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.
221.0.15
Issues ResolvedIssues Resolved
– Resolved an issue where accounts would not identify if they only had a single piece of fine tuning info
– Resolved an error that could occur when updating supplier or customer vat numbers that are in an odd format
– Improved Vat number matching by excluding spaces
– Resolved an issue where empty lines could be left in labels
– Improved memory usage of the document automation processing form
– Added a max recorders filter to the processing form
– Resolved an issue where the background check for new documents could read all documents rather than just 10
Date applied: April 21, 2023
221.0.14
Issues ResolvedIssues Resolved
– Added checks for max splitter distance width and height when restoring form settings
– Added the ability to move the lines fields to the bottom of the screen when training, viewing or editing a document
– Changed the Order/Return line matching process to match on quantity and unit price, or net value before attempting to match on description
– Complete Order/Return lines are no longer considered in the matching process
– The Fuzzy Matching Threshold will be stored per document and re-used during validation
– Added FuzzyThreshold to the SiconDMSAutoDocument table to store the fuzzy match threshold
– Re-Excluded persistent object transaction from the web api service
– Resolved an issue with invoice credit processing where the check for required documents popup would appear when processing through document automation
– Added toolstrip button to rotate the document and to toggle text selection
– Added the ability to drag emails or attachments directly from outlook into document automation
– Added a tick box to fine tuning configuration to specify whether the regex content should be an exact match
– Changed GRN validation to treat invoices as valid if there is more received qty than the invoice is for (rather than showing a warning and part received validation)
– Resolved an issue with fine tuning trader identification where only the first fine tuning match would be added
– Resolved an issue where the first column of the lines table was not amendable in document edit mode
Date applied: April 21, 2023
221.0.13
Issues ResolvedIssues Resolved
- Document distribution problem with overrides resolved.
Date applied: March 3, 2023
221.0.9
Issues ResolvedIssues Resolved
- Document Automation – credit note problem where the reference in the co-ordinator was not being set. It was just putting it in the text box.
Date applied: January 18, 2023
221.0.7
Issues ResolvedIssues Resolved
- Document distribution – fields set on email template were not being populated when reprinting sales invoices. This has now been corrected.
Date applied: December 21, 2022
221.0.5
Issues ResolvedIssues Resolved
- Can now change suppliers that have been identified incorrectly.
Date applied: December 13, 2022
221.0.3
Issues ResolvedIssues Resolved
- Corrected spelling mistake for ‘credit’ in the Import Purchase Ledger Documents and Import Sales Ledger Documents Template features.
- We have made the flag used for disputed invoices configurable. We previously locked down the ‘D’ flag but this can now me changed.
Date applied: December 7, 2022
221.0.2
Issues ResolvedIssues Resolved
- Fixed an issue with document count views, where sales orders would not be counted under certain circumstances.
- Document automation – Can now change the supplier ref once it has automatically filled in box – in some instances the incorrect supplier ref was being populated and then difficult to deal with.
Date applied: November 22, 2022
221.0.1
ImportantImportant Info
- Release version.
- Removed STK014 Maintain Stock Item Barcode from feature list as now included in standard Sage.
Date applied: November 11, 2022
221.1.0.2
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 Distribution Report Previewer button in the document distribution settings tab to preview the result of a report merge
Issues Resolved
- Removed DevExpress assembly requirements from addon package
- Added error handling Sage.ObjectStore.ObjectNotFoundException in Amend Suggested Payments form to avoid blue screen when the object is not found.
- Resolved an error when printing customer statements where it was not compatible with Sage 2022 R2
- Fixed users being able to change or remove invoice or credit items while there being updated within the process invoices screen in document automation
Date applied: April 21, 2022