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:
210.0.12
Issues ResolvedIssues Resolved
- Changed the Base Order Return List form to check for items present using the datasource rather than the list item count
- 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
210.0.11
Issues ResolvedIssues Resolved
- Fixed an issue with SOP Order document count not appearing in sales ledger transactin enquiry if more than one line was invoiced
Date applied: July 29, 2021
210.0.10
Issues ResolvedIssues Resolved
- Further improved memory usage of the outlook integration
Date applied: July 29, 2021
210.0.9
Issues ResolvedIssues Resolved
- Improved memory handling by releasing COM objects used by the outlook integration
Date applied: July 29, 2021
210.1.7
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added a new setting to determine whether the docuemnt count column is visible on the batch / serial entry screen on goods received
- CustomField2 will now be set to UK date format when syncing suppliers
Issues Resolved
- Fixed an issue on the Print Credit Notes form where an error would be displayed due to no consolidated check box
- Resolved an issue in document automation where training a new date field would not store the date unless it was updating an existing ocr field
Date applied: July 14, 2021
210.0.8
Hot Fix EnhancementsHot Fix Enhancements
- CustomField2 will now be set to UK date format when syncing suppliers
- Added a new setting to determine whether the docuemnt count column is visible on the batch / serial entry screen on goods received
- 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
210.0.7
Issues Resolved ImportantImportant Info
- Requires Common Components 210.0.13 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
210.0.6
Issues ResolvedIssues Resolved
- Fixed a cross thread operation in the document count progress bar
Date applied: July 7, 2021
210.1.6
Issues Resolved Pre-release 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
- Requires Common Components 210.3.14 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)
- 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
- 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 7, 2021
210.1.5
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Documents will now handle the web api extension for when a POP invoice is posted from job costing
- 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
Issues 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
Date applied: July 7, 2021
210.0.5
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
210.0.46
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
210.0.3
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
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: June 15, 2021
210.1.4
New Features ImportantImportant Info
- Changed the email template ‘body’ column to ‘text’ data type
New Features
- Added the ability to specify HTML in the email templates builder
Date applied: June 9, 2021
210.0.2
Issues ResolvedIssues Resolved
- 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 7, 2021
210.0.1
Issues ResolvedIssues Resolved
- Resolved an issue with the PDF training where tooltips would stop the croshair moving
- Chanaged the date format steting to default in code if not set
- Updated the Upgrade DB SQL script to fix a long standing conversion issue
Date applied: May 21, 2021