Spindle Document Management release notes

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 Distribution


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)

Version: 8.4.1

Release Date: 29/03/2019

Server Version: 8.04.0.2


Client Version: 8.04.1.0


Major Additions:


  • Enhanced support for the processing of PDF files through Spindle Document Distribution via the ‘PDF to Spindle’ feature (#31471)

With PDF to Spindle, you can drop or have your application save PDF files (or zip file containing PDFs) into a monitoring directory. PDF to Spindle then processes the files retaining the integrity of all commands, allowing Spindle Document Distribution to process and distribute your PDF documents with ease.

Version: 8.3.1

Release Date: 18/02/2019

Server Version: 8.03.1.0


Client Version: 8.03.0.10


Spindle Document Distribution


Bug fixes:


  • Criteria issue on database update causing previously disabled criteria statements to become active (#32443)

Version: 8.3

Release Date: 08/02/2019

Server Version: 8.03.0.6


Client Version: 8.03.0.10


Spindle Purchase Invoice Recognition


Major Additions:


  • The ‘Spindle Document Recognition Post Agent’ now supports the ability to match against Free Text Items on Purchase Orders in Sage 200 (#30655)
  • Server-side improvements to reduce memory usage (#28785)

Spindle Document Distribution


Bug Fixes:


  • Criteria does not support blank values (#32295)

Version: 8.1

Release Date: 07/01/2019

Server Version: 8.01.0.32


Client Version: 8.01.0.24


Spindle Document Capture


Major Additions:


• Compatibility with Spindle Purchase Invoice Recognition (#30987)


Minor Additions:


• Renaming Pending Tray and shortcut from Pending Tray to Document Portal (#30332)


• Document Name change on transaction document types to include the transaction reference on fresh installs (#30331)



Spindle Document Distribution


Major Additions:


• Ability to print with redirected printers when using Windows Default Printer (#30896)


• Addition of new criteria design to support more than 3 conditions in criteria (#24837)


• Addition of new ##OVERFORM and ##FORM commands to dynamically specify the position of backdrop forms above or below (#30966)


• Added new command SPUSERWEBSITE for inserting the user's website into configuration settings within SDD Tools (#30967)

Bug Fixes:


• User setup wizard closes unexpectedly when configuring MS Exchange email device (#26472)

Version: 7.04.35

Release Date: 17/10/2018

Server Version: 7.4.35.1
Client Version: 7.4.35.2


Spindle Document Capture


Major Additions:


  • Support for Sage 200cloud Summer 2018 Enhancement

Version: 7.04.25

Release Date: 17/08/2018

Server Version: 7.4.25.3

Client Version: 7.4.25.10


Bug Fixes


  • Better support for embedded fonts (#25234)

Version: 7.04.15

Release Date: 23/07/2018

Server Version: 7.04.15.29
Client Version: 7.04.15.30


Spindle Document Distribution


Major Additions:


  • WorldPay payment provider added to Spindle PayThem. Enable your customers to pay you via the WorldPay payment portal (#7095)

Note:


  • A separate PayThem licence key will be needed in order to use this feature. Please contact Draycir for a PayThem licence key.
  • A new Worldpay Account ID will be needed. Please contact Draycir for more information.
  • PayThem advanced option “location to find commands”. Now external data can be used with PayThem services (#23675)

Bug Fixes:


  • Copy of Document Operations caused any barcodes to be linked across all copied operations. This meant that any changes to a single barcode would also change the barcodes in all the copied operations (#5363)

Version: 7.04.07

Release Date: 05/03/2018

Server Version: 7.04.7.9
Client Version: 7.04.7.19


Major Additions:

  • Integration into new invoicing module for Sage 200c (#17247)
  • Integration into new ‘Enter Rapid Purchase Invoice’ screen in Purchase Ledger module for Sage 200c (#14630)

Version: 7.04.04

Release Date: 01/12/2017

Server Version: 7.04.4.3
Client Version: 7.04.4.4


Spindle Document Distribution


Bug Fixes:


  • Sage 200c (2017) compatibility fix for Sage 200 Archive(13721)
  • Application integration update for Sage 200C (14901)
  • Fix for multiple CFG commands (12569)
  • Fix for retaining user settings on upgrade (15196)

Version: 7.04.03

Release Date: 25/08/2017

Spindle Document Distribution


Major Additions:


  • Support for Sage 50c (v24) (PBI12618)
  • Support for Sage 200c 2017
  • Support for Credit Hound v6

Minor Addition:


  • Support for Sage CRM 7.3, 2017 R1, 2017 R2 & 2017 R3(PBI4992)

Bug Fixes:


  • Fixing CH licence check (for CH V6) (PBI12636)
  • Uploading documents to SharePoint fails when metadata contains an ampersand character (PBI6167)


Spindle Document Capture


Major Additions:


  • Support for Sage 200c 2017 (PBI12520)



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