Vision33 iDocuments Release Notes (Public Cloud Edition)

Purchasing

Add/Edit Goods Receipt

Independent GRN's to be processed (63461).  This now allows for new Goods receipt transactions to be created in iDocuments without the need to first have a Purchase Order in place.

Purchasing Reports

Purchasing reports around invoicing now can filter by ‘OCR Scan’ status (62567)

Purchase Contracts

By way of the ‘Is Contract Company’ company setting an option to Select Contracts can be used when raising purchase orders, alongside that of Purchase Requisitions.   Also altered - Document Description copy from Purchase Contract to PO (63271) & To remove approve button from Purchase Contract when not needed (63382)

Purchasing

View All Receipts

View All Good Receipts ‘Refresh’ button to retain layout (63324)

Edit Purchase Invoices

Invoice dimensions are dropped when currency changes (63528)

Purchasing Reports

When extracting the PI Accruals reporting, an Excel error was shown if the data formatting was not allowed within Excel.  This error has now been prevented from occurring (63581)

Expenses

Credit Card Expense

Tax not pulling through correctly on a CC upload (61181)

Edit Expense

When raising an expense, cost centres are incorrect when searching and can be selected from another group which are then said to be invalid.  These will now be (63142)

Edit Expense

Message ‘Base Amount is required’ can occasionally double up (63282)

General

Notifications

Daily/Weekly Summary Notification email scheduling (59500)

Personal Settings

Account security changes to allow for 2 Factor Authentication (62923)

Transaction Logs

Transaction logs truncate option to be by company so local admins can trigger (63216)

Smart Search

Timeout when using the smart search when larger results (63333)

Configuration Reports

Approval History report - spelling showing 'Creadit' (63615)

Group setup

Group Dimensions report additional column for Dimension name (62894)

OCR

Licencing

SMTP error alerting on failures fixed -

If the company settings are set for SMTP sending and they define a "Failure Email Address" on the mailbox setup and there is an error, it will now send the email

Templates

"Last Run Result" improvements -

On the mailbox setup there is a button which shows the last time it ran and the result. however, it only logged when something FAILED or DID download, it never updated when it connected ok but there was nothing to download. So it will now show additional message type of "No Emails Found" so we know it is working but nothing to do

Templates

Fix to mailbox setting page which was saving ok but not reloading the value from the database when attempting to edit.

Analysis

Intelligent Capture match table updates (63729)

Sales OCR

Gross Value added to the captured fields for Sales Invoices

Purchasing

Rapid invoice

Split line GL selection screen can now be cancelled without selecting (62927)

Purchase Order Uploads

PO Upload templates now can include Warehouses, Projects, and Delivery Instructions (63496)

Edit Invoice

Data field additions for applied amount and balance due for ViewAllPurchaseInvoices / RapidInvoices.aspx to assist with Credit Notes / Paid options.  Note this is a partial release with website fields available but integration data will be populated later, so columns can be hidden until this integration is available (63135)

Expenses

Edit Expense

A default Tax code can be configured within SAP B1 in the Chart of Accounts against certain GL's.  If the company setting ‘Expenses Default Recipt Tick Box’ is set and a GL is selected with an associated Tax code, this will now be assigned to the expense line (61656)

Edit Expense

Proxy user column has now been added to the comments screen to match those same changes on the purchasing side (62976)

Edit Expense

Validation on Posting date field on Expenses header for the FA users (63238)

Edit Expense

Prevent users being able to approve their own expenses (63339)

Edit Expense

Prevent expenses being sent for approval if workflow is invalid or blank (63704)