April 2025
Written by VAT4U Team
Updated at May 5th, 2025
Table of Contents
Demo Flag for Invoices
We've just released a new demo invoice upload flag to help users clearly distinguish between real and test data. Similar to the existing demo flag for companies, this feature allows you to mark uploaded invoices as "demo" during testing or sales demos, making it easier to keep your workspace clean and organized.
Business Partners
We’re excited to introduce the new Business Partner feature in the company settings. This update makes managing claims and invoices linked to specific business partners easy. You can now add, edit, or deactivate partners, and set one active partner as the default for invoicing, helping you keep your data organized and aligned with your business relationships.
New Assistants Under Smart AI
Under Smart AI, we’ve introduced two new assistants to help streamline your expense reviews: one that identifies the Canadian province listed on an invoice, and another that detects whether the invoice includes food and meals.
Editing Bank Account Information on Draft Claims
Users can now edit the bank account associated with a claim while it is in draft status. This feature allows corrections or changes to be made before submission.
An Update in the Invoicing Module
When sending an invoice to a client directly from VAT4U, you can now customize both the subject line and the body of the email directly within the sending window. Please note that the system will suggest email content in German only if the "Billed To" party's Country of Establishment is Germany. For all other countries, the suggested content will be in English.
Inbox
We’ve been working on the Inbox functionality on the platform, a major new module that integrates your email system with VAT4U. You can now send and receive emails directly within VAT4U, linking them to Claims, Queries, Tasks, and Expenses. By connecting a company mailbox, VAT4U can send automated emails, with replies appearing in the Inbox, accessible to all company Administrators. Personal emails can also be connected, remaining private to you.
