·       Acumatica: 42528 - Fixed issue with the taxes dialog not opening after all tax lines were deleted.

·       APFlow™: 40756 - Fixed issue that caused toast messages to clear too quickly when clicking the Reset for Edit button.

·       APFlow™: 47993 - Fixed issue where the contents of the APFlow Settings > Allocation Rules > Add dialog were too big for the dialog's container.

·       APFlow™: 48092 - Fixed issue with Invoice Entry search so filters are retained when changing document status and opening/closing the manager.

·       APFlow™: 49205 - Fixed issue with APFlow Reviewer approval limit so changing one field in APFlow Settings no longer clears all others.

·       APFlow™: 49409 - Fixed a bug where the Add popup menu for Rule builder was offset.

·       APFlow™: 49421 - Fixed issue with task index where the wrong columns were being saved from the lookup modal.

·       APFlow™: 49900 - Fixed issue where project manager name did not display under the selection field.

·       DocRoute™: 45267 - Fixed issue that caused DocRoute Event recipients to validate prior to clicking Save in DocRoute Settings. Grid naming issue was also corrected to include all three types of Events.

·       eCapture™ Mobile: 49514 - Fixed issue where documents added through eCapture but not yet indexed were not retaining document notes entered in the eCapture application.

·       pVault® Cloud: 39751 - Fixed issue where the Doc Search saved searches showed erroneous "Unsaved Changes" prompts when switching to other saved searches.

·       pVault® Cloud: 45739 - Fixed issue where the "Unsaved Work" prompt displayed for User Profile Settings even when no changes were made.

·       pVault® Cloud: 48116 - Fixed issue in User Settings so Time Zone and Date Format fields no longer revert to previous values on a second save.

·       pVault® Cloud: 48280 - Fixed issue where redundant tooltips for buttons within tables obstructed the table data.

·       pVault® Cloud: 49197 - Fixed issue with navigation colors so Global Settings now matches correct settings colors when its menu is expanded.

·       pVault® Cloud: 49408 - Fixed issue where the Widget Configuration dialog was missing styling.

·       pVault® Cloud: 49460 - Fixed issue where querying the worksheet endpoint with the same data sequentially was not producing viewable results.

·       Sage 100 Contractor: 49990 - Fixed issue with incorrectly formatted attachment URLs.

·       Sage Intacct: 49858 - Fixed issue with incorrectly defaulting a tax schedule for Advanced Tax when no schedule maps are configured and both contact and item tax group is blank.

For full details, please read the Release Notes by logging into pVault Cloud and clicking the Release Notes button in the upper right corner.

·       Acumatica: 48659 - Fixed issue with Acumatica API login limits by funneling sync calls through our blocking worker queue to ensure only one API call is made at a time.

·       APFlow™: 41310 - Fixed issue that occurred when an invoice was added through OCR, certain fields would revert back to the default after being updated.

·       APFlow™: 42893 - Fixed issue in Invoice Entry so that the Find Matching Receipts dialog check box options now persist in preferences and sync with the Credit Card Importer.

·       APFlow™: 44158 - Fixed issue where users would receive an error when trying to copy route templates.

·       APFlow™: 46747 - Fixed issue with Secondary Vendor Name saving to the database.

·       APFlow™: 47980 - Fixed issue where users were allowed to save a route event without an event type.

·       APFlow™: 48016 - Fixed issue where the wording was duplicated for one of the Proxy Users grids.

·       APFlow™: 48284 - Fixed issue where profile picture was not shown in Add Recipients section of Add/Edit Events screen.

·       APFlow™: 48458 - Fixed issue by repositioning the Accounting Date dialog title and subtitle to match the standard layout used across other dialogs in the application. When an accounting date is selected and the OK button is activated, the focus now moves to the button.

·       APFlow™: 48462 - Fixed issue where the incorrect success message icon was invoked when submitting an invoice for export.

·       APFlow™: 48655 - Fixed issue where field descriptions were not being shown for fields that had a description when applying invoice allocations.

·       APFlow™: 48682 - Fixed issue where the Do Not Pay invoice query required a selected user to enable, resulting in an empty queue unless manually refreshed.

·       APFlow™: 48755 - Fixed issue where users were not able to delete an invoice from the Do Not Pay queue.

·       APFlow™: 48786 - Fixed issue where Secondary Vendor field was not showing friendly description underneath field after picking a value. 

·       APFlow™: 48790 - Fixed issue where users would sometimes get an "Invoice must be approved" message when trying to export an invoice. Determined this happens because the invoice has already been exported. The message users now receive indicates that the invoice has already been exported. 

·       APFlow™: 48943 - Fixed issue by reworking the Add Task dialog with improved design, also resolved visual bugs and crashing issues for DocRoute users.

·       APFlow™: 49230 - Fixed issue so that Invoice Entry buttons' disabled state now updates correctly in response to changes.

