Profit 8 Transition Checklist

Process Builders · Masterclass

The Secrets of Profit 8

Everything that’s changing in Profit 8, all on one page. At the top, you’ll find what you need to sort out yourself before and after the transition. Below that is the full list of new features, organised by theme. Tick off what’s done; your ticks will remain visible in this browser.

Everything that’s new in Profit 8

The full list by theme. Click on a theme to see what’s changing, and decide what you’d like to tackle in your own community.

More possibilities in the new Report Generator

Copy/customise profit reports, add logos via corporate identity templates, QR codes/barcodes, watermarks. help ↗

Corporate identity can be used more widely

One central function (General / Layout / Corporate Identity); the standard corporate identity applies to both the new Report Generator and Pocket, with a separate logo for each employer and each payroll, for example for the payslip. help ↗

Printing new reports via Output Actions

New Report Generator now also available for documents (payslips, invoices, reminders). help ↗

Synchronisation with Microsoft Entra ID

Automatically synchronise user groups and users with Entra ID. help ↗

IPv6 support

For Profit, InSite, OutSite and connectors: IP restrictions for IPv6 can now be configured. help ↗

Pseudonymising the test environment

Test/acceptance environment with meaningful test data rather than privacy-sensitive data (Entrd DataFactory). help ↗

mTLS on connectors

Optional two-way TLS security via a certificate in the app connector. help ↗

Additional languages available

Profit, InSite, OutSite and Pocket are now also available in Spanish, Italian, Portuguese, Polish and Papiamento; they can also be used in reports, message templates and custom descriptions. Available as standard in Pocket, with no configuration required. help ↗

Webhooks in workflows

This will make AFAS truly the leading system and enable real-time integration (with other applications) help ↗

Question regarding closing Profit

Confirmation prompt when closing Profit. help ↗

Authorisation data sets for GetConnectors

Filter and menu authorisation by user or user group can be retrieved via GetConnectors. help ↗

Chat with Jonas in the workflow

Asking follow-up questions about the AI’s response within a workflow, using source documents as a basis. help ↗

Automatically populate workflow fields

From adding to fields to filling in fields. help ↗

From Jonas assignment to Jonas assistant

For each source document: the entire document or sections of it; additional file formats; improved performance. help ↗

Apply formatting to the Jonas assignment

Custom formatting bar; formatting gives certain elements extra weight in the assignment. help ↗

Profit Help as a resource for the Jonas assignment

All help texts can be used as a source for workflow analyses. help ↗

Automatically mapping fields in the import wizard

AI links import fields to Profit fields; just need to check them now. help ↗

Jonas Insight Extensions

Monitor all new AI functionality via General / Jonas / Jonas Insight. help ↗

Customise the display of news articles

Changing and filtering the names of views in the News menu. help ↗

Staff barcodes in Pocket

Display your personal barcode via Pocket; a separate tag is no longer required. help ↗

Speech task optimised

Instant summary after recording, searchable transcript, fast-forward playback. help ↗

Standard-InSite: master records

Maintenance-free standard master records based on best practice, automatically updated and expandable via the master record editor. InSite is thus edging ever closer to Profit. help ↗

Standard InSite: displays and banners

Iconbox banners will become standard banners; improved standard views and mobile views. help ↗

IP restrictions on test sites

Specify the IP addresses from which a test site may be accessed. help ↗

Input fields with smart links

Web and email addresses are automatically converted into clickable links. help ↗

Paste an image and edit it straight away

Insert an image into a file item and edit it straight away: arrows, lines, rotate, crop. help ↗

Using forecasts in sales automation

Forecast as the heart of the sales process: profiles, contexts, standard master file with actions. help ↗

Forecasts via Pocket

View forecasts whilst on the move, adjust results and record points of contact. help ↗

Registering for a course via Pocket

An overview of planned course programmes; enrolling in and withdrawing from individual courses. help ↗

More features in the Time Tracker

Unravelling the hours covered by the terms and conditions of employment, in Pocket, rounding methods, multiple employment contracts, end-of-shift arrangements and reversible conditions. This also applies to Projects and Flex, where overtime spans multiple placements and a correct calculation is required for shift changeovers. help ↗

Matching job vacancies with applicants and staff

AI compiles a candidate profile and displays a match score. help ↗

Formation Management in InSite

View, create and amend staffing posts and budgets via the workflow. help ↗

Optimisations in Recruitment & Selection

Action buttons linking to the applicant/vacancy master record; script task with no follow-up page. help ↗

Comparisons and reports

Comparisons on more standard file pages; all notifications in the new layout. help ↗

KPIs in InSite

New KPIs for absenteeism, (parental) leave and expense claims; KPIs can now be authorised. help ↗

Onboarding in the Pocket app

Applicants submit additional details via Pocket whilst in applicant mode. help ↗

Deducting commuting kilometres

Automatic deduction of business mileage to be claimed; in InSite, Pocket and OutSite. help ↗

Blocking periods in the leave period table

Closed periods are no longer taken into account; historical balances no longer change. help ↗

ID check and RTW check (Valicare)

New platform: improved document checks, hard/soft stops, optional PEP, VIS and sanctions checks. help ↗

New calculation: Career history – Education

No overlap between periods of employment; calculated in calendar days. help ↗

Start workflow in edit mode

Directly on the ‘Edit’ page for, amongst other things, changes in role, transfers, expense claims and onboarding. help ↗

Other improvements to HRM

Onboarding with a private email address, an overview of personal documents, a page for assessing secondary employment, and employer-specific branding.

