Get ready for Tradeshift’s Spring 2024 Release!
Do you want to know what goes live on March 18th? Check out the release notes!
Big ticket items
Click and select data from PDF - Amount & Date component
When selecting dates or amounts from a PDF to be copied into the invoice form, ScanIO automatically converts the data to match the required format of TS UBL.
You save time by not having to fill in the information manually and get increased accuracy by avoiding formatting issues.
Tradeshift App: ScanIO
Audience: Buyers, Enterprise Customers
End Users: All users through ScanIO
Availability: Available by default, no configuration required
Review configuration changes
The new Configuration changes report allows you to review configuration changes done in your company account for the following areas:
Workflow Version: Changes related to the latest version of workflow being used
Account Properties: Changes in Company Account properties
User Properties: Changes related to users approval and spend limits
Company Configuration: Changes to any of the company configurations (master or branch-level) stored by the Organizational Structure service
App Settings: Changes to the configurations of individual apps within the platform
Tradeshift App: Insight Center
Audience: Enterprise Customers
End Users: Auditors
Availability: Available starting with March 18th, no configuration required
Supplier onboarding - improved supplier matching logic
Supplier onboarding matching logic has been enhanced to support a higher matching rate when using identifiers:
Higher matching rate for identifiers
Support for multiple variations of identifiers
Tradeshift App: Supplier Matching
Audience: Buyers, Enterprise customers
Availability: Available by default, no configuration required.
Supplier onboarding - Business Firewall (BFR) 2.0 support for merged accounts
Business Firewall 2.0 branch support
Enables BFR 2.0 checks to operate on documents in supplier branches
Documents in merged supplier accounts will successfully validate in customer’s BFR 2.0
Removes the need for “Silent order changes” when merging supplier accounts
Tradeshift App: Business Firewall Configurator
Audience: Buyers, Enterprise customers
Availability: Available starting end of March, no configuration required.
For power users and admins
Coding Editor Table GUI Configuration
The coding GUI configurator can now support:
A page message to guide you in configuring the scenarios and themes requiring coding and how coding needs to be done
A GUI configuration option to enable/disable coding editor table functionality
Tradeshift App: Coding configurator
Audience: Buyers, Enterprise Customers
End Users: AP User Roles
Availability: Available by default, no configuration required
Improved Invoice tax handling via the OneSource connector
With the improved validations on incoming Invoices as a buyer or marketplace operator, you can:
Take advantage of a new relative tolerance calculation formula when defining Tolerance Percentage under Company Taxes Configuration in the Tradeshift Configurator - tax validation flow
Take advantage of a more comprehensive tax rate code handling with improved defaulting mechanisms under the hood - tax determination flow
Trust a more robust error handling process, better AllowanceChargeID and LineID handling, more meaningful tolerance definitions - both flows
Tradeshift App: Tax Service
Audience: Buyers, Enterprise customers
End Users: AP users, MoR Marketplace operators users
Availability: Available through Tax Service integration
Multi-site now supports ‘ship from’ updates
This new enhancement for the Multi-site sellers feature will allow for:
Sending a document with ShipFrom A -> create a task to add a rule
Sending a document without ShipFrom address -> create a task to add a rule for the AccountingSupplierPartyAddress as fallback
Sending a document with ShipFrom B -> system checks that there is no rule in place and creates a task to add a new rule
Sending a document without ShipFrom address -> system finds the rule from step 2 and no new task is created
Tradeshift App: Document enrichment
Audience: Buyers, Enterprise Customers
End Users: All users
Availability: Available by default for customers using Multi-site
Extended Document Access control for AR and AP Teams
With the improved Document Access App you can:
Setup teams to get access to sent or received documents per document type
Enable access to Invoice, Credit Note, Remittance Advice, Quotation and Purchase Order documents
Take advantage of the Person Reference based access on the above mentioned document types
Tradeshift App: Document Access
Audience: Sellers. Buyers, Enterprise customers
End Users: Users with Document Access
Availability: Available by default, no configuration required.
