Detailed Changelog for Continia Document Capture 2023 R1
This article lists all new features and bug fixes for each version of Continia Document Capture 2023 R1.
Tip
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Document Capture 2023 R1 Service Pack 5
Release date, on-premises: February 10, 2025
App version: 11.5.0
FOB version: 11.05
Only released in Business Central on-premises.
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Platform and Technology | Events have been added to the solution. For details, see Event Publishers for Document Capture 2023 R1 (11.00). | 55311 |
| Platform and Technology | The Continia Web Approval Portal has been updated to version 25.0.7. | 63251 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Documents and Templates | Previously, document categories became inaccessible if File Service was set as the document storage type on the Document Capture Setup page and a file with a filename exceeding 100 characters was imported. The following error message was displayed:
| 50565 |
| Documents and Templates | Document lines on the document card with validation errors were mistakenly marked as OK. | 54221 |
| Documents and Templates | When users attempted to split multiple pages within the same document, the error message below was displayed – requiring the Split and Merge Documents page to be closed and reopened between each split action.
| 57519 |
| Documents and Templates | When capturing a value exceeding 200 characters in the template header field Our Contact, the following error was displayed:
| 60155 |
| Documents and Templates | An incorrect table reference in the Unit of Measure translation occasionally caused an error message to appear. | 61978 |
| Document Approval | An overflow error occurred when users opened the Purchase Approval Entries page and the vendor name contained 99 or more characters. | 59610 |
| General Application | When switching the setting of the Document Storage Type field from File System to File Service, the following error is no longer shown:
| 57182 |
| Order & Receipt Matching | The following only applies to the DK (Danish) localization. When registering a purchase document with a Payment ID (FIK-kode) and with the Invoice Reg. Step 1 set to Match and Update Order on the template, the Payment Method Code, Payment Reference, and Creditor No. are now correctly populated on the matched purchase order. | 47894 |
| Purchase Documents | This update only applies to Business Central app versions supported by this Document Capture release. These can be found here: Supported On-Premises Versions for Document Capture. When downloading a file from the below mentioned application areas, the filename did not adhere to the Purchase File Display Name setting in the Document Capture Setup:
| 54447 |
| Purchase Documents | When registering a purchase document to a general journal from the Purchase category, the VAT Prod. Posting Group and VAT Business Posting Group fields in the Accounts for Amounts page were not copied to the created general journal line. The issue also affected the VAT Prod. Posting Group field on the Line Translation page. | 56620 |
| Purchase Documents | When registering a prepayment invoice from the Document Journal, the Posting Date setting on the template card was not considered. Instead, the value from the Document Date field in the document header was used to set the Posting Date in the posted prepayment invoice. | 58990 |
Document Capture 2023 R1 Service Pack 4
Release date, on-premises: July 5, 2024
App version: 11.4.0
FOB version: 11.04
Only released in Business Central on-premises.
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Document and Templates | Added vendor bank account validation for Australian bank accounts (EFT BSB). | 40793 |
| Platform and Technology | The Continia Web Approval Portal has been updated to version 24.0.3 | 57382 |
| Purchase Contracts | Multiple invoices related to the same purchase contract and within the purchase contract's invoicing period are not auto-approved. | 47823 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Country and Regional | In some localizations, a wrong Account Type was potentially selected when activating the Recognize Fields action. | 56942 |
| Document and Templates | In the Document Journal and Document Card pages, users were previously able to edit header template fields configured with a formula as either a field reference or fixed value. Now, header fields that are configured with a field reference formula are locked to prevent editing. | 49508 |
| Document and Templates | During the purchase document import into the PURCHASE document category, if the Split PDF Document option was enabled for the Source ID, the following error message was displayed:
| 51747 |
| Document and Templates | When configuring the Document Storage Type in the Document Capture Setup page as File Service and using Cloud OCR, the XML files couldn't be imported. | 52904 |
| Document and Templates | When creating two or more search texts on a template, and the initial search text is of maximum length (200 characters), the document journal would display the following error message when opened:
| 52971 |
| Document and Templates | If an invoice had the same document number as a credit memo, attachments from both documents would be shown on both the documents in the drag and drop section. | 54312 |
| Document and Templates | Optimized the document import processing time by skipping merge operations when templates are not configured to automatically combine PDF files from the same email into one Document Capture document. | 54373 |
| Document Approval | When trying to assign a filter with a length over 80 characters by using lookup in Assigning Filter in the Approval User Group Permission page, the following error occurred:
| 48914 |
| General Application | When users opened the Role Center without having an internet connection, they were presented with the following error:
| 54855 |
| Order & Receipt Matching | Previously the option fields Match on Vendor Order No. and Match on Vendor Shipment No. were only visible on the template card if the corresponding template header or line fields were added to the template. This behavior has been extended to add and show the fields on the template when creating it, if the fields on the master template are configured with the matching option Yes - Always. | 49102 |
| Purchase Contracts | Previously, when registering a document based on the purchase contract, which had a different VAT Bus. Posting Group header value than the vendor or the purchase contract line had a modified VAT Prod. Posting Group, the original vendor, and account VAT posting group values were assigned to the purchase invoice header and lines. Now, the VAT values are taken from the related purchase contract header and line fields and assigned respectively to the invoice header and lines. | 51428 |
| Purchase Contracts | Previously, when registering a document linked to purchase contract and a value was specified in the Deferral Code field under the Accounts for Amounts page, the selected deferral code value was ignored. Now, the deferral code value is assigned to the created invoice/credit memo lines. | 53937 |
| Purchase Documents | The Documents factbox on the purchase order list page was only shown if the purchase order category was in use. Now, the factbox is always visible when Document Capture is activated in the current company. | 51784 |
Document Capture 2023 R1 Service Pack 3
Released: December 15, 2023
App version: 11.3.0
FOB version: 11.03
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Documents and Templates | The below configurable message can now be configured as type Information:
| 47538 |
| Platform and Technology | The following feature is only available in Business Central online. In a multi-company environment, you can now activate several companies in one go using Continia Solution Management. | 44226 |
| Platform and Technology | The Continia Web Approval Portal has been updated to version 1.29.0 | 51759 |
| Purchase Documents | The following feature is only available in Microsoft Dynamics 365 Business Central 2022 release wave 1 (BC v20) and newer versions. When you post a purchase order, the related attachments are now available in the Document Viewer on the Posted Purchase Invoice page. | 49968 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Country and Regional | When using Business Central 2023 Wave 2 (BC23) with the Belgian (BE) localization, users encountered the following error while posting an invoice that included purchase allocations:
| 51496 |
| Country and Regional | When using Business Central 2023 Wave 2 (BC23) with the Belgian (BE) localization, users encountered the following error while posting an invoice that included purchase allocations:
| 51536 |
| Documents and Templates | During vendor identification and auto-matching, captured document values may be used as table filters. The below error could occur if a captured value, used as a table filter, started with a percentage sign (%).
