New in Profit 15

Finance




Contract cycles with durations and contract values

The entire contract management can now be performed from InSite. We have also implemented different improvements within this context. You can, for example, distribute contracts automatically per period or year over obligations.  



Partial budget holder per reservation

The theme from budget to payment has been expanded with the option of defining a partial budget holder per reservation. This means that the budget and purchasing process will be even more effective and with better insight. This process can also be placed more in the management line because of adding a partial budget holder.


Finance Auditor optimised

It is even easier now to integrate the Finance Auditor in your audit process. You can ignore lines in the result (errors and warnings) that do not apply. This will ensure that you do not have to deal with these lines every time. This will, of course, be carefully logged for the auditor.

Based on a planned task, you can have the audits performed at night from now on and the result will be ready and waiting for you in the morning. A few new audits have also been added.



Group invoice and invoicing cockpit

Group now nearly all your lines to be invoiced over all modules in one  group invoice: better overview and complete for your customer. You do this in Profit Financial. Order management and draft invoices are excluded. You can now invoice everything in Profit Financial from the new Invoicing cockpit. Subscription, course, order management, actual costing and instalment invoices easily from one location.



SI-UBL 2.0 support

We have changed the version for the issue of electronic sales invoices to SimplerInvoicing 2.0 (SI2.0). We generate an XML file with this adjustment that is in line with the European standard invoice and the SETU invoice standard (flex market). 



Import e-invoice via Azure

You can now also import incoming e-invoices from Exchange Azure AD. You determine how you import the invoices in the 'Process e-invoices' communication profile: via the email or from a folder. We are responding, in this way, on the phasing out of POP3 as from 13 October 2020 announced by Microsoft.