DocBits- IDP for Infor ERP
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  • Overview and Basics
    • DocBits
      • Key Features of DocBits
    • Architecture
      • DocBits Infor on Premise Customer
      • Certifications
    • Infor Infrastructure
    • Release Notes
      • Testing Availability on Sandbox
    • FAQ
      • General Information
      • Document Processing
        • Table Extraction Troubleshoot
      • Infor LN (LN Integration)
        • Export Error: "Error Exporting Document to LN. Status Code: 500"
          • not found in direct debit
          • Request validation; Attr. 'ReceiptLine', Value " " : the value must be numeric.
      • Infor M3 (M3 Integration)
        • Costing elements are not properly configured. Please ask your admin to configure it.
      • Mandatory PDP/PPF Channels – PEPPOL as Transport Only for France’s 2026 E-Invoicing
  • End User and Partner Section
    • End User Section
      • Dashboard
        • Dashboard Tools
        • Document Merging
        • Document Status
        • Filtering Documents
        • Overview of Uploaded Documents
        • Task Counter
        • Validated Extracted Fields
        • Document Flow
        • Troubleshooting
        • Keyboard Shortcuts
      • Tasks
      • Advance Shipment Dashboard
      • Purchase Order Dashboard
      • Invoice Dashboard
      • Shipment Order Dashboard
      • User Configuration Options
      • AI Table
        • AI Table Tags
      • Validation Screen
        • Fuzzy Data
        • QR Codes
        • Keyboard Shortcuts
      • Purpose and Use
      • Purchase Order Matching
        • Automatic Purchase Order Data Matching
        • Supplier Item Number Map
        • Keyboard Shortcuts
      • Accounting for Cost Invoice and Indirect Sales
      • How to Import Documents
        • FTP
        • Manual Import
        • Webhook
        • Email
          • IMAP
          • OAuth Office365
      • Technical Support in DocBits
        • Create a ticket
        • Help Icons
      • Course
        • Introduction
        • Dashboard
        • Validated Documents
        • AI Table
        • Master PO Matching with DocBits
      • Our Document Priority System
      • Supplier Portal
        • Supplier Registration
        • Supplier Satuts
      • Ressources and Support
        • User Support
    • Partner Section
      • Invoice Automation Testing with DocBits
  • Administration and Setup
    • Settings
      • Global Settings
        • Company Information
          • Defining App Color in Company Settings
        • Groups, Users and Permissions
          • Users
            • Modifying User Details
            • Admin Privileges
          • Sub-Organizations
            • How to create a Sub-Organization
          • Groups and Permissions
            • Purpose and Use
            • Adding/Editing Groups
            • Activating Permissions
            • Access Control
            • Troubleshooting
        • Integration
          • API Key
          • API Calls and Examples
          • API Key Management
          • Configuring Single Sign-On (SSO)
            • Infor SSO Configuration
              • V1
              • V2
              • Azure SSO
          • Identity Service Provider Configuration
          • Best practices
          • Troubleshooting Common Issues
        • Document Types
          • Purpose and Scope
          • Adding/Editing Document Types
          • Activation
          • Customization Options
          • Best Practice
          • Troubleshooting
          • Layout Manager
            • Purpose and Use
            • Navigating the Layout Manager
            • Configuring Field Properties
            • Using the Template Preview
            • Save and apply changes
            • Best practices
            • Troubleshooting
          • Document Sub Types
          • Creating a new Sub Type
          • Configure subtypes
          • Using Actions
          • Best Practices
          • Table Columns
            • Purpose and Use
            • Adding a new Column
            • Editing and deleting columns
            • Best practices
            • Troubleshooting
          • Fields
            • Purpose and Use
            • Adding and Editing Fields
            • Configuring Field Properties
            • Setting Validation and Match Score
            • Best practices
            • Troubleshooting
            • New Fields with Charges
          • Model Training
            • Purpose and Use: Model Training
            • Import Data: Model Training
            • Manage training data
            • Testing the model
            • Best practices
            • Troubleshooting
          • Regex
            • Purpose and use
            • Creating a Regex Pattern
            • Editing and Saving Regex Patterns
            • Best practices
            • Troubleshooting
          • Script
          • Script Activation and Management
          • Testing Scripts
          • Purpose and Use
          • Creating and Editing Scripts
          • Best Practices
          • Troubleshooting
          • e-docs
            • Currently Supported E-Invoice Standards
              • Roadmap
            • E-Invoice examples
              • XRechnung 1.2
              • XRechnung 2.0
              • XRechnung 2.1
              • XRechnung 2.2
              • XRechnung 2.3
              • XRechnung 3.0
              • XRechnung Cross Industry Invoice
              • FacturX
            • EDI
              • Purpose and Use
              • Setting Up EDI Templates
                • EDI Structure descriptor
              • Using the XSLT Editor
                • EDI Videos
              • Previewing EDI Messages
              • Best Practices
              • Troubleshooting
              • EDI 810 (Invoice) Mapping
              • EDI 855 (Purchase Order Acknowledgement) Mapping
              • EDI 850 (Purchase Order) Mapping
              • EDI 856 (Advance Shipment Notice) Mapping
            • XRechnung
              • Standard Preview
              • Mapping XRechnung in DocBits
                • TOML Export
            • Peppol BIS Billing 3.0
              • Transformation file and Mapping
            • Faktura
            • ZUGFeRD 1.0, 2.1 and 2.3
            • eSLOG 1.6 and 2.0
          • More Settings
            • Purpose and use
            • Best practices
            • Troubleshooting
            • Duplicate Document Handling
            • Approval Stamp
            • Approval History
            • Supplier Item Number Map - Admin Documentation
            • Purchase order tolerance settings / Additional purchase order tolerance
