Detailed Changelog for Continia Document Capture 2022 R1

This article lists all new features and bug fixes for each version of Continia Document Capture 2022 R1.

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Document Capture 2022 R1 Service Pack 6

Release date: November 6, 2023
App version: 9.6.0
FOB version: 9.06

New or changed functionality

Functional areaDescriptionId
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.27.345904

Bug fixes

Functional areaDescriptionId
Country and RegionalWhen in the Danish localization using an amount distribution code that was not set up for the current vendor, the following error occurred:
  • Std. beløbsfordelings er kun aktiveret for udvalgte leverandører.\Leverandør <Standard Amount Distribution Code> er ikke opsat som en af de udvalgte leverandører.
The error message has been changed to:
  • Std. beløbsfordelingskodeskode <Standard Amount Distribution Code> er kun aktiveret for udvalgte leverandører.\Leverandør <Buy-from Vendor No.> er ikke opsat som en af de udvalgte leverandører.
44607
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 TemplatesThe Approval group on templates pages was sometimes shown even though no approval workflows were enabled.44696
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 OCRFile Path for OCR-processed files, or XML File Path, the following error is shown:
  • [FieldCaption] ([FilePath]) must not be equal to [FieldCaption].
44380
General ApplicationPreviously, the "CDC Basic" Application Area could be enabled even when the Application Area feature was not in use. In this case, only Document Capture pages were visible. Now, the "CDC Basic" Application Area is only enabled if Basic Application Area is also enabled.46182
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
Order & Receipt MatchingWhen using the report "Delete Invoiced Purch. Orders" to batch delete orders, the following error occurred in some scenarios:
  • The quantity (%2) that you are trying to order is lower than the quantity matched against this order. You must order at least %1 units.
44599
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
Platform and TechnologyWhen opening Manual Setup in the app version of Document Capture, many duplicated records were displayed.42928
Purchase DocumentsWhen creating journal lines, the Source Code and Reason Code fields were not populated. Now, the Source Code field will be populated from the Gen. Journal Template, and the Reason Code will be populated from the Gen. Journal Batch.39551

Document Capture 2022 R1 Service Pack 5

Released: May 24, 2023
App version: 9.5.0
FOB version: 9.05

New or changed functionality

Functional areaDescriptionID
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2022 R1 (9.00)32025
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.27.345904

Bug fixes

Functional areaDescriptionID
Country and RegionalWhen in the Danish localization using an amount distribution code that was not set up for the current vendor, the following error occurred:
  • Std. beløbsfordelings er kun aktiveret for udvalgte leverandører.\Leverandør <Standard Amount Distribution Code> er ikke opsat som en af de udvalgte leverandører.
The error message has been changed to:
  • Std. beløbsfordelingskodeskode <Standard Amount Distribution Code> er kun aktiveret for udvalgte leverandører.\Leverandør <Buy-from Vendor No.> er ikke opsat som en af de udvalgte leverandører.
44607
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 TemplatesThe Approval group on templates pages was sometimes shown even though no approval workflows were enabled.44696
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 ApplicationPreviously, the "CDC Basic" Application Area could be enabled even when the Application Area feature was not in use. In this case, only Document Capture pages were visible. Now, the "CDC Basic" Application Area is only enabled if Basic Application Area is also enabled.46182
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
Order & Receipt MatchingWhen using the report "Delete Invoiced Purch. Orders" to batch delete orders, the following error occurred in some scenarios:
  • The quantity (%2) that you are trying to order is lower than the quantity matched against this order. You must order at least %1 units.
44599
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
Platform and TechnologyWhen opening Manual Setup in the app version of Document Capture, many duplicated records were displayed.
42928
Purchase DocumentsWhen creating journal lines, the Source Code and Reason Code fields were not populated. Now, the Source Code field will be populated from the Gen. Journal Template, and the Reason Code will be populated from the Gen. Journal Batch.39551

Document Capture 2022 R1 Service Pack 4

Released: January 27, 2023
App version: 9.4.0
FOB version: 9.04

New or changed functionality

Functional areaDescriptionID
Document and TemplatesA new field, Split XML Documents Automatically, has been added to the Document Category card. When populating the Split XML Documents Automatically field, XML documents are automatically split during import.41895
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
General ApplicationWhen security filters were applied on the Purchase Header table to restrict the view on Purchase Orders, the following error occurred when opening the Assign to Me page:
  • A security filter has been applied to table Purchase Header. You cannot access records that are outside of this filter.
43357
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2022 R1 (9.00)32025
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 TemplatesA new field Prioritize Cr. Memo as Doctype has been added to the Template Card.

