What's new

Invoice Portal members now can receive invoices sent to them by a third party via a clearance service provider.

Invoice Portal now supports Belgian B2G PEPPOL-based e-invoicing mandate. The following party identifiers are now accepted: BE:EN and BE:VAT.

Invoice Portal now allows using PEPPOL directory to search for invoice recipients.

Invoice Portal is now capable of tracking invoice volume by country. Contact Invoice Portal Administrator to obtain the corresponding reports if required.

We introduced support of new PEPPOL reporting requirements.

We now support Factur-X and ZugFERD invoice formats. Invoice Portal members can send and receive invoices in these formats.

Invoice Portal now supports original invoices as attachments for invoices received via a clearance service provider.

Invoice Portal Member Administrator can now enforce two-factor authentication for all Members.

Invoice Portal can now mark recipient identifiers as "PEPPOL identifiers" to facilitate sending invoices to PEPPOL.

We introduced substitution of Supplier and Buyer endpoint IDs. This is useful when an organization has multiple entities under one umbrella and you want to send all invoices to one entity (for example, the main office).

We improved notification functionality. Now users can specify how they want to be notified about inbound and outbound rejected invoices. Customers can set it up in the user settings page.

We improved error messaging. Now customers can see a notification message in Invoice Portal that includes a description of the issue and a link to the corresponding invoice.

We introduced a functionality that allows customers to decline the received invoices manually.

We implemented the support of free text reference types in addition to previously existing reference types from the list of UNCL1153 codes.

Invoice Portal now supports FTP port 41667 and port 2222 for SFTP polling.

Invoice Portal now supports MySQL 8.0.

Invoice Portal now accepts invoices larger than 32Mb.

It is now possible to configure partner and enterprise groups and see the statistics of prepaid invoice usage for group members.

We introduced an onboarding process with Tungsten network for members who want to use Tungsten as a third-party for certain tasks, such as clearance.

We improved our ability to process large volumes of invoices.

We improved performance of recipient import process.

We improved the process of manual invoice acceptance. In cases where the sender cannot be notified or invoice rejection is forbidden, you can manually manage invoices from the Rejected list. You can select a default recipient profile where all invoices from this list are sent. Alternatively, you can select a recipient profile for each rejected invoice individually.

We created a restricted user profile that can only view archived invoices.

We have extended our documentation with Troubleshooting and F.A.Q. sections where users can find instructions and solutions for frequently arising questions and issues.

We introduced an option to select a recipient profile for every rejected invoice that is handled manually.

For invoices that cannot be accepted due to validation errors and cannot be rejected automatically, you can now create a customized notification of rejection and specify your own contact details and message content in addition to the template content provided by Kofax Invoice Portal.

It is now possible to specify custom rules for the delivery period in the recipient's profile.

The endpoint ID can be added to the list of the required party identifiers.

Member roles now include to view invoice archive option. With this role you cannot send or receive the invoices, but you can view the old invoices as far back as the membership level allows.

With this release comes significant performance improvement. We markedly increased the speed of handling the invoices during high-load periods.

Kofax Invoice Portal now supports context-sensitive help. When you click the link to product help from a particular page, the help opens on the relevant article.

We introduced custom license functionality. For additional information on this feature, please contact the Kofax Invoice Portal administrators.

The invoice logs both for recipients and senders now display the status information about invoices that were updated via REST API.

With this release you can specify exchange rate and exchange rate date for the tax currency in your invoice.

Both options become available in the Payment details section if the Tax currency differs from the invoice Currency.

Kofax Invoice Portal now takes into account allowances and charges during the final invoice check.

The detailed identification data is now written to the response file if the recipient of the invoice is not found in the Kofax Invoice Portal's database.

Kofax Invoice Portal supports FI:OVT2, FI:NSI, and JP:SST as party identifiers to comply with latest Peppol requirements.

Under Settings > Member account > Party identifiers, select the required type of identifier. Note that in many cases, the type is country-specific, so you must select the country first. After you select the country, in the Type drop-down list:

• For Finland: To use FI:OVT2, select TIEKE.

• For Finland: To use FI:NSI, select Internal ID.

• For Japan: To use JP:SST, select Organization ID.

