We hope you're all having a fantastic and well-deserved summer break! The warm sun, long days, and beach weather add a special quality to our lives, and at Nordflow, we’re embracing the summer spirit too. This means we’re excited to introduce a bunch of new quality-of-life features for you! ☀️ Check out what’s new below:
New functionality
Brand new login page: You may already have noticed the first larger change to the platform. A new modern login page, that better suits our idea and vision of being the most modern and intuitive workflow platform on the market
Save accounting templates with amount %: When you create a new accounting template, you can now select an option to automatically remember the amount on the lines as well. We calculate the line amounts based on the % of the total amount:
Displaying AI confidence score: We now display the confidence score of our AI based fields below 95% confidence. This means our AI hasn't been super confident in it's suggestion, and it is recommended to do an extra check on the result of the field. We still highly recommend to check all fields.
Updates to journal lines: Our journal lines table have gotten a smaller overhaul, allowing our users more freedom and easier control over accounting checks.
You can now see the debit and credit amounts in the bottom of the table, and clearly see if there is a discrepancy between the two:
We have enabled the possibility to disable automatic balancing and line creation. It is always enabled by default, and when disabling, it will only apply for the current document you are working on. This makes it easier to handle more complex entries requiring several special line calculations, without having the system suggest a lot of wrong lines. Disabling auto balancing can be toggled through the journals menu button:
Updates to supplier creation popup: In Nordflow, we have made it easy to automatically create new suppliers in your accounting system directly from Nordflow. This module has now been expanded with extra validation, to make sure your supplier creation is error free. If some info is invalid for a supplier, we will prompt an error popup, such as the one below:
Furthermore, when receiving a new supplier in the system, it was too easy to accidentally accept it before, which caused the system to create unneeded suppliers. Now the warning is mandatory to handle, and if you choose to not create the supplier, we will delete the temporary record, so we minimize duplicates.
Improvements
Require a note on rejections: It is now possible to enable a new setting, that forces users to write a note when rejecting documents. This helps the bookkeeper to make sure there is a reason why a user has rejected the document.
The setting can be found under Settings - Groups and settings - Approval settings in the bottom:
Project and cost type connection: We have enabled the possibility to require a cost type, if there has been set a project on a document and vice versa, to ensure all relevant data is filled out in the flow.
This setting is also found under Settings - Groups and settings - Approval settings:
Disabling currency rates in Economic: In Economic, if there have defined static set currency rates, Nordflow would still override this when we sent the document to Economic. Our standard has always been to send currency rates to Economic, so the setting is enabled by default on all customers. This is now possible to disable, if you wish to only use the rates in Economic.
The setting is found under Settings - Integration:
Improved duplicate checks: We have added more checks to our duplicate validation, so we also match up against rejected documents.
Furthermore we have added a check that looks at the raw PDF filename and size, and will return a duplicate warning if the exact same PDF is found. This helps find duplicates on irregular documents, where our usual duplicate checks like invoice number and supplier aren't able to find a match.
Document counter on all tabs: In the approval overview, there is a document counter at the top as well as an accumulated sum of all the amounts of the documents. We have now included this in the other tabs, Archive, Delivery Errors and Quarantine to easily get an overview of your document statistics
Display when data is pulled from master data: We now display info icons if data such as payment info is pulled from the master data instead of from the document.
Display payment terms on master data: We pull the payment terms that are set on the suppliers from the accounting system. We now display what those payment terms are, in the vendors payment means in the vendor list:
Links in PDF's are now clickable: Sometimes a PDF may link to view the invoice online, or on electronic invoices (Nemhandel, Peppol), the supplier may include a link to download the original PDF invoice. These links are now clickable, so you don't have to copy/paste the links into your browser
Bug fixes
Clearing current master data on ERP import: When doing ERP imports on suppliers, we only updated the records in Nordflow if the new records had values. That means if a supplier eg. switches from FIK / bankgiro to normal bank account, the FIK / bankgiro field would be empty in ERP and wouldn't override the existing value in Nordflow, so it looked like the supplier was still using FIK / Bankgiro. We have now changed this logic, so we clear all fields and update them with new data, to make sure it is always up-to-date.
Filters reset on tab switching: when adding filters or searches, they would reset when opening a document or switching between tabs. We now make sure to save the filter until you refresh the page or log out.
Approval groups not showing when returning multiple docs from archive: If you selected multiple documents in archive and want to return them, we didn't show the approval groups, so you had to manually return documents one by one. This has now been fixed.
Nordpay Launch 🚀
We have now launched our directpay solution Nordpay, offering you the absolute best and cheapest option on the market to directly pay national and international invoices, employer expenses and even salaries, without having to log in to your netbank every time. International payments are completely FREE, and domestic payments only cost 1,50 DKK.
In a new easy-to-use module, you will be able to see all upcoming payments, credit notes and connected bank accounts, to get a proper overview of your finances, while planning and sending the payments directly through our platform, and a simple MitID/BankID approval.
Key features:
Group payments - No need to manually calculate credit notes, or request refunds from suppliers. By grouping payments together, we automatically deduct the credit notes from the payment, so you don't have to
Multiple payment approvers - Need more people approving a payment? Approve from Nordflow based on existing users
Plan ahead or pay now - Choose your own payment date, to have proper control over your payments
See balances across all bank accounts - Transparency is key. Easily make sure you have the available funds for your payments, and see a list of all your different bank accounts
International payments - Pay with IBAN for FREE, international payments have never been easier
See more here: https://www.nordflow.io/nordpay
You can use Nordpay today, activate it via settings and scroll to the bottom under "Nordpay". Fill in the onboarding questions to get started.
If you have any questions or want to hear more, please contact us at [email protected]
