Basware update: Invoice Access Report and SmartPDF with self-validation

Basware continues to invest in the development and quality of its purchase to pay software solutions. Recently, a number of new features have been launched, which we would like to inform you about. 

Invoice Access Report

We are pleased to announce the availability of a new feature in Basware that improves the information security of the invoice processing process: Invoice Access Report. When this new feature is enabled, Basware keeps a log of the users who have access to your invoice data. This allows you to track exactly who accessed which data and when. This helps you process invoices more securely and comply with possible local regulations and legislation.

In addition to the log of what invoices users have viewed and when, Basware also keeps a log of what type of invoice searches users have performed in Basware and when.

It is also possible to generate reports of this data in Data Management.

Two new pages available

When enabled by an ICreative consultant, two new pages are available in the Data Management module:

1. Data management > Data retention for document access.

This page provides organization-specific settings for how long invoice access data and invoice search data are retained. On the "General Settings" tab, the user can define the retention period for invoice searches with multiple organizations.

The user can also define the language and regional format in which the search parameters are stored.

2. Data management > Reports access to documents.

This page allows users to create two types of reports:

• Report of viewing documents: contain data about viewing invoices in Basware.
• Report of document searches: contain data about searching for invoices in Basware.

These reports are available for 30 days, after which they are automatically deleted.

Influence on deleting users

It is important to note that this feature also affects user deletion in Basware P2P management. If the feature is enabled for the tenant, users can no longer be deleted in P2P management if their last login time falls within the defined retention period for the user's organization.

This prevents deleting users who may have entries in the document access log.

SmartPDF with self-validation

Another recent development at Basware relates to SmartPDF. We are talking about the launch of SmartPDF with self-validation. With this, you can now automate exception invoices.

SmartPDF extracts data from PDF invoices and automatically converts about 80% of them into real e-invoices. The remaining 20% are exception invoices. Until recently, these required the necessary user guidance from an ICreative consultant to be processed. Now SmartPDF's self-validation AI can be trained to recognize these exception invoices and process them automatically in the future.

This means that SmartPDF not only automates the majority of your invoice processing, but also learns and evolves to handle exceptions. This makes your financial process even more efficient and reliable.

Get in touch

Would you like more information about these new developments or would you like to get started right away? Then get in touch with us. We will be happy to help you further. 

Anoek
van der Riet

Contents Specialist

Anoek writes daily about purchase to pay, order to cash and Robotic Process Automation. She enjoys diving into topics such as e-invoicing, working capital and hyperautomation.