• 1 Introduction
• 2 Procurement
  • 2.1 Business document access reports
  • 2.2 Marketplace tax category and tax percentage can be skipped in tax code resolving
• 3 Networked AP
  • 3.1 A new user right for managing invoice header level tasks in Documents
  • 3.2 Additional removal reasons
  • 3.3 Possibility to search for orders with invoice supplier in manual matching
  • 3.4 Hide Basware Personnel from P2P user management pages
• 4 Platform
  • 4.1 Support for Indonesian language in P2P

2.1 Business document access reports

Module(s): Purchase
Feature ID: ALUSTA-112522
Release: P2P 24.6
Feature Implementation: Basware consultant work is needed

We have expanded the existing invoice and purchase order access reporting feature by enabling access reporting for spend plans, purchase requisitions, and goods receipts. Basware P2P now tracks who accessed the document data and when. This enhances security in processing these documents and ensures compliance with local regulations and legislation.

Basware P2P logs both the viewing of document 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 these documents, in the same way as for invoices and purchase orders. 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.

2.2 Marketplace tax category and tax percentage can be skipped in tax code resolving

Module(s): Purchase
Feature ID: ALUSTA-111898
Release: P2P 24.6
Feature Implementation: Feature is in use automatically

The Marketplace settings have been enhanced by allowing customers to use or not to use Marketplace tax fields in tax resolving. By default, the Marketplace tax category and tax percentage are mapped to the purchase requisition. If the customer wants to rely only on the tax code from the purchasing category or uses a customer-specific tax resolving logic, the mapping can be disabled. 

The Marketplace settings are only available for users with the “Manage external webshops” user right. The new settings for tax mapping are only available for customers using Integrated shopping experience.

3.1 A new user right for managing invoice header level tasks in Documents

Module(s): Invoice Automation
Feature ID: ALUSTA-108276
Release: P2P 24.6
Feature Implementation: Customer can take into use

A new user right has been made available for the business users: “Manage invoice header level tasks”.

The business users with the new user right can use the Forward action on the Documents tab for the invoices that they don’t have a task for. They can also add and delete header level tasks by clicking Edit tasks on the Workflow tab. In this way, they can forward tasks and create tasks for users who have the appropriate user rights for processing them. Business users can forward tasks and create tasks also for themselves if they have the appropriate user rights.

This enhancement saves time for the AP clerks and speeds up the invoice processing because the business users can manage header level tasks independently without needing to request help from the AP clerks.

To take this new user right into use, go to P2P Administration and manually add the new user right to the business users who need it.

3.2 Additional removal reasons

Module(s): Invoice Automation
Feature ID: ALUSTA-110032
Release: P2P 24.6
Feature Implementation: Feature is in use automatically

There are now four new invoice removal reasons that can be activated for the users. The reasons have been added based on customer feedback. The new reasons are:

• Invoice matched with credit memo
• Zero value invoice
• Invoice contains confidential data
• Invoice must be reprocessed

The new removal reasons are not active by default because some of them might not be valid reasons for invoice removal for all customers. Users with the “Manage removal reasons” user right can activate the removal reasons in Data management, in the Invoice removal reasons section.

The full list of removal reasons after the new additions is as follows:

• Duplicate invoice
• Missing or incorrect data
• Missing purchase order
• Non-invoice document, statement
• Non-invoice document, other
• Invoice matched with credit memo
• Zero value invoice
• Invoice contains confidential data
• Invoice must be reprocessed
• Processing time expired
• Other

3.3 Possibility to search for orders with invoice supplier in manual matching

Module(s): Match Orders
Feature ID: ALUSTA-110291
Release: P2P 24.6
Feature Implementation: Feature is in use automatically

When a user is manually matching an invoice with a purchase order, they can now search for purchase order items by the invoice supplier. A new option, Supplier from invoice, has been added in the search criteria. By using this option, users can easily get the supplier from the current invoice without resetting their other “control state” settings. 

3.4 Hide Basware Personnel from P2P user management pages

Module(s): P2P Admin
Feature ID: ALUSTA-112012
Release: P2P 24.6
Feature Implementation: Feature is in use automatically

The dedicated Basware personnel can log in to P2P to perform support tasks. For this, user accounts with predefined user rights are created for them. These users are not shown on the user management nor administrators pages anymore by default. Basware personnel users are shown and they can still be managed when the “Manual activation of Basware users” feature is enabled. The login history of Basware personnel can be seen by having the “View full login history user” right granted.    

4.1 Support for Indonesian language in P2P

Module(s): Platform
Feature ID: ALUSTA-111453
Release: P2P 24.6
Feature Implementation: Basware consultant work is needed

Indonesian is the latest language to be supported in Basware Purchase-to-Pay. The new language option will be made available shortly after the 24.6 version is released. If you are interested in using Indonesian, request for the new feature to be enabled through the Basware Support Portal.

After it is enabled, users can select Indonesian as the user interface language from the User settings page.