Detailed Changelog for Continia Document Capture 2021 R2

This article lists all new features and bug fixes for each version of Continia Document Capture 2021 R2.

Important

This version of Document Capture is no longer supported. As a consequence of this, Continia will no longer correct any errors appearing in this version, and no further service packs relating to the version will be released. For supported versions of Document Capture, see Software Lifecycle Policy and Continia Document Capture On-Premises.

Tip

As a Continia partner, you can be notified of new Document Capture versions and service packs whenever they're released. To sign up for this service, go to this page in the Continia PartnerZone (only available to partners).

Document Capture 2021 R2 Service Pack 6

Released: June 19, 2023
App version: 8.6.0
FOB version: 8.06

New or changed functionality

Functional areaDescriptionID
Platform and
Technology
The Continia Web Approval Portal has been updated to version 1.27.3.                                                45904

Bug fixes

Functional areaDescriptionID
Document and TemplatesWhen recognizing fields in an XML purchase document with an embedded file where the file name contained a dot character and did not have a file extension, the following error occurred:
  • The length of the string is <String Length>, but it must be less or equal to 30 characters. Value: <File name>
Now, MimeType (MimeCode) will be used to identify the file type if the file type exceeds 30 characters or, for any other reason, can't be identified.
44535
Document and TemplatesWhen moving a document from Documents (UIC) to the active company and the template was set to Register Documents Automatically in the Template Card, the following error occurred:
  • The following C/AL functions are limited during write transactions because one or more tables will be locked. Form.RunModal is not allowed in write transactions. Codeunit.Run is allowed in write transactions only if the return value is not used. For example, 'OK := Codeunit.Run()' is not allowed. Report.RunModal is allowed in write transactions only if 'RequestForm = FALSE'. For example, 'Report.RunModal(...,FALSE)' is allowed. XmlPort.RunModal is allowed in write transactions only if 'RequestForm = FALSE'. For example, 'XmlPort.RunModal(...,FALSE)' is allowed. Use the COMMIT function to save the changes before this call, or structure the code differently.
44947
Document and TemplatesAfter moving a document to another company, the preview was not shown for documents created from XML files.
45473
Document and TemplatesWhen having two XML Master templates with the same XML Identification Template and selecting Recognize Fields on an XML document, the following error occurred:
  • The following C/AL functions are limited during write transactions because one or more tables will be locked. Form.RunModal is not allowed in write transactions. Codeunit.Run is allowed in write transactions only if the return value is not used. For example, 'OK := Codeunit.Run()' is not allowed. Report.RunModal is allowed in write transactions only if 'RequestForm = FALSE'. For example, 'Report.RunModal(...,FALSE)' is allowed. XmlPort.RunModal is allowed in write transactions only if 'RequestForm = FALSE'. For example, 'XmlPort.RunModal(...,FALSE)' is allowed. Use the COMMIT function to save the changes before this call, or structure the code differently.
45710
Document and TemplatesWhen recognizing template fields with Data Type set to Lookup, the following error occurred in the Document Journal:
  • The length of the string is <String Length>, but it must be less than or equal to 100 characters. Value: <Field Value>
45863
Document and TemplatesThe attachments were unintentionally deleted when a document was moved to the unidentified company and later moved to another company.
47106
Document ApprovalWhen using Send Status email to Approvers, emails were not sent to shared users when setting Forward Emails in the Approval Sharing.
46926
General ApplicationWhen Use Cloud OCR is false, and when using the same file path for PDF File Path for OCR, File Path for OCR-processed files, or XML File Path, the following error is shown:
  • [FieldCaption] ([FilePath]) must not be equal to [FieldCaption].
44380
General ApplicationWhen accessing the Vendor Card page in the Belgian and Austrian localization without a Document Capture XML license, the following error was shown:
  • You do not have permission to read the Vendor Identifiers table.
46062
General ApplicationExpanded the progress text variable from 30 to 100 chars in the Storage Migration Status page to prevent the below error in setups with a large number of documents pending migration:
  • The length of the string is <Number>, but it must be less than or equal to 30 characters. Value: <Number> documents are remaining.
    Page View - Storage Migration Status has been closed.
46765
Platform and TechnologyFixed an issue in the Document Header fields subpage, where the cursor would return to the field having focus (field 1) instead of the field clicked with the mouse (field 2). This issue occurred when 
  • the value in the field having focus (field 1) was updated and
  • the keyboard input validation (in field 1) was triggered by clicking another field (field 2) in the list with the mouse.
41837
Purchase DocumentsWhen capturing a valid IBAN more than 30 characters long into the Vendor Bank Account No. header field, the following error comment was added to the document.
  • Vendor Bank Account No. is not correct.
44418

Document Capture 2021 R2 Service Pack 5

Released: January 20, 2023
App version: 8.5.0
FOB version: 8.05

New or changed functionality

Functional areaDescriptionID
Country and RegionalThe NLB language has been added to page 138 Posted Purchase Invoice in the Belgian localization.43269
Document and TemplatesThe Comment field has been added to page 6085600 - CDC Document List With Image and page 6086074 - CDC Delegated Documents List.40280
Document and TemplatesThe following comment is now configurable:
  • This document may contain pages that belong to another Source ID.
43142
General ApplicationAdded validation code to the EWS Client Secret field on the CDC Document Category table to prevent common input mistakes.42452
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00)
26926
Platform and TechnologyWhen pressing Export Attachments on the MenuSuite in NAV 2013 or NAV 2013 R2, the following error occurred:
  • Object of type Report with id 6085588 could not be found.
38484
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.26.143356

Bug fixes

Functional areaDescriptionID
Country and RegionalCorrected the following German's welcome mail texts when exporting users to Continia Online:
  • "Sie wurden als Benutzer für Continia Online" is changed to "Sie wurden als Benutzer für Continia Online eingerichtet."
  • "Ihr Konto wurde bereits aktiviert und Sie können auf Continia Online unter <URL>" is changed to "Ihr Konto wurde bereits aktiviert und Sie können auf Continia Online unter <URL> zugreifen."
38320
Document and TemplatesWhen a document is registered and re-opened, document validation has been added to ensure that the auto-match process is correctly triggered again.24415
Document and TemplatesDuring document registration, Unit Cost, Line Discount %, Line Discount Amount, and Line Amount were re-calculated on the purchase line when the Unit of Measure Code on the document line was different from the Base Unit of Measure on the Item Card or Resource Card pages.26491
Document and TemplatesWhen selecting the Accounts for Amounts action for a document without a template assigned, the list contained all existing posting setups for all templates in the database.

