Vision33 iDocuments Release Notes (Public Cloud Edition)
Published: Dec 13th, 2023
Overview
This document outlines the updates and work completed that have been inputted into iDocuments during the most recent Vision33 Public Cloud release. These changes are categorized by the following and are explained in detail in the subsequent sections.
Information
Date: December 13th, 2023
Version:
- iDocuments 5.25
- OCR v32
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | PDF Manager |
New PDF Printing Document manager to allow for bespoke outputs to be created, e.g. Purchase Order design from a word template (67446)
|
| Various |
Batch managed items now trigger a new batch detail entry option for Goods Receipt / Goods return and credit notes. New company setting for ‘Can Use Batches’ (70038)
|
|
| Integration | Batch managed items – batch details entered are now interfaced from iDocuments to SAP (70190) | |
| Email Message Type | New email message type for ‘PI Approval to PO Creator’ to allow for emails to be sent when PI is uploaded (70260) | |
| Integration | Ability to post a Sales Order from iDocuments to SAP as Draft, based on the company setting ‘Can Post Approved Sales Orders As Draft’ (70384) | |
| Expenses | Credit Card Expense Upload | Credit card uploads now check for matching credit card receipts and automatically assign to the lines if they match the user, captured date, and value when the file is uploaded (70308) |
| Sales | Fast Track Order | New company setting 'ShowDelDates' for line delivery date field to be hidden (70133) |
Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Purchasing reports | KPI report Approved Purchase Invoices not displayed (70211) |
| View All Goods Receipts | Corrected scenario where supplier is incorrectly shown on listing page (70449) | |
| Add Landed Cost | No longer able to submit a landed cost without a base document (70772) | |
| Sales | Email Message Types | Sales Order approval using the template from Purchase Invoice approved mail (70245) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR 32 | OCR Training | OCR Training – login requirement after first use (69860) |
| OCR Settings | Intelligent Capture Screen Duplicate Orders setting not showing if only Sales (70601) | |
| OCR Export | Export of OCR data now also includes item price and packing info to reduce the time when opening an initial document (70888) | |
| Purchasing | Edit Purchase Order | Select Contracts and Select Requisition options made available when editing (69244) |
| Rapid Entry | Purchase Invoice Number duplicate error is shown when PI number is original (69476) | |
| View All Purchase Orders | PO is canceled, but the username is still showing in Next Approver column (70271) | |
| View All Purchase Invoices | Submitted invoices are shown on the PI list screen for submission (70292) | |
| Purchasing Reports | Bespoke PO report (70067) | |
| Purchasing Reports | Delivery instructions column added to PO Details report (70306) | |
| Edit Purchase Order | Changes to allow for 3 decimal place values, specifically around tax rates for Canada (70309) | |
| Add Purchase Order | Validation added for blank exchange rate or currency when submitting (70719) | |
| Sales | Fast Track Order | Sales Order Number to be altered from DocEntry to DocNum (70205) * |
| General | Maintenance Emails | Vision33 email selection changes by default company for maintenance emails (70042) |
| Maintenance Emails |
Vision33 email selection changes by product type for maintenance emails (70044) |
|
| Mileage Rate Setup | Mileage rate validation when deleting, to prevent deletion if any entries exist for that rate (70049) | |
| Home page | Improved error after attempted login with no companies assigned (70132) | |
| Smart Reporting | Not showing PI transactions if the user's role is set to Owned Documents (70273) | |
| User List | User listing speed improvements (70403) |
Known Issues
None currently
Additional Notes
* Note: Mid-month temporary changes were completed as part of this update.