The document type is by default determined by the topmost caption found in the PDF.

When Prioritize Cr. Memo as Doctype is set to true, the document is classified as a credit memo when a credit memo caption is found even though the PDF might have words written higher up that otherwise would identify it as an invoice.
34639
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 TemplatesAttachments were wrongly deleted when documents were moved to the unidentified company.40371
Document and TemplatesChanging the Purchase File Display Name in the Document Capture Setup page had no effect when displaying attachments in the Documents factbox on the Vendor Card and Vendor List pages.
40372
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 TemplatesThe unidentified company (UIC) feature has been improved with the following changes:
  • Use Unidentified Company Documents in Document Capture Setup can't be disabled if the field Doc. with Unidentified Company on a document category is configured to 'Import as UIC Document'.
  • If Use Unidentified Company Documents in Document Capture Setup is turned off and you activate Auto Move to Company on the Document Category, you are asked whether you would like to activate the Use Unidentified Companys Documents.
  • When enabling Auto Move to Company on the Document Category, the option Doc. with Unidentified Company becomes editable.
  • When disabling Auto Move to Company on the Document Category Card, the option Doc. with Unidentified Company is automatically set to 'Import in active Company'.
  • The tooltips regarding UIC in Document Capture Setup, Document Category Card, and Document Journal pages have been revised.
40846
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 TemplatesIn table 6086017 - CDC Msg. Center Setup Template, the fields listed below have been made not editable.
  • Field 7  - Information Allowed
  • Field 8  - Warning Allowed
  • Field 9 - Error Allowed
42308
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 TemplatesWhen registering a document with document lines where the text in the No. field had more than 50 characters, the following error occurred:
  • The length of the string is <string length>, but it must be less than or equal to 50 characters. Value: <No. field value>
42358
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 recognizing lines and capturing Discount Percentage, Discount Amount is now calculated using the same formula as in the standard application. 43247
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 using "Copy Template" to create a new master or identification template, the Source Record No. and Source Record Name fields are now empty on the new template.43526
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 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 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 ApplicationWhen importing an XML document with description lines exceeding 250 characters, the following error occurred: 
  • The length of the string is <string length>, but it must be less than or equal to 250 characters. Value: <description>
41492
General ApplicationWhen scrolling horizontally through matching lines, the table headers did not follow the table columns and instead remained in their original position.41698
General ApplicationCaptions were missing on page 138 - Posted Purchase Invoice page for multiple localizations.42019
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
General ApplicationIt is no longer possible to create empty files using New button in the Document Files Factbox. This change only applies to Business Central 14 (April 2019).43384
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
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
Platform and TechnologyClosing the Document Card, using the ESC key, would sometimes close both the Document Card and the underlying Document List, thus returning focus to the role center.41271
Platform and TechnologyIt is no longer possible to add empty files using the drag-and-drop functionality in the Document Files Factbox.
42372
Purchase DocumentsPayment Reference is now updated on Danish FIK 75.38424
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 2022 R1 Service Pack 3

Released: October 31, 2022
App version: 9.3.0.0
FOB version: 9.03.00

New or changed functionality

Functional areaDescriptionID
Documents and TemplatesAll templates, including master and identification templates, are stored in the same table and are using the same pages. Only a few of the fields on the pages are relevant for identification templates.  All fields and actions not relevant for identification templates are now hidden/disabled.14803
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 Templates

The performance of the Recognize Fields function has been optimized.

34907
Documents and TemplatesThe performance when searching for templates has been optimized.35065
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
Documents and TemplatesThe Comment field has been added to page 6085600 - CDC Document List With Image and page 6086074 - CDC Delegated Documents List.40280
Document ApprovalThe "Error email" field has been removed from the Document Capture Setup / Purchase Approval page. When sending the approval or reminder email notification, a message containing a list of the users with an invalid email address is displayed instead.
32015
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 ApplicationWhen recognizing sales document lines where either Unit Cost, Quantity, or Line Amount is not recognized, the missing field is now automatically calculated. Previously, only Quantity was automatically calculated.