            • Purchase order disable statuses
            • PO Table in Layout Builder
            • Auto check for PO updates
            • Calculate PO unit price
            • Export not matched PO lines
        • Email Notification
          • Configuring Notifications
          • Managing Notifications
          • Best Practice
          • Troubleshooting
        • Dashboard
          • Customizing Filters
      • Document Processing
        • Documents Expiry
        • Import
          • Test: Multi Email Import and Handling Tests
          • Test: Email Import and Handling Tests
          • Test: FTP Import Connection
          • Test: File Import 1
        • Rule Manager
          • TransactionConfig Pro Template
            • Case 1, 2, 3: Quantity and Unit Price Within Tolerance
            • Case 4, 5: Quantity Within Tolerance, Unit Price Outside Tolerance (Approved)
            • Case 15: Charge Line - Charge Per Unit Outside Tolerance (Rejected)
            • Case 14: Header Charge - Charge Per Unit Outside Tolerance (Approved)
            • Case 12, 13: Header Charge - Charge Per Unit Within Tolerance
            • Charge Per Unit Outside Tolerance (Rejected)
            • Case 14: Charge Line - Charge Per Unit Outside Tolerance (Approved)
            • Charge Per Unit Within Tolerance
            • Case 11b: Quantity Outside Tolerance (Positive Rejected), Unit Price Outside Tolerance (Rejected)
            • Case 10b: Quantity Outside Tolerance (Negative Rejected), Unit Price Outside Tolerance (Rejected)
            • Case 8b, 9b: Quantity Outside Tolerance (Approved), Unit Price Outside Tolerance (Approved)
            • Case 11a: Quantity Outside Tolerance (Positive Rejected), Unit Price Within Tolerance
            • Case 10a: Quantity Outside Tolerance (Negative Rejected), Unit Price Within Tolerance
            • Case 7: Quantity Within Tolerance, Unit Price Outside Tolerance (Positive Rejected)
            • Case 6: Quantity Within Tolerance, Unit Price Outside Negative Tolerance (Rejected)
            • Case 8a, 9a: Quantity Outside Tolerance (Approved), Unit Price Within Tolerance
            • Case 15: Header Charge - Charge Per Unit Outside Tolerance (Rejected)
            • Tax Lines
        • Ocr Settings
        • Classification And Extraction
          • Table extraction for costing element
          • Auto extract tax code
        • Master Data Lookup
        • List Of Values
        • Export
        • Module
          • Annotation Mode
          • Approval Before Export
          • Doc Scan
          • Doc Script
          • IDM ACL Updater
          • Inbound Emails
          • Swiss QR Code
          • Auto Export if PO Matched 100%
          • Export Dashboard Data
          • How to Create Database Access for a Specific Organization User
        • Decision Trees
      • Log Settings
        • Task Management
        • Data Synchronization
      • API Licenses
      • Supplier Setting
        • Supplier General Settings
        • Editing Email Templates
        • Supplier Layout
        • Export Configuration for Supplier Portal for M3
        • Supplier Permissions
      • Cache Management
    • Workflow
      • When
        • Card description
        • Document Type Operation
        • Document Type One of
      • And
        • Compare with Purchase Order
          • Combined Price of Quantity Difference
          • Unit Price Combined with Fields
          • Promised Delivery Date on Purchase Order
          • Order Data in Order Confirmation
          • Confirmed Delivery Date
          • Compare Order Confirmation with Purchase order
          • Tax in document field
          • Any / All Quantity
          • Compare Total Charges
          • Out of Tolerance Unit Price
          • Any / All Unit Price is
          • Item Id on Purchase Order
          • Supplier on Invoice
          • Order Type of Purchase Order
        • Document Field
          • Checkbox is checked
          • Field is
          • Text in Field
          • Compare two Fields with Tolerance
          • Compare two Fields
          • If Country in Field
          • Docfield is
          • Compare Field with tolerances
          • If Country in Field is One of
        • Date & Time
          • Date or Time
          • Today
        • Document
          • Document Type Operation one of
          • Document Operator for Sub-Organizations
          • Document Type
        • Logic
          • Continue with a chance
          • Send HTTPS Request
          • Module active
          • Quoted Item Price
          • Decision Table has Returns
        • Status
          • Single Document Status Condition
          • Document Status Condition List
        • Table
          • Any Value of
          • All Value of
          • Compare values in table
          • Compare In
          • Item Receiving Method
          • Items Have Shelf Life
        • Assignee
          • Assigned User Condition
          • Single Assigned User Condition
          • Assigned Group Condition
          • Single Assigned User Condition
      • Then
        • Document Field
          • Set to
          • Set Checkbox to
          • Invert Checkbox
        • Document
          • Approve the Document
          • Reject the Document
        • Status
          • Change Status to
        • Export
          • Export with Export Configuration
          • Start Export
          • Export with alternate Export
        • Task
          • Create a New Task and assign it to the User
          • Create a New Task and assign it to the Recipient
          • Create a New Task and assign it to the group
          • Create a New Task and assign it to the User in Document Field
          • Assign a Task with Title
          • Create a New Task and assign it to Procurement Group
          • Assign to Procurement Group and Create a Task/Notification
          • Assign Document and Create Task/Notification for Group
          • Assign Document and Create Task/Notification for User
          • Assign Document and Create Task/Notification
        • Table
          • Change Entries with
          • Calculate Columns with
          • Calculate in
        • Assignee
          • Assign user from field
          • Assign document to User
          • Assign document to recipient
          • Assign document to the sub organization
          • Assign document to matching sub organization
          • Assign to group
          • Assign document to procurement group
          • Assign document to
          • Assign Sequentially to User
