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:
200.0.81
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
Date applied: May 19, 2022
200.0.80
Issues ResolvedIssues Resolved
- Added error handling Sage.ObjectStore.ObjectNotFoundException in AmendSuggestedPaymentsform to avoid blue screen when the object is not found.
- Added a background setting to specify the Sicon Web Api URL
Date applied: May 19, 2022
200.0.79
Issues ResolvedIssues Resolved
- Re-Implemented Projects Factory Changes
Date applied: May 19, 2022
200.0.78
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
200.0.76
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
200.75
Issues ResolvedIssues Resolved
- Changed supplier upload to remove ‘[‘ and ‘]’ symbols from post codes
Date applied: March 3, 2022
200.0.39
Issues ResolvedIssues Resolved
- Changed supplier upload to remove ‘[‘ and ‘]’ symbols from post codes
Date applied: March 3, 2022
200.0.74
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
200.0.73
Issues ResolvedIssues Resolved
- The settings form will now reload the settings from the database when opened
Date applied: January 13, 2022
200.0.72
Issues ResolvedIssues Resolved
- 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
200.0.71
Issues ResolvedIssues Resolved
- 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
200.0.70
Issues ResolvedIssues Resolved
- 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
200.0.69
Issues ResolvedIssues Resolved
- Updated the UpgradeDB script to fix an issue converting boolean values
- 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
Date applied: November 25, 2021
200.0.68
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Resolved an issue on the batch serial entry screen where an error would be displayed if auto numbering was turned on
Hot Fix Enhancements
- Added a document count column and add an view buttons to the view traceable item details form accessed via the POP Order Line delivery form
Date applied: November 18, 2021
200.0.67
Issues ResolvedIssues Resolved
- Resolved an issue when adding projects to invoices through document automation where the nominal analysis was not read only so it was being removed when a new project line was added
- Resolved an issue in document automation where the exchange rates button would not enable on the record po invoice screen
Date applied: November 18, 2021
200.0.66
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
- 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)
- Resolved an issue on the rapid invoice entry screen where the add documents button would not re-enable after clicking check for duplicates
- 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: October 21, 2021
200.0.65
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: October 21, 2021
200.0.64
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
200.0.62
Issues ResolvedIssues Resolved
- 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 30, 2021
200.0.61
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Changed the email template ‘body’ column to ‘text’ data type
- Fixed an issue with training new dates on the process invoices form (date would not stick)
Hot Fix Enhancements
- Added the ability to specify HTML in the email templates builder
Date applied: July 12, 2021
200.0.60
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: July 12, 2021
200.0.59
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: July 12, 2021
200.0.58
Issues ResolvedIssues 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
Date applied: July 12, 2021
200.0.57
Issues Resolved Hot Fix EnhancementsIssues Resolved
- 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
Hot Fix Enhancements
- 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: July 12, 2021
200.0.56
Issues ResolvedIssues Resolved
- Resolved an issue in document distribution where accounts with a negative balance would not be included
- Fixed an isuse with manual processing with invoices where transacitons would not be posted in manual mode if the grid had not been validated
- changed the outlook integration to connect to the running outlook process if available
Date applied: July 12, 2021
200.0.55
Issues ResolvedIssues Resolved
- Resolved an issue with the PDF training where tooltips would stop the croshair moving
Date applied: June 29, 2021
200.0.54
Issues ResolvedIssues Resolved
- Fixed an issue on the generic tracable 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
Date applied: June 29, 2021
200.0.53
Issues ResolvedIssues Resolved
- Fixed an issue in the generic tracable items form where an error would be displayed when refreshing the grid datasource for a user with no view permission
Date applied: June 29, 2021
200.0.52
Issues ResolvedIssues Resolved
- Rolled back changes to document count progress bar removal
- Changed document automation sign up to default forward deviation options and respond to sender by default
- Added a new setting to determine whether PDF files are rendered with Direct X or not (otherwise rendered with GDI+)
- 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: June 29, 2021
200.0.60
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
200.0.59
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
- Changed processing invoices in automatic mode to process them inside a transaction
Date applied: June 22, 2021
200.0.58
Issues ResolvedIssues 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
Date applied: June 22, 2021
200.0.57
New FeaturesNew Features
- 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 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 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
- Added an option to the process invoice screen to right click an invoice and edit the purchase order
- When loading invoices, only invoices at export stage will be loaded from the database
Date applied: June 11, 2021
200.0.56
