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.

·       APFlow™: 8056 - Added Invoice Allocations and Allocation Rules. Allocations can now be set up to capture coding applied to reoccurring invoices. These allocations can then be applied within invoice entry to expedite coding of these invoices. Allocation Rules can also be configured and run from invoice entry to determine when preconfigured allocations should be applied to the current invoice. Both of these features can be configured under the APFlow Settings menu.

·       APFlow™: 37516 - Fixed issue where the "Add Field" button on the APFlow Settings > Entry Fields page was clickable prior to the vault being bridged.

·       APFlow™: 41417 - Fixed issue that caused check box data to disappear from its corresponding column when lines were copied in the Invoice Detail Line grid. Now, "True" or "False" display clearly in the grid instead of empty values.

·       APFlow™: 42483 - Fixed issue that caused a header only APFlow routing rule to cause an error.

·       APFlow™: 44462 - Fixed issue with PO validation so invalid entries now show an error without automatically clearing or replacing the value with the first PO from the QuickList.

·       APFlow™: 46672 - Fixed issue where unnecessary time zone offsets were being applied, causing the invoice date in the queue to be different from the date entered on the invoice.

·       Reports: 36260 - Added ability to send scheduled reports to multiple recipients within the same scheduled report configuration.

·       Reports: 39744 - Added ability to configure dynamic date parameters such as Month Begin, Month End, and Current Date to scheduled report configuration.

·       Reports: 40184 - Fixed issue that caused scheduled reports not to be received at the expected time due to incorrect date format in one of the report parameters.

·       Reports: 45339 - Fixed issue that caused scheduled reports that have sub reports not to run.

·       pVault® Cloud: 33471 - Added new light and dark mode themes. Reworked many pages of the application to follow consistent look and feel throughout. Enhanced the overall aesthetics of the application.

·       pVault® Cloud: 34952 - Fixed issue with notification indicators for queues and AP Exports.

·       pVault® Cloud: 42559 - Fixed issue with license messages.

·       pVault® Cloud: 42581 - Added new online help section that features more content as well as a search feature for better finding help documentation.

·       pVault® Cloud: 43025 - Added ability to configure index types and backfills to system lists. System lists are lists against data within the system such as users, processors, vaults, secondary vendors, etc.

·       pVault® Cloud: 43973 - Added matched receipts report within Credit Card Importer In Progress invoices view so users can quickly determine which lines for in progress invoices have matched receipts.

·       pVault® Cloud: 45683 - Fixed issue with selecting multiple check boxes on the Vault Settings > Queues page so that multi-selection functionality is distinct from using single selection to view the OCR Workflow Settings panel.

·       pVault® Cloud: 46831 - Fixed issue with searching single index dates.

·       pVault® Cloud: 46834 - Fixed issue where deleted documents would still display in the Matched and Suggested Matches sections of Document Match dialog. 

·       Credit Card Importer: 44186 - Fixed issue where users would not receive an error message if template was mapped to invalid line type values when attempting to import.

·       Credit Card Importer: 45464 - Fixed issue where an import with the requirement of matched receipts would fail if the first invoice of a group of invoices did not have matched receipts.

·       Indexer: 44281 - Fixed issue where index paging options went away when choosing document type.

·       Global Settings: 44358 - Fixed issue where the Global Settings > Users page temporarily displayed old information after being updated if the user saved changes then returned to re-edit the page.

·       DocRoute™: 45249 - Fixed issue on the DocRoute Settings >Tasks page where the Unsaved Changes warning did not reliably display when leaving the page.

·       Sage Intacct: 36571 - Fixed issue where "Place this bill on hold" check box value would not show up in column headers in the Approve Invoices header grid. 

·       Sage Intacct: 45288 - Fixed issue with AR Invoice Check list not syncing due to one or more payments not tied to an invoice.

·       Viewpoint Vista: 46657 - Fixed issue with split line not handling taxes correctly.

·       Viewpoint Vista: 46770 - Fixed issue with Pay Type not defaulting on PO lines as Pay Category is changed.

·       Acumatica: 47325 - Fixed an issue where invoices could not be routed due to an invalid project manager by disabling validation for this field.

·       Acumatica: 47603 - Fixed issue with syncing Vendor Location list.

·       Search: 47411 - Fixed issue where exporting search results for invoices was not correctly sending the searchType parameter in the request.      

·       Paperless OCR™: 47433 - Fixed issue where the OCR logic failed to switch vaults when vault mapping was in place.

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

·       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