Brugervejledning

Konsolideret Visning

Bank

Udlæg og kvitteringer

Købsfakturaer

Salgsfakturaer

Indstillinger

Consolidated View

Bank (EN)

Expenses (EN)

Purchase invoice (EN)

Sales (EN)

Settings (EN)

Release notes (August 2026)

Opsætning af EAN fakturering

My documents

Banking

Settings (NEW UI)

Setup

Purchase

Sales (NEW UI)

Release notes (August 2026)

New release (26.06) - August 03, 2026 (Build Core: XXXXX)

New features

Apaleo Integration
The Apaleo integration has been expanded, broadening 2Click's PMS connectivity.
Consolidated View
You can now work across different entities in a single view. The existing structure and behaviour are preserved, so it stays easy to use.
Read more about what Consolidated View is HERE, and how it works for BANK, EXPENSES, and PURCHASE INVOICES.
Smarter Payment-Details Flagging
Payment details are now only flagged when they have changed since the last posted invoice, reducing unnecessary alerts.
Direct Link in Approval Notifications
Approval notifications now include a direct link to the invoice or expense that requires approval.
Edit Accounting Details on PO Match
When using PO match, it is now possible to edit the accounting details.
Apply Accounting to All Lines
It is now possible to apply accounting rules to all lines at once. This is useful for invoices with many lines that must be coded the same way.
Read more about how it works in RECEIVED INVOICES.
Set Bank Accounts to apply for specific Currencies.
It is possible in the bank account setup to set specific currencies that desired bank accounts will apply for. This is relevant when using the Consolidated view.
Read more about how it works in BANK ACCOUNT SETUP.
View-Only Access to Approval Payments
Users can now open the Approval payment page without permission to approve or act on payments - for viewing only.
Read more about how it works in BANK ACCOUNT SETUP.
User Setup Moved
User setup is now accessed from the user menu in the sidebar instead of the Settings module.
Read more about how it works in USER SETUP (PROFILE)

Improvements

Reconciliation — Reconciliation has been improved.
Cross-Company Approval — Cross-company approval in the Purchase module has been improved.
Approval Rules — Approval rules have been improved.

Bug fixes

General Bug Fixes — Various general bug fixes and stability improvements across the system.

New release (Q2.26) - May 19, 2026 (Build Core: XXXXX)

Bank

• Bank of America Integration
Bank of America is now a supported bank integration, allowing direct connection for payment processing in 2Click.

• OTP for Bank Mandate Setup
One-time password (OTP) verification is now required when setting up a bank mandate. The OTP pop-up will appear to confirm identity, but leaving a comment is optional.

• Payment Batch Status Tracking
Users who create payment batches can now follow up and monitor the status of their batches directly in the system.

• Download Filtered Payment Lists
Approvers can now download filtered payment lists for reconciliation and reporting purposes.
Read more about it in CREATE PAYMENTS

• Approver Access Control
Approvers now only have access to the invoices they are authorised to approve, ensuring proper segregation of duties.

Purchase Invoice

• Bulk Invoice Approval
It is now possible to select multiple invoices at once to approve, apply shared comments, or perform bulk corrections, significantly reducing manual effort.
Read more about it in APPROVE INVOICES

• My Archive
A personal archive view has been added, allowing users to access their own previously processed invoices.
Read more about it in APPROVE INVOICES

• Enhanced Search and Filtering
Improved search and filtering capabilities have been added across the Purchase Invoice module allowing filtering based on standard data and dimensions.
Read more about it in RECEIVED INVOICES, APPROVE INVOICES, ARCHIVE and STATUS

• Customisable Table Views
Users can now manage and personalise which columns and information are displayed in the table views across Received Invoices, Approval, Archive, and Status pages.
Read more about it in RECEIVED INVOICES, APPROVE INVOICES, ARCHIVE and STATUS

• Simplified E-Invoice Accounting Lines
All individual accounting lines on e-invoices are now consolidated into a single line, simplifying the accounting process and reducing clutter.

• US Tax Setup Support
The system now supports US companies with their local tax setup requirements.

