Vision33 iDocuments Release Notes (Public Cloud Edition)
Updates to production.idocuments.io and productionuk.idocuments.io
First published on: 03/14/2025/4:48 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: March 26, 2025
Version:
- iDocuments 5.34
- OCR v41
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR v40 | Intelligent Capture |
Multi-factor authentication on OCR mailboxes (78415)
Sales and purchasing email inboxes can now be protected with MFA (multi-factor authentication)
See documentation to learn how to turn it on/off at https://help.vision33.com/ocr-mailboxes-with-mfa |
| General | Reporting |
Roles report now shows all options in roles (79188).
|
| User Login |
Two-factor authentication now allows trusting machine for 30 days (79300)
The user login process now includes an option to pause two-factor authentication (2FA) for a 30-day period on trusted devices
|
|
| Purchasing | Rapid Invoices |
Item credit notes new field for without quantity posting in SAP (73955)
Purchasing users can now choose to post a purchase credit note item without affecting inventory levels. In SAP, this is called "Without Quantity Posting"
|
| Mobile v1.0.9 | Edit Expense |
Add a visual identifier if the expense line is not completed (79144)
Expense lines are now numbered to easily identify issues during the validation process |
| Edit Expense |
Add the expense line number shown on the line listing screen to help with validation (79145)
Incomplete expense lines are identified for easy correction by the end user before submitting the claim |
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Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Rapid Invoices | Submitted PI incorrectly allowing to delete (79009) |
| Rapid Invoices | List of users function not displaying dropdown (79255) * | |
| Sales | Approval Workflows | Sales invoice change of group doesn't update to a copied workflow (79128) |
| OCR v40 | Intelligent Capture | Duplication of sales orders from OCR (79065) * |
| Expenses | Edit Expense | Expense error when attaching a PDF (77572) |
| General | User Setup | 2FA removed on user updates (78077) |
| Consultants | Automatic wizard imported roles error when duplicated (78764) | |
| Approval Workflows | Cross-company filter for workflow changes (79245) | |
| Reminders | Email reminders not sending the sales scan tasks (79628) | |
| Mobile v1.0.9 | Edit Expense | Mobile app not populating U_SiteCode (79692) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | View All Purchase Orders | After GRN, a PO shouldn't be cancellable (76175) |
| Rapid Invoices | Purchase credit note now included in the 'related documents' tab (78260) | |
| View All Purchase Orders | PO issue to supplier to contain attachments if partially using the PDF document manager (78613) | |
| View All Purchase Orders | PO issue to supplier email message setup to remove hardcoded prefix text of ‘PO’ (78717) | |
| Rapid Invoices | Validation for approvers having 2 tabs open and approving the same PI within a few seconds (78745) | |
| View All Purchase Orders | Attachment filename to use PO number when available, especially for PO issue to supplier (79146) | |
| Approvals | List of users function to exclude Vision33 administrators (79277) | |
| Various | Validation messages updates for quantity on no qty type documents (79774) | |
| Landed Costs | LC document type added to transaction logs (79318) | |
| Landed Costs | Landed costs broker field added (79320) | |
| Landed Costs | To allow import into the PI - company setting to disable is 'Can raise broker invoices' as currently SAP DI-API doesn’t allow as base type (79370) | |
| Edit Purchase Order | Count of attachments to decrease when deleted (79630) | |
| Sales | View All Sales Orders | Amount field to populate when accessing via the "Sales Order Scan" link (79046) |
| View All Sales Orders | Sales invoice/credits to have a prefix of SI/CN. Note: Company setting "CS Can Use Same Numbering System For Sales now added and set to N" needs to be set to N or both will be SI (79307) | |
| General | SMTP | Basic auth to be converted to use OAuth – Beta release for approvals only – Not peripheral processing emails (73358) |
| Settings | Error message updates when trying to duplicate company settings (77573) | |
| User Setup | User supplier code increased from 11 characters (78494) | |
| Audit logs | Workflow changed to include the name in the description (78903) | |
| Single Sign-On | Single sign-on button typo corrected (79022) | |
| Consultants | Automatic wizard to set default company (79045) | |
| Approval Workflows | Approval workflows to show decimal places based on gross/net settings (79136) | |
| Companies | Validation to remove spaces from the end of a company name (79251) | |
| Export to CSV | Listing pages for PO/SO/PI to allow export button to provide CSV alternative, as XLSX export is slower and reaches a timeout when there's too much data (79394) | |
| Various | e-Invoicing preparations for release (79570) | |
| Edit Expense | PDF manager expense totals added (79651) |
Known Issues
None currently.
Additional Notes
*Temporary changes are already applied and completed as part of this update.
|
Last modified: 04/09/2025/7:38 pm |