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Release notes

R1.6.0.0 March 21, 2025 release notes

ONESOURCE E-Invoicing - Unified Document View

The
Unified Document View
 feature is a major enhancement in this release, designed to streamline document management within the
ONESOURCE E-Invoicing
 (OEI) system. It centralizes transaction data, offering a comprehensive view of all documents processed through various methods.
Feature overview:
 With the
Unified Document View
, customers can automatically import transactions into the OEI system that were processed directly through Pagero. This integration supports multiple methods, including
SFTP
,
Pagero API
, and
Pagero's manual invoice creation
, creating an efficient document management experience.
Key benefits
  • Centralized Data Management:
     All transaction data is centralized, simplifying access and management of documents within the ONESOURCE E-Invoicing (OEI) platform.
  • Comprehensive Integration:
     It supports various methods of invoice processing, ensuring that documents created via SFTP, Pagero's API, or manually through Pagero are efficiently integrated back into OEI.
  • Accessibility:
     Users can access these documents through OEI Get APIs, offering flexibility and ease of use.
  • Applicability:
     This feature applies to both Accounts Receivable (AR) and Accounts Payable (AP) processes, ensuring broad usability across financial operations.
How it works:
  • Automatic Pulling of Transactions:
     Transactions processed directly through Pagero are automatically imported into the OEI system, regardless of the creation method used.
  • Unified Access:
     Users can retrieve and manage these documents through OEI Get APIs, providing a unified view and simplifying document handling.
  • Document Grid Identification:
     In the ONESOURCE E-Invoicing (OEI) document grid, users can view integration details by checking the
    System Name
     and
    System Type
    . The system name displays
    Pagero
    , and the system type shows
    SFTP
    , regardless of whether invoices are created via API, manual creation, or SFTP. Future releases will support displaying other system types, such as Pagero's API and manual invoice creation, in addition to SFTP.
The Unified Document View feature improves document management by centralizing transaction data and streamlining access across various processing methods. This integration supports a more efficient workflow, enabling users to manage all financial documents within the ONESOURCE E-Invoicing system. We are dedicated to delivering features that enhance operational efficiency and user satisfaction.

Tax Data Reporting (TDR)

The Tax Data Reporting (TDR) feature in ONESOURCE E-Invoicing is designed to enhance compliance with tax regulations in Singapore. This automated process ensures detailed tax data submission to relevant authorities, improving clarity and compliance in tax reporting. By automating these processes, businesses can focus on their core operations with confidence in their regulatory adherence.
Tax Data Reporting complements the standard e-invoicing clearance process for Singapore. It is designed to provide local tax authorities with detailed tax data, ensuring that all tax-related obligations are met efficiently and effectively.
The primary goal of TDR is to enhance compliance and clarity in tax reporting, providing businesses with peace of mind. It automates the submission of necessary tax data, thus reducing manual errors and ensuring timely reporting.
How it works:
Flow 1: Automated Invoice and TDR Submission
  • Process:
     Users can submit a document of the
    Invoice
     type using the POST document API.
  • Functionality:
     After submission, ONESOURCE E-Invoicing processes the transaction for e-invoicing clearance and the Tax Data Reporting flow.
  • Expected Responses:
     Customers receive 2 responses:
    1. Application Response (including clearance and business responses if necessary).
    2. Tax Data Reporting Response Status (Accepted or Rejected), with relevant messages.
Flow 2: Direct TDR Submission
  • Process:
     Customers send a document of the
    TaxDataReport
     type.
  • Functionality:
     This submission triggers only the Tax Data Reporting process, bypassing the standard clearance process.
  • Expected Response:
     Only the Reporting Status Response (Accepted or Rejected) is provided.
Current status and future developments:
  • The current implementation supports reporting statuses
    Done
     and
    Error
    , while
    Accepted
     and
    Rejected
     are under testing.
  • This release supports the TDR feature exclusively through APIs. In the 1.7.0.0 release, we'll extend support to the UI as well.
  • Comprehensive testing for both flows is planned for completion in the 1.7.0.0 release, addressing the current testing limitations.
The TDR feature for Singapore marks a significant advancement in ensuring regulatory compliance and operational efficiency. By automating tax data submissions, ONESOURCE E-Invoicing offers businesses a robust solution for managing their tax reporting needs. We are dedicated to refining and testing these functionalities to ensure they meet the standards of performance and reliability.

Real time data on Document grid

The Real-Time Data Enhancement on the Document Grid is a key improvement designed to provide immediate access to transaction details directly on the UI Document page. This feature ensures users have the most current information readily available, enabling more informed and timely decision-making.
Performance Improvements
  • Optimized Load Times:
     Significant optimization efforts have reduced the document detail display time from over 2 minutes to 20 seconds or less. This enhancement drastically minimizes waiting times, enabling users to focus on their tasks more efficiently.
  • Increased Responsiveness:
     The platform now responds more swiftly to user actions, enhancing overall experience and satisfaction.
Benefits to Users
  • Immediate Access:
     Users can quickly access transaction details, facilitating faster and more accurate decision-making.
  • Enhanced Efficiency:
     The reduced lag time lets users spend less time waiting for data to load and more time acting on crucial information.
This real time data feature represents a significant advancement in our commitment to providing a platform that meets user needs for speed and efficiency. By enhancing performance, we ensure that ONESOURCE E-Invoicing remains a robust and reliable tool for effectively managing financial documents.

