Detailed Changelog for Continia Document Capture 2024 R2
This article lists all new features and bug fixes for each version of Continia Document Capture 2024 R2.
Tip
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Important
Currently, Document Capture supports BC v14 and the three latest versions of Business Central. This will change with the release of Document Capture 2025 R1 (26.00) in April 2025. Document Capture 2025 R1 (26.00) and all future versions from then on will only support the three latest versions of Business Central.
This version of Document Capture – Document Capture 2024 R2 (25.00) – is the last version with support for Business Central April 2019 (BC v14).
Document Capture 2024 R2, hotfix 2
Release date, online: November 7, 2024
App version: 25.0.2
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Document and Templates | A formula to sum or subtract other fields would result in a zero value if any of the involved fields had a zero value. | 60997 |
| eDocuments | When handling XML files containing a lot of lines (e.g.: more than 1,000), the Document Viewer FactBox would not display the HTML representation of the file. | 61168 |
| General Application | If the Template Nos. field on the Document Capture Setup page had no value, the related company was skipped during the upgrade process. | 61229 |
Document Capture 2024 R2, hotfix 1
Release date, online: October 30, 2024
App version: 25.0.1
Only released in Business Central online.
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| eDocuments | In some cases, the preview image didn't load on purchase invoices if the original file was an XML. | 60847 |
Document Capture 2024 R2
Release date, online: October 1, 2024
Release date, on-premises: October 21, 2024
App version: 25.0.0
FOB version: 25.00
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Country and Regional | The following applies only to the Spanish localization. If you have configured payment days on the Company Information page for the selected company or vendors, the document journal now calculates the document's due date based on both the vendor’s payment terms and on the configured payment days. If payment days are not configured, the due date is calculated solely based on the vendor’s payment term. For payment days to be considered when evaluating the recognized due date, the Show Default Field Value setting must be enabled on the Document Category card. Additionally, if the Search for Value setting on the template header field Due Date is disabled, the expected due date is calculated and shown based on the document date and on the vendor's payment terms – including the configured payment days. | 53256 |
| Country and Regional | The following applies only to the Czech localization. A new category, ADVLETTER, has been added to handle advance letters, also known as prepayments. For more information, see Advance Letters for the Czech Republic. | 53271 |
| Document and Templates | It is now possible to delete multiple template fields in one go from the template card by marking the fields and selecting the Delete action on the Fields FastTab. | 14724 |
| Document and Templates | On the Document Category card, the importance of Image Resolution on the OCR Processing FastTab was changed from standard to additional. | 19970 |
| Document and Templates | The fields From Email, Recipient Date Time, and Subject have been added to the Split and Merge page. Please note that these fields are hidden by default. | 24413 |
| Document and Templates | The option Use Default from Purchases & Payables Setup has been added to the Posting Date field on the Purchase Documents FastTab in the template. This option respects the Default Posting Date setting on the Purchases & Payables Setup page and sets the posting date in the purchase document header as follows:
| 24566 |
| Document and Templates | Barcodes in the Item References (item cross references) list are now used for translating recognized item numbers in the document line on the document card. | 38783 |
| Document and Templates | Added vendor bank account validation for Australian bank accounts (EFT BSB). | 40793 |
| Document and Templates | A caption suggestion notification feature has been introduced to the document journal. Master PDF templates eligible for caption suggestions now appears in a notification specific to the document category selected in the document journal. The field Caption Suggestions Notification, with the formula data type, has been added to the Document Capture Setup page to specify how often caption suggestion notifications should be shown. For example:
| 40910 |
| Document and Templates | The action Special Prices and Discounts Overview has been added to the Line action group in the Lines section on the Document Card page. This allows you to view the purchase or sales prices and discounts for the selected item line when its recognized price differs from its calculated special price. | 48409 |
| Document and Templates | The message displayed on the Configure Default Account page, when populating the template field Account No., has been simplified. | 48473 |