Recognizing two of the three fields and if all five fields (including the Line Discount Amount and Line Discount Percentage fields) have a blank value in Formula, the missing field is automatically calculated as specified below:
  • Line Amount = Quantity * Unit Cost - DiscAmount
  • Unit Cost = (Line Amount + DiscAmount) / Quantity
  • Quantity = (Line Amount + DiscAmount) / Unit Cost
If DiscAmount is zero after capture (either not captured or captured as zero), and Line Discount % is not zero, DiscAmount is calculated as follows:
  • DiscAmount = Line Amount * Line Discount % / 100
When one of the three fields is calculated, an error, warning, or information comment is inserted in the comment section, depending on the comment setup.

A new integration event has been added: OnBeforeAdjustMissingFields(VAR Document : Record “CDC Document”;VAR Handled : Boolean)

If customers wish to disable the auto-calculation of the three values, you create an event subscriber that changes the handled value to TRUE.
34610
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 “Use tracking by package number in reservation and tracking system” feature is now supported in order and receipt matching (only for matching purchase receipt lines and return shipment lines).24488
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 2022 R1 (9.00).32025
Platform and Technology

The performance of the Find Entries (Navigate) function has been optimized.

34909
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.25.2
41509
Purchase DocumentsThe performance during the approval of documents has been optimized in Business Central 2020 release wave 2 (BC17) and newer versions.38945

Bug fixes

Functional areaDescriptionID
Country and RegionalThe Enable Standard Notification field caption on the Document Capture Setup page was wrongly translated in several languages.
38872
Country and RegionalCaptions were missing on page 55 - Purch. Invoice Subform for many localisations.40310
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 TemplatesWhen registering a document and when Registration Step 1 was set to Create Journal Lines and Registration Step 2 was set to Post, the following error occurred.
  • The journal 'Journal Template Name'= 'XXX', 'Journal Batch Name' = 'YYY' is not empty. Please delete or post the existing journal lines before registering a new document.
31340
Documents and TemplatesWhen selecting Create Journal Lines for either Invoice Reg. Step 1 or Credit Memo Reg. Step 1, the Matching and Approval groups and the corresponding matching options for invoices and credit memos disappeared. 34498
Documents and TemplatesThe configuration file now defaults table no. to 80 for the Journal Template field in the Purchase category.34511
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 Registration Step 1 was set to Create Journal Lines, and Registration Step 2 was set to Post, Registration Step 2 was not executed.38495
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 TemplatesWhen opening attachments on the Document Journal or Document Card page for registered documents, the following error occurred:
  • The Document does not exist. Identification fields and values: No.=<Document No.>
38737
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 TemplatesWhen recognizing document lines, the template No. field is mandatory.

The error message shown in the Document Journal when running the Recognize Fields function and when the No. field is missing has been changed to the following message:
  • When recognizing lines, you must include the line field <Field Name> in the template.
39240
Documents and TemplatesThe copy template action was disabled on identification templates. Now it is enabled.39325
Documents 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
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 TemplatesAttachments were wrongly deleted when documents were moved to the unidentified company.140371
Documents and TemplatesThe Default field is now hidden on templates of type Master and Identification.40798
Documents and TemplatesWhen importing a Svefaktura, embedded files did not get created as attachments.
40810
Documents and TemplatesThe document header fields were not shown when opening the Document Journal page in Business Central 2020 release wave 2 (BC v17).41945
Document ApprovalWhen exporting users now, the system only sends welcome emails to Continia users configured in a company if Welcome Emails in Continia Web Portals is set to Automatic for the relevant company. Before, the system only used the Welcome Emails setting from the company wherefrom the Export Users function was run.21311
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 ApprovalWhen posting a document with approval comments where the comment length was greater than 80 characters, the following error occurred:
  • The length of the string is <text length>, but it must be less than or equal to 80 characters. Value: <Comment>.
38719
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
Document ApprovalThe performance has been optimized when running the CDC Purch. Approval Entries page.41956
General Application

When the Azure Storage account name wasn't in lower cases, importing or moving files was impossible. The Azure Storage account name is, therefore, now

29570
General ApplicationWhen multiple users imported documents simultaneously, some files could be empty, and the same document could be imported more than once. To prevent this, only one instance of the document import process can be running now.31076
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.
38507
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
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 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
Order & Receipt MatchingThe following only applied to Business Central 2019 release wave 2 (BC15) and later versions.