          • Assign Sequentially to Procurement Group
          • Assign Sequentially to Groups
          • Assign Sequentially to User/Group
        • Action
          • Call Api
          • Run Workflow
          • Send HTTPS request to
          • AI Calculation for Cost Increase Surcharges
      • Workflow Example: Conditional Export Trigger
      • Workflow Documentation
      • Standard Workflow
        • Above Max Amount
        • Cost Invoice - Export
        • Less than Max Amount
        • Purchase Invoice - 2nd Approval Quantity Export
        • Purchase Invoice - 2nd Approval Quantity
        • Purchase Invoice - 2nd Approval Unit Price Export
        • Purchase Invoice - 2nd Approval Unit Price
      • Material Ordering and Processing Workflow
    • Setup
      • Document Types
        • EDI Data Transformation Process
        • Layout Builder
        • Origin Layouts
        • Regex Manager
      • Document Training
        • Training Header Fields
        • Training Line Fields/Table Training
          • Adding New Columns
          • Defining Tables and Columns
          • Advanced Settings
          • Grouping Function
          • Manual Row Selection
          • Mapping Columns
          • Improving Table Extraction with Regex
          • Save and Delete Rules
      • Testing
        • PO Matching
        • Auto Accounting
          • LN
          • M3
      • Supplier Portal
      • WatchDog Installation
    • Report Page
  • Infor Integration and Configuration
    • Importing Master Data
      • Field Mappings
      • LN
        • Auto Accounting
        • Suppliers and Purchase Orders
          • Purchase Order - FAQ
          • Verifying the Logistic Company Setting for Goods Receipt Discrepancies
        • Tax Codes
      • M3
        • Auto Accounting
        • Suppliers and Purchase Orders
        • How to import all suppliers
        • Table Extraction for costing Element
      • Custom Master Data
    • Exporting in DocBits
      • Export Module
      • Alternate Export
    • Exporting to INFOR
      • Creating a BOD Mapping File
      • Creating an IDM Mapping File
      • Creating an ION API Endpoint
      • Creating an ION API File
      • Export to M3 Mapping (API)
      • Exporting to IDM
      • Stream for Cloud Customers
      • Order Confirmation
      • Document Export Mapping
      • M3
        • Example Export M3
        • Handling Charges with Infor M3
        • M3 Configuration
      • LN
        • Example Export LN
          • Configuring the Default Tax Country for Export LN
        • Export Tax Codes to LN
        • LN Configuration
  • Advanced functions and tools
    • Scripting in DocBits
      • Calculating Total Charges Script for Docbits
      • Calculating Total Charges Script for Docbits
      • Delete lines with empty quantity and amount
      • Formatting Export Certificate Reference Numbers Script for Docbits
      • Functions
      • Generating Extended Invoice Numbers Script for Docbits
      • Generating Extended Invoice Numbers Script for Docbits
      • USD as Default Currency
    • Course
      • A Step-by-Step Guide
      • Connect DocBits with Infor SSO
      • Create your Custom App in Infor OS
      • Infor OS with DocBits API Integration
      • M3 Export
      • Sync Flex Dimensions: Infor to DocBits
    • Postman for DocBits
    • Automated Tests Results
      • Email Import
    • SQL Access
    • Importing Supplier and Purchase Order Data into DocBits from CSV Files
    • PowerBI
      • SQL Access
        • Custom classification document
        • Field
        • Document table column
        • Email template
        • Ephesoft PO matching
        • Fellow kv table column rule
        • Group cache
        • Preferences
        • Sales order
        • API credentials
        • public.document_log
        • Auto accounting
        • Document status trigger
        • Document type
        • Documents
        • Document type attributes
        • Document Report
        • Electronic document extraction attributes
        • Lookup field configuration
        • Lookup table
        • Batch instance
        • Document extracted data
        • Document Import log
        • Lookup Configuration
        • Sub document type
        • Document Status alert
        • Inbound Emails
        • Chat Log
        • REST API Lookup Configurations
        • FTP Import Configurations
        • Purchase Order line
        • Receive delivery line
        • Document Script activation status
        • Field validation rules
        • Custom_classification_document_label
        • Training data
        • Tfidf preferences
        • Additional charge costing element
        • PO match tolerance
        • Auto test document
        • Custom classification tag
        • Supplier address
        • Organisation document type
        • Sub Organisation Cache
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On this page
  • Release Summer Bloom June 2025
  • DocBits enhancements:
  • Bug Fixes
  • Release Hot Fix Winter Frost 10th April 2025
  • DocBits enhancements:
  • Bug Fixes
  • Release Hot Fix Winter Frost 17th March 2025
  • Bug Fixes
  • Release Hot Fix Winter Frost 11th March 2025
  • DocBits enhancements:
  • Bug Fixes:
  • Release Hot Fix Winter Frost 3rd February 2025
  • DocBits Enhancements:
  • Release Winter Frost 22nd January 2025
  • Support for ZUGFeRD 2.1 and Newer
  • External API Integration for Enhanced Document Processing
  • Cross Sub-Organizations Access
  • Document Visibility Based on Group Permissions
  • Sequential Workflow and Approval History
  • SFTP/FTP Documents Archive Enhancement
  • Multiple Tax Section for Tax Type and Export to LN
  • Dashboard Enhancements
  • PO Matching Enhancements
  • Bug Fixes
  • Release Hot Fix Feast 17th December 2024
  • DocBits Enhancements:
  • Release Hot Fix Feast 27th November 2024
  • DocBits Enhancements:
  • Bug Fixes:
  • Release Feast 4th November 2024
  • New Features:
  • Bug Fixes:
  • Release Harvest 9th September 2024
  • Duplicate Invoice handling
  • Decision Tree
  • Choosing AI Models
  • Choosing OCR Version
  • Release Sunset 12th August 2024
  • New Features:
  • Rule Manager
  • Syncing Data Using Stream
  • XRechnung
  • Bug Fixes:
  • Release Firework Juli 8th, 2024
  • New Features
  • Key Bug Resolutions
  • Next Release Firework Juli 8th, 2024
  • Problem:
  • Solution:
  • Junebug Release Notes - June 10th, 2024
  • Next Release - Junebug Release 10th June 2024
  • Maypole Release 5.55.8.10 - ( 17th May )
  • Release Notes - Web App
  • What's New - API
  • Release Notes - Workflow

