Vision33 iDocuments Release Notes (Public Cloud Edition)
Updates to production.idocuments.io and productionuk.idocuments.io
First published on: 06/16/2025/4:24 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: June 25, 2025
Version:
- iDocuments 5.36
- OCR v43
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Add Purchase Order |
Creating a rule that requires an attachment-type document with ‘Capex’ and a related company setting for ‘Capex Accounts’ (GL), so it's a requirement when submitting (80555)
|
| Purchasing Reports |
Awaiting GRN report to include assigned PO info (80622)
|
|
| Edit Purchase Order |
A new company setting for Global Default GL Code PO allows a GL code to be used during submission that isn't allowed to be approved (80956)
|
|
| Expense | Edit Expense |
Expenses CO2 emissions (80360) - New flight expense type allowing entry of C02 emissions value (80659)
- C02 emissions value on mileage claims (80661) - C02 emissions report (80662)
|
| Edit Expense |
Fuel Cards option for mileage types that allows a claim amount to be set and a personal or business selection when entering expenses (81109)
|
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zODI4MS80ODk1MS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNzQpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2MTc4OTczOX19fV19&Signature=rfqUNXm4UhfvLc7hwB~thuopvMRZ~qgwQQm1KvgRt4v7eNsrFbPDlS6JAJNU0l6Ftfio~9~x93sxI~pYdjfrAW9KlMBVm47ssek-Ll2fW5RDVZrHxJvhPyM6h7LBVgNksUxV6qg0Epi-cI-No2YnXt4aS77k6KPjnQSDR5ztTq32LsaHfo1rVxDBmtqoQfMtlaVm4qOFEm1G0kjomRpLfyw4jXByaZsoVvGTMeEdJdam-tGUeIPji~Ah~AQMLEmL7O4cbHGH9h5jevP321TbFf~WVNamZfLuPXLAYdKbbB0W6cUNSXsH47sDFwMJvL-yzj24ISrwvo8dX5ElwLeJ1A__&Key-Pair-Id=K2TK3EG287XSFC)
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zODI4MS80ODk1MS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNzUpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2MTc4OTczOX19fV19&Signature=jxUJuSDYyA9eqXwPDwMIJFc0rar4Pzg9x~IOLMDOtgT-tHzi-5pq~fFzntpfryQTWWooYE-iaxrA7U2UcfIjRIDMFfck4aNiBnWnTHGQ5JwKzKgAV8BkEqvVa32tA7symoS4~K9ij9co-QGKot3UJTD5KMY0nr2jPc8bDImzV4Gdm9ZOtM0vwy64ip8pe9~uD-hznAJiH~KODtTJQdCd4PaMxQgvqJPoNOuyG4RI2zDhQ2JycDWtaPL-5O7Zv3Ez4M8PR9tUh~OisGmNHrviIH9CGS7koi~jhuXY-99KH-s6Smnda1K05D~9sSGdtuFwtEqq4QEStpcu0F0uq~6nHQ__&Key-Pair-Id=K2TK3EG287XSFC){kind=small}
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zODI4MS80ODk1MS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNzYpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2MTc4OTczOX19fV19&Signature=gVtV-BJiAkKjz2sVnGJgJpZ9cR3NPs0DhVCTAaHURgGqOJpbt1KblRnp8OfjLQFcNcIq9b~GNzeEhFL5a2N6nSd6Jn9PpFvytOcfDXvmzFy37Fol~2lrQy1Te9qjhRtuxYTuCQfQ8mXyTiLRU9SqVMn1mpqvvIRd~CPLSpq0JaAjgMWjfk1aJ8CJZzsQsSvWNNnR7ADCcuN5RSb0ypTzByjHGRhMYvP8pOLh56JBGRCzNFVo1Nzb51cX2qAB-3pfIbpsvh4EJ-sJFqkn4G5P6eGeXC1bRQT5AhN5egwlE35E3pNyNxTRGKV5b6wuMvG39PsxRXQqaFYzXNP1-3RF2Q__&Key-Pair-Id=K2TK3EG287XSFC){kind=small}
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zODI4MS80ODk1MS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNzcpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2MTc4OTczOX19fV19&Signature=MjEcg~UDyAdP6eDemU0KKmRk7Lohya97t~VzWX6UeT8cRJbHwfuKiWQ3Iifky8ForZq8AHQ0gTZvuwulld2Ea3ACMYDU3J5BKRFcgPV~GRBFNeocrW7V8gPQDhGv5JjAssfdQJXcbvGnyaaWB1Kvc8zGbRq7QQWx6KxrJOqGvEDGH5vOFcVB0G9VINr9nizoCKXQTf244zB79WX4fLskWzWAuyvH9e0a31zeN1IdYY4M9JxR19VzopM80IvGP8iktLNzRgdVY2qSZHKImoFxWuEg54s4wiaZwFewxLyb1vFwNM-94hR7wIxHH0l~jqdsvmR3gS7aQZ12OjwZKntISg__&Key-Pair-Id=K2TK3EG287XSFC)
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zODI4MS80ODk1MS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxODkpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2MTc4OTczOX19fV19&Signature=pQ9WJwEdlObtWlN~AYQNKDtaNe4Yz8wb3cmd13JOceVSO1MPv72IqNLPplQaz0HeVbfGppVjBCFVyvm5wtH7xjyV7iYnPtbRWdMCo7tNZYks8z7xMBPZ05LtfGQ-wGscBqN4Qa46Imeom378D08Yuy5CXt4og9F-iBLCmOU7sx~UNoMCQ4s9L3Isgqs9VdtdV~DSj2oD6DBX5c2eWgiJ5scaDAA5GALtHWsEMAEbZMqeW4j5dvkJpDWvXhhmk2nP5mpEzM1z2OhDOTu8hze-6pCqXqrl4GV3UWtFbIjXSbzBGCHbA36eX64YglcksdbrWy37dr4JhEiK993crXXObA__&Key-Pair-Id=K2TK3EG287XSFC)
