Advanced capabilities
E-invoices, receivables, HR, MCP, and edge cases.
E-invoices
Receive and process structured e-invoices.
Accounts receivable
Receivables capabilities (roadmap and current scope).
Customer payment terms and due dates
Customer payment terms that prefill receivable due dates.
Invoice number template
Configure receivable invoice number templates in Settings.
Outbound ZUGFeRD e-invoice on issue
Generate ZUGFeRD / EN 16931 e-invoices when issuing receivables.
Customer tags
Tag AR customers and route workflows with customer tags.
Customer open balance and invoice activity
Customer open balance and invoice activity on AR customers.
Forward payable to receivable
Forward a payable into one or more receivable drafts with allocation.
HR and timesheets
Timesheet-related flows where available.
Payment advice: Sync to WeClapp (allocation write-back)
Sync payment advice allocations to WeClapp with retry controls.
Multi-customer payment advice sync to WeClapp
Sync payment advice allocations to WeClapp when one bank inflow covers multiple customers.
Payment advice workspace: Preview, Emails, Activity
Payment advice workspace: Preview, Emails, and Activity.
Payment advice: Search in CRM and HubSpot import filters
Search payment advices in CRM and configure HubSpot import filters.
Payment advice: auto-settle when WeClapp already paid
Auto-settle payment advice when WeClapp already shows paid.
Payment advice: soft-delete and CRM re-sync
Soft-delete payment advices and re-sync from CRM search.
Paid invoice to payment advice and banking links
Open payment advice and bank links from paid receivable invoices.
Open items and payment write-back staging
Stage open-item payments and write back to WeClapp when linked.
MCP server
Ask Cortena from ChatGPT or Claude via MCP.
DATEV trial balance and posting history via MCP
Query DATEV trial balance and accounting postings via Cortena MCP.