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221.0.72

Issues Resolved New Features
New Features
  • Added the ability to analyse and recognize multiple documents at once

  • Added a prompt after training a document to ask if the user wants to recognize the other documents in the list for the same trader

  • Added Automatic Document Type Detection to the drag and drop form, Download from exchange button and exchange service

  • Added hints and tooltips to some trainable fields (Order No, Second Reference and Carriage Value). Mouse over the field name to see tooltip.
  • Added a button to settings and automation settings to open the active locks form (form used to clear Documents Active Locks left if Sage is force closed)

  • Added the ability to change document type for multiple documents at once

  • Improved the layout of the Document Processing List Settings form by adding tabs

  • Added a user setting to determine if the Model Details tab is visible (default to hidden)

  • Added progress messages when downloading emails from Exchange that have multiple attachments
  • Added the ability to submit invoices and credits directly to approvals via the approvals API
  • Added the ability to sort the document processing list by any column
Issues Resolved
  • Resolved an issue with export to excel for pre-2024 R1 versions where the column order was not respected
  • Documents will now be validated regardless of whether content was recognized or not
  • The Document will now be re-validated after account identification is performed
  • Resolved an issue with the validation drill down on hyperlink click where the validation data would be cleared after the first click
  • Improved credit note detection by adding support for ‘Credit Memo’ and looking for the word ‘Credit’ on the document
  • Attachments will now be downloaded when the email binding is performed in exchange
  • Added handling for max concurrent connections to the exchange service and make it default back to a manual processing loop
  • Resolved an issue where the process manual + select orders menu item would be left enabled for completed invoices
  • Resolved an issue when opening the settings page where the scan and attach warning was appearing before the form was opened
  • Resolved an issue that caused the same warning to be shown twice when processing POP Invoices in document automation
  • Changed excel export to use the new excel exporter for Versions 2024 R1 and above
  • Changed excel export to order columns by index for versions pre 2024 R1
  • Added a better error message for when documents cant be recognized due to the model not existing
  • Resolved an issue where alias addresses were not being checked correctly in the exchange service
  • Fixed an object reference not set error in service that could occur when using alias email addresses
  • Resolved an issue where the sender would be notified of an email address that was not being monitored regardless of the settings
  • Added feature and role pre-caching to the Web Api Service extension
  • Changed the email service to not skip processing auto reply messages, and instead only skip sending an email to auto reply messages

Date applied: August 7, 2024