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Vision33 iDocuments Release Notes (Public Cloud Edition)

Updates to production.idocuments.io and productionuk.idocuments.io

First published on: 04/29/2025/1:28 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: May 1, 2025

Version:

  • iDocuments 5.35
  • OCR v42

 

New Features

 

Component

Area/Page

Description
General Approval Workflows
  • Approval History Report now includes columns at each stage to show proxy users (80050).
    • The old report showed the original approver rather than the fact that it could be done by proxy.
Purchasing Rapid Invoices

The 'Max Cash Discount' field in Rapid Invoices allows a flag to be populated in SAP based on the company setting for ‘Can Show Max Discount’, making it visible. It's defaulted to Y and mandatory (79951).

 
  User Login
  • Two new settings ('Delivery Date depends on PO' and 'Delivery Date depends on PI') allow you to refresh data based on the tax or posting dates (79133).
    • In the old setting, 'delivery date depends on' was typically set to Tax Date (Document Date) for PI. However, sometimes purchasing requires exchange rates to be refreshed, and the tax date is often hidden on the PO screen.

 

Fixed Issues

 

Component

Area/Page

Description
OCR v42 Intelligent Capture OCR sales order item name doesn't match (checks OITM code, then catalogue code, description for last used, then item name) (80324)
General Approval Workflows Amending the approval workflow that returns an error that the limit is not valid (80038)
  Groups Selection/deselection of SAP Item Groups won't affect other pages (80040)

Improvements

Component

Area/Page

  Description
Purchasing Import Purchase Orders New company setting ‘Can refresh data after PO import’ allows SAP pricing to be refreshed on imported POs (79172) *
  Rapid Invoices GRPOs don't close in SAP when the freight line is amended on PI (79938)
  View All Purchase Orders Data export reporting – minor updates (80021)
  PDF Manager PO Document Manager – Payment terms instead of terms group (80037)
  PDF Manager PO printing changes via API – Allows Saltbox emailing of approved PO to creator (77910)
  Rapid Invoices 'Export CSV' will export all pages of PI lines from Rapid Entry, not just one page (80487)
General Intelligent Capture Mailbox configuration – Validates error email address to prevent circular emailing (75643)
  Approval Workflows Procurement approval shows the role name of the next approver rather than the first user only (79775)
  Smart Reporting Smart reporting now includes the payment reference field when used (80003)
  Multi-Factor SMTP OAuth now includes MFA code requests (80046)
  Home Page Single sign-on improvements for a two-step approach instead of three (79230). (See iDocuments Single Sign On.)
  SMTP SMTP OAuth for non-approval tasks (e.g., forgotten passwords and scheduled reminders) (79879)
Expenses Edit Expense Expenses limited to six lines copied without saving or refreshing (79714)
  Credit Card Receipts The credit card receipts page has additional fields, which will be used on future mobile options for GL when capturing credit card receipts (79928)

 

Known Issues

 

None.

 

Additional Notes

*Temporary changes are already applied and completed as part of this update.

 

 

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Last modified: 05/16/2025/5:13 pm

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