When adding the "Line Discount % (Invoice)" field to the Order Lines subpage on the Invoice Matching page, a wrong field caption was shown in personalization mode. 
38780
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
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 were 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 were matched. Do you want to continue the registration?
39334
Platform and TechnologyThe action button for files in the Documents factbox became invisible when files had long names.
38387
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 DocumentsWhen the Purchase File Display Name field in Document Capture Setup was set to Posted Document No. + Vendor Document No. or Unposted Document No., the setting was only used in the factboxes on posted document pages. The functionality has now been extended to other pages, such as the Vendor card and Vendor List page.
32229
Purchase DocumentsDuring registration of a document, the Purchaser Translation page is shown if no purchaser can be found. The page only had an OK button. It was, therefore, not possible to close the page and thereby stop the registration process.39079
Purchase DocumentsFor the Netherland localization when After Step 1 was set to codeunit 6085715 (CDC Purch. Doc. - After Step 1) and Invoice Reg. Step 1 was set to Create Journal Lines on the Template Card page, the following error occurred:
  • The following error occurred when performing Codeunit ID: After Step 1 on invoice <Invoice No.>:

    The Purchase Header does not exist. Identification fields and values: Document Type='Invoice',No.='<Invoice No.>'

    Any subsequent steps will have to be performed manually.

39273
Purchase DocumentsThe Pay-to Name field in the CDC Purch. Allocation Header table has been extended from 50 to 100 characters.41575

  1. Unfortunately, this feature wasn't included in this release as previously announced but will become available in a future release instead.

Document Capture 2022 R1 Service Pack 2

Released: June 17, 2022
App version: 9.2.0.0
FOB version: 9.02.00

New or changed functionality

Functional areaDescriptionID
Documents and TemplatesThe data caption on the template field card has been changed to the field name.132266
Documents and TemplatesThe possibility to delete or import multiple files has been added to the Document List page.32847
Documents and TemplatesThe performance during document import has been optimized.35089
Document ApprovalWe have added the Document Card and Match Lines actions to the Assigned To Me page.28013
General ApplicationThe “Out of Office Setup” page has been added to the Document Capture menu, and it is now possible to find the page using the build-in Business Central search function.23492
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 ApplicationIn the web client, it is not possible to set the size of the document view factbox. To work around this, we had previously created a page (6086077 - CDC User Property List2) that an administrator can use to set the size for the relevant users by changing ”Add-In Min Width”.

We have now added the "Document View Width" field (previously named ”Add-In Min Width”) to the Continia User Setup list and card.

We suggest you start with 750 or higher in "Document View Width" field if the size of the document view factbox is too small.
30245
General ApplicationWhen changing the Company Code, the following message was previously shown:
  • When you change Company Code you must: 
- Reactivate Document Capture
- Export OCR Configuration Files
 Now the message shown is:
  • When you change Company Code you must:
- Export OCR Configuration Files
 Since there is no need to reactivate Document Capture.
31997
General Application

In Business Central 2021 release wave 1 (BC18), email scenarios are now supported for the following processes:

  • Document Capture Approval Status Email - Used when sending the approval status email.
  • Continia Welcome Email - Used when sending the welcome emails to Continia users.
  • Document Capture Assigned Documents - Used when sending assigned notifications.
  • Document Capture Status Email To Reviewers - Used when sending status emails to reviewers.
32182
General ApplicationWhen running the Document Capture Setup Wizard and selecting a localization, the list of available localizations is now sorted ascending by name.
32708
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 opening the Payment Journal, the following error occurred:
  • The Document Capture Setup does not exist. Identification fields and values: Primary Key=''
34590
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2022 R1 (9.00)32025
Platform and TechnologyWhen using Document Capture pages with client add-ins in some situations, the following "Reduced functionality" warning was shown
  • The <Add-in name> control add-in might not run as you expect it to. The functionality has been reduced to ensure your productivity. Contact the add-in vendor for more information.
32790

  1. Unfortunately, this feature wasn't included in this release as previously announced, but it will be available in all releases from DC 10.00 and onwards.

