Vision33 iDocuments Release Notes (Public Cloud Edition)
Updates to production.idocuments.io
First published on: 07/18/2024/10:37 am
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: July 23, 2024
Version:
- iDocuments 5.30
- OCR v36
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR 36 | Intelligent Capture | Document filtering updates for OCR processing to automatically skip documents with large processing requirements (75005) – See https://help.vision33.com/idocuments-intelligent-capture-best-practice. |
| Intelligent Capture | SAP discount groups (via item groups) to be included in pricing checks from OCR (75140). | |
| Sales | Fast Track Order | SAP discount groups (via item groups) to be included in pricing checks on the website (73799). |
| Purchasing | Rapid Invoices |
The rapid invoice screen has an additional tick box for the invoice to be posted to SAP with a payment block flag also controlled by the existing company setting ‘Set Payment Block’ (73025).
|
| Add Purchase Order |
New function to copy purchase order (PO) details from a template.
In an existing PO, a new button can be used to create a template from the current PO.
On the 'Add PO' page, there will be a new button to apply the template(s) and import the details to the new PO.
A new company setting, 'Can Use PO Templates', enables these functions (75420).
|
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Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR | Intelligent Capture | Missing GRN PI - No attachments in the notification email if 'Skip OCR' is used (75136). |
| Sales | Fast Track Order | Price discount not showing correctly from the price list if not set to auto update (75040). |
| General | Group Projects | Group projects not exporting data to Excel (75406). |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR v36 | Intelligent Capture | Updated version for training speed improvements (73927). |
| Intelligent Capture | OCR to add 'Awaiting GRN' comments on rapid entry (75074). | |
| Intelligent Capture | Additional information in the 'Details' column, such as where the processing stage is currently, from OCR to capture (75130). | |
| Intelligent Capture | Changing some statuses of stalled documents to 'Processing Error' allows for 'Restart'/'Send to OCR' actions by default (75131). | |
| Intelligent Capture |
File size and number of pages to be added to the intelligent capture logs (75133).
|
|
| Purchasing | Rapid Invoices | Missing GRN email - Formatting aligned for OCR vs. manual trigger of the email (74179). |
| View All goods receipts | Cancellation of GRN error message to include the possibility of being assigned against a draft invoice (74784). | |
| Edit Purchase Order | PO error message to show depending on service or item type when the description is missing (74995). | |
| Edit Goods Receipt | Additional validation for control of over receipting (75072). | |
| Sales | Fast Track Order | 'Delivery To Address' sorting order to be standardised (75039). |
| Expenses | Edit Expense | Document end date and posting date can be changed by the finance approver role (75058). |
| View All Expenses | Secondary admins to be able to delete draft credit card expenses instead of role names containing 'local admin' (74490). | |
| General | Approval workflows | Workflow changes where the transaction type is set to 'All' for a group to have an additional warning message for resetting all documents to draft (75010). |
| Configuration reports | User reports to exclude internal administrator user accounts (75091). | |
| Group Projects | Addition of filter/sort options to the columns (75407). |
Known Issues
None currently.
Additional Notes
None currently.
|
Last modified: 09/05/2024/8:04 pm |