| 43210 |
| Documents and Templates | When updating the field Ask to Set Default Account No. on the Master template, the sub-templates were not updated with new value. Now, updating the Ask to Set Default Account No. on the Master template updates all the sub-templates. | 43647 |
| Documents and Templates | In Business Central 2020 release wave 2 and later, activating the Create Vendor action in the Document Journal without available vendor templates, nothing would have happened previously. Now, selecting the action always prompts the Create Vendor guide. | 44237 |
| Documents and Templates | Recurring Journal was selectable on the Document Category page in the field Journal Template Name even though it was not supported. Now, the Recurring Journal option is filtered away, and if typed directly into the input field, this error is thrown:
| 45076 |
| Documents and Templates | Field captions have been added to the template fields in the Purchase Order category. The following template fields have been updated:
| 47452 |
| Documents and Templates | An incorrect document validation comment in the Purchase Order category for the Danish and German localizations has been corrected. The following message:
| 47562 |
| Documents and Templates | When filling in the Translate To No. value in the line section on the Document Card, the OK field value was not set to true. This applied to the web client only. | 47780 |
| Documents and Templates | The field Check Item Prices is now hidden from the Template Card page for the Sales category. | 48632 |
| Documents and Templates | When configuring the template field Type to Charge (Item) and subsequently assigning a valid item charge to the Account No. template field, the following error comment was displayed:
| 49304 |
| Documents and Templates | The Match Lines action in the Document Journal has been disabled for purchase invoice or credit memo documents when template Invoice Reg. Step 1 or Credit Memo Reg. Step 1 on the Template Card is set to Create Journal Line. | 49447 |
| Documents and Templates | When capturing fields, the following error could occur:
| 49459 |
| Documents and Templates | When identifying the XML template for an electronic document, only the identification template field with the code CUSTOMISATIONID was considered. Now also the identification template field with code VERSIONID is considered when identifying the XML format. | 49531 |
| Documents and Templates | In the Documents factbox on both posted and unposted purchase documents, the Rename and Delete actions are now disabled for attachments referencing the original document. | 49576 |
| Documents and Templates | Specifying No., VAT Prod. Posting Group, or VAT Bus. Posting Group when Type is blank in the Account for Amounts, the following error message will be displayed:
| 49590 |
| Documents and Templates | Previously, a captured Vendor Bank Account No. containing only letters would incorrectly pass validation. | 49730 |
| Documents and Templates | The orange and blue captured markups were not visible when viewing a registered document in the Document Journal (CDC Document List with Image). Now, the markups are always shown, no matter the document status. | 49869 |
| Documents and Templates | You can now add empty files as attachments to the Document Journal. | 49916 |
| Documents and Templates | When configuring sharing of document assigning in the Document Sharing page, the email notification was only sent to the Owner User ID. Now, both the Owner User ID and Shared User ID users will receive email notifications. | 50282 |
| Documents and Templates | This only applies to Business Central 20 CU6 to CU18. When registering a document from the Document Journal, you could encounter the following confirmation dialog: This will change the dimension specified on the document. Do you want to keep the existing dimensions? | 50618 |
| Documents and Templates | When a user manually imports a single document and encounters an error, attempting to import the same document again could result in the deletion of both the PDF and TIFF files. | 50810 |
| Documents and Templates | When registering documents, and the template registration step 1 was set to Gen. Journal Lines without specifying the Journal Template Name or Journal Batch Name on the category, the registration process would produce the following error:
| 51671 |
| Document Approval | When the shared-to approval user rejected a purchase document, the Owner User ID was shown in the Approval Entries instead of the Shared User ID. | 43096 |
| Document Approval | The option Can Edit Posting Lines now allows you to update Gen. Prod. Posting Group when the document is pending approval. | 49356 |
| Document Approval | The following change only applies to Microsoft Dynamics 365 Business Central 2022 release wave 1 (BC v20) and newer versions. When Advance Approval for purchase invoices was enabled, the Approval Flow code was not visible on the Purchase Order and Purchase Return Order pages. | 50270 |
| Document Approval | When using Approval Flow codes with a selection method other than All, the picked approvers would be wrong if the purchase order was partially invoiced. This was due to the remaining amount to be invoiced being used as the approval amount when sending the document for approval. That has been changed to always use the total order amount (LCY). | 50325 |
| General Application | When downloading a document from the Documents (attachments) factbox, the exported file will now get the same name as the display name shown in the factbox. | 45098 |
| General Application | This information only applies to Microsoft Dynamics 365 Business Central 2022 release wave 2 (BC v21) and newer versions. If an error occurs while updating the document cues on the role center, the notifications are now only displayed once. | 47791 |
| General Application | This information only applies to Microsoft Dynamics 365 Business Central 2022 release wave 2 (BC v21) and newer versions. When registering documents to a general journal, the Document Viewer was undersized, and it was not possible to adjust the size. | 49147 |
| General Application | Document Capture and Expense Management actions has been re-organized into relevant action groups in the Continia User Setup and Continia User Setup Card pages. Document Capture action group:
| 49278 |
| General Application | An incorrect number of attachments was shown on the Posted Sales Credit Memo page. | 49821 |
| General Application | When we released DC 11.02, we forgot to write the following in the changelog. Additional conditional statements are added when using Document Search in XML files. In some cases, when using Document Search, the following error was thrown:
| 49965 |
| General Application | When selecting what data to include in the exported configuration file using the Assisted Setup Guide, the following error could occur:
| 50002 |
| General Application | The Swedish translation for the field Maximum allowed difference Incl. VAT has been adjusted on the following pages:
| 50083 |
| General Application | In the Document Capture Assisted Setup, the localization name has been changed from Germany to German (Germany). The localization list is available during configuration import from Continia Online. | 50087 |
| General Application | When using storage type File Service in combination with OnPrem OCR, the XML directories for each category weren't created correctly. | 50177 |
| General Application | The page Pre-Cloud Migration Wizard was not searchable within Business Central. | 50285 |
| General Application | Corrected an issue where selecting and importing a single XML file when using storage type File Service failed. Doing a full import (the action Import Files from the role center) wasn't affected. | 50345 |
| General Application | Copying the email address when right-clicking the Email field directly in the Document Categories page (6085575 - CDC Document Category) is now enabled. | 50348 |
| General Application | Belgium and Dutch translation mistakes have been fixed in the following pages and fields: Suggest Header Field Captions page caption. Template Field Card page field captions:
| 50639 |
| General Application | When having a PDF attachment in the Document Viewer whose size exceeds the browser limit, the Document Viewer would not show the PDF. The PDF attachment will now be displayed, no matter the size. | 50749 |
| Order & Receipt Matching | The purchase order lines were not shown on the Invoice Matching page when filtering the order lines on a Vendor Order No. having more than 20 characters. | 49188 |
| Order & Receipt Matching | When manually matching multiple purchase order lines with the template setting Auto Approve Within Variance enabled, the following warning was shown, even though lines were fully matched within variance:
| 49421 |
| Order & Receipt Matching | When performing Get Order Lines in a purchase invoice for purchase orders with item tracking lines, invoice posting was not possible due to multiple error messages related to the item tracking. Purchase order item tracking lines are now hidden in the Get Order Lines to prevent any potential errors. | 50959 |
| Platform and Technology | Previously, when trying to send a test email from DC, the SMTP and Email feature were triggered, prompting two popups, once for each type. Now, sending test emails will only trigger either SMTP or Email, depending on whether the Email feature is activated and properly configured. | 50099 |
| Purchase Contracts | The Create Purchase Contract action was enabled on the Document Card and Document List pages, even though the document was not recognized and had no template assigned. | 49211 |
| Purchase Contracts | When selecting the Translate to Type value for Line Translations, it was possible to choose Purchase Contract. Now, when selecting this value, the following error is shown:
| 49222 |
| Purchase Contracts | When the Purchase Contracts configuration file was not downloaded properly, the no. series code for purchase contracts was blank. | 49748 |
| Purchase Contracts | When uploading an attachment to the purchase contract, using the Web Approval Portal as a reviewer, the following error occurred:
| 49899 |
| Purchase Contracts | The field Purchase Contract Administrator is added to the User Setup by Company, allowing you to define users as purchase contract administrators across multiple companies easily. | 49912 |
| Purchase Contracts | When assigning a G/L Account, Item, Fixed Asset, Resource, or Charge (Item) whose description length is over 50 characters, the following error was thrown:
| 49959 |
| Purchase Documents | Previously, when adding attachments on pages such as Posted Purchase Invoice, Posted Purchase Credit Memo, Posted Sales Invoice, and Posted Sales Credit Memo, the documents did not appear in the dropdown menu in the Document Viewer. Now, all attachments are correctly displayed in the dropdown menu. | 46693 |
| Purchase Documents | When running the Batch Post Purchase Invoices function, the VAT Reporting Date will now be updated accordingly on the matched purchase orders. | 47580 |
| Purchase Documents | The Business Central Find Entries function did not include purchase documents posted via a general journal when the General Journal Batch was configured with two different number series in the No. Series and Posting No. Series fields. | 48953 |
| Purchase Documents | The following change only applies to Microsoft Dynamics 365 Business Central 2022 release wave 1 (BC v20) and newer versions. The below error message would appear when attempting to perform a partial Get Order Lines on a second purchase invoice tied to the same purchase order, after a successful action on the first invoice.
