New
“Once a month” trigger. Automations now have a trigger that runs on a fixed day of the month (1st to 28th) for your workspace – independent of any single event.
“Export documents to accounting” action (Core plan and up). Enter your accountant’s email address and pick the document types (invoices including deposit and interim invoices, credit notes, quotes, delivery notes) – optionally with e-invoices. On the run date, your accountant receives an email with the period, the number of documents and a download link that is valid for 7 days. The package is the same as the export in the documents overview: an overview list as Excel, the PDFs and the XRechnung files. The email contains no amounts and no customer names. The action is included from the Core plan; the export in the documents overview stays available in every plan.
Test rule shows the count. With “Test rule” you can see in advance on which day the rule runs, which month it exports and how many documents would go into the package today – without anything being sent.