Making your day better
Stay informed about company Announcements and Tasks to do
The new Dashboard app widget allows you to:
See how many tasks you need to complete
Learn if you have company announcements
Announcements can be created by company admins via the Messages app
Save time – find the widget right on the Dashboard app immediately after logging in
Tradeshift App: Dashboard
Audience: Sellers, Buyers, Enterprise Customers
End Users: All users
Availability: Available by default, no configuration required
User friendly Party Location Data Label View on Invoice 2.0
Invoice 2.0 now supports:
Clear view on Remit To Party Location data labels
Clear view on Ship From Party Location data labels
Clear view on Tax Representative Party Location data labels
Improved data label names and ordering among different party locations for a consistent look
Tradeshift App: Create / ViewInvoice 2.0
Audience: Seller, Buyers, Enterprise Customers
End Users: All users
Availability: Available by default, no configuration required
Add / update delivery address when documents are in ScanIO
When reviewing a document in ScanIO, you have the ability to add or modify the delivery address(es) at the header and/or line level. You can now select a predefined delivery address associated with a Legal Entity or manually enter a delivery address.
Tradeshift App: ScanIO
Audience:Buyers, Enterprise Customers
End Users: All users through ScanIO
Availability: Available by default, no configuration required
Create and save views on data grids for frequent searches
The new views allow you to:
Define and save a search criteria on any data grid and reuse it across one or multiple environments.
Update saved views as needed
Tradeshift App: Babelway
Audience: Seller, Buyers, Enterprise Customers
End Users: All users
Availability: Available by default, no configuration required
Support for message format UN/CEFACT
In the Babelway message definitions you can now select UN/CEFACT (xml based) message type and get automatic handling of scheme validations.
Tradeshift App: Babelway
Audience: Seller, Buyers, Enterprise Customers
End Users: All users
Availability: Available by default, no configuration required
Display environment information on Connector Definition overview
When looking at the connector definition related instances, it is now possible to see the environment the connector was installed in for easier navigation.
Tradeshift App: Babelway
Audience: Seller, Buyers, Enterprise Customers
End Users: All users
Availability: Available by default, no configuration required.
Other notable Babelway improvements
This new feature allows users to:
HttpExpression Pattern on Metadata: extracts a list of metadata with a regex pattern
New Babelway function: in the Easy Function editor there is now a new function that will return a date that is n days before the end of the month (helps mappings for Sellers at times that have these xx days from end of month Payment Terms)
Support for two-way SSL SoapOut cert authentication: needed for EU e-delivery OOTS (inter-country citizen document library)
Tradeshift App: Babelway
Audience: Seller, Buyers, Enterprise Customers
End Users: All users
Availability: Available by default, no configuration required.
Global Compliance, within reach
Multiple country compliance related improvements in the platform
With the improved country compliance, companies now can:
Create accounts with valid address and identifiers in:
South Korea, Cameroon, Ivory Coast, Equatorial Guinea, Republic of Congo
Use updated list of default taxes in:
Côte d’Ivoire, South Korea, Cameroon, Thailand, Equatorial Guinea, Democratic Republic Of Congo, Republic Of Congo, Chad, Eswatini, Benin, Angola, Turkiye and Malaysia
Create valid, Nemhandel compliant OIOUBL documents from the TS UI
See country specific payment means documentation in the TSUBL specs
Create accounts with valid address and identifiers in:
Chad, Ghana, Democratic Republic Of Congo, Eswatini, Benin, Angola and Taiwan
Use updated list of default taxes in:
Switzerland, Estonia, Singapore and Bahrain
Relaxed address validations for the United States and Canada. Street is no longer required
Flipping support for Ship From address for all MoR Marketplace related document types
Audience: Sellers. Buyers, Enterprise customers
End Users: All users
Availability: Available by default, no configuration required.
Allow for BPay payment method in ScanIO for Australia and New Zealand
This new payment method allows you to:
Enter the BPay payment method if the sender is in Australia or New Zealand
Enter the Bpay reference number
Enter the Bpay Biller Code
Tradeshift App: ScanIO
Audience:Buyers, Enterprise Customers
End Users: All users through ScanIO
Availability: Available by default, no configuration required
Add QR reference on your invoice
This new QR code field allows you to:
Select “Payment Reference” from the options fields drop down
Manually enter the QR code reference
This field is not mandatory and not specific to any country.
