November 2026 -version 1.2.39

This update is designed for Dooap's Dynamics package 1.2.39 for D365. While updating D365 is not required, some of the features require the installation of the new package. Features that need the new package are marked with an *.

New Features

• Fixed asset coding is now supported for non-purchase order invoices.* Depreciation posting during acquisition adjustments is not supported.
• Project category validation:*
  • New AX imports for project parameters, project category validation groups and project category validation assignments.
  • When the parameter is set to mandatory, category validation is enabled for the project and the required assignments are in place, Dooap filters the available categories according to the configuration.
  • Improved handling of project account structures when different lines use different account structures.
• All project category transaction types are now available for manual procurement category lines.*
• Retention payment terms are now supported for purchase order invoices when defined on the purchase order.*
• New PDF viewer with a new design, invoice page scrolling and an improved XML view.
• Desktop notifications for invoice escalation updates, returned invoices and month-end reminders. Notifications are configured in a new section in Admin company and require a separate permission.
• Dooap Capture has been brought to the Studio platform, giving users better transparency and control over it. We will contact all Dooap Capture users personally and migrate everyone to the new solution during this year.
• Search improvements:
  • Save search presets, use relative dates and refresh your current search. Presets are personal to each user, and you can set a default filter that is applied each time you open the invoice handling page.
  • Cash discount date is now available as a search criterion.
  • Invoice split now works on the search side too.
• Invoice handling page improvements:
  • You can make calculations on coding lines.
  • New button to fetch coding lines when they are created from invoice XML.
  • You can remove the indicator of a failed AI action.
  • A default coding line is now created when the vendor is not recognized.
• Improved default coding logic:
  • New lines use vendor master defaults.
  • When the vendor changes, unedited vendor-default lines adopt the new defaults. Values not defined for the new vendor are cleared, or the entire line if no defaults exist.
  • Manually created or edited lines remain unchanged.
  • Machine learning-generated coding updates based on a new prediction.
  • Coding created from invoice XML only has its line text updated when the vendor changes.
• The delete function is now a soft delete. Deleted invoices are not visible in search, but the information is stored in the database.
• Purchase orders deleted in D365 are now also removed from Dooap.
• A new setting lets you leave miscellaneous charges unallocated by default. Charges added in D365 retain their D365 allocation.
• Turning off the toggle to show all invoices in accounts payable now restores the default accounts payable view, showing invoices assigned to you and all unassigned invoices. Previously it showed only invoices assigned to you.
• QR-IBAN is now supported as a vendor recognition criterion and is displayed in the user interface.
• Vendor import now deactivates previously imported vendors when "Do not transfer to Dooap" is enabled in D365.
• The position hierarchy now ignores the inactive user when two users are linked to the same worker.
• Custom validation rules now support ranges and special characters to match partial dimension values.
• Overmatched purchase order quantity, purchase order posting month before receipt month and due date before invoice date validations are now warnings by default.
• Warning when a purchase order has changed after invoice matching.
• Tax validation now also validates credit notes.
• Changed the word VAT to TAX in tax validation.
• Workflow graph shows "invoice escalated" instead of "auto-approved" for escalated invoices.
• History log improvements:
  • Attachment additions and deletions are now identified instead of being labeled as comments.
  • "Marked as transferred" is shown only for invoices that did not transfer successfully.
  • Shows when an action was done in mobile.
  • Shows company and vendor recognition methods.
  • Amounts show a consistent number of decimals, following system settings.
• Admin page improvements:
  • Links to associated workflow presets, vendors, user groups and invoice types.
  • Changes made on each admin page are now logged in the database.
  • Each Admin tab has its own permission. Permissions now include translations, clearer names and hover descriptions.
  • Inactive user groups appear in gray in user admin and in the associated user groups view.
  • Long vendor names and account numbers fit better on screen.
• Recurring invoice page has a toggle to show active or all recurring invoices.
• Transfer to payment page improvements:
  • Refresh current search and relative date search for approved invoices.
  • The "Show all invoices" text is more visible.
  • Approve and other icons no longer disappear when scrolling.
• A link to Dooap Studio has been added.
• The validation message for overmatched purchase order quantity is now clearer.
• AX2012 support added for:
  • Remit to address transfers with non-purchase order invoices
  • Dimension filter to improve performance in the user interface
  • Project category validation
  • Possibility to ignore accounting distributions from Dooap and follow AX2012 logic
  • Fixed asset support
  • Committed costs updates when a project has budgeting
  • Posting credit notes with accrual and taxes works correctly

Fixes

• Fixed an unexpected error when the invoice history log contained a large amount of data.
• Fixed an error in the position hierarchy when a worker at the top of the hierarchy had no activity date.
• The coding description setting is now followed better.
• The ledger structure is now applied to accounting distributions through advanced rules, even when the dimension is left blank.
• Manual procurement category lines now post correctly when multiple manual lines are present.*
• The "Move invoice to active" icons no longer disappear.
• Impersonating an inactive user no longer throws an unexpected error.
• Posting date no longer shows outdated values from D365.
• Users no longer receive an unexpected error when the company is changed.
• The comment bubble is now fully visible when hovering.
• Comments are immediately visible when an invoice is opened from search.
• Vendor name on the ledger row now changes when the vendor is changed.
• The history log now shows who ran the bank account and remit-to validation.
• It is now possible to add a delegate for an inactive user.
• Automatic matching is more reliable when the system is under heavy load.
• The correct user is shown in the history log for automatic posting date changes.
• Hover information is now visible for all invoice indicators.
• Deleting a line from a purchase order no longer collapses the expanded view.
• The invoice transfer box updates more reliably when users make corrections to invoices.
• Archiving an invoice in search now keeps it visible in the view and displays an animation.
• Sorting search results by amount no longer changes the order of line data.
• Tax amount validation now correctly accounts for VAT on miscellaneous charges.

Mobile fixes and features

• Tablet support.
• Support for fixed asset coding.
• Better indicator of which page you are currently viewing.
• Added escalation icon. Invoice card icons are now set in a priority order: Priority (Calendar), Error, Warning, Escalated, Comments, Return.
• The loading icon is more visible when adding attachments.
• Escalated invoices now trigger a distinct push notification.
• Future delegations now appear as inactive, and invoice handling is disabled until the delegation period begins.
• Downloading a photo attachment no longer displays a server error.

Technical

• The API documentation can now be opened with your active login session.
• Invoice import now supports ZIP files.
• Data updates from D365 are more reliable, and errors are easier to trace.
• Admin pages, the invoice workflow and the purchase order matching window are faster and have an updated look.

Known issues

• When a procurement category purchase order contains line discounts, invoices transferred to AX2012 stop at pending invoices.
• When a purchase order contains line discounts and miscellaneous charges, invoices do not transfer correctly to D365.
• When a purchase order invoice contains regular tax lines and the use case invoice is posted with errors.
• Accounting distributions for procurement category invoices with overdelivery are incorrect for purchase orders with multiple invoices transferred at the same time.