Data entry and Data import:
High-resolution PDF support: Users can now upload and process high-resolution scanned PDFs, ensuring greater accuracy in data extraction from complex or detailed documents.
Persistent page rotation: Any page rotation adjustments made by users are now saved and preserved when the document is reopened.
Enhanced document preview: The preview interface now supports right-click pan-and-zoom functionality for faster and more intuitive navigation through multi-page invoices.
SmartAI feedback option: A new SmartAI feedback tool allows users to provide feedback on individual invoices directly within the interface, helping continuously improve data recognition and accuracy.
Verified by Tech Audit status: Introduced a new Verified by Tech Audit status, including a batch action feature that enables users to apply this label across multiple expenses, which is ideal for large-scale data processing where high data quality is already verified.
Invoice sequence numbers: Each invoice now displays a sequence number alongside the claim ID, making it easier to track and reference invoices within a claim.
Improved tax compliance: VAT number formats are now validated to ensure compliance with official tax administration data requirements.
Controlled Vendor saving: Automatic Vendor saving has been replaced with a user-triggered action, giving users more control over Vendor data management.
Enhanced Vendor databases: VAT4U now supports Global, Claimant-level, and User-level Vendor databases, along with improved Vendor search capabilities, allowing for faster and more accurate data retrieval.
Automatic Vendor address parsing: When importing data that includes complete addresses, VAT4U can now automatically parse and separate address elements (e.g., street and number), improving data structure and consistency within the Import module.
Smart AI Enhancements:
Post–SmartAI compliance and data quality checks: A new automated compliance flow now runs after the batch SmartAI data application.
Enhanced Vendor VAT number retrieval: Vendor VAT numbers are now detected and populated more accurately across documents, reducing manual corrections.
Improved Vendor country identification: The system better recognizes and assigns vendor countries, even in cases of incomplete or complex address data.
Refined expense category recognition: SmartAI’s ability to identify and classify expense categories has been improved, ensuring more consistent and precise data categorization.
Webhooks & Integrations:
VAT4U API extension: The VAT4U API now allows customers to retrieve complete lists of expenses, claims, and company data, as well as manage company settings directly through API endpoints. This enhancement enables deeper integration with external systems and supports greater automation in VAT management workflows.
Webhooks implementation: VAT4U now supports Webhooks, allowing users to configure real-time notifications that inform other systems of data changes within VAT4U. This feature streamlines synchronization, reduces manual updates, and ensures all connected systems stay aligned with the latest VAT4U data.
Claims and XMLs:
Latvia and Estonia XML claim implementation: VAT4U now supports the creation and submission of 8th Directive XML claims for Latvia and Estonia, extending coverage and simplifying cross-border VAT recovery for these countries.
Enhanced data validation and submission process: The system now performs a more robust validation of 8th Directive claim data. XML files that fail validation are clearly flagged, with detailed validation messages displayed in a user-friendly format to help identify and correct issues quickly.
Editable EU goods and service codes: Users can now modify EU goods and service codes directly on invoice items within 8th Directive claims, allowing for greater flexibility and accuracy in classification before submission.
Automatic received amount entry: When booking a claim decision, VAT4U can now automatically populate the received amount.
Reports & Dashboard:
Faster Production report generation: Performance of the Production report has been significantly improved for users operating on the Advanced database, resulting in quicker report loading and smoother navigation through large datasets.
Vendor name in local claim reports: Local claim reports now include vendor names, providing clearer visibility into transaction details and simplifying audit and reconciliation processes.
Improved IOSS transactions listing performance: The IOSS transactions list has been optimized for faster loading and smoother handling of high-volume datasets.
General improvements:
Enhanced table experience: Tables across the platform have been improved for smoother navigation and readability, with new keyboard shortcuts added to filter dropdowns for faster data filtering and selection.
Optimized background task allocation: System resources are now distributed more evenly across tenants, ensuring fair capacity allocation and consistent performance even during peak processing times.
Improved invoice status logic: Invoices with a gross amount of zero are now correctly marked as “Incomplete invoice” instead of “Excluded,” helping users identify missing data more accurately.
Clearer VAT flow status: The system now displays “Unknown VAT Flow” when the VAT flow cannot be automatically determined, replacing the less intuitive “Calculating/Null” status for greater clarity.
Manage Expenses performance boost: Filtering in the Manage Expense table has been optimized for smaller accounts (up to 50K expenses), delivering faster response times and smoother operation.
Automated claim status notifications: Franchisees now receive automatic email updates about claim status changes, improving visibility and communication across distributed teams.
Enhanced Support Request experience: The support page now displays a Ticket ID and allows users to provide direct feedback, making it easier to track and follow up on support cases.
Inbox:
Bulk invoice creation from attachments: Users can now create multiple invoices at once directly from email attachments, significantly speeding up data entry and document processing.
Image preview support: Image file formats can now be previewed directly from within emails.
Email folder management: A new option allows users to move existing emails between folders, making it easier to organize and manage inbox content.
Improved Inbox performance: Loading speed and responsiveness have been enhanced, especially for accounts handling high email volumes.
Smarter search for linked objects: The search functionality for linking emails to Queries, Tasks, or Claims has been refined, providing faster, more accurate results and improving cross-referencing efficiency.