The Accounts for Amounts action is now disabled when a document does not have a template assigned yet.
30471
Document and TemplatesFor master template fields with Data Type Lookup, the predefined value in the formula field is now populated when a template is created from the master template.
39397
Document and TemplatesWhen creating a new template field, special characters are preserved for the following template fields:
  • Dimension fields.
  • PAYMENT-ID field. The field is available in all localizations in XML templates OIOUBL, OIOXML, and KØB-DK (Danish localization only).
39552
Document and TemplatesWhen an identification field contained multiple words (e.g. Vendor Name = "My Supplier"), the right template was not found in some situations.39594
Document and TemplatesIn Dynamics NAV versions 3.70 to 6.10 classic client (3.70 to 2009 R classic client), the Attachments action under the Document button on the Document List With Image form has been removed as it was added there by mistake.40328
Document and TemplatesThe feature that copies an existing vendor template from a different company is no longer case-sensitive for the vendor name field. Note that the user must have access (permission), and Document Capture must be activated in the companies involved.40675
Document and TemplatesWhen using the Recognize Fields action and recognizing lines, and having a line field with a long field code, the following error occurred in some situations:
  • The length of the string is <Lenght of field>, but it must be less than or equal to 20 characters. Value: <Template Field Code value>
40971
Document and TemplatesWhen registering a document and Continia Payment Management was installed, the following error could occur:
  • Field CPM Preferred Bank Account Code (6216183) of table Purchase Header (38) is obsolete, reason: Field name is too long.
42272
Document and TemplatesThe Max. Variance Amount Allowed (LCY) field on the Template Card was incorrectly updated when updating on the master template.42341
Document and TemplatesIn some situations, the document comment shown below could be displayed multiple times in the document comment section.
  • WARNING: Amount Incl. VAT ([Amount Incl. VAT]) does not match the rounded amount ([Rounded Amount Incl. VAT]) calculated using Invoice Rounding Precision and Invoice Rounding Type configured for [Currency Code].
42952
Document and TemplatesWhen adding a vendor with a name longer than 50 characters to Excluded Sources on the Document Category, the following error occurred:
  • The length of the string is <Text length>, but it must be less than or equal to 50 characters. Value: <Vendor Name>.
42995
Document and TemplatesLine recognition without captions has been improved.  Before, document lines without header captions were not recognized across similar documents. Now, the lines are recognized when the line columns are in the same position within the vertical and horizontal margins in the document.43083
Document and TemplatesWhen looking up using the Template List page, search texts for the current template were not shown.43471
Document and TemplatesCorrected a spelling mistake on the Category card. The field caption "TIFF Image Colour Mode" was changed to "TIFF Image Color Mode".43522
Document and TemplatesWhen creating a template using the "Create/Select Template..." action, the fixed value or formula field for lookup fields was not transferred to the created template.43931
Document ApprovalWhen setting a date or boolean filter on advanced approval groups, the following error occurred:
  • It is not possible to set [Value] to [Data type].
Now, it is possible to filter with dates and booleans.
34602
Document ApprovalThe performance has been optimized when running the CDC Purch. Approval Entries page.41956
Document ApprovalThe handling of number filters in Advanced Approval Groups has been improved.
42579
General ApplicationThe Export Attachments report did not include any additional files even when the Export Related Documents option was populated.
34791
General ApplicationWhen sending status emails, the following error occurred in some situations:
  • You do not have the following permissions on the TableData CDC App. Reminder E-Mail Setup: Read.
41037
General ApplicationAs the XML Attachments document category (XMLATTACH) is only to be used for automatically saving the files embedded in an XML Document, this category is now filtered out from all the Drag and Drop Categories pages. 
41233
General ApplicationAllow Force Registration was not copied to other companies when you, in the User Setup by Company in the Continia User page, granted the user access to another company.

Export User is now hidden in the Continia Users List page when the web approval portal is not configured in any company.
41724
General ApplicationWhen renaming a record in a table where the primary key was Time, BigInteger, or DateTime, the following error occurred:
  • Field Type '<Field Type>' not supported as a key value.
42899
Order & Receipt MatchingIn the Invoice Matching page when splitting a line on a purchase order, Status is now set to Open, in order to avoid following error:
  • Status must be equal to 'Open' in Purchase Header: Document Type=<Document Type>, No.=<Document No.>. Current value is '<Current Status>'.
21769
Order & Receipt MatchingAn error message was shown when performing a manual match and typing in a negative Direct Unit Cost (Invoice) or negative Direct Unit Cost (Cr. Memo).

The following message was shown if the document was matched to a receipt or an order:
  • Direct Unit Cost (Invoice) must be positive.
And the following message was shown if the document was matched to a return shipment or return order:
  • Direct Unit Cost (Cr. Memo) must be positive.
Now, there is no limit when manually changing Direct Unit Cost values.
39210
Platform and TechnologyThe Document Nos. is now validated for characters that either the file system or Azure Blob Storage does not support. This validation occurs when setting the document number series and when importing documents.39545
Purchase DocumentsPayment Reference is now updated on Danish FIK 75.38424
Purchase DocumentsThe Pay-to Name field in the CDC Purch. Allocation Header table has been extended from 50 to 100 characters.41575

Document Capture 2021 R2 Service Pack 4

Released: September 26, 2022
App version: 8.4.0.0
FOB version: 8.04.00

New or changed functionality

Functional areaDescriptionID
Documents and TemplatesAdded support for line translation for the sales category using the GTIN field on the Item.
24082
Documents and TemplatesFor the Danish localization (DK), the following three new template fields have been added to the PEPPOL3 template to support FIK numbers.
  • Vendor No.
  • PaymentID 
  • FIK
32731
Documents and TemplatesThe following comments have been made configurable:
  • Vendor Bank Account No. is not correct.
  • VAT Registration No. is not correct.
34866
Documents and TemplatesThe data caption on the Template Field Card has been changed to show the field name only. For example, Amount Excl. VAT.

Previously the following was shown at the top of the Template Field Card page: Template number, Type, Code, and Field name.
39185
Document ApprovalThe Document Card and Match Lines actions are added to the Assigned To Me page.28013
Document ApprovalWhen approving an invoice under the following conditions
  • as a 4-eye amount approver (when "4-eyes Approval" was equal to "Required - both with full amounts limits" in Document Capture Setup)
  • using approval sharing and using the owner's approval permissions (the user did not have authority to approve the amount on the invoice using their own rights)
the following error occurred:
  • This invoice requires 4-eyes approval of the full amount. You must approve and forward it to a second approver who can approve the full amount.
40314
General ApplicationThe OCR configuration file is now exported when changing relevant fields and using on-prem OCR, including modifying the Process PDF files with XML files field. Previously the OCR configuration file was only automatically exported when using cloud OCR.28627
General ApplicationWhen translating No. and Description, the system has been changed to prioritize exact values over values containing the asterisk (*) symbol.

With the following configuration for the No. field,
  • *FREIGHT* -> G/L Account 1000
  • EXPRESS FREIGHT|NORMAL FREIGHT -> G/L Account 2000
"Express Freight" will now be translated to G/L Account 2000 as the row without the asterisk (*) symbol is prioritized.

Support has also been added for enclosing search terms in single quotes (') when the value includes characters that are reserved for use in Business Central filter-notation (i.e. the characters  ( ) | < > = .. ? &). It is, however, not possible to wrap the asterisk (*) and the Ignore case-sensitivity operator (@).

The priority order is:
  1. Item field GTIN
  2. Number exact match
  3. Number exact match with filter characters (e.g. 'AiP&12' or 'TM>Y')
  4. Number filters (e.g. 100..109 or Freight|Delivery)
  5. Number filter using "*" (e.g. 10* or *freight)
  6. Item Reference table
  7. Item Vendor table
  8. Item table - field "Vendor Item No."
  9. Item No. field from Item table (template setting "Use Vendor/Customer Item Nos.“)
  10. Number "*" translation only
  11. Description exact match
  12. Description exact match with filter characters (e.g. 'Anderson & co.')
  13. Description filters (e.g. Apple iMac|Apple iPhone)
  14. Description filters using "*" (e.g. Apple*)
  15. Description "*" translation only
32564
General ApplicationThe NAV Login Type field on the Continia User list is now editable to support scenarios where the default value must be changed.32740
General ApplicationWhen changing one of the fields relevant for OCR processing, the following notification is shown in RTC:
  • The OCR configuration file will be exported when pressing OK or refresh.
And in Web Client the following notification is shown:
  • The OCR configuration file will be exported when closing or refreshing this page.
39184
Order & Receipt MatchingThe Special Sales Order No. field is now available on the Purch. Invoice Match Subpage.39228
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00)26926

Bug fixes

Functional areaDescriptionId
Documents and TemplatesWhen registering a document while applying an amount distribution code on negative amounts, the following error occurred:
  • There is no Standard Amount Distribution Line within the filter. Filters: Amount Distribution Code: [Amount Distribution Code], Unit Cost: <>0
Now, it is possible to use amount distribution codes on negative amounts.
21762
Documents and TemplatesWhen batch registering documents from the GLDOC category, none of the documents were registered.27400
Documents and TemplatesThe 'Stop LineRecognition' field is now hidden when the template field type is Line or Allow Line Recognition is not activated.
30823
Documents and TemplatesCalculations in formulas did not work when a template field code contained a space or certain special characters. Therefore, template field codes are now prevented from including a space or the following special characters: /*-+()|<>%^&=.?$#@'".
31969
Documents and TemplatesThe line translation failed when the Vendor Item No. on the item was not uppercase.
32721
Documents and TemplatesWhen using an Amount Rounding Precision different from the Invoice Rounding Precision defined in General Ledger Setup and recognizing lines, the following error occurred in some situations:
  • The sum of all lines ([Sum of Line Amounts]) does not reconcile to the total amount ([Amount Ex. VAT]).
34575
Documents and TemplatesWhen registering a document and Transfer Value to Header Table or Transfer Value to Line Table was blank, the following error occurred in some situations:
  • The supplied field number '<FieldID>' cannot be found in the '<TableID>' table
The error occurred if Transfer Value to Header Table or Transfer Value to Line Table contained a field number that does not exist. In this situation, Transfer Value to Header Table or Transfer Value to Line Table was showing a blank value.

