What's new

New features are deployed to the US, Asia, and Australia on Monday, January 19; and to Europe on Tuesday, January 20.

• Supplier and customer identification has been improved for suppliers and customers with closely related names and similar details. Previously, identification could be inconsistent when records shared similar names or other key attributes, as is common with hotel chains and large service groups. The system now requires consistent matches across multiple checks before making a selection, reducing errors and the need for manual corrections.

• Oracle Financials Cloud integration

  The integration now supports exporting original emails to Oracle Financials Cloud. This feature lets you retain the full email context alongside invoice data, which improves traceability and auditability. The new setting, Export original email, is available in the target system settings.

  The integration now supports data templates for global payables descriptive flexfields in Oracle. Specify the data template in the new Global descriptive flexfield template setting.

  The integration now includes updated PO master data mappings for the CreatedBy, VatAmount, DeliveryDate1, and DeliveryDate2 fields.

  A new buyer-specific setting lets you disable Oracle's Pay alone setting for credit memos only, overriding the supplier setting. Standard invoices continue to inherit the pay alone value from the supplier.

New features are deployed to the US, Asia, and Australia on Monday, December 15; and to Europe on Tuesday, December 16.

• Several extraction-configuration API methods, such as GetBuyerExtractionConfiguration, GetCustomerExtractionConfiguration, GetAccountExtractionConfiguration, and more, now include a ConfigurationLevel property. Its value, 1 (partner), 2 (customer), or 4 (buyer), shows whether the configuration is defined at the organization itself or inherited from a parent organization.

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

• Oracle Financials Cloud integration

  The integration now supports exporting original input documents to Oracle Financials Cloud. The new setting, Export original document, is available in the target system settings. You can also optionally choose to compress original documents in a ZIP file before they are sent to Oracle Financials Cloud.

  Supplier master data field mappings now include updated mappings for the Description, PaymentTerm, and RequirePoForInvoices fields.

• Coupa AP integration

  Improved the invoice posting process by removing the retry policy for POST requests. Users now decide whether to repost an invoice in case of errors, preventing duplicate invoices when responses are delayed.

  Improved error handling for master data imports that exceed the supported size limits.

New features are deployed to the US, Asia, and Australia on Wednesday, November 19; and to Europe on Monday, November 24.

• The maximum file size for documents uploaded through Office, Connect, or the API has been increased from 50 MB to 100 MB.

• You can now use the Use default value setting and the Use master data to improve extraction setting when buyer or seller classification is enabled, or when extraction settings are configured on the buyer or seller. Previously, these conditions prevented the use of default field values, limiting configuration flexibility.

• AP Essentials Connect has been updated to version 2025.3.3.8144.

• Analytics reports now load faster with improved overall performance.

• The SFTP target system now supports SSH key authentication, allowing you to securely connect using a private key.

• Store accounts that are not renewed within 90 days are now automatically deleted. To ensure a smooth renewal process, customers receive reminder emails at regular intervals before account deletion.

• The Copilot dialog has been updated to comply with European Union AI Act regulations.

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

• VAT rates have been updated for Portugal, Malaysia, Thailand, and Romania. Up-to-date VAT rates increase interpretation rates and improve internal validation rules.

• Coupa AP integration

  Master data synchronization has been optimized to load larger data sets.

  The integration is now certified for Coupa version R43.

• Dynamics 365 for Finance and Operations integration

  The integration now supports exporting original input documents to Dynamics 365, which improves auditability. The new setting, Export original document, is available in the target system settings. You can also optionally choose to compress original documents in a ZIP file before they are sent to Dynamics 365.

  You can now create custom date fields for use with the integration. Previously, this was not possible because AP Essentials exported custom date fields in an incompatible format.

New features are deployed to the US, Asia, and Australia on Tuesday, September 23; and to Europe on Wednesday, September 24.

• The Advanced extraction engine now offers an option to use a pre-trained document library to improve first-time extraction. This helps interpret documents from new suppliers more accurately, reducing manual corrections and speeding up automation.

