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What’s new in Zetadocs Delivery and Zetadocs Capture October 2023 update

What’s new in Zetadocs Delivery and Zetadocs Capture October 2023 update

Automatic purchase order tidy-up

Greg Cole

This article describes the new features and other improvements in the October 2023 update of the Zetadocs Delivery and Zetadocs Capture Extension for Business Central.

Release date, version and availability 

October 12, 2023 (version 3.0.23278) available for download for on-premises Business Central systems and on Microsoft AppSource for Business Central Online systems from the release date.

Changes in this update 

Feature enhancements

Zetadocs Capture’s AP Automation solution has been updated this release with the following improvements.

Tidy-up fully invoiced orders

Zetadocs will now automatically delete fully invoiced purchase orders after creating the matched purchase invoice in Business Central. Zetadocs will also archive orders if Archive Orders is set on the Purchase & Payables Setup in Business Central.

This new feature simplifies the job of tidying up fully invoiced purchase orders by no longer requiring customers to manually run the Delete Invoiced Orders function in Business Central.

Posting warnings

When set to automatically post, Zetadocs will now warn if the purchase invoice Zetadocs will create is going to fail posting. Zetadocs runs the posting preview after you click OK on the Zetadocs Preview screen and display any errors that would cause posting to fail.

You can cancel the warning and rectify the issue on the Preview screen before proceeding or choose to continue so that you can rectify and post the unposted purchase invoice instead.

Updated AP Automation recognition engine

Zetadocs now targets the latest Azure AI Document Intelligence API - version 3.1. This API improves processing of foreign language invoices as well as other performance improvements.

Quality and performance improvements 

This update includes a number of quality and performance improvements, including the following:

Purchase order field not set on purchase invoice after order matching

Resolved an AP automation issue, where the purchase order number field was not being set on the purchase invoice Zetadocs created, causing issues for organizations using that hidden field to filter and track orders.

Amount to Match not set to zero after fully matching invoice to order

Fixed an AP automation issue where the amount to match calculation was incorrect in some rare cases.

No. Series does not exist when processing prepayment invoice

Resolved an AP automation issue, where processing a prepayment invoice would result in error -  ‘The No. Series does not exist. Identification fields and values: Code=’

Zetadocs FactBox does not display documents

Fixed an issue where the Zetadocs Documents FactBox could show no documents when it should be displaying one or more. Hitting refresh on the FactBox would then display the correct documents. This was most likely to occur when moving between Business Central records in quick succession, then selecting other records without giving the time for the FactBox to load the document.

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