| Document and Templates | The Category Code setting is no longer visible on template cards because it's not possible to edit the category from these cards. | 48572 |
| Document and Templates | Templates that are no longer in use can now be hidden from the embedded template lookup in the document journal and on the document card by enabling the Blocked setting on the template card. Blocked templates are ignored when Document Capture analyzes the document to determine which template to select. Note that a blocked template still appears in the full lookup page when Select from full list is selected. | 48829 |
| Document and Templates | A new template field, Invoice Discount Amount, has been added to the master template in the Purchase invoice category. If populated during capture, the value is transferred to the standard Business Central field Invoice Discount Amount on the created invoice during registration of the document. | 49611 |
| Document and Templates | If a purchase document from Document Capture and an expense registered in Expense Management have the same Invoice Date (plus/minus 3 days), and identical Currency Codes and Amounts Incl. VAT, Document Capture displays the following warning:
| 53235 |
| Document and Templates | It is now possible to view the expected default values that will be used when registering the Document Capture purchase or sales document. If a value is captured in any of the fields listed below, it is transferred to the purchase or sales document. However, these fields on the registered document may also be populated by data taken from the vendor/customer, responsibility center, purchaser/salesperson code, etc. The expected default value is displayed in brackets next to the field name in the header section for the below fields, both in the document journal and on the document card. Purchase invoice category
Sales category
| 53239 |
| Document and Templates | When selecting the Assisted Template Field Setup Guide in the Document Journal and Document Card, you now have the option to specify the template field type as either header or line, making it easier to create new line template fields. Consequently, the Create new Template Field action and the Template action group in the Document Card Lines subpage have been removed. | 53460 |
| Document and Templates | The event OnBeforeSetRetentionPeriod(ToDate,Handled) has been added to the codeunit CDC Data Maintenance Mgt. This makes it possible to bypass the two-year limit on deletion of document words and document values specified in the Retention Perion (Years) field on the Document Capture Setup page. | 54734 |
| Document and Templates | A new translation has been created with Translate From = * and Translate To = [empty]. The above change has been applied to all localizations for the following master template headers fields: Purchase category
| 57516 |
| Document and Templates | The setting Blank Zero has been hidden from the Template Field Card, as values equal to zero are always blanked in Business Central. Therefore, the setting Blank Zero had no effect. | 57541 |
| Document and Templates | When selecting the Remove Template Field action in the document journal or document card, the confirmation message is now the same as when selecting the action Delete in the Fields section of the template card. | 57573 |
| Document and Templates | When processing sales documents, templates can now utilize AI data in the same way as with purchase documents. This includes line recognition suggestions on the document card and the ability to create a customer based on the document content. | 57744 |
| Document and Templates | The action Change Category has been added to the Document action group in the document journal. This action lets you change the category of open documents, provided that the categories share the same source record table, e.g., vendor or customer. | 58436 |
| Document Approval | Document comments added prior to registration are now available as approval comments on purchase invoices, credit memos, and purchase orders after the document is registered. To activate this feature, enable the Copy Document Comment to Approval Comment setting under Document Capture Setup > Setup > Purchase Approval – along with an active approval flow for the document type. | 21183 |
| Document Approval | A new cross-company dashboard has been introduced in the Continia Web Approval Portal. This feature allows users to view all approval documents from all companies they have access to, including purchase contracts. | 53214 |
| Document Approval | When using advanced approval, documents are routed to a specific approver based on the dimension values and amounts on the document lines. Depending on the approval configuration, the user could, as an example, be allowed to approve the dimensions used on document line 1 (e.g.: Department - Sales), but not the dimensions used on document line 2 (e.g.: Department - Administration). Up until now, it has not been evident what document lines the user was actually approving. With this change, the document lines that can be approved by the current user are marked in bold. The change is available on the Purchase Approval Entries page in Business Central, as well as on the Web Approval Portal. | 53258 |