• Payment Bundling Control
It is now possible to disable the bundling of payments. This can be configured globally for all vendors under Bank Settings, or individually per vendor under the Vendor Setup, allowing targeted control for specific vendors.
Read more about it in VENDOR SETUP (vendor setting) & BANK SETTINGS (global setting)

Settings

• Non-Admin User & Approval Setup
Non-admin users can now be granted permission to create users and configure approval setups, reducing dependency on system administrators.
Read more about it in USERS

• Super User Capabilities
Super users can now create users, approval groups, approval flows, and approval rules directly within the system.
Read more about it in USERS

• Admin: Change User Email
Administrators can now change the email address associated with any user account.
Read more about it in USERS

• Admin: Change OTP Phone Number
Administrators can now change or set the OTP phone number on any user account.

New release (Q2.26) - May 19, 2026 (Build Core: XXXXX)

New features

Bank

• Bank of America Integration
Bank of America is now a supported bank integration, allowing direct connection for payment processing in 2Click.

• Payment Batch Status Tracking
Users who create payment batches can now follow up and monitor the status of their batches directly in the system.

• Download Filtered Payment Lists
Approvers can now download filtered payment lists for reconciliation and reporting purposes.
Read more about it in CREATE PAYMENTS

• Approver Access Control
Approvers now only have access to the invoices they are authorised to approve, ensuring proper segregation of duties.

Purchase Invoice

• My Archive
A personal archive view has been added, allowing users to access their own previously processed invoices.
Read more about it in APPROVE INVOICES

• Simplified E-Invoice Accounting Lines
All individual accounting lines on e-invoices are now consolidated into a single line, simplifying the accounting process and reducing clutter.

• US Tax Setup Support
The system now supports US companies with their local tax setup requirements.

Settings

• Super User Capabilities
Super users can now create users, approval groups, approval flows, and approval rules directly within the system.
Read more about it in USERS

• Admin: Change User Email
Administrators can now change the email address associated with any user account.
Read more about it in USERS

• Admin: Change OTP Phone Number
Administrators can now change or set the OTP phone number on any user account.
Read more about it in USERS

Improvements

General

• Auto-populate Description Text
Description fields are now automatically populated based on the company country code and property dimension (e.g. IT Verso). When adding multiple lines, the description is suggested on all lines automatically.

• Payment File Export Enhancement
The payment file exported from Create Payments now includes the property code and GL code for every invoice and supplier line.

Login

• SIMTEQ Own Login
SIMTEQ now supports its own native login method. Previously, only Microsoft login was available. Users can now log in directly with their SIMTEQ credentials.

Bug Fixes

• General Bug Fixes
A number of general bugs have been resolved across the system to improve overall stability and reliability.

☹️ 😐 😃

Send us your feedback

New release (Q1.26) - March 04, 2026 (Build Core: XXXXX)

New Features

Bank

• New Bank Integrations
We continuously grow our support for various banks across the world. Citibank and ING are now supported, allowing you to connect these banks directly to the system and manage payments more efficiently.

• Purpose Codes for Nordic Bank Payments
Purpose codes can now be added when making payments from Swedish and Norwegian bank accounts, helping ensure compliance with local banking requirements.
Read more about it in CREATE PAYMENTS

• Export and Import of Open Payments
You can now export open entries awaiting payment to Excel, plan and modify your payment runs, and import them back to execute the payments. During import, you can filter payments, adjust payment dates, paid amount, and messages to the receivers.
Read more about it in CREATE PAYMENTS

• Export payment archive
We support exporting the entire payment archive to Excel.
Read more about it in PAYMENT ARCHIVE

Purchase Invoice

• Automatic Invoice Approval
Approval workflows can now be automated based on G/L accounts and/or dimensions, reducing manual approval work and speeding up the invoice approval process.
Read more about it in APPROVAL RULES

• Comments and Supporting Documents in Invoice Approval Flow
Users can now add comments and attach supporting documents while a purchase invoice is awaiting approval, improving collaboration and transparency during the approval process.
Read more about it in APPROVE INVOICES

Improvements

Bank

• Improved Payment and Bank Handling
Payment handling has been enhanced with editable payment dates, better keyboard navigation in bank clearing, and clearer handling of rejected payments.

• Improved Access Control
On top of the existing mandate control for users, you can now also set access for general accounting access to each bank account individually.

Purchase Invoice

• Improved Invoice Search
Received invoices can now be searched using the sender’s email address in the log of comments.

Sales Invoice

• Enhanced Sales Invoice Functionality
Sales invoices now support an adjustable posting date, the ability to attach supporting documents during creation, and a customizable footer on invoice PDFs.

2Click General

• German Language Support
2Click is now available in German. Both the user interface and sales invoices can now be used and generated in German.

