Allows users to scan and retrieve documents while they work in Sage 200, with no additional document management software or indexing steps required. The document indexing information is stored within the Sage 200 SQL database for fast searching. The documents are stored within the Sage 200 attachments path to ensure all documents are backed up within your Sage backup plan.
Release notes:
201.0.82
Issues ResolvedIssues Resolved
- Resolved an issue on the print credit notes form in the invoicing module where an object reference not set error would be displayed when emailing.
- Changed document automation to trim whitespace from the line field extraction when the field is loaded.
- Fixed issue with validating discounted item value when using percentages in Process Invoices.
Date applied: June 9, 2022
201.0.81
Issues ResolvedIssues Resolved
- Resolved an issue in document automation where PO invoices could fail to post if there was a rounding difference in the Vat amount
- Resolved an issue where the item total net value was being checked even when item line extraction was not enabled
Date applied: May 19, 2022
201.0.80
Issues ResolvedIssues Resolved
- Added additional validation to item line extraction to check the net sum of the lines matches the net sum of the invoice
Date applied: May 6, 2022
201.0.79
Issues ResolvedIssues Resolved
- Added a background setting to specify the Sicon Web Api URL in document automation
Date applied: May 6, 2022
201.0.78
Issues ResolvedIssues Resolved
- Added error handling Sage.ObjectStore.ObjectNotFoundException in Amend Suggested Payments form to avoid blue screen when the object is not found.
Date applied: April 21, 2022
201.0.76
ImportantImportant Info
- Document telemetry will now be uploaded for data prior to 1st February 2022 (one off)
- Document usage will now be checked via Sicon Web Api Services (api.sicon.co.uk)
- Resolves an issue where document bundle counts would stop reducing after 3 months of data
Date applied: April 13, 2022
201.0.75
Issues ResolvedIssues Resolved
- Resolved an issue with being able to edit or remove a invoice or credit item while its being updated on the Process Invoice form.
Date applied: April 8, 2022
201.0.74
Issues ResolvedIssues Resolved
- Resolved issues with the add and view buttons not working within the Supplier Application form
- Resolved issue with the progression bar on supplier upload not displaying when its finished
- Resolved an issue with exporting more than one invoices when using the document automation feature
- Resolved an issue on the rapid invoice entry where the add document functionality was available when the user did not have permissions
Date applied: March 17, 2022
201.0.72
Issues ResolvedIssues Resolved
- Resolved an issue with the settings form where the document automation settings would be lost if the tab had not been loaded
Date applied: March 7, 2022
201.0.71
Issues ResolvedIssues Resolved
- Changed supplier upload to remove ‘[‘ and ‘]’ symbols from post codes
Date applied: March 3, 2022
201.0.70
Issues ResolvedIssues Resolved
- Resolved an issue on the serial number details screen where an error would be displayed if the screen was opened from View Stock Item History
Date applied: February 25, 2022
201.0.69
Issues ResolvedIssues Resolved
- Resolved an issue in document automation where the order lookup control did not initialise properly
Date applied: January 27, 2022
201.0.68
Issues ResolvedIssues Resolved
- The settings form will now reload the settings from the database when opened
Date applied: January 13, 2022
201.0.67
Issues ResolvedIssues Resolved
- Resolved an issue in document automation where the submitted invoices option was appearing if the WAP addon was not installed
- Resolved an issue in document automation where the order return number drop down would not clear the associated order/return when the control was cleared
- Resolved an issue in document automation where the record credit note screen would not populate with the credit notes values
Date applied: January 6, 2022
201.0.66
Issues ResolvedIssues Resolved
- Resolved an issue in document automation where the invoice quantity was defaulting to the outstanding invoice amount when the invoice is less than the order.
- Resolved an issue where an error would be displayed when clicking view documents on an archived order
- Resolved an issue on the document list on project enquiry where an incorrect primary key was used which resulted in abnormal selection and list cleared on sort
Date applied: December 16, 2021
201.0.65
Issues ResolvedIssues Resolved
- When email addresses are downloaded the invoice will now be saved
- Resolved an issue on the invoice processing screen in document automation where an error would occur if more than 2100 invoices were active.
