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.
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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 |