Sage Paperless Construction Help

Bug 38210 | APFlow™

Fixed issue with copying a vault so user permissions now update to correctly reflect the new vault settings.

Bug 42935 | APFlow™

Fixed issue in the Match Receipts wizard. The document search state is now maintained while still in the wizard, so the user's search criteria are retained.

Bug 45390 | APFlow™

Fixed issue where the refresh indicator in queue lists was not clearing its item update list when new data was retrieved.

Bug 52646 | APFlow™

Fixed issue by adjusting the tab logic to make entry easier and more predictable.

Bug 52663 | APFlow™

Fixed issue where the APFlow Routing Rule create wizard was showing the last create page when opened a second time.

Bug 52815 | APFlow™

Fixed issue where Reviewer Scheduled Report information was not being deleted after removing Reviewer rights from a user.

Bug 52923 | APFlow™

Fixed issue where Do Not Pay notes were being labeled as Approve Notes in the Invoice Entry > Invoice Notes section.

Bug 52942 | APFlow™

Fixed issue in Allocations editing where changing vaults would cause a page crash.

Bug 53030 | APFlow™

Fixed issue where the line type list was not available when configuring routing or validation rules.

Bug 53166 | APFlow™

Fixed issue with Payment Manager displaying the invoice total in the sidebar instead of the actual amount paid on the invoice.

Bug 53212 | APFlow™

Fixed issue where overridden display names for header fields were not reflected in the Approve Invoices dialog.

Bug 53574 | APFlow™

Fixed issue so Invoice Entry fields no longer grab focus while the user is typing in another field outside the Invoice Entry pane.

Bug 53658 | APFlow™

Fixed issue so that Advanced Search options now remember their open or closed state for each user and vault. The user's preference is saved automatically and restored the next time they return to Document Search.

Bug 53862 | APFlow™

Fixed issue so that Allocations now require a description before they can be saved.

Bug 54027 | APFlow™

Fixed issue in the Retrieve > Queue workflow where, after a document was indexed, a random document in the list was selected instead of the next document in the queue.

Bug 41924 | ClearToPay™

Fixed issue with the cursor being placed in random locations when adding placeholders to Email Templates and Waiver Forms while using Firefox.

Bug 47637 | ClearToPay™

Fixed issue with extra spaces being added to placeholders in Email Templates and Waiver Forms.

Bug 48352 | ClearToPay™

Fixed issue where Company, Job and Vendor Configuration Issues reports were not filtering correctly based on the selected parameters.

Bug 49947 | ClearToPay™

Fixed issue with importing contacts at the company level on the Address Book > Active Companies > Company Details page.

Bug 50892 | ClearToPay™

Fixed issue with email template @ placeholder options redisplaying after selecting one from the list, then pressing Shift, Caps Lock, Ctrl or Alt keys.

Bug 52945 | ClearToPay™

Fixed issue where the Company Configuration Issues report returned a blank page.

Bug 53022 | ClearToPay™

Fixed issue where users were unable to receive their scheduled Vendor Activity report.

Bug 53850 | ClearToPay™

Fixed issue where invoices were not filtered by job number when searching for invoices to add to a lien waiver.

Bug 54004 | ClearToPay™

Fixed issue with inconsistent lien waiver document formatting between waivers viewed in the portal and waivers sent as PDF attachments from ClearToPay.

Bug 54105 | ClearToPay™

Fixed issue where generating a lien waiver from a job and adding invoices from the lookup did not properly calculate the invoice totals.

Bug 54109 | ClearToPay™

Fixed issue so that invoices are cleared when deleting a waiver.

Bug 54312 | ClearToPay™

Fixed issue with type conversion errors when loading Suggested Matches from the Document Match sidebar.

Bug 53916 | Credit Card Importer

Fixed issue that caused users to receive a generic error message (instead of a descriptive message pointing to specific lines and columns) when there was an issue importing CSV files via a template within Credit Card Importer.

Bug 51120 | DocRoute™

Fixed issue where the Reply Route modal was displaying duplicates of the same users under specific circumstances.

Bug 53142 | DocRoute™

Fixed issue where clicking the Favorite icon in DocRoute did not change the Star icon.

Bug 53145 | DocRoute™

Fixed issue where the Select All button in the DocRoute queue was not working.

Bug 53820 | DocRoute™

Fixed issue in DocRoute by no longer forcing a refresh when selecting all New items, so newly created route items stay visible.

Bug 48770 | Email Importer

Fixed issue with Office 365 Email Importer not processing emails containing unknown file types when configured to import only specific file types.

Bug 50515 | Sage Paperless Construction

Fixed issue where Split On and Page Selection dropdowns were too close together on the Document Splitter when in light theme.

Bug 53076 | Sage Paperless Construction

Fixed issue where pressing the configured help hotkey (F1 by default) inside the application did not launch help.

Bug 53265 | Sage Paperless Construction

Fixed issue where the Split Document icon was not displaying in the correct theme-associated color.

Bug 53562 | Sage Paperless Construction

Fixed issue where deleted documents would still show in recent history.

