

Receive more than ordered (18.5)

Import goods receipts (18.9)

Reverse goods receipts enhancements (19.6)

Receive goods for other users in Purchase orders (19.6)

Define multiple goods receivers (19.8) and Select goods receivers by groups (19.9), Select groups with Simplified or Restricted purchasing (19.12)

Receive by sum or percentage (19.9)

Close purchase order lines from the goods receipt task (21.9)

Topic

Feature and a link to the new feature description

General

Lookup lists supported (16.6)

Business rule warnings supported (16.6)

Recently used values in recipient picker (16.7)

Enhanced screen configurations (17.3)

Enhanced selection lists (18.2)

Hyperlink support (18.10)

Edit header data (16.6)

View history (16.8)

View workflow (16.6); enhancements (17.6)

View invoice image (17.11), pagination for image viewer (19.10)

View invoice image PDF in a PDF reader (18.1)

Upload large invoice images (22.8)

Disable automatic invoice transfer (19.5)

Dynamic Discount (19.6); release from dynamic discount process (19.6)

Quick navigation between invoices and payment plans (20.8)

Related Documents section links to purchase requisitions and orders (20.9)

Tools for power users - detailed invoice view (20.11), desktop-optimized view of task list (21.9), favorites in recipient picker, enhanced user group search, floating panels, show digital signatures in PDFs, approve and review as a batch (21.12), search result enhancements (23.3)

Desktop-optimized view of task list for personal users (21.9)

Invoices (reviewer/approver)

Sort tasks by urgency and filter them by document type (18.1)

Sort tasks by supplier and filter them by organization (18.6)

Review (15.6), row review (16.8)

Review and forward (16.9)

Approve (15.6), row approve (16.5), enhanced row approval (16.6), conditional approval (22.11)

The system checks the approval limit (16.5)

Change recipients in row approval (16.7)

Approve and forward (16.7)

Reject (15.6), row reject (16.5)

Add comment (16.4)

Forward (15.6), Forward an invoice task with many current recipients to new recipients (21.1)

Remove (16.6)

Dispute (16.9); changes in the email functionality (19.8)

Put on hold and release (16.9)

Cancel and resend (16.11)

Return (17.9)

View name of the task in list and detailed views (16.5)

Maintain attachments (16.12)

Save invoices as PDF (18.2)

Show recurring invoices (18.2)

Set a task to be required by only one of the recipients (16.11), select this option by default (19.12), require task to be completed in a set order by recipients (21.11)

Approval through email: message shows if no coding has been added (19.4), descriptive error messages (19.5)

Coding

External tax calculation (16.5)

Recently used values available (16.5)

Export coding (17.12)

Import coding (17.12)

Fix coding difference (19.3), enhancements (19.8)

Efficient coding - layout improvements (19.3)

Coding rows

Add (16.4)

Edit (16.4)

Delete (16.4), delete many rows at the same time (17.12)

Validate rows (15.12) according to advanced validation rules (16.3)

Edit date fields (16.6)

Duplicate existing row (18.1)

The system adds the coding difference to a new row (18.4); feature automatically in use (18.10)

Enhanced coding row summary (18.4)

Select many coding rows (18.8)

View gross, net, and tax differences in the coding panel (18.10)

Change task recipient for a coding row (19.9)

Set current user as task recipient when editing coding row (19.9)

Smart coding

Add coding with smart coding (17.6)

Smart coding activated for all users (18.5)

Automatic smart coding when opening an invoice (18.5)

Historical invoices used in smart coding (18.4)

Enhanced smart coding (18.2)

SmartCoding proposals time and refresh (23.3)

Create invoices

Create invoices manually (16.11)

Add attachments (17.1)

Copy invoice (18.5)

Matching

Set a manual matching task (18.5)

View matching-related activities (19.4)

Wait for goods receipts when order number or delivery note is not found (19.5)

Automatic matching uses order or delivery note number from line details (19.9)

Save purchase order search criteria (20.5)

Invoice lines show sum and quantity to match (20.5)

Request approval for invoice (20.5)

Import and export invoice lines (20.5)

Delay matching for invoices waiting for goods receipt (20.6)

Option to prevent matching for closed purchase order lines without receipts (20.9)

Enable manual matching for many invoices at once (20.9)

Subsequent debits/credits (20.9)

System-approved coding lines without deviance (20.10)

View the sum of many selected purchase order or invoice lines (20.11)

Personal manual matching tasks can be completed (20.11)

Display sum of invoice lines available for matching (21.1)

Improved configuration options for setting waiting queues (21.2)

Purchase order search supports custom criteria (21.9)

Purchase order lines shown in goods receipt-based invoicing (21.9)

View document type (21.12)

Validation rule to prevent credit memos to match with positive GRs (21.12)

Search with only one criteria (22.10)

Send invoice to approval after matching with faulty GR (22.12)

First availability (20.1), AP Pro interface is default (20.12)

Show Last Comment in invoice list (20.3)

Display handling time for tasks (20.5)

Duplicate invoice indicator (20.5)

Link invoices from invoice list (20.5)

Improved organization picker for list view (20.6)

Search by payment status (20.6)

Customized UI texts available (20.9)

Enhanced reporting on invoice changes (20.9)

Enhanced invoice search (21.4), ready-made date options (21.9)

Save changes to columns in lookup lists (21.6)

Customize fields and field orders in list views (21.8)

Separate code and name columns in grid views (21.9)

Reset search criteria (21.9)

Start time in Activities (21.9)

Notification widget (21.9)

Favorites in recipient picker, enhanced user group search (21.12)

Floating panels (21.12)

Show digital signatures in PDFs (21.12.)

