Vision33 iDocuments Release Notes (Public Cloud Edition)
Published: October 19, 2022
Overview
This document outlines the updates and changes applied to iDocuments Multi-Tenant Environment (MTE) in the most recent release. These changes are categorized as follows and further detail id provided in the subsequent sections.
Information
Date: October 19, 2022
Version(s):
- iDocuments 5.13.2799
- OCR 21
- Master data sync 11
New Features
None at this time
Fixed Issues
| Component | Title | Description |
|---|---|---|
| Core | Company Setting | Company Setting - correct misspelling |
| Roles | Missing roles missing on local admin | |
| Activity | Activity Add Edit - Procedure of function ‘TidyUp_GetActivityTasks’ expects Parameter ‘@CompanyID’, which was not supplied. | |
| Purchasing | Purchase Contracts | Add Purchase Contract - Subtotal, total, etc. fields not populating. |
| Purchase Contracts | View all purchase contracts - headers missing. | |
| SAP Integration | Copied failed POs are added as Draft but in red | |
| SAP Integration | Certain POs not syncing | |
| Dashboard | MTE - dashboard task differ to list view tasks. | |
| Sales | Sales order | Error when deleting line. |
| Expenses | Expenses | Updating Expense caused issue. |
| Expenses | Updating the expense line manually does not apply the change. |
Improvements
| Component | Title | Description |
|---|---|---|
| Core | Company set-up | Unable to update Company Name and Company Code. |
| New Company Settings | LOGONLOCKOUTTIME and MAXLOGONATTEMPTR | |
| Approve Workflow | Approval Workflows Page to Show “Active” column for clarity | |
| Introduce Workflow to Extract iDocuments licensing information. | ||
| Approval Workflow | Opening an Approval Workflow and making no changes and saving triggers the “warning all docs to draft” message. | |
| Audit Log | Changes on CompanyAddEdit.aspx added to /AuditLogsView.aspx Page. | |
| New Company Setting | Can import freight company setting. | |
| Workflow | Workflows vs PO’s set to draft. | |
| OCR | OCR | OCR Button ‘Send selected to Rapid Entry without training’. |
| OCR | OCR cancel option – warning message requested. | |
| Purchasing | Credit Note | Due Date/Document date incorrect on CN’s. |
| Credit Note | Credit Note attachments not saving with supplier/credit note reference on file name. | |
| Email alert | Confirmation email for Goods Receipts – PDF not attached. | |
| Lag between approving invoice and syncing to SAP. | ||
| Goods Return Selection Window | Add Related Document Reference Column back. | |
| Rapid Invoice form - Withholding Tax | Show amounts on Rapid Entry Screen Option. | |
| Rapid Invoice form | Item Description to show code in another field. | |
| Rapid Invoice form | Ability to add attachments using a Rapid Entry role. | |
| Invoice List | Modify Supplier Search Functionality. | |
| ERP integration | Reject message populating the remarks field in SAP. | |
| Purchasing Reports | KPI Report amendments for current months. | |
| Rapid Invoice form | Future Dated Invoices by setting. | |
| Rapid Invoice form | Rapid Entry – Be able to enter on invoice lines. | |
| Upload Purchase orders | Provide template under Admin/PO import file setup. | |
| Sales Order | Page Redirects. | |
| ERP integration | Failed SQTs – Not shown in red one with a Failed SQTs or regular SQT listing pages. | |
| Sales Quotations | Copied Sales Quotations Not Copying Document Description. | |
| Sales Order | Unable to cancel an order in Fast Track orders. | |
| Sales actions required | Action Info – More info. In messages (Sales). | |
| Sales Orders | Save from grid option Fast Track screen. | |
| Dashboard Sales | Approve SO behavior vs PO. | |
| Expenses Personal Settings | Add Journey’ button within Personal Settings. | |
| Expenses date validation | Add message if user tries to add incorrect date format to Date Milage Year Starts Company Setting i.e. “Date must be “mmm-dd” format such as Apr-06” |
Known Issues
None at this time.
Additional Notes
None at this time.