Vision33 iDocuments Release Notes (Public Cloud Edition)
Published: September 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 by the following and are explained in detail in the subsequent sections.
Information
Date: September 21, 2022
Versions:
- iDocuments 5.12
- OCR 20
New Features
| Component | Reference | Description |
|---|---|---|
| Purchasing | ‘Awaiting GRN’ Invoice Status | Feature to automatically move invoices to draft, linked to a PO once a GRN has been completed |
| Proforma Invoice Check Box | Ability to remove the proforma check box with a company setting | |
| Column Added | Due date column added to View all invoices list | |
| Editing VAT Amount | Ability to edit tax amounts on invoice lines and post to SBO | |
| Approver Comments | Ability to post to SBO ‘All’, ‘Last’ or ‘None’ of the approval comments on a document | |
| Goods Return | Ability to filter on the Goods Return popup | |
| Supplier Email Addresses | When issuing a PO to a supplier, user will see contacts from BP record in SBO | |
| Purchase Requisition Message | Message for PR 'Currency is mandatory' | |
| Item Error Message | Item is now a mandatory field on Purchase Orders | |
| Sales | Warning Message Addition | Add warning message prior to deleting a document on 'View All Sales Orders' screen |
| Purchasing/ Sales | OCR Popup Added | OCR popup 'Document is Locked' message added |
Fixed Issues
| Component | Reference | Description |
|---|---|---|
| Platform/Common | Local Admin Views | Local Admin able to view all roles within their company |
| Dormant Users | Dormant Status: When a user is marked as dormant the user will no longer be available for selection in the approval workflow set up | |
| Purchasing | Self-Approval | Approval button will remining constant when page refreshing on purchase orders |
| Workflow Approvals | Ability to select ‘List of Users’ when submitting an invoice, when the user has a default group | |
| Updating Lines Through ‘Lines’ Tab | Ability to amend a GL account in the lines tab on the Rapid Invoice entry page | |
| Sales | Exporting Sales Reports | Ability to export sales reports from the Sales Order listing page |
| Page Redirects | When submitting a Fast Track order, user will be returned to list of outstanding ‘OCR’ scans | |
| Purchasing/Sales | OCR Process Type | OCR displaying Process type (Sales Order or Purchase Invoice) in the Intelligent Capture log |
| Expenses | Rounding | Rounding of VAT/Tax produces consistent results when rejected and resubmitted |
| Manual Updates | When updating a draft expense claim, ajax search is available |
Improvements
| Component | Reference | Description |
|---|---|---|
| Purchasing | Zero price invoices | Invoice with zero price to now process in iDocuments |
| Posting date edits | The posting date can be edited by the finance approver | |
| Expenses | Attachments posting in SAP | Expense attachments on lines now posting to a UDF on line in SAP |
Known Issues
None at this time.
Additional Notes
None at this time