Release notes

New

• See in the new Article overview how much you bought of each article and for what amount. Group by article, supplier, company, month, ledger account or cost center and download the overview as CSV. Read more

Support

• New: Article overview

New

• Approve several invoices in one go from the invoice overview: select them and choose Approve under Actions. Read more

Support

• Updated: Check and book an invoice

New

• Set a payment discount on a relation, with the percentage, the ledger account and whether the discount is taken over the amount excluding or including VAT. Invoyz then adds the discount to every invoice of that relation automatically. Read more

Support

• New: Payment discount per relation

Improved

• Next to a relation's IBAN you can now enter the account holder. Invoyz passes it on with the IBAN to Exact Online, Twinfield and Odoo. Read more
• When you add a supplier in a company with Twinfield, you can now also choose the payment type, so Twinfield can include the invoices in its payment list. Read more

Support

• Updated: A relation's IBAN

Improved

• When you add a relation from an invoice, Invoyz fills in the IBAN from the invoice. Read more
• A user's rights are saved with Save, together with the role. They apply right away, without signing in again.

Support

• Updated: A relation's IBAN

Improved

• Enter a relation's IBAN right away when you add the relation. Read more

Support

• Updated: A relation's IBAN
• Updated: Manage relations

New

• Calculate directly in the amount fields of an invoice: type 3000/1,21 or 100+21% and Invoyz fills in the result. You can also continue from the amount already in the field. Read more

Improved

• The dot on the numeric keypad works as decimal separator, and clicking in an amount field puts your cursor where you click.

Support

• New: Calculate in amount fields

New

• For an e-invoice, the menu now has Recognized UBL values: what Invoyz read from the e-invoice. If the lines don't add up to the invoice total, you see the difference straight away.

Improved

• Choose in the central mailbox which document types and categories Invoyz processes, so questions, payment requests and reminders in a connected invoice mailbox stay out of Invoyz. Read more

Support

• New: View the recognized values of an invoice

New

• The Archive: all your documents in one place, including files that are not invoices, such as contracts, Excel overviews and bank statements. Search and filter by period, company, status, labels and file type, and download up to 50 documents at once as a zip.
• Keep Excel, Word, CSV, text and bank files in Invoyz. Upload them or email them to the company; Invoyz archives them without reading them as an invoice.
• View Word and Excel files right in the preview, next to the list.

Improved

• Label documents in Documents or the Archive, and create a new label while you type.
• Documents shows labels as a column, and you can also filter on documents that are still being read.
• The default menu now also shows Categories, Accounting and Archive.

Support

• New: The archive
• Updated: Upload invoices
• Updated: Send invoices by email

New

• Connect a Microsoft 365 mailbox without anyone signing in. The Microsoft admin gives Invoyz read access to exactly one mailbox, for example a shared invoices mailbox, and Invoyz cannot read any other mailbox.

Improved

• When you link a relation to an invoice, Invoyz also checks the other invoices in that company that are still waiting without a relation, and links the ones it can now recognise. No more linking them one by one.

Support

• Updated: Connect a document source

Improved

• Choose per company which categories it uses. A company without cost centres then no longer sees that column on invoices and rules, and gets no suggestions for it.
• Search in one category with @: type for example @company or @invoice to search only there.
• Find a booked invoice by the entry number from your accounting system. The entry number shows with the invoice in the search results.

Support

• Updated: Set up categories
• Updated: Navigating and searching

New

• New workflow stage Approve payment: invoices are booked right away, but only released for payment once the payment has been authorized. Works with Twinfield, Exact Online and Odoo 18 or later.
• The authorization inbox, history and document timeline show who approved the payment.
• Approve payments in the mobile app too, from version 1.0.7.
• New navigation: pin the pages you use most to the sidebar (up to 12, drag to reorder). All other pages are under More, grouped into Work, Setup, Connections and Management.
• Search with ⌘K or Ctrl+K: search invoices, documents, relations, mapping templates, pages and support articles at once. Invoices and documents are also found on text from the document itself.
• Store a relation's IBAN on the General tab. Only users for whom the owner or administrator ticked May change relation IBANs can change it, and every change is in the audit log.
• Relations for a company group: pick a group instead of one company when adding a relation, or move an existing relation with "Move to company group". The relation applies to every company in the group; a company's own relation comes first, a global relation after.
• A group relation can have its own mapping template per company, next to a group template and a global template.
• The relation picker on an invoice shows the group name next to a group relation.