Date applied: December 9, 2021
201.0.64
Issues ResolvedIssues Resolved
- Resolved an issue with the document metrics control where it had poor performance
- Resolved an issue in the email viewer where it would display an error message if there was an attachment on an email that has no extension
- Added the ability to view SOP and POP Transactions against the nominal transaction in nominal transaction enquiry
Date applied: November 25, 2021
201.0.60
Issues ResolvedIssues Resolved
- Resolved an issue on nominal transaction enquiry where the add and view buttons would not enabled if the cashbook transaction was linked to a band with no reference
Date applied: October 21, 2021
201.0.59
Issues ResolvedIssues Resolved
- Changed the document automation settings tab to lazy load instead of loading when the form opens
- Added additional text to the mesage that is show to say a source file could not be deleted (as it may be open in another application)
Date applied: October 21, 2021
201.0.58
Issues ResolvedIssues Resolved
- Resolved an issue on the rapid invoice entry screen where the add documents button would not re-enable after clicking check for duplicates
Date applied: October 21, 2021
201.0.57
Issues ResolvedIssues Resolved
- Resolved an issue in the Nominal Transaction Documents view where it was using an incorrect module type for invoices entered from sop or pop
Date applied: September 20, 2021
201.0.56
Issues ResolvedIssues Resolved
- Resolved an issue with the process invoice screen where it was validating free text returns had been received when they cant be
Date applied: September 20, 2021
201.0.55
Issues ResolvedIssues Resolved
- Added the ability to override the date format
Date applied: August 20, 2021
201.0.54
Issues ResolvedIssues Resolved
- Resolved an issue with the document count progress bar where it was not clearing the document type from the previous record searched which could result in no document count showing
Date applied: August 5, 2021
201.0.53
Issues ResolvedIssues Resolved
- Fixed an issue in the upgrade DB script where an error could be displayed related to constraints on EmailTemplate table
Date applied: August 4, 2021
201.0.52
Issues ResolvedIssues Resolved
- Removed old Indexes from the SiconDMSDocumentAttribute Table
- Removed old Indexes from the SiconDMSDocument Table
- Created new Indexes for the SiconDMSDocumentAttribute Table
- Created new Indexes for the SiconDMSDocument Table
Date applied: August 2, 2021
201.0.51
Issues ResolvedIssues Resolved
- Resolved an issue on the process invoice screen where invoices processed in automatic mode would not get commited to the database
- Resolved an issue where an error would be displayed when closing the rapid invoice entry screen after adding a document but not saving the invoice
Date applied: July 29, 2021
201.0.50
Hot Fix EnhancementsChange in Functionality
- Added the ability to specify HTML in the email templates builder
- Changed the email template ‘body’ column to ‘text’ data type
Date applied: July 12, 2021
201.0.49
Issues Resolved Hot Fix EnhancementsIssues Resolved
- CustomField2 will now be set to UK date format when syncing suppliers
Change in Functionality
- Added a new setting to determine whether the docuemnt count column is visible on the batch / serial entry screen on goods received
Date applied: July 12, 2021
201.0.48
Issues Resolved ImportantImportant Info
- Requires Common Components 201.0.64 or above
Issues Resolved
- Changed all feature and role access to use the methods from the architectrue project (to cache roles and features on login)
Date applied: July 7, 2021
201.0.47
Issues ResolvedIssues Resolved
- Resolved an issue on the process invoice screen where the preview would not load if there was only one item in the list and switching between tabs
Date applied: June 22, 2021
201.0.46
Issues ResolvedIssues Resolved
- Resolved an issue on the index document form where closing the form without using the close button would leave a document in memory which could result in two documents added, or an error when the second document is indexed
- Resolved an issue in document automation where it could write a message to the log saying invoices have been changed by another user when there is only one milisecond difference
- Changed processing invoices in automatic mode to process them inside a transaction
Date applied: June 22, 2021
201.0.45
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Changed the process invoice screen to clear any document preview when changing tabs
- Resolved an issue where it was possible for the media for the previously selected invoice to preview
- Resolved an issue where the query invoice button at the bottom of the process invoice screen would apply to the selected invoice and not the ticked invoices
- Added extra validation to the invoice entry screen to do a double check on begin save to check the invoice has not been processed by another user
- Resolved an issue when proecssing POP Invoices in Automatic mode where the batch would be left in the batch transaction manager
- When loading invoices, only invoices at export stage will be loaded from the database
- Resolved an issue in document distribution where accounts with a negative balance would not be included
Change in Functionality
- Added the invoice ID and supplier name to the query invoice form
- Added a new user setting to remember whether the auto reload tick box should be ticked
- Added an option to the process invoice screen to right click an invoice and edit the purchase order
Date applied: June 15, 2021
201.0.43
Issues ResolvedIssues Resolved
- Changed the outlook integration to connect to the running outlook process if available
Date applied: May 25, 2021
201.0.42
Issues ResolvedIssues Resolved
- Fixed an issue with the SQL script data conversion
Date applied: May 21, 2021
201.0.41
Issues ResolvedIssues Resolved
- Changed the settings manager to default the date format if not set
- Resolved an issue with the PDF training where tooltips would stop the croshair moving
- Renamed all possible occurences of Job Number to Project number on the process invocies screen
- Resolved an issue on the CRM task maintenance screen script where the edit button could be hidden by the add/view documents buttons
- Resolved an issue on the employee maintenance script where the view documents button was being added even when the user did not have permissions
