New in Profit 11


Automatic entering of e-invoices

Reconcile or match lines quickly with liabilities

You can now automatically import e-invoices and reconcile them with receipts or match them with liabilities. There are, of course, e-invoices that you cannot reconcile or match in this way such as transport or administration costs. You can also process these lines automatically, that is, "custom text matching". This will save on huge amount of manual work! 

For the processing of e-invoices (= reconcile/match) a new view action has been added, that is, Process e-invoice lines in Financial/ Creditor / E-invoice (do not forget to authorise this action). The existing Enter purchase invoice action is still available, but the name has been changed into Enter journal entry.

Profit will first try to reconcile lines. For lines where this does not apply, an attempt is made to match. You determine (in the purchase contact profile) whether reconciling and matching is only allowed if amounts tally 1-on-1 or that a specific deviation is allowed in the form of a percentage and/or maximum amount. You can see an e-invoice in the example below that has been matched automatically and no differences have been found.

For lines that cannot be reconciled or matched, you can match based on text. The ledger account and VAT rate were missing in the line below. After they were entered, a new matching line can be created immediately. This makes Profit into a self-learning system where matching can become faster and faster.

During journalising, the lines are reconciled and the Assess purchase invoice workflow is started. The Assess purchase invoices InSite page has been again subdivided and there are also other optimisations. See below. The page contains various parts with regard to matching e-invoices that ensure that you can also see how the matching is deployed during the assessment.

Important change in existing functionality

As from Profit 11, you have the new Process e-invoice lines action. This is action 1 in the view (you will, of course, only see this action if you have authorised it). The other actions will be placed at one position lower.

  • The existing Enter purchase invoice action has been changed into Enter journal entry
  • If you double click on an e-invoice, you will now open the entry layout and the process will be started immediately. In Profit 10, you opened the properties of the e-invoice by double clicking. Now you use the new Properties action to open the properties. You must authorise this too.

Assessing purchase invoice optimisations

Assess purchase invoice InSite page optimised

You use the Assess purchase invoice page when assessing a purchase invoice via InSite. The General part on this page contains much information. This is why this part has been split into different parts. In addition, the subdivision of the page has been optimised for, for example, making it easier to assess e-invoices.  


  • The outstanding item is displayed in a separate part instead of in a view. 
  • New grouping of e-invoice lines.
  • New part with information about matching; see above.
  • The Note field has been moved down. In practice, this usually does not include any information.

If you use the AFAS version of this page, you will immediately have the new subdivision. There are, however, new parts (that previously were a part of the General part) that you must authorise separately in General / InSite and OutSite / Configuration / Functionalities.  

Once you have changed this page, you can put the AFAS version back or adjust your own page in site management. Place the relevant parts on the page and authorise them

Change cost centre or unit

You can now change the allocation (cost centre or unit) of a purchase invoice during the assessment of the purchase invoice via the workflow. The significant benefit of this: if the incorrect allocation has been selected, the workflow does not have to go back to adjust this. On the contrary: the assessor adjusts the allocation and the workflow can continue.

You can change the allocations after you have opened the workflow in the Financial entries overview. Select the lines to be changed and click the Change the allocation code action. A check will, of course, be performed to see if the change is allowed before it is implemented.

Authorise the employees of the Creditor administration department for the performance of this action.

If an assessor observes that an incorrect allocation has been allocated, he/she must put the workflow back to the Creditor administration. It is the responsibility of the Creditor administration to change the allocation and to again continue the workflow.

My purchase invoices

There are different ways to make employees responsible for assessing purchase invoices. Someone can be an assessor as a budget holder, project leader, based on the procurement schedule or based on an obligation or someone can be made responsible manually. For optimum insight into all your purchase invoices the My purchase invoices view has been added in InSite. You will see purchase invoices that are in the workflow and regarding which you have a role as the assessor (it does not matter whether you have this role now or in a previous or next step of the workflow). This is a dynamic view: if, for example, the configuration changes and you become the budget holder for a specific ledger account, you may also become an assessor automatically of specific workflows and they will also be shown in the view.

Include these pages in InSite and do not forget to authorise them (for example, by linking them to the right functionality).

Delete last VAT return

If, for example, you have an erroneous VAT return, you can delete it with this new Delete last return action. You can delete the last created VAT returns with the action (all VAT returns that have been created on this date).

You must authorise this function in Profit SE. This is not required in Small Business (Small Business, after all, does not have action authorisation).

Liquidity dashboard

Fast insight into financial state of affairs

The new Liquidity dashboard is the dashboard to assess your liquidity in the short term. This ensures that you can quickly see whether you can meet your financial obligations and whether there is room for extra spending.

The dashboard displays the state-of-play for the coming six weeks. As you can see below, the overview is broken down per week. The amounts are cumulative: the balances of the first week are the starting point for the second week, the second week is the starting point for the third week, etc. The debtor and creditor positions, bank account balances, invoices still to be received, running subscriptions, instalments and packing slips are, for example, checked. You will see in the dashboard which items have been included in the calculation.

We can, of course, only include things that have been defined in Profit (correctly). Bear this in mind when you consult the dashboard. You can, however, enter the expected income and expenditure in the dashboard so that you can also include amounts that have not yet been added in Profit.

Another new feature of 11

You can indicate for each bank account how much you can be overdrawn in the Current account credit field. If you are allowed to be overdrawn, this will, naturally, have an impact on your liquidity.