Order document type support

In this release, ONESOURCE E-Invoicing expands its capabilities to support 'Order' as a document type, alongside existing types like 'Invoice' and 'Italian Invoice Report.' This enhancement enables users to submit and efficiently track orders, streamlining the management of both Accounts Receivable (AR) and Accounts Payable (AP) aspects related to the order document type.
Feature Overview
Order Submission:
 Users can now submit documents with the
Order
 document type, enabling the electronic transmission of purchase orders from buyers to suppliers through ONESOURCE E-Invoicing.
Future Developments
UI Enhancement:
 The user interface for managing the
Order
 document type will be available in version 1.7, further enhancing user interaction and accessibility.
The addition of the
Order
 document type in ONESOURCE E-Invoicing marks a significant advancement in document management capabilities. By automating and centralizing the order process, users can achieve greater efficiency and compliance, ensuring secure and streamlined transactions.

ONESOURCE interface localization

The ONESOURCE E-Invoicing (OEI) application is now available in Polish and French, in addition to Spanish and German from earlier versions. Users can select their preferred language using the language selector on the
ONESOURCE My Account
 settings page.

ONESOURCE E-Invoicing User Interface updates

Manage Company Assignments from the ONESOURCE E-Invoicing application
ONESOURCE E-Invoicing introduces a new feature that simplifies the management of company assignments. This enhancement lets users handle company access directly within ONESOURCE, eliminating the need to search the Pagero Online for company assignments. This integration streamlines workflows by centralizing organizational management.
Feature overview
Centralized Company Management:
 Users can oversee company access permissions directly within ONESOURCE E-Invoicing, ensuring the integration of company permissions with Pagero systems. This centralized approach enhances the efficient management of organizational entities.
User benefits
Automated Assignments:
 The feature automates company assignments, letting users manage product permissions and a list of companies or entities from Pagero on a single platform, enhancing efficiency and ease of use.
Product Permission Page
Structured View:
 The Product Permission page now offers a structured view, including:
Company Assignment
  • Permission Categories:
     The Company Assignment feature introduces 2 permission categories:
    1. Read:
       Users can view Legal Entities but can't make changes.
    2. Edit:
       Users can view and perform actions such as retrying processes.
    3. Full Access:
       Selecting the
      Full Access
       checkbox grants complete access, letting users perform all actions across entities.
This feature enables efficient and secure management of company assignments, ensuring the proper access levels for users. By streamlining these processes within ONESOURCE, this enhancement aims to improve operational efficiency and reduce complexity. For further details or inquiries, users are encouraged to contact support.
Revamped Show Log Drawer
The latest update to ONESOURCE E-Invoicing introduces an enhanced Show Log Drawer interface on the documents page. This improvement provides users with a more organized and comprehensive view of document-related information
Feature overview
Revamped Interface:
 When accessing the
Show Log Drawer
 in the
Action
 column, users will find a redesigned interface that provides a clearer and more detailed presentation of document information.
Key benefits
  • Document Status and Logs:
     The new layout prominently displays the document status, followed by a detailed log of activities.
  • Application Responses:
     Users can now view application responses with greater clarity, facilitating better understanding and tracking.
  • Segregated Status Histories:
     The interface neatly categorizes statuses into Clearance, Business, and External Documents history, providing a structured view that enhances navigation and information retrieval.
This revamped Show Log Drawer interface enhances the user experience by providing a more intuitive and informative view of document-related activities. By effectively organizing key information, the update supports users in making informed decisions with ease.
Modify Activity log in sync with SFTP
This release enhances the activity log system to accurately reflect the retrieval of transactions from Pagero via SFTP. Key changes include updates to System Name and System Type, adjustments to document status, and the removal of the OEI layer from document activity logs.
Updated representation and filter options for self-billed invoices
The system will now display a
Self-Billed
 mark in the UI specifically in the Show log drawer when the invoice is self-billed. This mark should indicate whether the invoice is self-billed with a
Yes
 or
No
 designation. Supported as a filter called
Self- Billed
, under document grid filters.
Show external status directly in the Document Grid UI
In this update, the
External API
 status is now visible in the
Document
 grid, particularly for use cases such as AP invoices being pulled by an ERP system. The Error page now displays this status, and filters have been enhanced to show a selection of
Success
,
Failure
, and
Export
 statuses, improving the tracking and management of API interactions.
Label update
Updated the name from
Pagero Online
 to
Pagero Network
 to reflect our platform's capabilities. This new name emphasizes how our network connects and integrates various systems and organizations, facilitating easier communication and collaboration. By naming it
Pagero Network
, we aim to highlight its role in creating a simplified digital environment for enhanced business operations.
Support for resubmitting AR errors via the Errors module
We updated the system to improve the handling of Accounts Receivable (AR) errors. Users can now resubmit AR errors from the past 90 days directly through a dedicated error page. We've also added new filters, including a
Direction
 column and filter to help locate specific errors. Only connectivity errors between ONESOURCE E-Invoicing and Pagero during document submission can be retried, supported by API. AR file part and data validation errors are now grayed out and can't be retried. Additionally, clearance rejection errors for Malaysia are excluded from the error module grid.
ERP Setup Enhancement – Add Form Updates
The ERP Setup's Add Form for Other External Systems now includes a new field fetch mechanism. We also added a
Fetch Mechanism
 column to the integration form, offering
AP-Push
 and
AP-Pull
 options to enhance usability and clarity. This fetch mechanism aligns with new API features, providing both pull and push options for AP invoices. Customers can select
AP-Pull
 if they prefer to fetch invoices as needed, rather than having OEI push them.

This article applies to:

  • Product: ONESOURCE E-Invoicing