Bug 53805 | Sage Paperless Construction

Fixed issue where users would receive an error when trying to configure APFlow Routing or Validation Rules before a vault had been bridged. Users are still unable to configure rules before bridging, but a more graceful message is now presented.

Bug 54009 | Sage Paperless Construction

Fixed issue so that the Add Recipients modal now shows the full user avatar.

Bug 54260 | Sage Paperless Construction

Fixed issue that caused slow performance during accounting data synchronization.

Bug 52509 | Paperless OCR™

Fixed issue with OCR configuration not allowing the same captured value to be mapped to multiple invoice fields.

Bug 51124 | Reports

Fixed issue to improve traceability in Matched Receipts reports by adding the Cardholder Name and Number.

Bug 54357 | Reports

Added invoice descriptions to the AP Invoice Drilldown report.

Bug 52911 | Sage 100 Contractor

Fixed issue with syncing the AR Check List when no check number was assigned to the receipt.

Bug 52950 | Sage 100 Contractor

Fixed issue where the vendor list included inactive vendors in Invoice Entry.

Bug 51724 | Sage 300 CRE

Fixed issue with a vendor's default tax group not populating on the invoice line.

Bug 52406 | Sage 300 CRE

Fixed issue with wording in various compliance messages.

Bug 52446 | Sage 300 CRE

Fixed issue with miscellaneous compliance warnings not displaying when compliance was required only at the job level.

Bug 52712 | Sage 300 CRE

Fixed issue with job warning not firing for purchase order and subcontract lines.

Bug 53338 | Sage 300 CRE

Fixed issue where the 1099 Exempt field would not display as checked on the entry screen after it was previously selected.

Bug 54245 | Sage 300 CRE

Fixed issue with performance while syncing the Vendor Compliance List due to unnecessary records being included.

Bug 49897 | Search

Fixed issue where the Previous Values lookup did not allow selection when configuring search criteria in an unbridged vault.

Bug 52328 | Search

Fixed issue where the Vault Settings > Security Groups > Index Security page added text artifacts to the page URL when saving.

Bug 42836 | Viewer

Fixed issue where the scrollbar in the PDF Viewer was clipping through the text search popup.

Bug 53816 | Viewer

Fixed issue to make icon selection colors within certain themes more readable.

Bug 42786 | APFlow™

Fixed issue where transferring coding from a matched receipt to an invoice line during invoice entry did not always update field descriptions.

Bug 51610 | APFlow™

Fixed issue where a dropdown would automatically open when returning to a page using Alt+Tab, potentially blocking the file drop target needed to drop a document into the queue.

Bug 51691 | APFlow™

Fixed issue where applying an allocation using the Clear previous lines and add the new allocated lines option when previous lines existed on the invoice would sometimes result in invoice description values not appearing under their respective fields.

Bug 52329 | APFlow™

Fixed issue where custom field values configured to an allocation would not carry over when applying that allocation to an invoice.

Bug 52491 | APFlow™

Fixed issue where the wrong document would open in the document pop-out in Invoice Entry due to a local storage cached document ID overwriting the URL ID.

Bug 52640 | APFlow™

Fixed issue with inconsistent maximum character lengths across Invoice Entry fields.

Bug 52907 | APFlow™

Fixed issue where custom field values configured on an allocation in APFlow™ Settings would not carry over when applying an allocation to an invoice with preexisting lines.

Bug 52909 | APFlow™

Fixed issue where users would occasionally receive an error when modifying custom field values on an allocation configuration.

Bug 53164 | APFlow™

Fixed issue where field lookups stopped functioning when configuring an allocation if the previously selected value created a prompt.

Bug 53184 | APFlow™

Fixed issue where the Find Matching Receipts dialog did not display at full size when searching for receipts.

Bug 53750 | APFlow™

Fixed issue where splitting lines to uneven amounts would result in units and unit cost not calculating correctly on job lines.

Bug 52966 | ClearToPay™

Fixed issue with reports displaying a Data cannot be retrieved error.

Bug 53052 | ClearToPay™

Fixed issue with insurance queue Approve button functionality to allow users to select associated policies and complete the attachment process when processing insurance documents.

Bug 53189 | ClearToPay™

Fixed issue that made lien waiver form template text difficult to read when using dark theme.

Bug 53239 | ClearToPay™

Fixed issue where deleting a lien waiver caused the compliance check to run and cleared out any associated compliance errors related to the deleted waiver record(s).

Bug 53461 | ClearToPay™

Fixed issue where importing vendors from the bridged accounting system caused phone numbers to display with incorrect formatting.

Bug 53511 | ClearToPay™

Fixed issue where the Job field did not populate automatically when adding a commitment to a job.

Bug 53524 | ClearToPay™

Fixed issue where users received an error when adding the same commitment number and type to a job if the commitment number and type already existed within the company.

Bug 53703 | ClearToPay™

Fixed issue so that compliance checks on required insurance policy endorsements provide all possible errors up front and do not vary based on Included status.

Bug 51307 | Credit Card Importer

Fixed issue that prevented a collapsed invoice queue from being expanded again on the In Progress Invoices and Imported Invoices tabs in Credit Card Importer.