Now, the field ID is shown when Transfer Value to Header Table or Transfer Value to Line Table contains a field number that does not exist.
34615
Documents and TemplatesTo improve the performance when showing the scanned images on the Document Journal, we now limit the number of external calls, only checking for HTML files on a document if the file type is XML,34713
Documents and TemplatesIn the Portuguese configuration file, rules and captions changed to the following for the DOCTYPE field on master templates:
  • "F" for invoice
  • "N" for credit memos
38421
Documents and TemplatesWhen importing the first document from the Document Categories lookup from the Document Journal page, all the actions were disabled until the Document Journal page was reopened.  38493
Documents and TemplatesWhen pressing the "Add Template Field" action in the Document Journal, focus is now placed on the first field on the Template Field List. Previously, focus was placed on the last field in the list.38592
Documents and TemplatesThe Order/Return Order field always showed false on the Assigned Documents page.
38682
Documents and TemplatesIn some situations, the Move Up and Move Down actions on the Template Fields subpage did not work.38959
Documents and TemplatesWhen using a field translation with stars (*) at both the beginning and the end of the translation, the word was not translated correctly.38978
Documents and TemplatesThe Delete after Download field was wrongly hidden after selecting an EWS protocol on Document Category Card.39102
Documents and TemplatesIn Classic Client, when selecting more than 100 pages to split, the following error could occur:
  • Index out of bounds.
It is now possible to split up to 150 pages.
39200
Documents and TemplatesThe copy template action was disabled on identification templates. Now it is enabled.39325
Documents and TemplatesWhen recognizing fields from the Document Journal, the following error occurred in some situations:
  • The length of the string is <string lenght>, but cannot exceed 20 characters. Value: <string>
39593
Documents and TemplatesFor the German localization, no stylesheet was shown when opening an XRechnung CII document.40286
Documents and TemplatesFor the German localization, the XRechnung CII XML master template did not recognize the document type correctly.40297
Documents and TemplatesWhen importing a Svefaktura, embedded files did not get created as attachments.
40810
Document ApprovalA wrong advanced approval group could be used if the purchase header filters contained the range operator "..".30591
Document ApprovalWhen cancelling an approval request for a purchase header with a posted allocation, the allocation was not recreated when the purchase header was again sent for approval.39188
General ApplicationWhen using the Force Register function on a document where the GL Account No. had been specified, the registered invoice had no lines.30224
General ApplicationWhen activating both "Use Cloud OCR" and "Export OCR Configuration Files" in the Document Capture Assisted Setup Guide, it was not possible to deactivate "Export OCR Configuration Files" until "Use Cloud OCR" was deactivated.30449
General ApplicationWhen accessing the template field card, the fields Type and Code are now only visible when creating a new template field.
32265
General ApplicationWhen clicking on the document line on the Payment Journal page, the following error occurred in some situations:
  • The Document does not exist. Identification fields and values: No.=''
34701
General ApplicationThe value in the following fields has been masked:
  • The EWS Client Secret field on page 6085578 - CDC Document Category Card
  • The AAD Application Key field on page 6192775 - CDC Continia Web Portal Card
38741
General ApplicationWhen exporting configurations through the Document Capture Assisted Setup Guide, decimal values were converted to integers (e.g., 22,5 was converted to 225). 38812
Order & Receipt MatchingWhen Invoice Reg. Step 1 was set to Match & Update Order or Credit Memo Reg. Step 1 was set to Match & Update Return Order, it was possible to register the document without any warning message.

Now, the following warning message is shown, when registering an invoice without matching:
  • Invoice Reg. Step 1 has been set up to Match & Update Order, but no lines was matched. Do you want to continue the registration?
And, the following warning message is shown, when trying the register a credit memo without matching:
  • Credit Memo Reg. Step 1 has been set up to Match & Update Return Order, but no lines was matched. Do you want to continue the registration?
39334
Platform and TechnologyWhen the template field code was more than 15 characters long, the following error occurred during field recognition:
  • The length of the string is <Lenght of field>, but it must be less than or equal to 20 characters. Value: <'TemplateField.Code'>
39544
Purchase DocumentsDocument Capture fields were shown on page 51 (Purchase Invoice card) even when Document Capture was not activated.32441
Purchase DocumentsWhen registering a DC document using the option "Match and Update Order", the resulting posted purchase invoice/credit memo did not show the correct number of attached documents.32754

Document Capture 2021 R2 Service Pack 3

Released: April 27, 2022
App version: 8.3.0.0
FOB version: 8.03.00

New or changed functionality

Functional areaDescriptionID
General ApplicationThe sorting of the comments on the Document Card was not the same as the sorting on the Document List: This has been changed, so the comments on the Document Card are now sorted the same way as on the Document List. 
14670
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00)26926
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.24.1.32311

Bug fixes

Functional areaDescriptionID
Country and RegionalAn error comment is created when the same external document number is used more than once. However, in the Spanish localization, Business Central can be configured to allow the same external document number to be used several times by populating the "Same Ext. Doc. No. in Diff. FY." field in Purchases & Payables Setup. This is now supported in the Spanish localization.30669
Documents and TemplatesWhen drilling down into "Pending OCR" or "Ready to import" on the Document Capture Role Center, the document list is now shown when there only are documents in one category.23487
Documents and TemplatesThe Delete button on the Split and Merge Documents page was enabled, even though the "Allow Deleting Documents" option was not activated on the Document Category page.  27408
Documents and TemplatesOn a template with "Prices Incl. VAT" set to yes, populating "Validate VAT Calculation" did not work as intended.29586
Documents and TemplatesIt is now only possible to have one default vendor template. Setting a vendor template to default will remove the default setting from other vendor templates.29961
Documents and TemplatesThe setting "Change Sign" on template fields did not change the sign as expected in some situations.30347
Documents and TemplatesFixed an issue where it was not possible to recognise any fields on a document after performing split and merge.30352
Documents and TemplatesThe "Assign To User" action on the "Assigned to me" page was not populated with all available users in specific configurations.30919
Documents and TemplatesMultiple look-up's in rules could lead to unintentional modification of the rules on the master template.30934
Documents and TemplatesWhen running Document Capture in Business Central Online and using the "Split and Merge", Rotate, or "Move Up/Down" functions, you could receive the following error:
  • C:\azagent\A1\_work\27\s\Continia.Common.Imaging\PdfTool.cs..ctor - LoadFromStream caused an error. Status: GenericError, Page: 0.
31514
Documents and TemplatesThe validation of the FIK number was not correct. For example, when the FIK number started with 71, 73, or 75, the system wrongly only accepted vendor numbers beginning with 7, 8, or 9.31615
Documents and TemplatesThe KID field is now copied to the created purchase header during document registration.
31841
Documents and TemplatesWhile registering a sales document and if there was a difference between the imported and assigned amounts, the created sales document was not rolled back and the DC Document status stayed open.32064
Document ApprovalIn some situations, the company name was not encoded correctly in the link to the Business Central client when sending out approval e-mails.30240
Document ApprovalWhen a user with NAV Login Type "No NAV Login" or Database tried to log in on the Continia Web Approval Portal, the following error occurred if the user had been exported without WebService Key:
  • Web Service Access Key must not be empty for User <User ID> when NAV Login Type is Database for Continia User <User ID>.
Now, the following error is shown when such a user is exported to the Continia Web Approval Portal:
  • Web Service Access Key must not be empty for User <User ID> when NAV Login Type is Database.
30509
Document ApprovalThe advanced approval groups link was wrongly opening the Approval Sharing page instead of the Advanced Approval Groups page.
30908
Document ApprovalWe have fixed an issue where the number of documents was not correct in the Approval Portal.
31573
Document ApprovalNow approvers can see their own documents in the Document Archive Search (page 6085792) even when the Continia Web Approval Portal isn't used.
32367
General ApplicationWhen identifying a template with more than two search texts, the "Identified By" in the Document Journal field was blank.25471
General ApplicationThe Attachment action has been disabled when no documents are shown on the Document Journal page.25502
General ApplicationWhen deleting a Continia User Setup record, the related record from the standard User Setup table was also deleted if the standard Business Central fields not shown on the Continia User Setup page were empty. 
The record from the standard User Setup table is now only deleted if fields added by extensions also are empty.
28070
General ApplicationThe icon used for the Create Web Services function on Continia Web Portal List has been changed to the icon used for the same function on other pages in Document Capture.29400
General ApplicationWhen filtering on the Get Order Lines page (opened from the Invoice page), the following error occurred if no purchase lines existed within the applied filter:
  • Purchase Line: There is no Purchase Line within the filter.