| Document Approval | Approval flow codes are now supported when using advanced approval workflows. Approval flow codes can be applied to the following document types and corresponding advanced approval workflows:
| 53261 |
| Document Approval | When migrating from Business Central on-premises to Business Central online and utilizing the Web Approval Portal, an invalid configuration could be migrated. This could block the export of users to Continia Online. Now, the web portal configuration is sanitized to make sure that users can be exported to Continia Online. | 54937 |
| Document Approval | The following change only applies to Business Central online. When exporting users, the current Web Approval Portal setup is validated to ensure that it is supported in Business Central online. If the setup if not supported, the following error is shown:
| 54943 |
| Document Approval | Pending purchase contracts approval entries can now be handled on the new cross-company dashboard in the Continia Web Approval Portal. | 58411 |
| General Application | By enabling the Check Item Prices option on the template in the Sales category, the item's recognized unit cost is validated against the price specified on the item card. If any special prices or discounts are configured for the item, the price check is conducted against the relevant special price or special discount. Should the unit cost of the recognized item differs from the special price or unit price 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. | 47648 |
| General Application | To simplify the user interface in the Document Capture Setup, the actions from the Approval Setup action group have been merged into the Setup action group. | 53789 |
| General Application | With Binary Stream MEM installed and the entity dimension value was missing in the Document Journal, the following message was shown in the comment section:
| 54434 |
| General Application | The following template header and line fields have been added to support the integration between Continia Document Capture and Continia Sustainability:
| 54621 |
| General Application | When using the standard Business Central functionality Merge Duplicate Records, any Document Capture documents associated with the vendors or customers being merged are also included in the merging process. Note that moving Document Capture documents is only supported in Business Central 2024 release wave 1 (BC v24.00 and newer). | 54671 |
| General Application | Added identification rules to the XRECHNUNG-ID XML identification template to support XRechnung version 2.3 and 3.0. | 56585 |
| General Application | When selecting Account Type (G/L account or item) and Account No. in the document header – or selecting Translation to Type and Translation to No. in document lines in the document journal –, the following Continia Sustainability fields are populated with values found either in the G/L account card or item card:
| 57429 |
| General Application | Lookup and validation have been implemented for the following header and line template fields to support the integration between Continia Document Capture and Continia Sustainability:
| 57431 |
| General Application | When Continia Sustainability is activated, the following template header and line fields are created in the purchase master templates of the Purchase category in Document Capture:
| 57455 |
| General Application | If the following Continia Sustainability template fields are populated in the document journal, their values are stored either in Account for Amounts (for header fields) or in Line Translations (for line fields):
For more information, see Continia Sustainability and Document Capture. | 57532 |
| General Application | When using a G/L account or an item in Accounts for Amounts, all related fields from Continia Sustainability are automatically added. The same goes for line translations. When recognizing lines in a Document Capture document – and the recognized lines translate to a G/L account or item –, the default values from Continia Sustainability are automatically added to the related template fields. | 58611 |
| General Application | To align with standard Business Central, the page Document Capture Assisted Setup Guide has been renamed to Set Up Document Capture. | 58705 |
| Order & Receipt Matching | The Order Matching page is introduced to the purchase order category, and can be used when updating existing documents. Matching purchase order lines are highlighted, making it easier to see which lines will be updated. | 53257 |
| Platform and Technology | With the release of Document Capture 2024 R2 (25.00), support is provided for the following versions (BC v14 and the three latest versions of Business Central):
| 54586 |
| Platform and Technology | Events have been added to the solution. | 59844 |
| Platform and Technology | The Continia Web Approval Portal has been updated to version 25.0.1. | 59846 |