Bug 52954 | Credit Card Importer

Fixed issue where header lookups dependent on another value (like Job and Phase) would not always show the correct data within Credit Card Importer unassigned page.

Bug 50516 | Sage Paperless Construction

Fixed issue where notes added to documents did not carry over to the newly created documents after the document was split.

Bug 52656 | Sage Paperless Construction

Fixed issue so that empty document categories no longer display in the Document Types dropdown when creating an Attach Document task in APFlow™ Settings > Tasks.

Bug 52659 | Sage Paperless Construction

Fixed issue where an error displayed when attempting to search for index types on the Index Types tab within the Global Settings > Documents > Document Types configuration page.

Bug 52714 | Sage Paperless Construction

Fixed issue where Invoice Entry > Add Vendor did not sync all necessary bridge lists after adding a new vendor and routing an invoice with that vendor.

Bug 52981 | Sage Paperless Construction

Fixed issue where users were unable to copy a vault even though the source and target vaults were bridged to the same accounting system.

Bug 53825 | Sage Paperless Construction

Fixed issue where ClearToPay™ document types were available for import even when the ClearToPay™ module was not licensed.

Bug 53031 | Sage 300 CRE

Fixed issue where the list of invoices paid by a check was not loading in Payment Manager.

Bug 53250 | Sage 300 CRE

Fixed issue where applying an allocation to an invoice caused the detail fields to not properly sync changes without reloading the line.

Bug 40204 | Viewer

Fixed issue in Document Search by adding View and Select All/Select All on Current Page options in the header select dropdown.

Bug 52532 | Viewer

Fixed issue where the PDF viewer's zoom ratio was not saved despite the Remember Zoom Ratio check box being selected in User Settings > Viewer.

Bug 52054 | APFlow™

Fixed issue where custom field date values were off by one day between the line detail section and the invoice line grid.

Feature 52174 | ClearToPay™

Added the ability for Accounting Vendor Number and Accounting Customer Number to populate by reimporting the vendor or customer.

Bug 52190 | ClearToPay™

Fixed issue where the Date Received index type was not populated after approving a lien waiver that was uploaded or electronically signed via the portal.

Bug 52229 | ClearToPay™

Fixed issue so that external Portal accounts can no longer be created with an email address already tied to a full system user.

Bug 51692 | Credit Card Importer

Fixed issue where secondary vendor overrides would not transfer from unassigned to already existing in progress invoices.

Bug 51656 | Paperless OCR™

Fixed issue with deleted lines not being removed during line-level OCR refresh while actively viewing an invoice.

Bug 40100 | Sage Paperless Construction

Fixed issue where uploading one or more large documents into a queue produced an error. The maximum file size has been increased to 128 MB.

Bug 52508 | Sage 100 Contractor

Fixed issue where PO lines required a phase even though no phases were defined for the job.

Bug 52668 | Sage 100 Contractor

Fixed issue with sync errors caused by primary key conflicts.

Bug 51211 | Sage 300 CRE

Fixed issue with the Job Reviewer list not syncing when the Project Manager field has been relabeled on the Job screen in Sage 300 CRE.

Bug 51861 | Sage 300 CRE

Fixed issue where the Project Manager value was not defaulting from Sage 300 CRE during invoice entry.

Bug 52519 | Sage 300 CRE

Fixed issue with memory usage when syncing bridge lists via the Server Agent.

Bug 52710 | Sage 300 CRE

Fixed issue with closed job warning not firing for completed cost codes.

Bug 52715 | Sage 300 CRE

Fixed issue with the Server Agent erroring when processing a large volume of new records for a list.

Bug 50891 | Search

Fixed issue where the Advanced Search Options section would collapse and reset when returning to the Criteria tab after performing a document search.

Bug 51129 | APFlow™

Fixed issue where line defaulting was not occurring when adding lines via apply allocations.

Bug 51719 | APFlow™

Fixed issue where editing an allocation was requiring system administrator roles to open the edit pages.

Bug 51867 | APFlow™

Fixed issue with generating invoice attachments with duplicate IDs for clients migrated from the desktop version.

Bug 51938| APFlow™

Fixed issue where defaulting would not always run and fill out additional values when matching receipts and transferring the coding information from the receipt to the invoice.

Bug 52109 | ClearToPay™

Fixed issue that corrected the redirect logic behind the action buttons on the portal dashboard controls to redirect to the relevant job and compliance tab.

Bug 52151 | ClearToPay™

Fixed issue that prevented invoices from appearing when searching for invoices in the Accounting System for Lien Waiver invoices.

Bug 52485 | Credit Card Importer

Fixed issue where Net Pay (No Retainage) value would not always transfer to APFlow when exporting an invoice from Credit Card Importer into APFlow.

Bug 51486 | Indexer

Fixed issue with slow performance when indexing multiple documents.

Bug 42487 | Sage Paperless Construction

Fixed issue where the Queue Documents Search for Add/Transfer Pages in Viewer was not filtering Queue documents.

Bug 52173 | Sage 100 Contractor

Fixed issue where defaulting would sometimes override descriptions when importing into Credit Card Importer and running defaulting.

