Good news! You can now recognise and process Credit Notes, helping you automate even more of your accounts payable workflow. This new capability reduces manual data entry, streamlines the processing of supplier credit notes, and gives you greater control over your financial document processing.

This update introduces support for processing Credit Notes that do not require Purchase Return matching. Support for recognising and matching Purchase Returns is coming very soon, and our team is actively working on bringing this feature to you. 

To be the first to hear when it's available, along with other product updates, enhancements, and new features, subscribe to our announcements service here.

For more information on how to process Credit Notes, please visit our help guide.

Please note, to take full advantage of this feature, ensure you are using Spindle Document Management version 11.0 or later.

We’re excited to announce that you can now customise the frequency of data synchronisations with your accounting system!

By adjusting the synchronisation intervals, you can tailor the sync schedule to suit your business needs, ensuring your accounting data stays up to date for more accurate matching and processing of your purchase invoices.

For more information on configuring the data synchronisation intervals, see this help article.

We’re excited to announce support for line item matching when the Units of Measure on a Purchase Order and Purchase Invoice lines differ.

This means that if a Quantity stated on the Purchase Invoice is different from the Purchase Order due to different Units of Measure, Spindle Purchase Invoice Recognition will be able to recognise and match these line items by checking the conversion ratios held against the associated stock items in Sage 200.

This update is designed to make the purchase invoice recognition process more efficient by introducing further automation to reconcile these lines.

For information on how to enable this new option, see this help guide.

We’re delighted to announce a new feature that will make Purchase Order matching even easier and faster for certain supplier invoices: the ability to automatically load line items from Purchase Orders in Web Verify.

For Invoices with Purchase Orders, the Purchase Invoice must be matched against Purchase Order line items. However, there are occasions where some line items on supplier Purchase Invoices cannot be recognised and/or matched against the associated Purchase Order lines. For example, if the Purchase Invoice has a single line with a single total, but the Purchase Order is itemised and broken down into individual lines.

To help speed up the process of matching against Purchase Order line items, we have introduced the ability to automatically load line items in Web Verify. This setting can be applied per Supplier Account and will save you time when it comes to verifying and matching invoices.

For more information on Line Item recognition, please visit this help article.

For information on how to configure this new option to automatically load Purchase Order line items, see this help guide.

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. 

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'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.

We are excited to announce a new feature - the ability to export a recognition report!

Now you can export your Purchase Invoice recognition data into Excel (xlsx file) for easy analysis and reporting.

This is a great way to keep track of the Purchase Invoices that you are processing through Spindle Purchase Invoice Recognition. You can check their current status, the data that has been recognised and identify those invoices that have failed to post e.g. those missing Goods Received Notes. 

Learn more about using this new feature by visiting the help center.