    Filters: Document Type: <Document Type>, Document No.: <Document No.>, Outstanding Quantity: <Outstanding Quantity>, Pay-to Vendor No.: <Pay-to Vendor No.>, Currency Code: <Currency Code>
30662
General ApplicationThe "Document Search" function returned different results when searching for more than one word and when changing the order of the words. The search has been corrected, and the process now works as an AND search in all scenarios when searching for more than one word.31025
General ApplicationThe File Factbox on the Payment Journal did not show all relevant documents in some situations.
31877
Order & Receipt MatchingWhen matching against a receipt or return shipments line for a G/L Account or Charge Item, the following error occurred in NAV3.70 to BC14:
  • Quantity per unit of measure must be defined
28944
Order & Receipt MatchingWhen handling documents with an order number filter containing more than 20 characters, the following error occurred:
  • The length of the string is <Order number filter length>, but it must be less than or equal to 20 characters. Value: <Ordernumber Filter>
30236
Order & Receipt MatchingWhen capturing lines and matching against order numbers with the matching option "Always", no filter would be applied on the order number if the captured order no was blank.
30695
Platform and TechnologyConfiguring line capture was not possible in BC15 and BC16 as the capture add-an did not respond to mouse clicks. 30645
Platform and TechnologyThe Handle variable was not reset when subscribing to events in the function CaptureDocument in the "CDC Capture Engine" codeunit. If Handled was set to true in one of the preceding events, the subsequent events were not executed.30731
Platform and TechnologyWhen changing email protocol to EWS on the Document Category Card, the related EWS fields were not shown. You had to reopen the page to get the fields shown.
31991
Purchase DocumentsWhen using "Get Order Lines" or "Get Receipt Lines" actions and selecting lines with a blank location and with type = item and where the item had "Item Type" = "Non-Inventory", the following error could occur:
  • Warehouse handling is required for Document Type = <Document Type>, Document No. = <Document No.>, Line No. = <Line No.>.
31044
Purchase DocumentsWe have optimized the performance of the "Posted Purchase Invoices" list page by moving code to the OnAfterGetCurrRecord trigger.31739

Document Capture 2021 R2 Service Pack 2, hotfix 3

Released: February 2, 2022
App version: 8.2.0.3

Only released in Business Central online.

Functional areaDescriptionID
Platform and TechnologyWhen updating to Business Central 19.3, the scanned image was no longer shown on any screens, including on the Document Journal, the Document Card, the Match Lines page, the unposted Invoice, the unposted Credit Memo, the Posted Invoice, and Posted Credit Memo. This meant it was impossible to check the recognition or view the image in Business Central.

Document Capture 2021 R2 Service Pack 2, hotfix 2

Released: January 20, 2022
App version: 8.2.0.2

Only released in Business Central online.

Functional areaDescriptionID
Country and RegionalWhen we released Document Capture 2021 R2 service pack 2, we fixed a bug in the evaluation of template field rules. An unforeseen consequence of the fix was that a lot of documents would go to the error state with the following error message:
  • Invoice No. is not correct
28356

Document Capture 2021 R2 Service Pack 2, hotfix 1

Released: January 13, 2022
App version: 8.2.0.1

Only released in on-premises.

Functional areaDescriptionID
Platform and TechnologyIn BC versions 15 and 16, it was not possible to setup capture of lines. The caption selection (orange box) would not appear on the image preview in the document journal or document card.30645

Document Capture 2021 R2 Service Pack 2

Released: January 5, 2022
App version: 8.2.0.0
FOB version: 8.02.00

New or changed functionality

Functional areaDescriptionID
Documents and TemplatesOn page 6085600 - CDC Document List With Image, the following actions are now hidden if no XML documents exist or when using Document Capture without access to the XML import module.
  • Styled XML
  • XML Viewer
  • XML File
27110
Documents and TemplatesAdded support for the ZUGFeRD Version 1 format. 29535
Documents and TemplatesThe PEPPOL3 XML template now supports the Australia-New Zealand extension of the PEPPOL format - A-NZ PEPPOL.29903
Documents and TemplatesOn the split and merge page, it is now possible to show the original filename of the document shown. The field is hidden by default.29993
Document ApprovalWe have optimized the performance when showing approvers on the Purchase Invoice and Purchase Credit Memo pages.28967
General ApplicationWhen exporting vendor document attachments using the Export Attachments report, all attachment types within the filters applied were exported. It is now possible to limit the export to PDF, XML, or all file types. When XML is selected, the styled HTML file is also included in the export.27456
General ApplicationA new page showing files related to payments has been developed. The page can be added to the general journals and will show the related posted purchase invoices.

The new page is Page 6085663 - CDC Purchase Journal File FB.

When adding the page as a factbox, the following filters must be set.
  • Find Documents Using=CONST(Document Reference)
  • Source Table No. Filter=FILTER(81)
  • Source Subtype Filter=FIELD(Applies-to Doc. Type)
  • Source No. Filter=FIELD(Applies-to Doc. No.)
  • User ID=FIELD(Applies-to ID)
Please Note: Page 6085663 – “CDC Purchase Journal File FB” has been released with an incorrect version list.
The released version list is: DCW17.00.00.9.00.
The version list should have been: DCW17.00.00.8.02.
This will be corrected with the release of DC8 SP3
28130
General ApplicationTo optimize the performance when running Business Central, we are now caching if a user is a Team Member.
29227
General ApplicationWe have optimized the performance in CDC Log Mgt. when determining if records should be checked for modifications.  29229
General ApplicationWhen registering a sales order, the following error occurred in some situations:
  • The Sales Line already exists.
    Identification fields and values:
    Document Type=<Document Type>,Document No.=<Document No.>,Line No.=<Line No.>
29768
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00)26926
Platform and TechnologyWhen releasing version 8.01, we forgot to write the following in the changelog:
The error message concerning missing server components has been changed. The following has been added to the error message: "Remember to restart the service tier after installing the components." 
  • Server components for Document Capture are not installed.
    Server components should be placed in the folder:

    <add-in path>

    Remember to restart the service tier after installing the components.
28419
Platform and TechnologyProcedure BreakDownPaymentId in Codeunit 6085738 "CDC Is Valid Payment-Id (DK)" is now external.
28578
Platform and TechnologyThe following Event Publisher in Codeunit 6085576 CDC Capture Management is obsolete as the Word parameter is not a VAR parameter:
  • OnBeforeUpdateFieldValue
This will be replaced by the following Event Publisher:
  • OnBeforeUpdateFieldValueCapture
29420
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.21.030453

Bug fixes

Functional areaDescriptionID
Country and RegionalThe flowing fields are now excluded when exporting configuration files using the Document Capture Setup Wizard.
Document Capture Setup:
  • Azure Blob Container Name
  • Azure Storage Account Key
  • Azure Storage Account Name
Document Category:
  • EWS Certificate Thumbprint
  • EWS Client ID
  • EWS Client Secret
  • EWS Mailbox Address
  • EWS Tenant ID
28764
Country and RegionalIn the United States, captions on many screens wrongly displayed VAT instead of TAX. We have created a new app, Document Capture (US), to correct this issue. This app must be installed to show the correct captions.

