Available at the end of February 2018.
Profit 10 is brimming with new functionality! Read below what this version contains.
Do you want to know when you are switching to the new Profit version? View the Update Center.
In the properties of custom tables you can add translations into English, French and German. You can now also translate custom tables for supplies such as packing slips and invoices. This allows you to translate the custom tables into other languages, such as Spanish, Portuguese, Colombian, Swedish, Hungarian, you name it...
This works the same as translating item descriptions for supplies.
You can digitally sign PDF and DOCX documents via the workflow. DOCX documents are automatically converted to PDF. To give you even more control over this, you can now convert the DOCX documents to PDF yourself.
When you click on the Sign Attachments action in the workflow, you will see PDF and DOCX documents that you can sign. Before you actually sign, select the required files. If this includes DOCX files, you can convert them directly to PDF. You will then see the PDF files to be signed and you can view them (by clicking on them). If you are sure that these are the attachments you want to sign, sign them (nothing has changed).
If you only sign PDF documents via the workflow, nothing changes.
There is no new PCC for Profit 10, version 9.00 is the latest version. Because the automatic update of the PCC was disabled, you may be using an older version. Install the latest version if you have problems with an older version of the PCC.
Tip for administrators:
The automatic update of the PCC is enabled again. A system administrator can disable updating if necessary.
In workflows the first name was always shown in the field Submitter, this has now been changed to name.
If the name is not known, the first name is still used.
Via General/Management/Sent E-mail it is now also possible to clean up sent e-mail via using the Collective delete button.
This button first has to be authorised.
Purchasing and sales contacts
In the UpdateConnectors for sales and purchase contact, the number of the created purchase or sales contact is returned.
From Profit 10 onwards, the number of the created organisation or person is also returned in the response. This also applies to the UpdateConnectors:
Employee (KnEmployee)
This UpdateConnector has been expanded with the fields for identity document, residence permit and work permit. Using the elements AfasIdentityDocument, AfasResidenceDocument and AfasEmploymentDocument it is now possible to create the following documents for an employee:
Invoices in payment order
You can now also create a GetConnector based on the Invoices in payment order data set.
These are the invoices on the Invoices tab for the specifics of a payment order.
Fiscal connectors
The TxClientIB2018, TxClientVpb2018 connectors are now available.
Applying for leave becomes even easier!
Use leave profiles for leave requests via AFAS Pocket. This allows you to determine per type of application (holiday, doctor's visit, special leave, etc.) exactly which data should be recorded.
First you create the profiles in Profit Windows (you can use the InSite profiles for leave). Then you link these in the AFAS Pocket settings. Don't forget to authorise Leave Profiles tab.
The employee selects the desired leave profile in Pocket and sees exactly what information is required, no more and no less. If you make an error when filling in the form, a message will appear to help you. The Profit administrator in your organisation can configure all this in the profiles, making the submission of file items truly tailor-made for your organisation.
If you do not use leave profiles, you will continue to use the old way of applying for leave.
Note:
This extension applies after the switch to Profit 10 in combination with a new version of AFAS Pocket for your smartphone.
Order number/reference visible everywhere
The participant can now fill in the Order number/reference field of the sales contact when registering for a course.
The field is now also available in the entry layout and the report for the course invoices.
Conversion:
When registering via OutSite (and InSite) the field is not automatically displayed because profiles of the 'Register Participant' type are not displayed after conversion. Display them if you want to use them.
You can now set up your own collection method for course invoices. The sales contact profile includes the setting Collective method for course invoices for this purpose. This new collection option allows you to collect course invoices by assignment number, but also by participant.
A participant who had signed out for an event could not sign up again. In that case the following message was displayed: Participant XXX is already registered for this course.
The banks have indicated that file format BTL91 for foreign payments will end on 1 May 2019. A SEPA file can be supplied as a replacement for this.
To make this change, you must replace the file format BTL91 with SEPA Credit Transfer in the properties of your own bank accounts on the International Payments tab.
As of 1 May, all payments within the EU countries, Norway, Iceland and Liechtenstein (EEA) may only use the Shared Costs option (3). This means that the payer and the recipient share the costs.
Note:
Payments within this area in which the option All costs to be borne by the beneficiary (option 1 in Profit) or All costs to be borne by the principal (option 2 in Profit) is selected will be rejected.
For payments outside this area, options 1 and 2 remain open.
You can do this via: creditor properties / Bank account tab / bank account properties / Bank address tab / select Shared costs in the Code charge on field.
