Spindle Purchase Invoice Recognition release notes

Version: 8.21

Release Date: 07/07/2021

Spindle Document Distribution

Major Additions:

  • Support for SYSPRO 8 2020 R2 and above – Server-Side Printing (#53288)

Note:

  • During the installation or upgrade, please ensure the Primary Application is set to ‘SYSPRO’
  • Please ensure the appropriate SYSPRO 8 Hotfix has been applied:
    • SYSPRO.8.2020.R2.KB8060741
    • SYSPRO.8.2021.R1.KB8070260

Bug Fixes:

  • SharePoint device does not support TLS v1.2 (#54144)
  • In some instances, PDF files saved from browsers or Adobe Reader are not detected by ‘PDF to Spindle’ (#54147)

Spindle Purchase Invoice Recognition

Major Additions:

  • [Eque2 Construct] Support for Lump Sum Orders to automatically load line items from Purchase Orders (#53774)

Bug Fixes:

  • [Eque2 Construct] Company Name Variations not being synchronised (#53320)
  • [Eque2 Construct] In some instances, the Invoice Date is set incorrectly in Construct (#53369)

Version: 8.20

Release Date: 30/03/2021

Spindle Purchase Invoice Recognition

Major Additions:

  • Ability to process Purchase Invoices for Direct Delivery orders (#50259)
  • Ability to configure how Purchase Invoices are processed against unauthorised Purchase Orders (#52092)
  • Improved usability by removing ‘Completed’ lines from the Purchase Order line-item search in Web Verify (#48109)

Bug fixes:

  • Received quantity being flagged in Web Verify for Additional Charge line items (#52888)
  • When adding a line item position manually in Web Verify, the VAT Rate and VAT Code do not auto populate from the Purchase Order (#52933)
  • Goods Value on Project Analysis tab shows validation error due to rounding (#52935)

Version: 8.18

Release Date: 22/02/2021

Spindle Purchase Invoice Recognition

Major Additions:

  • Ability to enter Transaction Analysis codes when verifying documents (#48112)

Minor Additions:

  • Ability to update the Project Analysis ‘Narrative’ when verifying documents (#50203)
  • Introduced an option to enable/disable the line item ‘Received’ column in Web Verify (#51653)
  • Improved usability by removing ‘Comment lines’ from the PO line-item search in Web Verify (#48588)
  • [Eque2 Construct] Set ‘Contract Number’ on Purchase Invoice when posting into Construct (#51811)

Version: 8.17

Release Date: 28/01/2021

Spindle Purchase Invoice Recognition

Major Additions:

  • Introduced 'Received' quantity in Web Verify against each line item (#48110 & #50367)
  • [Eque2 Construct] Added 'Contract Number' from Construct as metadata in Spindle Document Capture against the archived Purchase Invoice (#50368)

Version: 8.11.1

Release Date: 12/05/2020

Spindle Document Distribution

Major Additions:

  • TLS v1.2 compatibility for Microsoft Exchange email device (#43498)

Spindle Document Capture

Major Additions:

  • Integration into the Sage 200 Project Accounting module (#34746)

Bug Fixes:

  • In the Document Portal, the tag entry field disappears when tags are added that span over a single line (#42553)
  • Document count does not update on the View Order screen when:
    • Multiple Sales Orders are selected from the Sales Orders List
  • Multiple Purchase Orders are selected from the Purchase Orders List (#37888)
  • Document Capture controls are hidden on Sage 200 screens that contain other third-party add-ons (#42554)
  • Unable to Drag and Drop attachments from an email into the Document Portal after a Microsoft Office update – Version 2004 - Build 12730.20236 (#46495)

Spindle Purchase Invoice Recognition

Major Additions:

  • Support for Project Analysis (#28318)
  • Support for multiple purchase orders on a single Purchase Invoice (#20578)
  • Purchase Order data is now available within Approvals (#37133)

Minor Additions:

  • Nominal Analysis data now included as associated data when archiving a Purchase Invoice document into Document Capture (#42552)

Bug Fixes:

  • ‘Invoices with no Purchase Orders’ post into Sage 200 when the supplier in ‘On Hold’ (#25167)
  • Documents fail to post when 3-way matching is enabled in Sage 200, but Free Text Line Items are set to ‘Confirmation not required’ (#43880)