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  1. Overview and Basics

Release Notes

PreviousInfor InfrastructureNextTesting Availability on Sandbox

Last updated 8 days ago

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Release Summer Bloom June 2025

DocBits enhancements:

  • Filter Option for Email Import Log: Users now have the ability to filter the import logs and sort the table for a clearer, more efficient overview. This enhancement streamlines the process of identifying and managing email entries, improving troubleshooting and overall log management.

  • Multi-Language Support for List of Values : We've expanded multi-language capabilities to the List of Values feature. Administrators can now define labels in multiple languages, ensuring that the correct label is automatically displayed based on the user's system language settings. This enhancement promotes greater accessibility and localization, making it easier for users worldwide to interact with the platform in their native language.

  • User Detail Enhancements in Settings: The settings interface now displays comprehensive user information. Administrators can easily view group affiliations, sub-organization details, and additional key data, enabling better management of user roles and a clearer understanding of team structures.

  • Auto Accounting Information on the Approval Screen: The approval screen now presents auto accounting details alongside invoice information. This improvement provides deeper insight into transaction data, facilitating smoother review processes and more informed decision-making regarding invoices.

  • Task Counter for Documents on the Dashboard View: Documents on the dashboard can now indicate open tasks associated with them and display the total number of pending tasks. This feature provides users with a quick overview of outstanding actions, improving task management and workflow efficiency.

  • Supplier-Based AI Model Selection: Users can now select the AI model used for data extraction on a per-supplier basis. This enhancement allows for fine-tuned optimization, ensuring better extraction accuracy for different suppliers and improving overall data processing results.

  • Enhanced Workflow Logs for Decision Tree Cards: The logs now display the output of the decision tree, making it easier to track and understand how decisions were made within workflows.

  • Introduction of New Auto-Testing Setup to Enhance System Functionality and Stability:

    We are excited to announce the implementation of a new automated testing system designed to improve the overall functionality and reliability of our platform. This new setup will run consistent, thorough checks on our system to identify any issues before they impact your experience. By automating these tests, we can ensure faster responses to potential problems and maintain the highest standards of quality for our system.

  • Microservices Architecture Implementation: We've restructured the platform by splitting core components into dedicated microservices. This architectural shift enhances scalability, improves system performance, and enables faster, more modular development and deployment cycles.

  • Walkthrough: A guided walkthrough is now available to help users navigate and understand different parts of the application more easily. This is especially useful for onboarding new users or exploring unfamiliar features.

  • Decision Tree Improvements: Enhancements have been made to the decision tree interface, including a more intuitive row addition feature — now located at the top of the tree — to simplify maintenance and editing.

  • DocOperator, DocNet, and Extension Tools: New AI-powered tools like DocOperator and DocNet help automate repetitive tasks, improving efficiency and reducing manual effort across document workflows.

  • Electronic Document Preview Option: A preview feature has been added for electronic documents (eDocs), allowing users to test and view changes directly within the settings before deploying them.

  • New Language Support – Chinese: DocBits now supports Chinese, expanding accessibility and localization options for users across global markets.

  • Improved Task Dashboard: The task dashboard has been enhanced to display a larger number of tasks at once, giving users a clearer overview and improving task tracking.

  • PO Matching Improvements:

    Added visual indicators for different matching states

    New setting to ignore already matched PO lines per document type

    Improved auto-check for PO updates to ensure consistency

  • Layout Builder Improvements: You can now search for both field names and field titles, making it faster and easier to configure and locate layout components.

  • Export and Next Button in Approval Screen: A new button has been added to the approval screen that allows users to export a document and automatically proceed to the next one in the “Ready for Validation” queue.

  • New Workflow Cards: New workflow cards have been introduced, including ones for running workflows on new purchase orders and quote-related events. These provide more automation options.

  • Watchdog Improvements: Watchdog configuration has been moved into the main application UI, making it easier to manage. Additional functionalities have also been introduced for better monitoring and control.

  • Line Rejection Enhancements: Rejecting a line item now requires users to provide a reason, ensuring better traceability and accountability in review workflows.

  • Supplier AI Model List in Settings: A new settings view displays the AI models assigned to specific suppliers, along with an option to reset them. This improves transparency and manageability of supplier-based AI configurations.

  • Document Log Improvements: The document logs now include more detailed information to support better auditing and troubleshooting.

  • PNG and JPG Support: You can now upload PNG and JPG files, which will automatically be converted into PDF format for processing.

  • IDM Export Document Format Configuration: The export format for PDFs in IDM can now be configured, giving users more control over how documents are generated.

  • New eDoc Type – EDIFACT INVOIC02: We now support the EDIFACT INVOIC02 electronic document type, expanding compatibility with standardized invoice formats.

Bug Fixes

  • Resolved an issue where tasks were not appearing on the validation/approval screen.

  • Fixed the positioning of the Next/Previous button so that it remains static.

  • Fixed scrolling issues in the script and decision tree views, ensuring that action buttons remain stationary during scroll.

  • Removed the origin country field from e-invoices.

  • Fixed an issue with the task counter displaying an inaccurate number of tasks.

  • Added missing translations.

  • Corrected custom fields to display descriptive names instead of IDs.

  • Resolved an issue where documents were downloaded with an incorrect file name.

  • Fixed sorting inconsistencies in the invoice line table within PO matching.

  • Fixed an issue affecting task creation functionality.

  • Fixed an issue in PO matching where the invoice table sorting would reset when matching a line.

  • Resolved auto accounting issues by ensuring booking references split correctly when an amount is divided.

  • Updated the ClickHouse host information.

  • Resolved an issue where duplicate documents were not recognized as duplicates.

  • Fixed export issues caused by booking references that were too long.

  • Resolved an issue where readonly checkboxes where not readonly

  • Fixed an issue where Users can be added to a sub-organization twice

  • Fixed an issue where changing the sub-organization for a document caused to reset the assigned user or group

  • Resolved some issues with auto.accounting Screen

  • Fixed an issue where users are unable to add FTP configuration

  • Fixed an issue with the SSO login

  • Fixed some issues related to Inbound Emails

  • Fixed an issue with documents getting a wrong name when downloading them

  • Fixed an wissue where the decision tree returns incorrect result

Release Hot Fix Winter Frost 10th April 2025

DocBits enhancements:

  • Enhanced set_column_date_value Script Function: The set_column_date_value function now includes support for the skip_weekend option, allowing date values to automatically skip weekends when applied.

  • Improved File Upload Support: PNG and JPEG files can now be uploaded directly and are automatically converted into PDF format for streamlined document handling.

  • Watchdog Functionality Upgrades:

    • Now supports export to Enaio for better system integration.

