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Release Notes Paperless app (summary)

Version
Release Date
Main Changes
V15.06.26.169
June 06,2015
  • Added Test button under the settings area for checking connection to Visual database and subscription contract.
V15.07.07.171
July 7, 2015
  • Added encryption setting for config file.
  • Invoice summaries will not be shown if documents are in different currencies
V15.07.30.172
July 30, 2015
  • Fixed login error when using non-English language on local machine.
  • Added support for Visual 7.1.2 on PO Acknowledgement and Pack list adding Entity Id and Site id columns to the grids.
V15.8.10.176
Aug 7, 2015
  • ACH Module: Added Hybrid Standard Entry Class Code to handle payments to Vendors (CCD) and Individuals (PPD) simultaneously. Included Review Records button for auditing purposes.
  • Global Search feature (CTP) -> Allows searching for keywords within pdf files
V15.12.02
(V15.12.02.195)
*Requires manual upgrade
Dec 2,2105
  • New settings window. Multiple new settings are now available. Upgrading to this version will require a manual process. Please contact BMS.
  • New mechanism for handling unique report template for each Customer id or Vendor Id.
  • New mechanism for attaching referenced documents to emails automatically for PO Acknowledgements (controlled by a setting within the PO Acknowledgements section).
  • New “Logic Extender” mechanism for adding any number of fields to the main grids within the PO Acknowledgements and Invoice windows.
  • New mechanism for checking available Outlook accounts in each local workstation (located under the Admin menu).
  • Upgraded the built-in SSRS reports engine to latest version published by Microsoft (2014).
  • Added drop-down filters for Site Id within PO Acknowledgements and Invoice windows (Visual 7.1 and up).
  • New mechanism for generating xml files based on Purchase Order and attached them to emails automatically.
V16.03
Mar 30, 2016
  • Added Non-Outlook client (Smtp).
  • Allow to reprint invoices (double-click on the "Printer By EVR" column).
  • Added mechanism to verify existing account within the local Outlook client.
  • Implemented EFT and IAT as Electronic Payment methods.
May 30, 2016
  • Improved Logic Extender adding a new Syntax Editor and support to generate html code directly from SQL query to be used as email's body. See Logic Extender
  • Any column available within each module's grid (default or added through the Logic Extender) can be used as part of the email's subject or body.
  • Added support for Html code to enhance email's body. Included template for Amazon-type Shipment Notifications.
  • Added email Cc and Bcc to settings for all modules for the Outlook and Non-Outlook (SMTP) clients.
  • Added a setting called "Attach PDF" file to allow excluding attachments when all the required information is contained within the email's body in Html format.
  • Added a button within the settings window to quickly test the Smtp email client.
  • Added Vendor Summary module.
July 7, 2016
  • Added new Smtp client settings.
  • Added ability to edit email addresses on the fly.
  • Added new replacement variables for Customer Statement module.
  • Improved screen layout for low resolution monitors.
V16.10
Oct 18, 2016
  • Added new setting to introduce a printing delay. Fixes document sorting problem while printing a large set of documents.
    Added new setting to enable logging. When enabled the app creates a log file within the Config folder (\99A9F-2C94F) that can be used for troubleshooting.
Feb 1, 2017
  • Added  new Application log: this is a mechanism for monitoring the tasks performed by the Paperless app and also for troubleshooting.
  • Added the ability to "Sort by any Column" contained in the main grids within Invoices and Purchase Order Modules.
  • Added new filtering capabilities within PO Acknowledgement module.
  • Added new filtering capabilities within Travellers module
  • Fixed Currency Symbol within Invoice, PO Acknowledgement, CO Acknowledgement, Customer Statement, Payment Notification modules for currencies other than dollar ($).
  • Improved visible name of email attachments
  • Enhanced support for html within text for email's body.
  • Added new mechanism for adding Document References in Visual within Invoices and PO Acknowledgement modules.
  • Added the ability to temporarily override the “Keep Emails Open for Final Review” within the Invoice module.
  • Custom modules
March 10, 2017
Introduced the Post Processor for executing Sql scripts such as Update or Insert on specific records after documents are processed by the Paperless app.
Sept 18,2017
Upgraded to Report Builder 2016.This change involves the Report Viewer component within the app and there is no need to change anything outside the Paperless with the exception of the external Report Builder designing tool. That said, the Paperless app keeps backward compatibility with older database platforms (Sql 2012, Sql 2008, Sql 2005) and SSRS report formats. Upgrading to Report Builder 2016 is only an option but not a requirement.
V18.12
Jan 10, 2018
 
V20.5
May 25, 2020
  • Added Single-SignOn
  • Added New configuration 'Group by Vendor Name' In Payments Notifications
  • Improved Click-ability of Hyperlinks in all modules
  • Improved Travellers
V21.3
Mar 10, 2021
  • Added new Wire-Transfers module
V21.5
May 20, 2022
  • Added Context Menu to all grids
  • Added Dashboards
  • Added RMA module
V22.3
Mar 10, 2022
V22.8
Aug 8, 2022
V22.12
Dec 20, 2022
V22.2
Feb 20, 2023
  • Added a new mechanism within the Invoicing module to detect wrong email addresses
V23.3
Mar 15, 2023
  • Added Site Id drop-down filter several modules
V23.7
July 17, 2023
  • Added Dunning Letters module
V23.8
Aug 7, 2023
  • Added Site Specific Smtp settings for all the modules
V24.8
Aug 1, 2021
  • Added support for Multi-Config Files
  • Improve handling RDL files