FEATURE ROADMAP

The following features are currently in development and will be released soon.

Contacts separation: in the future, we will distinguish between individuals (natural persons) and organizations (companies, institutions, authorities, etc.). This will also enable hierarchical structures of companies and/or departments, including structure charts.

New template engine with enhanced functionality.

More custom field areas for better organisation of additional data.

Improved handling of options and option attributes.

A generic workflow tool to handle arbitrary workflows triggered by data changes, manual input, or API calls. This tool will be able to manage data review processes (including documents), approval processes with multiple parties, notifications and integrations.

An extended configuration of Custom Fields with options to define visibility (API), access rights, multiple values, conditions, and others.

Open Banking interface to automatically import account statements - starting with FinAPI to cover most of the German, Austrian, and Swiss banks. (Treasury Module)

Fund Entities and Fund General Partners will be migrated to “normal” entities of their respective types (driven by attributes such as “is_fund_entity”). Using “Fund Entities” (under “Additional Data”) is deprecated. Better use normal Entities of the Entity Type “Fund Entity”. The same applies to “Fund General Partners” under “Additional data”.

Vendors (of the AP Approval module) will be merged into Contacts.

Structure Charts will allow you to save the positions in case they have been manually rearranged.

AI to extract metadata from PDF invoices (AP Approval module)

4-Eyes-Principle configuration for Bank Account Signatories and Signatory Rules

Smart Import for Payables

Proxies for the AP Approval workflows

Set-Paid workflow for invoices

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