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Automatisierter Download

Im Jahr 2024 unterscheiden wir weiterhin zwischen zwei Empfängertypen (postalisch und elektronisch via Email) und wollen hier mehr Richtung Automatismus kommen. Der ...
Suggested by: Simon Zimmermann (03 Jan) Upvoted: 14 May Comments: 0
Under consideration

Erweiterung Multiversand

Ich kann mir gut vorstellen, dass mit folgender Idee der Multiversand noch besser sein wird. Szenario: -Wir erstellen 6 (Abhol)aufträge für einen Kunden. -Dabei ...
Suggested by: Simon Zimmermann (03 Jan) Upvoted: 14 May Comments: 0
Under consideration

Archiving XRechnung & ZUGFeRD invoices in DMS after sending

After you send a standard format for e-invoicing via EDS the sent invoice should be possible to store this in the DMS. This is not possible at the moment.
Suggested by: Max Krampe (03 Sep, '21) Upvoted: 12 Jun, '23 Comments: 0
Planned

Automatic mail in the event of errors in the EDS queue

An entry in the task queue should send a mail once a day to all users who have entries with the status Error in the EDS queue. With this option, the EDS queue no ...
Suggested by: Bernhard Rahn (01 Dec, '21) Upvoted: 13 May, '22 Comments: 0
Planned

EDS Business Partner Overview

In the EDS business partner table, there are often several rows for one business partner, since different email addresses are stored depending on the EDS record ...
Suggested by: Bernhard Rahn (10 Dec, '21) Upvoted: 17 Jul, '23 Comments: 1
Done

Control the dispatch of documents

In the record set-up, as a customer I would warmly welcome if it were possible to set up per record at which time the documents are sent. For example: Invoices in ...
Suggested by: Simon Zimmermann (27 Sep, '21) Upvoted: 17 Jul, '23 Comments: 1
Done

DMStoEDS Connector - Erweiterung der Anhangsortierung

Erweiterung des DMStoEDS Connectors mit einer zusätzlichen Sortier-/Mergefunktion - siehe Anlage.
Suggested by: Simon Zimmermann (27 Oct, '22) Upvoted: 17 Jul, '23 Comments: 1
Done

Document preview when sending via dialog

It would be useful to have a document preview when sending documents with the dialog function. Currently you have to download the documents first to see them.
Suggested by: Markus (07 Sep, '21) Upvoted: 17 Jul, '23 Comments: 0
Done

Send message by WhatsApp

Next to mail, it would be nice to send messages also by WhatsApp to extend the possibilities to contact a business partner.
Suggested by: Tristan Küsters (24 Feb, '22) Upvoted: 19 Sep, '23 Comments: 0
Under consideration

Anhangsauswahl bei Ausgabetyp Download

Analog der Multimail-Funktionalität wäre es vom Vorteil, dieselbe Funktionalität bei "EDS-Download als PDF" hinzuzufügen. Es besteht der Wunsch, dass Anhänge ...
Suggested by: Simon Zimmermann (03 May) Upvoted: 14 May Comments: 0
Under consideration

EDS Email Dialog - Allow multiple drop

It may be necessary to store additional files when sending a dialog. I would appreciate it if it were possible to store multiple files via drag & drop. Currently, ...
Suggested by: Simon Zimmermann (27 Feb) Upvoted: 03 May Comments: 0
Under consideration

Enhancement of EDS Partner Factbox

Currently the customer/vendor is displayed as EDS partner (=Yes), if an entry exists in the EDS Business Partner table. If there is no entry in the EDS Business ...
Suggested by: Simon Zimmermann (26 Aug, '22) Upvoted: 23 May, '23 Comments: 0
Planned

Counter in document header (No. Printed) also for XInvoice and ZUGFeRD without PDF attachment

If you send a standard format for e-invoicing via EDS, it would be great if the counter in the document header (No. Printed) counts up, even if no PDF document was ...
Suggested by: Andreas Karbe (26 Aug, '22) Upvoted: 26 Aug, '22 Comments: 1
Rejected

Output type "Browserhandling"

Create a new output type in the EDS record setup. This output type should be named as follows: "Browser handling". Why do we need the new output type? As an ...
Suggested by: Simon Zimmermann (11 May, '22) Upvoted: 11 May, '22 Comments: 1
Done

Integrate EDS on Purchase Side - Microsoft Dynamics 365 Business Central Standard

Integrate the EDS module on the purchasing side (purchase orders, invoices, credit notes, etc.) analogous to the sales side. The creation of the EDS partner is ...
Suggested by: Simon Zimmermann (18 Sep, '23) Upvoted: 18 Sep, '23 Comments: 0
Planned

