Release
Last updated
Last updated
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.
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 organisations prioritizing digital transformation and regulatory compliance.
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.
For organisations with multiple sub-organisations enabled, DocBits now introduces the Cross Sub-Organisations feature. This enhancement empowers administrative users to streamline their document management across all sub-organisations under a single umbrella. Admin users can now access and view all documents from every sub-organisation without needing to switch sub-organisation. 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.
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
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.
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.
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.
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.
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
Users can now seamlessly import XML and EDI files through the Email Import feature.
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.
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.
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 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.
Enhanced the fuzzy logic to ensure more accurate and reliable data population following extraction.
Fixed known bugs affecting groups and permissions, ensuring seamless access management and role functionality.
Addressed inconsistencies in translations across the application, improving clarity and localization.
Resolved layout-related issues, ensuring a consistent and optimized user interface across all configurations.
Corrected errors in master data lookup functionality, ensuring accurate and reliable data retrieval.
Resolved issues with email import functionality across all available options, ensuring smooth and error-free operations.
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.
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
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
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.
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.
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.
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.
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.
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.
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.
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.
BOD syncing from Infor utilizes AWS Stream for real-time data processing, enhancing efficiency and significantly reducing data syncing time.
DocBits now processes XRechnung (electronic invoices) seamlessly by first creating a user-friendly PDF, streamlining and simplifying the invoice processing workflow.
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
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
Validation Screen Toolbar Issue: Validation screen: toolbar right side not scrollable Resolution: Fixed
Horizontal Scroll Issue: Horizontal Scroll on Approval Screen Resolution: Fixed
Approval Screen Decision Clearing Issue: Ability to clear the approve/reject decision on approval screen Resolution: Fixed
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
PO Match Table Size Issue: PO Match table gets smaller after matching a line Resolution: Fixed
Task Assignment based on Item Procurement Group Issue: Translation for procurement group assignment Resolution: Fixed
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
Document Subtype Copy Issue: Click on Copy Document Subtype from sub document type setting was not working Resolution: Fixed
New Label Field Issue: New Label field in list of values to add label along with value and synonym Resolution: Fixed
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
Dark Mode Fix on settings searchbar Issue: This issue was previously identified Resolution: Fixed
Extracted Table Column Visibility Indicator Issue: Indicator if Columns are hidden in extracted table on Field validation Resolution: Fixed
Dashboard Assignment for Admins Issue: Make Assign to on the dashboard only for admins Resolution: Fixed
Document Split Visibility Issue: Show Document split only when more pages Resolution: Fixed
Invoice Dashboard Columns Issue: Additional columns on invoice dashboard Resolution: Fixed
Field Validation Script Deactivation Issue: Field Validation- Deactivate script was not working correctly Resolution: Fixed
Approval Layout Button Customization Issue: Cannot change the button type and style on approval layout builder Resolution: Fixed
Data Sync Table Issue: Data Sync Table in settings Resolution: Fixed
Dashboard Analytics Total Display Issue: Dashboard Analytics- display wrong total number Resolution: Fixed
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.
• Issue: PO search was not working.
• Status: This issue has been identified and will not be addressed in this release.
• Issue: PO matching connection was not removing as expected.
• Resolution: Fixed to ensure seamless PO matching operations.
• 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.
• Issue: Advance shipment EDI view showed IDs in the title.
• Resolution: Titles now display correctly, improving data readability.
• Issue: Calculation errors occurred when lines were split further.
• Resolution: Fixed to ensure accurate calculations in all scenarios.
• Issue: No table was showing on the PO screen.
• Resolution: Display issue resolved to ensure tables appear correctly.
• Issue: Auto export was not working.
• Resolution: Functionality restored to ensure automatic exports operate smoothly.
• Issue: Mismatch issue on PO showed despite everything being identical on the Delivery Note.
• Resolution: Resolved to ensure accurate mismatch detection.
• Issue: Reports were not downloading.
• Resolution: Fixed to enable seamless report downloads.
• Issue: Total and Net amounts were showing incorrect values.
• Resolution: Values corrected to ensure financial accuracy.
• Issue: Invoice Date column had wrong format values.
• Resolution: Dates now display in the correct format, enhancing usability.
• Issue: Workflow delays occurred at “Ready for Validation” until feedback from Doc2flow.
• Resolution: Workflow timing improved for faster validation processes.
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.
With the new Rule Manager in DocBits, launching in July, you can automate this process:
Define criteria (e.g., Quantity > PO Quantity) for invoice line items.
Map fields and actions to export data seamlessly to Infor.
Validate rules with sample data to ensure accuracy.
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.
Hotfix - 5 Juni Priority System
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.
▪ 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.
▪ 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.
▪ 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.
▪ 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.
▪ 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.
▪ 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.
▪ Configuration Updates: Various updates to the configuration files improving the system setup and parameters.
▪ 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.
▪ 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.
▪ Merged multiple development stages into the sandbox and stage branches, reflecting a significant integration of new features and fixes.