    • Enhanced parsing capabilities to extract information from Sync.ContentDocument XML structures, enabling more efficient data processing.

Bug Fixes

  • Fixed an issue on a script function.

  • Resolved an issue where Purchase orders had a wrong status after they where updated

Release Hot Fix Winter Frost 17th March 2025

Bug Fixes

  • Improved the shortcuts.

Release Hot Fix Winter Frost 11th March 2025

DocBits enhancements:

  • Improved Data Extraction: Added an option to extract the Purchase Order or Item Number from a line above or below.

Bug Fixes:

  • Fixed an issue where users could not be added to a group.

  • Fixed an issue with email import failures.

  • Resolved an issue with the field training on documents with more than page

  • Fixed an issue where scripts didn’t work properly.

  • Resolved an issue where document data didn't get displayed correctly

  • Fixed an issue with the auto update purchase order setting

  • Fixed an issue where the subscription tokens got displayed wrong

  • Resolved an issue where the task screen displayed an outdated document version

  • Fixed an issue that caused documents to not change their status

Release Hot Fix Winter Frost 3rd February 2025

DocBits Enhancements:

  • Support for ISO-8859-1 for ZUGFeRD: Improved compatibility for invoices using ISO-8859-1 character encoding.

  • Optimized Logging System: Enhanced tracking and diagnostics for quicker issue identification and resolution.

Release Winter Frost 22nd January 2025

New Features

Support for ZUGFeRD 2.1 and Newer

DocBits now includes full support for ZUGFeRD versions 2.1 and above, enabling seamless handling and processing of ZUGFeRD-compliant electronic invoices. The integration ensures:

  • Compatibility: DocBits is capable of managing ZUGFeRD invoices in both their structured (XML) and unstructured (PDF) formats, maintaining compliance with EU standards such as EN 16931 for e-invoicing.

  • Efficiency: Users can effortlessly import, validate, and extract data from ZUGFeRD e-invoices, minimizing manual data entry and reducing processing time.

  • Flexibility: Whether you're working with basic, comfort, or extended profiles within the ZUGFeRD standard, DocBits provides tools to manage each level of invoice complexity.

  • Future-Proofing: With support for newer versions, DocBits ensures that businesses remain compliant with evolving e-invoicing regulations across EU member states and beyond.

External API Integration for Enhanced Document Processing

DocBits introduces an advanced capability to leverage external APIs during document processing, enhancing the completeness and accuracy of extracted data. This feature significantly reduces manual input by populating missing fields with accurate, up-to-date information retrieved in real time from trusted sources. It ensures that documents are processed faster and with greater consistency.

Cross Sub-Organizations Access

Document Visibility Based on Group Permissions

Sequential Workflow and Approval History

DocBits introduces a powerful Sequential Workflow and Approval History feature, designed to enhance document processing efficiency and accountability. By enabling documents to follow a predefined decision tree, this feature ensures orderly review and approval while maintaining a complete record of actions taken. Sequential Workflow Management:

  • Documents can be assigned to multiple users in a predefined sequence, ensuring that each stage of review or validation occurs in the correct order.

  • Each user in the workflow is notified when it's their turn to act on the document, reducing confusion and delays.

  • Workflows can be customized to match specific business processes

Approval History:

  • A complete log of all actions taken on the document is available in the Validation and Approval views. This includes:

    • User actions (e.g., "approved" "rejected")

    • Timestamps for each action

    • Comments or notes added by users during review

SFTP/FTP Documents Archive Enhancement

Multiple Tax Section for Tax Type and Export to LN

This feature enhances tax handling capabilities by enabling detailed classification and export of tax information to Infor LN (Full Tax, Reduced Tax, Tax Free). This allows for better alignment with complex tax structures and ensures seamless integration with accounting systems.

Multiple Tax Sections per Type:

  • DocBits now supports the addition of multiple tax sections under each tax type, such as:

    • Full Tax: Standard VAT or sales tax rates.

    • Reduced Tax: Lower rates for specific goods or services (e.g., essential items).

    • Tax-Free: Exemptions for eligible transactions.

  • These sections allow precise categorization of tax amounts, ensuring compliance with tax regulations and accounting standards.

Dynamic Auto Accounting Integration:

  • Based on the data extracted during document processing, the relevant tax sections are automatically displayed on the Auto Accounting Screen.

  • This ensures that users can validate and adjust tax entries quickly without manual calculation or re-entry, streamlining the workflow.

Export to Infor LN:

  • The tax data, including all relevant sections and classifications, is seamlessly exported to Infor LN, ensuring consistency between document processing in - DocBits and the enterprise resource planning (ERP) system.

  • Exported data is linked to the respective cost lines in Infor LN, maintaining clear traceability and accurate financial reporting.

Dashboard Enhancements

DocBits has introduced significant updates to the dashboard, focusing on usability, efficiency, and improved data visibility. These enhancements include a new "Assigned To Group" filter and an optimized UI for Document Logs, making it easier for users to interact with and manage their documents.

PO Matching Enhancements

DocBits introduces several usability improvements to the PO Matching Screen, designed to streamline the process of matching purchase order (PO) lines with invoices. These enhancements offer more intuitive controls for multi-line selection and provide clear visual indicators for handling outdated PO data.

Ctrl + Click for Individual Line Selection:

  • Users can now hold the Ctrl key and click on specific lines to select multiple, non-contiguous rows on the PO matching screen.

Shift + Click for Range Selection:

  • Users can select a range of rows by holding the Shift key, clicking on the first row, and then clicking on the last row. All rows in between the first and last selection will be automatically selected.

Automatic Outdated Data Detection:

  • If the PO data associated with an invoice is old (based on system settings), an icon will be displayed to notify the user. This visual indicator ensures that users are aware of stale data that may not reflect the latest updates in the purchase order.

