Vision33 iDocuments Release Notes (Public Cloud Edition)
Updates to production.idocuments.io and productionuk.idocuments.io
First published on: 09/23/2025/4:03 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: September 24, 2025
Version:
- iDocuments 5.38
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| Expenses | Edit Expense |
Company setting to allow expenses to only show certain tax codes (website only) (82445)
|
| Edit Expense |
Addition of a Transaction Reference column on the Expenses Details summary (82497)
|
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Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | View All Purchase Orders | Watermark replaced for Draft PO document (82273) * |
| Edit Goods Receipt | PO Attachments Mandatory setting affecting GRN documents (82556) | |
| Expenses | Edit Expense | Dimension heading removed with fixed dimensions are not set (81814) |
| Edit Expense | Error message for tax code dropdown changes (82216) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Edit Goods Receipt | Goods Receipt related documents will show count in brackets, to make consistent with the PO tab (82097) |
| Rapid Invoices | ‘PI Approver Can Edit Department’ setting extended to Rapid Invoices (82259) | |
| Purchasing Reports | PI analysis by GL account report to refresh when date filters are altered (82380) | |
| Rapid Invoices | Option to select all on the PI list screen for the current page only (82529) | |
| Edit Goods Receipt | Message on no qty receipts should relate to the amount rather than the qty (82682) | |
| Edit Purchase Order | The exchange rate reversed for self-approval when the 'can use multiplication' setting is used (82758) | |
| Sales | Auto submitter | Auto-submitter Sales Orders to validate for item and date (80476) * |
| Edit Sales Delivery | Edit Sales Delivery updates (82135) | |
| Expenses | Expense Reports | Mileage report permission changes based on role (82281) |
| Edit Expense | Send emails to all users when a credit card file is for multiple users (82298) | |
| Edit Expense | Finance approval stage included in the check for valid approvers (82316) | |
| Edit Expense | Credit card lines will only validate the current line when using the split option (82346) | |
| Edit Expense | Credit card lines will show receipts in line details (82740) | |
| Edit Expense | If the credit card receipt is auto-populated, the receipt description is moved to the purpose field (82749) | |
| Edit Expense | Dimension drop down and popup to include group dimensions and OOCR table (83002) | |
| General | Configuration Reports | Users and groups report to optionally include the 'exclude administrator' tickbox (83208) |
| Company Settings | Duplicate setting removed for ‘PI Approver Can Edit Department’ (82259) * | |
| Email Messages | Comma separated list of approver names should also contain a spacing in approval emails (82280) | |
| Home Page | Awaiting GRN to be included in the ‘Submit PI’ link on dashboard (82398) | |
| Single Sign-On | Removed the requirement for mail.send permission from single sign-on requests (82618) * | |
| Home Page | Queried PIs should use the role to determine whether to show on the home page (82643) | |
| Configuration Reports | Groups GL Accounts to include Format Code (82664) |
Known Issues
None.
Additional Notes
None.
|
Last modified: 11/07/2025/6:47 pm |