With this release, we are expanding the configuration options for invoice recognition with edoc document reader: We are now making the Verify purchase order number option available for edoc document reader as well, thereby improving the classification of invoices as either invoice with order reference or invoice without order reference. In addition, you can now clearly see in the settings which options are available for each invoice reader.
We have also fixed a few bugs.
New functions and enhancements
ID 19656: Support "Verify purchase order number" under "Invoice Reader (edoc)" in edoc document reader
The Verify purchase order number option under Invoice Reader (edoc) is now supported in edoc document reader. This option was previously available only in conjunction with edoc document reader (Legacy).
With this option, invoices are recognized more reliably as invoices with order reference (Invoice with order reference) or invoices without order reference (Invoice without order reference), thereby reducing the manual verification effort caused by incorrect recognition.
If you activate Verify purchase order number, recognized purchase order numbers are compared with the order numbers in the database. An invoice is recognized as an invoice with order reference only if the purchase order number is present in the master data.
If you deactivate Verify purchase order number, recognized purchase order numbers are transferred to the capture form without being compared to the master data.
ID 19122: Clearly distinguish between configuration options for edoc document reader and edoc document reader (Legacy)
Under Settings > Invoice Reader (edoc), you can now see at a glance which configuration options are available for edoc document reader and which are available for edoc document reader (Legacy).
The configuration options for your company under Settings > Invoice Reader (edoc) are available if you have selected the component edoc document reader invoice under Settings > Server settings in the Interfaces section under Invoice Reader.
Bug fixes and improvements
high ID 19633: Settings in schemas are periodically overwritten
Your manual changes to schema settings in edoc documents, such as changes to webhooks, are now preserved. Schemas are now created only once with the default values. If a schema already exists, it will no longer be overwritten.
high ID 19254: When completing a workflow, address information from the wrong vendor is entered
Effective immediately, only correct address data belonging to the current company will be included in workflow completion and transactional data exports.
high ID 19769: Workflows for invoices with order reference are not initiated
Workflows for invoices with order reference are now initiated again, so that the invoices are displayed correctly in the Workplace.
Normal ID 19642: Design errors occur in the settings under "Invoice Reader (edoc)" and under "Subject suggestions"
In the settings under Invoice Reader (edoc) and Subject suggestions, the input fields and checkboxes are now displayed correctly again when a tooltip is present.
Normal ID 19636: Support OData V3 for master data import
You can now import master data via REST API connections that use the OData V3 format. OData V3 responses (JSON Light format) are now explicitly recognized, and the data structure is processed correctly.
Normal ID 19555: Tax rates, net amounts, and gross amounts are not checked for invalid values
In the invoice capture form in edoc invoice and when uploading a document in edoc documents, your entries for tax rates, tax amounts, net amounts, and gross amounts are now automatically validated. If your entries are invalid, you will receive an error message. The following rules apply:
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Only numbers are allowed in the fields.
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Negative tax rates are not permitted.
Normal ID 19538: Tax rates are lost when opening and saving the capture form, and the total net value is overwritten
When you open or edit an invoice with multiple tax rates, the tax rates (VAT in percent) in Amounts [2] through Amounts [4] are now retained, even if the corresponding net amount is still blank.
In addition, the value in the Net total field will now be recalculated only after you have manually entered all net amounts.
Tax rates that have already been imported are retained and can be further updated in the capture form.
Normal ID 19536: "Net total" is sometimes displayed with too many decimal places
The correct value is now displayed again in the currency format for Net total.
Normal ID 19365: Tasks are not being forwarded correctly due to an invalid task ID in the URL
When you open an invoice using the URL, the task ID in the URL is now automatically validated. If the task ID is invalid, you will receive an error message.
This validation enhances protection against potential security risks caused by modified URL parameters. In addition, it prevents errors when forwarding, editing, or completing a task, and ensures that the task list in Workplace is updated correctly after a task is edited.
Normal ID 19193: Net amounts are entered in the wrong field ("Amounts [2]" instead of "Amounts [1]") and calculated incorrectly
The fields labeled Amounts [1] through Amounts [4] are now filled in completely and correctly with the amounts. In addition, the net amount recognized by the Invoice Reader is now carried over directly instead of being recalculated, thereby preventing rounding errors.
Normal ID 18006: The document view of XML invoices is not centered at certain zoom levels
The document view of XML invoices is now correctly centered even at browser zoom levels of 90% and 67%.
Normal ID 18920: Filter settings and selected columns are sometimes reset automatically in edoc workplace
If you configure settings in edoc workplace, for example, for selected columns in the tabular task overview, your settings will be applied the next time you open the view and will no longer be automatically reset to the default settings.