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zODI4MS80ODk1MS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNzgpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2MTc4OTczOX19fV19&Signature=j501lIXWJ46p4s081YmYGZcrPXYsi23MxUqyg7aEb1tOAl7z4JDOtj-cn9gbG-qDkJl-pfIBJPW8tXavxQ18Z3ywuzcexTNnSAXULIYnU343Wxut12kLCIy5cIz12PM-6sNdtYGbYUQyMu3kWgploNTn2o-whChJF8JZ5xaotWztshQjAdBTYHjM7OQPRBo38zKcizN-AyCwN5JIEvbkBcCc0IIH~CwznRzvS3Er1PV-1dXbN3vJMyRSemlky2Y2iqxpfXShQigIhH~dmAuD7HvpH4rJU3LAki~I03jXmW5XT2ppEd3SR96TPvWu~lDqHdX1cNC9MUzmx27knOM0rg__&Key-Pair-Id=K2TK3EG287XSFC)
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zODI4MS80ODk1MS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNzkpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2MTc4OTczOX19fV19&Signature=c4ClTjAuJSgAQMGdDRSxH81yxEhT9zE-fknIaheOYNpvoFjIMdhJK5OdJeugQiAK3V2TdZle7gBKO~3caf42bbMU~flf3souip5D3bpOcf-gWVZUt~Dm8LQJWLj3yvHInEmQngnKxjpzNc5xgSPf7sKd8xNJMHGiLm4CNp8aHLcHdpGnfj3o6EGY0iXwusU3p60w2-8CsMB1hTkNxptKxRODBWNCMWzKjipodxIagQvBKHKfIvdJkX73zgJ-b1k-sjXGBkDa4SGMllW5~yk-xdC6yUTZrU5gWNn631ikEniQ~iCo-rSkRd1sr8XUjwm-qfheZNRISmOSupNc-1X8CQ__&Key-Pair-Id=K2TK3EG287XSFC)
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8zODI4MS80ODk1MS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxODApLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2MTc4OTczOX19fV19&Signature=ZJt~w~~kutnf6fvnFemx74uuuH~nL~IpsuSKm0Clxbp33c3Xzaw~UW~iKGOssNips8s85EqfnCENuOgkmmfMtwz72GGOeU1WkHHEs~mU-7V-PQfdiYsIb8abEnuSxA-1ntSkPb4xHKE9-hiYhQIny9yyUOOAo9xdf3p3G8BEFZaLTYQuTtEiGJysbUbfX4P~vXPzH3dS~60Mq3W2fZ~UGEXdOVY60g15mosj~nDXvCexDbe4y~drEQLT3m2-5558J-j5ao0b97FeinIPlQd-aIf632~45slIl7~wv8Dv9~OQKLJlxXsCjdSN~mKmEnjW~iiE0VemNBWw6MHdWkVYKw__&Key-Pair-Id=K2TK3EG287XSFC)
Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR v42 | Intelligent Capture | OCR translation error (80658) * |
| General | Single Sign-On | SSO - Login as proxy not working (80675) * |
| Purchasing | KPI report | Approved purchase invoices returning error (80948) |
| Edit Purchase Order | Creators who can increase a PO total via Smart Edit should always return to submitted for reapproval (81103) | |
| Expenses | Edit Expense | Selecting the next expense line button shouldn't copy the dimension view from the current line (81308) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Business Partners | Addition of business partners to create a custom numbering sequence, using company setting prefixes from company settings 'BP Customer Prefix', 'BP Supplier Prefix', and 'BP Lead Prefix' (e.g., NEWSUP0000001) (78744) |
| Rapid Invoices | Branch to now be copied from PO/GRN to purchase invoice (80441) | |
| Rapid Invoices | New company setting ‘Posting Date Depends On Invoice Date’ allows PI posting date to automatically update from invoice date changes (80518) | |
| Import Purchase Orders | PO to populate the default UOM (if available when adding new lines (80588) | |
| View All Purchase Orders | Rejecting PO from listing cancel button not operating (80766) | |
| Rapid Invoices | Warehouse updates should check if valid for selected branch (80941) | |
| Rapid Invoices | Filtering in PI listing page after approving or rejection filters now retains the search details and remaining documents (80943) | |
| OCR v43 | Intelligent Capture | Branch to now be copied from PO / GRN to purchase invoice (81577) |
| General | Maintenance | Maintenance emails to show time zones and allow for user exclusions (80523/80525) |
| Configuration Reports | Roles report showing approver only role rather than both (80805) | |
| Smart Reporting | Groups & Users Config Reports that exclude admin will now include secondary admins (80970) | |
| Sales | Home Page | Auto submitter to validate sales data and item codes are not blank (80476) |
| Fast Track | Shipping type defaulted for sales order in fast track (80673) | |
| Auto submitter | Setting to allow notifications when the auto submitter is running (80781) | |
| Expenses | Credit Card File Upload | Credit card file will now allow $ as currency code (81282) |
Known Issues
None.
Additional Notes
*Temporary changes are already applied and completed as part of this update.
|
Last modified: 06/26/2025/4:07 pm |