Release for production: Saturday, April 12th, 2025
This update is designed to work with the Dooap's Dynamics package 1.2.31 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
- Recurring invoices (Contracts and self billing):
- Templates now include a quantity field for improved project coding.
- Enhanced history logs now provide clearer and more detailed explanations.
- Templates now require a valid PDF attachment for activation by the user.
- User interface improvements
- The transaction text on the coding line has been repositioned to the left side, enhancing readability and making it easier for users to navigate.
- A notification will be shown on the transfer to payment page if the related purchase order has been cancelled.
- The exclusion of words from vendor recognition is now case insensitive, allowing better accuracy in identifying vendors.
- Procurement category invoices without unit price are now posting correctly. *
- Search:
- It is now possible to add multiple attachments at the same time.
- Users can now narrow down the search to voucher and journal numbers.
- The validation of posting dates for invoices related to purchase orders now considers the month/posting period rather than the exact date.
- If an email address is found to be invalid, the system will automatically disable email notifications for that user.
Fixes
- Search:
- Refreshing the search results after sorting is now functioning correctly.
- The selection of tax groups on the coding line is now functioning correctly.
- The purchase order suggestion feature for removing lines now allows users to delete lines without needing to refresh the page.
- AX2012: fix for the default descriptions for purchase order invoices not always working correctly.*
- The steps in the Admin -> The Workflow presets section now updates automatically, removing the necessity for users to manually refresh the page.
- The validation rules' coding lock setting in the Admin section now accurately displays once its activated.
Technical improvements
- Optimized invoice attachment lookup during invoice import.
- Improved logging for Autopost feature.
- Updated .NET8 nugget libraries.
- Centralized Machine learning code base.
- Added cash discount fields to Transfer to payment message.
- Technical preparations for invoice import enrichment.
PowerBI
- The column titled "ApproverAmount" in workflow presets has been updated to "ApproverConditionalAmount".
- A new "Contract" column has been introduced in both the "List of Open Invoices" and "All Invoices" reports.
Known Issues
- A purchase order invoice that includes line discounts related to a procurement category may become stuck in pending status and could require manual corrections if it is linked to miscellaneous charges.
- If a purchase order invoice includes both regular sales tax lines and use taxes, it will not successfully post in D365 Finance and will necessitate a manual correction.
- Not all tax codes are updating from D365 finance. If any problems with the updates, a scheduled import should be used instead of the automatic updates (CEF).
- Misc charges added in Dooap will not apply to Procurement category lines that have been manually added to invoice in Dooap.
- When you use the mouse to scroll and select a procurement category for an extra purchasing line, the category doesn't fill in correctly. This also causes duplicate accounting entries.