SIMA Finance - Version history
SIMA Finance - Version history
What's new in SIMA version 26.04.16! New features
🚩Portugal and Peru Market
1. Postcode in Transport Guides
We have enhanced the transportation guides module to include the definition of postal codes for both origin and destination addresses.
Please note that for the Portuguese market, postal codes must strictly follow the "0000-000" format; adhering to this specific structure is mandatory to ensure seamless validation and successful transmission of the transportation guide to the Tax Authority, preventing any processing errors or compliance issues.
What's new in SIMA version 25.12.11! New features
🚩Canary Market
1. Adaptation to Electronic Invoicing (DIR3)
Due to the imminent implementation of mandatory Electronic Invoicing in Spain, it is essential that invoices addressed to Public Bodies, and subsequently sent to the Tax Agency (Agencia Tributaria), contain the information from the Entity Directory (DIR3). These codes are key to ensuring that the invoice can be identified, processed, and ultimately paid by the relevant Public Administration body.
To simplify and automate this process, SIMA incorporates the management of DIR3 codes starting from this version.
How does the DIR3 integration work in SIMA?
- Code Association: SIMA allows you to associate the following DIR3 codes directly with each section of a third party (client):
- Accounting Office (Oficina Contable): Identifies the unit responsible for accounting.
- Managing Body (Órgano Gestor): Identifies the unit that orders and manages the expenditure.
- Processing Unit (Unidad Tramitadora): Identifies the unit that processes the invoice.
- Automatic Generation: Once associated, when an electronic invoice is issued to that specific third-party section, SIMA will automatically include these DIR3 codes in the invoice's XML file, ensuring that the submission to the Tax Agency complies with all legal requirements.
What's new in SIMA version 25.11.27! New features 🚩Portugal Market
1. Inclusion of all transport guides in SAFT
The monthly SAFT file generation process has been modified so that, from this version onwards, all transport guides will be included, regardless of whether they have a tax agency code.
Sometimes, due to a connection problem or other issue, the system is unable to resolve the code requested from the Tax Agency. Until now, these guides were not included in the SAFT, but regulations require them to be.
The system will notify the user when generating the SAFT, allowing them to cancel the process and take action on these guides if any Transport Guides are found in this circumstance. There are two ways to proceed:
- Enter the AT code manually
- Cancel the guide.
What's new in SIMA version 25.06.26! New features 🚩Portugal Market
1. Flexible Origin and Destination Addresses in Transport Guides
We have made important updates to the address management within the Transport Guides in SIMA Desktop. Now, you have much greater control over both the origin and destination addresses.
Customisation of the Origin Address
Previously, the origin address on any waybill was automatically set as your company's fiscal address and it was not possible to modify it. With this new version of SIMA Desktop, it is now possible to freely modify this address. This means that you can set the origin address you need for your waybills.
Set the Destination Address with Total Freedom
In previous versions, the system only allowed you to select destination addresses that were already associated with the third party you had chosen. From now on, you can set the destination address freely, regardless of its association with a specific third party.
What's new in version SIMA 24.07.25!
New features
🚩 Canary Market
1. The validation of NIF/NIE has been updated to accept the new initial letters for temporary NIFs:
>- K: Minors under 14 years old, Spanish residents in Spain
- L: Spanish non-residents of any age, not required to have a DNI
- M: Foreigners without an NIE
What's new in version SIMA 24.06.27!
New features
🚩 Portugal Market
1. Financial Reports
There are two new columns in the Financial company and Importer financial importer reports. The new columns are the brand name and the financial company name, which you can group, order and filter out.
What's new in version SIMA 24.06.13!
🚩 Portugal Market
1. New fields in the data model of all document-type reports
All document-type reports have two new fields in the data related to customers: AccountingCode: Identification of the customer in the accounting system. AccountingBranchCode: Identification of the branch of the customer in the accounting system.
What's new in version SIMA 24.04.18!
New features
1. Shipment history to accounting
In the “Pending Events” report, the events of the type "Inventory Operations" have now been added, if they exist.
What's new in version SIMA 24.03.07!
New features
Third parties extended information is now available whether the customer API is active or not. Therefore, the user is now able to add, modify or remove links from a third party.
🚩 Peru Market
The address section of the third party file now shows the department without the user having to change their operations. The address with the department is copied into the documents. This new functionality only applies to a new address or when the address is edited.
What's new in version SIMA 23.12.28!
New features
1. Transaction Object Name Length
The length of the name of a transaction object can be set to one hundred characters.
🚩 Portugal Market
1. Configuration of Document platform
We have created a new configuration parameter called ‘Tipo de plataforma de factura electrónica’ having the 422 Id. This parameter sets whether the electronic invoices are sent to Saphety, FileNet or both platforms. By default, if there’s no value configured by a third party, the electronic invoice is sent to the company’s configured platform (For Hyundai, Honda and Nissan is Saphety. On the other hand, Toyota uses FileNet).
What's new in version SIMA 23.11.30!
New features
1. Debt manager of the document
SIMA automatically sets the alternative third party if the means of payment has defined one. Previously, it had to be set manually.
What's new in version SIMA 23.06.15!
New features
1. Login available in different languages
We have added some texts and messages that were not displayed in the user's language.
🚩 Peru Market
1. Weight of parts in transport guide when accessory code is 17 characters long
We have resolved a problem with the weight to be included in the transport guide. If an accessory had 17 characters, the system would manage it as a vehicle and the system would not include the weight.
What's new in version SIMA 23.04.20!
