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    Tradeshift Spring 2025 Payment Automation Release Notes

    245 0 Created on 2025-03-17 13:10:13; Last updated on 2025-03-25 10:44:26


    Tradeshift Spring 2025 Payment Automation New Features and Enhancements List


    AI-powered assistant


    AskAda for Sellers


    AskAda for Sellers is an AI-powered digital assistant available in the Tradeshift platform for sellers that pay a subscription, with the role of answering support questions about the platform's functionality, and is optimized to help sellers onboard more effectively.


    Tradeshift App: AskAda

    Audience: Sellers

    End Users: All users on seller accounts with a paid subscription

    Availability: Available now, no configuration required


    Accounts Payable Automation

    Record username for actions on team-assigned invoice tasks

    Tradeshift now tracks individual actions on team-assigned invoice tasks, improving transparency:

    • Records who specifically approved or reassigned a task

    • Displays this information in the document collaboration conversation

    • Ensures clearer audit trails for invoice task handling.


    Tradeshift App: Collaboration

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Record user name for Document Status changes

    The collaboration service can now fetch the exact time and user (name/email) when a document status change is triggered via the Invoice WebUI approval workflow. This information is displayed in the document collaboration conversation panel, providing a complete view of the document's action chain.


    Tradeshift App: Collaboration

    Audience: Seller, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Filter column to stay closed or reduced in Task Manager and Document Manager

    Both Document Manager and Task Manager now open with the Filter navigation area collapsed, so that:

    • The filter area only expands when necessary.

    • More screen real estate is available by default, improving visibility of other columns.

    • User experience is enhanced by reducing unnecessary clutter.


    Tradeshift App: Document Manager, Task Manager

    Audience: Seller, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Task on hold information added to Data Lake

    Task Manager now publishes "on hold" events to the Data Lake, enabling you to:

    • Gain better visibility into task progress and delays.

    • Enhance reporting on task and assignment statuses.

    • Improve data consistency for more accurate reporting and analysis.


    Tradeshift App: Task Manager

    Audience: Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Invoiced and receipted balance in Document Manager

    Document Manager now displays invoiced and receipted balances for Purchase Orders and Order Changes, allowing you to:

    • Gain better visibility into financial balances.

    • Track invoiced and receipted amounts more efficiently.

    • Improve transparency in order management.


    Tradeshift App: Document Manager

    Audience: Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Accounting System ID for sent POs in Document Manager

    The Document Manager now displays the Accounting System ID (ASID) for sent Purchase Orders, providing:

    • The ability to correlate invoices with ASID with sent POs and aggregate them in ASID reports.

    • Improved navigation and reporting within the Document Manager.

    • A completed ASID display feature which now includes invoices, received POs and sent POs

    • The feature is available for any new PO after Oct 21st 2024.


    Tradeshift App: Document Manager

    Audience: Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Invoice date validation based on relative month-end via BFR 2.0

    Invoice date fields can now be validated via BFR 2.0 within a customizable range relative to the month-end. This new feature is configured using the ‘relativeToEndOfMonth’ parameter, with the ‘from’ and ‘to’ values defining the invoice issue month range, offering greater flexibility in how dates are validated.


    Tradeshift App: BFR 2.0

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: Admins

    Availability: Available now, no configuration required


    Allow configuration or disabling of UI elements for ADA coding suggestions

    We’ve introduced the ability to configure or disable ADA coding suggestions for PO-based invoices, when copy coding from the PO is enabled. This ensures a cleaner, more efficient process:

    • Disable ADA coding suggestions for invoices where copy coding is enabled.

    • Flexibility in managing ADA coding suggestions based on user preferences or business needs.


    Tradeshift App: Invoice Viewer

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: Admins

    Availability: Available now, configuration required


    Document attachments UI improvement

    Document attachments are now displayed at the top of the document viewer to improve the user experience by making it easier to view and download supporting documents without scrolling to the bottom of the page.


    Tradeshift App: Invoice Viewer

    Audience: Seller, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available on demand starting with March 17th


    Preview invoice PDF and digital invoice side-by-side

    The document viewer now includes a "Preview PDF File" button for dispatched invoices and credit notes:

    • Allows users to view the invoice PDF layout alongside the digital invoice and credit note document on the same screen.

