This page lists the newly released features and other updates of Procountor Solo. The links take you to the instructions concerning the new features.
More help for creating a new contact
- Date: August 16, 2023
- Scope: Companies, Solo user interface
We have added more help for creating a new contact in Solo under Contacts > Create a new contact. We have highlighted the contact type: company or private person, please remember to choose the right type before entering the information. That will help you to you get the right fields to fill and the right sending methods, when you are sending the invoice to the customer.
When you start entering information in the Company name -field, you will receive suggestions about companies. When the company you are looking for is found and you click on the search results, you will get the company name, business ID, VAT number and address information automatically filled in. Automatic filling is also used in the E-invoice address search.
Read more here.
- Date: August 9, 2023
- Scope: Accounting offices and companies, Procountor and Solo user interface
There has been a change about maintaining the bank account information in Solo. In the future the bank account information will only be updated from the accountant’s Procountor user interface side. After the change, it is possible to have only one account number on your sales invoice. The account number in the Solo (the account number shown on the invoice) must be the same as the account number entered in the accountant’s Procountor user interface (the account number of the account statement) for the accounting automation to work.
If you have a different bank account entered in the My company -view than in the accountant’s Procountor user interface, you will receive a notification about this at the top bar of the Solo. Through the notification, you can check which account number will be updated instead of the current one and you can accept the change.
If you have the same bank account as in the accounting software, this does require any changes from you.
Read more about adding a bank account to Procountor Solo here.
Changes to the default product register in Procountor purchases
- Date: January 21, 2023
- Scope: Accounting offices and companies, Procountor and Solo user interface
We have made changes to the Procountor Solo product register that is selected at implementation. The new default register contains fewer products, making it easier for entrepreneurs to select the right product. In addition, the setup of the accounting accounts behind the product has been improved for the accountant. The accountant continues to have full editing rights in the register to make it suit the customer's needs. The accounting accounts of new product registers are better aligned with the new Procountor default accounts, compared to the old purchase product register.
We have also included the opportunity for limited liability companies and sole traders to display the product register in English. Here are instructions on how to provide the full software in English for the customer: Switching the language of Procountor Solo to English.
The new Procountor Key is now at your disposal for confirming payments
- Date: December 17, 2022
- Scope: Companies, Solo user interface
You can now implement Procountor Key, a new mobile app for payment confirmation. Read more detailed implementation instructions here!
The new Procountor Key application allows you to confirm payments similarly to the old Finago Key app, which will be taken out of use on March 18, 2023. The new Procountor Key enables advanced further development, which means other features besides payment confirmation can be expected in the future.
Monitoring the arrival of accounting material in Procountor
- Date: November 19, 2022
- Scope: Accounting offices, Procountor user interface
One of the most requested features! Monitoring arriving materials has never been this easy!
Now you can see at a glance in one view which customers have sent their materials.
The materials sent by customers are gathered in the Quick info view of accountants in Procountor.
The tracking of materials is based on fiscal periods, so make sure that the periods are in order in the Solo environments. When a customer sends the material from Solo, we change the status of the fiscal period to pending. You can use the filters and the sorting tool of the Quick information view to view only accounts with this status.
The view shows when the entrepreneur sent the material and whether the customer has one or several fiscal periods that are pending. So in the future, you will know which customers have done their part and can plan and predict your tasks based on the existing materials.
Please remember to close the fiscal period when you have completed the accounting so that the completed materials do not remain in the pending status. By closing fiscal periods, you can manage which materials appear on the list.
You can also use the list to see which customers have not sent their materials and remind them, if needed.
Read more about the tracking tool in the Procountor instruction manual and see how you can examine received materials.
Locking default VAT settings
- Date: November 19, 2022
- Scope: Accounting offices, Procountor user interface
We are locking the Solo VAT defaults in the Procountor user interface under Management > Accounting info > VAT defaults
This ensures software functioning when all the necessary VAT rates and VAT statuses are available in Procountor Solo environments.
At the same time, we are re-enabling the VAT defaults in environments where changes have been made to them.
The changes in the VAT defaults page do not affect the information submitted with the material in Procountor Solo. If you want to make changes to the VAT rates or VAT statuses imported from Solo to Procountor, these changes must be made in the purchases product register, through VAT status management.
E-invoice address management view removed from Procountor with regard to Procountor Solo environments
- Date: November 19, 2022
- Scope: Accounting offices, Procountor user interface
We are removing the e-invoice address management view under Management > Company info > E-invoicing and scanning address on the Procountor side of Solo environments.
