Release Notes

Heads Up: Things That Will Look Different

• Some invoices will now block on invalid dimensions. Invoices with invalid GL dimensions now show a "Dimensions on invoice are invalid" message and must be corrected before approval. A defect was letting some of these through silently, so you may see this on invoices that previously approved without complaint.
• Duplicate warnings catch more. The "this may be a duplicate" warning now also fires when the match is an invoice that's already been exported to your accounting package. Previously it stayed silent on those, which is the case most worth catching.
• Approvers named twice now approve once. If your workflow rules name the same person in two places on an invoice, they'll now see it once, approve once, and get one notification instead of two. If you were deliberately using two stages to make one person sign off twice, that no longer works.

Invoice Entry and Coding

• Unit Cost now prices the line. Typing a unit cost recalculates the line amount and rolls up into the invoice total, tax and discount. Previously the field did nothing, which left lump-sum PO lines with no way to be priced at all.
• Formatted amounts save correctly. Amounts typed as $1,200.50 now save as $1,200.50. Previously the comma could cause the amount to total as $1,200, save as blank, or drop the GL line from the invoice entirely.
• Fields you can't save are now visibly locked. Quantity, Unit Cost and Amount grey out on rows where they don't apply, instead of looking editable and quietly discarding what you typed.
• Item numbers on invoice lines. Invoice lines now show an Item No. column, so you can see at a glance whether a line was matched to a real catalog item or is just captured text. The PO preview and match labels identify lines by item number instead of position.
• Dimensions stay on their own line. Editing dimensions on one GL line no longer changes every other line on the invoice.

Captured Invoices (MagiCapture)

• PO invoices no longer read "NOT BALANCED." When line-item detail is captured, the lines are the coding. MagiCapture was adding a duplicate full-amount GL line on top, so PO invoices showed NOT BALANCED next to a $0.00 variance and dropped out of the export batch. Fixed, and the Unapproved and Unconfirmed screens now show a Line Items row so the printed total matches the Balanced flag.
• Clearer explanation when the GL table is empty. A new insight tells you why, and warns you by name when the captured lines and tax don't add up to the invoice total.

Approvals

• Approval emails are no longer lost. A notification that failed to send was being deleted anyway, so the approver was never told and there was no record it had happened. Failed sends now retry, and permanently undeliverable ones are held and reported.
• View-only approvers can open flagged invoices. Users with view-only access were being kicked to a permission-denied page when opening an invoice flagged as a possible duplicate. Fixed.
• Final Approver column populates. The Final Approver column was blank on the import grid for some accounts.

Vendors

• "Allow vendor to submit invoices" now works. The per-vendor toggle is enforced when a vendor tries to submit, and your nightly vendor sync no longer flips it back on after you turn it off.
• Vendor addresses stop duplicating. Every sync was recreating each vendor's address whether or not anything changed. Addresses now only rewrite on a real change, and address lists show the default address first.

Also Fixed

• Invoices Received error. Filtering by Approved By while sorted by GL code returned an error instead of results.
• Workflow rule edits no longer disappear. Saving a rule while auto-save was mid-flight could discard the change with no error. Add Rule also no longer errors when clicked before the page finishes loading.
• Signing out clears the screen. Navigation and account details could keep showing the previous session's values after logout.
• Editing a location opens the right one. A newly added location could load a different location's details.

System Performance

• Invoice pages open faster. The duplicate invoice number check now runs as a single fast lookup instead of rebuilding a full invoice search, and vendor search indexing no longer runs hours behind.

For Microsoft Dynamics GP Users

• Offline payment sync no longer stalls on GP invoice numbers. Hidden control characters in some GP invoice numbers were causing payments to fail and retry forever. Those characters are now stripped and stuck payments will sync on their own, with no manual replay needed. The same protection was applied to invoice import, receipts, purchase orders and GL codes.