Enhanced supplier field (21.12)

Reason for rejection shown in invoice or spend plan history (22.11)

Confirmation required before editing invoice that is open in another tab/session (20.1)

Add user groups as task recipients (20.1)

Refresh invoices in automatic process (20.1)

Comment on invoices as batch action (20.1)

Open many invoices as batch action (20.2)

Cancel processes as batch action (20.3)

Send to process as batch action (20.3), Cancel and resend to process as batch action (20.3)

Contact task recipients as batch action (20.4)

Remove invoices as batch action (20.4)

Retransfer invoices as batch action (21.9)

Import coding up to 2000 rows (20.9)

Update header data as batch action (20.9)

Change organization or invoice type as batch action (21.9)

Cancel and resend single invoices (20.10), warning added when cancelling invoice in "Transfer in progress" status (21.11)

Import automatic coding (20.11)

Send to manual matching (20.11)

Calculate taxes (20.11)

Create spend plan from invoice (21.2), suggestion to create spend plan from recurring invoice (21.5)

Prebook invoices manually (21.2)

Forward invoice header tasks as batch action (21.3)

Save as PDF enhancements (21.9), save as PDF as a batch (21.9)

Have "Action required by only one of the recipients" as default (19.12)

Forward pending invoice task at start of backup period (19.12)

Advanced validation enhancements (20.2)

Import and match linked purchase orders to invoices (20.2)

Invoice with only "Recipient missing" task removes from Pending tasks (20.3)

Set pre-defined delay for invoice processing (20.3)

Workload management introduction (20.4), prevent others from editing assigned invoices (21.5), manually assigned AP clerk persists (22.6), choose if manually assigned AP clerk persists (22.9), assign invoices based on start of supplier's name (22.9)

Skip some automatic activities (21.3)

Allow approval based on deviation amount, not total amount (21.8)

See recently used values in lookup lists (20.1), enhancements (20.4)

Invoice locking if user has edited (20.8)

Edit invoice organization and type during processing (20.9)

Support for expressions in invoice lines (20.11)

Enter a value outside of lookup list (20.12)

Auto-generate invoice image (20.12)

Auto-fill coding row totals (21.6)

Search and select a spend plan row or reference (21.8)

Validate selected spend plan (21.8)

Update coding rows as a batch action (22.6)

Accrual reporting (20.11)

Topic

Feature and a link to the new feature description

General

Links from the email notifications take the user to Edge instead of Workplace (16.6)

Create spend plan from invoice (21.1)

Spend plans introduced in AP Pro (20.12)

Enhanced supplier field (21.12)

Supplier filtering on the plan reference picker (21.12)

Spend plans can be managed in Procurement, AP Pro, or both (22.12)

Viewing

Simple spend plans detailed view (16.6)

Full detailed view for budget-based, schedule-based, and self-billing plans (17.3); enhancements (17.6)

Enhanced expanse/collapse panel (17.5)

Matched invoice links in spend plan detailed view (17.6)

Show recurring invoices (18.2)

Search for spend plans on which user was a discussion recipient (21.5)

Actions

Review spend plan (16.6)

Reject task (16.6)

Forward task (16.6)

Approve budget-based, schedule-based, and self-billing spend plans (16.6)

Add comment (16.6)

Request for spend plan (17.12)

Add attachments (18.2)

Perform actions on the Documents tab (18.3)

Define a reviewer and approver (18.3)

Update coding, Use coding templates (21.3)

Extend validity period as batch action (21.3), enhancements (22.9)

Update header data and matching settings as batch action (21.3)

Update sums (21.3)

Error message if invoice does not match spend plan (21.6)

Match and unmatch spend plans (22.9)

Cancel process (23.3)

Topic

Feature and a link to the new feature description

Purchasing

Manage free-text forms (19.8), enhancements (20.4)

Manage external webshops (19.5), define OCI inbound fields (19.9), duplicate external webshop data (20.2)

Configure purchase document numbering (19.9); also purchase order creation criteria (20.5), unique PO numbering required (21.3)

Manage cross-references (19.12)

Manage purchasing categories (19.12), export categories and data to Excel (21.5), Import updated categories using Excel (21.8)

Manage external table data (20.11), additional tables available (21.3)

General

Manage manual budgets (20.2), manage dynamic budgets (20.11), improvements (21.1)