New features
Overview of the latest features and enhancements for FileLinx and Interfere/DigiData/Invoice+
Updates and information
Twice a year we bring out a new release. It is recommended to switch to the latest version at least once a year. And while doing so, also thinking about the new features we have developed. This makes using the software a lot more pleasant.
Do you have suggestions for new features? Pass them on here.
Suggestions for new features?
FileLinx improvements
Speed and stability
We live in a time where the amounts of data in applications are skyrocketing. Retrieving this data naturally takes time that you as a user do not want to lose! To keep you from looking at a long loading animation, FileLinx fetches all records from lists and tiles incrementally. As you scroll through the list, FileLinx loads more results in the background without you noticing. Thus, FileLinx provides a flashy user experience and saves your precious time!
Progress is a continuous process and in that FileLinx is certainly moving forward! Under the hood, the application has been thoroughly overhauled to provide you with a stable and fast application.
Recognizability and user experience
Everyone has their own preferences when it comes to themes in applications. In FileLinx, you can use different user themes such as bright theme, dark theme and high contrast theme for better readability.
Hover your mouse over the screen to see the difference.
All relevant information, visible directly on your screen! In FileLinx, you can collapse the main menu and sidebar to make the most of your screen space. Of course, all functionalities of the main menu remain available when the menu is collapsed. This allows you to use FileLinx ideally even on smaller screens such as those of laptops.
Hover your mouse over the screen to see the difference.
In FileLinx, dashboards allow you to get instant insight into the things that are important to you. The dashboards are customizable by moving tiles around and adjusting the size of each tile. These dashboards now work even more intuitively and fluidly! Tiles can also be automatically ordered via a button at the bottom right of the dashboard for a compact layout or a line layout.
In FileLinx, new items previously always had to be created via the ‘New’ or ‘Add’ screen. It is now possible to create new items from a tile on your dashboard or tab filled with related items directly with one click on the + button in the top right corner of the tile or tab from the relevant definition.
In FileLinx, it is possible to edit items displayed in tabs directly in the tab without having to open the item via our inline-grid-edit! With this feature you can, for example, modify data of invoice lines directly from the invoice without having to open, modify, save and close each line separately, thus saving time!
We as FileLinx think efficient processes are very important. User-friendly software is essential for efficient use, which is why we continuously work to improve the usability of our applications. Below is a brief overview of some of these improvements.
- Changes to FileLinx can be saved via CTRL+S on the keyboard
- Actions such as download and delete can be performed on multiple files at once by selecting these files with CTRL+click.
- Shift+click allows you to check or uncheck all items between the last clicked item and the currently clicked item in a list in FileLinx at once.
- File names can be changed directly in FileLinx via the ‘Rename’ button.
- In FileLinx’s pdf viewer on mobile, you can now zoom in and out with two fingers.
New features
FileLinx already offers the ability to log in securely and simply with Multi-Factor Authentication from Azure Active Directory.
Thus, users no longer need separate passwords or Two-Factor registrations for FileLinx, and your own system administration can manage access to the software.
Azure Active Directory is not the only one offering these capabilities; there are many authentication providers.
The software has been modified accordingly so that other authentication providers can also be set up, an example being Okta.
Printing reports and statements has never been easier! From FileLinx, you can easily export data to Excel as desired. This of course includes using the advanced filters in FileLinx to refine the list to the desired result.
When there are huge lists of data on a screen, it can be difficult to see at a glance which records are important or need attention at short notice. That’s why we introduce the use of colors in FileLinx! Items can be given colors depending on the course of your process to indicate, for example, a status or approaching deadline. This way you can quickly understand the state of affairs and where your attention is required.
Never forget open tasks again and have direct insight into all open tasks per user or user group? Tasks can be easily created in FileLinx. These tasks can be assigned to users and scheduled with an optional deadline. Directly from the dashboard, you can go to the FileLinx branch screen for a comprehensive overview of open tasks.
When you think of security, you think of Two-Factor authentication. In addition to being able to log into FileLinx with Two-Factor authentication, it is now also possible to secure individual items and associated files in FileLinx with Two-Factor! This allows setting who has access to the item per item. This ensures the integrity of your sensitive data.
FileLinx improvements
Speed and stability
We live in a time where the amounts of data in applications are skyrocketing. Retrieving this data naturally takes time that you as a user do not want to lose! To keep you from looking at a long loading animation, FileLinx fetches all records from lists and tiles incrementally. As you scroll through the list, FileLinx loads more results in the background without you noticing. Thus, FileLinx provides a flashy user experience and saves your precious time!
Progress is a continuous process and in that FileLinx is certainly moving forward! Under the hood, the application has been thoroughly overhauled to provide you with a stable and fast application.
Recognizability and user experienceUnder the hood, the application has been thoroughly overhauled to provide you with a stable and fast application.
Everyone has their own preferences when it comes to themes in applications. In FileLinx, you can use different user themes such as bright theme, dark theme and high contrast theme for better readability.
All relevant information, visible directly on your screen! In FileLinx, you can collapse the main menu and sidebar to make the most of your screen space. Of course, all functionalities of the main menu remain available when the menu is collapsed. This allows you to use FileLinx ideally even on smaller screens such as those of laptops.
In FileLinx, dashboards allow you to get instant insight into the things that are important to you. The dashboards are customizable by moving tiles around and adjusting the size of each tile. These dashboards now work even more intuitively and fluidly! Tiles can also be automatically ordered via a button at the bottom right of the dashboard for a compact layout or a line layout.
