Improvements in the Partner Space

Speed up client onboarding with smarter configuration templates

Configuration templates now support preset values for the subscription. You can choose the subscription plan, who pays for it, and the billing cycle (monthly/yearly).

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Export Enriched Movement Reports automatically with HTTP Service

You can now export Enriched Movement Reports directly to your external systems using the HTTP Service integration.

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Use dynamic delivery paths for Enriched Movement Reports

When exporting EMR files through integrations, you can now define a delivery path that uses dynamic variables (such as company name or UEN). This gives you full flexibility to structure report delivery according to your workflows.
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​Select which document types to export in each integration

Integrations now give you control over exactly which document types you want to export (sales invoices, purchase invoices, Enriched Movement Reports). Instead of exporting everything, you can choose what’s relevant for each accounting flow.
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Get full overview of client documents

Client documents now include purchase receipts and these are also counted in Insights.