Spindle Document Management & Capture release notes

Version: 10.0

Release Date: 27/04/2022

Spindle Document Distribution

Major Additions:

  • Windows 11 / Server 2022 compatibility update (#60200, #56955, #60292)
  • SMTP Device - Support for anonymous access (#59057)

Bug Fixes:

  • Periods in archive file names causing .pdf extension to be stripped (#39278)
  • Apostrophes in Windows username causing error during processing (#39399)
  • ‘PDF to Spindle’ configuration does not support Windows environment variables (#54163)
  • User setup wizard is triggered each time a user logs in (#55796)
  • ##ATTACH displays warnings if no email operation is used (#60235)
  • SDC Attach processing incorrectly triggered by square bracket (#60237)

Version: 9.4

Release Date: 19/04/2022

Spindle Purchase Invoice Recognition

Major Additions:

  • Enhanced PO matching where multiple line items have the same Quantity & Unit Price (#58963)
  • Support for Screwfix Supplier invoices (#58964)

Minor Addition:

  • Support for Supplier Codes containing leading zeros (#59147)

Bug fixes:

  • Unable to move between pages in Web Verify if the document overlaps the paging option (#56915)
  • Cannot edit VAT Amount on the Project Analysis tab to resolve rounding errors (#58515)
  • Net Amount 4 not included in the Goods Value field validation on the Nominal Analysis tab (#57701)

Version: 9.3

Release Date: 25/02/2022

Spindle Purchase Invoice Recognition

Major Additions:

  • Ability to re-verify Purchase Invoice documents that have ‘Failed to Post’ or are flagged as ‘Discrepancy’ (#55439)
  • [Sage 200] Ability to view and amend VAT Codes in Web Verify (#55736)

Minor Addition:

  • [Eque2 Construct] Improved usability by hiding the Project Analysis tab in Web Verify (#55452)

Bug fixes:

  • Document Type field not clearing when confirmed in Web Verify (#57702)
  • Nominal Code field not clearing when confirmed in Web Verify (#56916)
  • [Sage 200] Spindle Document Capture integration into the Project Accounting module causes Sage 200 screens to freeze (#57088)
  • [Eque2 Construct] Purchase Invoices failing to post with error "The nominal data you specified on one or more of the invoice line items is different to the expected nominal from the purchase order line. “ (#58805)

Version: 9.2

Release Date: 03/12/2021

Spindle Purchase Invoice Recognition

Major Additions:

  • Ability to set a ‘Query Flag’ in Web Verify (#55428)
  • [Eque2 Construct] Ability to enter an ‘Internal Reference’ in Web Verify (#55427)
  • [Eque2 Construct] Purchase Invoices posted under the Construct User processing the document (#55431)

Version: 9.1

Release Date: 08/11/2021

Spindle Document Distribution

Major Additions:

  • New SMTP email device – improved compatibility and enhanced security. (#50798)
  • New Payment service - Draycir PayThem now included with your own Payment portal to view payment requests and payment status. Enable your customers to pay online instantly with Stripe and TranSafe payment providers. (#48868)

Version: 8.22.1

Release Date: 25/10/2021

Spindle Purchase Invoice Recognition

Bug fixes:

  • [Eque2 Construct] Purchase Invoices failing to post with error "The nominal data you specified on one or more of the invoice line items is different to the expected nominal from the purchase order line." (#56391)

Version: 8.22

Release Date: 09/09/2021

Spindle Purchase Invoice Recognition

Major Additions:

  • Introduced tooling to set-up and configure Spindle Purchase Invoice Recognition for Eque2 Construct (#51357)
  • Ability to forward emails with Purchase Invoice attachments to a monitored email address for automatic upload (#51624)
  • Introduced ‘Expected Qty’ in Web Verify against each line item (#53966)
  • Ability to configure a fallback Currency if it cannot be recognised from the Purchase Invoice document (#52066)
  • Introduced 'Load lines from Purchase Order' button on the line items table in Web Verify (#53441)
  • New tooling options to:
    • Enable/disable Spindle Approvals (#49640)
    • Enable/disable the clearing flag for the Document Type field in Web Verify (#51866)
    • Allow Purchase Order Numbers to be recognised when they are prefixed with other characters (#52109)
    • Configure Unit Price validation to exclude discount in Web Verify (#52698)
    • Remove zero Unit Price line items (#53240)

Bug fixes:

  • Unable to install prerequisite "Microsoft C++ 2010 redistribute package x86" (#55046)

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: 8.19

Release Date: 12/03/2021

Spindle Document Distribution

Major Additions:

  • Support for Gmail via Google Account sign-in (#50797)

Spindle Document Capture

Bug Fixes:

  • When scanning barcoded documents into the Document Portal, the barcodes are not recognised (#52662)

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: 8.16

Release Date: 16/12/2020

Spindle Document Distribution

Major Additions:

  • Improved stability of printing in Unattended Mode (#51019)

Bug Fixes:

  • Microsoft Account authentication error during processing when session expires (#51021)
  • Pre-requisites (Visual C++ 2013 & 2015) not detected by installer (#51022 & #51023)
  • Error retrieving the Spindle Document Distribution Licence details from the server (#51025)