·       APFlow™: 49238 - Fixed issue with not being able to check off approval alert within Invoice Entry if Require Approval Notes setting was set to false.

·       DocRoute™: 45290 - Fixed issue that allowed users to enter negative numbers into the default route sequence in DocRoute Settings. 

·       DocRoute™: 48288 - Fixed issue where Apply Templates button was incorrectly sized.

·       Paperless OCR™: 48677 - Fixed issue with OCR line processing that could trigger a duplicate key error when no invoice lines were OCR’d and default line values caused a new line to be automatically added during processing.

·       pVault® Cloud: 45684 - Fixed issue where viewing documents would not always add these documents to your recent history.

·       pVault® Cloud: 45957 - Fixed issue where the default user profile icon did not match the active theme.

·       pVault® Cloud: 47357 - Fixed issue where users would not always get correct results when searching for documents available to archive or purge when building an archive or purge set.

·       pVault® Cloud: 48020 - Fixed issue where the Add New Image description did not match the button tooltip when uploading a new profile picture in User Settings > Profile.

·       pVault® Cloud: 48024 - Fixed issue where the User Name field on the Bridge pages was missing a space between words.

·       pVault® Cloud: 48028 - Fixed issue that caused a lack of space between buttons and the Search/Filter fields when the screen width could not accommodate everything in a single row.

·       pVault® Cloud: 48032 - Fixed issue where clicking the Global Settings button did not take you to the first tab of the Global Settings navigation menu.

·       pVault® Cloud: 48040 - Fixed issue where the Item Name column in Release Notes was not showing the correct name when the page was exported.

·       pVault® Cloud: 48044 - Fixed issue where the Custom Stamps settings sections were not properly aligned.

·       pVault® Cloud: 48049 - Fixed issue where dragging and dropping a list item in a grid caused an auto scroll issue and the item being placed incorrectly.

·       pVault® Cloud: 48104 - Fixed issue where Routing Sequence cards had aspects that were unreadable in dark theme.

·       pVault® Cloud: 48145 - Fixed issue where long names overlapped with the dropdown chevron.

·       pVault® Cloud: 48292 - Fixed issue where some aspects of the date picker were unreadable in dark mode.

·       pVault® Cloud: 48296 - Fixed issue where Recent History ID and Date values were unreadable in dark theme.

·       pVault® Cloud: 48612 - Fixed issue where adding documents to a queue did not update as expected. 

·       pVault® Cloud: 48668 - Fixed issue with localization where the calendar showed incorrect first day of week and date shifting for UK users (en-GB); localization now respects User Settings. Also resolved off-by-one day error in date formatting when browser time zone is UTC+0 (London).

·       Reports: 47781 - Fixed issue in Unattached Receiving Tickets report whereby changing parameters were not reflected when running the report.

·       Reports: 48654 - Fixed issue with date sorting on AP Processor Entry Statistics Report.

·       Reports: 48800 - Fixed issue where math was one day off on Processor/Reviewer/Job/Vendor aging reports causing invoices to get grouped into the next date range one day early, i.e. invoices that were exactly 30 days old would get reported as 31-60 days old, invoices that were exactly 60 days old would get reported as 61-90 days old, etc.

·       Reports: 48864 - Fixed issue where the AP Invoice Drilldown Report GL Code lookup parameter did not return the correct values.

·       Reports: 48932 - Added Audit Logs when an invoice is rerouted through Approve Invoices.

·       Reports: 49400 - Fixed issue where GL Code parameter was not being honored when running the AP Invoice Drilldown Report.

·       Sage 100 Contractor: 49375 - Fixed issue with Server Agent syncing large lists.

·       Sage 100 Contractor: 49774 - Added an integration so Sage Paperless Construction Cloud is now available for Sage 100 Contractor, expanding our cloud platform to support Sage customers ready to modernize their AP workflows. Additional details on timing and eligibility will be communicated as they are finalized. For questions, please contact your Sage VAR or a Sage Paperless Expert.

·       Sage Intacct: 44451 - Fixed issue with invoice line quantities not honoring the decimal precision configured for the selected unit of measure.

·       Sage Intacct: 46830 - Fixed issue in Invoice Entry that allowed invoices to be coded to inactive items.

·       Sage Intacct: 48471 - Fixed issue with Invoice due date calculation based on term setup.

·       Sage Intacct: 48794 - Fixed issue where placing a bill on hold when only AP line types were present would not be able to be removed after approving the invoice if line types had been changed to commitment line types. The Intacct commitment module currently does not support hold functionality so this field is now deselected and disabled in this situation. 

·       Search: 48356 - Fixed issue where the Save icon was missing when modifying the saved search name in Document Search and Invoice Search.

·       Viewpoint Vista: 49198 - Fixed issue with the Commitment Worksheet where amounts from other invoices were not being included in the displayed totals.

For full details, please read the Release Notes by logging into pVault Cloud and clicking the Release Notes button in the upper right corner.

