Release 2025, October

Different format of currency rates for settled currency payments

Instant refresh of localised texts

Order of attachments to incoming documents

Attached documents are now displayed after the main invoice instead of being sorted alphabetically.

Documents not arriving in Visma.net Approval

In some situations, documents can remain in Approval status 1 - Sent, which could result in delayed approvals, delayed payments, and confusion. Now, if documents remain in Approval status 1 - Sent, you can resend them to the original flow recipients by running the Send to Approval processing manually again.

New algorithms for automatic bank reconciliation

Automatic matching of transactions has been improved by new algorithms, used under specific conditions:

• 8 - Multiple debit and credit general ledger transactions on same date

  This algorithm is used when both these conditions are fulfilled:

  • The total of a set of general ledger transactions that include both debit and credit transactions is the same as for the corresponding account statement transaction.
  • The date for all the transactions is the same.

  If similar combinations as mentioned above are matched manually, the name of the algorithm is 9 - Manually reconciled multiple debit and credit general ledger transactions.

• 10 - Multiple general ledger transactions against multiple account statement transactions on same date

  This algorithm is used when both these conditions are fulfilled:

  • The sum of a set of general ledger transactions is the same as the sum of a set of account statements transactions.
  • The date for all the transactions giving this total to be compared is the same.

Incorrect order match status for PDF files

Invoices in PDF format without invoice lines were incorrectly assigned 1 - Completed by automatic match in the Order match status field in the Document table. Order match for PDF files is currently not supported, and such documents are now instead given the status 7 - Mandatory value missing.

Calculated columns

Values of (sub)totals of calculated columns are now based on the calculation of the formula instead of showing totals of the rows.

Processing of CDATA sections in XML files

Previously, XML invoices containing <![CDATA[ in unstructured formats were incorrectly marked as invalid. The system now correctly processes both structured and unstructured XML documents with CDATA sections.

Insertion of irrelevant voucher lines

In some situations, additional irrelevant rows of voucher lines were created, with the same cross reference for matching of incoming payments. This was introduced with a recent improvement, where one voucher line is created for each of the open customer entries instead of using the Cross reference table as before. This has been solved.

Pasting text in tables and forms

In addition to the Ctrl+V command, you can now paste content into table cells and forms by selecting Paste in the context menu.

Improved accrual accounting when a period is suspended

You can now use the accrual accounting method Period key and the parameters Always split accrued amount in intended number of fractions and Automatically move the value date to an open period, the amounts are now automatically reallocated to the next open period, preserving the intended split without manual adjustment on the Value date.

Improved logging of deleted vouchers and order documents

The Company change log now includes logging of insertion and deletion of batches and vouchers, and deletion of order documents. This is a mandatory setting that can't be turned off, and it's not visible in the Change log definition for the company.

Updated default layout

The default layout Company information (12937) now includes the SIE import processing.

Currency difference in the customer ledger

Under certain circumstances, when receiving a payment from Visma.net AutoPay in a currency that referred to multiple open customer entries, there could be deviations related to exchange rates. The reason for this was that the exchange rate was fetched from the first open entry on the voucher line, while the rest of the entries were matched in the Cross reference table.

Now, one voucher line is created for each of entry, and the exchange rate is correctly fetched for all the corresponding open entries.

Fetching open entries to the Cross reference table

Previously, matching vouchers to several invoices using the Get open entries processing in the Voucher table didn't fetch open entries to the Cross reference table as expected. This has now been solved, and you can also choose what payments to match by ticking Payment registration in the Cross reference table. The paid amount on the related Voucher line will be updated, and then you need to save the updated lines. The final matching is done with the Update batch processing.

See also: Get open entries and Update batch

Tracking of changed values

When tracking, for example, order line changes in the Company change log table, now previous and new values are displayed correctly.

Mapping of payment due date

The payment due date on credit notes and invoices can now be mapped, using a new interpretation rule.