In Procountor Solo, e-invoice addresses are not managed via the Procountor user interface, which is why we are removing the e-invoice address management view.
Did you know that we activate electronic invoice for all Solo users by default? The e-invoice operator for all Solo customers is Apix Messaging Ltd, and the e-invoice addresses are in the format 0037 + business ID (for example, 003712345678).
Improvement in journal receipt importing
- Date: November 1, 2022
- Scope: Accounting offices, Procountor user interface
In the future, we will include more information on journal receipts that are sent from Procountor Solo to Procountor accounting. This applies to expense transactions that are not linked to an account transaction but have been paid with the entrepreneur's own money or the company's cash.
We will import the VAT information recognized in the image. If the receipt has two different VAT rates, we will import the VAT information on two separate rows. Other transaction data will be imported as usual, based on the selected expense type and transaction type.
In the future, we will also form an automatic reconciliation row for the journal, if necessary.
The update applies to materials sent after November 1, 2022.
Read more about the creation of journal receipts and the rules on importing data to accounting in our instruction manual (in Finnish).
Payments can be searched by date on the Payments page
- Date: August 4, 2022
- Scope: Companies, Solo user interface
We have received feedback on our payment archive. According to users, it would be easier to use the archive if purchase invoices could be searched or limited by date, in addition to the search field. We have now enabled searching by date also for payments in order to make the searching and archiving of purchase invoices even easier.
Improvement in reference payment importing
- Date: June 21, 2022
- Scope: Accounting offices, Procountor user interface
In the future, we will include more information in reference payments that are sent from Procountor Solo to Procountor accounting. In the past, reference payments (i.e., sales invoices sent by an entrepreneur and linked to reference payments) were equipped with the VAT specification in Solo, and the accounting account was determined by the default posting specified in the reference payment.
In the future, we are bringing the accounting account, VAT rates and VAT status to accounting. The imported information depends on how the customer has handled the reference payment in Procountor Solo.
For example, sales invoices made in Solo and linked to a reference payment transfer the information specified on the invoice to accounting (VAT specification, the VAT code used by the entrepreneur on the invoice and the sales accounting account 3000).
Read more about reference payments and the related rules on importing data to accounting in our instruction manual (in Finnish).
Sending e-invoices – Automatic electronic invoice address search
- Date: June 10, 2022
- Scope: Companies, Solo user interface
According to feedback we have received, our users are having problems with sending e-invoices and searching for the electronic invoice addresses of their customers. We want to make the sending of electronic invoices even easier.
In the future, Solo will check whether your customer is able to receive electronic invoices on the basis of their business ID. In the invoice Preview, you will be notified if the customer is able to receive electronic invoices, after which you can send the invoice electronically, if you wish. The electronic invoice address will also be saved in your customer's contact information. We recommend sending electronic invoices, because this is the surest method of invoice delivery.
Read more in our instruction manual.
Adding viewing rights
- Date: March 24, 2022
- Scope: Accounting offices, Solo user interface
In the future, accountants will have viewing rights to the Procountor Solo service. We are providing accountants with viewing rights to the service so that they can help the entrepreneurs and check the status of the materials. The Solo user interface looks exactly the same for accountants with viewing rights as for the entrepreneurs. Viewing rights mean that accountants cannot, for example, make changes in the software, download receipts or sent materials to Procountor. In other words, the Solo functions intended for entrepreneurs are not possible for accountants.
Read more in the instruction manual (in Finnish).
Updating fiscal period data
- Date: February 25, 2022
- Scope: Accounting offices, Procountor user interface
The implementation of the fiscal period API enables transferring data from the entrepreneur's user interface to the accountant in Procountor. When an entrepreneur sends the material from Solo, we will change the status of the fiscal period from open to pending. The fiscal period will be checked when sending the material, and the check takes place according to the end date of the fiscal period, which must be the last day of the month.
This is a two-phase project. In the first phase, the submission data is imported to Procountor, and in the second phase, we will utilize the newly available data. In the next project, we will let accountants in Procountor know when the materials are sent in order to make accounting easier and more efficient.
Changing the e-invoice operator
- Date: January 1, 2022
- Scope: Companies, Solo user interface
We implemented a new e-invoice operator, Apix Messaging Ltd. After the change, all our customers' electronic invoice addresses were moved to Apix. The services of the old operator Basware were discontinued and the old addresses closed. Read more about the new operator here.