What's new

New features are deployed to the US on Monday, January 20. New features are deployed to Europe, Asia, and Australia on Tuesday, January 21.

• New versions of the AP Essentials add-ins for Microsoft Excel are now available in the Microsoft Store. If you use these apps, you must update to the latest version, as the old versions are no longer available. Updates may occur automatically, depending on your Excel version.

  • Reports for Microsoft Excel (AP Essentials Reports)

  • Data Import for Microsoft Excel (AP Essentials Data Import)

• The UploadImage3 API method now supports specifying header field values during document upload. This feature is helpful for specifying field values that do not already exist on the document, such as document priority or category fields. When specified, these field values remain unchanged during data extraction, allowing you to tag documents with additional context and streamline workflows.

• A new version of the AP Essentials API SDK is available here.

• The Coupa AP integration has two new features.

  • Exchange rates in currency master data — The integration can determine the base currency automatically via the default chart of accounts in Coupa. Alternatively, you can specify a single base currency for all buyers or different base currencies for individual buyers.

  • Automatic net amount calculation — If the net amount (InvoiceTotalVatExcludedAmount) is missing, it is automatically calculated by subtracting InvoiceTotalVATAmount from InvoiceTotalVatIncludedAmount. Enable the new setting (Calculate missing net amounts) in the target system settings.

New features are deployed to the US on Tuesday, January 7. New features are deployed to Europe, Asia, and Australia on Wednesday, January 8.

• A new service, Tungsten Copilot, is available that lets you incorporate generative AI capabilities with AP Essentials Office. This feature lets users ask natural language questions, such as "How much did we buy from this supplier last month?" or "What is the average total cost on invoices from this supplier?" Tungsten Copilot interprets the queries and returns relevant results, streamlining your verification and approval processes.

• A new master data setting lets you Restore learning data for suppliers reinstated within 7 days of deletion. The new feature is beneficial because it saves you the time of re-learning invoices tied to suppliers that were removed and later reinstated. By automatically restoring the previously trained data, you can immediately continue processing invoices accurately, without requiring manual intervention or retraining.

• It is now possible to create custom validation rules on the customer account level.

• Extraction validation rules have been optimized even further, resulting in less manual verification and reduced verification time.

• New metrics (sender number, lock online learning, and bypass verification) enhance the Verification Touch Rate report by providing deeper insights into document performance. Knowing the sender number helps identify problematic senders for targeted troubleshooting. Seeing whether online learning is locked highlights if poor performance is due to restricted learning, while understanding whether verification is bypassed explains unusually high zero-touch rates. Both offer clearer insights into automation levels and anomalies.

  The new metrics apply only to documents processed after this release. Existing sender rows will not be retroactively updated with the new metrics. Instead, new rows will be created. This means that within the date range of your report, the same sender might appear twice—once with metrics up to the release date and again with the new metrics starting from the release date.

• The Mobile Approval interface is now more intuitive and efficient, providing an improved user experience.

• A new target system setting for the Dynamics 365 for Finance and Operations integration lets you determine whether you want to import purchase order data to AP Essentials. Previously, purchase order data was always imported. You can also define which POs to import based on their status using the PO statuses to synchronize setting.

• The SAP S/4HANA Cloud ES integration now supports posting purchase order invoices that contain service lines with and without service entry sheets. New settings allow invoices to be parked automatically when service entry sheets (SES) are missing, unapproved, or ambiguous. This ensures smoother invoice processing by reducing rejection rates and enabling manual resolution of SES-related issues.

• AP Essentials Connect has been updated to version 2025.1.0.8074.

New features are deployed to the US on Monday, November 11. New features are deployed to Europe, Asia, and Australia on Tuesday, November 12.

• Custom validation rules for amount fields are now generally available for all customers.

• To further promote stability and fair usage of the system, new limits are placed on Workflow services.

• The Admin Center user interface has been enhanced for a more intuitive and efficient user experience, featuring improved behavior of drop-down lists.

• Manual verification has been further streamlined by optimizing extraction validation rules for the invoice number field. The result is less manual verification and reduced verification time.

• The Coupa AP integration has several new features.

  • You can now apply Content group filtering to contracts, so only contracts that belong to the content groups specified in the Content group mapping settings are imported.

  • It is now possible to exclude contracts by contract number during master data import. It is helpful, for example, to exclude the pucnhout catalog to prevent duplicate contract numbers from being imported. The new setting is called Excluded contract numbers.

  • The Replace invalid characters setting helps ensure smooth master-data import by automatically replacing invalid characters, such as line breaks, with the character you specify. This reduces import failures, making the process more efficient and reliable.

  • Delta synchronization has been improved to include suppliers whose sub-entities have changed. This enhancement ensures the latest supplier master data is retrieved from Coupa.

  • Purchase order synchronization no longer excludes POs from inactive accounts. In other words, POs from inactive accounts are now imported.

• The NetSuite integration now supports general ledger coding for PO invoices and credit notes.

• The Dynamics 365 for Finance and Operations integration is now certified for Microsoft Dynamics 365 for Finance and Operations version 10.0.41.

• The SAP S/4HANA Cloud ES integration supports automatic multiple-account assignment of purchase order lines.

New features are deployed to the US on Monday, October 7. New features are deployed to Europe, Asia, and Australia on Tuesday, October 8.

• It is now possible to create custom validation rules for amount fields. AP Essentials offers many pre-defined validation rules that cover most needs. However, if you have specialized requirements that are not covered by the standard rules, you can create custom rules to ensure accuracy and correctness of your document data. By implementing custom validation rules, you can minimize errors, prevent data discrepancies, and streamline financial processes, ultimately enhancing the reliability of your financial reporting and reducing the risk of costly mistakes.

  This feature is available on a private preview basis. As it is still under development, changes in functionality may occur.

• Manual verification has been streamlined by optimizing extraction validation rules. The result is less manual verification and reduced verification time.

• The user experience in AP Essentials Office has been enhanced by adding more context-sensitive help links to dialogs throughout the application.

• AP Essentials Connect was updated to version 10.6.14.8045.

• The Oracle Financials Cloud integration has been enhanced to automatically classify line types as goods or services based on the quantity and price fields.

• The NetSuite integration is now certified for NetSuite version 2024.2.

• The Coupa AP integration is now certified for Coupa version R40.

Looking for older news? See the archives for release notes dating back to October 25, 2011.