Vision33 iDocuments Release Notes (Public Cloud Edition)
First published on: 05/10/2024/4:18 pm
Overview
This document outlines the updates and work completed in iDocuments during the most recent Vision33 Public Cloud release. These changes are categorized as follows and explained in detail in the subsequent sections.
Information
Date: May 22, 2024
Version:
- iDocuments 5.28
- OCR v35
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR 35 | Intelligent Capture | SAP prices to also include volumetric pricing discounts for sales orders (73681) * |
| Sales | Fast Track Order | Scan price now loading and SAP price now extracted by OCR processing rather than on-page load of OCR document (73188) * |
| Edit Sales Invoice | Draft SI documents to be accessible to other members of the same group using the new company setting “Can Group Edit Draft” (73202) * | |
| Edit Sales Invoice | Creators can now reject an invoice from the edit screen after it's submitted without having to request from the approver (73474) | |
| Purchasing | Purchasing Reports |
Added "Approved Purchase Invoice" and "Finance Approved Purchase Invoice" reports (73682)
|
| Edit Purchase Invoice | Creators can now reject an invoice from the edit screen after it's submitted without having to request from the approver (73474) | |
| General | Speed Enhancements | A new company setting called “Minimum Prefix Length” can be an integer setting with a default value of 1 for how many characters the item autocomplete requires before displaying 20 results (73192) * |
| Mobile | New Version |
The new ‘iDocuments Mobile’ version is out of Beta (73235). Users can switch as needed; ensure any in-progress expense documents are uploaded and any expense receipts used as these are not transferred.
The new user guide is on the help site at https://help.vision33.com/idocuments-mobile-app-user-guide.
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Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Expenses | View All Expenses | Expenses not showing the finance approver as the next approver (73298) |
| Credit Card Upload | Credit card numbers can be the same across companies, as most show only 4 characters. It also uses the company ID to make it more unique (73627) | |
| General | Approvals | Rejection emails aren't always triggered if rejected from the listing page (72910) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR 35 | Intelligent Capture | Speed enhancements and changes for training page connections (73905) * |
| Purchasing | Rapid Invoices | Save layout on the history tab to allow column changes (73466) |
| Edit Goods Receipt | Reserve invoices/GRPO from iDocuments to SAP with a reserved PI as a base document. Documentation was added to the help site (67409) | |
| Add Purchase Requisition | Now Reqs only saves if the user adds a supplier (73140) | |
| Edit Purchase Requisition | Requisition approval notification now checks multiple places to obtain the creator’s name (73686) | |
| Add Purchase Order | Unable to select Currency STG - non-default currency in iDocuments but the base in the finance system (73687) | |
| Expenses | Upload Credit Card | Number format now allowed, rather than requiring changing to a general format (73179) |
| Upload Credit Card | Balancing line rounding attempts for non-system currency users to be documented in transaction logs (72685) | |
| Add Expense | Further clarity of why a user can't raise expenses by an error message to prompt a check for the default company (73593) | |
| General | Proxy | Dormant user as a proxy can no longer log in (73467) |
| Speed | Can Disable Popups - Altered company settings to allow some document types to have popups and others not by additional company settings (e.g., Can Disable Popups ON {DocType]) (73520) | |
| Licencing | Licences exceeded messages removed when adding default company or adding roles, as the licence management is now outside iDocuments (73632) * | |
| Workflows | The group copy function now shows an error if no users are assigned to the group and won't copy the workflow element (73306) | |
| Workflows | If the 'All' document type workflow is altered, it won't be set to draft, so the prompt should be removed (73802) | |
| System management | Included Purchase Requisitions to V33 admin reset to draft function (73819) |
Known Issues
None currently.
Additional Notes
* Note: Temporary changes in mid-release that were completed as part of this update.
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Last modified: 06/10/2024/9:27 pm |