Release date for production: January 18th, 2021
Technical
This update corresponds with the Dooap package 1.2.8 for D365. Update of D365/AX2012 is not mandatory but some of the fixes or features require the Dynamics package to be installed.
Overview of Features
New Features
- Automatic Transfer to Payment
- This feature allows automating transfer to payment for all approved invoices (without warnings or errors) from Dooap to D365. Click here to read more about the feature.
- Limiting the coding possibilities by approvers
- It is now possible to limit the Main Accounts that are available to the user when coding Non-PO invoices. Click here to read more about the feature (under 'coding limits').
- Date hot keys
- Date fields now accept partial date values. For example: type in 12312020 or 1231 for 12/31/2020. Click here to read more about the feature (under 'date hot keys').
- Multiple consecutive reviewers are now allowed in the workflow chain
- It's now allowed to add multiple consecutive reviewers as part of the workflow chain (instead of splitting the workflow). Click here to read more about the feature.
- Ability to turn off auto-post at vendor level
- Auto-post on/off can now be configured at the vendor level. Click here to learn more about the feature.
- Other new features:
- The 'New Search' (piloting phase for selected customers) has new features
- Machine Learning (piloting phase for selected customers) has new features
- Coding is logged. Predictions are hidden in previous invoices. Coding learning data cleanup. Workflow is no longer considered manual if AP step is assigned by hand.
- Tenant specific setting to introduce minimum percentage for ML prediction. Only results which exceed the probability will be automatically selected to the invoice.
-
- DooapInvoiceLink 'Voucher' -field length is extended to 20 characters
To Implement or learn more of the new configuration possibilities in your Dooap, please contact support@dooap.com.
Fixes
- Vendor & Bank Account User Interface (UI) performance enhancements
- Machine Learning (ML) enhancements
- Single PDF formatted incorrectly caused error in import
- Performance improvement for dimensions usage
- Intercompany (IC) coding for Non-PO invoice dimensions are now filtered according to the destination company
- Posting date did not update automatically in auto-transfer
- Batch transfer to payment (TTP) not returning error status correctly
- Batch TTP: fix for batch duplicate processing to D365 in some cases
- Batch TTP: Batch color changed to red if a PO invoice remains in D365 Pending Invoices due to same PO already having pending invoices.
- Default main account from D365 is now working without default dimensions
- Invoices marked as Security Class works now also with user groups (all group members can view invoice image)
- When a PO-invoice is auto-approved, AP is not shown as delegate to approver anymore
- When delegate is set twice for the same period, workflow generation does not crash anymore
- One penny/cent difference in invoice amount between Dooap and D365 should not happen
- When company code has multiple invoice types with same 'base type', setting Admin – Invoice Type default will determine which invoice type is selected to the invoice
- User can no longer remove their own active step. If the user does not want to approve their own step, the invoice will have to be returned to the previous step or AP.
- Approver can now approve own step, even when there are unassigned steps in in other workflow branches.
- New bank account can be chosen to invoice header without the need to empty cache.
- Invoices will no longer create duplicates when invoice archiving fails.
- When user changes searched value, for example invoice number to another invoice number, the search filter now updates and shows the new value correctly.
- Invoices with status “In transfer” can no longer be modified via Search page.
- When 'Invoice type' is changed in TTP, the invoice will be automatically unmarked for TTP and thus will not be transferred to D365 when user transfers other invoices.
Known issues
- Old value remains to method of payment field when changing companies
- Procurement category PO’s: financial dimensions are emptied when main account field is selected
- Procurement category PO’s containing line discount: invoices transferred to D365 stop at pending invoices
- When user adds main account and financial dimensions, then adds destination company and re-enters the same main account that was entered originally, Dooap gives Something went wrong error.
- Limiting coding possibilities works only for companies that use main account as a first coding segment.
Mobile New features
- New user settings in mobile side menu under avatar
- Support for IC invoicing
- Support for fetching dimensions performance improvement
- Support for multiple reviewers in workflow
- Full Fledge Xamarin Support for iOS14
- iOS12: Support New UI Calendar implementation under Delegation
Mobile Fixes
- Resolved crash on navigating back from history
- iOS 14 Specific: Delegation: Images are not distorted under See All Link under delegation
- App no longer crashes on tapping Destination company during ledger to project conversion and vice versa
Mobile Known Issues:
- Attachments are not working in mobile