| 49084 |
| Purchase Documents | When registering a credit memo with a negative amount in the document lines to the General Journal, the following message was shown:
| 49235 |
| Purchase Documents | Registered documents in the purchase order category can no longer be re-opened once a created or updated purchase order has been posted. | 49413 |
| Purchase Documents | When registering purchase documents in the Document Journal to journal lines, the General Journal was always opened regardless of what was specified in the Journal Template Name in the Document Category. Now, the relevant journal will be opened based on the Journal Template Name setting in the Document Category. | 49427 |
| Purchase Documents | The credit memo attachments were not displayed when creating a payment suggestion in the Payment Journal. | 49867 |
| Purchase Documents | Registering a document in the purchase order category without capturing the unit cost, the order lines were created with a unit price of 0 (zero). | 51044 |
Document Capture 2023 R1 Service Pack 2, hotfix 2
Released: September 18, 2023
App version: 11.2.2
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Document Approval | Can Edit Posting Lines now allows you to update Job No. and other job-related fields when the document status is Pending Approval. | 49564 |
Document Capture 2023 R1 Service Pack 2, hotfix 1
Released: September 7, 2023
App version: 11.2.1
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| General Application | During document import, the following error could occur:
| 49375 |
| Purchase Documents | The following only applies to app-based versions of Business Central. In Document Capture 2023 R1 Service Pack 2 (11.2.0), the Status field was set to not visible on the following pages:
| 49383 |
Document Capture 2023 R1 Service Pack 2
Released: August 29, 2023
App version: 11.2.0
FOB version: 11.02
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Country and Regional | Document Capture is now available for additional countries in Business Central online. You can view the complete list of supported countries here: Country/Regional Availability and Supported Languages. | 45774 |
| Documents and Templates | By enabling the option Check Item Prices on the template, the item's recognized unit cost is validated against the price specified on the item card. Depending on the costing method specified for the item, the price comparison is conducted in the following manners:
Should the unit cost of the recognized item differs from the special price or unit cost calculated from the item card, a warning is displayed in the comment section. If the Line Discount % template line field contains a valid value or a special discount is configured for the item, the discount percentage is included in the unit cost comparison. | 45706 |
| Documents and Templates | The following message has been made configurable:
| 47451 |
| Documents and Templates | It is now possible to configure the following 3 messages as comment type "Information"
| 48028 |
| General Application | The Swedish translation of page CDC Purch. Approval Entries is changed from
| 47005 |
| General Application | The following feature is only available in extension versions of Business Central. The additions from Document Capture, like the Amount field on the purchase order list and card, are only active when documents exist in the purchase order category. | 47983 |
| Purchase Contracts | Previously, the Contract End Date value was not considered when approving a document (invoice) based on a purchase contract. Now, for a document to be auto-approved based on a contract which has a Contract End Date specified, the document's Invoice Date must be before the contract's end date. | 47367 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Documents and Templates | When capturing a new search text to a template where one search text already exists, the new search text would overwrite the existing one. Now, you are presented with the following two options:
| 43801 |
| Documents and Templates | The vendor was not identified if VAT Registration No. contained spaces both on the vendor and in the document. | 45667 |
| Documents and Templates | When validating the recognized lines in the Purchase Order category and the Translate to Type or Translate to No. are missing in the document line, the following error comment is now shown.
| 45700 |
| Documents and Templates | When adding a line of type item to a Std. Amount Distribution, Document Capture would display the following error message if Inventory Posting Group was not populated on the Item Card:
| 47373 |
| Documents and Templates | In some localizations, the name of the template fields GTIN No. and VAT Prod. Posting Group was not translated. | 47443 |
| Documents and Templates | Corrected an issue that would prevent standard functionality (CheckCreateSalesRecurringLines) to be executed when a Sales Order was created by Document Capture. | 47614 |
| Documents and Templates | Only the first document was recognized when importing an XML document and the document was automatically split. | 47666 |
| Documents and Templates | When registering a document using a template that would create journal lines and a template field had a value specified in the Field in Purchase Header or Field in Purchase Line, an error message was displayed:
| 47784 |
| Documents and Templates | Corrected an issue that would cause the Remove Template Field action to fail with the error message shown below if the template contained a template field with a Field Name exceeding 45 characters.
| 47969 |
| Documents and Templates | Auto-assign on error was only executed when performing Recognize Fields on a document. The same functionality is now invoked when activating the Validate action. | 48357 |
| Document Approval | When changing the account type in a purchase document line for a document with status pending approval and the Can Edit Posting Lines in the Continia User Setup was enabled for the approver, the following message was displayed:
| 43335 |
| Document Approval | When canceling an approval flow for a purchase document, the cancel request was not issued to the Workflow Webhook integration. In some cases, this could prevent approval using Power Automate flows not to function as expected. | 47600 |
| Document Approval | The hidden field 4-eyes, 2nd Approver ID has been removed (deprecated) from the Continia User Setup Card. | 48314 |
| General Application | To improve the shown order of the approvers when using the Continia Web Approval Portal, sorting has been added to page 6086004 - Purch. Doc. Appr. En. (WS). | 29537 |
| General Application | In the CDC-ALL permission set, the read permissions for the G/L entry and G/L register have been changed from Read to Indirect Read. | 45449 |
| General Application | When changing Document Storage Type, the confirm message text could sometimes contain incorrect storage parameters. It now always displays the correct values. | 46835 |
| General Application | The XML-type identification processing time has been significantly improved by reducing the number of calls to the document storage. | 47323 |
| General Application | If a vendor number contained filter characters and the length of the vendor number equals 19 or 20 characters, the Documents Factbox on the Vendor list page displayed the following error:
| 47578 |
| General Application | The following feature is only available in extension versions of Business Central. The Business Central standard actions in the Incoming Document action group on the purchase order card and purchase order list were hidden even when enabling the Show Standard Purchase UI Elements option on the Document Capture Setup page. | 47866 |
| General Application | In some cases, the attached document was not displayed in the document viewer on the Vendor Ledger Entries page. | 48533 |
| Order & Receipt Matching | In a matching scenario where you don't use the price as a line-matching criterion, you could have prices in the invoice differing from the prices specified in the order without any notice from Document Capture. Now, a configurable message is shown in the comment section if the amount difference of the matched lines exceeds the tolerance specified in the Max. Variance Amount Allowed or Max. Variance % Allowed fields on the template card.
