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Minor enhancements for the people using Next®, August 2022
We are happy to flag every new and enhanced feature in Next® with its own release note. Still, some of the enhancements are relevant to only a select few, and those we collect in this list for documentation.
For this release we have collected the following minor enhancements targeted the admins and end user:
Enhancement | Issue | |
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Next® Invoices allows for change of Vendor number and Issued date | NEXT-4618 | |
Protected by permissions (Edit invoice header permission) you can now allow for Vendor number and the Invoice issued date to be changed before an invoice is posted to the Finance system. If you use preregistration of invoices, not all financial systems supports this. | ||
Assign an approver directly - even with automatic assignment policies in place | NEXT-4758 | |
Automatic assignment policies makes it possible to make very advanced data driven assignments of approvers in an invoice approval setup. Still, sometimes data and automation do not suffice and humans take over. Now, if you use Assign person, to assign a task directly to an individual, Next® will respect this assignment, no matter what automatic assignment policies you have in place.
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Self learning coding suggestion gets smarter | NEXT-4768 | |
The coding suggestions based on your previous invoices now favor your most resent activities over those of age.
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Coding of project related invoices just got easier | NEXT-4711 | |
When you code cost invoices that are related to a project, the project ID is very often known in advance. The project ID is most often used to determine, who is to approve the invoice. If the project ID or project task ID is already known when you Add accounting, and the two will be prefilled as suggestions. This makes you coding more efficient and reduces errors.
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The default Accounting Information Panel now includes amount With limited space available, we have learned that Amount is highly relevant for most users. You may already have customized the columns in your Entries list to include Amount, but going forward this is no longer necessary. |
NEXT-4771 | |
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Select invoice approver based on a specific General Ledger Account number | NEXT-4776 | |
In addition to the myriad of other options, you can now let the specified account number decide who is to approve an invoice. | ||
The Indexed later classification is removed from the list when you do manual indexing | NEXT-4659 | |
Once you are in the process of indexing a document manually, it does not make sense to choose the Indexed later again. To avoid confusion, we have removed the option from the list. | ||
Have your User ID suggested automatically | NEXT-4712 | |
If you - when adding documents to Next® - find your self typing your User ID over and over, you can now setup User ID as a suggestion for the document metadata. This makes it easier for you to add documents, and eliminates typing errors. | ||
Better suggestions when you reclassify documents | NEXT-4674 | |
When you reclassify a document in Next® - e.g. from a "Contract, unsigned" to "Contract, signed", or from "Personal health record" to "Personal health record, shareable" - Next® will now preserve as much information from the original document as possible. Even if the new document type has suggestions, the original values will prevail. |
For the techies
Not so much here for the technically interested.
Additional information
For additional information , please refer to the online documentation.
Commercial terms and conditions
These enhancements are available at no additional cost, to users with an active service plan. Any consultancy assistance will be invoiced.
Disclaimer
Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.
Details
Title:
Minor enhancements for the people using Next®
Type:
Enhanced features
Status:
Released
Release time:
August 2022
Affected products:
Next® Bank Statements
Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® ExCustody
Next® Invoices
Next® Mailroom
Next® Processes
Audience:
End user
Admin
Classification:
Public
Responsible product manager:
Kim Hellum
Updated:
30.06.2022
By:
Kim Hellum