Vision33 iDocuments Release Notes (Public Cloud Edition)

Expenses

Edit Expense

Further changes for self-approval to set to draft when creator is final approver, or no other approvers on the workflow (63835)

Purchasing

Edit Purchase Invoices

Option to make the Purchase Invoice Description Mandatory (63890)

View Purchase Invoices

Queried PI's - Additional column on PI list screen with name of traced user (63949)

Purchasing

View All Receipts

Supplier Invoice Report invalid object name 'OPCH' - removal of invalid column to resolve (51901)

Edit Goods Receipt

GRN error for invalid date no longer gives technical error (63335)

Edit Purchase Invoices

Dimensions dropping out when Credit Note is unticked on Rapid Invoices (63865)

Add Purchase Order

‘Last Purchase Price’ price list caused certain supplier’s items not to show (64047)

Edit Purchase Invoices

Line Description Field on Rapid Entry to show ampersand correctly (64316)

Expenses

Expenses Policy

Not all GL codes are available when creating expense policies if the GL uses ‘$’ rather than ‘##’ so now considers the company currency as well (63978)

Edit Expense

Standard Mileage Rates not appearing on a mileage claim (64400)

OCR

Email Extraction

Special character replacements updates (64131)

Email Extraction

New change to save whole email body. Note space requirement increase but then replaces summary of subject, sender, date

Templates

Hidden fields to no longer validate on export

Purchasing

Purchase Contracts

Purchase Contracts Showing total before any discounts on listing page (63258)

Edit Invoice

Purchase Contract to PO copied amounts matching (63260)

Edit Invoice

Selection of credit note no longer alters the line description to replace with ‘AP Credit Note’ text (63545)

Purchase Contracts

Changes for Purchase Contract validation of whether submit or approve buttons are available (63460)

Purchase Contracts

Purchase Contract page naming changes (63488)

Purchase Contracts

Purchase Contract total rounding to be the same as PO (63489)

PO Upload

Updated user messages on Purchase Order Upload page (63836)

Purchase Contracts

Pressing Refresh on View All Purchase Contracts page messes up layout (63868)

Edit Invoice

Edit purchase invoices screen now matches rapid invoice view for item code being a separate field to the code/description field (64242)

Purchase Contracts

Delivery To validation changes (64315)

Edit Invoice

New company setting to allow a tax code calculation if Net value is altered (64449)

General

Configuration

Additional fields to be included in Automatic setup for initial loading of users - User credit cards, User default companies, User Default groups, and User Secondary roles (62901)

Workflow

Approval Workflow visualisation - change to add secondary role users (63983)

Reporting

Approval History Report relocated to Audit menu so that audit users can also access (64214)

Reporting

Smart Reporting updates to allow company specific document type settings to be applied when enabled (64232)

Reporting

PI Analysis reporting now showing the invoice number instead of the SAP Doc ID (64352)