New format for incoming channel “XRechnung“
The Coordination Office for IT Standards (KoSIT) specified a transition from XRechnung version 2.2.0 to XRechnung version 2.3.1 as of August 1, 2023.
From August 2, 2023, the receipt of invoives of the type “XRechnung” with version 2.3.1 will therefore be automatically available for the “Invoice Portal Service”.
Important note: The new format does not require any changes on your side.
Extension of the usability of accounting templates
Accounting templates as well as the basic settings for the distribution of invoice positions to accounting positions can be applied manually or automatically. In case of the automated application, the non order related documents of the document type “Prepayment” as well as the document type “Credit Note” are now taken into account in addition to the document type “Invoice” as follows:
- The accounting templates in combination with the option „Use ‘Free field 2’ to determine the accounting templates“ are applied to all non order related document types.
- The preferred accounting templates are applied to non order related documents with the document type “Invoice” and “Credit note”. I.e., the document type “Prepayment” is still not covered by the preferred accounting templates.
- The basic setting for distribution of invoice positions to accounting positions will be applied to all document types of non order related documents.
This extension allows more flexible use of the option “Use ‘Free field 2’ to determine the accounting templates”, as well as simplifying the accounting of the documents with the document type “Prepayment” and “Credit Note”.
Invoice Portal > Settings > Basic Settings > General > Distribution to Accounting Positions
Invoice Portal > Settings > Basic Settings > Optional Fields > Use “Free field 2” to determine the accounting templates
Validation of the settings for the numeric field formats
To avoid possible misconfiguration of the app “Invoice Portal”, additional validation of the basic settings for numeric field formats was added. As of now, it is no longer allowed to set a larger number of fraction digits for the invoice amounts than for the amount fields of the items with order reference.
Note: This adjustment is available automatically and does not require any change on your side.
Invoice Portal > Settings > Basic Settings > Numeric Field Formats > Amount Field (Position)
Confirmation required before deactivating collective emails
If the sending of collective emails with the notifications about non-processable invoices or about errors in imported files is disabled, the handling of any collective emails that have not yet been sent must be confirmed by the user from now on. This ensures that no collective emails are accidentally left in the queue.
The following options are available:
- Delete collective emails from the queue
- Send collective emails from the queue now
This confirmation is also required when changing the sending of collective emails with the initial messages or the escalation steps from “Active for all recipients” to “Active for ‘Copy to’ recipients”.
Invoice Portal > Settings > Basic Settings > Notification & Escalation Management > Initial Messages / Escalation Steps > Collective E-Mail > Active for “Copy To” recipients
Invoice Portal > Settings > Basic Settings > Notification & Escalation Management > Notifications for Non-Processable Invoices > Collective E-Mail > Active’
Invoice Portal Admin > Settings > Basic Settings > Notification Management > Notifications about Errors in Imported Files > Collective E-Mail > Active
Igor Kuzmin (07252 / 96-2152, i.kuzmin@seeburger.de) and Rolf Wessel (07252 / 96-1257, r.wessel@seeburger.de) will be happy to answer any questions you may have.