Global Search, One Counterparty Directory, and Romanian E-Invoicing (23 Sep – 21 Oct 2026)

Knowledge base

• A new global search finds people, departments, contracts, budgets, assets and settings pages from one search box, for every user, limited to what their role can open.

  Budgets

• Clients and suppliers now share one counterparty directory. Open a full record from the counterparty name on any invoice or transaction, add the supplier role to an existing client, and get a duplicate check before creating a new one. The tax ID lookup fills in the country, address and bank accounts, and Flowtly warns when a bank account already sits on another counterparty.

  Invoices

• Romanian e-invoicing: authorise each Romanian company with ANAF from settings, sync its supplier invoices, and see when the last sync ran. Romanian VAT rates, including 21%, and the BNR EUR/RON reference rate are available too.

  E-Invoicing

• Timesheet exports can be reviewed and adjusted before you download them, with a live preview of the structure, an XLSX option next to PDF and CSV, optional cost per project, and a list of previous exports marked Exported or Adjusted. Your export settings are remembered.

  Time Tracking

• Accounting exports: a new WAPRO Fakir text export. The Optima export now carries GTU codes, cash accounting, split payment and the KSeF number, can include correction invoices, holds back documents whose totals do not reconcile, and shows its warnings on the export page. Optima counterparty acronyms can be imported from a file.

  E-Invoicing

• Resource planning: add a person to a project and plan their hours day by day, with a date range and weekday pattern. Compare selected people side by side, move bookings to other weeks, switch to a money view under a project filter, and give someone read-only access to the schedule.

  Property Booking Process

• Set-offs: declare one straight from a payment reminder, see every set-off on an invoice and revoke one. A new Not chased tab lists overdue invoices that reminders do not cover, and an invoice delivered outside Flowtly can be recorded as sent, and undone.

  Invoices

• Payment differences: an invoice paid slightly over or under can be accepted within a 3% default tolerance, with a required reason and a record of who accepted it. The payment ring on every invoice now explains what it counted.

  Invoices

• Leave: take overtime back to the minute, see overtime accrual on the employee's leave tab, attach a supporting document to an absence, and let the approver choose which leave type an approval grants. Carry-over can be switched on and given an expiry date per contract type, and one person's leave history exports to CSV.

  Creating a Holiday Request

• Client, project, contract and counterparty records now save each field as you edit it, with no Save button. The last change can be undone for 8 seconds, and a refused save says so on the field.

  Budgets

• Property reporting: rent per m² per tenant, with a trend line, tenant comparison, a month and year switch, and a check against the property manager's CSV or XLSX sheet. Tenant turnover gets a month by tenant entry grid that flags missing figures, and buildings show their common area.

  Property Booking Process

• Dashboard: admins choose the default widgets and people add the rest. New Days off and Time off requests widgets, a redesigned Unavailable today list, and widgets can be hidden on a phone. The finance dashboard filters by project and shows income per client.

  Creating a Holiday Request

• Invoice approval: see who an invoice will go to before you submit it, and the approver can set its project and contract from the approval panel. Flowtly warns when a tag owner cannot approve.

  Invoices

• Tasks: several assignees per task, custom fields you can filter on, a rich-text description, a checklist, comments, coloured statuses and an open or closed filter.

  Tasks

• Bank statements are grouped by bank and day, with missing days marked. Refused statement uploads are listed with their reason, transactions and incoming invoices have previous and next navigation and one docked file preview, and SGB co-operative bank statements import correctly. A PLN transfer basket can be exported for SGB24.

  Invoices

• Reservations: a Timeline view across every resource type, edit a booking in place instead of cancelling and rebooking, bulk-cancel selected bookings, and pick resources from a searchable list that shows free ones first. An absence type can release the person's parking spot.

  Creating a Holiday Request

• Flowtly Assistant can set up a new organisation in conversation, filling company details from the official register and switching on KSeF, and answers signed-in users with their own workspace in view.

  E-Invoicing

• Notifications: an admin can pause a channel for the whole organisation, or pause notifications until a date, and everyone sees it. The email history says why a notification did not arrive, and the audit log shows which setting changed, from what, to what.

  Administration