Keydoc

Keydoc 3.5 – What’s New SALES ORDERS AND CONTRACTS • Create, filter, and maintain SAP sales orders and contracts, including positions, materials, quantities, partners, customer references, and validity dates. • Copy orders and positions, with safeguards for existing follow-on documents. • Maintain billing plans with dates, periodicity, advance billing, amounts, and blocks. Processed dates remain protected. • Improved SAP-controlled pricing, previews, and sales-order PDFs. SERVICE MATERIALS AND PRICING • Maintain service materials with searchable SAP fields and product hierarchies. • Multilingual descriptions and editable translation suggestions on supported devices. • Manage prices, validity periods, and customer conditions using SAP configuration. • Material overviews and price-list PDFs, with integrated editing and preview on iPad. INVOICE INBOX • Vendor-focused cards with logos, agent badges, page counts, and consistently sized amounts. • Vendor filtering and search across filenames, metadata, amounts, and PDF text. • Reopening preserves loaded documents, search, filters, and scroll position. • Improved supplier, reference, date, and total recognition for PDFs, embedded e-invoices, and Swiss QR bills. • Direct scanning from compatible network scanners; combine multiple pages into one PDF. • Improved background processing and PDF preview controls. E-INVOICES AND ACCOUNTING • Search PDFs and XML with highlighted matches and navigation. • Searchable XML field selection with sample values and invoice-line context. • Product-specific or account-wide rules; derive employee assignments and cost centers using phone numbers, license plates, or user IDs. • Rule summaries with account descriptions and indicators for automatically generated positions. • Read-back verification of saved SAP e-invoice defaults, with mismatch reporting. • Use selected PDF text as the invoice header or reference; additional selection actions support accounting entry. • Choose whether edited values update an existing position or create a new one. • Filters for all invoices, e-invoices, and invoices without e-invoice data. APPROVALS AND WORKFLOW • Request trust scores and supporting invoice-history information on demand. • Eligible high-trust invoices with an assigned agent offer a gold magic-wand action to park the invoice and request approval directly. • Improved notifications, agent updates, full-screen previews, and branded approval emails. • Clearer reversal messages and additional clearing-reset options with SAP backend support. CUSTOMER STATISTICS • Analyze by employee, sales order, material, product hierarchy, or customer; drag reporting characteristics onto rows to expand breakdowns. • Improved net/gross totals, resource-billing allocations, and PDF reports. TIME CAPTURE AND EXPENSES • SAP calendar-based time entry with project selection, work-location options, and period controls. • Improved long-text saving, recurring appointments, ticket labels, and hour entry. • Hours, actual, planned, and remaining amounts by period, customer, and project; PDF/CSV time reports. • Refined expense entry, receipt recognition, and vendor selection; payment-method-dependent cost centers and negative amounts. BANKING AND USABILITY • Improved bank matching, salary-payment identification, clearing-state consistency, and commission handling. • Refined ISO 20022 exports and export confirmations. • Improved business-partner roles, bank details, customer fields, and VAT validation. • More consistent translations, date formats, accessible controls, and responsive layouts. • Stability fixes and animations that respect Reduce Motion. SAP-dependent features require the corresponding backend version, configuration, and authorizations. Device-dependent features require compatible hardware and system support.