Bug fixes

Functional areaDescriptionID
Country and RegionalMissing translations have been added to the Document Search page.34595
Documents and TemplatesFixed an issue where the F2 function key did not behave as expected when working with the document header fields in the Document Journal.21693
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 TemplatesAdded support for Translate to Type = Resource on the Accounts for Amounts and Purchase Line Translation page.
30343
Documents and TemplatesThe setting "Change Sign" on template fields did not change the sign as expected in some situations.30347
Documents and TemplatesThe 'Stop Recognition' field is now hidden when the template type is Line or when Allow Line Recognition is not activated.
30823
Documents and TemplatesOn a template with "Prices Incl. VAT" set to yes, the "Validate VAT Calculation" field did not work as intended.
31411
Documents and TemplatesThe KID field is now copied to the created purchase header during document registration.
31841
Documents and TemplatesCalculations did not work when a template field code contained a space or certain special characters.
Therefore, it is now being prevented that template field codes include a space or the following special characters: (/*-+()|<>%^&=.?$#@'").
31969
Documents and Templates When trying to register a document where the Document Type field had not been added to the document template, the following error occurred:
  • The Template Field does not exist. Identification fields and values: Template No.=<template no>,Type='Header',Code='DOCTYPE'
32410
Documents and TemplatesIn some situations for the NL localization when registering a document with VAT Amount, the following error occurred:
  • Doc. Amount VAT must not be more than VAT Amount.
32427
Documents and TemplatesConfiguring "Invoice Step 1" or "Credit Memo Step 1" on a template to "Create Journal" caused both document types to be registered to a general journal.32647
Documents and TemplatesA line translation was not found when the Vendor Item No. on the item was not uppercase.
32721
Documents and TemplatesTooltips have been added to the following fields on the document category card;
  • Journal Template,
  • Journal Template Name
  • Journal Batch Name.
34509
Documents and TemplatesWhen using lookup in the Journal Template field on the Document Category page, only template tables are now shown.34510
Documents and TemplatesThe Show Document After Register field on the Template was ignored when registering documents to journals. Now, the relevant journal is opened when Show Document After Register is populated.34514
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 Field in Purchase Header or Field in 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 Field in Purchase Header or Field in Line Table contained a field number that did not exist. In this situation, Field in Purchase Header or Field in Line Table was showing a blank value.

Now, the field ID is shown when Field in Purchase Header or Field in Line Table contains a field number that does not exist.
34615
Documents and TemplatesWhen recognising 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>
34694
Documents and TemplatesTo limit the number of external calls when showing the scanned images on the Document Journal, we now only check for HTML files on a document if the file type is XML.34713
Documents and TemplatesWhen opening the standard Payment Journal. The following error occurred in some situations:
  • The Document already exists. Identification fields and values: No.=<No.>
38557
Document ApprovalA wrong advanced approval group could be used if the purchase header filters contained the range operator "..".30591
Document ApprovalThe advanced approval groups link was wrongly opening the Approval Sharing page instead of the Advanced Approval Groups page.
30908
Document ApprovalNow approvers can see their own documents in the Document Archive Search (page 6085792) even when the Continia Web Approval Portal is not in use.
32367
Document ApprovalWhen importing the configuration file, header and line dimensions on the Document Capture Setup-> Continia Web Approval card was populated wrongly with dimension value from a Cronus company.32854
Document ApprovalWhen assigning users to an approval flow immediately after creating the approval flow and without leaving the line and using drilldown in No. of Approvers, the Approval Amount Limit field was not editable.
34793
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.
38465
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 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 uploading a file using drag and drop, a 0 kb file was created if the Max Upload Size of the service tier configured under Client Services was exceeded. Users are now getting the following error instead when adding a file using drag and drop if the file size is too large.
  • The file that you are trying to use is too large.
30900
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 wrong translation was used when registering a sales document if the number field was blank. The code has now been aligned with the corresponding code for purchase documents.31296
General ApplicationWhen using Business Central online, the Document Capture Activities part is only visible if Document Capture is activated.32014
General ApplicationWhen accessing the template field card, the fields Type and Code are now only visible when creating a new template.
32265
General ApplicationThe notification email sent concerning "Documents assigned to me" now includes a link to the relevant page in BC.32425
General ApplicationThe Contracts menu point was shown in the Continia Web Approval Portal even though the Contracts and Subscriptions feature was not activated.  32616
General ApplicationCaptions have been updated.34370
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 ApplicationWhen renaming a Salesperson/Purchaser to a value with more than 10 characters, the following error occurred:
  • Cannot write the value <Code> to the Purchaser Code in table CDC Purch. Cont. Hdr. Arch. because the value is either too long or the content is invalid.
34797
General ApplicationWhen opening the Approvers list from the Approval Flows page, the following error occurred even when the length of the Approval Flow Code was less than or equal to 10 characters.
  • The length of the string is 12, but it must be less than or equal to 10 characters. Value: '<Approval Flow Code>'
38475
Platform and TechnologyWhen trying to upgrade to Document Capture 9.01 (app version) in a Spanish localization, the following error occurred:
  • The upgrade of an extension in the context of the company <Companyname> has failed.
The error only occurred when using Azure Blob Storage in a company containing documents where the company was not activated,
34398
Platform and TechnologyIn some situations, shortcut keys did not work in the Document Journal and the Document Card.
This occurred when the page's control add-ins (Capture UI and Document Header Fields) had focus.
34648
Purchase DocumentsDocument Capture fields were shown on page 51 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
Purchase DocumentsUnit of Measure Code was sometimes set to [Blank] on the purchase invoice line after registering a document. This resulted in the following error during purchase invoice posting:
  • The Resource Unit of Measure does not exist. Identification fields and values: Resource No.=<Resource No.>,Code=''
35157