Pay transparency

Preparation for the EU Directive: job descriptions and job categories by employer. help ↗

Payslip in line with corporate identity

Payslips generated via the new Report Generator, customised to each employer’s corporate identity help ↗

Review of the wage component and basis

View the breakdown by period for up to 12 months back; identify discrepancies quickly. help ↗

Recognising expense claim receipts using AI in InSite

AI fills in the date, description and amount; multiple receipts are added together. help ↗

Matching and automatic processing of e-invoices (UBL/PDF)

Improved recognition, more comprehensive UBL extraction, and more extensive matching with liabilities/receipts. help ↗

Optimisation of e-invoicing via Peppol

Now also available for the Netherlands, including public sector organisations: dispatch statuses, GLN codes by department or contact, Excel and CSV attachments, self-billing, link restoration and credit invoices via the output wizard. help ↗

POP code in payment instruction

Purpose of payment code for creditors/outstanding items (including the UAE, Indonesia and India). help ↗

Post to the journal during the next available period

Journal entries are automatically carried forward if the period is blocked. help ↗

Link to the MijnOverheid Message Box

Sales invoices from registered organisations sent directly to citizens’ Message Boxes, with smart checks and processing via the output wizard. Also available for government departments. help ↗

Other improvements – Financial

Scan & Recognise Caribbean, assessors’ workflow destination, DICO 005.1, reconciliation via FiEntries, etc. help ↗

Stock forecasting and smart replenishment

Predictive modelling, alignment with the order proposal, ABC-XYZ analysis, Power BI dashboard. help ↗

Hiring third parties

Collection methods also under 'Receipts'; purchasing relationship as the basis for rates. help ↗

Optimisations to the purchase request

Immediate verification of general ledger accounts and breakdown codes; assessment fields are no longer mandatory for drafts; generate a delivery schedule from the InSite workflow. Also available for the public sector. help ↗

Working more flexibly with assemblies

Variable explosion compositions as a simple calculation; price calculated automatically. help ↗

Assessing a received purchase quotation using AI

Jonas assesses quotes received via the workflow (file item type: Quote received, -67). This also applies to Construction, where Jonas carries out an initial assessment of large quotes. help ↗

Other improvements to order management

Data filter for purchase orders with the ‘Assessor’ field; new comparison fields in views. help ↗

Invoice proposal based on post-project costing

Invoice proposal with workflow based on cost allocation rules, instalments and bill of quantities; the client approves the invoice in OutSite before the final invoice is issued. Also available for public sector clients. help ↗

Matrix books for staff (MSS)

Managers record hours and expenses for their staff via the matrix window in InSite; this replaces line-by-line post-calculation. It also works for the hours and expenses of flex workers. help ↗

Other improvements: Projects

Collection method by client reference, based on the ‘Procurement Relationship’ basis, additional fields in PtProject, ‘Revenue’ tab in the work order. help ↗

Progress report

View how a claim arises and develops for each expense claim and pay period. help ↗

Reason for correction when amending a claim

New field in the updated ‘Amend expense claim’ booking layout. help ↗

Withdrawal and (partial) payment of the Flexible Budget (IKB)

Posting via subsequent calculation or payment; multiple costs with component type UF. help ↗

Parameter logging at item set, customer agreement and placement level

Insight into parameter settings at each level, plus logging of changes. help ↗

Correction period for expense claim processing

Making corrections within the same pay period following approval, with an automatic corrected payslip. help ↗

Other improvements to Flex

InSite workflow for hirer remuneration, updating the item set, additional data collections, streamlined placement workflows. help ↗

Insight: Optimised internal and external procurement

Only reconciled/matched invoice lines are counted under ‘Spent’ within ‘Purchasing’. help ↗

‘Draft’ and ‘Pending review’ are no longer included in the procurement results

Purchase order amounts are only included in the work budget and forecast once they have been approved. help ↗

Greater insight into reconciliation by purchase order

New fields: Amounts reconciled, still to be reconciled and received. help ↗

Other improvements to buildings

The ‘Construction’ tab in InSite for sub-projects; invoice proposal based on bill of quantities via workflow. help ↗

Jonas in the tax return

Sidebar chat: interpreting data, finding information, answering tax-related questions. help ↗

Advice pack with AI assistant

Advice flow also from OutSite; tasks, facts and decisions generated automatically by AI. help ↗

New look tax return

A clearer, more organised tax return; search by field and tab names. help ↗

OWR: importing data from the income tax return

Complete the ‘Statement of Actual Return’ using information from your income tax return or a previous ‘Statement of Actual Return’. help ↗

Other improvements: Tax

Automatic VIES check for ICP returns, inheritance tax 2026 and gift tax 2026 via a patch. help ↗

Nothing found. Please refine your search.

Compiled on the basis of the AFAS Customer Portal: New in Profit 8 and the Menopause checklist. Are you wondering what this means for your interior design? Please feel free to call or email us.