With this release, you can select Internal ID as a party identifier type. The Internal ID type is not country-specific, therefore it is possible to select the type without indication of the country, if required by your company needs.

The National Location ID (NATLOC) party identifier type is now available in Kofax Invoice Portal for all countries.

Kofax Invoice Portal adds the field to set the party identifier detailed type. The Detailed type field is in many cases required and filled in automatically according to the selected party identifier.

Also, Invoice Portal now identifies detailed types used in incoming invoices to apply them later for your outgoing invoices.

For information about party identifiers, see Party identifiers.

The Invoice Portal documentation set now includes Kofax Invoice Portal Features Guide available on the Product Documentation page. The document gives a high-level product overview with descriptions of key features and functionality.

Invoice Portal supports validation of Australian Business Number as a party identifier. Also, in the supplier settings, you can specify tax scheme GST to enable invoice validation.

Invoice Portal supports Leitweg-ID as a party identifier.

When registering a German member, you are no longer required to specify the organization ID.

You can now access the Kofax Invoice Portal API documentation from the Product Documentation page.

The Settings > Member account page has been modified to allow access to your specific Invoice Portal account data. For more information, see Allow access via API.

The Support tab has been modified to provide assistance according to your membership level. For more information, see Support.

The File transport page has been modified to include the following elements:

• The Receive additional invoice information in the PDF option to include additional document reference to your PDF file.

• The Show recipients and Hide recipients options. For more information, see File transport.

The Invoice Portal documentation set now includes Kofax Invoice Portal Administrator's Guide.

The direct link to the Kofax Invoice Portal new features description is available on the Product Documentation page.

The Kofax Invoice Portal header is updated according to the UX standards. For more information about the header updates, see the corresponding topics for member users and member administrators.

The invoice PDF file generated from Invoice Portal includes the address line above the zip-code.

In Settings > Sending, under Invoice sending settings, when setting up the units of measurement for your invoices imported to Kofax Invoice Portal, in Unit translation, you can replace the original value with the appropriate unit value.

When registering a new Invoice Portal member, you are required to fill in the Type field for Party identifiers in the Organization details section.

In Settings > Receiving, you can now select Disable automatic acceptance of invoices to never automatically accept faulty invoices. For more information about this option, see Incoming invoice rejection and Rejected.

• TEAPPSXML 3.0

• Finvoice 3.0

  Invoice Portal introduces the new FINVOICE format. As a result, incoming invoices in any supported format (including FINVOICE 3.01) can be sent in the FINVOICE 3.01 format.

• xRechnung

  This option allows sending invoices in the xRehnung format from Invoice Portal.

According to legal requirements of some countries, invoices for certain receivers must be registered in Peppol. Kofax Invoice Portal Administrator can configure Invoice Portal member accounts to loop invoices through the Peppol network if required by invoice receivers.

Kofax Invoice Portal detects error causes, such as incorrect FTP credentials, and reports these error conditions to a user. If an error occurs, Kofax Invoice Portal prompts a user to change the credentials or take another required action to prevent subsequent errors.

Rejected emails with invoice attachments are now monitored by Kofax Invoice Portal. The member administrators are notified about such issues and receive the detailed information about the cause of the email rejection. Therefore, users are able to troubleshoot their problems with receiving invoices.

Kofax Invoice Portal supports single sign-on using the Kofax AP Essentials authentication. To go directly from the Kofax AP Essentials site to the Kofax Invoice Portal site without a prompt to enter credentials, a Kofax AP Essentials user can click Open Invoice Portal.

Kofax Invoice Portal uses API to upload supplier data from another business system or Tungsten Automation product, such as Kofax AP Essentials or AP Agility, to the Invoice Portal member account. Go to Suppliers > Summary and click Upload from Kofax AP Essentials to request the supplier data to be uploaded from Kofax AP Essentials.

On the Suppliers > Summary page, view the list of added suppliers that use e-invoicing. You can invite these suppliers to start sending e-invoices to your organization. For more information, see Summary.

Kofax Invoice Portal is updated to conform to the Tungsten Automation UX standards.

You can locate the online help for the product by clicking the help icon in Invoice Portal or by visiting the Product Documentation site: https://docshield.tungstenautomation.com/Portal/Products/en_US/InvoicePortal/InvoicePortal.htm