OCR 27

OCR Processing

Single AP Email and OCR for multiple companies, after enabling Reroute option when documents are held within the intelligent capture screen (65428)

Purchasing

Group GL

Format Code column to be added to Group GL Accounts (65404)

Edit Purchase Invoices

Rapid Entry view for Approvers (64439) to allow for approvers to have the rapid entry view but without the ability to see accounts processes such as OCR training option and views, enabled using the role dropdown for Approve Only.

Chat

New optional Chat feature (65773), using ‘Chat Enabled’ company setting, for Invoicing screens to compliment the trace invoice option to now allow conversations within iDocuments rather than having to use external email/messaging, with hyperlinks to search for the specific invoice being discussed and an open/close status to determine when the chat is completed.

• Invoice screen where chat is initiated:
• Home page widget

Goods Receipt

Notification for POs with overdue delivery dates (65944) – to highlight on the homepage a summary notification and link for any overdue receipts.  Note: it can be removed with company setting ‘Hide overdue deliveries’ if load speed is an issue.

General

Smart Reporting

Updates to allow document history to be included as a new type (64853)

View All pages

Flag to indicate if there is a filter on the column(s) extended to remaining View All pages (65302)

Attachments

Drag and drop of attachments to upload box changes to ‘Drop Files Here’ (65635) *

Smart Reporting

Global reports process so Vision33 can provide standard example reports, requiring changes to the report menu to move to document type level reports (66026)

Smart Reporting

Dynamic dates to allow users to select filters that are not fixed so when the report is re-ran or shared it will have current filters e.g., last week so it will show the last week depending on the date it is ran. (66128)

Purchasing

View All Purchase Invoices

Amount column not available on Invoice list screen (65296) *

Purchasing Reports

Error when running PO Details Report if dimension is called ‘Project’ (65356)

View All Purchase Invoices

OCR scans not searching by email address on SmartSearch (65878)

Expenses

Edit Expense

Failed expenses when rejected are not removed from the list (52961)

Edit Expense

An error incorrectly stating the remaining amount must equal 0 (65842)

Edit Expense

Unable to change GL account on split line pop up screen (65843)

Sales

Sales Orders

View all Sales Orders showing 6 decimal places when it should be 2 (65817) *

General

Excel uploads

Error message when trying to create a PO Upload Template – process for Excel uploads altered (65253)

General

Smart Reports

Smart Reporting – Dimensions not showing correctly (65803)

OCR 27

Email extraction

Additional invalid characters removed (# > < / \ ' ") to avoid 404 error when viewing attachment (65433)

Email extraction

Mailbox download changes to attachment extraction and email body saving processes, including enhanced error logging and detection of stuck processes, and maintenance page updates. (65833)

OCR Processing

Auto-Approve feature removed as approval workflows can be set to no approval (65833)

OCR Processing

Credit Notes to not apply terms for due date (65833)

OCR Reporting

OCR statistics page updates for where bad data is entered in Gross or Date fields, and Sales order queries (65833)

Purchasing

View All Purchase Orders

PO Copy to reset delivery dates on lines to current date (52216)

Rapid Invoices

Smart Search expand in Rapid Invoices / Purchase Invoices to be retained after processing the invoice (64266)

PO Upload

Changes to warehouse code format type to allow for excel changes in the upload file (64603)

Edit Purchase Invoice

System setting ‘Grid Page Size’ to be moved to a company setting for Rapid Invoice page change. Default is 25 rows if not set (65283) *

Edit Purchase Invoice

Purchase Invoice Number duplicate checking when multiple save / submit (65338)

Edit Purchase Order

If no users in Role/Group for workflow, then POs do not submit but should now warn to save as draft (65657)

Edit Purchase Invoice

Only check the due date if NOT a credit note (65662)

Edit Purchase Order

Support for Business partner period special prices (64665) *

Home page

Invoices with no creator, following automatic GRN checks, to be shown as a due for submission task for AP users (65827) *

Expenses

Expense Reports

Expense Analysis Report - additional Net and Tax fields (52936)

Edit Expense

Creator can edit description on credit card expense after rejection (65222)

Mobile expenses

Posting date for mobile expenses set to last date rather than end of month (65324)

Credit Card Expenses

Credit Card import rounding down from 6 decimal places to 2 on import so that SAP import does not create imbalance (65816)

Edit Expense

When using Copy or Delete lines functions the totals are also updated to avoid an additional save (65905)

Sales

Edit Sales Order

Unit price validation removed for <> 0 to reduce data entry (65346) *

 General

Login

2FA Improvements to login page (65276)

User Groups

Update resolved approvers table when user has been removed from a group to remove from approvers view (65337)

Smart Reporting

Removed special characters from report name to prevent printing errors (65379)

Reporting

Approval History Report - Document/Invoice number added (65585)

Attachments

Attachment filenames to have invalid characters encoded to avoid 404 errors (65806)

Smart Reporting

Smart Reporting to look at Page rights per document report type (65834)

Reporting

Licence reporting to allow ‘All’ option in configuration report (66005)