• Improved Notifications with Company Context
Notifications now link directly to the relevant company, making it easier to navigate when working across multiple entities.

Bug Fixes

• General Stability Improvements
This release includes several fixes across Bank, Sales Invoice, Purchase Invoice, Expense, and PMS modules to improve overall stability and reliability.

☹️ 😐 😃

Send us your feedback

New release (Q4.25) - November 15, 2025 (Build Core: XXXXX)

We are constantly working to improve the 2Click Accounting experience, here you get an overview of updates and releases:

💳 Bank Module: Smarter Reconciliation and Enhanced Automation

• Payment Date – Bulk Update
It is now possible to set a unified payment date across multiple selected payments.
Read more about it in CREATE PAYMENTS

• Payment Batch Preview
Gain full visibility into your payment batch before it's created - ensuring better control and quality assurance.
Read more about it in CREATE PAYMENTS

• Cash Discount – Payment & Reconciliation
Support for handling cash discounts directly at the time of payment, including automatic reconciliation of the discounted amount.
Read more about it is used in CREATE PAYMENTS, how it is set up in BANK SETTINGS, and how to add it to a vendor in VENDOR SETUP

• Improved Batch Payout Reconciliation
Stronger matching against PSPs and payment advice files – reducing manual work and increasing accuracy.

• Payment Advice Reconciliation
Automatic matching of payment advice against Opera transactions.

• Enhanced Matching Logic for Bank Reconciliation
More precise matching – including support for FIK codes and invoice numbers with prefixes.
Read more about it in BANK RECONCILIATION.

• Extended EBICS Support
Automatic handling of VOP (corporate payment orders) and increased security on bank transfers – including improved support for account transfers across different banks via the EBICS framework.

🧾 Invoice Module: Greater Flexibility and Sharper OCR Reading

• Intercompany Invoice Transfer
Easily move invoices between entities with just a few clicks.
Read more about it in RECEIVED INVOICES.

• Supporting Documents on Invoices
Attach supplementary documents directly to the comment page of the invoice – improving documentation and transparency.
Read more about it in RECEIVED INVOICES.

• Improved OCR Reading with AI
OCR now reads all words and values on invoices and processes them via AI analysis.
⚠️ Note: If you’d like this feature activated for your company, please contact our support team – we’ll make sure everything is set up for you.
Read more about it in RECEIVED INVOICES.

• Enhanced OCR Line Item Recognition
More accurate detection and capture of line items on invoices.
Read more about the global setting in PURCHASE SETTINGS and the vendor-specific setting in VENDOR SETUP.

📑 Expenses

• Minor Fixes
Several small improvements and stability updates for a smoother and more reliable experience.

☹️ 😐 😃

Send us your feedback

New release (Q3.25) - October 09, 2025 (Build Core: 20641)

We are constantly working to improve the 2Click Accounting experience, here you get an overview of updates and releases:

New

Purchase Invoice (Beta)

🤖 AI-based line reading can now be activated under Settings in Purchase Invoices - either for all vendors or for a specific vendor.
Read more about the global setting in PURCHASE SETTINGS and the vendor-specific setting in VENDOR SETUP.
⚙️ Line posting rules can be created automatically and applied when processing purchase invoices.
Read more about the global setting in PURCHASE SETTINGS and the vendor-specific setting in VENDOR SETUP.
📑 Vendor setup for posting rules has been moved to the “Item Accounting” tab.
Read more about it in VENDOR SETUP.

OCR - New features

🏷️ You can now assign a vendor directly using the vendor number.
Read more about it in VENDOR SETUP.
🔍 A new vendor identification field improves accuracy. This field is linked to “OCR identification” in the vendor setup.
Read more about the setup of it in VENDOR SETUP and the way it works in OCR-TEMPLATE.
🛣️ OCR route can be used to identify the posting rule that has been configured.
Read more about the setup of it in VENDOR SETUP and the way it works in OCR-TEMPLATE.

Bank (module)

🏦 Bank clearing now supports upload and auto-match based on payment advice.
Read more about it in BANK RECONCILIATION.
⬆️ When uploading, the system processes the file and shows payments that match open entries.
Read more about it in BANK RECONCILIATION.
👩💼 Accountants can access bank clearing setup by enabling “Settings” under user setup.
Read more about it in USERS.