Check if 'Payments in transit' is activated
If you are using automatic payment to creditors abroad, make sure that the field debit creditor payment on account 'Payments in transit' is checked. If this is not the case, Profit will place the amounts on the creditor instead of the suspense account. Check this and change to Financial / Management / Settings administration, read in bank statements tab:
- More options -
VAT rate group for sales inside and outside the EU now adjustable as 'none'
It is now possible to set a rate group other than 0 (zero) for sales within the EU and exports outside the EU, i.e. a rate group to be added by the trader for 'VAT and ICS excluded'. You can call these 'none' for example.
This is used, for example, if you want to exclude the supply of goods and services, such as financial futures or CO2 emission rights, from the VAT and ICS returns.
In the tariff group that you add yourself, for example Exempted Netherlands, you check Excluded from VAT/ICS.
You will need to configure this yourself by adding a new VAT code with the following settings:
If an article has a VAT rate group with the setting Excluded from VAT/ICS, the VAT code for sale will henceforth be searched on the basis of these search criteria:
It is now possible to check the field Service calculation for sales abroad. This was already possible for sales within the EU, but not for the export outside the EU VAT obligation. This can be used, for example, if you as a Dutch organisation send an invoice to Aruba or the US for certain services rendered.
Note:
Link the VAT section to 999 Other and not to section 3a Deliveries to countries outside the EU.
VAT and payment settings now from 'Billing to' sales contact
If you use a sales contact in the order process where an 'Billing to' sales contact is set, the VAT number, VAT liability and payment settings of the original order-sales contact are normally used. Now you can configure Profit to use the values in these fields of the 'Billing to' sales contact. If you set this, Profit will also use these fields: VAT liability, VAT number, Payment condition, Debt collection, Currency, Different VAT reference, Including VAT, Percentage of credit restriction and Payment discount.
You configure this per sales contact profile.
The electronic filing of the financial reports and statements with the Chamber of Commerce was only supported by Profit for Micro and Small enterprises, now it is also possible for Medium-sized enterprises. This is subject to the condition that the documents have been prepared.
Medium-sized companies no longer need to deliver the financial statements electronically themselves using the online tool Draft XBRL on the website of the Chamber of Commerce. You can do this for them as an accountant.
The advantage of this is that via InSite and OutSite you can now also use the workflow approval for these documents! Everything under control.
If you use a sales contact in the order process where an 'Billing to' sales contact is set, the VAT number, VAT liability and payment settings of the original order-sales contact are normally used. Now you can configure Profit to use the values in these fields of the 'Billing to' sales contact.
You configure this per sales contact profile. If you configure this, Profit uses these fields from the 'Billing to' sales contact: VAT liability, VAT number, Payment condition, Debt collection, Currency, Different VAT reference, Including VAT, Percentage of credit restriction and Payment discount.
Profit sets the values of the 'Billing to' sales contact when adding the order. If you set a different value for one of the fields in the order, it will apply, regardless of which configuration you have.
The available OCI links have now been expanded with:
When converting purchase request to purchase order via the OCI link with Staples, the following error message appeared: Object reference not set to an instance of an object.
The export URL on which digital purchase orders must be delivered has therefore been changed.
Note:
You must manually refresh the OCI definition to implement the changes in your existing OCI link:
In the sales offer entry layout, incorrect fields were available via the field 'Article code (internal)'. These have now been removed from the default entry layout.
Note:
If you have your own entry layout for sales quotes that includes fields that fall under this field, you will see the following message: An object or column name is missing or empty.
In that case delete the fields from the entry layout where you see the message.
With an e-invoice that you issue via eVerbinding, extra attachments (such as jpg and pdf linked in subsequent calculation rules) can now be sent with the pdf-invoice.
The invoice + attachments are enclosed as one pdf attachment (in base64) in the XML file (UBL).
If you use the Construction Activation, there is a new view available in the properties of a project on the Receipt lines tab, i.e.: Receipt lines for project (BOUW).
Customer agreement - Permitting different cost rules on placement
With a Customer Agreement you can specify whether you can deviate from the price agreement on the placement. This is done in the field Price agreement on placement. With option 3 and 4 it is permitted to deviate from the cost lines. The text of these options has also been changed:
From 3. Required, different from the hourly wage and excluding lines permitted to 3. Required, different from the hourly wage, cost lines and exclusions allowed.
And from 4. Required, excluding lines permitted to 4. Required, different from the cost lines and exclusions allowed.
The candidate's supervisor was previously the assessor of the placement workflows. Now the relationship manager (and replacement) of the employee is the assessor of the workflows:
Note:
This concerns the relationship manager in the employee properties, not the relationship manager in the placement.
For Profit Application Administrators, authorise Authorisation Tool, General / Administration / AFAS Pocket, Permission Profiles tab.
For Pocket users, go to Authorisation Tool, General / Administration / AFAS Pocket, Pocket tab. Authorise the choice Leave.
Authorise General / Management / Sent E-mail, Collective deletion action.