Vision33 iDocuments Release Notes (Public Cloud Edition)
Published: Oct 18th, 2023
Overview
This document outlines the updates and work completed that have been inputted into iDocuments during the most recent Vision33 Public Cloud release. These changes are categorized by the following and are explained in detail in the subsequent sections.
Information
Date: October 18th, 2023
Version:
- iDocuments 5.23
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
|
Purchasing |
Purchase Invoices |
If company setting ‘Can Set Payment Block’ is set to Y and Payment Block option in SAP Business Partner is set to Y, then it will set the payment block flag in SAP on Purchase Invoice upload to SAP (67904)
|
| Rapid Invoices / View All Purchase Invoices | Invoice listings to show transaction log last update for any failures (68620) |
|
| Sales | Fast Track |
Line Text fields (item/GL code/Description/Tax Code and Dimensions) can now have a field size set – Using Company Setting “TEXTBOX WIDTH” e.g., Default is set to 200 and the larger size would be 380, altering from 70px to 80px (69207)
|
| Expenses | Expense Reports | Finance Approved Expenses report now has document type column so it can be filtered by Exp / CC options (69320) |
| General | Audit Trail |
Audit trail for page right changes (67660)
|
| Audit Trail |
Audit trail for deleted invoices if they have been rejected (69174)
|
|
| Configuration Reports |
New ‘Licence Report’ to show full listing of licenced users across the selected and any associated companies (69446)
|
Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Rapid Invoices | Smart Search does not retain the search filters after submitting PI (69283) |
| View All Purchase Orders | ‘Object reference not set to an instance of an object’ error occasionally seen in newly created companies now resolved (69298) | |
|
Expenses |
Edit Expense |
Receipts attached from credit card receipt uploads not showing as attached (69285) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
|
Purchasing |
Edit Purchase Order |
Changes to ‘Can Hide VAT Code on PO’ to allow it to work in the public cloud environment (67023) |
| Reminder Emails | Scanned Sale Orders to be included in reminder emails as Pending (68896) * | |
| Landed Costs | Minor updates to the landed costs approval workflow configuration (68965) | |
| View All Goods Receipts | Rejected GRN shown on GRN listing from home page (69323) | |
| View All Purchase Invoices | Failed PI no longer showing in red after being rejected (69206) | |
|
|
View All Purchase Orders
|
Re-Open button is renamed to ‘Re-Open for GRN’ to clarify it’s not the PO SAP status being amended (69209) |
| View All Purchase Orders | Rejected PO was not red but now also removed from failed list (69324) | |
| PO Import File Setup | ‘Mapping is required’ for missing field mappings now removed for optional fields i.e., delivery instructions, SAP Project Code, Discount Percent, UOM, Warehouse Code and OCR Codes/Dimensions (69355) | |
| Purchasing Reports | PO detail report now with added Invoiced Amount column and amended Outstanding Amount column in line with the Outstanding column on PO list screen (69380) | |
| Expenses | Edit Expense | To prevent submitted expense with zero transaction amount (68963) |
| Edit Expense | Tax posting based on gross value of expense line, not net value (68964) | |
| General | Licensing | Licence limitations are removed to allow actual values to be shown with usage when a new licence file is applied (68404) |
| Proxy Users | Proxy for Vision33 admin users to be hidden when required (68976) | |
| Add/Edit User | Now allows save after admin user presses update (69017) | |
| File Uploads | Now that only .xlsx files are allowed, any .xls mappings should be prompted for updates when they need to be replaced (69421) | |
| Licensing | Home page licencing widget updated to include all licences for a group of companies, if multiple companies are in use across iDocuments (69445) |
Known Issues
None currently
Additional Notes
* Note: Mid-month temporary changes were completed as part of this update.