| 39399 |
| Order & Receipt Matching | Matching to a purchase order line of type Charge (Item) is only supported when Invoice Reg. Step 1 on the template is set to Match and update Order. If the template is configured to create a separate invoice or credit memo, the following document comment of type error is shown:
| 43510 |
| Order & Receipt Matching | When applying Our Order No. to a prepayment invoice, and the referenced order contained comment lines, the following error was displayed:
| 47903 |
| Purchase Contracts | Previously, when clearing or changing the value in the header field Type from Purchase Contract, the document line relation to purchase contract lines was not removed. The line relation is now updated, but due to technical limitations, the field Purchase Contract Line No. value is visually not updated on the page when performing this action from the Document Card. You must therefore reopen the page to see the updated line value. | 47478 |
| Purchase Contracts | When creating a purchase contract, the following error occurred when the Purchase Contract Nos. code on the Purchase Contracts Setup had more than 10 characters.
| 47569 |
| Purchase Contracts | When having purchase contracts of both the type purchase and expense, the Purchase Contract Cues on the Document Capture Activities included all types of contracts. The cues are now filtered only to show the purchase contract of type purchase. | 47589 |
| Purchase Contracts | When selecting purchase contract as the Type and specifying a contract number in the Account No. field in the Document Journal, the values were not stored in the Accounts for Amounts. | 47835 |
| Purchase Documents | When trying to distribute an amount lower than the total unit cost of the Standard Amount Distribution Code lines on the document on the Get Std. Purch. Amt. Dist page, the following error was shown:
| 44611 |
| Purchase Documents | When registering a document with negative amounts in the document lines to the General Journal, the following message was shown:
| 46515 |
| Purchase Documents | The proper font styling was not applied to the Status field in the Purchase Orders, Purchase Invoices, Purchase Return Orders, and Purchase Credit Memos pages. This only applies to the extension versions of Business Central. | 47440 |
| Purchase Documents | The Get Order Lines action on the Purchase Invoice page failed with the following error message if the Prices Incl. VAT on the purchase order was set to true, and the purchase order had posted prepayments:
| 48070 |
| Purchase Documents | When registering a purchase document using an Amount Distribution code and the account, the Line Posting Description header field would overwrite the description specified in the Amount Distribution Code. | 48207 |
Document Capture 2023 R1 Service Pack 1, hotfix 1
Released: June 27, 2023
App version: 11.1.1
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| General Application | The process of calculating the XML master template for an XML document is now optimized to reduce the calls to the storage account. | 47323 |
| Order & Receipt Matching | When Our Order No. was applied to a prepayment invoice and the referenced order contained comment lines, the following error was displayed:
| 47903 |
Document Capture 2023 R1 Service Pack 1
Released: June 2, 2023
App version: 11.1.0
FOB version: 11.01
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Documents and Templates | The below error comment:
| 43512 |
| Documents and Templates | Color mode for TIFF files in Business Central online is now available as Microsoft has addressed the related performance issues. | 45445 |
| Documents and Templates | You can now change the configurable message, shown below, to comment type Information.
| 46077 |
| Document Approval | The action Approval Forwarding has been added to the pages Continia User Setup List and Continia User Setup Card, making it possible to view or edit the approval forwarding setup for the selected user. The action is only visible if all of the following criteria are met:
| 46039 |
| General Application | For the Norwegian localization, two new captions are added in the PDF identification template "KJØP-ID".
| 45668 |
| General Application | When copying a company in an on-premises environment, all Continia solutions are automatically deactivated in the new company copy. | 46852 |
| General Application | With the release of Business Central 2023 R1, Microsoft introduced standard functionality to synchronize master data between companies. Certain master data tables in Document Capture are not suited for synchronization between companies since they hold company-specific relations to standard data entities (e.g., Vendors, Customers, Dimension Values, etc.) or posted data. Setting up master data synchronization of the following tables will invoke an error message:
| 47221 |
| Purchase Documents | When in the Document Journal updating an existing purchase order that has the status Released, a dialog box will now be displayed:
| 46377 |
| Purchase Documents | When in the Document Journal updating an existing purchase order that has the status Pending Approval in the Document Journal under the Purchase Order category, a dialog box will now be displayed:
| 46379 |
| Purchase Documents | When updating an existing purchase order with a status of Pending Prepayment in the Document Journal under the Purchase Order category, a dialog box will be displayed:
| 46706 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Country and Regional | The headline and description texts in the teaching tip for the Accounts for Amounts page have been updated to match the page name. | 45879 |
| Country and Regional | The following updates have been made to the AU and NZ Configuration file:
| 47298 |
| Documents and Templates | When recognizing fields in an XML purchase document with an embedded file where the file name contained a dot character and did not have a file extension, the following error occurred:
| 44535 |
| Documents and Templates | When moving a document from Documents (UIC) to the active company and the template was set to Register Documents Automatically in the Template Card, the following error occurred:
| 44947 |
| Documents and Templates | When recognizing an XML document, and the currency code recognized was the same as the LCY Code on the General Ledger Setup, the following error occurred:
| 45462 |
| Documents and Templates | The field Transfer Amount to Document has been added to the template number fields on the Template Field Card for the Sales category. | 45511 |
| Documents and Templates | When recognizing template fields with Data Type set to Lookup, the following error occurred in the Document Journal:
| 45863 |
| Documents and Templates | The following tooltip has been added to the field Show Embedded PDF files as Default on the Template Card:
| 46186 |
| Documents and Templates | When having two or more XML vendor templates with multiple search texts and using Recognize Fields on an XML document, the following error occurred:
| 47004 |
| Documents and Templates | When capturing a value containing invalid filter characters into the Document Type field in the Document Journal, the following error occurred:
| 47022 |
| Documents and Templates | To avoid creating empty files when importing documents, additional measures have been applied to prevent multiple instances of Import Documents running simultaneously. | 47052 |
| Document Approval | When approving documents, users may receive the following message:
| 46874 |
| Document Approval | When using Send Status email to Approvers, emails were not sent to shared users when setting Forward Emails in the Approval Sharing. | 46926 |
| Document Approval | When setting Invoice Reg. Step 2 to Release or Post in the Template Card for purchase documents, an error message was displayed even when purchase invoice approval is not enabled:
| 47077 |
| General Application | When exporting attachments, the following error could appear. This has now been prevented by extending the filename to 250 characters.
