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.
250.0.5
Issues Resolved New Features Change in FunctionalityNew Features
- [#17130] Added a new `Custom Tax Rate` option to Split VAT, allowing selection and use of an additional tax code in line with Sage’s offering. This enables more flexible VAT handling for invoices, including support for Reverse VAT rates, and provides clearer configuration in `Document Automation Settings > General Settings` and supplier invoice processing screens.
- [#14901] Document Automation now supports construction certificates, streamlining the end-to-end process from supplier application through invoice posting.
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- Added the ability to automatically process and post construction invoices that pass validation, streamlining the workflow and eliminating manual data entry. Invoice details, including `invoice date` and `2nd reference`, are now extracted directly from the document, with a default to today’s date if missing. Each posting also creates a new line referencing both the invoice and related applications for improved traceability
- Added the ability to process construction certificates manually, allowing users to review a detailed invoice breakdown including `Second Reference`, date, nominal line analysis, and CIS/CIIP information before posting.
- Uploading construction invoices is now streamlined, with the system automatically identifying suppliers or sub-suppliers marked as construction suppliers in the `Purchase Ledger`. This ensures the correct fields are available for mapping documents during upload.
- Added a new option in the `Sicon Tab > Document Automation` section of Supplier Accounts to mark suppliers as construction suppliers, visible only when `Sicon Construction` is installed. This streamlines processing of construction invoices and improves supplier account management.
- Construction invoice uploads now include enhanced header-level validation, ensuring invoices match the correct `valuation` and `project number`, and accurately reflect `discount` and `gross/net/tax` values. New rules validate `DiscountValue` and `DiscountPercent` fields, with improved logic for marking invoices as `Needs Validation` if mismatches are found.
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Issues Resolved
- [#15361] Fixed an issue where invoices linked to multiple `GRN` lines on a single order could not be processed automatically due to incorrect quantity matching, ensuring accurate handling of split receipts.
- [#16701] Resolved an issue where the `From Name` set in `Distribution Settings` for `WebAPI` email was not used when sending via SMTP, ensuring the friendly name now appears correctly in outgoing emails.
- [#16762] Addressed an error that occurred when closing a stock item from the `Document Distribution` tab in the `Sicon` section, ensuring the process completes without WOP-related issues.
- [#16992] Implemented a fix for a issue where selecting the `Save as draft` option in `Document Distribution` was ignored, ensuring emails are now correctly saved to drafts when using OAuth and the appropriate settings.
- [#17240] Fixed an issue where posting invoices through `Document Automation` could cause the system to hang and display an `Out Of Memory` error, ensuring smoother invoice processing without interruptions.
- [#17244] Restored the option to activate and edit `Line Custom Fields` in the `Custom Fields` tab for `Purchase Invoice & Credits`, `Customer Remittances`, and `Document Processing List Settings`, ensuring all expected custom field options are visible when amending suppliers.
- [#17195] Restored delivery of Outlook meeting requests via email for approved `Holiday/Absence` requests in `Sicon Approvals`, replacing the previous `.ics` file attachment issue.
- [#16554] Fixed an issue where processing invoices with amounts greater than the related order caused errors; invoices that exceed the order amount now prompt a validation message and are flagged as needing attention in the `validation` tab.
- [#16555] Addressed an issue where invoices marked as `Ready for processing` in Document Automation could not be matched to an order line and failed to post, even when invoice values matched the `PO`, ensuring smoother automatic processing when supplier-level validation is disabled.
- [#16583] Fixed an issue where carriage values were incorrectly added to the `Discounted Unit Price` for invoices without line training; now, carriage is only included when the relevant line is selected, ensuring accurate totals in the `Process Manually` screen.
Change in Functionality
- [#16994] Added the ability to use the `Save as Draft` and `Send Immediately` options in document distribution, allowing emails to be saved directly to the `Drafts` folder when using supported email settings (excluding `SMTP`)
- [#16984] Improved the `Document Distribution` settings to allow the `Send Immediately` option to send emails without displaying the email editor, streamlining batch invoicing and reducing manual clicks; users are now alerted if any recipients lack a valid email address, while valid emails are sent successfully.