    • Keeps the operational side panel for the invoice and credit note document fixed at the top of the page, ensuring it remains accessible while viewing the PDF.

    • Enables AP users to compare the digital document and the PDF layout simultaneously, enhancing invoice coding, review, and approval efficiency.


    Tradeshift App: Invoice Viewer

    Audience: Seller, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available starting with March 17th


    Improved visibility for invoice line link to GR/CN lines

    In complex transactions where invoice lines are related to multiple GR or credit note document lines originating from the same PO line, AP users will now be able to clearly identify the direct linking relationship between these lines:

    • The current invoice line, direct linked GR line, and direct linked CN line are clearly displayed with an icon and descriptive tooltip.

    • This enhancement improves the efficiency of reviewing and approving invoices by making it easier to trace the linkage between transaction lines.


    Tradeshift App: Invoice Viewer

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available on demand starting with March 17th


    Default selection in “Country of delivery” field for Legal Entity selection 

    The default option in the "Country of Delivery" field has been renamed from "Not applicable" to "Please select," helping to:

    • Minimize seller confusion about the need to select a delivery country.

    • Reduce invalid invoices for Buyers that have legal entities configured


    Tradeshift App: Create Invoice 

    Audience: Sellers

    End Users: All users

    Availability: Available now, no configuration required


    CodingLineElement GUI configuration

    Users can now configure coding line elements directly through the UI:

    • Simplified setup and customization of coding elements, removing complexity from hidden logic and automation features like ADA coding suggestions and non-PO invoice coding.

    • Improved usability and transparency, allowing users to easily manage and control coding behavior.

    • Enhanced control over coding processes, offering a more intuitive and accessible configuration experience.


    Tradeshift App: Coding Configurator

    Audience: Buyers, Enterprise Customers

    End Users: Admins

    Availability: Available now, no configuration required


    Improved UI for Manual Coding List Selection

    The manual coding list selection process has been changed to provide a more user-friendly experience:

    • The coding list entry sort button is now highlighted for easier access.

    • Coding list entries are displayed in ascending order by default.

    • The five most recent search prompts are shown, with a tooltip to display long search text.


    Tradeshift App: Coding List

    Audience: Buyers, Enterprise Customers

    End Users: AP Coders

    Availability: Available now, no configuration required


    Multi-site ASID enrichment for Remit-To and Tax Representative address

    ASID (Accounting System ID) auto-enrichment has been expanded to cover multi-site seller addresses, beyond the previous limitation that only supported ASID mapping for the Ship-From address. With the new multi-site ASID enrichment for Remit-To and Tax Representative addresses, buyers will now:

    • Automatically receive a document enrichment task when an invoice from a seller with a new "Tax Representative" or "Remit To" address is received for the first time, prompting them to assign the seller’s ASID.

    • Have a corresponding ASID enrichment rule created that will automatically apply to future invoices with the same address, streamlining the process.


    Tradeshift App: Document Enrichment

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: Admins

    Availability: Available now, configuration required


    Extended refresh token endpoint support to external API

    The Tradeshift API now allows you to rotate the APIAccessToOwnAccount OAuth 1.0 token and token secret, in addition to the UI, enabling you to:

    • Manage token rotation systematically through API integrations.

    • Support client-side token expiration policies.

    • Enhance security and automate token management for API integrations.


    Tradeshift App: APIAccessToOwnAccount

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: Admin users

    Availability: Available now, no configuration required


    Datalake: integrated business audit trail events in the workflow execution event

    Document state change events are now included in the business audit trail, helping you to:

    • Gain better visibility into document state changes.

    • Improve compliance and traceability during workflow execution.

    • Extend auditing capabilities for more comprehensive workflow monitoring.


    Tradeshift App: Business audit service, Workflow service

    Audience: Buyers, Enterprise Customers

    End Users: Admins

    Availability: Available now, no configuration required


    Global e-Invoice compliance

    Product translation - Vietnamese

    The Tradeshift platform is now available in Vietnamese, allowing us to:

    • Improve accessibility for Vietnamese users.

    • Deliver a better user experience for a broader audience.


