What's New?
· Sage Paperless Construction Now Integrates with Sage 300 CRE in the Cloud.
· Sage Intacct: 36571 - Fixed issue where "Place this bill on hold" check box value would not show up in column headers in the Approve Invoices header grid.
· Sage Intacct: 45288 - Fixed issue with AR Invoice Check list not syncing due to one or more payments not tied to an invoice.
· Sage Intacct: 33471 - Added new light and dark mode themes. Reworked many pages of the application to follow consistent look and feel throughout. Enhanced the overall aesthetics of the application.
· Sage Intacct: 34952 - Fixed issue with notification indicators for queues and AP Exports.
· Sage Intacct: 42559 - Fixed issue with license messages.
· Sage Intacct: 42581 - Added new online help section that features more content as well as a search feature for better finding help documentation.
· Sage Intacct: 43025 - Added ability to configure index types and backfills to system lists. System lists are lists against data within the system such as users, processors, vaults, secondary vendors, etc.
· Sage Intacct: 43973 - Added matched receipts report within Credit Card Importer In Progress invoices view so users can quickly determine which lines for in progress invoices have matched receipts.
· Sage Intacct: 45683 - Fixed issue with selecting multiple check boxes on the Vault Settings > Queues page so that multi-selection functionality is distinct from using single selection to view the OCR Workflow Settings panel.
· Sage Intacct: 46831 - Fixed issue with searching single index dates.
· Sage Intacct: 46834 - Fixed issue where deleted documents would still display in the Matched and Suggested Matches sections of Document Match dialog.
· APFlow™: 8056 - Added Invoice Allocations and Allocation Rules. Allocations can now be set up to capture coding applied to reoccurring invoices. These allocations can then be applied within invoice entry to expedite coding of these invoices. Allocation Rules can also be configured and run from invoice entry to determine when preconfigured allocations should be applied to the current invoice. Both of these features can be configured under the APFlow Settings menu.
· APFlow™: 37516 - Fixed issue where the "Add Field" button on the APFlow Settings > Entry Fields page was clickable prior to the vault being bridged.
· APFlow™: 41417 - Fixed issue that caused check box data to disappear from its corresponding column when lines were copied in the Invoice Detail Line grid. Now, "True" or "False" display clearly in the grid instead of empty values.
· APFlow™: 42483 - Fixed issue that caused a header only APFlow routing rule to cause an error.
· APFlow™: 44462 - Fixed issue with PO validation so invalid entries now show an error without automatically clearing or replacing the value with the first PO from the QuickList.
· APFlow™: 46672 - Fixed issue where unnecessary time zone offsets were being applied, causing the invoice date in the queue to be different from the date entered on the invoice.
· Reports: 36260 - Added ability to send scheduled reports to multiple recipients within the same scheduled report configuration.
· Reports: 39744 - Added ability to configure dynamic date parameters such as Month Begin, Month End, and Current Date to scheduled report configuration.
· Reports: 40184 - Fixed issue that caused scheduled reports not to be received at the expected time due to incorrect date format in one of the report parameters.
· Reports: 45339 - Fixed issue that caused scheduled reports that have sub reports not to run.
· Credit Card Importer: 44186 - Fixed issue where users would not receive an error message if template was mapped to invalid line type values when attempting to import.
· Credit Card Importer: 45464 - Fixed issue where an import with the requirement of matched receipts would fail if the first invoice of a group of invoices did not have matched receipts.
· Indexer: 44281 - Fixed issue where index paging options went away when choosing document type.
· Global Settings: 44358 - Fixed issue where the Global Settings > Users page temporarily displayed old information after being updated if the user saved changes then returned to re-edit the page.
· DocRoute™: 45249 - Fixed issue on the DocRoute Settings >Tasks page where the Unsaved Changes warning did not reliably display when leaving the page.
· Search: 47411 - Fixed issue where exporting search results for invoices was not correctly sending the searchType parameter in the request.
· Paperless OCR™: 47433 - Fixed issue where the OCR logic failed to switch vaults when vault mapping was in place.
For full details, please read the Release Notes by logging into Sage Intacct Paperless and clicking the Release Notes button in the upper right corner.