Bug 52418 | Sage 100 Contractor

Fixed issue with Server Agent export errors not being handled correctly.

Bug 51865 | Sage 300 CRE

Fixed issue so that the Vendor History dialog in Invoice Entry includes more columns in the Invoice Lines section for Sage 300 CRE integrations.

Bug 52226 | Sage 300 CRE

Fixed issue with GL account validation when the Breakout GL Advance setting is enabled.

Bug 52236 | Sage 300 CRE

Fixed issue with GL period checks when Break Out GL advanced settings are enabled.

Bug 52237 | Sage 300 CRE

Fixed issue with an error preventing Category on the invoice from being cleared.

Bug 52245 | Sage 300 CRE

Fixed issue where Cost Code lookup was not filter by Job Extra.

Bug 51696 | Sage 300 CRE

Fixed issue with the Tax Group configured on the Subcontract not defaulting to the invoice.

Bug 51865 | Sage 300 CRE

Fixed issue in the Vendor History modal for Sage 300 invoice entry to include more columns in the Invoice Lines section.

Bug 50438 | APFlow™

Added sorting functionality for the lines grids in Invoice Entry, Approve Invoices and Credit Card Importer.

Bug 51125 | APFlow™

Fixed issue so that applying percent-based allocations now uses the unallocated amount instead of the invoice total to calculate the line amount to apply. This change allows users to continuously apply allocations that add up to the invoice total, instead of putting the invoice over the total amount.

Bug 51720 | APFlow™

Fixed issue with an error opening the Ready to Export queue when there are no invoices in the queue.

Bug 52147 | APFlow™

Fixed issue with users not able to view certain documents they should have had access to when certain index level security rules were configured.

Bug 52052 | ClearToPay™

Fixed issue causing HTML documents to not correctly convert to PDF format when creating Lien Waiver documents.

Bug 52053 | ClearToPay™

Fixed issue causing HTML documents to not correctly convert to PDF format when creating Lien Waiver documents during the electronic signature process.

Bug 51201 | Credit Card Importer

Fixed issue with occasionally displaying incorrect signage on debit/credit summary information within the Credit Card Importer Unassigned page.

Bug 52134 | Credit Card Importer

Fixed issue where importing transactions that contain @ symbols would sometimes fail to import into APFlow™ from Credit Card Importer.

Bug 41613 | Sage Paperless Construction

Fixed issue where Status column filter for data grids was disabling Filter button when it was not meant to be disabled.

Bug 51878 | Sage 100 Contractor

Fixed issue where sales tax district did not appear in Job lookup.

Bug 51210 | Sage 300 CRE

Fixed issue with PJMSubmittalList erroring during sync when the Submittal Number contained non-numeric characters.

Bug 37149 | Viewer

Fixed issue where signature functionality was not usable in certain instances of document Viewer.

Bug 42138 | Viewer

Fixed issue where initials saved in the Viewer could not be placed multiple times in the same document.

Bug 51806 | Viewer

Fixed issue where certain text in the Viewer toolbar was unreadable in light theme.

Feature | Introducing ClearToPay™

Integrated, simplified, automated compliance tracking.

ClearToPay™ (CTP) ties subcontractor compliance directly to payment release—so you can stop risky payments before they go out the door. For more detailed information, see our ClearToPay™ Overview help content.

Bug 38487 | APFlow™

Fixed issue in Bank Account Permissions grid where the Column Settings menu option incorrectly removed columns when sorting.

Bug 43656 | APFlow™

Fixed issue in Invoice Entry where some queues were not retrieving any results after the first page when scrolling.

Bug 50071| APFlow™

Fixed issue in APFlow™ Settings > Tasks where Attach Document tasks with date type index settings were not loading the correct date.

Bug 50072 | APFlow™

Fixed issue where the Close button on the Add Index Fields dialog was not capitalized.

Bug 50073 | APFlow™

Fixed issue where the Back and Done navigation buttons on the Find Receipts dialog were not properly styled and spaced.

Bug 50712 | APFlow™

Fixed issue where users were unable to remove reviewer or supervisor permissions for a user who had both reviewer and supervisor rights and was also tied to routing rules, route templates or approval limit rules.

Bug 50985 | APFlow™

Fixed issue that caused text to be cut off on the Subtotals dialog.

Bug 51123 | APFlow™

Fixed issue where a document containing OCR data could not be processed as an invoice after the document was moved to a different vault.

Bug 50706 | ClearToPay™

Fixed issue with Accounting System synchronization to prevent overwriting the Job, Name and Address details across all jobs.

Bug 51648 | ClearToPay™

Fixed issue with the behavior of the View Job link on the My Paperless dashboard for external ClearToPay™ Portal users.

Bug 44190 | Credit Card Importer

Fixed issue where invoice field descriptions do not carry over to invoices imported into APFlow™.

Bug 51489 | Credit Card Importer

Fixed issue where Credit Card Importer displayed an error when uploading large files. CCI now detects unusually long processing times and displays an informative message instead of the error. Users can safely leave the page while the import continues in the background.