Spindle Purchase Invoice Recognition

Major Additions:

  • Introduced tooling to set-up and configure Spindle Purchase Invoice Recognition for Sage 200 (#47494)
  • Ability to capture and process invoice attachments from emails (#47704)
  • Ability to amend VAT Codes in Web Verify for Invoices with Purchase Orders (#42065)
  • Added a new recognition rule to populate a supplier based on Order Numbers found on the invoice (#50800)

Minor Additions:

  • Web Verify to flag Invoice Numbers and Purchase Order Numbers that exceed the configured max length (#48873)

Bug Fixes:

  • Error when attempting to post a partial invoice for Free Text Line Items where confirmation is set to ‘not required’ (#49455)
  • Unable to open an invoice in Web Verify when the filename contains special characters e.g. “£” (#51136)

Version: 8.15

Release Date: 13/10/2020

Note: This version of Spindle Document Management will use Draycir’s online licencing service and will require an active internet connection. Please ensure you have been sent your activation code prior to the install as this will be required to activate the product.

Spindle Document Distribution

Major Additions:

  • Multi-factor authentication support via Microsoft Account, for Office 365 email users (#49388)

Spindle Document Capture

Bug Fixes:

  • Unable to print a barcode using the command line API (#47160)

Spindle Purchase Invoice Recognition

Major Additions:

  • Ability to send a Purchase Invoice Approval request to the user that created the Purchase Order in Sage 200 (#39281)

Bug Fixes:

  • The Verify and View buttons are not available to select on the Document portal - Recognition tab (#49766)

Version: 8.13

Release Date: 29/06/2020

Spindle Purchase Invoice Recognition

Major Additions:

  • Compatibility and integration with Eque2 Construct(#45695)
  • Ability to open Web Verify without a user log in(#45696)
  • Configuration options to handle variances between Purchase Order and Purchase Invoiceline item Net Amounts(#43206)

Bug Fixes:

  • Intermittent ‘Failed to Post’ error when a Purchase Invoice contains Project Analysis data(#46471)
  • ‘Failed to Post’ error–‘Unable to retrieve accounting period for posting invoice’ (#46515)
  • Web Verify incorrectly shows a ‘Project Code & Cost Item Code do not match’ error(#46512)

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)

Version: 8.8.1

Release Date: 18/12/2019

Server Version: 8.8.1.0

Client Version: 8.8.0.18

Spindle Purchase Invoice Recognition

Bug Fixes:

  • Purchase Invoices not being detected as duplicates when option to ‘post into closed or future periods’ has been set to ‘EarliestOpen’. (#40878)

Version: 8.8

Release Date: 13/09/2019

Server Version: 8.8.0.21

Client Version: 8.8.0.18


Spindle Document Distribution

Major Additions:

  • Support for browsers to download directly into the “PDF to Spindle” monitored folder (#37578)


Spindle Document Capture

Major Additions:

  • Support for capturing and viewing documents across multiple instances of Sage 200c (#33614)
  • Support for adding users across multi-domain environments including:
    • All domains in a forest (that share the same root parent)
    • Multiple domains with external trusts
    • Multiple domains with forest trusts
      (#30804)

Bug Fixes:

  • The Spindle Document Capture Windows service user is not retained on upgrade (#34870)
  • Unable to remove a newly created Associated Data Item in the Spindle Document Management Server Administration tools (#34860)
  • Error when printing a barcode for a newly created Document Type (#36616)


Spindle Purchase Invoice Recognition

Major Additions:

  • Ability to re-post failed Purchase Invoices from the Document Portal (e.g. after updating missing GRNs) (#32876)

Version: 8.7

Release Date: 03/07/2019

Server Version: 8.7.0.9

Client Version: 8.7.0.9

Spindle Document Distribution

Bug fixes:

  • Unable to print documents from Crystal Reports (#35394)
  • If the 'PDF to Spindle' service is set to automatic startup, documents are not processed after the machine has been restarted (#36208)

Spindle Document Capture

Minor Additions:

  • Document Search and API performance improvements (#35144)

Spindle Purchase Invoice Recognition

Major Additions:

  • Introduced options for handling invoices dated in closed/future periods (#26590)

Version: 8.6

Release Date: 17/05/2019

Server Version: 8.6.0.2

Client Version: 8.6.0.6

Spindle Document Distribution

Major Additions:

  • ‘PDF to Spindle’ now auto detects the page size and orientation per document (#35041)

Minor Additions:

  • Introduced an “unprocessed” folder within the ‘PDF to Spindle’ monitoring directory to handle documents that fail processing (#35002)
  • Notification area now provides notifications and status for ‘PDF to Spindle’ (#33612)

Bug fixes:

  • After upgrading, the ‘PDF to Spindle’ user interface cannot be opened (#33213)

Spindle Purchase Invoice Recognition

Major Additions:

  • Nominal Analysis is now available to view and amend when verifying Invoices with Purchase Orders (#29726)
  • The ‘Spindle Document Recognition Post Agent’ now supports the ability to match against Additional Charge Items on Purchase Orders in Sage 200 (#33239)