Bug Fixes

  • Resolved an issue to ensure all possible values are displayed correctly during auto-accounting processes

  • Improved the user interface of Workflow Logs to make navigation and usability more intuitive

  • Updated the document fields to display additional information, such as required and hidden flags, directly in the user interface

  • Added visibility of group descriptions in the group settings

  • Displayed length restrictions for group names during creation to prevent errors

  • Addressed issues in the decision tree testing functionality and resolved translation inconsistencies

  • Improved the search functionality in Workflow Logs for more accurate and effective search results

  • Fixed an issue to prevent users from inadvertently deleting e-document drafts

  • Resolved bugs in the email import process to ensure seamless integration and data handling

  • Fixed issues with saving AI-generated tags, ensuring consistent data retention

  • Corrected a sorting issue that occurred when applying sorting across different pages of the dashboard

  • Enhanced the document counter to accurately display the number of documents processed by DocBits

  • Improved translations throughout the application to enhance usability for different languages

Release Hot Fix Feast 17th December 2024

DocBits Enhancements:

Email Import Enhancements

  • Users can now seamlessly import XML and EDI files through the Email Import feature.

Release Hot Fix Feast 27th November 2024

DocBits Enhancements:

Enhanced PO Optimisation

  • Optimised Saving Mechanism: The saving process has been streamlined to occur only after the user completes the matching, reducing redundant saves and improving efficiency.

  • Enhanced Asynchronous Export: Export functionality now runs asynchronously, ensuring smoother operations and an improved overall user experience.

Workflow Enhancements

The workflow functionality has been upgraded to provide a better user experience:

  • Improved Logs: Workflow logs now feature a cleaner, more intuitive interface, making it easier to review and understand process details.

  • Enhanced Responsiveness: Workflow execution processes are optimized for faster and more reliable performance, enabling quicker task completion and reduced delays.

Improved Application Caching

We’ve implemented advanced caching strategies across the application to optimize data retrieval and reduce load times. These improvements enhance overall usability by ensuring smoother navigation and a more responsive user experience, particularly for frequently accessed features.

Dashboard and UI Upgrades

  • Dashboard Enhancements: The dashboard has been revamped with an improved layout and additional features to simplify navigation and enhance visibility of key metrics.

  • UI Improvements: The user interface across the application has been refined for a more modern, intuitive, and user-friendly experience, making it easier for users to accomplish their tasks with minimal effort.

Bug Fixes:

  1. Enhanced the fuzzy logic to ensure more accurate and reliable data population following extraction.

  2. Fixed known bugs affecting groups and permissions, ensuring seamless access management and role functionality.

  3. Addressed inconsistencies in translations across the application, improving clarity and localization.

  4. Resolved layout-related issues, ensuring a consistent and optimized user interface across all configurations.

  5. Corrected errors in master data lookup functionality, ensuring accurate and reliable data retrieval.

  6. Resolved issues with email import functionality across all available options, ensuring smooth and error-free operations.

Release Feast 4th November 2024

New Features:

Email Import Enhancements

Configured IMAP email settings to automatically send notifications for import results. Successful import notifications will confirm the files processed, while failure alerts will include the filenames and specific error details for prompt troubleshooting.

Master Data Lookup Revamping

Revamped the master data lookup settings with refined categorization, enabling faster and more precise retrieval of diverse master data types. This improvement streamlines data access by organizing master data into distinct categories, significantly boosting search efficiency and accuracy. Users can now locate the relevant data more quickly, enhancing productivity and decision-making across the application

Performance Improvements

Implemented a robust caching mechanism to significantly boost application performance, especially under high request loads. This improvement reduces server processing time by temporarily storing frequently accessed data, enabling faster response times and a smoother user experience. The new caching system efficiently manages increased traffic, ensuring reliable and scalable performance even during peak usage periods

Document Lock Feature Enhancement

Upgraded the document locking functionality to prevent simultaneous edits, ensuring data integrity and minimising conflicts. Now, documents are automatically locked during active editing, providing users with clear indicators when a document is in use and preventing others from making changes until the edit session is complete. This enhancement streamlines collaborative workflows and reduces the risk of data overwrites.

Navigation and User Experience Improvements

  • Breadcrumb Navigation: Added breadcrumb trails across application pages to enhance navigation, allowing users to easily track and return to previous sections for a more intuitive browsing experience.

  • Streamlined User Interface: Removed the "new version" pop-up notification to create a smoother, uninterrupted workflow, reducing distractions and improving overall usability.

Bug Fixes:

  • Resolved user-specific problems, such as attachment failures from encrypted or signed emails.

  • Fixed card display and flow problems.

  • Corrected routing issues with Next/Previous buttons.

  • Addressed bugs related to decision tree tables.

  • Updated UI for the password field to improve usability.

  • Fixed issues with the task counter not displaying correctly.

  • Corrected a user interface problem with the AI table.

  • Resolved errors with document extraction during table training.

  • Added a warning when a PO is matched during reformatting, and ensured matched rows are removed.

  • Fixed date formatting, ensuring data loads correctly by day and week filters, and ensured document types are properly displayed.

  • Corrected the display of documents on dual monitors.

  • Fixed a problem where unlinking one PO line would remove all lines.

  • Resolved incorrect translations across the application.

  • Fixed the issue where lengthy descriptions in rule management caused scrolling on the list.

  • FeastRestored missing "Assign-To" functionality for non-admin users.

Release Harvest 9th September 2024

New Features

Duplicate Invoice handling

This feature allows users to identify if documents are duplicated across their system. This feature works by analyzing document fields that can be configured by the user. By selecting specific fields, users can customize the detection criteria to suit their needs, ensuring that only relevant duplicates are flagged. This helps to maintain data integrity and reduces the clutter of redundant documents, streamlining document management processes.

Decision Tree

The decision tree is a tool used to automate decision-making in a workflow by mapping out choices and their outcomes. By integrating decision trees, you can ensure consistent decisions based on specific criteria, streamline processes, and reduce errors. This approach enhances efficiency by automating complex decision points within the workflow.

Choosing AI Models

DocBits now allows users to switch between different AI models to better suit their needs. You can choose the AI model that best fits your specific use case, whether it's for document analysis, data extraction, or text classification. This flexibility enables you to optimize performance and achieve more accurate results, tailoring the AI's capabilities to your organization's unique requirements.