    Audience: Sellers, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required



    Singapore - Company Ownership

    For companies registered in Singapore under “Sole proprietorship” or “General partnership” no identifiers are required on invoices.


    Tradeshift App: Profile, Create Invoice

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Greece - “Series” field

    The Create app now has a default field for “Series” to ensure compliance with Greek regulations. The field is also displayed in the document viewer and has been added to Tradeshift canonical to be used for validation if required. 


    Tradeshift App: Create Invoice, View Invoice

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Greece - "Series" field in ScanIO

    Customers are now able to add, edit and view the Invoice Series number in ScanIO documents, allowing them to stay compliant in Greece.


    Tradeshift App: ScanIO

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    Tax Selector Updates

    The Tax Selector feature has been updated to reflect the latest tax changes in Indonesia, Slovakia, Germany and Egypt, improving accuracy and compliance by:

    • Displaying only relevant country-specific taxes when creating documents in the Web UI.

    • Helping integration teams ensure tax-related integrations remain up to date.


    Tradeshift App: Tax service

    Audience: Sellers, Buyers, Enterprise Customers

    Availability: Available now, no configuration required


    Keeping India current

    The following improvements were applied to Indian compliance features:

    • Sellers have the option to easily upload QR codes for their cleared documents.

    • Indian GSTIN now blocks CGST and SGST taxes if the seller and buyer are in different states.


    Audience: Sellers, Buyers, Enterprise Customers

    Availability: Available now, no configuration required


    Document search API update

    Customers are now able to use the Document Indexing and the Document Search API to find documents based on the OrderTypeCode value.


    Tradeshift App: Developer Center

    Audience: Sellers, Buyers, Enterprise Customers

    Availability: Available now, no configuration required


    IRN, POS, HSN/SAC clearance fields added in ScanIO

    Ensure better compliance with local tax regulations in India, with the ability to add, edit, and view India-specific fields such as IRN, POS, and HSN/SAC.


    Tradeshift App: ScanIO

    Audience: Sellers, Buyers, Enterprise Customers

    End Users: All users

    Availability: Available now, no configuration required


    B2B integration

    HTTP Gateway - revamped UI

    The HTTP Gateway now features a redesigned UI that allows you to:

    • Easily configure and call APIs in Babelway.

    • View API flows alongside their configuration for better readability.

    • Navigate properties stored under clearly organized tabs.

    • See real-time updates with a dynamic flow diagram.

    • Benefit from enhanced field validation to reduce runtime errors.


    Tradeshift App: Babelway

    Audience: Sellers, Buyers, Enterprise Customers

    Availability: Available now, no configuration required


    Gateway polling status

    The monitoring section now includes a dedicated tab for you to:

    • View the status of all polling gateways in a single place.

    • Track up/down changes with a full 90-day history.

    • Ability to trigger polling from the aside details panel.

    • Export the full list for reporting purposes.


    Tradeshift App: Babelway

    Audience: Sellers, Buyers, Enterprise Customers

    Availability: Available now, no configuration required


    Implicit OAuth1 calls in transformation

    Transformation mappings now support implicit OAuth1 tokens, enabling you to:

    • Use the stored OAuth1 token generated for each app account.

    • Deploy connectors seamlessly across environments without reconfiguring tokens.

    • Reduce errors and enhance security by eliminating manual token setup.

    • Avoid chaining channels to generate authentication data.


    Tradeshift App: Babelway

    Audience: Sellers, Buyers, Enterprise Customers

    Availability: Available now, no configuration required


    Optional "Do not re-submit" setting

    A new environment-level rule allows you to:

    • Prevent messages from being re-submitted by support on behalf of customers.

    • Give users full control over resubmissions while still receiving notifications.

    • Maintain flexibility by allowing support to override the rule when necessary.


    Tradeshift App: Babelway

    Audience: Sellers, Buyers, Enterprise Customers

    Availability: Available now, no configuration required


    Show notification ID in notification detail

    Notification details now include the notification ID, making it easier to:

    • Find and share a specific notification with colleagues or support.

    • Easily direct users to a particular notification or issue.

    • Search for notifications by ID directly in the grid.


    Tradeshift App: Babelway

    Audience: Sellers, Buyers, Enterprise Customers

    Availability: Available now, no configuration required





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