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250.0.5

Issues Resolved New Features Change in Functionality
New Features
  • [#17130] Added a new `Custom Tax Rate` option to Split VAT, allowing selection and use of an additional tax code in line with Sage’s offering. This enables more flexible VAT handling for invoices, including support for Reverse VAT rates, and provides clearer configuration in `Document Automation Settings > General Settings` and supplier invoice processing screens.
  • [#14901] Document Automation now supports construction certificates, streamlining the end-to-end process from supplier application through invoice posting.
      • Added the ability to automatically process and post construction invoices that pass validation, streamlining the workflow and eliminating manual data entry. Invoice details, including `invoice date` and `2nd reference`, are now extracted directly from the document, with a default to today’s date if missing. Each posting also creates a new line referencing both the invoice and related applications for improved traceability
      • Added the ability to process construction certificates manually, allowing users to review a detailed invoice breakdown including `Second Reference`, date, nominal line analysis, and CIS/CIIP information before posting.
      • Uploading construction invoices is now streamlined, with the system automatically identifying suppliers or sub-suppliers marked as construction suppliers in the `Purchase Ledger`. This ensures the correct fields are available for mapping documents during upload.
      • Added a new option in the `Sicon Tab > Document Automation` section of Supplier Accounts to mark suppliers as construction suppliers, visible only when `Sicon Construction` is installed. This streamlines processing of construction invoices and improves supplier account management.
      • Construction invoice uploads now include enhanced header-level validation, ensuring invoices match the correct `valuation` and `project number`, and accurately reflect `discount` and `gross/net/tax` values. New rules validate `DiscountValue` and `DiscountPercent` fields, with improved logic for marking invoices as `Needs Validation` if mismatches are found.
Issues Resolved
  •  [#15361] Fixed an issue where invoices linked to multiple `GRN` lines on a single order could not be processed automatically due to incorrect quantity matching, ensuring accurate handling of split receipts.
  • [#16701] Resolved an issue where the `From Name` set in `Distribution Settings` for `WebAPI` email was not used when sending via SMTP, ensuring the friendly name now appears correctly in outgoing emails.
  • [#16762] Addressed an error that occurred when closing a stock item from the `Document Distribution` tab in the `Sicon` section, ensuring the process completes without WOP-related issues.
  • [#16992] Implemented a fix for a issue where selecting the `Save as draft` option in `Document Distribution` was ignored, ensuring emails are now correctly saved to drafts when using OAuth and the appropriate settings.
  • [#17240] Fixed an issue where posting invoices through `Document Automation` could cause the system to hang and display an `Out Of Memory` error, ensuring smoother invoice processing without interruptions.
  • [#17244] Restored the option to activate and edit `Line Custom Fields` in the `Custom Fields` tab for `Purchase Invoice & Credits`, `Customer Remittances`, and `Document Processing List Settings`, ensuring all expected custom field options are visible when amending suppliers.
  • [#17195] Restored delivery of Outlook meeting requests via email for approved `Holiday/Absence` requests in `Sicon Approvals`, replacing the previous `.ics` file attachment issue.
  • [#16554] Fixed an issue where processing invoices with amounts greater than the related order caused errors; invoices that exceed the order amount now prompt a validation message and are flagged as needing attention in the `validation` tab.
  • [#16555] Addressed an issue where invoices marked as `Ready for processing` in Document Automation could not be matched to an order line and failed to post, even when invoice values matched the `PO`, ensuring smoother automatic processing when supplier-level validation is disabled.
  • [#16583] Fixed an issue where carriage values were incorrectly added to the `Discounted Unit Price` for invoices without line training; now, carriage is only included when the relevant line is selected, ensuring accurate totals in the `Process Manually` screen.
Change in Functionality
  •  [#16994] Added the ability to use the `Save as Draft` and `Send Immediately` options in document distribution, allowing emails to be saved directly to the `Drafts` folder when using supported email settings (excluding `SMTP`)
  •  [#16984] Improved the `Document Distribution` settings to allow the `Send Immediately` option to send emails without displaying the email editor, streamlining batch invoicing and reducing manual clicks; users are now alerted if any recipients lack a valid email address, while valid emails are sent successfully.
  • [#17355] You can now add a prefix and/or suffix to extracted fields in document automation, allowing for easy correction of OCR errors and more flexible invoice number formatting in supplier extraction rules.

Date applied: March 5, 2026