Vision33 iDocuments Release Notes (Public Cloud Edition)
Updates to production.idocuments.io and productionuk.idocuments.io
First published on: 01/14/2026/5:31 pm
Overview
This document outlines the updates and work completed in iDocuments during the most recent Vision33 Public Cloud release.
The changes are categorized and explained below.
Information
Date: January 21, 2026
Version:
- iDocuments 5.40
- OCR v46
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| Mobile | Various |
A new version of the iDocuments Mobile application has been released to allow changes in the sections below, e.g. credit card entry of GL. All users should update their application where login details may need to be entered again. If there are any issues with connecting, then uninstall and reinstall the application, and re-enter any personal expense journey information (81486) (see iDocuments Mobile Application - User Guide for documentation on how to rebind to the website) |
| Purchasing | Sage Intacct Integration |
Add Billable flag for PO, PR, and PI/CN (84221) |
| Expenses | Edit Expenses |
Expense submission and rejection emails to also copy any Proxy user (85119)
|
| Admin | Configuration Report |
New ‘Groups Users Roles’ report to allow a single group to be chosen with all users within that group, plus their roles, secondary roles and status (81163)
|
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Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Edit Purchase Order | To clear the exchange rate if currency is set to ‘All’ (84800) |
| Edit Purchase Requisition | Lookup changes for BP Supplier Catalogue Number (85461) | |
| Mobile | Edit Expense | Adding new Expense Branch field not saved (83978) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR v46 | Intelligent Capture | Duplicate check option now available again (84866) * |
| Purchasing | Rapid Invoices |
Changes to awaiting GRN message to be ‘Move to Awaiting GRN’ rather than just OK (84677)
|
| Purchasing Reports | Title ‘Purchasing Reports’ to have the space included (84669) | |
| Edit Purchase Order | Filtering options added to the 'Select Requisitions' option on the PO page (85113) | |
| Edit Purchase Requisition | To validate that totals are populated on the edit screen after synchronisation (85313) | |
| Sales | Edit Sales Order | Draft sales orders should have no option to reject (84689) |
| Expenses | Edit Expense | Credit card line details will now check the 'Can Use Multiplication' setting for BP amounts, before the lines are updated (84798) |
| Credit Card Upload | To allow different column types, so the exchange rate can be a string rather than a value column only (84801) | |
| Edit Expense | If a user's secondary role requires approval, then it should allow access the same as when it is set to a primary role (84958) | |
| General | Company Addresses | Company addresses to differentiate Address Types (84867) * |
| Admin | Configuration Reports |
Update to the ‘Users and Groups’ report to also display any Secondary Roles (84605)
|
| Mobile | Credit Card Receipts | To request SAP expense type & GL / item code when capturing credit card receipt description / amount (79884) |
| Edit Expense | Map updates to zoom in and pinpoint addresses (80332) | |
| Edit Expense | Environmental Expenses Act CO2 Emissions fields for mileage and flights (81270) | |
| Edit Expense | To allow for fuel card type with either business or personal mileage (81271) | |
| Approvals | To look at Default Global GL Code settings when approving (81678) | |
| Settings | Default Unit of Measure to be taken from website settings (82057) | |
| Credit Card Receipts | CC receipt date to allow changes prior to current date (82760) | |
| Edit Expense | To allow restriction of tax codes as with the previous change to the website (83415) | |
| Credit Card Receipts | Credit Card Receipts Description field to be renamed to Purpose (83605) |
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Known Issues
None.
Additional Notes
* Temporary changes are already applied and completed as part of this update.
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Last modified: 01/21/2026/10:10 am |