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Mayo de 2023 - Todas las novedades
Mayo de 2023 - Todas las novedades

Descubra todas las novedades de Agicap en Mayo

Mathieu Bracquemond avatar
Escrito por Mathieu Bracquemond
Actualizado hace más de un año

  • Debt Management linked to cashflow plan: Automatically update your cashflow plan with your debt information and build custom analysis on your outstanding capital per bank. Request a demo.

  • Mobile improvements: easily access your cash balance per entity and bank account and get notified when one of your bank is disconnected. Discover the mobile app.

Supplier Invoice Management:

  • Editing verification workflows: You are now able to edit existing workflows without having to completely delete them. Caution: When changing a workflow only new invoices which are newly inserted into the respective process are affected by this. Read more about it.

  • Credit notes management: You are now able to manage all your invoices on an independent tab called "Credit notes". There you can have an overview of your your credit notes and if they have been used or not. Read more about it.

Payments:

  • Restart users from an EBICS contract: You are now able to re-initiate the users directly from Agicap. This helps you when wrong certificates were imported (FR), certificates have been lost (DE) or certificates were revoked by the bank (FR, DE).

  • Security improvements on EBICS payments: We enhanced up our security standards within the functionality of paying your suppliers. Now, when setting up a new EBICS contract, you will be able to download the payment certificate and store this locally (computer/USB stick etc.). Every time a payment is triggered the user will need to upload this payment certificate. Read more about it.

Spend Management:

  • Recurring notifications to upload receipts: You are now able to turn on / off receipt upload reminders to your employees. If turned on, you can define the frequency with which these reminders are being sent out to your employees. Read more about it.

Late Payment Collection:

  • Physical letters: New follow-up channel! On top of reminders emails and calls, you can now send physical letters from Agicap via our partner MySendingBox. Ask the chat for a presentation.

Client and invoices management:

  • Bulk Link PDF : Save time by automatically assigning PDF documents to invoices based on the doc name and the invoice number.

  • Assign Account Managers: You can now assign account managers to your client accounts. Therefore if you invite them to the platform, they will only be able to access information related to their own portfolio. Read article.

  • Automatic export/import from ERP: Do you currently manually export Excel invoices statuses from your ERP to import it into CashCollect in order to update information? If you can schedule an automatic export from your ERP it means we can fully automate the process to save you time and increase data reliability. Ask the chat to discuss it.

Agicap team

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