- Fixed an issue with the amend invoice and credit notes screens in the invoicing module (not showing documetn count or able to find documents)
Date applied: May 21, 2021
201.0.40
Issues ResolvedIssues Resolved
- Resovled an issue on the view invoices screen where it was not loading the document counts due to sage not returning the order id
- Resolved an issue on sales ledger transaction eqnuiry where it was using an incorrect reference
- Changed the record PO invoice screen to check the documetns setting to require a GRN as well as the sage setting for matching to orders only
Date applied: May 21, 2021
201.1.4
Issues Resolved Pre-release Hot Fix Enhancements ImportantPre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
Important Info
- Rolled back changes to document count progress bar removal
Issues Resolved
- Renamed all possible occurrences of Job Number to Project number on the process invoices screen
- Resolved an issue on the CRM task maintenance screen script where the edit button could be hidden by the add/view documents buttons
- Resolved an issue on the view invoices screen where it was not loading the document counts due to sage not returning the order id
- Resolved an issue on sales ledger transaction enquiry where it was using an incorrect reference
- Changed the record PO invoice screen to check the documents setting to require a GRN as well as the sage setting for matching to orders only
- Fixed an issue on the generic traceable items form where an error would be displayed when the document count column is not added
- Resolved an issue in document automation where it would report a GRN status of ‘None’ rather than ‘Part’ if there was a mixture of fully received items, and 0 received items on the order
- Fixed an issue in the generic traceable items form where an error would be displayed when refreshing the grid datasource for a user with no view permission
- invoices from sales orders and purchase orders are now included in the counts on Sales and Purchase enquiries
- Resolved an issue on the settings screen where a validation message would appear on save if there were ‘,’ symbols in the number
- Changed document automation sign up to default forward deviation options and respond to sender by default
- Scripted the print invoices and credit notes form in the invoicing module to have the document distribution buttons
- Resolved an issue on the goods received batch serial screen where an error would be displayed if the user did not have view documents permission
- Resolved an issue checking for variance when the process gross value as goods amount setting is enabled where variance on vat between a PO with no vat and an invoice with vat would result in a variance line for the VAT amount
- Resolved an issue with GRN Validation Status not being saved when loading existing document automation invoices
- Resolved an error in document automation that would occur when processing jobs in automatic mode.
- Changed nominal validation to not validate supplier nominal if a job is selected
Change in Functionality
- Added a new setting to re-validate all invoices each time they are loaded
- Added a new setting to determine whether PDF files are rendered with Direct X or not (otherwise rendered with GDI+)
Date applied: April 22, 2021
201.0.39
Issues ResolvedIssues Resolved
- Resolved an issue in document automation where it would report a GRN status of ‘None’ rather than ‘Part’ if there was a mixture of fully received items, and 0 received items on the order
- Fixed an issue on the generic traceable items form where an error would be displayed when the document count column is not added
Date applied: April 15, 2021
201.0.38
Issues ResolvedIssues Resolved
- Fixed an issue in the generic traceable items form where an error would be displayed when refreshing the grid datasource for a user with no view permission
Date applied: April 15, 2021
201.0.37
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Resolved an issue on the settings screen where a validation message would appear on save if there were ‘,’ symbols in the number
Change in Functionality
- invoices from sales orders and purchase orders are now included in the counts on Sales and Purchase enquiries
Date applied: April 15, 2021
201.0.36
Issues ResolvedIssues Resolved
- Rolled back changes to document count progress bar removal
Date applied: April 15, 2021
201.0.35
New FeaturesNew Features
- Added a new setting to re-validate all invoices each time they are loaded
Date applied: March 31, 2021
201.0.34
Issues ResolvedIssues Resolved
- Changed document automation sign up to default forward deviation options and respond to sender by default
- Scripted the print invoices and credit notes form in the invoicing module to have the document distribution buttons
Date applied: March 31, 2021
201.0.33
Issues ResolvedIssues Resolved
- Added a new setting to determine whether PDF files are rendered with Direct X or not (otherwise rendered with GDI+)
Date applied: March 25, 2021
201.0.32
Issues ResolvedIssues Resolved
- Resolved an issue on the goods received batch serial screen where an error would be displayed if the user did not have view documents permission
Date applied: March 22, 2021
201.0.31
Issues ResolvedIssues Resolved
- Resolved an issue checking for variance when the process gross value as goods amount setting is enabled where variance on vat between a PO with no vat and an invoice with vat would result in a variance line for the VAT amount
Date applied: March 18, 2021
201.0.30
Issues ResolvedIssues Resolved
- Resolved an issue with GRN Validation Status not being saved when loading existing document automation invoices
Date applied: March 18, 2021
201.0.29
Issues ResolvedIssues Resolved
- Resolved an error in document automation that would occur when processing jobs in automatic mode.
- Changed nominal validation to not validate supplier nominal if a job is selected
Date applied: March 5, 2021
201.0.28
Issues ResolvedIssues Resolved
- Changed the process invoice screen to trim leading an trailing colons from fields
- Changed the process invoice screen to trim white space from invoice references, second references and document numbers
- Scripted the Purchase Invoice screen to validate a nominal account has been specified for each line when opened from the record purchase invoice screen
- Added a setting to determine the nominal code to use for variance
Date applied: March 2, 2021