Improvements in the Business Space

Search and filter your sales invoices

Find specific invoices faster with the new search and filtering options. You can search by document name.

Document dates can be automated or manual

Choose whether invoice dates are set automatically (current date) or manually. You can toggle this feature from the Document Creator's settings.

Phone numbers get automatic country prefixes

When adding contacts in Business Partners, country codes are automatically filled based on the contact's country location.

Set permissions for external apps more easily

Space administrators can now grant API access to external applications through a user-friendly wizard. → Read more [LINK]

Automatic invoice line grouping

Purchase invoices now automatically group line items by VAT rate. This reduces the need for manual corrections after OCR processing. You can disable this in the Inbox settings > Group invoice lines.

Improvements in the Partner Space

View your clients’ document details without downloading

Accountants can now view the details of their clients’ documents (purchase invoices, sales invoices, other documents) directly on Banqup, without having to download them.

Sync Enriched Movement Reports to your accounting software

You can now send Enriched Movement Reports to your accounting software via Exact Online, Email, Dropbox, Google Drive, and SFTP connections.

Download documents in more formats

More download options for documents are now available. Download documents in XML formats like Peppol BIS3 or Factur-X. Download statement files in PDF, CAMT, CODA, and CFONB.

New "Queued" accounting status

The Queued status shows when documents are ready for processing by accounting integrations. If no integration is active, the document remains queued until an integration gets activated.

Manage your clients’ subscriptions faster

Accounting firms can now set their preferred service packages for all new clients they invite, saving time during client setup.

Improvements in the Business Space

Better invoice line editing

Adding items to invoices (in the Document Creator) is now smoother with an empty line ready to go, improved totals display, and easy access to discounts and item deletion through an Actions menu.

Set delivery channels when adding customers

You can now choose how to send documents to customers (email, Peppol, etc.) right when you create their profile, or add delivery channels while creating invoices.

More document viewing options

View detailed PDFs in Other Documents and Inbox, giving you better access to all your documents.

Sync Enriched Movement Reports to your accounting software

You can now send Enriched Movement Reports to your accounting software via Exact Online, Email, Dropbox, Google Drive, and SFTP connections.

New features

Business Space

Order cards for your team members

Legal representatives and permission managers can now order Banqup debit cards for employees. Just go to Payment Accounts, select your Banqup Business Account, click the Cards tab, and choose Add New Card to select which team member gets a card.

Partner Space

Set default billing preferences for new clients

Accountants can now configure their default settings for all future client invitations in one place. Click the cog wheel in Clients to set whether you'll pay for new clients, choose monthly or yearly billing, and select which subscription plan to assign automatically. This saves time during client onboarding and ensures consistent setup across all your new clients.

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Improvements in the Business Space

Smarter document actions

Actions like "Pay" or "Mark as..." now appear based on the document's status and your active services, putting the most relevant options front and center.

Custom invoice numbering prefixes

You can now set both a prefix and starting number for your invoices and credit notes. This allows you to continue the numbering from another system.

Change the document type of a draft

In the Document Creator, you can change a draft document from invoice to credit note and vice versa.

Create new customers from Document Creator

You can add a customer not yet added to your business partners directly when creating a document in Document Creator.

Improvements in the Partner Space

Accountants can now see clients’ documents

Accountants can access their clients' purchase invoices, sales invoices, enriched movement reports, and other documents directly in the Partner space, along with the corresponding accounting status.

Upload and delete other documents

Accountants can now upload and delete files in their clients' "Other documents" folder, making it easier to share additional documentation.

Smart client search

When adding a new client, accountants can search the client’s company (we look for it in the national and Banqup directories). Selecting a result automatically pre-fills the client's details, saving time and reducing errors.

Default billing preferences for new clients

Accountants can now set their payment preferences once and apply them to all future client invitations. Choose whether you’ll pay for client subscriptions yourself, and if so, select monthly or yearly billing. No need to configure these settings for each new client.

New features

Create and manage products with the Product Catalog

Product Catalog lets you store all your products and services in one place. Add items once and quickly select them when creating invoices. No more typing the same descriptions and details over and over again. You can edit, deactivate, or remove products as needed.

Stay on top of tasks with Banqup To-do

Our new To-do feature on the Home page shows you what needs attention right now, like invoices waiting for approval. One click takes you exactly where you need to go to complete each task.