Document Capture 2022 R1 Service Pack 1, hotfix 6

Released: May 17, 2022
App version: 9.1.0.6

Only released in Business Central online.

Bug fixes

Functional areaDescriptionID
General ApplicationWhen renaming a Salesperson/Purchaser to a value with more than 10 characters, the following error occurred:
  • Cannot write the value <Code> to the Purchaser Code in table CDC Purch. Cont. Hdr. Arch. because the value is either too long or the content is invalid.
34797

Document Capture 2022 R1 Service Pack 1, hotfix 5

Released: May 11, 2022
App version: 9.1.0.5

Only released in Business Central online.

Bug fixes

Functional areaDescriptionID
Documents and TemplatesWhen using a different Amount- and Invoice rounding precision (defined in General Ledger Setup) and recognizing lines, the system could in some case present the following error:
  • The sum of all lines ([Sum of Line Amounts]) does not reconcile to the total amount ([Amount Ex. VAT]).
34575

Document Capture 2022 R1 Service Pack 1, hotfix 4

Released: May 5, 2022
App version: 9.1.0.4

Only released in Business Central online.

Bug fixes

Functional areaDescriptionID
General ApplicationWhen opening Payment Journal, the following error occurred:
  • The Document Capture Setup does not exist. Identification fields and values: Primary Key=''
34590

Document Capture 2022 R1 Service Pack 1, hotfix 3

Released: May 2, 2022
App version: 9.1.0.3

Only released in Business Central online.

Bug fixes

Functional areaDescriptionID
Platform and TechnologyWhen trying to upgrade to Document Capture 9.01 app version in a Spanish localization, the following error occurred:
  • The upgrade of an extension in the context of the company <Companyname> has failed.
The error only occurred when using Azure Blob Storage, in a company containing documents where the company was not activated.
34398

Document Capture 2022 R1 Service Pack 1, hotfix 2

Released: April 8, 2022
App version: 9.1.0.2
FOB version: 9.01.02

Bug fixes

Functional areaDescriptionID
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.24.132639

Document Capture 2022 R1 Service Pack 1, hotfix 1

Released: April 1, 2022
App version: 9.1.0.1

Only released in Business Central online.

Bug fixes

Functional areaDescriptionID
Documents and TemplatesWhen trying to register a document, where the field Document Type had not been added to the document template, the following error occurred:
  • "The Template Field does not exist. Identification fields and values: Template No.=<template no>,Type='Header',Code='DOCTYPE'"

Document Capture 2022 R1 Service Pack 1

Released: April 1, 2022
App version: 9.1.0.0
FOB version: 9.01.00

New or changed functionality

Functional areaDescriptionID
Country and RegionalThe Portuguese localization is now supported.

Continia Core and Continia Delivery Network Object captions have not been translated in this release. The translations will be included in a future service pack.
28562
Country and RegionalThe Polish configuration file has now been updated. Category names and captions have been updated to Polish in the new version.32412
Documents and TemplatesThe template field Prices Incl. VAT field is now hidden on master templates. 14624
Documents and TemplatesThe "Change Sign" field has been added to the Template Field Card page.
30348
Documents and TemplatesFor the Belgian and French localizations, the configuration file has been updated. Caption Mandatory has been set to true for most purchase header template fields.

