Vision33 iDocuments Release Notes (Public Cloud Edition)

Purchasing

View PI / View GRN / View PO

Description field added to purchasing header searches (57467)

Purchasing Reports

Header Description added onto PI Listing (62311)

Expenses

View Expenses

Local admin users to be able to delete credit card expenses (62699)

General

Related documents

Related Documents Tab - added Date column (62173)

Configuration

Reports

Cost Centre Approvers report (62312)

63078

Smart Reporting Module – see documentation (63078)

Saltbox Sync to SAP

Now able to add a manual trigger to allow Saltbox workflows to be ran manually from iDocuments (roles->can sync manually option).  Note: this functionality requires configuration added per workflow within Saltbox, and enabling in iDocuments by Vision 33 before use

Purchasing

Add / Rapid invoice

Incorrectly showed PI Number existed and could not submit/save PI (62167)

Purchasing Reports

Warning ‘Conversion failed when converting the nvarchar value '100.00' to data type int’ when running reports without a supplier selected (62478)

Expenses

CC Upload

Tax amount not pulling through correctly (61181)

CC upload

Tax amount not pulling through correctly for an altered tax code (62409)

Expense Policy

Expense policy list now shows ‘ALL’ groups (62641)

General

User Edit

Roles not appearing under role drop down when creating a new user or searching for the role (61973)

User List Page

‘Object Reference’ error appearing when changing companies (62248)

Configuration Reports

‘Roles with Limits’ incorrectly showing all roles on MTE (62829)

Configuration Reports

Users and groups report now excluding Administrator role (62896)

OCR

Licencing

If OCR licences are expiring and error, then it will notify Vision33 (OCR23)

Templates

New settings allow for a credit note detection phrase (OCR23)

Templates

OCR Credit note read in foreign language (62340)

Purchasing

Purchasing Reports

‘PO outstanding details’ amendments to allow the report now to include when the PO has been Goods Received and Goods Returned (51668)

Purchase Contracts

Add Item No Quantity/Service No Quantity missing Agreed price and quantity field (future use only) (62055)

Add / Rapid invoice

Vendor Field to show details when hovering mouse over field to allow for longer vendor names or higher zoom levels (62183)

Add / Rapid invoice

Tax date made mandatory to prevent invoices from not saving when left blank, removing the need for the company setting ‘Is Tax Date Mandatory on PI’ (62208)

Rapid invoice

When submitting an invoice via rapid invoice, it is taking the user back to their draft documents and not the other OCR scans (62238)

Rapid invoice

To store the GL Code and Description in separate fields on Rapid Entry screen (62303)

Purchasing Workflows

No history entry when a workflow has been changed and document set to draft status (62343)

Add / Rapid invoice

Ability to restrict document description on Invoices using company setting ‘Show Document Description on Purchasing’ to prevent users changing this field (62427)

Comments

Proxy user not being added to Proxy user column when adding comments (62536)

Home page

‘Submit PI’ count decreased after Opening/Saving a PI via Submit PI (62571)

Rapid invoice

When splitting invoice lines, the paging is now removed so all lines are shown rather than just the first page of entries (62948)

Expenses

CC upload

Improvements to error messaging – rather than ‘Error - File Format and Import File don't match’ it will now highlight when the currency is invalid e.g., ‘Error in Currency column -change $ to USD for example in file’ (58698)

Add / Edit Expense

Item list available for expenses contains items that are not linked to that SAP item group even though company settings are set for ‘Can Use Items from Local’ and ‘Can Use SAP Item Groups’ (62188)

CC upload

When upload for dormant user then the error will now include message change to ‘please make sure user is active’ (62249)

CC Expense

Allocating a saved receipt across multiple lines now allocates the receipts correctly (62406)

CC Expense

Reduce column width on an CC upload expense to allow deleted receipts to be re-added (62437)

View All Expenses

Addition of ‘ERP Updated’ status checkbox to select and screen updated to be able to filter on ERP status column also (62459)

Add / Edit Expense

Missing Column Names for Mfr Catalogue Number, Additional Identifier, Foreign Name on "Select an Item" screen (62487)

Add / Edit Expense

Expense Policy Variance - pop up and explanation field sizes increased (62642)

CC upload

Credit Card Expense Upload - Import File wording change to ‘Import *.XLS’ (62676)

CC upload

Credit Card Expense Upload - Improvements to error messaging (62678)

Credit Card File Setup

Added "File Format Saved Successfully" message. (62679)

Add / Edit Expense

Export to Excel / CSV options allowed on Add / Edit expense page (62831)

General

Configuration Reports

‘Users and Groups’ report not showing information other than the current user (62052)

Groups

Admin>Group Set-up> Groups - Moved ‘Refresh’, ‘Export CSV’, ‘Export Excel’ icons further left on the page (62215)

User setup

Unable to see a role when assigning through the User Profile (62237)

Home Page

Failed Documents to be available to Secondary Admins as pending tasks (62302)

Personal Settings

Proxy user’s logon list able to span more than 1 page (62309)

User setup

‘Export Excel’ to include dormant or active users on the output (62481)

Home page

Submit PO error ‘String was not recognized as a valid DateTime’ due to orders not having a date saved (62566)

Personal Settings

User setting Tab and Time Zone feature affected by company settings for freight (62818)

Workflows

Document not processing through correct workflow after altering cost centre to a different user (60836)

Security

2 Factor authentication (2FA) registration name changes can now be applied (62854)

Login page

Alter proxy login error message when timed out before login to now ‘Please refresh page to login’ (62903)