| Purchase Contracts | The field Configure Purchase Contract as the Default Account has been added to the Create Purchase Contract page when creating a purchase contract from the document journal or document card. Enabling this field sets the newly created purchase contract as the default account on the document's template. | 56212 |
| Purchase Contracts | The review process for purchase contracts has been completely refactored into an approval process and aligned with the approval flow for other document types. After upgrading to Document Capture 2024 R2 (25.00), the status of all existing purchase contracts that have already been reviewed will be set to Released (approval status), while all others will be set to Approval Needed and must go through the approval process.. Please refer to the article Purchase Contract Approvals for a description of the functionality. | 56986 |
| Purchase Contracts | A new action, Match To Purchase Contract, has been added to both the document journal and the document card. Selecting this action opens the Purchase Contract Selection page, which displays all of a vendor's purchase contract lines, allowing you to link the document to the related purchase contract and its lines. | 56993 |
| Purchase Documents | When selecting the Find Entries action from a purchase allocation, the related Document Capture document is now included in the search result. Previously, the search results only included the related G/L entries. | 14633 |
| Purchase Documents | The option Use same setting as Send for approval has been added to the Amount Validation on Post field on the Document Capture Setup page. If selected, the level of amount validation conducted when posting is determined by the value chosen in the template's Amount Validation option field on the Purchase Documents FastTab. | 46397 |
| Purchase Documents | When the registration of a Document Capture document updates an existing purchase order or purchase return order, the purchase document is automatically archived prior to the update. This automatic archiving happens when:
| 47254 |
| Purchase Documents | Previously, it was possible from a general journal or purchase journal to delete attachments associated to a posted ledger entry having the same document number as the unposted journal entry. Now, it is only possible in the journals to view the attachments that are related to the posted entries. In addition to the above change, the attachments added to an unposted general or purchase journal with the same document number as the posted entry are viewable from the general ledger entries but can't be deleted. | 54349 |
| Purchase Documents | With the introduction of allocation accounts in Business Central, postings from documents and journals can be split across different G/L accounts and dimensions. When recognizing lines, Document Capture now supports the registration of documents with the account type Allocation Accounts in Accounts for Amounts, Translate to Type, and Translate To No. Currently, only allocation accounts with the account type set to Fixed are supported. When registering a document, the purchase lines of type Allocation Account are automatically expanded to the underlying account types using the standard function Generate Lines From Allocation Account Line – which is available on the standard purchase document pages. Note that the validation of the total amount incl. VAT/GST is not carried out when allocation accounts are in use. This is due to Business Central not calculating the VAT/GST amount on documents containing lines with allocation accounts. | 54844 |
| eDocuments | Added a job queue entry, eDocuments metadata update, which is scheduled to run once a day at a random time between 06:00PM and 05:00AM. This job queue is used for updating participations and networks metadata. Two new fields have been added to the Continia eDocuments Setup page:
| 51250 |
| eDocuments | Added a job queue entry, eDocuments document update, which is scheduled to run every 30 minutes. This job queue is used for updating document statuses, download new documents and receipts. Two new fields have been added to the Continia eDocuments Setup page:
| 51251 |
| eDocuments | To better associate an eDocument with its related business document, the Source Document column has been added to the eDocument Requiring Attention page, displaying the related business document. Additionally, the Business Record ID column has been added to both the eOrder Document and eBilling Outgoing Document Card pages. | 54507 |
| eDocuments | The XML structure for XRechnung 3.0 has been added for both sales and purchase invoices and credit memos. | 54785 |
| eDocuments | The following changes have been made when sending Peppol and OIOUBL sales invoices and credit memos:
| 54789 |
| eDocuments | Introducing two new fields:
| 54901 |
| eDocuments | A new field has been added to the Continia eDocuments Customer Setup page to enable automatic sending of eDocuments for the customer:
| 55079 |
| eDocuments | To ensure better navigation between eDocuments pages following adjustments were made:
You can select the value of Business Record to open the related business document, if it's available.
