Vision33 iDocuments Release Notes (Public Cloud Edition)

OCR 26

OCR Processing

Ability to "Skip OCR" for problematic documents e.g., error state or training required - this will allow those documents to process with no data captured and can be processed manually (64984)

Email Extraction

Ability to have different batch types based on the receiving email address. For example, separating out utility bills and where 1 company has the same supplier/customer multiple times in the SAP database. These batches can then be configured differently with the fields in the template configuration (64984)

OCR Processing

Ability within batch types to define an SQL filter for the list of suppliers/customers to make enhanced detection e.g., only use a range of suppliers by card code 'like' or by a UDF selection (64984)

Purchasing

View all Invoices

PI list columns- ability to select more than 1 filter at a time for the Status, Next Approver, & Traced Users columns (63948)

Expenses

Credit Card Import

Credit Card import to allow currency different from system currency e.g., system currency in GBP but user has a EUR credit card (63801)

Edit Expense

Add Tax Code and GL Account on the Split Line for expenses (64388)

View all expenses

Filter checklist options to be available for Expense Status & Next Approver columns (64548)

Purchasing

Edit Purchase Invoices

Error when trying to open invoice attachment on Edit PI screen - invalid filename char (64972)

Edit Purchase Requisition

Purchase Requisition Search Error Message on supplier code filtering (65171)

General

Configuration Reports

Approval Matrix Report is not producing per workflow data (64607)

Personal Settings

Personal settings system error when adding favorite (64641)

Personal Settings

Password change showing System Error instead of notification text (64873)

Role imports

User roles import produced duplicate key error (65184)

OCR 26

Email Extraction

Tax liable lookup for items to default by company setting and use tax liable flag to determine default tax code when not liable (64662)

OCR Processing

UDF hidden fields to be hidden from training screen (64892)

OCR Processing

Server changes for speed improvements and additional logging (64984)

Purchasing

Edit Purchase Order

PO Lines are reordered after PO is generated (64390)

Edit Goods Receipt

Item Code separated from Description for approvers on Edit Goods Receipt (64429)

Edit Purchase Invoice

New company setting to force tax code value from Net value to work with Tax jurisdiction (64449)

Edit Purchase Invoice

Awaiting GRN action to trigger an update in the PI history so it can be seen and reported on after the status changes (64498)

Edit Purchase Invoice

Dimensions dropping out when adding an invoice attachment (64569)

Edit Purchase Invoice

Split button setting validated for approvers, to match rapid entry (64610)

Edit Purchase Order

When selecting an item using the magnifying glass, the search box only works for default groups (64669)

View All Purchase Invoices

SmartSearch view spacing changes (64715)

View All Purchase Invoices

Invoice list screens - additional column displaying group from header (64825)

View All Goods Returns

Sorting for GRN number on View All Good Returns (65054)

Purchase Order

Bespoke PO template (64954)

Landed Costs

Initial configuration Note: for future release of functionality only (64840)

Expenses

Edit Expense

Server error message displayed when opening an expense (62184)

Edit Expense

Expense approval Line not removing when line is deleted (64333)

Expense Policy

Not all items are pulling through when creating expense policies. (64355)

Edit Expense

Add Tax Code and GL Account on the Split Line for expenses (64388)

Edit Expense

Warning message for .msg attachments (64399)

Edit Expense

Standard Mileage Rates not appearing on a mileage claim (64400)

General

Notifications

Creator does not show up on "PO Issue to Supplier" notification (64537)

Configuration

Error and info label changes (64613)

UDF Selection

Audit event for creating / selecting new UDFs (64687)

Audit

Deleted Company Settings to show in audit log (64872)

Audit log

Audit log order changes after pressing refresh (64874)