Vision33 iDocuments Release Notes (Public Cloud Edition)
Updates to production.idocuments.io
First published on: 06/24/2024/2:00 pm
Overview
This document outlines the updates and work completed in iDocuments during the most recent Vision33 Public Cloud release.
The changes are categorized as follows and explained in detail below.
Information
Date: July 1, 2024
Version:
- iDocuments 5.29
- OCR v35.1
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| Sales | Edit Sales Order | Add the “Decimals Places on Discount” company setting to alter the field display for the discount field - OCR & Fast Track (73943) |
| Fast Track Order | Ability to set "Document Date" to "Posting Date" via the company setting "Set Document Date To Posting Date" (74242) | |
| Purchasing | Purchasing Reports |
PI accruals by item report (74685)
|
| Rapid Invoices |
A new company setting, "Can Tax Date Be Greater Than Posting Date", can be set to N to prevent this scenario (74670)
|
|
| Expenses | Edit Expense | Expense type requirement for entries where the business partner is set to "Employee Company Type" (73947) |
| Mileage Rate Setup |
The mileage rate now has an expiry date, so it's not shown in the drop-down option for expense users (73880)
|
|
| Mobile | Approvals |
Sales invoice custom numbering will be triggered by mobile approvals (74620)
|
Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Edit Purchase Order | Self approval not showing after rejection (74138) |
| Edit Purchase Order | Smart edit button not displayed on the edit PO screen (74212) | |
| Edit Purchase Invoice | Service no quantity "Price" field incorrectly showing 1 when adding lines (74206) | |
| Expenses | Edit Expense | Cost centre approvals not skipping to the next approver when the creator is also a cost centre approver (74780) |
| General | Smart Reporting | Smart reporting error when exporting PO lines to Excel (74051) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR v35.1 | Intelligent Capture | Sales order special prices take priority over volumetric pricing from OCR (74653) |
| Purchasing | Edit Purchase Requisition | The exchange rate read-only setting now includes PR (73897) |
| Edit Purchase Order | The project code can't be manually entered if valid, if not allowed in group projects (74011) | |
| Edit Purchase Order | Date format will use the correct localisation style on the purchasing-related documents tab (74421) | |
| Rapid Entry | Existing "CanUnitPriceBeNegative" setting to look at the quantity field (labelled price) when service no quantity document type (74648) | |
| Purchasing | As above for Rapid Invoices, the existing "CanUnitPriceBeNegative" setting will look at the quantity field (labelled price) when service no quantity document type, has been extended to the other purchasing documents; requisitions, purchase orders, receipts, and returns (74764) | |
| Rapid Invoices | Search buttons for statuses are fixed in a typical processing order (previously, it was via an iDocs status ID or alphabetical). The sort order for PI statuses will now be "All", "OCR Scan", "New Scan", "Draft", "Rejected", "Awaiting GRN", "Queried", "Submitted", "Part Approved", "Approved", and "Cancelled" (74810) | |
| Sales | Fast Track | Special prices will take priority over volumetric pricing (73973) |
| Fast Track | The creator field for sales orders will update when updated rather than just on the first viewing (74692) | |
| View All Sales Orders | The "From" column showing added to sales order listing screen to show email address or manual (74693) | |
| General | Homepage | Homepage changes will allow the rapid-entry user role to also consider sales or purchasing role settings and remove sales scans links if there's no access to sales (73834) |
| Document Manager | The PDF Document Manager formatting of the address "new line" was updated (74103) | |
| Document Manager | PDF Document Manager page number formatting (74985) | |
| Smart Reporting | Smart reporting draft status was added to PI header reports (74137) | |
| Audit Logs | Password was removed from Audit Log for mail password (74435) |
Known Issues
None currently.
Additional Notes
*Note: Temporary changes in mid-release that were completed as part of this update.
|
Last modified: 07/01/2024/9:17 am |