R1.5.0.0 January 9, 2025 release notes

ONESOURCE E-Invoicing and Pagero Online: Introduction of single sign-on

We've been working to integrate Pagero and Thomson Reuters products following our acquisition in early 2024. Here's how we're improving your experience:
  1. Single sign-on (SSO): Seamless access to Pagero Online
    We've made it easier for you to access Pagero Online directly from the ONESOURCE E-Invoicing portal. No more re-entering usernames and passwords.
    How to use
    :
    1. Sign in to your ONESOURCE account.
    2. Go to to
      E-Invoicing
      .
    3. Find the new
      Pagero Online
      link in the navigation pane.
    4. Select the link to open Pagero Online in a new browser tab - you're automatically signed in.
  2. Enhanced Integration: ONESOURCE E-Invoicing and Pagero Online
    We've significantly improved how ONESOURCE E-Invoicing (OEI) and Pagero Online work together:
    • Unified experience: Access Pagero Online as a new product within ONESOURCE
    • Streamlined user management: ONESOURCE administrators can now manage Pagero users directly in ONESOURCE
    • Improved permissions: E-Invoicing permissions are now user-level for more precise control
    • Better data sync:
      • Company lists now update directly from Pagero
      • Pagero uses ONESOURCE tenant IDs for easier cross-platform identification
    For our implementation partners, we've simplified the onboarding and user creation process. Check out the ONESOURCE E-Invoicing Configuration 1.5.0.0 guide for details.

ONESOURCE E-Invoicing new API redesign

We've released a new version of our ONESOURCE E-Invoicing API integration. All customers can now access these new APIs, and we strongly encourage new customers to implement the redesigned APIs to benefit from:
  • Immediate country mandate support without additional development
  • Enhanced format flexibility, supporting various structured formats beyond JSON
  • Real-time, comprehensive mandate-specific responses in ONESOURCE E-Invoicing
Our implementation team will discuss this approach with all customers. We'll work with you to create a migration plan for moving existing implementations to the new API version.
note
We'll continue to support the legacy API implementation for 6 months after the 1.5.0.0 release. However, we won't be enhancing the legacy version.
This change doesn't affect customers using ONESOURCE E-Invoicing connectors.

ONESOURCE E-Invoicing user interface updates

  1. Document Grid Updates
    :
    • Modified Status column: Removed hyperlinks, added
      Show log
      option in the Actions column.
    • Added new Clearance Status and Business Status columns.
    • Removed Distribution column.
    • Removed the download option from the Action column.
    • Added data availability message for the last 90 days
      .
  2. Enhanced DocumentGrid> preview
    :
    • Target Documents now available for preview.
    • Documents segregated into Invoice, Clearance, and Business Response categories.
    • Each category includes Source, Target, and Presentation sub-documents.
    • Added a
      Download
      button next to
      Open
      for each document.
    • Standardized file naming for consistency.
  3. Error Page Improvements
    :
    • Added Sub Document column for better error identification.
    • Added 90-day data retention warning on Error screen.
  4. Enhanced Accounts Payable (AP) Invoice Retrieval
    :
    • Introduced a new pull mechanism for AP invoices.
    • Users can now actively retrieve AP invoices from the system.
    • This is addition to the previous push-only method, where OEI would send invoices to users.
    • Provides greater control and flexibility in managing AP invoice data.
  5. Enhanced Transaction Count Report
    :
    • Streamlined metrics to Total, Sent, and Received Transactions.
    • Displaying real transaction data for the past 90 days.

ONESOURCE interface localization

We've added Spanish language support to the ONESOURCE E-Invoicing (OEI) application. You can now access the Spanish version by using the language selector dropdown on the ONESOURCE sign in page.
This Spanish localization marks the 1st step in our phased roll-out of country mandate languages and other priority languages. We're actively working to bring you more language options in the future.