Release for production: Saturday, September 14th, 2024
This update is designed to work with the Dooap's dynamics package 1.2.28 for D365. While updating D365/AX2012 is not required, some of the new features or fixes do require the installation of the new Dynamics package. Features that need the new package are marked with an *.
New Features
- Invoice import improvements:
- Support for handling .asice / .edoc files as attachments
- Possibility to ignore specific words and signs during vendor recognition
- Vendor number from PO is now stronger recognition criteria then the vendor name and address contained in the invoice data file
- Contract invoices improvements
- Invoice header updated without the need to refresh the page
- Contract status automatically changed to inactive when contract expires
- User is shown warning when matched invoice exceeds the contract’s budget
- User interface improvements
- Transferring invoices with warnings and errors is no longer paused for the duration of automated transfer
- Alphabetized misc charges drop down in Admin -> Company -> Invoice types
- Filtering invoices by LastPR date is now possible on invoice handling screen
- Extender the timeout duration of transfer to payment to 1h
- Support for calculation of sales tax code with exempt setting on PO invoices*
- Support for account structure not starting with Main account in AX2012*
Fixes
- Workflow predictions are now updated in real time as user performs actions
- Search
- Duplicate invoices and missing amounts are now highlighted in search
- If user has no archiving permission the archive button is not shown anymore
- Fix for issue when invoice status was not always updating to facets
- Invoice import does not fail when XML PO segment contains the same PO twice: one version with capital letter, other with small
- Delegation
- Fix for the delegate’s inbox not always being visible
- Fix for the issue when user was approving delegate’s invoice twice.
- Fix for invoice history log showing the transfer entry twice
- Fix for focus shifting to Active invoices when double clicking Next invoices table
Technical:
- The SFTP servers have been updated and redeployed.
Mobile features
- Improved German and Portuguese localization
- Improved workflow view
- New animation for invoice approval cancellation
- Performance improvements for approving and skipping invoices
- Improvements for showing time stamps in comments
Mobile fixes
- Fix for skipping invoice animation, when user has over 20 invoices
- Fix for coding deletion pop up not disappearing
PowerBI
- User Actions report
- Workflow presets report under AP Tools
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.