The following applies when using Document Capture in Business Central online.
When installing Document Capture for the first time in the United States, the new Document Capture (US) app must be installed to get the correct captions.

If Document Capture is already being used, the new Document Capture (US) app must also be installed from AppSource to get the correct captions.

The following applies when using Document Capture on-premises.
Install or upgrade Document Capture as you normally do and the correct app will be installed.
28842
Documents and TemplatesWhen recognizing fields on a document with Intercompany fields and Amount Distribution, the following error occurred.
  • Type must be equal to 'G/L Account' in Purchase Line: Document Type=Invoice, Document No.=[Document No.], Line No.=[Line No.]. Current value is ''
Now, Document Header fields transferred to Line fields will not validate line values if the line is of type [blank].
17870
Documents and TemplatesWhen importing documents in a system without access to the Document Capture XML module, all XML files were skipped.

Now, the following message is shown when importing a specific XML document in a system without access to the Document Capture XML module. 
  • You do not have access to the Document Capture XML Import module.
22487
Documents and TemplatesWhen recognizing fields on an XML document that could not be identified, the following error occurred:
  • Template does not exist. Identification fields and values: Code='';
Now the following error message is displayed:
  • An identification template could not be found for the XML format of Document <Document No.>
23302
Documents and TemplatesThe following default values have been changed on line fields in the purchase pdf master templates in all localized configuration files:
  • "Typical field width" = 0 (previous value: 500)
  • "Search for value" = false (previous value: true)
25612
Documents and TemplatesXML documents with embedded documents will no longer recreate (duplicate) the embedded documents when reopening a document and recognizing fields.27416
Documents and TemplatesIn the changelog for Document Capture 2021 R2 (8.00), we wrote the following:
  • The Document Status Text field has been changed to only show the status of the related purchase or sales document. Previously, the Document Status Text field also showed the DC Document Status Code description in some cases.
The change was only implemented for purchase documents. It is now also implemented for sales documents.
27677
Documents and TemplatesThe Document attachment list was shown as a card part when opened from the Document Journal.
27869
Documents and TemplatesFor the Document Category GLDOC, we have changed the caption for Document No. in all languages.
Changed from:
  • Invoice No.
Changed to:
  • Document No.

28285
Documents and TemplatesWhen recognizing fields in the App version of DC, the system partially matched the rules against the value. This meant that longer values were marked as valid. Example: The rule "[0-9]{3}" used to mark the value of '123456789' as valid.
28356
Documents and TemplatesThe following template header fields are now translated to Danish:
  • Description 2
  • Description 3
  • Invoice Header Posting Description
  • Vendor Bank Account No
The following template line fields are now translated to Danish:
  • Description 2
  • Description 3
Master templates fields have been reordered.
28593
Documents and TemplatesThe KID template field code has been changed to PMT-ID-NO to make the integration to Payment management work.
29301
Documents and TemplatesCaptions have been updated.
29345
Documents and TemplatesAdded the following template fields to FR, NL, BE-UK, BE-FR, BE-BE purchase master templates.

Header Fields:
  • Description 4
29769
Documents and TemplatesWhen selecting more than 100 pages to split, the following error still occurred:
  • Index out of bounds.
It is now possible to split up to 150 pages.
30090
Document ApprovalA wrong error message was shown when a user without approval admin permissions tried to change the approver on an approval entry.
22431
Document ApprovalWhen exporting users and a user existed with Login Type = No BC User and Client Type = Continia Web Approval, the following error occurred:
  • This Company has not been configured with any e-mail domains in Continia Online. Please contact your NAV partner to solve this problem
The error shown has been changed to the following:
  • Continia User <user name> cannot be exported as Login Type is No BC User and Client Type is Continia Web Approval in Continia User Setup <user name>.

    The user must exist in Business Central when Client Type is Continia Web Approval.
26767
Document ApprovalNothing happened when trying to open a credit memo from the "Document Archive" page 6085798 - CDC Approver Role Center.28748
Document ApprovalWhen sending approval emails using the new Email feature, the following error occurred in some situations:
  • The email message has been deleted by another user.
29303
Document ApprovalWhen using the role center Document Capture Approver, the cue Document for Approval showed 0 even though approval entries existed.30016
General ApplicationWhen pressing New in the Drag & Drop file box, it's now possible to select a category code. In addition, the category code will default to the Drag & Drop category if it exists.

Previously, the category code was blank.
24132
General Application

When importing a configuration file, include Document Capture Setup, into a company containing documents and where Document Capture already have been set up, the following error message is now displayed:

  • The <field name> field in the Document Capture Setup table cannot be changed when there are documents in the database.
The error is displayed if one of the following fields is changed during the import:

  • File path for OCR-proc- files
  • PDF File Path for OCR
  • Unidentified Company File Path
  • Archive File Path
  • Disk File Directory Structure
  • Miscellaneous File Path
  • Company Code in Archive
  • Category Code in Archive
  • Azure Blob Container Name
  • Azure Storage Account Key
  • Azure Storage Account Name
28662
General ApplicationWhen using Unidentified Company (UIC), the incoming emails were not copied to the destination company.
29108
General ApplicationUIC files are now not migrated when changing storage type to Azure Blob.29443
General ApplicationWhen moving a document to another category and using "File System" as "Storage Type", the PDF and TIFF files were moved, but the PNG file was not transferred together with the other files. Instead, the PNG file wrongly stayed in the old category folder.29489
Order & Receipt MatchingWhen matching against a receipt line or order line for a GL/Account or Charge Item, the following error occurred in NAV3.70 to BC14:
  • Quantity per unit of measure must be defined
Please note:
Codeunit 6086027 “CDC Unit of Measure Mgt.” was updated to fix this issue, but the Codeunit was released with the same timestamp and Version List (DCW17.00.00.8.00) as the original object. This will be fixed with the release of DC8.03.
29343
Platform and TechnologyWhen activating the Microsoft EWS download of mails to the OCR service, the following error occurred: 
  • A configuration issue is preventing authentication - check the error message from the server for details. You can modify the configuration in the application registration portal. See https://aka.ms/msal-net-invalid-client for details.  Original exception: AADSTS7000215: Invalid client secret is provided.
28857
Platform and TechnologyWhen importing a configuration file containing a vendor name of more than 50 characters, the following error occurred.
  • The length of the string is <string lenght>, but it must be less than or equal to 50 characters. Value: <Vendor name longer than 50 characters>
29331
Platform and TechnologyThe following is only relevant for the Spanish localization.

When importing PDF files, a hash value is calculated. The hash value was not calculated in the following situations:

When running report 6085584 - CDC Export Purchase Invoices, an error occurred that the file certificate.pfx could not be found.

Report 6085584 - CDC Export Purchase Invoices generates a signed XML file. However, the XML file is currently not begin signed in the following situations:

  • When using Document Capture in Business Central online.
  • When using Document Capture on-premises with BC15 or new versions without the Document Capture on-premises app installed.
We are currently working on calculating the hash value for the documents where it is missing and signing the XML files in all versions of NAV/Business Central.