Tradeshift App: Create invoice app
Audience: Sellers, Buyers, Enterprise Customers
End Users: All users
Availability: Available by default, no configuration required
Pay China Product
Identity verification: Invoice drawer’s face recognition
Sellers’ invoice drawers can now:
View the monthly total issuable amount threshold and remaining issuable amount on the fapiao issue confirm page
Verify their invoice drawer identity by using their mobile tax bureau APP to scan the QRCode for identity face recognition
Once the invoice drawer has verified their identity, the digitized e-invoice would be issuable.
Tradeshift App: Pay China Product
Audience: Sellers
End Users: Seller side invoice drawer
Availability: Available by default, no configuration required. Requires Kingxunlian license.
Outbound Digitized e-invoice issue
With fapiao issue APP, sellers can now:
Issue compliant outbound digitized special e-invoice
Issue compliant outbound digitized general e-invoice
Preconditions:
Connect to ETB system
Invoice drawer’s identity verification passed
There is remaining issuable invoice amount
Tradeshift App: Pay China Product
Audience: Sellers
End Users: Seller side invoice drawer
Availability: Available by default, no configuration required. Requires Kingxunlian license.
Credit Note Issue for Digitized e-invoice
Within Fapiao issue APP, the sellers now can:
Fully credit the original digitized e-invoice for any invoice error or good/service return when the outbound digitized e-invoice is not authenticated by the buyer for their inbound invoice tax deduction
Create credit note confirmation form to fully credit the positive amount original invoice
Credit note for digitized e-invoice would be auto issued when the confirmation form is confirmed
Applicable for:
Credit note for digitized special e-invoice
Credit note for digitized general e-invoice
Tradeshift App: Pay China Product
Audience: Sellers
End Users: Seller side invoice drawer
Availability: Available by default, no configuration required. Requires Kingxunlian license.
Quality of life improvements - digitized e-invoice issue
Within Fapiao issue APP, sellers now can:
Download digitized e-invoice file (pdf, xml, ofd)
The digitized e-invoice flipped from GR/PO would be auto inputted into fapiao scan AR for the automation process.
Xml file would be auto attached as the digitized e-invoice ubl document attachment
Both buyers and sellers can now input the digitized e-invoice for its validation by uploading xml format file of digitized e-invoice
Tradeshift App: Pay China Product
Audience: Sellers, Buyers
End Users: All users
Availability: Available by default, no configuration required. Requires Kingxunlian license.
Buyer-driven AR invoice data auto-capture for connected sellers
Within the configurator APP, you can now:
Apply your data auto-capture rule for fapiao note field from your master branch to all child branches
Apply your data auto-capture rule for fapiao note field from your master branch to all child branches connected with seller side AR invoice processing, reducing your sellers manual intervention for AR invoice enrichment
Tradeshift App: Pay China Product
Audience: Buyers
End Users: AP Users
Availability: Available by default, no configuration required. Requires Kingxunlian license.
Unified document management for commercial invoice and China VAT Invoice
China local fapiao manager app is now deprecated and replaced through enhancements in the fapiao scan AP:
The fapiao manager APP is not accessible in any environment
The local VAT invoice rejection is no longer supported before the VAT invoice got dispatched in fapiao scan AP
Document Manager is now the only APP to support the users to view document management process for:
Unified commercial and china local VAT invoice document management flow
Cost-effective service management
Effectively utilize and leverage global document
Manager iterated capabilities to support CN platform users.
Tradeshift App: Pay China Product
Audience:Buyers
End Users: AP Users
Availability: Available by default, no configuration required.
Automated digitization process to dispatch digitized VAT credit note
The fapiao scan AR app now supports:
Auto input digitized credit note e-invoice xml file into fapiao scan AR APP when the digitized vat credit note is issued successfully via TS
Auto sync digitized e-invoice tax status from from fapiao issue APP
Auto validate digitized credit note from GTS system
Digitized credit note can only be sent to the buyer when its related to a positive amount digitized vat e-invoice already sent to the buyer
Auto adopted for 2wm matching process
Tradeshift App: Pay China Product
Audience: Sellers
End Users: All users
Availability: Available by default, no configuration required.
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