This update corresponds with the Dooap package 1.2.20 for D365. Update of D365/AX2012 is not mandatory but some of the fixes or features require the Dynamics package to be installed.
D365 version 10.0.31 compatible
New Features
Recurring Invoices: We are happy to announce the first release wave for the Dooap Recurring Invoice matching. In the first wave, users can create recurring invoice templates for automatically creating invoices. This is useful in cases where you do not receive an invoice e.g. a monthly rent invoice. Read more on how to activate the feature.
Reference number from D365 purchase order is now visible in Dooap.
'Dooap Invoice Image' link can now be found in two new locations in D365: for voucher transactions and ledger account transactions. Read more.
Invoice Amount and Coding Amount fields are extended to 15 characters.
SSR (Social services request) feature has a new 'customer name' - field. It can also be filled manually.
Performance Improvement
Optimization for checking if invoice is active for another user
Dooap D365 integration acceleration by smart caching Read more.
Power BI:
New report for invoices in 'On Hold' status
Cash discount values for paid invoices are now shown with the actual amounts utilised. This means that report shows if the discount was really used. This requires the feature for updating payment details to Dooap to be enabled. (To activate please contact support@dooap.com or contact your consultant).
Invoice type IDs changed to be more clear (PO and NPO) and not just numbers.
Removed empty spaces on ledger line on Fast Close report
Timezone adjusted to show client timezone (UTC was showing previously
Default company in Payment Request will be the default company set in Admin > Company screen. If user does not have access to that company, the user’s default 365 company is used instead.
Fixes
Fixed the logical error of negative quantity on a product receipt.
Fixes to prevent invoice from posting twice in an error situation.
Correction to invoices importing when tax services are down (applicable countries).
Fixed the errors when applying a preset search.
Improvement for invoice status not changing correctly after transfer.
Fixed a situation where D365 requests stopped for 5 minute waiting time if it was already busy with other functions.
Fixed the PO Due date importing fails based on regional settings of AX2012.
Social Security Requisition (SSR) will no longer save empty rows.
Resource is now available in Search page for project coding.
Length of user group approval limit field extended to 15 characters to match the length of the approval limit fields on the individual user account screen.
Recurring invoice coding will use vendor defaults if not filled in recurring invoice. Recurring invoice coding always the strongest
Recurring invoice header should now find all the vendors
Recurring invoice status change from active to inactive stops creating invoices
Recurring invoices can be now searched by status in FI language
Known Issues
When Procurement category PO contains line discounts, invoices transferred to D365 stop at pending invoices.
Invoices with percentage based misc charges with taxes are posted with incorrect accounting distributions for those misc charges causing Over/under distributed error.
Mobile
New features
UI improvements when multiple delegates exist, and delegates are removed
Posting date is now visible on the invoice details page
Bug fixes
Long invoice ID on invoice card is now truncated and whole invoice number is visible in invoice details.
In coding line screen, the word 'ledger' is not cropped anymore for all supported languages.
Welcome screen (dog pic) now visible again for Android.
Several crash issues fixed for iOS.
Incorrect delegate name is no longer displayed after cancelling the delegate record.
App crash is fixed when adding a delegate.
Delegate list is no longer cropped when user has several delegate records.
