October 9 – 4.39.14

This release introduces new capabilities for delivering Peppol invoices directly to customer APIs and enhances Oceania claim cover letters with more comprehensive financial summaries.

Integrations

Direct Peppol invoice delivery to customer APIs

We’ve introduced a new capability for select customers to deliver Peppol XML invoices directly to their ERP systems via API, rather than solely as email attachments.
This integration allows for:

• Direct System-to-System Delivery: Invoices (costs, credit notes, and contract invoices) can now be sent straight to a customer’s API as Peppol XML.
• Automated Process: Delivery occurs automatically once a document is created or its approval workflow is completed.
• Enhanced Security: Planyard authenticates with the customer’s system using a certificate issued by the customer, in addition to an API key, with all credentials securely encrypted.
• Reliable Delivery: If delivery fails, Planyard automatically retries for several hours, and the user receives an email notification with any error messages from the customer’s system.

Valuations

Enhanced Oceania claim cover letters

The Oceania template for main contract and subcontract progress claims has been significantly improved to provide a more complete financial overview.
Key enhancements include:

• New “Total Claimed” Column: The Claim Summary now features a “Total Claimed” column alongside “This Claim,” displaying cumulative figures for work done, variations, retention, released retention, VAT, and prepayments across all approved claims on the contract.
• Retention Percentage Display: For percentage-based retention, the cover letter now clearly shows the applicable percentage (e.g., “Less Retention: 5.00%”).
• Optimized Page Layout: The default template no longer leaves a mostly blank first page, ensuring a more efficient and professional document presentation.