Release for production: Saturday, April 13th, 2024
This update is designed to work with the Dooap's dynamics package 1.2.26 for D365. While updating D365/AX2012 is not required, some of the new features or fixes do require the installation of the new package. Features that need the new package are marked with an *.
New Features
- Invoice import improvements:
- VAT registration number is now utilized in a better way to determine the correct company.
- Company recognition ignores inactive companies.
- Invoice data from xml can now be used to automatically assign invoice type. This feature is managed in Admin -> Invoice types page.
- Validation rule improvements
- A new validation rule "Posting date" has been added, allowing Dooap to alert users if the invoice posting date is earlier than the product receipt date.
- Error/warning messages are now combined per message type.
- Improved validation message for missing item sales tax groups.
- Users can find the correct vendor by using Search name in the invoice handling screen. To enable this feature please contact Dooap support.
- Improvements in Search page:
- New permission (UpdateJournalAndVoucherToInvoice) allows users to manually update voucher and journal number on transferred invoices.
- Better handling of translations on Search page's facets.
- Validation for invoices in status Transferred are not being shown.
- Support for Portuguese language
- Performance improvements to recurring invoices section and transfer to payment page.
- Dooap Capture technical improvements.
Fixes
- User interface fixes:
- Admin: Scroll bar on Invoice Types page is no longer disappearing upon page refresh.
- Description for sales tax groups is now available for the 1st coding line created through ML prediction.
- When invoice is returned to previous handler, returning user no longer sees an error message.
- When user rights to view certain invoices are removed, user will no longer see error message.
- Invoice in previous invoices section is filtered automatically and can be now expanded at the same time as invoice in active invoices section.
- Payment information issue related to broken Dooap invoice link is now fixed*.
- Cash discount date is now displayed correctly in D365's Open vendor invoices*.
- AX2012 improvement to default description functionality*.
- FYI issue with displaying invoices is now resolved.
- Matching PO invoice no longer causes ML PO suggestion error.
Mobile new features (Released to stores on 16th of April)
- Transition to MAUI platform.
- Possibility to see up to 10 invoices in Previous invoices section.
Mobile fixes:
- When validation rules lock coding line, the application is no longer going into a spinning loop.
Analytics
- AP tools improvements
- PO number and CustomData1 added to "Invoices by previous task" page
- “Timeline with open invoices” report redesigned and renamed to “Open invoice time data”
- All Fast Close reports are under “Fast Close”. (PO invoices includes only the ones that have been two-way matched)
- Fast close with 2-Way matching PO invoices added to AP tools
- Performance improvements
Known Issues
- Procurement category PO invoice with line discounts, stops at pending invoices and might need manual corrections if associated with miscellaneous charges.
- If an PO related invoice contains both regular sales tax lines and use taxes, invoice does not post in D365 and require manual correction.
- Not all tax codes are updating from D365. If any problems with the updates, a scheduled import should be used instead of the CEF (change entity framework sync).
- Address is not updated with change entity framework sync CEF (change entity framework sync) if user does not press save button in D365.
- Integration account requires SearchAll or InvoicePreview roles for automatic invoice transfer to payment to work correctly.