Approvals

✅ It is now possible to set amount limits for individual steps in the approval flow.
Read more about it in APPROVAL SETUP.
🔄 Approvals can be routed based on dimensions, projects, and/or project managers (requires an update of the BC app).
Read more about it in APPROVAL SETUP.

New release (Q1.25) - Juli 08, 2025 (Build Core: 18986)

We are constantly working to improve the 2Click Accounting experience, here you get an overview of updates and release

New

✅ Notification Center – Stay informed with alerts when documents are received or approved
✅ Partial Payments – Support for partial payments and automatic reconciliation
✅ New Payment Types – Now supporting Norwegian and Swedish payment formats

Pre-release (beta)

✅ OCR 3.0 (Click here and read more)
- New way to manage OCR:
  - Default Value
    The system's suggested value based on the highest confidence score.
  - OCR Values
    All values identified by the OCR system in the document. Select from this list if the correct value is found.
  - Fixed Value
    Enter a specific value that should always be used, regardless of the invoice content.
  - Blank Value
    Leaves the field empty and does not populate any value.
  - Crop Value
    Used when the OCR system has not identified the correct value. This allows you to manually crop a specific area on the invoice to extract the value.

Bugfixes

✅ Bug Fixes and Improvements
✅ E-invoicing Enhancements – Send e-invoices with PDFs via 2CA

Functionality description and use

📬 Notification Center

The notification center provides an overview of all statuses, allowing you to receive updates via notifications (requires the app) or email.
By default, all notifications are turned off, so you will need to enable those that are relevant to your role.

To do this:

Go to “Settings”
Select “User Preferences”
Enable the desired notifications (they are active when the toggle is green), and remember to save.

💰 Partial Payments

Partial payments can be made by entering the amount you wish to pay when creating a payment in the Bank module.
This functionality must be enabled if you want to allow partial payments. You can enable this function by clicking on Bank, then Settings.

💳 New Payment Types

New payment types will be available when posting purchase invoices and when creating and processing payments for Swedish and Norwegian companies.

🧾 Credit Memos in the Payment overview

All open entries that are due for payment, including those related to credit memos, will appear in the payment overview.
To include a credit memo in a payment, the related invoice must be larger than the credit memo for that particular vendor.
This requires enabling a setting in the Bank module (by clicking on Bank, then Settings) that allows invoices and credit memos to be offset when creating payments.

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New release (Birchstreet) - December 03, 2024 (Build Core: 15753)

We are constantly working to improve the 2Click Accounting experience, here you get an overview of updates and release.

New

Purchase invoice
- Setting: Tolerance setup for Purchase Order matching

Pre-release (beta)

Expense
- New way to manage travel expenses with the 2CA Expense app:
  - Quick and simple bookkeeping: Capture receipts directly in the app with a photo.
  - Automated data extraction: Key details are identified and auto-filled by the app.
  - Effortless submission: Approve and send your expenses with few clicks.
  - Available across all platforms: Download now on the App Store or Google Play.

Bugfixes

Bugfixes

OCR related fixes
Minor expense fixes

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Release 2024-01 - November 21, 2024 (Build: 15583)

New

Bank (Modul)

Dimensions configuration is now available.
Extended search functionality, including the ability to search by amount.

Purchase invoice (Modul)
- New functionality for configuring payment methods.

Pre-release (beta)

Expense (Modul)
- New way to manage travel expenses with the 2CA Expense app:
  - Quick and simple bookkeeping: Capture receipts directly in the app with a photo.
  - Automated data extraction: Key details are identified and auto-filled by the app.
  - Effortless submission: Approve and send your expenses with few clicks.
  - Available across all platforms: Download now on the App Store or Google Play.
- Integration with AirPlus: Integration between AirPlus in the bank and Expense.

Bugfixes

Frontend (UI) & bugfixes

Simplified setup process: Streamlined configuration for companies, users, and roles.
Improved translation accuracy: Enhanced English/Danish translation consistency throughout the application.
Bug fixes: Addressed several issues for better stability and performance.
Optimized user experience: Improved usability in the setup process for the Purchase Invoice module.
Improved bank integration setup: Focused on enhancing user experience in the Bank module.
Minor UI adjustments: Small user interface tweaks for an improved overall experience.

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Improvements - October 21, 2024 (Build: 14852)

New

Update payment creditor (Country logic)
Improvement in loading invoice

Pre-release (beta)

None

Bugfixes

Missing vendor payment details (vendor setup)

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