  This feature is available in private preview. It is still under development, but interested customers can try the initial version by requesting that the preview feature be enabled.

• ESXML field mappings have been updated with many new fields and improved logic.

• When processing XML invoices in the Cross Industry Invoice (CII) standard (ZUGFeRD, Factur-X, XRechnung), AP Essentials now supports two additional field mappings: InvoicePrepaidAmount and LIT_BuyerArticleNumber.

New features are deployed to the US, Asia, and Australia on Tuesday, August 26; and to Europe on Wednesday, August 27.

• In Admin Center, pagination has been added to the Workflows and Triggers views, making it easier to browse and manage long lists.

• Data Import for Microsoft Excel now supports the latest master data fields: LockOnlineLearning, BypassVerification, RequirePoForInvoices, and RequirePoForCreditNotes.

• VAT rates have been updated Estonia, Israel, and Vietnam. Up-to-date VAT rates increase interpretation rates and improve internal validation rules.

• Coupa AP integration

  Master data synchronization now filters out duplicate records.

  The integration is now certified for Coupa version R42.

• Dynamics 365 for Finance and Operations integration

  You can now fine-tune which procurement categories are imported from Dynamics 365 by specifying a category hierarchy, a parent category, or by filtering categories based on whether they have sub-categories or codes. These new settings give you greater control over procurement data and help reduce unnecessary entries.

  The integration now supports the import of supplier bank account master data.

• The NetSuite integration is now certified for NetSuite version 2025. 2.

New features are deployed to the US, Asia, and Australia on Monday, May 19; and to Europe on Tuesday, May 20.

• The advanced interpretation engine is now generally available for all customers. The advanced engine is enabled by default on all new partner accounts. Existing partner accounts are unaffected.

• The Malaysian document type now interprets QR codes and extracts relevant information to document fields.

• You can now use the line-item row count in custom validation rules. A new system field, LineItem.RowCount, lets you reference the number of line items in your validation expressions. This is useful, for example, for skipping validations when no line items are present.

• The Extraction service now supports XML document subtypes. Previously, only a generic XML document type was available. Now all three subtypes (Purchase order invoice, Expense invoice, Credit note) are available for XML documents. This enhancement allows automatic document classification of XML documents and enables a more refined application of validation rules for XML documents, offering greater flexibility and precision in XML processing.

• AP Essentials Connect has been updated to version 2025.1.5.8102.

• VAT rates have been updated for South African document types. Up-to-date VAT rates increase interpretation rates and improve internal validation rules.

• Dynamics 365 for Finance and Operations integration

  The integration now supports exporting original emails to Dynamics 365. This feature lets you retain the full email context alongside invoice data, which improves traceability and auditability. The new setting, Export original email, is available in the target system settings.

  You can now determine which Dynamics 365 field populates the item master data in AP Essentials. Previously, item master data was synchronized with product numbers. Now, you can use the Item number mapping source setting to choose between the Item number or Product number field when mapping item master data.

  The integration is now certified for Microsoft Dynamics 365 for Finance and Operations version 10.0.43.

• Coupa AP integration

  The integration has a new setting, Simplified Coupa XML without lines, that omits invoice lines and tax lines from Coupa XML while replacing lines and header tax lines with empty collections. This feature can be helpful if you use custom XSLT transformations to generate line items and header tax lines dynamically based on header data and other sources.

  The behavior of the Use supplier sites setting has improved. Now, if Coupa provides a supplier site address, it is used instead of always importing the main supplier address.

New features are deployed to the US, Asia, and Australia on Monday, April 14. New features are deployed to Europe on Tuesday, April 15.

• Several improvements have been made to the advanced extraction engine, including interpretation improvements for languages—such as Chinese and Japanese—that do not use spaces between words. These updates improve accuracy when extracting data from documents in these languages.

• The NetSuite integration now supports posting non-PO invoice lines as item lines when an item code is specified during verification. This feature allows better control over how non-PO invoices are handled in NetSuite while maintaining backward compatibility.

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