Bug 47422 | DocRoute™

Fixed issue in DocRoute where the Reply Route dialog did not display users from outside the current sequence for selection.

Bug 50922 | Email Importer

Fixed issue where Linked Accounts were not authenticating for Sage Paperless Construction.

Bug 50059 | Indexer

Fixed issue with changing indexes on a document not removing prior backfilled data.

Bug 36664 | Paperless OCR™

Fixed issue with OCR errors when a captured value exceeded the maximum length of the invoice field.

Bug 43654 | Paperless OCR™

Fixed issue where normal OCR Queues in Vault Settings were showing the Default Processor field when not applicable.

Bug 50514 | Paperless OCR™

Fixed issue in the OCR Workflow screen where mapping to an unbridged vault triggered an error.

Bug 50341 | Payment Manager

Fixed issue where the buttons on the top bar of Payment Manager did not have enough space between them.

Bug 39031 | Sage Paperless Construction

Fixed issue with search results when using rules combined with group-level rules.

Bug 31797 | Sage Paperless Construction

Fixed issue on Login Disclaimer screen to address edge cases where the user would remain on the screen even after they clicked Accept.

Bug 36737 | Sage Paperless Construction

Fixed issue where Show Creation Data and Show Added by User check boxes did not function even when they were selected on the Custom Stamps edit page.

Bug 49380 | Sage Paperless Construction

Fixed issue where exceeding the allowed number of characters in the Name field on the Vault Settings > General tab prevented you from making additional changes on that page, even after saving a name within the appropriate character limit.

Bug 46624 | Sage Paperless Construction

Fixed issue where the Document Splitter panel was preventing users from using the spacebar when trying to use the Add Note dialog in the sidebar.

Bug 48120 | Sage Paperless Construction

Fixed issue with document check-in on non-PDF files.

Bug 50163 | Sage Paperless Construction

Fixed issue that occurred when attempting to delete a page while using the Document Splitter by requiring pending changes to be saved first when splitting a document. This resolves mismatch errors and ensures that the selected page can actually be deleted.

Bug 50375 | Sage Paperless Construction

Fixed issue where the breadcrumbs at the top of the page displayed previously visited Settings pages rather than the current breadcrumb path.

Bug 50523 | Sage Paperless Construction

Fixed issue where Retrieve breadcrumb button redirected to white screen.

Bug 50449 | Sage 100 Contractor

Fixed issue where OCR returned an object reference error.

Bug 50044 | Sage 300 CRE

Fixed issue where the ReceivingTicketItemList in Sage 300 CRE produced errors when attempting to sync the list in Sage Paperless Construction.

Bug 50060 | Sage 300 CRE

Fixed issue where Submittals files and folders were not getting cleaned up upon resetting paths within Attachment Sync.

Bug 51687 | Sage 300 CRE

Fixed issue where users could not add a percent based allocation to an invoice if a tax code was previously applied.

Bug 43057 | Viewer

Fixed issue where document page images failed to load when transferring pages if the Delete Pages After check box was selected.

Bug 49633 | Viewer

Fixed issue where some dropdown menus were not correctly positioned in the Document Viewer toolbar.

Bug 40756 | APFlow™

Fixed issue that caused toast messages to clear too quickly when clicking the Reset for Edit button.

Bug 47993 | APFlow™

Fixed issue where the contents of the APFlow™ Settings > Allocation Rules > Add dialog were too big for the dialog's container.

Bug 48092 | APFlow™

Fixed issue with Invoice Entry search so filters are retained when changing document status and opening/closing the manager.

Bug 49205 | APFlow™

Fixed issue with APFlow Reviewer approval limit so changing one field in APFlow™ Settings no longer clears all others.

Bug 49409 | APFlow™

Fixed issue where the Add popup menu for Rule builder was offset.

Bug 49421 | APFlow™

Fixed issue with task index where the wrong columns were being saved from the lookup modal.

Bug 49900 | APFlow™

Fixed issue where project manager name did not display under the selection field.

Bug 50572 | APFlow™

Fixed issue where validation warnings were sometimes not being accounted for in Invoice Entry.

Bug 50576 | APFlow™

Fixed issue where not all invoice data was being displayed in Invoice Manager for exported invoices.

Bug 45267 | DocRoute™

Fixed issue that caused DocRoute Event recipients to validate prior to clicking Save in DocRoute™ Settings. Grid naming issue was also corrected to include all three types of Events.

Bug 49514 | eCapture™ Mobile

Fixed issue where documents added through eCapture but not yet indexed were not retaining document notes entered in the eCapture application.

Bug 39751 | Sage Paperless Construction

Fixed issue where the Doc Search saved searches showed erroneous Unsaved Changes prompts when switching to other saved searches.

Bug 45739 | Sage Paperless Construction

Fixed issue where the Unsaved Work prompt displayed for User Profile Settings even when no changes were made.

Bug 48116 | Sage Paperless Construction

Fixed issue in User Settings so Time Zone and Date Format fields no longer revert to previous values on a second save.

Bug 48280 | Sage Paperless Construction

Fixed issue where redundant tooltips for buttons within tables obstructed the table data.