29546
Purchase Documents The following error:
  • The sum of all lines (<Sum of all lines>) does not reconcile to the total amount (<Total Amount>).
was presented to the user if the sum of the line amounts and the document total differed on a decimal beyond the invoice rounding precision.

For example, when the header total was 100,00, and the sum of all line amounts was 100,001 on a document, the following error comment was shown:
  • The sum of all lines (100,00) does not reconcile to the total amount (100,00).
26219
Purchase DocumentsTo avoid unnecessary write transactions for Team Members, we now check if purchase lines exist before attempting to delete these in the PurchLineOnDelete function in codeunit 6085709 - CDC Purch. Doc. - Management.29370
Purchase DocumentsWhen using batch post on page 6085933 - CDC Pg Purch. Cr. Memos Subs, the following error occurred:
  • The AllObjWithCaption does not exist. Identification fields and values : Object Type=''Report',Object ID='6085586'
29893

Document Capture 2021 R2 Service Pack 1

Released: October 1, 2021
App version: 8.1.0.0
FOB version: 8.01.00

New or changed functionality

Functional areaDescriptionID
Country and RegionalThe Faroe Islands localization is now supported in Business Central online.
27920
Country and RegionalThe Greenland localization is now supported in Business Central online.
28192
Document ApprovalAdded support for Type = Resource on purchase lines in the Continia Web Approval Portal. This is supported under the following conditions:
  • Business Central 2020 wave 1 (BC16) or newer versions, and
  • Document Capture 7.00 SP3 or newer versions, and
  • Continia Web Approval Portal version 1.19.0 or newer versions
24827
General ApplicationIn Business Central 2021 release wave 2 (BC19), the "Item Reference No." field is now shown on the "CDC Purch. Inv. Archive Subf." and "CDC Purch Cr. Memo Arc Subform" pages instead of the "Cross-Reference No." field.
27783
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00)26926
Platform and TechnologyWe have updated the ABBYY Installer to contain a newer version of ABBYY (12.5.6.12).
The full changelog of the ABBYY version can be read here:https://www.abbyy.com/finereader-engine-downloads/windows/

As we have only changed the ABBYY component, we have not changed the version number of the installed Continia Document Capture for NAV - Service (x64). the version number is still 8.00.
27260
Platform and TechnologyWhen pressing Documentation Overview on the Document Capture setup menu (setup.exe), the following error occurred:
  • Unhandled exception has occurred in your application. If you click Continue, the application will ignore this error and attempt to continue. If you click Quit, the application will close immediately.
    The system cannot find the file specified.
27470
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.20.0
28294

Bug fixes

Functional areaDescriptionID
Country and RegionalIn the Document Journal, a spelling mistake has been corrected for the German caption of the Purch. Match Credit Memo option field.
26416
Country and RegionalOn the Template Field Card, a spelling mistake has been corrected for the Dutch caption for the Stop Lines Recognition option field.
26603
Country and RegionalThe following BE & FR translations have been changed in the Document Journal.
  • Date de facture to Date de commande
  • Facture/Avoir to [C]ommande/[A]voir
26818
Country and RegionalWhen adding a field to a template in the Spanish version, the following error occurred: 
  • The length of the string is 51, but it must be less than or equal to 50 characters. Value: Description de registro de cabecera de factura
27619
Country and RegionalThe following missing German caption has been translated on the "How-to submit documents" page (page 6085788 CDC Document Category Wizard).
Changed from:
  • The email address is associated to the document category and can be found in the list below.
Changed to:
  • Die E-Mail-Adresse

27853
Documents and TemplatesWhen Make Absolute Number was populated on a Template Field, the result calculated based on the formula on the field was not converted to an absolute number.
23148
Documents and TemplatesWhen attaching additional files to a Document Capture Document using drag and drop, the files were not be displayed in the Document File Factbox if the Document Capture Document was registered using "Match and Update Order".
23988
Documents and TemplatesIn BC14 the Approvals on action on page 6085706 "CDC Purch. Invoice With Image" opened the wrong page.
24112
Documents and TemplatesLine translation for the sales category now works similarly to the purchase category.
It is now possible to translate from the Description field, and it is now possible to use wildcards(*) on the No. and Description field.
24114
Documents and TemplatesWhen capturing a value, sometimes the value is captured twice in the same field and separated by a space. E.g., the amount on the invoice was "15.65", but the value captures was "15.65 15.65". The issue has been corrected in ABBYY 12.5.24795
Documents and TemplatesThe filter actions "Unmatched Only" & "Match Differences" have been copied from the Invoice matching page to the Credit Memo Matching page. The actions have also been created on the corresponding forms for the classic client.
24875
Documents and TemplatesThe description field is now visible on the Template card for the XML identification templates.
25192
Documents and TemplatesWe have updated the German translation of the comment autogenerated in the Document Journal when changing the document status.
26663
Documents and TemplatesAdded tooltip on the "E-mail Protocol" field on the Document Category card page.
26827
Documents and TemplatesAfter using the "New" option on the Document File FactBox on sales documents, any subsequent drag and drop would result in the following error message: 
  • Sales Header: The Document Category does not exist. Identification fields and values: Code=''
26935
Documents and TemplatesWhen importing an XML document for a category with "Register Documents Automatic." = true, the following error occurred:
  • The following C/AL functions are limited during write transactions because one or more tables will be locked. Form.RunModal is not allowed in write transactions. Codeunit.Run is allowed in write transactions only if the return value is not used. For example, 'OK := Codeunit.Run()' is not allowed. Report.RunModal is allowed in write transactions only if 'RequestForm = FALSE'. For example, 'Report.RunModal(...,FALSE)' is allowed. XmlPort.RunModal is allowed in write transactions only if 'RequestForm = FALSE'. For example, 'XmlPort.RunModal(...,FALSE)' is allowed. Use the COMMIT function to save the changes before this call, or structure the code differently.
27276
Documents and TemplatesWhen creating a new template (activating Recognize Fields) and accepting that the template is copied from another company, a field with a fixed value and Data Type = Lookup could be wrong on the copied template.
27437
Documents and TemplatesWhen recognizing fields and capturing a long string into a date field, the following error occurred in some situations:
  • Index out of bounds
27445
Documents and TemplatesFixed a bug that caused the current document line not to be highlighted correctly in the scanned image. The bug was observed in BC18 and BC19.
27480
Documents and TemplatesIn the Sales Document Category, we have changed the field caption on the following document  header fields:
Previous captions:
  • Invoice Date
  • Invoice No.
New Captions: 
  • Order Date
  • External Document No.
27926
Documents and TemplatesWhen importing an XML document that was received via the Continia Delivery Network and when recognizing fields on this document, the following error occurred: 
  • The Template does not exist. Identification fields and values: No.=''
28127
Document ApprovalWhen a user with NAV Login Type "No NAV Login" or Database tried to log in on the Continia Web Approval Portal, the following error occurred if the user had been exported without WebService Key:
  • An error has occurred...
    Your exported WebServiceKey is empty. Please contact your system administrator.
Now, the following error is shown when such a user is exported to the Continia Web Approval Portal:
  • Web Service Access Key must not be empty for User <User ID> when NAV Login Type is Database for Continia User <User ID>.
26883
Document ApprovalWhen a user with the CDC-Approval role selected a Fixed Asset on the Continia Web Approval Portal, the following error occurred:
  • You do not have the following permission on TableData Fixed Asset: Read
27146
General ApplicationWhen exporting two or more users with the same email address, the following error occurred:
  • Failed to upload user configuration.
Now, the following error is shown:
  • All Continia users must have a unique email address. The email (<email>) used on Continia User <Continis user name> is also used on one or more other Continia users.
We are now also checking that emails are unique before inserting or modifying continia users.
26573
General ApplicationWhen using the action Import Documents from the Role Center for NAV 2017 and newer versions, a notification is now shown instead of a message.
27844
General ApplicationIn NAV 2018 and newer versions an interrupting message was displayed instead of a notification when the following tasks were completed:
  • Changing Company Code or Client ID from Continia Company Setup 
  • Copying master template fields
27906
Order & Receipt MatchingAuto-match did not work for vendors with "Pay-to Vendor No." populated.26723
Order & Receipt MatchingWhen we released DC6.50 SP3 and DC8.00, we failed to include the updated version of codeunit 6086027 "CDC Unit of Measure Mgt." for Business Central 2020 release wave 1 and newer versions (BC16 and newer versions).
This resulted in the "old" functions (CalcBaseQty and CalcQtyFromBase) in codeunit 5403 being called from codeunit 6086027 "CDC Unit of Measure Mgt.".
Since the old functions only take two parameters, the raised events (OnAfterCalcBaseQtyPerUnitOfMeasure and OnAfterCalcQtyFromBasePerUnitOfMeasure) ended up with blank values in the three missing parameters (ItemNo, VariantCode, and UOMCode).
27625
Order & Receipt MatchingWhen matching an item on a purchase receipt or return shipment line with lot tracking and unit of measure calculations, the following error could occur:
  • Matched Quantity for item <Item No.> on <Document Type> <Document No.> Line <Line No.> differs from Matched Quantity on Item Tracking Entries.
27676
Platform and TechnologyFixed an issue in the Drag And Drop client add-in where document categories with a code containing spaces were not be displayed in the web client.26526
Platform and TechnologyWhen opening the Document card and placing the cursor in one of the line fields, the styled XML file view disappeared in the web client.
27900
Purchase DocumentsAdded missing "Attachments" actions in BC13 page 6085706 "CDC Purch. Invoice With Image".
The action was missing in the following localized versions of the page: AU, BE, CH, ES, GB, NA, NL, NO, NZ, SE.
26706

