What's new

This topic chronicles new features in Kofax Invoice Portal.

December 17, 2022

  • 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.

November 16, 2022

  • 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.

August 20, 2022

  • 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.

June 25, 2022

  • 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.

May 21, 2022

  • The ReadSoft Online product name is rebranded to Kofax AP Essentials. The name change affects the user interface and the documentation.
  • Kofax Invoice Portal now adds document references information to an invoice line of PDF files.

March 26, 2022

  • Sending (Invoice layout) and Receiving (File transport) settings are modified to include the Line separator in the PDF option. Select this option to add a separator between invoice lines if a PDF invoice consists of more than one line. This feature significantly improves the readability of your PDF invoices.
  • 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.

February 19, 2022

  • Kofax Invoice Portal user interface elements and messages, as well as invoice properties and headings in generated PDF files, are localized into German. Click the language name to view the drop-down list of all available languages and select Deutsch to change the language to German.
  • 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.

January 22, 2022

  • Kofax Invoice Portal was checked against product security during external penetration testing. The results of the penetration testing were reviewed and analyzed, the vulnerabilities were fixed. The overall security posture was found to be excellent.
  • 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.

December 18, 2021

  • In the header area, click the Help icon to get the online assistance on the currently opened Invoice Portal page and view the procedures for using the product. The displayed documentation topic is related to the area in the product where you have clicked to request help.
  • 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.

November 21, 2021

  • 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.

October 23, 2021

  • Kofax Invoice Portal introduces the two-factor authentication option. When you sign in to Invoice Portal, you need to provide two pieces of information, namely your password and the six-digit verification code that is automatically generated on your mobile phone two-factor authentication application, such as Microsoft Authenticator or Google Authenticator. For more information, see Two-factor authentication.
  • 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.

September 19, 2021

  • 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.

July 24, 2021

  • In Invoice > Create new, under the Invoice lines section, the Unit field drop-down list has improved to include the advanced search by code, format, and description. Also, the drop-down list displays all units available for the selected recipient, along with the formats these units refer to.
  • 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.

June 20, 2021

  • On an invoice generated as PDF file, Invoice Portal displays the buyer address if no recipient address is available.

May 22, 2021

  • In Invoice > Sent > Invoices, Kofax Invoice Portal displays the status of invoices sent from Kofax AP Essentials.

March 31, 2021

  • Kofax Invoice Portal includes support for the following e-invoicing formats:
    • 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 Kofax 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 Kofax 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.kofax.com/Portal/Products/InvoicePortal/InvoicePortal.htm