Vision33 iDocuments Release Notes (Public Cloud Edition)

OCR 28

OCR Processing

Document attachments can be identified by email subject - for new mailbox type iDocuments will try to find the document to link it to as a new attachment, by using the subject.  Email subject should be the document type (PO, GRN, GR, PI, SO or SI) then a space and then the reference number.  If not uniquely matched it will show on homepage as “Pending document link” when logged in as admin or finance approver where it can be linked manually (66027)

OCR Processing

Ability to check for a duplicate invoice/sales order across all linked companies and still having the ability to re-route manually to a different company (66131)

General

Smart Reporting

Permission enhancements to allow for Global and user reporting changes (66026)

Purchasing

Edit Purchase Invoice

invalid warehouse after invoice split (66363)

Expenses

View all expenses

Expenses users can see expenses from other group users (66251) *

Sales

Fast Track

SAP item group items not showing correctly (66554)*

OCR 28

OCR Processing

Further filename and attachment names validation for company names with special characters (66027)

OCR Processing

Enhancements for mailbox scanning to allow changes from Gmail to be catered for (66027)

Purchasing

Edit Purchase Invoice

Chat function to warn of existing chat and have a counter on the chat button (66309)

View All Purchase Orders

Supplier column now set to be reorderable (66490)

View all fully approved expenses

Expense Reference field not filtering (66433) *

Fast Track

Item type line description field to auto populate when created from Line Tab (66291)

 General

Import files

Import File Setup Pages have columns closer to make matching easier (65250)

Configuration Reports

System users configuration report now includes TFA (Two-Factor Authentication) enabled flag (66170)

Proxy Users

Proxy users - original user ignored for Two-Factor Authentication checks (66184)

Excel Uploads

Excel changes on imports - Imports now only allow xlsx format (users will need to be re-set and xls imports)– Note: also, *Beta changes for alterations to type (66563)

Excel Uploads

Changes to Excel import technology from OLE to OX. *Beta system setting (UploadTechnology) to control type of import technology to use (66673)

Localisation

German localisation support - menus and pages will render in German (initial Google translation version)