Document Capture 2021 R2

Released: September 1, 2021
App version: 8.0.0.0
FOB version: 8.00.00

New or changed functionality

Functional areaDescriptionID
Documents and TemplatesA new Retry action has been added to the Document List page, enabling the user to reprocess a DC document with Status = Error when using on-prem OCR.
The OCR service must be upgraded to the latest version when using this function. If the OCR server is not updated, you will lose the link to the email.
14547
Documents and TemplatesA date-formula field "Calculate Date (Date Formula)" has been added to the template field card. Entering a valid date formula (for example, CM-1D or +1W) in this field, will shift the captured or calculated date value accordingly.  Please note that all template date fields involved must have the same date format configuration (for example, D/M/Y or M/D/Y) when calculating the date.14619
Documents and TemplatesIn the Document List for "Documents with Error," a new field "Error Description" has been added. If an error occurred during the OCR processing of the document, the field shows this error.14832
Documents and TemplatesUser sharing is now supported when assigning (delegating) documents. If a shared user (e.g., FINANCE) shares to users A and B, both can access the delegated documents assigned to the FINANCE user. The configuration of delegation sharing is set up on the page Document Sharing.19902
Documents and TemplatesAdded an action "Related Purchase Document" to the "Delegated Document List". Based on the values recognized in "Our Order No.", the action takes the user to the purchase document (Order or "Return Order").20365
Documents and TemplatesThe reminder mail sent to a user when the user has delegated documents assigned is only sent if new documents have been assigned since the last reminder email was sent (similar to the way the Approval Status email job is working).23139
Documents and TemplatesIt is now possible to make the configurable comments template specific. Additionally, the message configuration can carry a "delegate to user" thus enabling a given error message to automatically delegate the document to user A on Vendor 1 and User B on Vendor 2. 23140
Documents and TemplatesA separate page (6086084 "CDC Delegated Docs. Activities") showing only the "Delegated To Me" tile from the DC Role Center has been created. The page is intended to use in customized role centers where users don't need to see "Documents for OCR", "Documents For Import", etc.23143
Documents and TemplatesWith the release of Document Capture 2021 R2 (8.00), we have limited the number of pages that can be processed to a maximum of 500 pages.
23518
Documents and TemplatesA new field, "Vendor Bank Account No." has been added to the purchase templates for PDF documents. The field property Required is set to False by default.
The Is Valid codeunit applied to the field checks that the captured bank account exists for the vendor. The template field validates the recognized value against the Bank Branch Code and Bank Account No. fields on the Vendor Bank Account Card. An error-type comment is created if the recognized bank account is unexisting on the vendor's bank list. The function validates digits only (all other characters are ignored).

A new field, "VAT No." has been added to the purchase templates for PDF documents. The field property Required is set to False by default.
The Is Valid codeunit applied to the field checks that the captured value matches the VAT No. on the vendor card. An error-type comment is created if the VAT No. recognized differs from the VAT No. on the vendor card. The function validates digits only (all other characters are ignored).
23697
Documents and TemplatesThe following actions have been added to the Assigned Documents (previously named Delegated Document list):
  • Link to Vendor Card
  • Unposted Documents (for the current vendor)
  • Related Document (opens the PO/RO linked to in "Our Order No.")
  • Vendor Ledger Entries (for the current vendor)
Similar actions have also been added for assigned customer documents when using the Sales document category.
The following warnings have been made configurable:
  • Currency Code is different. Document = <Document No.>, Vendor =<Vendor No.>
  • No documents were found for "Our Order No" = <Order numbers>
  • Our Order No = <Order No.> exists but with a different currency.
  • Our Order No = <Order No.> exists but belongs to another vendor.
  • Warning: Partial Match
24192
Documents and TemplatesIn Business Central 2021 release wave 1 (BC18), we have added teaching tips to the Document Journal.24506
Documents and TemplatesAdded support for ZUGFeRD documents.
The embedded XML document is automatically extracted and processed when sending a ZUGFeRD file to the OCR service. The original PDF file will be attached to the document in the XMLATTACH document category.
To enable the processing of ZUGFeRD documents, the "Process PDF files with XML files" field on the document category must be populated. Please note, to process the data inside the XML document, you must import the XRECHNUNG-CII XML master and identification templates from the product package or Continia Online.
25132
Documents and TemplatesThe following new OCR categories have been added to the default configuration files:
  • Purchase Receipts
  • Vendors
  • Customers
  • Employees  
With the new OCR categories, you can email documents to Document Capture, and the document will then be attached to a specific customer, vendor, employee, or purchase receipt.
In addition, relevant identification fields have been added to each category, allowing the system to identify the right customer, vendor, employee, or purchase receipt.
In the app-based versions (BC16, BC17, BC18, and BC19), the "Document Files factbox " has been added to the following pages. 
  • Customer Card
  • Customer List
  • Employee Card 
  • Employee List
  • Posted Purchase Receipt (card)
  • Posted Purchase Receipts (list)
The factbox is hidden by default. 
25138
Documents and TemplatesAdded following template fields to all master templates.

