Documents

Added ‘Sicon Account Manger’ to the Business Partner Record in the Document Automation Portal
When posting invoices to Sage a flag will now be set for Approvals to indicate an invoice import is running so Approvals wont pick up the invoice until its finished processing the invoice
Added the ability for BP Account Managers and BP Account Administrators to manage their own Site records
Added the ability for BP Account Administrators to manage their own BP Account Record
Added the ability for BP Account Administrators to manage their own Account Manager User accounts

Resolved an issue with the ‘Stats’ list where it was navigating back to the ‘Sites’ list on search in the Document Automation Portal
Improved the performance of the Site Details page in the Document Automation Portal (usage detail is no longer loaded by default, to view detailed usage drill into the usage data)
Changed UK Vat Number detection to not require the trader account to have the leading country code identifier to match (e.g. GB leading the tax number)
Resolved an issue where a transaction could be left in a non complete state if projects is installed but projects integration is not enabled
Fixed two spelling mistakes in the Document Automation interactive tutorial
Resolved an intermittent error on the processing screen where an object reference not set error would be displayed from Sage code the first time a POP Invoice was processed
Removed ‘Business Partner Name’ from the ‘Stats’ view to save space in the Document Automation Portal
Changed date formats to ‘long dates’ (6th February 2024) rather than short dates (06/02/24) in the Document Automation Portal
Resolved a formatting issue on the site details page in the Document Automation Portal where number separators were missing
Changed the default bundles remaining warning to trigger at 200 remaining rather than 50

Date applied: February 7, 2024