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What’s new in Zetadocs Delivery and Zetadocs Capture July 2022 update

AP Automation improvements

Greg Cole

This article describes the new features and other improvements in the July 2022 update of the Zetadocs Delivery and Zetadocs Capture Extension for Business Central.

Release date, version and availability 

July 7, 2022 (version 3.0.22186) available for download for on-premises Business Central systems from the release date, and on Microsoft AppSource for Business Central Online systems within ten working days of this release date.

Changes in this update 

Feature enhancements

Order matching

Zetadocs Capture’s ready to go AP Automation solution has been enhanced with an automatic purchase order matching feature to simplify the processing of PO based vendor invoices and save you more time.

Zetadocs automatically matches order lines to invoice lines then updates the purchase invoice created with the matched order number for reference. Per queue and per vendor options are available to automatically receive the order lines and to post the purchase invoice once fully matched.

The feature has been updated this month to use the invoice line-item description when the vendor has not supplied item product codes. This change now remembers multiple GL accounts per vendor improves how Zetadocs treats comment lines. Unit costs are also now calculated when the value can be deduced from line information.

Document Queue SDK enhancements

A new Zetadocs SDK event has been introduced so that you can extend the logic Zetadocs AP Automation uses when creating Purchase Invoices e.g. setting line dimensions or other invoice fields based on the shipping address.

The Zetadocs SDK has also been updated with so that you can write additional business logic based on the number of items remaining in the Zetadocs Document Queues.

Quality and performance improvements 

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

Sending fails when archiving not enabled

Resolved error “Zetadocs could not contact SharePoint. Archiving mechanism is not recognised. Please review your Zetadocs General Settings” when trying to send and archiving is not enabled.

This issue was corrected on July 4, 2022 (version 3.0.22182)

FactBox search error displayed

Resolved error “Zetadocs could not search for the documents. An unexpected error happened: DB:ReadOnlySession You do not have the following permissions on TableData Zetadocs Activity Log….” when Zetadocs activity logging is not set to error.

This issue was corrected on June 20, 2022 (version 3.0.22167).

Unable to import configuration file

Resolved error “Zetadocs was unable to import the configuration. An unexpected error occured. The imported XML could not be validated with schema: The 'Archive Document' attribute is not declared. …” when importing a Zetadocs configuration file created with an extension older than version 3.0.21130.

Auto linking attempts to link documents from all queues

Zetadocs now only links documents in the open Document queue. Running auto linking from a Job Queue task will still try for all queues.

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