This month, we're recognizing these teams for their dedication, expertise, and commitment to helping customers succeed in every step of the way. 

One customer, Theresa Tran, Controller at Olson Steel, shared: 

"Things have been going well with Paperless. We truly appreciate the support and training that the Paperless team has provided to Olson Steel throughout our implementation and continued use of the system. We love the system and have had a great experience so far." 

Feedback like this highlights the impact our teams make every day. From onboarding and training to ongoing support, they help ensure customers feel confident using our solutions and achieving their goals. 

Thank you to our Implementation and Support teams for your hard work, dedication, and commitment to delivering an exceptional customer experience. 

Need assistance? Our Support and Implementation teams are here to help.

📧 support@paperlessenvironments.com
📞 1-225-218-4768

Now is a great time to reflect on the efficiencies and flexibility that AP automation brings to your organization. By streamlining invoice processing, simplifying approvals, and keeping documents at your fingertips, pVault® helps eliminate many of the frustrations that come with manual paper processes. 

Whether you're approving invoices from anywhere, quickly locating documents, or keeping your AP processes organized, pVault® helps your team save time and stay productive.  

As your business continues to grow, pVault® remains a powerful resource for keeping information accessible, workflows moving, and teams connected. This July, take a moment to appreciate the freedom that comes with a paperless process—and all the time and effort it saves along the way. 

Here's to working smarter, staying organized, and enjoying the benefits of automation all year long. 

You can join the Community by clicking the Request an Invite button on the main menu.

ClearToPay® is our upcoming compliance management solution, designed to help automate compliance tracking, making it easier, more organized, and more efficient.

We're excited to share more about ClearToPay®. Be sure to check out the Paperless Community Page for an exclusive first look at what's ahead.

If you're not compliant, you're not ClearToPay®.

With pVault® automated workflows, invoices and approvals continue moving seamlessly without relying on paper documents or manual follow-ups. Automated routing helps ensure invoices reach the right approvers quickly, reducing delays and keeping processes organized even when key employees are out enjoying their summer plans. 

For customers using our desktop solutions, ePortal™ provides secure remote access through a web-based portal, allowing approvers to review and approve invoices from virtually anywhere. For Cloud users, invoices can be reviewed and approved directly within your cloud environment, giving approvers the flexibility to keep workflows moving no matter where they are.

By leveraging these tools, your team can avoid bottlenecks, improve efficiency, and keep operations running smoothly throughout your summer months.

Make the most of your investment in pVault® this summer and keep approvals moving wherever work takes your team.

To learn more about ePortal, contact our Paperless Experts at expert@paperlessenvironments.com.  

You can join the Community by clicking the Request an Invite button on the main menu.

·       APFlow™: 42780 - Fixed issue where invoice deleted audit log was being written, but document deleted audit log was not when a user chooses to delete both the invoice and document within APFlow.

·       APFlow™: 45237 - Bank Accounts: Selection/deselection now works correctly, with a clear label when nothing is selected and checkbox selection decoupled from row selection.

·       APFlow™: 36422 - Fixed issue where entering an invalid value for a field reverts the field to its previous value, but the field description would no longer be correct. 

·       APFlow™: 47319 - Fixed issue where Invoice Entry quicklists did not use pagination functionality for proper sorting, filtering and pagination.

·       Credit Card Importer: 40701 - Fixed issue where invalid configuration messages were not always being shown to the user when configuring an APFlow Credit Card Import template.

·       Credit Card Importer: 38389 - Fixed issue where filtering and searching lines in Credit Card Importer kept the previously selected items.

·       Viewer: 42842 - Fixed issue with automatic snapshots when converting files to PDF.

·       pVault® Cloud: 47618 - Fixed issue where default sort for user role name was not in ascending order when first entering the User Role configuration page.

·       pVault® Cloud: 47619 - Fixed issue where list was not sorted by importer name when first entering the importer jobs listing page.

·       pVault® Cloud: 48004 - Fixed issue where navigation hover and selected hover states  were not distinct from the selected color.

·       Sage Intacct: 39651 – Fixed an issue where the 1099 field is editable on line items.

·       Sage Intacct: 41983 – Fixed issue where the discount amount on the Invoice Entry screen was incorrect based on term calculation method.

·       Sage Intacct: 43037 – Fixed issue with partial data sync when a user-defined dimension has a relationship set up.

·       Sage Intacct: 47972 – Fixed issue where full sync did not include certain records based on sort.

For full details, please read the Release Notes by logging into pVault Cloud and clicking the Release Notes button in the upper right corner.

·       Search - 47740 - Fixed issue where users were not able to search invoices within Invoice Manager.

·       pVault® Cloud: 48055 - Fixed issue where not all lines would be picked up by the routing rules when multiple lines applied to the same rule.

·       pVault® Cloud: 48115 - Fixed issue where users were unable to copy a vault.

For full details, please read the Release Notes by logging into pVault Cloud and clicking the Release Notes button in the upper right corner.