Bug 49197 | Sage Paperless Construction

Fixed issue with navigation colors so Global Settings now matches correct settings colors when its menu is expanded.

Bug 49408 | Sage Paperless Construction

Fixed issue where the Widget Configuration dialog was missing styling.

Bug 49460 | Sage Paperless Construction

Fixed issue where querying the worksheet endpoint with the same data sequentially was not producing viewable results.

Bug 49990 | Sage 100 Contractor/Sage 300 CRE

Fixed issue with incorrectly formatted attachment URLs.

Bug 46622 | APFlow™

Fixed issue where certain columns could not be resized in Quick Lists during invoice entry.

Bug 48655 | APFlow™

Fixed issue where field descriptions were not being shown for fields that had a description when applying invoice allocations.

Bug 48682 | APFlow™

Fixed issue where the Do Not Pay invoice query required a selected user to enable, resulting in an empty queue unless manually refreshed.

Bug 48755 | APFlow™

Fixed issue where users were not able to delete an invoice from the Do Not Pay queue.

Bug 48790 | APFlow™

Fixed issue where users would sometimes get an Invoice must be approved message when trying to export an invoice. Determined this happens because the invoice has already been exported. The message users now receive indicates that the invoice has already been exported.

Bug 49230 | APFlow™

Fixed issue so that Invoice Entry buttons' disabled state now updates correctly in response to changes.

Bug 49238 | APFlow™

Fixed issue with not being able to check off approval alert within Invoice Entry if Require Approval Notes setting was set to false.

Bug 48943 | APFlow™

Fixed issue by reworking the Add Task dialog with improved design, also resolved visual bugs and crashing issues for DocRoute users.

Bug 41310 | APFlow™

Fixed issue that occurred when an invoice was added through OCR, certain fields would revert back to the default after being updated.

Bug 42893 | APFlow™

Fixed issue in Invoice Entry so that the Find Matching Receipts dialog check box options now persist in preferences and sync with the Credit Card Importer.

Bug 44158 | APFlow™

Fixed issue where users would receive an error when trying to copy route templates.

Bug 46747 | APFlow™

Fixed issue with Secondary Vendor Name saving to the database.

Bug 48016 | APFlow™

Fixed issue where the wording was duplicated for one of the Proxy Users grids.

Bug 48284 | APFlow™

Fixed issue where profile picture was not shown in Add Recipients section of Add/Edit Events screen.

Bug 48458 | APFlow™

Fixed issue by repositioning the Accounting Date dialog title and subtitle to match the standard layout used across other dialogs in the application. When an accounting date is selected and the OK button is activated, the focus now moves to the button.

Bug 48462 | APFlow™

Fixed issue where the incorrect success message icon was invoked when submitting an invoice for export.

Bug 48288 | DocRoute™

Fixed issue where Apply Templates button was incorrectly sized.

Bug 45290 | DocRoute™

Fixed issue that allowed users to enter negative numbers into the default route sequence in DocRoute Settings.

Bug 48677 | Paperless OCR™

Fixed issue with OCR line processing that could trigger a duplicate key error when no invoice lines were OCRed and default line values caused a new line to be automatically added during processing.

Bug 48719 | Sage Paperless Construction

Fixed issue with Show More/Less buttons in DocRoute Slip table so they work correctly after adding Tasks or Events.

Bug 48668 | Sage Paperless Construction

Fixed issue with localization where the calendar showed incorrect first day of week and date shifting for UK users (en-GB); localization now respects User Settings. Also resolved off-by-one day error in date formatting when browser time zone is UTC+0 (London).

Bug 48145 | Sage Paperless Construction

Fixed issue where long names overlapped with the dropdown chevron.

Bug 45684 | Sage Paperless Construction

Fixed issue where viewing documents would not always add these documents to your recent history.

Bug 45957 | Sage Paperless Construction

Fixed issue where the default User Profile icon did not match the active theme.

Bug 48292 | Sage Paperless Construction

Fixed issue where some aspects of the date picker were unreadable in dark mode.

Bug 48296 | Sage Paperless Construction

Fixed issue where Recent History ID and Date values were unreadable in dark theme.

Bug 48104 | Sage Paperless Construction

Fixed issue where Routing Sequence cards had aspects that were unreadable in dark theme.

Bug 48020 | Sage Paperless Construction

Fixed issue where the Add New Image description did not match the button tooltip when uploading a new profile picture in User Settings > Profile.

Bug 48024 | Sage Paperless Construction

Fixed issue where the User Name field on the Bridge pages was missing a space between words.

Bug 48028 | Sage Paperless Construction

Fixed issue that caused a lack of space between buttons and the Search/Filter fields when the screen width could not accommodate everything in a single row.

Bug 48032 | Sage Paperless Construction

Fixed issue where clicking the Global Settings button did not take you to the first tab of the Global Settings navigation menu.

Bug 48040 | Sage Paperless Construction

Fixed issue where the Item Name column in Release Notes was not showing the correct name when the page was exported.

Bug 48044 | Sage Paperless Construction

Fixed issue where the Custom Stamps settings sections were not properly aligned.