The following purchase header template fields still have Caption Mandatory = False:
  1. DOCTYPE - [I]nvoice / [C]r. Memo
  2. GLACCOUNTNO - G/L Account No.
  3. CURRCODE - Currency Code
  4. POSTINGDESC - Posting Description
31925
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
General ApplicationAdded the Navigate/Find Entries button on the Document Search page. 30447
Platform and TechnologyOn the Continia Web Portal List and Continia Web Portal Card, a new action, Create Web Portal Setup has been added. When running the function, the Windows Web Service URL and Database Web Service URL is automatically filled in with suggested values based on the active Dynamics 365 Business Central service tier connection (available for NAV 2013 R2 and newer versions).31796
Platform and TechnologyEvents have been added to the solution. For details, please see Event Publishers for Document Capture 2022 R1 (9.00)32025
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.24.0.
32311
Platform and TechnologyWith Document Capture 2022 R1 service pack 1 (9.01), we have released Document Capture for Microsoft Dynamics 365 Business Central 2022 release wave 1 (BC20).

Document Capture 2022 R1 service pack 1 (9.01) in Business Central online will not be available for Microsoft Dynamics 365 Business Central 2021 release wave 2 (BC19). You will only be able to use Document Capture 2022 R1 service pack 1 (9.01) in Business Central online when you have upgraded to Microsoft Dynamics 365 Business Central 2022 release wave 1 (BC20).
32415
Purchase DocumentsWhen validating the bank account information, we now check against:
  • IBAN
  • Bank Branch + Bank Account No.
  • Bank Account No. + Bank Branch
28278

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.31437
Country and RegionalWhen we released DC9.00, we forgot to write the following in the changelog:

In 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.
31856
Country and RegionalMany ambiguous translations have been corrected for the Finnish localization.32277
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 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 TemplatesCaptioned changed for "Doc Date" to "Doc. Date" in all master template for English localizations. The master template is located under Department -> Document Capture -> Document Journal -> Templates -> Master template (view)31718
Documents and TemplatesThe "First Table Line Has Caption" field has been moved into the Line Recognition group on the Template Card page. 32056
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
General ApplicationIf the Document Capture Setup page was opened in Business Central cloud before the setup wizard had been run, the Document Storage Type field was set to File Storage, and Cloud OCR was not activated.23951
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 having activated only the Essential module, the following error occurred when recognizing lines on a template:
  • This function requires the following module to be activated: Continia Document Capture, Advanced Capture.
29496
General ApplicationOn the Document Search page, tooltips have been updated, and actions have been moved and renamed.
30497
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 Storage Migration Wizard has been renamed to Storage Migration Assisted Setup Guide.31664
General ApplicationThe following error occurred when a document was reopened, or a purchase line was deleted:
  • You do not have the following permissions on CodeUnit CDC Relation Mgt.: Execute.
31766
General ApplicationEmails with multiple attachments were deleted when deleting a DC document from the email and using Azure Blob Storage.
31828
General ApplicationThe File Factbox on the Payment Journal did not show all relevant documents in some situations.
31877
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

Document Capture 2022 R1

Released: March 1, 2022
App version: 9.0.0.0
FOB version: 9.00.00

New or changed functionality (missed)

The below new functionality in Document Capture 2022 R1 (9.00) was originally not included in the changelog for Document Capture 2022 R1.

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
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 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
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 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
General Application

A new page showing files related to payments has been developed. The page can be added to the Payment Journal 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)
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 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 getting the error message about missing server components, the message 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.
27887
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

New or changed functionality

Functional areaDescriptionID
Country and RegionalThe Finnish localization is now supported.28563
Country and RegionalThe Polish localization is now supported. Unfortunately, it was not possible to complete the Polish configuration file in time for the release, Therefore, the configuration file in the Polish product package is a copy of the W1 configuration file. When the Polish configuration file is ready, it will be available for download from online when running the Document Capture Assisted Setup Guide.28564
Documents and TemplatesThe following document error message
  • No. <No.> on line <Line No.> must be translated.
has been changed to
  • Line <Line No.> must be translated. Please add a translation of No. <No.> or Description <Description>
When an XML document line contained a unit of measure code that could not be translated into a unit of measure code configured in Business Central, the line was not recognized. This has been changed so that the line is now recognized, and the following document error message is created:
  • Unit of Measure is not correct on line <Line No.>.

14771
Documents and Templates

The registration of purchase documents has been extended to include registration directly to a general journal. The capture of both total amounts and line details are supported.

The functionality is enabled on a template level thus enabling the possibility to register some vendors as documents and others directly to a general journal.