| 42864 |
| General Application | When using the Export Attachments functionality, files related to XMLs had the .XML file extension incorrectly added in addition to the correct file extension. | 42865 |
| General Application | The template card's Calculate Date (Date Formula) field can now be used on line fields. | 45751 |
| General Application | Added the action Add to the context menu for the Documents factbox page (drag-and-drop). | 46060 |
| General Application | Previously, the "CDC Basic" Application Area could be enabled even when the Application Area feature was not in use. In this case, only Document Capture pages were visible. Now, the "CDC Basic" Application Area is only enabled if Basic Application Area is also enabled. | 46182 |
| General Application | Corrected a spelling mistake on the Suggest Header Field Captions. The Danish page caption "Forslå hovedfeltoverskrifter" was changed to "Foreslå hovedfeltoverskrifter". | 46542 |
| General Application | We have added a new field, Document Type, on the Field Rules page. The Document Type field was not populated with custom rules during the upgrade process. For the template field DOCTYPE ([I]nvoice / [C]redit Memo / [P]repayment), we are now updating the new field Document Type for custom-added rules based on the rule description. As not all rules can be automatically updated, the following message is now displayed when recognizing fields and the Document Type is empty:
| 46797 |
| General Application | When creating a new customer, vendor, or item without any templates and with the Document Factbox visible on the Customer Card, Vendor Card, or Item Card page, an error message is displayed:
| 46946 |
| General Application | Opening the role center, users could experience slow performance when a document category had a value in the field Get Document Status in the Codeunits section. This update only applies to Business Central 2019 release wave 2 (BC15) or newer versions. | 47231 |
| General Application | To download or open the attachments in the Documents factbox page (drag-and-drop), you can now simply select the description text. | 47263 |
| General Application | The field Translate to VAT Bus. Posting Group has been added to the Accounts for Amounts page. | 47305 |
| Order & Receipt Matching | When using the report "Delete Invoiced Purch. Orders" to batch delete orders, the following error occurred in some scenarios:
| 44599 |
| Platform and Technology | When opening Manual Setup in the app version of Document Capture, many duplicated records were displayed. | 42928 |
| Purchase Contracts | It is no longer possible to remove the Vendor No. filter when looking up purchase contracts from the Document Journal. | 42785 |
| Purchase Contracts | When creating a purchase contract based on a registered document (Status = Registered) the following message is now shown:
| 45275 |
| Purchase Contracts | The value in the purchase contract line field Unit Cost was always rounded to two decimal places when creating a contract from the Document Journal. | 46023 |
| Purchase Contracts | When returning a purchase contract to the reviewer, the archived purchase contract's Status is now set to Returned to Reviewer. | 46178 |
| Purchase Contracts | When creating a new purchase contract based on a document, the validation of default line information was previously performed at the end of the process, resulting in the input being lost, and an error was thrown if a contract could not be created. Now, several checks are executed before the contract creation process is initiated, and the user is immediately informed about the error. | 46477 |
| Purchase Contracts | When adding the template line field Purchase Contract Line No. to an XML document, the field was hidden by default. This change currently only applies to new implementations or if the configuration file is re-imported. | 47187 |
| Purchase Contracts | When recognizing a value or using a formula in the Vendor Contract No. template field, the functionality linking the document to the purchase contract was not triggered. Due to technical limitations, the purchase contract line number field value is not updated on the page when performing this action from the Document Card. You must close and reopen the page to see the updated purchase contract line relations. | 47190 |
| Purchase Documents | When recognizing a purchase prepayment document in the Document Journal, the document type was identified as an invoice instead of a prepayment if the document had both prepayment and invoice captions (e.g., Prepayment Invoice). | 45709 |
| Purchase Documents | To ensure better initial recognition of new documents, several field captions have been added to the master template fields in the Purchase Order and Purchase categories. The following template fields have been updated: PURCHORDER category
| 45901 |
| Purchase Documents | When creating a new purchase order in the Purchase Order category, purchase order lines were not created if only header amounts were recognized and no translations were specified in Accounts for Amounts in the Amount Excl. VAT template header field. | 46085 |
| Purchase Documents | When doing partial translation of a recognized purchase document line where the Translate to Type is specified but not Translate to No. in the Line section, the following error was shown when force registering the document:
| 46375 |
| Purchase Documents | When validating a purchase order document in the Document Journal and no values are recognized in the template fields Our Order No., Vendor Order No., or Vendor Shipment No., the below warning will not be shown in the Comments section.
| 46376 |
| Purchase Documents | When in the Document Journal performing a lookup in the Our Order No. field on a purchase order, and the Our Order No. field contains a valid value, the cursor is now placed on the related line in the Purchase List. | 46378 |
| Purchase Documents | In the Purchase category: When the value of the DOCTYPE field matches a rule that does not have the field Document Type populated with the correct value (invoice, credit memo, or prepayment), any document registered in the purchase category would be created as a purchase quote. | 46651 |
| Purchase Documents | When you registered a purchase document using Line Posting Description in the Document Card, and the Line Posting Description was longer than the Description in the purchase line, additional text lines were created only for the last purchase line. | 46695 |
| Purchase Documents | When pressing "New", either on the purchase order list or the purchase order card pages, the lines subpage would contain order lines belonging to other orders. | 46734 |
Document Capture 2023 R1, hotfix 5
Released: May 10, 2023
App version: 11.0.5
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Documents and Templates | When you had two or more XML vendor templates with multiple search texts and used Recognize Fields on an XML document, the following error occurred:
| 47004 |
| Documents and Templates | When a value containing invalid filter characters was captured into the Document Type field in the document journal, the following error occurred:
| 47022 |
Document Capture 2023 R1, hotfix 4
Released: May 4, 2023
App version: 11.0.4
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Document Approval | When approving documents, users may receive the following message:
| 46874 |
Document Capture 2023 R1, hotfix 3
Released: April 28, 2023
App version: 11.0.3
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| General Application | Expanded the Progress text variable from 30 to 100 characters on the Storage Migration Status page to prevent the following error in setups with a large number of documents pending migration:
| 46765 |
| General Application | We have added a new field, Document Type, on Template Field Rules. The Document Type field was not populated for custom rules during the upgrade process. For the template field DOCTYPE ([I]nvoice / [C]redit Memo / [P]repayment), we are now updating the new field Document Type for custom-added rules based on the rule description. It is not all rules that we can update. When Document Type is blank, the following error now occurs when fields are recognized:
| 46797 |
Document Capture 2023 R1, hotfix 2
Released: April 26, 2023
App version: 11.0.2
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| General Application | Added the template fields Balancing Account Type and Balancing Account No to the master template in the purchase category during upgrade. | 46710 |
| General Application | Resolved an issue that caused the upgrade to fail if no G/L setup record could be found in a company. | 46711 |
| Purchase Documents | In the purchase category: When the value of the DOCTYPE field matches a rule that does not have the field Document Type populated with the correct value (Invoice/Credit Memo/Prepayment), any documents registered in the purchase category would be created as purchase quotes. | 46651 |
| Purchase Documents | When you selected New, either on the purchase order list or on the purchase order card pages, the lines subpage would contain order lines belonging to other orders. | 46734 |
Document Capture 2023 R1, hotfix 1
Released: April 14, 2023
App version: 11.0.1
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Country and Regional | When running the Document Capture setup wizard in a new company, using Swedish language, the following error occurred:
| 46478 |
Document Capture 2023 R1
Released for online: April 3, 2023
Released for on-premises: April 14, 2023
App version: 11.0.0
FOB version: 11.00
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Documents and Templates | The following template fields have been renamed:
| 17795 |
| Documents and Templates | A new field, Check Item Prices, has been added to the Template Card. The field allows you to compare the special prices and discounts for an item on an unregistered Document. The field can only be enabled when Recognize Lines is enabled. It checks all document lines, and if one of the lines' prices differs from the vendor's calculated item price, a comment/warning is shown. For further information, see Automatic Checking of Line Item Prices. | 28359 |
| Documents and Templates | The standard Business Central field, Deferral Code, has been added to Accounts for Amounts in the Document Journal. For further information, see Deferral Codes on the Accounts for Amounts Page. | 28532 |
| Documents and Templates | When manually merging PDFs, you can now merge nonconsecutive documents. For further information, see Merging Nonconsecutive Documents. | 29448 |