Improved

• The new invoice screen is now the default: the document is on the right, with the amounts, the relation and the mapping template above it. Prefer the previous screen? Turn off New invoice screen under More actions > Settings.
• In Documents, Filters now lets you set Deleted documents to Not deleted (default), All or Deleted only.
• The menu at the top right is more compact. You switch environment via your name at the top of that menu.

Support

• Updated: Set up a workflow
• Updated: Authorise invoices
• New: Navigating and searching
• Updated: Check and book an invoice
• Updated: Switch environment or create a new one
• Updated: Split, merge and delete documents
• New: A relation's IBAN
• Updated: Manage relations

New

• New Customer user role: give your customers their own login to upload documents and authorize invoices, in the Portal and the app. They only see their own documents and invoices.
• A Customer user lands on Documents right after signing in.
• Companies without accounting software now get remembered VAT rates per relation. Change a line's rate and approve the invoice, and new invoices from that relation get your rate for the same percentage. You can also set the rates yourself under Remembered VAT codes on the relation.
• "No VAT" in the VAT column of invoice lines for companies without accounting software: the VAT is added to the amount and the line gets 0% VAT.

Support

• Updated: Roles in Invoyz
• Updated: VAT codes per relation

New

• A category option can now make other categories required. Example: a cost centre that is only required for one general ledger account. Set it under Categories > the option > Required categories.
• Invoice lines show which option makes a category required, with a "Required for …" label in the empty cell.

Improved

• Invoices with lines that miss a required category are no longer approved automatically, also when a rule matched the line.

Support

• Updated: Set up categories
• Updated: Handle lines without a category

New

• When one PDF contains several receipts or invoices, for example a stack of photographed receipts, Invoyz now recognises it and suggests splitting it. The invoice shows every receipt with its supplier, amount and pages; split it in one click, adjust the split first, or process it as one document anyway.
• Invoices with a split suggestion get a "receipts · split" label in the invoice overview.
• New invoice screen, available as a preview: turn on "New invoice screen" in the invoice settings. The current screen stays the default.
• In the new screen, relation and mapping template sit in the invoice header. The template icon shows the default selection, filters, auto approve and grouping, and you can change them there without leaving the invoice.
• The invoice header is one compact row (Invoice · Booking · Amounts · Supplier) that adapts to smaller screens.
• New document viewer: resize it by dragging its edge, it opens at the width of an A4 page and remembers your zoom. While it is open, amounts, relation and template sit right above the document.

Improved

• New invoice screen: check and change a relation's details, processing settings and remembered VAT codes right from the invoice.
• Mapping template popup on the new invoice screen is more compact.
• Add a mapping rule without selecting lines first.
• New setting to hide deferred costs on the invoice.

Support

• Updated: Split, merge and delete documents

New

• Book an invoice in Twinfield even when Twinfield gives a warning, for example an invoice date outside the chosen period. Tick "Ignore warnings" on the invoice, or switch on "Ignore Twinfield warnings" on the Delivery tab of the company for all invoices.

Support

• Updated: Booking settings per company

New

• The user menu now has a Support link that opens the help center in your language.
• Companies on Exact Online now show Exact's Period-date check on the Delivery tab. When it is set to Mandatory and an invoice belongs in a different period, Invoyz tells you before booking.

Improved

• The user menu top right is cleaner: icons per item, "Signed in as" at the top and a red Sign out.
• Dark mode moved from the user menu to Profile › Details › Theme (Light / Dark).

Support

• Updated: Booking period and credit notes per relation

New

• New environments get a getting-started checklist on the dashboard: upload your first invoice, book your first document and invite colleagues. Steps tick off by themselves.
• 14-day trial for new environments, shown in a banner at the top. Reminder emails 7, 3 and 1 day before the end and on the last day, plus a one-time popup for the account owner in the last days.
• Welcome email after signing up, with the first steps and links to our privacy policy and terms.
• 5 days after the trial ends without a payment method, the environment stops receiving documents: uploads are refused, document sources pause and the Peppol registration is removed. Setting a payment method resumes intake right away.
• The environment logo can now be removed from the Account page.
• Help center at support.invoyz.com: 50 articles in Dutch and English about getting started, companies, invoices and documents, accounting software, relations and booking rules, users, the mobile app, notifications, billing and authorisation workflows. Search as you type.

Improved

• A new payment method setup page with the trial end date and what to expect.
• Only users with the environment owner role can enter payment details; other users see the trial banner without the payment link.
• Every email now has a clear title and shows the environment name in bold.

Support

• New: Get started with Invoyz: first steps
• Updated: Your trial
• Updated: Set your environment logo