Documents

Issues Resolved

• [#17035] Opening the `Document Settings` screen is now significantly faster, with most tabs loading only when selected and the `Indexing Information` tree loading details on demand. The “Preview Features” tab has been removed, and saves are quicker as they skip inactive tabs.
• [#17138] Amendments to rules in the `Document Automation` rules engine now save correctly, ensuring changes to line fields like `Line Narrative` persist as expected.
• [#17137] Resolved an issue in the `Rules Based Engine` where rules could not be saved if a `Field Value` was selected in the Output section, ensuring edits are now applied immediately and validation errors are prevented.
• [#17332] Amended incorrect VAT and nominal analysis when processing documents with multiple VAT codes, ensuring VAT totals and nominal assignments now add up correctly for each line.
• [#17405] Fixed an issue where the first line in the `Nominal Analysis` tab showed incorrect values when processing invoices with multiple VAT codes, ensuring all line amounts and totals now match the uploaded document.
• [#17478] Scrolling in the `Validation` tab on the `Process Invoices & Credit Notes` screen is now smooth and stable, making it easy to reach the bottom of long lists without unexpected jumps.
• [#17834] Corrected a spelling mistake in the document bundle warning on the `document drop form`, ensuring “business partner” is displayed correctly for clearer messaging.
• [#17983] Confirmation messages on the `Recognize`, `Analyze`, and `Read` actions in `Automation Processing Forms` now clearly inform users that these actions will use bundles from their account, helping prevent accidental bundle consumption.
• [#18018] Saving settings in `Document Settings` without visiting the `Email` tab no longer removes or overwrites existing email connection details.
• [#17579] The `Second Reference` field now correctly allows up to 40 characters in line with Sage settings, preventing unnecessary validation errors when processing invoices and credit notes.
• [#18075] Fixed an issue where custom line fields in the `Train Document` screen were unclickable and did not display values, ensuring all trained custom fields are now visible and selectable when amending documents.
• [#18208] You can now set up rules for `Purchase Order` and `Customer Remittance` in the `Sales Ledger` without enabling custom fine tuning, ensuring rule controls are always available for customers not previously configured.