OCR 30

OCR Processing

Shipping type added to Sales Orders and included as an optional OCR header field (67930)

Purchasing

Edit Purchase Invoice

Query button to be re-introduced (via company setting ‘Allow Invoice Query Status’) to allow finance users to place invoices on query and reset button once the query is no longer required (67438)

Edit Purchase Invoices

System setting ‘Global Default GL Code’ moved to a company setting to allow approvers to be prevented from approving purchase invoices with the default GL code from that setting (67515)

Edit Purchase Invoices

New company setting for ‘Global Default VAT Code’ to allow approvers to be preventing from approving invoices with the default VAT code from that setting (67516)

Edit Purchase Invoice

Tolerance data button to show on PI screen to explain the reason for approval being required (67521)

View All Purchase Orders

Ability to amend the PO creator name on open PO's if they have left the company via user list > Purchase Orders (68030)

Expenses

Credit /Debit Card Upload

Open Banking integration for Credit Card transactions (67410)

General

Saltbox Sync

Ability to raise a PO in SAP as unapproved and use the iDocuments approval workflow after synchronisation to approve, updating the Approved flag back into SAP (57915)

Edit Expense

Ability for expense user to reject their own expense after submission - plus admins (63762)

Configuration Reports

System Users report to show users with Credit Cards assigned (67408)

OCR 30

OCR Processing

The OCR process will now check if the Tax code on the line is set as Acquisition Reverse in SAP and automatically set the tax amount to zero (68247)

OCR Processing

Freight not copying from GRN to PI in OCR processing (68753)

Purchasing

Rapid Invoices

Rapid Invoice - due date label corrected and populated on Excel outputs (68147)

OCR 30

OCR Processing

Field validity check on history to ensure old values are not used when it is still the most common. E.g., if a group is replaced but was the most used against invoices, then the OCR still suggests this group and, in this scenario, it will be blanked until a valid one becomes the most common. This will also apply to items and GL codes that are defaulted by the OCR (68452)

Purchasing

View All Purchase Orders

Multiple Rejections not allowed but no warning presented (52249)

Rapid Invoices

Pre Payment and Down Payment Tick boxes to be aligned (55595)

Purchasing Reports

PI Details Report now to include the 'Project’ analysis field (67279)

Edit Purchase Order

Legal approval now has rejection option (67298)

View All Purchase Requisitions

FinanceApproved Requisitions updated to remove next approver (67351)

View All Purchase Orders

PO Closing reason to be an optional prompt, using company setting ‘Is Closing Reason Mandatory On PO’ (67748)

View All Purchase Requisitions

To show DocNum instead of DocEntry - pre-sync to SAP the DocNum is shown then post-sync the DocEntry is shown on Purchase Requisitions (67889)

Homepage pending tasks

Ability for financeapprover and local admin to see all queried invoices on dashboard, not just the ones created by the user (68031)

Purchasing Reports

PO Details Report to have GL Codes and Names separated into distinct columns (68079)

Rapid Invoices

Allow approvers to add attachments to submitted invoices (68123)

Rapid Invoices

GL Account Magnifying Glass available for rapid invoices for approvers (68154)

Edit Purchase Requisition

Supplier field visible on rejected Purchase Requisition (68227)

Purchasing Reports

PI Details Report altered GL Account and GL Name to be in separate columns (68251)

Edit Purchase Order

No add line option on full approved PO (68280)

Edit Purchase Requisition

Validation on header currency field on Add / Edit Purchase Requisition to allow for blank supplier and currency (68359)

View All Purchase Orders

Changes to deletion messages when PO is linked to a GRN (68453)

Home page submissions

After approving documents are returning to home page instead of submission list (68455)

Sales

Fast Track Order

Minor updates to Branch functionality (49502)

Fast Track Order

Duplicate check for Sales order 'Customer Order Number' using Company Setting “Duplicate Customer Order Number Check” (54020)

Expenses

Company Settings

Additional company settings moved from system wide ones so they can be enabled or disabled per company (50749)

ExpenseVarianceMessage - adds a message on add/edit if the expense is outside of policy.

Allow Overlapping Expense Claims - for dates on the header (whether you're only allowed one a month for example or can have from/to dates that overlap a previous one)

View all Expenses

After rejecting failed expenses, the redirect now goes back to all expenses rather than just failed expenses only as with the failed expenses homepage link (51896)

Add Expense

Adding expense when default VAT codes are not set-up to provide a more specific error (56069)

Add Expense

Expense Split function added on Add page as well as Edit page (66832)

Credit Card Expense Upload

Notifications to the user when a CC expense is uploaded - addition of [Creator] keyword (68121)

 General

Company Settings

Deprecated ‘Can Show GRN Close Message’ as another setting for ‘Bypass GRN Close Message’ is already in use (52129)

Audit reports

User login shows proxy as well as user (52451)

Audit reports

Workflowcreated now includes new workflows added (54142)

Audit reports

Password changed now includes user by and for (54150)

Audit reports

GLChanged now includes GL code if singular change (55600)

Personal Settings

Limit ability to disable 2FA to Admin only (68122)

Maintenance

Maintenance – Release notification message updates and homepage alert (68447)