Header Fields:
  • Invoice Header Posting Description (Transfers value to Field 22 on Purchase Header)
  • Description 2
  • Description 3
Line Fields:
  • Description 2
  • Description 3 
25534
Documents and TemplatesThe identification of the XML format was not working properly when the XML header tag contained XML attributes. 25733
Documents and TemplatesThe following document comment of type warning has been made configurable:
  • Amount ([Amount 1]) does not match the rounded amount ([Amount 1]) calculated using Invoice Rounding Precision and Invoice Rounding Type configured for [Currency Code 1].
26518
General ApplicationIn the NAV 2018 and newer versions, a notification is now shown when the processes for the following tasks are completed:
  • Importing OCR-processed files (except when importing from the Role Center)
  • Exporting users
  • Sending a test email
  • Changing Company Code or Client ID from Continia Company Setup
  • Copying master template fields
 Before, an interrupting message was displayed.
14507
General ApplicationWe have added titles to all the pages in the setup wizard and removed steps where no input is needed.
14784
General ApplicationWhen setting up a new company, Database is now the default storage type.14792
General ApplicationFrom Dynamics NAV 2015 and newer, we have added a report to export vendor document attachments. The feature is named Export Attachments and is located in the MenuSuite under Departments ->Document Capture -> Periodic Activities.19308
General ApplicationWith the release of Document Capture 2021 R2 (8.00), we now support the modernized email communications in Dynamics 365 Business Central 2021 Wave 1 and newer. Document Capture uses the default profile when sending out emails.21334
General ApplicationWith the release of Document Capture 2021 R2 (8.00), we have released an upgrade tool that enables direct upgrade to Document Capture 2021 R2 (8.00) from the following versions:
  • Document Capture 4.50.12
  • Document Capture 5.00
  • Document Capture 5.50
  • Document Capture 6.00
  • Document Capture 2020 R2 (6.50)
For details, please see Upgrading from Versions 4.50–6.50 to Version 8.00.
25134
General ApplicationTo simplify the Document Capture Assisted Setup Guide, the step to configure storage type has been removed for Business Central online.26595
Order & Receipt MatchingOn the matching pages, the "Translate to Type" and "Translate to No." fields have been made editable, thus enabling the users to set up item/account translation directly from the matching pages.  20124
Order & Receipt MatchingTwo new filter buttons have been added to the Document Lines list part in the Match page.
  • Show unmatched lines
  • Show partially matched lines
24990
Platform and TechnologyFixed an issue where the OCR Service, in some cases, did not process email attachments if the email was signed. 23961
Platform and TechnologyWith the release of Document Capture 2021 R2 (8.00), we are not supporting the Dynamics NAV 2009 RTC (Role Tailored Client). We still support the NAV 2009 Classic Client, and for Dynamics NAV 2013 and newer versions will still support the RTC.

Even though we are not supporting the Dynamics NAV 2009 RTC in Document Capture 2021 R2 (8.00), we are supporting the Dynamics NAV 2009 RTC in future service packs released for Document Capture 2021 R1 (7.00).

Please note, when we release Document Capture 2022 R1 (9.00) in April 2022, we will not release objects for the obsolete Dynamics NAV and Business Central versions. Document Capture 2022 R1 (9.00) will only be released for Business Central 14 and newer versions.

24037
Platform and TechnologyTable 6085729 CDC Table Filter is now marked as Obsolete = Pending. 
24927
Platform and TechnologyWhen importing documents or exporting document categories, you now get the following error message if the server components are not installed:
  • Server Components for Document Capture are not installed.
    Server Components should be placed in the folder:
    C:\Program Files\Microsoft Dynamics 365 Business Central\130\Service\Add-ins\Document Capture</em>
25466
Platform and TechnologyWhen running Business Central on-premises without an Internet connection, the document was not shown on the Document Journal page.

26582
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00)26926
Platform and TechnologyWith the release of Document Capture 2021 R2 (8.00), the Document Capture Service has been updated to version 8.00.27205
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.19.0
27206

Bug fixes

Functional areaDescriptionID
Country and RegionalIn the CH localization, table 6086201 "CDC Vendor Identifiers" was missing.
26324
Documents and TemplatesThe filter was not saved when using filter operators in the Source Table Filter field on the Document Category for an option field. 16374
Documents and TemplatesTooltips have been added for the EWS related fields on the Document Category page.22749
Documents and TemplatesThe VAT Registration No. template field was missing the rule for the Icelandic VAT registration number.25472
Documents and TemplatesThe template fields "Zero Rated Amount" (ZERORATEDAMOUNT) and "Freight Amount" (FREIGHTAMOUNT) were missing on some master templates. 25532
Documents and TemplatesFor XML documents that have discount or charges names containing filter characters, the following error occurred when pressing the "Add Template Field" button: 
  • The filter "Text(Text)*" is not valid for the Code field on the Template Field table. Did not expect '('.
26166
Documents and TemplatesWhen selecting more than 100 pages to split, the following error occurred:
  • Index out of bounds.
It is now possible to split up to 150 pages. However, when attempting to split more than 150 pages, the following error is displayed:
  • You can only select 150 pages for splitting at a time. If you need to split more pages, run the process repeatedly.
26369
Document ApprovalIn NAV/BC versions up to and including Business Central 2019 release wave 2 (BC15), it was possible to delete an approval entry if the following 2 conditions were met:
  • The approval entry had status = Created.
  • The logged-in user was set up as an approval administrator.
In Business Central 2020 wave 1 (BC16) and newer versions, the standard permissions in BC have been changed, resulting in the "Delete" button being disabled (greyed-out), effectively disabling the feature.

We have circumvented this by adding the delete permission to the page property.
22432
Document ApprovalRefactored the functionality that executes when approving an approval entry, so amounts are only calculated when needed, thus increasing approval performance.

Added the event OnBeforeAutoArchive to allow suspension of the "Auto Archive" functionality of purchase documents executed when approved.
25653
General ApplicationThe field "Unidentified Company File Path" in Document Capture Setup is now only editable if "Use Unidentified Company Documents" is activated.22124
General ApplicationThe default "XML Import Path" in DC Setup has been set to "C:\DC\XML&quot; in the configuration file. Similar to the other paths.    24578
General ApplicationAll Document Capture tables are now added to the "CDC-SUPER" permission set.24956
General ApplicationStorage migration only moved one UIC document per execution. Therefore, migration had to be restarted for each document.25831
General ApplicationThe following error occurred when rotating documents, when running the classic client, and using the file system as the storage type.
  • This message is for C/AL programmers: This Automation variable has not been instantiated. You can instantiate it by either creating or assigning it.
26099
General ApplicationTo improve performance the following key has been added to the CDC Document table: "Related Document"
26269
General ApplicationThe styled XML view (HTML file) is now opened for attached OIOUTS documents. 26384
Order & Receipt MatchingThe "Auto Delegate" function is now executed when using the "Perform Match" action on the Matching page.21846
Order & Receipt MatchingFrom NAV 3.70 to NAV 2017, the following occurred.
When using the register option "Match and Update Order", and having an order line with quantity = 0, the following error occurred in register process:
  • Attempted to divide by zero.
26021
Order & Receipt MatchingFixed an issue with a partial match on purchase receipt/return shipment lines resulting in wrong value entries and closing of the item ledger entry.
In the following CU's, Microsoft changed the code in the "Get Receipt Lines" and "Get Return Shipment Lines" functions, which trigger the error:
  • BC18 CU3 / Update 18.3 for Microsoft Dynamics 365 Business Central 2021 release wave 1
  • BC17 CU8 / Update 17.8 for Microsoft Dynamics 365 Business Central 2020 release wave 2
  • BC16 CU14 / Update 16.14 for Microsoft Dynamics 365 Business Central 2020 release wave 1
  • BC14 CU25 / Cumulative Update 25 for Microsoft Dynamics 365 Business Central April 2019
  • NAV11 CU42 / Cumulative Update 42 for Microsoft Dynamics NAV 2018
The code change broke the partial match functionality in DC, so the invoice/credit memo lines were created incorrectly (with wrong base quantity values).When the invoice was posted, the item ledger entry from the receipt/return shipment line was marked as fully invoiced, and the value entries from the posting were wrong.When a new invoice was created from another partial match for the same receipt/return shipment line, it could not be posted.The following error occurred posting the second invoice:
  • The quantity that you are trying to invoice is larger than the quantity in the item ledger with the entry number <Item Ledger Entry No.>
26992
Platform and TechnologyEmbedded files in an XML Document in the OIOXML format were not getting the .tiff extensions.Improved the recognition of the embedded file extension in an XML document. 25991
Purchase DocumentsThe "Amount Excl. VAT (Imported)" and "Amount Incl. VAT (Imported)" fields have been added to "CDC Purchase Credit Memo With Image" page for Business Central 2019 Spring (BC14) and newer versions.
26751