Bug 48049 | Sage Paperless Construction

Fixed issue where dragging and dropping a list item in a grid caused an auto scroll issue and the item being placed incorrectly.

Bug 47357 | Sage Paperless Construction

Fixed issue where users would not always get correct results when searching for documents available to archive or purge when building an archive or purge set.

Bug 47781 | Reports

Fixed issue in Unattached Receiving Tickets report whereby changing parameters were not reflected when running the report.

Bug 48654 | Reports

Fixed issue with date sorting on AP Processor Entry Statistics report.

Bug 48800 | Reports

Fixed issue where math was one day off on Processor/Reviewer/Job/Vendor aging reports causing invoices to get grouped into the next date range one day early, i.e. invoices that were exactly 30 days old would get reported as 31-60 days old, invoices that were exactly 60 days old would get reported as 61-90 days old, etc.

Bug 48864 | Reports

Fixed issue where the AP Invoice Drilldown Report GL Code lookup parameter did not return the correct values.

Bug 48932 | Reports

Added Audit Logs when an invoice is rerouted through Approve Invoices.

Bug 49400 | Reports

Fixed issue where GL Code parameter was not being honored when running the AP Invoice Drilldown Report.

Feature 49774 | Sage 100 Contractor

Added an integration so Sage Paperless Construction Cloud is now available for Sage 100 Contractor, expanding our cloud platform to support Sage customers ready to modernize their AP workflows. 

Additional details on timing and eligibility will be communicated as they are finalized. For questions, please contact your Sage VAR or a Sage Paperless Expert.

Bug 49375 | Sage 100 Contractor

Fixed issue with Server Agent syncing large lists.

Bug 48356 | Search

Fixed issue where the Save icon was missing when modifying the saved search name in Document Search and Invoice Search.

Bug 48786 | APFlow™

Fixed issue where Secondary Vendor field was not showing friendly description underneath field after picking a value.

Bug 47980 | APFlow™

Fixed issue where users were allowed to save a route event without an event type.

Bug 48807 | Reports

Fixed issue with date sorting when running the user activity audit log report.

Bug 48143 | Reports

Fixed issue in the lookup modal title for system and bridge lookups from the report launch panel.

Bug 36422 | APFlow™

Fixed issue where entering an invalid value for a field reverts the field to its previous value, but the field description would no longer be correct.

Bug 42780 | APFlow™

Fixed issue where invoice deleted audit log was being written, but document deleted audit log was not when a user chooses to delete both the invoice and document within APFlow.

Bug 45237 | APFlow™

Fixed issue where Bank Accounts: Selection/deselection now works correctly, with a clear label when nothing is selected and check box selection decoupled from row selection.

Bug 47319 | APFlow™

Fixed issue where Invoice Entry quick lists did not use pagination functionality for proper sorting, filtering and pagination.

Bug 38389 | Credit Card Importer

Fixed issue where filtering and searching lines in Credit Card Importer kept the previously selected items.

Bug 40701 | Credit Card Importer

Fixed issue where invalid configuration messages were not always being shown to the user when configuring an APFlow Credit Card Import template.

Bug 47618 | Sage Paperless Construction

Fixed issue where default sort for user role name was not in ascending order when first entering the User Role Configuration page.

Bug 47619 | Sage Paperless Construction

Fixed issue where list was not sorted by Importer Name when first entering the importer jobs listing page. See Importer Jobs for more information.

Bug 48004 | Sage Paperless Construction

Fixed issue where navigation hover and selected hover states  were not distinct from the selected color.

Bug 48612 | Sage Paperless Construction

Fixed issue where adding documents to a queue did not update as expected.

Bug 48130 | Sage Paperless Construction

Fixed issue where Sage Paperless Construction light theme left navigation sidebar updated to black background with white text (other themes unchanged).

Bug 48693 | Reports

Fixed issue with reports not working periodically.

Bug 42842 | Viewer

Fixed issue with automatic snapshots when converting files to PDF.

Bug 48055 | Sage Paperless Construction

Fixed issue where not all lines would be picked up by the routing rules when multiple lines applied to the same rule.

Bug 48115 | Sage Paperless Construction

Fixed issue where users were unable to copy vault.

Bug 47740 | Search

Fixed issue where users were not able to search invoices within Invoice Manager.

Feature 8056 | APFlow™

Added invoice Allocations and Allocation Rules. Allocations can now be set up to capture coding applied to reoccurring invoices. These allocations can then be applied within invoice entry to expedite coding of these invoices. Allocation Rules can also be configured and run from invoice entry to determine when preconfigured allocations should be applied to the current invoice. Both of these features can be configured under the APFlow™ Settings menu. See APFlow™ Allocations and APFlow™ Allocation Rules for more information.

Bug 37516 | APFlow™

Fixed issue with buttons in Entry Fields is now properly disabled when no valid line type is selected or available in the vault.

Bug 37542 | APFlow™

Fixed issue where clicking a check box in the Invoice Entry sidebar no longer changes the invoice being viewed in the main panel.

Bug 41417 | APFlow™

Fixed issue that caused check box data to disappear from its corresponding column when lines were copied in the Invoice Detail Line grid. Now, True or False display clearly in the grid instead of empty values.