- [#17355] You can now add a prefix and/or suffix to extracted fields in document automation, allowing for easy correction of OCR errors and more flexible invoice number formatting in supplier extraction rules.
Date applied: March 5, 2026
250.0.4
Issues Resolved New FeaturesNew Features
- [#16807] Document Distribution terminology has been updated to be more inline with OAuth.
- [#16790] A banner now appears in Document Distribution settings to sign post you to setup Email Integrations.
- [#16030] A CC address can be passed now from Approvals to Document Distribution when sending a Purchase Order.
- [#16032] When a Purchase order is sent with a stock item attachment, Document Distribution will check for a duplicate document and remove it.
- [#16357] Validation has been added to Document Distribution to check if an email address is the correct format.
Issues Resolved
- [#16577] Accepted variance (within Automation Settings) will now take into consideration Call Off order
- [#16923] Issue resolved when amending a PL account without specific document permissions was throwing an error message.
- [#16898] Issue resolved where multiple duplicate emails would send when creating a Purchase Rec in Approvals.
Date applied: December 11, 2025
250.0.3
Issues Resolved New Features ImportantImportant Info
Please ensure before upgrading to 25.0.3 or after from any version prior to 25.0.2 you have your SMTP details available as although these will be ported across other scripts could interrupt this process.
Deprecation of Outlook Client integration – Outlook client integration has been deprecated due to integration with OAuth and locking down of the new Outlook dll’s. All email’s will now be sent through SMTP or OAuth server integration.
Email Settings – All document settings have been combined inside a centralised Document Settings rather than a independent Document Distribution settings. Document Automation will still work using the configuration settings inside of Automation Settings, this has been yet to be moved over.
New Features
- [#16044] – New Integration with OAuth and SMTP through server integration rather than through Outlook Client.
- [#16058] – Allow CC addresses when integration with OAuth and SMTP integration.
- [#16059] – Email settings have been moved into Document Settings to centralise all Email information (Document Automation not affected).
- [#16060] – Save Draft functionality for Exchange 365 and Google Workspace
- [#16110] – New Email Compose screen when sending documents through Document Distribution within Sage.
- [#16160] – Support for Supplier Via Stock fulfilment methods when using Purchase Order to Sales Order Automation.
- Additional improvement in the Remittance functionality.
Issues Resolved
- [#15014] – Resolved an issue where the buttons on the Units of Measure tab on a customer weren’t displaying.
- [#15081] – Resolved an issue where the Project Number was being validated when turned off on a Supplier.
- [#15871] – Resolved an issue where URN was too large preventing a document being attached.
- [#15935] – Resolved an issue where the incorrect tax value was being pulled from the settings rather than the Purchase Ledger record.
- [#15956] – Resolved an issue where stock items with unit prices with more than 3 decimal places were rounding incorrectly when validating.
- [#16081] – Resolved an issue where the Sub Supplier would error when trying to open.
- [#16493] – Resolved an issue where the Logs tab was becoming memory intensive causing Memory Exceptions. The logs tab can now also be hidden.
- [#16780] – The From Name field has been hidden as modern integration for From name is planned for 25.0.4. Emails using WebAPI will not be affected however no From Name will appear.
Date applied: October 10, 2025
250.0.2
Issues Resolved New FeaturesNew Features
- [#14899] Added a new Document Type to Document Automation. ‘Customer Remittance’ documents can now be processed. This will Validate whether the receipt, and all associated invoices and credits exist on the Ledger. An allocate them if they are unallocated and the values match.
- [#15143] Allowed Purchase Orders to Sales Orders to work with Direct Delivery.
Issues Resolved
- [#15404] Resolved an issue where credit amounts were not considered when validating the posted receipt value against the posted invoices and credits. (Remittance Processing in Document Automation)
Date applied: August 6, 2025
250.0.1
New FeaturesNew Features
- [#14884] The Document Automation Processing screen will now check and display notifications that have been added in the Web Portal. This is used for important service status messages etc. Notification can be dismissed per user, per company.
Date applied: June 11, 2025