·       Fixed issue that caused spinning during login.

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

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

Archiving Documents

Take a moment to review how invoices and supporting documents are stored. Consistent naming conventions and proper indexing make it much easier to locate documents tied to vendors, projects, or invoices.

Review User Permissions

As teams grow and change, user access can become outdated. Make sure employees only have access to the documents and workflows relevant to their role to keep your system secure and organized.

Optimize Your Workflows with the Routing Rule

Running the Routing Rule Setup Report enables you to easily identify which reviewers are assigned to each routing rule within a vault. This clarity helps pinpoint bottlenecks, verify routing accuracy, and streamline workflows, ensuring that documents move through the approval process more efficiently.

Your Routing Rule Guide

A little spring cleaning in your AP system can go a long way by helping keep your system organized, secure, and running efficiently. For more in-depth guidance, visit the Knowledgebase & FAQs page and Tips & Tricks video section anytime to continue learning and keeping your system running smoothly all year round!

• Viewpoint Vista: 46283 - Fixed issue where Phase lookup did not include phases added directly to the job but not present in the standard phase list.

• Viewpoint Vista: 46326 – Fixed issue where commitments with tax were not defaulting the gross amount to the pre-tax amount.

• Viewpoint Vista: 46330 - Fixed issue where the overall commitment check was not honoring the advanced bridge setting “ABS Include Tax in Commitment Checks on Non-Received Items.”

• Payment Manager: 46334 - Fixed issue where Payment Manager displayed invoices for a check with same number but different bank account.

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

• Sage Intacct: 43568 - Fixed issue where Tax Solution did not allow editing the Taxable flag when the Intacct Purchasing Transaction Definition was configured with line item tax override.

• Sage Intacct: 45049 - Fixed issue with the Tax Rate not honoring the correct decimal point precision.

• Sage Intacct: 45109 - Fixed issue where the Tax Solution did not default the Taxable flag from the Item configuration when the commitment used to create the invoice was not configured with tax.

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

Please be informed that Xtracta will be performing scheduled maintenance on the Xtracta public cloud servers on:

Saturday, March 14, 2025, 19:00 - 21:00 UTC

(Sunday, March 15, 2025, 08:00 - 10:00 NZDT)

During this maintenance window, we will be rolling out an update that introduces several new features and resolves known issues.

What to expect:

• Brief service interruptions may occur as systems are restarted

• Full functionality will resume immediately after maintenance is complete 

• No action is required on your part

• APFlow™: 43567 - Fixed issue where line grid data would not always update properly when a header change triggers line changes on multiple lines at once.

• APFlow™: 43596 - Fixed caching issue with the view matched receipts dialog to ensure the correct image always shows when viewing receipts on a line.

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

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

• Acumatica: 44084 - Added support for the Acumatica 2025 R1 Project field changes, including updates related to the deprecation of the Require Single Job Per Document setting.

• APFlow™: 42008 - Fixed issue where users would receive an error when changing a job line to an expense line and then trying to approve the invoice.

• APFlow™: 43436 - Fixed issue where invoices in the Failed to Export status did not have the Approval Alert check box selected for the assigned processor to that invoice.

• APFlow™: 43437- Fixed issue where users were unable to reorder detail fields.

• APFlow™: 43531- Fixed issue where users would not be able to hold or release a hold on an invoice they previously approved.

• APFlow™: 44139 – Fixed issue where if a user cleared out Subcontract or PO tolerance value to a non-numeric value on the Bridge Settings page it would cause an error.

• Credit Card Importer: 39704 - Added missing Firefox patch for saving edited information.

• Search: 42938 - Fixed opening documents to print from the Retrieve Documents page issue where the preview screen no longer auto closes.

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

Upgrade to the full capabilities of pVault® to manage overhead and purchase order invoices seamlessly within pVault®. Enter, route, approve, and export purchase orders and invoices directly through an integrated RFMS-bridged vault, eliminating the need for workarounds.

With RFMS Purchasing enabled, invoice lines are seamlessly pulled from POS, capturing item numbers, quantities, and amounts. Teams have the power to compare unit costs whenever necessary and export data effortlessly. Advanced reporting now provides detailed insights on purchase order lines, while AI-powered Paperless OCR accelerates the coding process by effortlessly capturing data from scanned invoices.

And it doesn’t stop at AP ➡️ RFMS Dispatcher for eForms™ integrates with SchedulePro to autofill job data and automatically routes forms to crews before they arrive onsite, keeping field and accounting teams aligned.

The result? One powerful platform for AP workflow automation, document management, and field collaboration, fully integrated with RFMS.

Ready to upgrade your pVault® experience? Reach out to a Paperless expert at expert@pvault.com or call 866-370-0877 to learn more.