🚩 Peru Market
1. Calculation of the deduction
The calculation of this tax has been modified in two ways:
1.- It is possible to send SUNAT the specific code required by the Tax Agency, depending on the transaction object associated with the invoice lines. Before this change, the code '020' was always sent. It should be noted that it is not possible to define this configuration by SIMA Dektop, as no graphical interface has been implemented to allow it to be edited by the user.
2.- If the amount contains decimals, it will be rounded according to the legislation.
What's new in version SIMA 23.03.09!
New features
1. Change log for third parties and potential customers
In some scenarios, SIMA Desktop is not the only application that changes the information about third parties and potential customers. A new column has been added to the change log to identify the source of the information change.
🚩 Peru Market
1. From the shipment history screen, we can review the history of transport guides.
We can filter between start date and end date to narrow down the data to be displayed.
The actions available on a record are to view the request file and the response from the intermediary software. We can also resend a request that its status is not correct.
What's new in version SIMA 23.01.26!
New features
1. Weight in Transport Guides
We add a new column on every item added to the transport guide which shows the weight. This information will show the weight for each item added. This information will also depend on the module. Thus for vehicles the system will return the weight of the vehicle not from the product catalog because each vehicle has its own weight. In the Parts module this weight will be informed from the parts product catalog.
🚩 Peru Market
1. Total weight calculated in Transport Guides
The system will calculate the total weight as the sum of the different weights for every line added to the transport guide.
As some items could not have the weight defined, the user will be able to modify the total weight which is provided to the SUNAT. For that reason, the system will have some special checks when any of next situations happen:
What's new in version SIMA 23.01.12!
New features
🚩 Portugal Market
1. Documentary Series - ATCUD Code
SIMA shows the ATCUD Code if the documentary series is signed electronically. This code is called “External Identifier” and is displayed in the edit screen and in a new column of the follow-up form.
What's new in version SIMA 22.12.29!
🚩 Peru Market
1. Printing referral guides
SIMA is able to download the printed representation generated by TCI and display it to the user. A new button Print is showed from this version to do this action.
What's new in version SIMA 22.11.03!
1. New features
1.1 Multiple forwarding of electronic invoices
It is now possible to resend multiple electronic invoices from the Sending history tool. This allows us to massively resend invoices by means of a selection check in the results grid.
The Electronic Invoicing is located in the path: [Administration Module -> Administrative Tools Tab -> Administrative Tools Sections -> History of Events].
What's new in version SIMA 22.09.22!
1. New features
1.1 History of Changes for Dataphones
Now from the Dataphones Maintenance the user can see the history of changes that have been produced in the dataphones. Any change will generate an audit record.
The Dataphones Maintenance is located in the path: [Administration Module -> Treasury Tab -> Treasury Section -> Maintenance Option -> Dataphones].
What's new in version SIMA 22.08.25!
1. New features
1.1 Third Parties and Lead Customers
The event creation functionality has been removed from the Third Party and Lead Customer cards as it was not being used and was not operational.
🚩 1. Canary Market
1.1 Workshop cost reconciliation report
In the Workshop Cost Reconciliation Report we have established a control in the range of start and end dates so that they do not exceed one month.
The Workshop Cost Reconciliation Report is located in the path: [Administration Module -> Reports Tab -> Reports Section -> Dynamic Reports Option -> Workshop Costs report].
What's new in version SIMA 22.07.14!
1. New features
1.1 Division Management
Some malfunctions in Division Management have been corrected. The most important fixes were:
- Being able to modify the settings
- Changes in the user interface
- Ability to delete unused divisions
- General improvements in the editing of splits
The Division Management is located in the path: [Administration Module -> Administrative Tools Tab -> Administrative Tools Sections -> Divisions Option].
1.2 Bank accounts associated with the financial conditions
If the Treasury Module is locked by configuration, SIMA no longer requires the definition of bank accounts for the following means of collection / payment:
- Direct debits
- Transfers
The Treasury Module can be locked in the next path: [Administration Module -> Administrative Tools Tab -> Administrative Tools Sections -> Settings Option -> Treasury Tab].
What's new in version SIMA 22.06.30!
1. New features
1.1 Report of non-cancelled provisions
The Package field has been added to the Report of non-cancelled provisions in order to show the name of the package of services on the invoice, if any.
The Report is located in the path: [Administration Module -> Reports Tab -> Reports Section -> Invoicing Option -> Submenu General].
🚩 2. Hungary Market
2.1 Information sent to the accounting system
A new TaxDate field has been added in the header of the documents that are sent in the business events that SIMA sends to the financial system.
The use for this new date is related to the date that the company can deduct the taxes, in some markets it is not always the document date or accounting date, it applies normally in received invoices.
What's new in version SIMA 22.05.05!
1. New features
1.1 Third Parties - Selection of Fiscal Identifications
The Tax ID code and description are now displayed in the Tax ID drop-down list when creating or editing a third party.
1.2 Transaction Objects
In the Management of Transaction Objects, a different parameterization can be defined for each main branch of TOs, which by SIMA's business definition are 3:
- Goods (1)
- Services and Supplies (2)
- Taxes (3)
The Transaction Objects Management is located in the path: [Administration Module -> Administrative Tools Tab -> Administrative Tools Section -> Transaction Objects Option -> Maintenance Submenu].
🚩 2. Hungary Market
2.1 Third Parties
🔹 Tax ID
For the Hungary Market, the TIN tax identification has been added, both in the case of Individuals and Legal Entities.
This tax identification is mandatory for the creation of the third party and must be valid.
🔹 Addresses
SIMA now supports address generation for the country of Hungary.
The counties and cities of the country have been added.