We understand that it can be difficult to keep up with the latest software updates. That’s why we have taken the necessary steps to make the process of updating your Spindle Purchase Invoice Recognition easier and faster.

To make sure you are always up-to-date with the latest features and improvements, we’ve introduced self-updating capabilities to Spindle Purchase Invoice Recognition. This means that you can receive new Spindle Purchase Invoice Recognition updates automatically without the need to manually upgrade.

Once automatic updates are enabled, you can rest assured you’re always running the latest version.

For more information on enabling automatic updates, see this help article.

Spindle Approvals now allows you to seamlessly sign in with your Azure Active Directory (Azure AD) credentials. If your company already uses Azure AD, you can now use the same details that you use to log into your Windows or Mac to access Spindle Approvals.

This integration eliminates the need to remember multiple login credentials, making the sign-in process faster and more convenient.

With Spindle Approvals integration with Azure AD, accessing your account has never been easier or more secure. Try it out today and experience the convenience of simplified access to Spindle Approvals with the added security of Azure AD!

To learn more about this integration, see our help article. 

The Document Verification List displays all documents that are in ‘Verification Required’ status. You will see it appear after you have verified a document, making it quicker and easier for you to verify the "next" document without needing to return to the Document Portal.

Previously the Document Verification List (Job List) was only available to users that were on Spindle Document Management 10.3 and below. Following your feedback, we decided to re-introduce it for all our users!

For information on how to verify documents, please see this help article.

We are pleased to announce that Spindle Purchase Invoice Recognition now supports businesses that are partially VAT exempt. 

With the new functionality, you can configure your recoverable VAT percentage, as well as designate the relevant exemption VAT Codes. 

This will allow Spindle Purchase Invoice Recognition to recalculate the revised VAT Amount quickly and accurately when processing your Purchase Invoices.

We've made it easier to enter Project Analysis information in Web Verify by auto-populating data for you. 

On the Project Analysis tab, you will now see a new Insert & Autofill Row(s) button. We hope you find it useful!

For more information please visit this help article.

Based on customer feedback, we've now included the Project Analysis ‘Project Manager’ from Sage 200 in Spindle Approvals. 

This means that you can now send approval requests to the Project Manager or simply view who the Project Manager is when approving a Purchase Invoice.

Learn more about setting up approval rules by visiting this help article.

We have now updated the validation rule on Line Item Quantity in Web Verify, so that if multiple Purchase Invoice lines match to a single Purchase Order line (same ‘Pos’), the Quantity will only be flagged if the total exceeds the Expected Quantity .

We hope you find this improvement helpful!

We're pleased to announce that you can now configure document permissions by Company.

By assigning users to specific companies, you can be sure that the data will be kept isolated, meaning users will only see Purchase Invoices for the companies that they have access to.

For more information on how to configure document permissions by company, please visit this help article.

Great news! You can now set approval rules that compare line item data on a Purchase Invoice to the corresponding line item on the Purchase Order e.g. you can automatically send an invoice for approval if the line item quantity on the invoice exceeds the ordered quantity.

Additionally, when approving an invoice, you will have visibility of line item data from both the Purchase Invoice and the Purchase Order to help you identify discrepancies and aid your decision making.

This will help you ensure that all invoices are accurate and complete before approving them.

Learn more about setting up approval rules by visiting this help article.