Bug 42483 | APFlow™

Fixed issue that caused a header only APFlow routing rule to cause an error.

Bug 42855 | APFlow™

Fixed issue with currency input formatting to correctly register and display dollar amounts with commas and prefix.

Bug 44462 | APFlow™

Fixed issue with PO validation so invalid entries now show an error without automatically clearing or replacing the value with the first PO from the QuickList.

Bug 44922 | APFlow™

Fixed issue where the label for a drop-down in the Entry Fields Field Lookup modal that should be "List" instead of "Type."

Bug 46672 | APFlow™

Fixed issue where unnecessary time zone offsets were being applied, causing the invoice date in the queue to be different from the date entered on the invoice.

Bug 41742 | Credit Card Importer

Fixed issue where cache would cause users to sometimes see the wrong image when viewing matched receipts if they viewed a different lines matched receipts previously.

Feature 43973 | Credit Card Importer

Added matched receipts report within Credit Card Importer In Progress invoices view so users can quickly determine which lines for in progress invoices have matched receipts.

Bug 44186 | Credit Card Importer

Fixed issue where users would not receive an error message if template was mapped to invalid line type values when attempting to import.

Bug 45464 | Credit Card Importer

Fixed issue where an import with the requirement of matched receipts would fail if the first invoice of a group of invoices did not have matched receipts.

Bug 43243 | DocRoute™

Fixed issue that allowed users to see Task and Event edit buttons in Grid View in DocRoute without required permissions.

Bug 43245 | DocRoute™

Fixed issue where the process of creating a new task for routing in DocRoute sometimes resulted in a black screen halfway through.

Bug 45249 | DocRoute™

Fixed issue on the DocRoute Settings > Tasks page where the Unsaved Changes warning did not reliably display when leaving the page.

Bug 44358 | Global Settings

Fixed issue where the Global Settings > Users page temporarily displayed old information after being updated if the user saved changes then returned to re-edit the page.

Bug 44512 | Global Settings

Fixed issue where users would get bogus can't deactivate index when tied to a security group message for indexes not tied to security.

Bug 45077 | Global Settings

Fixed issue where copy document type function was not copying indexes if copy index option was checked.

Bug 42822 | Indexer

Fixed issue where Previous Value lookups were not correctly displaying data.

Bug 44281 | Indexer

Fixed issue where index paging options went away when choosing document type.

Bug 47433 | Paperless OCR™

Fixed issue where the OCR logic failed to switch vaults when vault mapping was in place.

Feature 33471 | Sage Paperless Construction

Added new light and dark mode themes. Reworked many pages of the application to follow consistent look and feel throughout. Enhanced the overall aesthetics of the application.

Bug 34952 | Sage Paperless Construction

Fixed issue with notification indicators for queues and AP Exports.

Bug 39753 | Sage Paperless Construction

Fixed issue where text was not readable in PDF search bar on certain themes.

Bug 42350 | Sage Paperless Construction

Fixed issue where purge dates were displaying a day behind on the listing page.

Bug 42559 | Sage Paperless Construction

Fixed issue with license messages.

Feature 42581 | Sage Paperless Construction

Added new online help section that features more content as well as a search feature for better finding help documentation.

Bug 42776 | Sage Paperless Construction

Fixed issue where non indexed documents deleted from queues were not making a document deleted audit entry.

Feature 43025 | Sage Paperless Construction

Added ability to configure index types and backfills to system lists.

Bug 44799 | Sage Paperless Construction

Fixed issue in the Match Receipts modal, when the currently viewed receipt is unmatched the selection/view is now cleared.

Bug 44479 | Sage Paperless Construction

Fixed issue where routing rules would sometimes route the wrong line to the wrong sequence for a user if multiple rules applied and were configured to route to the same users but at different sequences within each rule.

Bug 45683 | Sage Paperless Construction

Fixed issue with selecting multiple check boxes on the Vault Settings > Queues page so that multi-selection functionality is distinct from using single selection to view the OCR Workflow Settings panel.

Bug 46831 | Sage Paperless Construction

Fixed issue with searching single index dates.

Bug 46834 | Sage Paperless Construction

Fixed issue where deleted documents would still display in the Matched and Suggested Matches sections of Document Match dialog.

Bug 43639 | Sage Paperless Construction

Fixed issue when saving configurations, the new results persist.

Feature 39744 | Reports

Added ability to configure dynamic date parameters such as Month Begin, Month End and Current Date to scheduled report configuration.

Bug 40811 | Reports

Added vault number as a parameter to accrual report.

Feature 36260 | Reports

Added ability to send scheduled reports to multiple recipients within the same scheduled report configuration.

Bug 45339 | Reports

Fixed issue that caused scheduled reports that have sub reports not to run.

Feature 33472 | Sage 300 CRE

Added integration with full APFlow functionality for Sage 300 CRE.

Bug 47411 | Search

Fixed issue where exporting search results for invoices was not correctly sending the searchType parameter in the request.

Bug 42937 | Search

Fixed issue when emailing from search page where document file names would not be named as the document description.