| Documents and Templates | A new category has been added for creating and updating purchase orders. Most of the functionality available in the existing category for purchase invoices and credit memos is also available for the new purchase order category. For further information, see New Category for Creating and Updating Purchase Orders. | 29744 |
| Documents and Templates | The following comment has been changed from:
| 30816 |
| Documents and Templates | A page for selecting and storing the salesperson that is to be applied when registering a document in the sales category has been added. The functionality is similar to the purchaser translation used in the purchase category. | 31983 |
| Documents and Templates | You can now configure amount distribution codes to split the invoice amount by dimension while keeping the existing account number. For further information, see Splitting Invoice Amounts by Dimension While Keeping the Existing Account Number. | 38670 |
| Documents and Templates | When the cursor is focused on a specific document line in the Document Card and opening the Item Reference List, the cursor is now focused on the record in the Item Reference List that matches the document line. | 38976 |
| Documents and Templates | When creating general journal lines, you can now specify the Balancing Account Type (G/L Account or Bank Account) and Balancing Account No. as template header fields. By default, the vendor is used as the balancing account when the template header fields Balancing Account Type and Balancing Account No. are empty. For further information, see Creating General Journal Lines Without a Vendor Balancing Account. | 39315 |
| Documents and Templates | The Comment field has been added to page 6085600 - CDC Document List With Image and page 6086074 - CDC Delegated Documents List. | 40280 |
| Documents and Templates | Support for shared mailbox with EWS has been added to the Document Category. To use a shared mailbox, populate the new Shared Email Address field on Document Category Card under the Email section. | 40405 |
| Documents and Templates | The configuration file imported when setting up Document Capture has been updated with a number of changes for all localizations. Purchase PDF master template:
| 40499 |
| Documents and Templates | The configuration file imported when setting up Document Capture has been updated with a number of changes for the North American localization. Purchase PDF master template:
| 40499 |
| Documents and Templates | When enabling Show Embedded PDF files as Default on an XML template and importing an XML document with an embedded PDF file, the Document Viewer will display the PDF file instead of the original XML file. For further information, see Displaying Embedded PDF Files by Default in the Document Viewer. | 40802 |
| Documents and Templates | When using the Suggest Header Field Captions for updating the master template fields, it is now possible to ignore caption suggestions. Ignored caption suggestions won't be recreated when rerunning the Create Suggestions action. For further information, see Ignoring Caption Suggestions. | 41569 |
| Documents and Templates | The document comment shown below has been made configurable.
| 41890 |
| Documents and Templates | A new field, Split XML Documents Automatically, has been added to the Document Category card. When populating the Split XML Documents Automatically field, XML documents are automatically split during import. | 41895 |
| Documents and Templates | The following feature is only available in App based versions of Business Central. When registering a document, it is possible to validate the imported amounts against the assigned amounts on purchase documents. For several reasons, it may be acceptable to have minor differences between the imported and assigned amounts. Therefore, the following two new fields have been added to the General Ledger Setup and Currency pages.
For further information, see Configuring Purchase Documents and Configuring the Allowed Difference Between Imported and Assigned Amounts. | 42504 |
| Documents and Templates | The field caption Ask to Set Default G/L Account has been changed to Ask to Set Default Account No. on the Template Field page. | 42658 |
| Documents and Templates | The Create new Template Field action has been added to the Document Card page. | 42955 |
| Documents and Templates | A new template line field, Position, has been added to the purchase and sales master templates. | 43283 |
| Documents and Templates | When multiple templates have been identified using search texts, a dialogue that allows the user to select the correct template is now displayed. This only happens when recognizing fields on a single document and not during import or when batch recognizing multiple documents in the Document Journal. The dialogue is only displayed if the templates identified have more than one search text. In the case where multiple templates, only having one search text, are found, existing functionality prioritizes which one to use based on where the search text is found in the document. The search text found first (at the topmost position of the document) is used. For further information, see Dialog Listing Templates if Multiple Templates Are Found Using Search Texts. | 43513 |
| Documents and Templates | Document Capture supports the automatic assignment of item charges when registering a document that contains a line of type Charge (Item). A new option field, Item Charge Assignment Method, has been added to the Template Card. The available options are:
The initial option <Empty> (the default value) does not initiate the new functionality. The other four options invoke the same automatic assignment methods available in the Suggest Item Charge Assignment action in the standard Business Central application.
| 43514 |
| Documents and Templates | Two new features have been added to document assignment:
| 43517 |
| Documents and Templates | When deleting a template field from a master template, the user is now prompted with a confirmation for also deleting the template field on all related templates if the field has not been used to capture a value. For further information, see Bulk Deletion of Master Template Fields. | 43518 |
| Documents and Templates | On the Line Translations page (used for number and description translations), the following changes have been applied:
| 43519 |
| Documents and Templates | When a template number field with Transfer Amount to Document set to Always or If lines are not recognized has a value, but no account has been configured for the template field, the following document comment is added:
| 43534 |
| Documents and Templates | Deletion of the following important and required template fields is now being prevented: Header fields:
| 43688 |
| Documents and Templates | The Lines fasttab must be updated when adding or removing a template line field from the Document Card page. To ensure this, the following message is now displayed:
| 43690 |
| Documents and Templates | When using line recognition, translations are automatically created when populating the Translate to Type and Translate to No. fields and when the No. field is populated. When the No. field is empty, the functionality has been expanded to create translations based on the data in the Description field on the lines. | 43698 |
| Documents and Templates | For the AU and NZ localization, the localized ABN No. field on the vendor is now used as the primary validation when identifying a vendor using the identification template. If the ABN No. is not recognized, the vendor is identified using the VAT No. field. | 43733 |
| Documents and Templates | XML template descriptions have been updated to include the country code of the country that uses the XML template. | 44010 |
| Documents and Templates | Multiple tooltips on the Document Journal, Document Card, and Match Lines pages have been improved. | 44685 |
| Document Approval | Support for approval of purchase orders and purchase return orders using Continia approval workflows have been added. Most of the functionality available for purchase invoices and credit memos is also available for purchase orders and purchase return orders. For further information, see Support for Purchase Orders and Return Orders in the Continia Approval Workflows. | 16562 |
| Document Approval | The Continia Web Approval Portal has been extended to support the approval of purchase orders and purchase return orders. For further information, see the following article on Continia Docs: https://docs.continia.com/da-dk/continia-document-capture/new-and-planned/web-approval-portal/support-for-purchase-order-approval-using-the-continia-web-approval-portal | 38943 |
| Document Approval | On the Approval Flow lines page (Approvers), the Approver ID field has been added to show the User ID of the approver. | 40331 |
| Document Approval | When determining if a purchase document can be auto-approved, several checks are performed (e.g., if the imported amounts are equal to the assigned amounts and if matched orders have been approved). If any of these checks fail, the user who registers the document is informed about the reason, and the document is subsequently submitted into the normal approval flow. This information is now also stored as an approval comment, thus being available to the approvers. For further information, see Displaying Automatic-Approval Comments During the Approval Process. | 43520 |
| Document Approval | It is now possible to specify per user to whom a given approver can forward. For further information, see User-Specific List of Approvers When Forwarding Approval Requests. | 43685 |
| Document Approval | If the force approval workflow is not enabled, and the user enables the field Auto approve within variance on the Template Card page, the following confirmation message is displayed:
| 43697 |
| Document Approval | Actions to open the Web Menus and PDF Report Setup pages have been added to the Document Capture Setup / Continia Web Approval page. | 44070 |
| General Application | The possibility to select a specific VAT Business Posting Group for the accounts for amounts translations has been added. If the Translate To Type is either Purchase Contract or Amount Distribution Code VAT Business and VAT Product Posting Group is cleared and disabled. | 20148 |
| General Application | The add-ins used by Document Capture have been updated to resemble the standard layout used in Business Central. | 28329 |
| General Application | The Document Card has been added to the repeater (shortcut) menu in the No. column on the Document Journal. | 28534 |
| General Application | When changing specific fields on the Continia Web Portal Card and Continia Web Portal List pages, the following notification is shown.
