Vision33 iDocuments Release Notes (Public Cloud Edition)
Updates to production.idocuments.io and productionuk.idocuments.io
First published on: 11/05/2024/8:44 am
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: November 20, 2024
Version:
- iDocuments 5.32
- OCR v38
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Rapid Invoices |
The new field for ‘PO Warehouse’ to show as an additional column, populated only from the PO when at Awaiting GRN automatically from OCR. (77453)
|
| Rapid Invoices |
The chat function now includes a share button to send to an external email address. (76631)
|
|
| OCR v38 | Intelligent Capture | The new version OCR contains improvements to auto export to allow some invoices shown as 'needing training' to be exported. (74925) |
| General | User Setup |
New user creation will now email the user a temporary password to have them change the password on their first login. (77243)
|
| Two-Factor Authentication |
The new company setting ‘Enforce TFA’ ensures all users in a company configure and enable two-factor authentication before being allowed to log in. Users will be directed to the personal settings page. (76285)
|
|
| User Setup |
A new status request allows users to be automatically set to 'suspended' (equivalent to 'dormant' but still included in user licensing). For security, any user would automatically:
|
|
| Exchange Rate Webservice | To allow exchange rates to be determined externally from the ERP tables, a webservice can be enabled with a new company setting called 'Marketing Rates Come From FX' using the ISO currency code for the business partner and document/posting date. (77473) |
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Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Import Purchase Order | If a PO import fails, it creates a zero-value PO. Now, if you import POs with no lines, they will be deleted automatically. (77008) |
| Rapid Invoices | When disabling popups, the warehouse code autocomplete will now work on the grid and line tab. (77141) | |
| Rapid Invoices | Select an item popup not returning data - Rapid entry line tab screen. (77306) | |
| Rapid Invoices | PO lines are removed after adding a non-GRN PO. (77489) | |
| Rapid Invoices | The project code gives the error of being required/invalid after being entered. (77723) | |
| Sales | Fast Track | When disabling popups, the warehouse code autocomplete will now work on the grid and line tab. (77141) |
| Fast Track | The SAP price conversion error means the price was not always shown. (76723) * | |
| Expenses | Credit Card | Auto matching of credit card receipts choosing the oldest rather than matching by value and capture date. (77562) |
| Mobile | Credit Card Receipts | The red icon was showing even though the receipt was attached. (77562) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR v38 | Intelligent Capture | Skip OCR process to not require defdoctype setting. (77110) |
| Intelligent Capture | Company settings ‘company folder’ is now checked by OCR to ensure it's unique. (77249) | |
| Purchasing | Rapid Invoices | Allow editing of the additional cost that was copied from the PO to include the tax amount. (76038) |
| View All Purchase Orders | Project code to be validated when the PO is copied, and if now inactive wouldn't be included. (76522) | |
| Rapid Invoices | The SAP Doc Number column was renamed to ERP Doc Number. (76759) | |
| Rapid Invoices | Error message update to show 'Tax Date' as 'Document Date' to match the field label. (77106) | |
| Rapid Invoices | New company setting ‘Can Show Payment Block On RI’ is now required to allow the payment block check option to be shown. (77256) | |
| Edit Goods Receipt | Validation added to block zero receipt quantity goods receipts from being issued. (77437) | |
| Rapid Invoices | Header UDF is now also populated on copy from GRN if set as awaiting GRN from OCR stage, so it's the same as selecting it in 'Rapid Invoice' screen. (77244) | |
| Sales | View all Sales Orders | Sales order approvals to allow for cost centre function. (76281) |
| Edit Sales Quotation | Options to hide tax code and GL code from item-based SQT. (76753) | |
| View all Sales Quotations | The SQT listing page changes to add the SQT number autocomplete function. (76930) | |
| View all Sales Quotations | A card code field was added to the SQT listing page. (76931) | |
| Edit Sales Quotation | Autocomplete function for customer code on SQT. (76943) | |
| Edit Sales Quotation | Copy line function added to SQT. (77104) | |
| View all Sales Quotations | Listing page speed enhancements. (77105) | |
| Edit Sales Quotation | Ability to add freight costs for SQT. (77013) | |
| Fast Track | Ability to copy freight costs when copying from SQT to sales order. (77103) | |
| Expenses | Edit Expense | Company setting ‘Use Transactional Site’ to allow bespoke value for SiteCode for non-SAP related UDF. (76165) * |
| General | Company Settings | Import of company settings, including general column type. (76549) |
| Home Page | Maintenance emails include a release note link by default. (76660) | |
| Usability | To be able to use copy and paste on the Service GL description field the same way you can on the item description field. (76763) | |
| User Setup | Additional notice of licence changes and prices when adding users. (75382) * (77092) | |
| Tax Codes | Tax code field to be increased to 100 characters to allow for other ERP requirements. (77117) * | |
| Mobile | Edit Expense | The 'Use Transactional Site' company setting is now used to populate the site code for bespoke integration. (77517) * |
Known Issues
None currently.
Additional Notes
*Temporary changes are already applied and completed as part of this update.
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Last modified: 11/21/2024/8:45 pm |