Enhance the Extended Recipient Setup on Customer, Creditorcard

Add another option to the Extended Recipient Setup: The selection to also store the responsible person or the salesperson/buyer in To, CC or BCC via e-mail. This ...
Suggested by: Simon Zimmermann (14 Sep, '23) Upvoted: 14 Sep, '23 Comments: 0
Under consideration

Integrate (Pushup)-Notification

Enable the integration of pushup notifications. This means, for example, if the 4-eyes principle has been stored in a dispatch profile, the responsible department ...
Suggested by: Simon Zimmermann (13 Sep, '23) Upvoted: 13 Sep, '23 Comments: 0
Under consideration

Enhance the Dispatch Profile Attachment with an additional Type

Extend the Dispatch Profile Attachment by another type "Report Selection". The type accesses the respective deposited report with its settings analogous to the ...
Suggested by: Simon Zimmermann (15 Aug, '23) Upvoted: 15 Aug, '23 Comments: 0
Under consideration

EDS - CRM Integration

Some of our clients use the CRM very heavily and are very happy about the history that exists at the contact level. I know that for CTI by SImova we already record ...
Suggested by: Kevin Kalla/Simon Zimmermann (20 Jul, '23) Upvoted: 20 Jul, '23 Comments: 0
Under consideration

EDS - Listing Line Data in the Email template

In the quote area, the items offered may vary. Up to now, we have only ever used one e-mail template. However, this should change depending on the article offered. ...
Suggested by: Kevin Kalla/Simon Zimmermann (20 Jul, '23) Upvoted: 20 Jul, '23 Comments: 0
Under consideration

Suggest e-mail addresses when using dialog dispatch

Similar to Outlook, e-mail addresses should be suggested as soon as you enter an initial letter. It would make sense that the stored e-mail addresses of the master ...
Suggested by: Simon Zimmermann (10 Jul, '23) Upvoted: 10 Jul, '23 Comments: 0
Under consideration

Customization of the attachment selection of the dialog dispatch

Currently, it is only possible to delete the attachments from the dialog dispatch individually. Multiple selection and deletion is not possible. This leads to ...
Suggested by: Simon Zimmermann (10 Jul, '23) Upvoted: 10 Jul, '23 Comments: 0
Planned

Extension of the Factbox Setup in the Module Setup

There should be the possibility in the EDS setup to hide e.g. the button "Send" and "Dialog dispatch". Some companies wish to use only the dialog dispatch to ...
Suggested by: Simon Zimmermann (10 Jul, '23) Upvoted: 10 Jul, '23 Comments: 0
Under consideration

Dialog Dispatch/Recipient Selection for automatic Dispatch

It would make sense to adjust or influence the recipient of the order confirmation and, if necessary, the text during the automatic dispatch process (for document ...
Suggested by: Simon Zimmermann (02 Jun, '23) Upvoted: 02 Jun, '23 Comments: 0
Planned

BCC email address for sending documents without a business partner

If other address types are used outside the business partners, there is often no way to store a BCC email address for verification. Here is a suggestion to store this ...
Suggested by: Bernhard Rahn (23 May, '23) Upvoted: 23 May, '23 Comments: 0
Under consideration

Email field - Alternate recipient address

In the Business mapping of EDS, we have the option of defining our business partner with recipient e-mail (e-mail field), language code, etc. On the respective card ...
Suggested by: Simon Zimmermann (30 Mar, '23) Upvoted: 30 Mar, '23 Comments: 0
Under consideration

EDS Dynamic Mapping

Ich könnte mir vorstellen, dass die vorhandene "Dynamic Mapping" Funktionalität im EDS mehr Gestalt annehmen könnte. Folgendes Szenario habe ich dazu: Ich möchte ...
Suggested by: Simon Zimmermann (15 Dec, '22) Upvoted: 15 Dec, '22 Comments: 0
Under consideration

EDS Partner Wizard

Currently, there is only the functionality "Show Business Partner" in the EDS Partner Factbox. This checks whether an entry exists for the customer/vendor in the ...
Suggested by: Simon Zimmermann (26 Aug, '22) Upvoted: 26 Aug, '22 Comments: 0
Under consideration

EDS - Custom Layouts

Currently EDS looks up "Report Layout Selection" with the Report ID specified within a Record/Dispatch Profile attachment. With Word Document Layouts & Excel Layouts ...
Suggested by: Will Bannerman-Jones (02 Aug, '22) Upvoted: 02 Aug, '22 Comments: 0
Done

Copy EDS data record into new data record and then use this function also across companies

There should be a way to copy an EDS record to a new code within the company, but also the function to copy an existing record to another company. This would greatly ...
Suggested by: Bernhard Rahn (26 Apr, '22) Upvoted: 26 Apr, '22 Comments: 0
Done