| 29974 |
| General Application | The extended text lines for items are now added when registering a document in the sales category. | 38952 |
| General Application | The Documents File Factbox has been redesigned and is now shown using a list page part. This allows for easy customizations and additions of columns. | 39203 |
| General Application | In many list pages, Microsoft has removed the word "list" and replaced it with "s" (plural) from the page caption. Similar changes have been made in Document Capture. | 40539 |
| General Application | The Use Unidentified Company Documents field on the Document Capture Setup page is now only visible when there are two or more companies with Document Capture activated. | 41005 |
| General Application | Help links referring to Continia Docs have been added to multiple Document Capture pages. | 41611 |
| General Application | The XML master template FATTURA has been added for all localizations. | 41656 |
| General Application | To comply with the Universal Code initiative, the following has been changed. A new Document Storage Type named File Service has been added. The File Service storage type is used to access locally stored files (PDFs, images, etc.) through a new Continia File Service. For further information, please see the following article on Continia Docs: https://docs.continia.com/da-dk/continia-document-capture/new-and-planned/platform-and-technology/support-for-the-business-central-universal-code-initiative https://docs.continia.com/da-dk/continia-document-capture/new-and-planned/platform-and-technology/support-for-local-file-system-storage-with-the-business-central-universal-code-initiative | 41712 |
| General Application | When changing the Company Code on the Continia Company Setup page, the function Export OCR Configuration Files is now automatically executed. | 41735 |
| General Application | In Business Central 2022 release wave 2 (BC v21), the standard attachment factbox is now hidden on purchase invoices and credit memos pages if Document Capture is activated and no attachments exist in the standard factbox. | 41817 |
| General Application | The Accounts for Amounts page action has been moved from the Translations category to the Template category. The page has also been renamed from Posting Setup to Accounts for Amounts, and several captions have been updated to reflect the usage better. | 42059 |
| General Application | Added validation code to the EWS Client Secret field on the CDC Document Category table to prevent common input mistakes. | 42452 |
| General Application | The OIOUTS document related to an OIOUBL invoice sent for approval was not shown in the Continia Web Approval Portal. Now the OIOUTS document is available in the attachment list, and the styled view can be shown in the document viewer or downloaded. For further information, please see the following article on Continia Docs: https://docs.continia.com/da-dk/continia-document-capture/new-and-planned/web-approval-portal/displaying-oiouts-documents-in-the-continia-web-approval-portal | 42701 |
| General Application | In the Documents for Import list, a new action, Mark as Processed, has been added. This action will mark the selected network documents as processed and will prevent the marked documents from being automatically imported again. | 43296 |
| General Application | When security filters were applied on the Purchase Header table to restrict the view on Purchase Orders, the following error occurred when opening the Assign to Me page:
| 43357 |
| General Application | The word Check has been removed from the captions under the Checks and Validation section on the Document Capture Setup / Purchase Approval page. | 43588 |
| General Application | The Description field has been added to the Assigned Documents and Assigned to me pages. | 43649 |
| General Application | In the Template List page, the Source ID field caption is automatically changed according to which source table (vendor/customer) the category belongs to. Besides that, the field Source Name is renamed to Name. | 44139 |
| General Application | The Continia Notifications module has been introduced, enabling you to receive notifications about operational statuses and important releases directly inside Business Central. Note that if you have a closed on-premises environment and upgrade to the latest version of Document Capture, it's important that you allow outgoing traffic to the Continia Notifications addresses specified under Firewall requirements. Otherwise, you'll be unable to receive any notifications from Continia. | 45468 |
| Order & Receipt Matching | Two new line fields have been added to the purchase master template.
For further information, please see the following article on Continia Docs: https://docs.continia.com/da-dk/continia-document-capture/new-and-planned/order-and-receipt-matching/support-for-vendor-shipment-numbers-and-vendor-order-numbers-on-lines | 42120 |
| Order & Receipt Matching | The performance of the matching process has been improved when matching header amounts (when no lines have been recognized on the document). | 43031 |
| Order & Receipt Matching | When a document is not automatically matched because the match difference exceeds the allowed variance settings on the template, the following document comment is created:
| 43516 |
| Order & Receipt Matching | If a value has been captured in either of the fields Vendor Order No. or Vendor Shipment No., the page Invoice Match will show the actions to filter purchase receipt lines and/or purchase order lines to only display the lines associated with documents with the specified values. | 43521 |
| Order & Receipt Matching | The page shown when doing a lookup in the template field Our Order No. has been redesigned to include the following fields:
| 43525 |
| Platform and Technology | With Document Capture 2023 R1 (11.00), we have released Document Capture for Microsoft Dynamics 365 Business Central 2023 release wave 1 (BC22). Document Capture 2023 R1 (11.00) in Business Central online will not be available for Microsoft Dynamics 365 Business Central 2022 release wave 2 (BC21). You will only be able to use Document Capture 2023 R1 (11.00) in Business Central online when you have upgraded to Microsoft Dynamics 365 Business Central 2023 release wave 1 (BC22). | 32407 |
| Platform and Technology | With the release of Document Capture 2023 R1 (11.00), we have released an upgrade tool that enables direct upgrade to Document Capture 2023 R1 (11.00) from the following versions:
For details, please see Upgrading to Continia Document Capture 2023 R1 (11.00) for FOB versions. | 41917 |
| Platform and Technology | With the release of Document Capture 2023 R1 (11.00), we only support the following versions (BC v14 and the three latest versions of Business Central):
| 42558 |
| Platform and Technology | The Continia Web Approval Portal has been updated to version 1.27.3 | 45904 |
| Platform and Technology | When installing Document Capture we previously automatically installed the Continia Document Capture OnPremise app. Now, this only happens when upgrading from a previous version. For more information, see Installing Continia Document Capture On-Premises. | 45930 |
| Platform and Technology | When running Document Capture for Business Central 2023 release wave 1 (BC v22) on-premises, the following features now utilize services in Continia Online:
| 46051 |
| Platform and Technology | The download packages for the OnPrem Apps have been changed, so we now only have 2 packages. The first package is the for the NA apps (this package differs from the rest, because we also include the NA apps). The second package is for all other localizations. | 46135 |
| Purchase Contracts | A new date formula field, Max. Allowed Approv. Date Var., has been added to the Purchase Contracts Setup page. The field is used to set a maximum allowed approval date variance when checking if the posting date of a document is within the invoicing period of the purchase contract and, thereby, whether the document can be auto-approved. When no value is entered, 3D is used as the default value. | 41147 |
| Purchase Contracts | When creating a purchase contract from the Document Journal, we now check if the related vendor has any existing purchase contracts and provide a list of these purchase contracts to select from. | 41247 |
| Purchase Contracts | Added support for shortcut dimensions to Purchase Contract lines. | 41688 |