Choosing OCR Version

DocBits now offers the ability to change the OCR (Optical Character Recognition) version used within the platform. Users can select different OCR versions based on their specific needs, ensuring better accuracy and compatibility with various document types. This feature allows for more precise text extraction from images and scanned documents, improving overall data quality and workflow efficiency.

Release Sunset 12th August 2024

New Features:

Rule Manager

Rule Manager provides the flexibility to create and edit conflict resolution rules tialored for DocBits invoicing system. These rules are designed to automatically handle discrepancies between invoice details and purchase order (PO) data, ensuring accurate financial reconciliation. The system applies these rules to process invoice lines, charges, and taxes, and generates appropriate adjustments or notes when necessary.

Syncing Data Using Stream

BOD syncing from Infor utilizes AWS Stream for real-time data processing, enhancing efficiency and significantly reducing data syncing time.

XRechnung

DocBits now processes XRechnung (electronic invoices) seamlessly by first creating a user-friendly PDF, streamlining and simplifying the invoice processing workflow.

Bug Fixes:

  1. PO Match Button Visibility Issue: PO Match button is available when there is no table or the table is deleted. Status: On field validation, PO Match will be hidden if there is no table or the table is deleted

  2. Table Drag & Drop Sorting Issue: Table Drag & drop for sorting on all Lists/Dashboards Resolution: User can now drag and drop to sort the table

  3. Validation Screen Toolbar Issue: Validation screen: toolbar right side not scrollable Resolution: Fixed

  4. Horizontal Scroll Issue: Horizontal Scroll on Approval Screen Resolution: Fixed

  5. Approval Screen Decision Clearing Issue: Ability to clear the approve/reject decision on approval screen Resolution: Fixed

  6. Task Display on Approval Screen Issue: Task shown on the Approval Screen Resolution: Toolbar is available which shows the tasks count of open/in progress

  7. PO Match Table Size Issue: PO Match table gets smaller after matching a line Resolution: Fixed

  8. Task Assignment based on Item Procurement Group Issue: Translation for procurement group assignment Resolution: Fixed

  9. Supplier Name and Id in Task Creation Issue: Adding Supplier Name and Id in Task creation Resolution: Supplier Name and Id will be picked from the document

  10. Document Subtype Copy Issue: Click on Copy Document Subtype from sub document type setting was not working Resolution: Fixed

  11. New Label Field Issue: New Label field in list of values to add label along with value and synonym Resolution: Fixed

  12. Country Origin Card in Workflow Issue: New Card in workflow that checks country origin of a supplier and create a task or continue porcessing docuemtn accordingly Resolution: Fixed

  13. Dark Mode Fix on settings searchbar Issue: This issue was previously identified Resolution: Fixed

  14. Extracted Table Column Visibility Indicator Issue: Indicator if Columns are hidden in extracted table on Field validation Resolution: Fixed

  15. Dashboard Assignment for Admins Issue: Make Assign to on the dashboard only for admins Resolution: Fixed

  16. Document Split Visibility Issue: Show Document split only when more pages Resolution: Fixed

  17. Invoice Dashboard Columns Issue: Additional columns on invoice dashboard Resolution: Fixed

  18. Field Validation Script Deactivation Issue: Field Validation- Deactivate script was not working correctly Resolution: Fixed

  19. Approval Layout Button Customization Issue: Cannot change the button type and style on approval layout builder Resolution: Fixed

  20. Data Sync Table Issue: Data Sync Table in settings Resolution: Fixed

  21. Dashboard Analytics Total Display Issue: Dashboard Analytics- display wrong total number Resolution: Fixed

Release Firework Juli 8th, 2024

New Features

Line Charges Export to M3

• Export line charges to M3 with appropriate costing elements as per your business needs.

PO & Invoice Discrepancy Handling

• Smart handling of discrepancies in quantity, prices, charges, and tax.

Key Bug Resolutions

1. PO Search Functionality

• Issue: PO search was not working.

• Status: This issue has been identified and will not be addressed in this release.

2. PO Matching Connection

• Issue: PO matching connection was not removing as expected.

• Resolution: Fixed to ensure seamless PO matching operations.

3. Exported Document Alerts

• Issue: Exported documents had alerts for costing elements even when the system was not set up for it.

• Resolution: Corrected to prevent unnecessary alerts, ensuring accurate document exports.

4. Advance Shipment EDI View

• Issue: Advance shipment EDI view showed IDs in the title.

• Resolution: Titles now display correctly, improving data readability.

5. Calculation Errors in Split by Total Issue

• Issue: Calculation errors occurred when lines were split further.

• Resolution: Fixed to ensure accurate calculations in all scenarios.

6. PO Screen Table Display

• Issue: No table was showing on the PO screen.

• Resolution: Display issue resolved to ensure tables appear correctly.

7. Auto Export on Order Confirmation

• Issue: Auto export was not working.

• Resolution: Functionality restored to ensure automatic exports operate smoothly.

8. Mismatch Issue on PO

• Issue: Mismatch issue on PO showed despite everything being identical on the Delivery Note.

• Resolution: Resolved to ensure accurate mismatch detection.

9. Report Download Issues

• Issue: Reports were not downloading.

• Resolution: Fixed to enable seamless report downloads.

10. Incorrect Total and Net Amounts

• Issue: Total and Net amounts were showing incorrect values.

• Resolution: Values corrected to ensure financial accuracy.

11. Invoice Date Format on Dashboard

• Issue: Invoice Date column had wrong format values.

• Resolution: Dates now display in the correct format, enhancing usability.

12. Workflow Delays at “Ready for Validation”

• Issue: Workflow delays occurred at “Ready for Validation” until feedback from Doc2flow.

• Resolution: Workflow timing improved for faster validation processes.

Next Release Firework Juli 8th, 2024

Problem:

The existing system lacks automated rules for accurately matching and processing invoice charges against purchase orders (POs). This manual process can lead to discrepancies, as illustrated in the screenshots, where invoice charges and POs need reconciliation for correct invoicing.