In FileLinx, new items previously always had to be created via the ‘New’ or ‘Add’ screen. It is now possible to create new items from a tile on your dashboard or tab filled with related items directly with one click on the + button in the top right corner of the tile or tab from the relevant definition.
In FileLinx, it is possible to edit items displayed in tabs directly in the tab without having to open the item via our inline-grid-edit! With this feature you can, for example, modify data of invoice lines directly from the invoice without having to open, modify, save and close each line separately, thus saving time!
We as FileLinx think efficient processes are very important. User-friendly software is essential for efficient use, which is why we continuously work to improve the usability of our applications. Below is a brief overview of some of these improvements.
- Changes to FileLinx can be saved via CTRL+S on the keyboard
- Actions such as download and delete can be performed on multiple files at once by selecting these files with CTRL+click.
- Shift+click allows you to check or uncheck all items between the last clicked item and the currently clicked item in a list in FileLinx at once.
- File names can be changed directly in FileLinx via the ‘Rename’ button.
- In FileLinx’s pdf viewer on mobile, you can now zoom in and out with two fingers.
New features
Printing reports and statements has never been easier! From FileLinx, you can easily export data to Excel as desired. This of course includes using the advanced filters in FileLinx to refine the list to the desired result.
When there are huge lists of data on a screen, it can be difficult to see at a glance which records are important or need attention at short notice. That’s why we introduce the use of colors in FileLinx! Items can be given colors depending on the course of your process to indicate, for example, a status or approaching deadline. This way you can quickly understand the state of affairs and where your attention is required.
Never forget open tasks again and have direct insight into all open tasks per user or user group? Tasks can be easily created in FileLinx. These tasks can be assigned to users and scheduled with an optional deadline. Directly from the dashboard, you can go to the FileLinx branch screen for a comprehensive overview of open tasks.
When you think of security, you think of Two-Factor authentication. In addition to being able to log into FileLinx with Two-Factor authentication, it is now also possible to secure individual items and associated files in FileLinx with Two-Factor! This allows setting who has access to the item per item. This ensures the integrity of your sensitive data.
Interfere/DigiData/Invoice+ improvements
New and changed functionalities
Invoices are almost always provided by your creditors in the form of a PDF. Preferably also provided with the corresponding UBL file. However, there are also creditors who provide an invoice in the form of a Word or Excel file. These files can also be processed and recognized by DigiData.
As a manager of the finance department, you want to understand the flow of invoices. We have created a new option for this. At a glance you can see how many invoices have come in, are to be processed and have been processed. These numbers can be tailored to your need for information. In addition to insight into the invoice flow, you can get real-time insight into things like:
- How is the recognition of invoices?
- How many invoices were processed this month or year?
- Which creditors are well recognized and processed quickly and which ones need attention?
- How many invoices show error messages and show up in the dropout boxes?
We can work with you to create a plan to implement improvements in recognition (with templates, for example) or process improvements, to improve the efficiency and use of the software. In the management dashboard, these improvements can therefore be seen and monitored.
While processing invoices, it is often convenient for your finance department staff to process invoices from one creditor in sequence, or invoices with the oldest due date first. By applying a filter or sorting in the “Select a document” screen, invoices are processed in the order and within the set filter.
As in any complex system, error situations can arise in DigiData. To reduce reliance on our service desk, it is possible to automatically process error handling and route it to a specific stock folder in Interfere. This way there is no need to call the service desk asking where the invoice has gone, but you can see it directly in this inventory folder and you can also take action yourself to book the invoice anyway and avoid this problem with this creditor in the future.
DigiData recognition is at a high level and most invoices are recognized very well. However, there are complex forms of invoices where DigiData’s free-form recognition does not provide adequate recognition to easily and quickly enter the invoice into your financial system. For these more complex invoices, we have a solution in the form of recognition templates. With these templates, you can define fairly precisely where the various headings should be recognized on an invoice.
The recognition templates can be set up and customized by our consultants, but it is also possible to create the templates yourself from the processing application. When an invoice is recognized in this way, a notification is shown in the Interfere status bar that the invoice has been recognized based on a template. By using the management dashboard, you can monitor what the result of these templates is and what the outcome of this process improvement has been.
By merging the two separately recognized invoices from the same mail, the system remembers to keep the attachments from this creditor together. You do need to make it clear to the system which of the attachments is the invoice. You do this by simply selecting it in the dialog shown for this purpose.
From the “Find an invoice” screen, you can directly find the invoice based on various criteria. Even if it is in a folder other than the active stock folder or even if it is in another process.
Adjustments and bug fixes
Download the overview of all relevant RFCs and more information here.
Get started with these new features!
Would you also like to get started with these new features in our software? Then let us upgrade your FileLinx environment and configure the new features.
You will receive the update for free within the contract that is in place. It is good to know that a specific configuration and the new features need to be configured and tested. We do this with a project-based approach, as work can only be performed by consultants.
Plus Contract
For these types of changes and upgrades, we have the Plus Contract. By purchasing several hours in advance, we can more easily make these types of adjustments at reduced rates. As little as 10 hours, we can offer a significant discount on the hourly rate.
Our goal is to help you work even more efficiently with our software and develop exactly what customers need.
Interested in the Plus Contract? And/or do you have suggestions for new features? Fill out the form below and we will contact you.
Benefits
- Quick process to make adjustments in a controlled manner
- Client team who is knowledgeable about your area
- Support for cases that are specially curated
- Reduced rate
