Further optimizations in August
Transaction-based request creation for subscriptions
You now have the option to set in your card subscriptions whether new recurring requests of this subscription should be generated based on the subscription interval (monthly, quarterly, yearly), or transaction-based, if a card has been added. With transaction-based request generation activated, a card transaction automatically triggers the generation of a request. This setting is especially useful for volume/usage-based subscriptions and payments, such as for LinkedIn or Google Ads.
Option to adjust the amount by transactions on card level
Along with this, you also now are able to select in the card level settings whether card transactions matched to an existing request (up to and including status in review) should automatically adjust the amount in the request or not. You can adjust this setting at the request level, independent of the card settings, if you want to suspend automated matching for certain requests.
The performance date is now pre-filled with the invoice date
Previously, the performance date was pre-filled with the request creation date. Now it defaults to being pre-filled with the invoice date if the information is available. If no invoice date is available, the creation date of the request will be filled in as before.
Optimizations for the interface export to DATEV Unternehmen online
- You will receive a warning for incompatible BU codes.
- If requests have an amount of 0 €, you will receive a warning.
- If you use incompatible G/L account codes, you will receive a warning. At the same time, we allow special characters (“.”) in the G/L codes for Addison users.
In addition to a warning about DATEV incompatible data, we automatically exclude requests with such data from the interface export to DATEV Unternehmen online and give you the incorrect application numbers as an error message.
You decide how you want to handle complete refunds
In the case of a complete refund, for example a payment of 100€ and a complete credit note of this 100€, the request and invoice will no longer be deleted. They will be displayed with an amount of 0€ to leave you free to decide how you want to deal with these invoices. Since DATEV Unternehmen online does not accept 0€ amounts, you will receive a warning before the export.