| 55317 |
| eDocuments | Added the action Open XML File to the following pages:
| 55318 |
| eDocuments | The possibility to view customers and vendors eDocuments receiving capabilities in the network is added to Continia eDocuments:
The error messages shown when attempting to send eDocuments and failing due to the receiver's eDocuments receiving capabilities have been updated:
| 55724 |
| eDocuments | For better traceability across eOrder and eBilling documents within the same eCase (an electronic case that groups related documents together for processing), the following fields are now being transferred:
| 56618 |
| eDocuments | eDocuments is now an integral part of Document Capture, rather than a feature package. This means that eDocuments is fully embedded, and activation of the feature is no longer needed, as the functionality is available with the Essentials module. | 56641 |
| eDocuments | The field Alternative Electronic Format has been introduced on the eDocuments Electronic Formats page. This field allows you to set an alternative electronic format code to support different document types. For example, you can now send EHF Orders and Peppol Invoices, or Peppol Orders and XRechnung Invoices. | 56733 |
| eDocuments | The field Order Line No. was added to the eBilling Lines. The field has been added with default visible false. Order Line No. is a requirement when sending eDocuments to a Dutch customer. | 58109 |
| eDocuments | The Set Up eDocument assisted guide has been made searchable. The guide helps users migrating templates created for use with Continia XML Import to templates that can be used with Continia eDocuments. | 59006 |
Bug fixes
All relevant bug fixes released in service packs and hotfixes up to Service Pack 2, hotfix 1, for Document Capture 2024 R1 (24.00) are also included in Document Capture 2024 R2 (25.00). The description of these bug fixes is not repeated on this page.
| Functional area | Description | ID |
|---|---|---|
| Document and Templates | In the document journal, the default setting of the comment No Account has been configured for Amount Excl. VAT (applicable to Amount Excl. VAT 2, 3, and 4) has been changed from a warning to an error. | 48187 |
| Document and Templates | The field Identified By in the document journal now shows all search texts used for identifying the vendor. Previously, the Search Text field was not populating all relevant search texts. | 50332 |
| Document and Templates | The OCR Language field on the Document Category card is now hidden if Use Cloud OCR is enabled in the Document Capture Setup. | 53275 |
| Document and Templates | It is now possible to use the formulas TODAY and WORKDATE in the Formula field on the template field card. In combination with the Calculate Date field, this allows template date fields to be configured to use today's date or the work date, adjusted by a positive or negative date value. | 55821 |
| Document and Templates | Previously, deleting a captured line in the document card caused the add-in and the document lines to become out of sync in the web client. This issue has now been resolved, and both remain in sync. | 57574 |
| Document and Templates | The heading Advanced Recognition Settings on the template field card is now only visible when selecting Show More Fields. | 58100 |
| Document Approval | The Approval Sharing page has been renamed to Approval Sharing (DC) to distinguish the Document Capture page from the Expense Management page. | 57716 |
| General Application | On the Document Capture Setup page, when disabling Use Cloud OCR and using the Continia file service, users received the following error message:
| 55882 |
| General Application | The Document Sharing page has been renamed to Assigning Sharing. Additionally, the following translation changes have been made to the Continia User Setup page:
| 56940 |
| Purchase Contracts | The following fields have been removed from the Purchase Contract card:
| 52034 |
| Purchase Documents | If the Secure Archive is enabled, the document control log displays the following warning on the Posted Purchase Invoice and Posted Purchase Credit Memo pages when a document attachment was deleted:
| 53646 |
| Purchase Documents | The Document Viewer and Documents FactBoxes are now visible on the General Ledger Entries page. | 58385 |
| Purchase Documents | The following error no longer occurs when more than one drag-and-drop category is in use, and you attempt to open a purchase order:
| 58808 |
| eDocuments | When sending a posted sales invoice or purchase order with varying VAT percentages on different lines (e.g., 25% and 10%) through the Continia Delivery Network, the following error occurred:
| 56200 |
| eDocuments | A typo in the tooltip for the Metadata Update Job Status field on the Continia eDocuments Setup page has been corrected. | 56621 |
| eDocuments | The following UI changes have been applied in eDocuments:
| 57957 |