| Purchase Contracts | Purchase contract lines, which relate to an approved or posted purchase invoice, can no longer be deleted. The Show Outdated Lines and Hide Outdated Lines actions have been added to the Purchase Contract subform. These actions filter purchase contract lines on the subform and show or hide outdated lines. A contract line is outdated when it has been canceled for more than one review iteration. A new configuration switch, Hide Outdated Contract Lines, has been added on the Purchase Contract Setup page. The setting specifies whether the contract lines subpage defaults to show or hide outdated contract lines. | 41691 |
| Purchase Contracts | When looking up the Vendor Name in the Purchase Contract card, the currently selected vendor is now highlighted in the opened list. | 42531 |
| Purchase Contracts | When registering a document (invoice) related to a purchase contract, the purchase contract dimensions are now applied to the purchase invoice. | 42568 |
| Purchase Contracts | A new field, Vendor Contract No., has been added to the Purchase Contract page. The field is used to specify the vendor's contract number. Additionally, a new header field Vendor Contract No. has been added to the purchase master template. A new validation codeunit has also been added. It is used to populate the Account No. field on the document header with the purchase contract number found using the Vendor Contract No. field on the Purchase Contract page. Furthermore, the codeunit links the recognized lines and the contract lines if the values for Account Type, Account No., Quantity, and Unit Cost are the same. A warning comment will be created indicating if some or no lines could be linked to the contract lines. | 42597 |
| Purchase Contracts | The Start Review Batch action is now always enabled on the Purchase Contract List page. | 42629 |
| Purchase Contracts | An action to open the related Purchase Contract has been added to Purchase Invoice and Document Journal pages. | 42727 |
| Purchase Contracts | It is now possible to create purchase contract templates, which can be used to populate purchase contract values when creating a purchase contract from the Document Journal or Document Card. You must run a few codeunits to add the permissions. For details, please see the following article. https://docs.continia.com/da-dk/continia-document-capture/development-and-administration/document-capture-permissions#updating-permissions-when-implementing-service-packs | 42728 |
| Purchase Contracts | The following has only been developed in Microsoft Dynamics 365 Business Central 2022 release wave 1 (BC v20) and newer versions. The functionality to create purchase contracts has been added to the Purchase Order and Purchase Return Order pages. | 44616 |
| Purchase Contracts | When selecting the Create Purchase Contract action, the lookup list is no longer shown if only one eligible contract is available. Instead, the purchase contract is linked to the document automatically. | 45336 |
| Purchase Documents | Dimension checking has been improved when registering purchase documents. To activate the dimension check, go to the Document Capture Setup page and enable the Check Dimensions on Register option. The dimension check applies to templates with the following settings in the Purchase FastTab:
https://docs.continia.com/da-dk/continia-document-capture/new-and-planned/documents-and-templates/checking-for-dimensions-on-document-registration | 14663 |
| Purchase Documents | Support for purchase order prepayment has been added. For further information, see Support for Prepayments. | 28507 |
| Purchase Documents | The Force Approval action has been moved from the Request Approval menu group to the Approval group on the invoice and credit memo pages in the Document Capture app versions. | 42459 |
Bug fixes
All relevant bug fixes released in service packs 1 to 2 (including hotfixes to these) for Document Capture 2022 R2 (10.00) are also included in Document Capture 2023 R1 (11.00). The description of these bug fixes is not repeated on this page.
| Functional area | Description | ID |
|---|---|---|
| Country and Regional | Several Polish captions were wrong due to an encoding issue. This meant that some Polish letters were not displayed - instead, a random character was shown. | 42234 |
| Country and Regional | When a purchase contract has been submitted for review in the Danish localization, the caption Afsendt til gennemgang has been changed to Gennemgang indsendt. Generally, the Danish caption reviewer is changed to gennemgangsbruger. | 44921 |
| Documents and Templates | When populating First Table Line Has Captions on a template, it was not possible to capture all lines. | 30843 |
| Documents and Templates | To prevent fraud, the template field Invoice Reg. Step 2 for purchase documents (categories PURCHASE and PURCHORDER) can now only be updated to Release or Post by users configured as approval administrators. When changing the Invoice Reg. Step 2 option from Release or Post to Submit for Approval or [empty], a message is shown if the user is not an approval administrator. The message informs the user that after updating the value, the field can't be changed back to the previous value, and to change the field back, an approval administrator must be contacted. | 39333 |
| Documents and Templates | The document header fields were not shown when opening the Document Journal page in Business Central 2021 release wave 1 (BC v18). | 42215 |
| Documents and Templates | When opening the Document Journal page, the following error occurred in some situations.
| 42420 |
| Documents and Templates | The below configurable message can now also be configured as Information.
| 45440 |
| Documents and Templates | After moving a document to another company, the preview was not shown for documents created from XML files. | 45473 |
| Documents and Templates | An update to Business Central caused the XML Styled view to show strange characters instead of the expected special characters (e.g., æ ø å). This was caused by a wrong encoding used when showing the XML Styled view for the following XML formats:
You can read more about how to manually change the stylesheets and correct the XML styled view for all open documents by following the instruction in the following article (available for Continia partners only): https://continia.zendesk.com/hc/en-us/articles/10444117845266-Problems-with-special-characters-in-the-XML-Styled-view | 45708 |
| Documents and Templates | When having two XML Master templates with the same XML Identification Template and selecting Recognize Fields on an XML document, the following error occurred:
| 45710 |
| General Application | The arrows and the text field above the Document Viewer on the Split and Merge Documents page have been removed. | 43002 |
| General Application | The following is only relevant for the Danish localization. Corrected the value in the Status field under Købsgodkendelse on the Document Capture Setup / Purchase Approval page. From
| 44130 |
| General Application | When Use Cloud OCR is false, and when using the same file path for PDF File Path for OCR, File Path for OCR-processed files, or XML File Path, the following error is shown:
| 44380 |
| General Application | The caption of the Document Viewer factbox on the Split and Merge Documents page has been changed from Original document to Page. On the following pages, the dropdown on the Document Viewer factbox has been removed:
| 45244 |
| Order & Receipt Matching | When registering a document after matching it against purchase order lines with different Direct Unit Cost or Line Discount %, the following error occurred:
| 41855 |
| Order & Receipt Matching | When entering a value in Vendor Shipment No. or Vendor Order No. that exceeded 20 characters, the following error occurred:
| 41937 |
| Platform and Technology | When using Azure Blob storage and an error occurs during the communication with Azure Blob, the error message returned is now shown. | 39213 |
| Purchase Contracts | When using the Create Purchase Contract action from the Purchase Invoice page, the following error was thrown:
| 46158 |
| Purchase Contracts | When submitting the review of a Purchase Contract, the following error was thrown if the user had the permission sets for reviewers (https://docs.continia.com/da-dk/continia-document-capture/development-and-administration/document-capture-permissions#permission-sets-for-reviewers):
| 46164 |