Issues ResolvedIssues Resolved
- Resolved an issue in document distribution where accounts with a negative balance would not be included
- Fixed an isuse with manual processing with invoices where transacitons would not be posted in manual mode if the grid had not been validated
- changed the outlook integration to connect to the running outlook process if available
Date applied: June 10, 2021
200.0.51
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
- 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
- Fixed an issue when posting document automation transaction
Date applied: March 22, 2021
200.0.50
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
- Added a new instrument to delete migrated documents
- Fixed an issue in document automation where an error would be displayed if there was no default PL job or Job Header configured in job costing
- Resolved an issue on the process invoice screen where it was hiding the job costing controls if Job costing integration was enabled (rather than disabled)
Date applied: March 2, 2021
200.0.49
Issues ResolvedIssues Resolved
- Resolved an issue when importing invoices in document automation where a sort was being applied twice
Date applied: February 24, 2021
200.0.48
Issues ResolvedIssues Resolved
- Resolved errors that would occur on transaction enquiry when document count columns are not enabled
Date applied: February 24, 2021
200.0.47
Issues ResolvedIssues Resolved
- Removed totals from the process invoice grid as they were causing performance issues when values edited in the grid
- Changed the DevExpress PDF viewer to use direct X for rendering to work around issues with untrusted fonts
Date applied: February 16, 2021
200.0.46
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Resolved an issue in document automation where the job costing transactions would not create if order lines were set as confirmation not required
- Resolved an issue in document automation where the second reference would not get set for POP invoices being manually recorded
- Fixed an issue with the multiple document viewer form where two columns had the same memento
- Carriage returns and new lines are now trimmed from feedback to cogidocs
Hot Fix Enhancements
- Added the remittance date into the document description for supplier payment generation
Date applied: February 16, 2021
200.0.45
Issues Resolved Hot Fix Enhancements ImportantImportant Info
- Removed document count progress bars from nominal, cashbook, sales and purchase transaction enquiry and replaced with loading the document counts on the item add event.
Issues Resolved
- Fixed a typo in the reference cogidoc field
- Changed the process invoices screen to not validate goods despatched for free text returns
- Resolved an issue when reading outlook attachments where no attachments would be read due to a change in office
- Changed the automated invoices screen to validate exported invoices first without trimming leading zeros, then to trim leading zeros if a transaction could not be found.
- Resolved an issue when validating invoices where the validation grid would not refresh when clicking the validate button at the bottom of the screen
Hot Fix Enhancements
- Added the ability to fine tune supplier details that are uploaded to cogidocs
- Added the ability edit data in the invoice lines grid in Document automation
Date applied: February 9, 2021
200.0.44
New FeaturesNew Features
- Added the ability to add documents to Batch and Serial numbered receipts
Date applied: January 18, 2021
200.0.43
Issues ResolvedIssues Resolved
- Added a setting to determine the date format used for Document automation, this is a background setting and is not meant to be changed by users
Date applied: January 7, 2021
200.0.41
Issues ResolvedIssues Resolved
- Resolved an issue on the rapid purchase invoice screen where documents count not be re-indexed if CIS was enabled for the supplier because Sicon Construction was changing the invoice second ref
Date applied: December 23, 2020
200.0.40
Issues ResolvedIssues Resolved
- Changed document automation to trim any white space from invoice numbers
- Improved the performance of the process invoice screen by only validating when data is changed or the invoice has not been validated once already
Date applied: December 22, 2020
200.0.39
Issues ResolvedIssues Resolved
- Fixed an issue in the job costing documents view where return transactions were being handled incorrectly
- Changed all date format parsing to dd-MM-yyyy from MM-dd-yyyy in document automation
Date applied: December 21, 2020
200.0.38
Issues Resolved Hot Fix EnhancementsIssues Resolved
- Resolved an issue on the process invoices form where a changes made by other users message could be displays in some circumstances
- Resolved an error that would occur when deleting a works order
Hot Fix Enhancements
- Added a drop down to the user settings grid to pick whether a user has a full licence or view only licence
- Added the ability to attach and view documents to the goods despatched form
- added the ability to check required documents on the goods despatched form
Date applied: December 3, 2020
200.0.7
Hot Fix EnhancementsHot Fix Enhancements
- Added a new setting to document automation to look up pop order lines based on the item code in an analysis code
- Added a new setting to document automation to look up pop order numbers based on the order no in an analysis code
Date applied: November 25, 2020
200.0.6
Issues ResolvedIssues Resolved
- Fixed the check for required documents on the works order screen
- Set the max length of the application name text box in document automation to 32 characters.
Date applied: November 19, 2020
200.0.37
Issues ResolvedIssues Resolved
- Fixed the check for required documents on the works order screen
- Set the max length of the application name text box in document automation to 32 characters.
Date applied: November 19, 2020