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)
|
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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 |