September 2026 - version 1.2.38

This update is designed for Dooap's Dynamics package 1.2.38 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

• General improvements to the Admin section:
  • Added logging to the workflow preset area.
  • The default company is now highlighted in bold in the company list.
  •  A default AP handler can now be assigned to vendors, allowing invoices to be automatically routed to the appropriate AP user or user group when vendors are recognized. 
  • Possibility to mass update vendors, companies, users and user groups' settings.
  • Miscellaneous charges on Companies - Invoice types now display both the charge code and description.
• Invoice escalation:
  • Invoices no longer sit waiting for action indefinitely. You can now assign a supervisor to each approver, and unattended workflow steps are automatically escalated to them.

  • Administrators enable escalation per company and define how many days an invoice may remain unattended before it escalates.

  • When that timeframe expires, the workflow step is automatically reassigned to the approver's supervisor.  

• Validations and confirmations:
  • Dooap can now warn user if due date is before invoice date.
  • Dooap can alert users when the matched quantity exceeds the remaining quantity.
  • Admin users can now create custom validation rules for header and coding sections.
  • Dooap will show a warning in transfer to payment section if matched purchase order no longer exist.
  • When user tries to create a new workflow preset on invoice handling screen, Dooap will show a confirmation pop up.

• A new company setting is now available for validating tax amounts for invoice states New and Approved. When enabled, Dooap compares the calculated tax amount with the tax amount provided on the invoice and alerts users if they do not match. Admin user can also define a tolerance for this calculation.
  
  
• Custom fields now work with financial tags. Note: financial tags are not supported for accounting distributions.*
  
  
• New priority of invoice indicators:
  • Someone is handling invoice
  • Priority invoice
  • On Hold
  • Returned
  • Attachment
  • Comment
  • Classified
  • Cloned

• Invoice history log now also includes FYI comments.
• Invoice history log now shows when coding was created based on the invoice content. 
• When vendor default invoice type is non-PO, Dooap will not change it to PO even when PO number is detected.
• Fetching from a PO now also works when the invoice is matched first and the workflow preset is selected later. If multiple POs are added, the workflow user is fetched from the PO with the highest number.
• Fixed an issue where miscellaneous charges disappeared when new POs/PRs were matched or lines were fetched. 
• Search improvements:
  • Transfer date is now available as a search criteria
  • Vendor's search name can be used to look up for invoices.
  • AP users can no longer put invoices onHold, if the invoices are not in their queue.
  •  Moved Collapse icon in Search to be in the same place as in invoice handling screen.

• User interface improvements:
  • Added note to self billing section to let users know that the scheduler using uses UTC time.
  • Added a tooltip for non PO project invoices that displays project Manager's name in addition to the project name.
  • Dooap will no longer show a pop up error when the company is missing from an invoice.
  • Show my invoices also shows invoices assigned via user group.
  • Replaced word copied to cloned on invoice history log when invoices are cloned. Also invoice handling page has now a clone button, instead of the old functionality of copy and paste whole invoice.
  • Delivery address hover is no longer displaying technical segment names.
  • Invoices that have failed to transfer due to transfer exception will also be highlighted in the transfer to payment page.
  • When a PO invoice includes a price difference, the adjusted price is now shown in bold.

Fixes

• Fixed issue where invoice did not disappear from active section if user group and split workflow were preset.
• When an invoice's assignee is changed from a user to a user group, the On Hold status is now cleared automatically 
• Fixed issue where signing limits import failed due to a too big approval limit.
• Fixed an issue where an empty notification (snackbar) briefly appeared.
• Tolerance on PO invoice is now recalculated when user changes quantity and immediately deletes the modified line.
• Searching with invoice id in Transfer to payment page works now.
• Switching tenants no longer shows error.
• If XML segment with financial dimensions is missing, vendor default dimensions will be applied.
• It is not possible anymore to create user group with name that is too long.
• Fixed an issue where arrows on the invoice handling page were misplaced at certain browser zoom levels 
• Fixed an issue with chained delegation where the absent person's task list was visible to the delegate before the delegation period had started. 
• When user changes his/her own roles the new roles now update correctly.
• Fixed an issue where filling in a blank invoice date did not take effect until the browser was refreshed
•  The fiscal year duplicate check now works with all invoice import formats.
• Duplicate warning disappears without the need to refresh the page when duplicate invoice is deleted from next invoices list. 
• Removed case sensitivity from position hierarchy approval limits and projects.
• Search:
  
  • Old Search text no longer visible when opening invoices via powerBI link
  • Downloading files in search should no longer fail.
  • Exporting file while related documents column is exposed should now work. 
• Fixed assets are posted now correctly for 2WM invoices.*
• PO Invoice with overquantity and split accounting distributions posts now correctly*.
• If file name contains % sign, the invoice transfer to D365 does not fail anymore.*

Mobile fixes and features

• Updated to .10NET MAUI.
• Improvements to invoice zoom functionality.
• User interface improvements.
• iOS no longer crashes when user presses back button right after push notification is displayed.
• All invoice pages are now loading even if invoice contains a lot of pages.

Dooap Analytics (PowerBI)

• Added company filter to Automation overview report and Open invoices overview.
• In AP tools reports Dooap Studio actions show as “Dooap AI” user, other automatic tasks and integration users as “Dooap”.
• Vendor name and vendor account filters added to 1.1 Open invoices overview.
• New report: 5.4 Workflow & coding performance. It shows how each
  invoice's workflow and coding were selected, the automatic vs manual share
  over time, and processing time by source. Show coding metrics / Show
  workflow metrics switch between the two views.
• The Machine learning accuracy report is moved to 5.5. Its
  workflow and coding selection method charts are gone, as 5.4 now covers
  that in more detail.
• Invoice origin report: added invoices created via Dooap Studio.

Technical

• Purchase order invoices are now processed and handled faster.
• Performance improvements for D365 integration.*
• Transfer messages are now unified for PO and non-PO invoices.
• You can now view forms related to custom field setups using Dooap permissions.
• The similarity service is now used more efficiently.
• Raw OCR data is now generated for all invoices.
• Improved logging for posting date changes.
• Updated third-party libraries.
• Dooap now validates attachments to ensure the file content matches the file extension.
• JavaScript source maps are no longer publicly accessible.
• ML workflow predictions are now applied during invoice import, after ML coding predictions.

Known issues

• When PO contains both line discount and Miscellaneous charges - invoices do not transfer correctly to D365.
• When PO invoice contains regular tax lines and use case invoice is posted with errors.
• CEF for tax groups is not bringing all tax codes. AX Import should be used instead for Sales tax entities.
• Accounting distributions for procurement category invoices with overdelivery are incorrect for POs with multiple invoices.