Solution:

With the new Rule Manager in DocBits, launching in July, you can automate this process:

1. Create Rules:

Define criteria (e.g., Quantity > PO Quantity) for invoice line items.

2. Set Actions:

Map fields and actions to export data seamlessly to Infor.

3. Test Rules:

Validate rules with sample data to ensure accuracy.

Junebug Release Notes - June 10th, 2024

This update brings exciting new features and bug fixes to Junebug:

New Features:

  • Automated Charge Extraction: Junebug now automatically extracts and maps charges within your Docbit documents. This eliminates manual data entry and streamlines your workflow.

  • Portal Export to Infor IDM: The new Portal allows you to effortlessly export supplier documents directly to Infor IDM. This simplifies shipment processing and reduces manual intervention.

  • Origin Identification (AI): Junebug introduces a powerful AI feature that automatically learns the origin of documents. This saves you time and effort in document classification.

Bug Fixes:

  • QR Code Fix: An issue that previously caused problems with QR code processing has been resolved.

  • Non-EDI Document Handling: Junebug now handles non-EDI documents more effectively.

Next Release - Junebug Release 10th June 2024

Sandbox Freeze - 3th June 2024

In the upcoming release, a significant enhancement to the classification and extraction capabilities will be introduced, specifically aimed at table lines within documents. This new feature allows users to define whether a line in a table represents a charge. This functionality is particularly useful in detailed financial documents, such as invoices, where distinguishing between different types of transactions—such as charges, taxes, or fees—is crucial for accurate processing and record-keeping.

Key Points for Release Notes:

  • Enhanced Table Line Classification: Users can now specify if a particular line in a document table is a charge, improving the accuracy and granularity of data extraction.

Maypole Release 5.55.8.10 - ( 17th May )

Release Notes - Web App

New Features:

▪ Workflow Card Translation: Enhancements in the workflow, including card translation for better localization support.

▪ Email Import Logging: Added detailed logging for email imports to enhance troubleshooting and monitoring.

▪ Broken Fuzzy Screen Fix: Resolved an issue with broken fuzzy screen display across various interfaces.

▪ Accounting Updates: Enhanced the accounting process by removing outdated accounting methods and integrating charges more efficiently.

Improvements:

▪ Ruiz Workflow Enhancements: Fixed bugs related to workflow navigation, particularly involving hidden steps.

▪ User Interface Adjustments: Improved user interface elements such as cash discount terms under payment terms for better clarity and user experience.

▪ Performance Enhancements: Various backend improvements to enhance system performance and stability.

Bug Fixes:

▪ Approval Stamp Issue: Fixed critical issues surrounding the approval stamp process to ensure compliance and correct functionality.

▪ Key Addition: Added necessary keys back to the system to ensure data integrity and system functionality.

▪ Master Data Field Adjustment: Addressed an issue in the master data field to align with user requirements.

Technical:

▪ Version Updates: Routine updates to various system components to align with current standards and technologies.

▪ Merge Activities: Numerous merges to integrate features, fixes, and enhancements from multiple development branches into the main branch.

What's New - API

▪ Cache Management Enhancements: Updated the get_receive_delivery_cache to improve performance and reliability.

▪ New Features for Sales Orders: Introduced a preview feature for sales orders, enhancing the visualization and management of order data.

▪ Document Handling Improvements: Added automated test jobs for demotesting and sandbox environments to ensure robustness.

▪ Enhanced Cache Functionality: Added field_id to further enhance the caching mechanisms.

Fixes and Improvements

▪ Office Email Import Adjustments: Made necessary adjustments to the Office Email Import feature to enhance functionality.

▪ Development Enhancements: Multiple merges from dev to main branches ensuring synchronization and stability across environments.

Miscellaneous

▪ Configuration Updates: Various updates to the configuration files improving the system setup and parameters.

Release Notes - Workflow

Enhancements:

▪ Implemented a new workflow test that can now be enabled during import, allowing for more flexible testing scenarios.

▪ Enhanced the logging functionality for action cards, making debugging and monitoring more efficient.

▪ Improved compatibility for field comparison cards with date and enum types, ensuring smoother comparisons and validations.

▪ Updated the tax card and modified the return processes for action cards to streamline operations.

Fixes:

▪ Addressed issues with the document status updates, ensuring they are accurately reflected in the system.

▪ Fixed the calculation for the comparison card involving unit price and quantity to correctly handle discrepancies.

▪ Resolved multiple minor bugs and made stability improvements.

Operational Changes:

▪ Merged multiple development stages into the sandbox and stage branches, reflecting a significant integration of new features and fixes.

Expanded Cross Sub-Organizations Access: Non-admin users can now also access the Cross Sub-Organizations feature.

By incorporating ZUGFeRD 2.1 and newer standards, DocBits simplifies cross-border transactions and aligns with modern business needs, making it an essential tool for organizations prioritizing digital transformation and regulatory compliance.

For organizations with multiple sub-organizations enabled, DocBits now introduces the Cross Sub-Organizations feature. This enhancement empowers administrative users to streamline their document management across all sub-organizations under a single umbrella. Admin users can now access and view all documents from every sub-organisation without needing to switch sub-organization. This centralized visibility enables admins to see all the documents for all the sub-organisations, making it easy to locate specific files while still maintaining a bird’s-eye view.

DocBits introduces enhanced document visibility controls, enabling more precise access management for non-admin users through group-based permissions. This feature allows administrators to define which documents are visible to specific users or groups, ensuring streamlined workflows and improved data security. Admin users can assign documents to specific groups, granting visibility only to users within those groups. This ensures that users see only the documents relevant to their role or team, reducing clutter and enhancing focus.

The history ensures transparency and provides an audit trail for compliance and troubleshooting.

The SFTP/FTP Documents Archive enhancement in DocBits builds on the existing import functionality, introducing a seamless method for archiving files after they’ve been processed. A new setting in the FTP import configuration allows users to enable or disable file archiving. Once files are successfully ingested and processed in DocBits, they will be automatically archived to a designated folder on the SFTP/FTP server if the option is enabled. This ensures processed files are preserved for record-keeping without cluttering the active import directories.

Hotfix - 5 Juni

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