Configure business group

Apply member settings to

• Selected list of members in business group

  Use this option if you only want to configure settings of the previously selected members.

• All members in business group

  Use this option to configure settings of all members in this member group.

• All members in business group and its child groups (sub-groups)

  Use this option to configure settings of all members in this member group and its child groups.

Choose how to update settings

• Apply all current settings

  Applies all current settings to the selected members.

• Apply only changed settings

  Applies only changed settings for the selected members.

Member account settings

• Use e-Invoice Connect

  In this section you can configure the invoice directions: the member can only send invoices, only receive invoices, both send and receive invoices or view the invoice archive.

• Invites and reminders

  In this section you can specify e-mail addresses to use for invitations and reminders sent to customers and suppliers. Additionally, you can specify a reply deadline for invitations (the system will calculate it by adding the specified number of dates to the current date). You can enable automatic reminders for non-responders that will be sent in two and four weeks after the initial invitation.

• Estimated savings

  In this section you can specify savings per supplier and customer invoice received or sent electronically.

Invoice sending settings

• Currency

  Here you can specify the currency for invoices created in e-Invoice Connect web interface and the rounding principle. Note, that you can customize currency type for every individual invoice when it is being created.

• Email for PDF invoices

  Here you can specify an email for sending and receiving PDF invoices.

• Invoice layout

  Here you can specify the layout of your PDF document, specify whether you want additional invoice included in the PDF, and enable or disable line separators between invoice lines.

• Misc

  Here you can enable or disable obligatory manual confirmation before the transferred invoice is sent as an e-invoice or a PDF file.

Invoice receiving settings

• Incoming invoice rejection

  • Supplier invoices for which the sender cannot be notified

    Here you can disable automatic invoice acceptance, enable automatic acceptance without delay, or specify how many days should pass before invoices are accepted automatically.

  • Supplier invoices for which the sender can be notified

    Here you can enable management of stopped invoices before the sender is notified and specify how many days should pass before invoices are rejected automatically.

• File transport

  • Prevent duplicate invoice numbers within same year

    Select if you want the system to check whether the supplier has already sent an invoice with the same invoice number during the previous 12 months.

  • Append attachments to PDF documents

    Select to include attachments content in the invoice file when it is generated as a PDF. Some recipients set up receiving invoices as PDF files to their email address. If the recipient profile supports it, some recipients set up receiving invoices both in XML and PDF formats. When viewing an invoice in the web interface, any authorized user can save it as a PDF file.

  • Attach original documents, too

    When the previous option is enabled, select to include attachments also in their original format, such as a Microsoft Word document.

  • Receive additional invoice information in the PDF

    Select to include additional document reference and other party details to your PDF file.

  • Line separator in the PDF

    Select this option if you want to add a separator between invoice lines to improve the readability of PDF invoices consisting of more than one line.