Registration with match against receipts or orders is not supported.

22684
Documents and TemplatesThe following 13 messages are now configurable:
  • [Date 1] greater than today on credit note.
  • Different date formats used on fields.
  • Due Date = Invoice Date
  • The XML Document contains [discounts and charges] elements that are not created as Fields for this Template. Please use Add Template Field to add them.
  • You must specify G/L Account No. when Fill-out LCY is activated in Document Capture Setup.
  • You must specify G/L Account No.
  • No valid exchange rate exists for currency '[Currency Code 1]' on the [Date 1].
  • Prices Including VAT on Order [Order No. 1] is Yes. The value must equal the setting on template [Template No. 1], which is No.
  • Blocked cannot be 'All' on Vendor [Vendor 1]
  • [Our Order No.] = '[Order No.]' exists but Warehouse Receive is required.
  • Order No. = '<Order No.>' exists but no open receipts exists (Warehouse Receive is required).
  • [Our Order No.] = '[Order No.]' exists but is fully received and invoiced.
  • [Our Order No.] = '[Order No.]' exists but is fully received.
27522
Documents and TemplatesDuring registration of a purchase document, a series of dialogs have been consolidated into a single page that allows the user to select the correct purchaser if none could be determined based on information from the document.28590
Document ApprovalAdditional functionality has been built into the approval flows.
Two new fields, “Selection Method” on the approval flow and “Approval Amount Limit” on the individual approvers configured on the approval flow, have been added.
Depending on the configuration of these fields, different subsets of the approvers will be used when approving a document with an approval flow code applied.

The new option field “Selection Method” on the approval flow configures as follows:
  • “All”: An approval entry for each approver in the flow is created. This is the default value and equals the functionality found in previous versions of Document Capture.
  • “First Qualified”: Will select the first, single approver of the flow that has a value in “Approval Amount Limit” that equals or exceeds the total value of the purchase document submitted for approval.
  • “All to first qualified”: Will select all approvers of the flow starting with the approver having the lowest value in “Approval Amount Limit” up to, and including, the first qualified approver (see definition of qualified approver in the selection method “First Qualified”).
  • “Initial and first qualified”: Will select the approver with the lowest value in “Approval Amount Limit” and then the first qualified approver.
14562
Document ApprovalOn the Purchase Approval Entries page, you now have direct access to the attachments for the purchase document.21591
Document ApprovalA new boolean field, "Enable Standard Notification", has been added to the Document Capture Setup/Purchase Approval page. The field controls the Business Central standard workflow notifications. This feature is available in Business Central 2021 release wave 2 (BC19) and newer versions.
The new field "Enable Standard Notification" in Document Capture Setup/Purchase Approval works as follows: 
  • False: All standard notifications for workflow codes starting with "DC-" are suppressed. This is the default value. As a result, only Document Capture email notifications are sent to the approvers.
  • True: Standard notifications for workflow codes starting with "DC-" are enabled. This equals the functionality found in previous versions of Document Capture, where standard Business Central workflow notifications are sent to the approvers.
22564
Document ApprovalA threshold value on 4-eyes approval has been implemented. If a purchase document has a total value below the specified value, then 4-eye approval is suspended on that document. The value is specified in Document Capture Setup -> Purchase Approval in the new field "4-eye Threshold Amount (LCY)".
22682
Document ApprovalOn Advanced Approval Groups, the option caption "Invoice Full Amount" for the "Four Eyes Approval" field has been changed to "Invoice Full Amount and Dimension".27348
General ApplicationThe page with Continia Web Approval Portal settings has been removed from the Document Capture Setup wizard. 14786
General ApplicationIn multiple captions, we have replaced "NAV" with "BC".
14793
General ApplicationWhen exporting the configuration using the Document Capture Setup Wizard, it is now possible to include the purchase reason codes.
17682
General ApplicationIn the app-based versions (BC15, BC16, BC17, BC18, and BC19), access to the document files has been added to the following pages:

Through the page field "Attachments"
  • Sales Credit Memo (card)
  • Sales Order (card)
  • Posted Sales Invoice (card)
  • Posted Sales Credit Memo (card)

Through the factbox "Documents" (hidden by default)
  • Jobs (list)
  • Job (card)
  • Sales Credit Memo (list)
  • Sales Orders (list)
  • Posted Sales Invoices (list)
  • Posted Sales Shipment (card)
  • Posted Sales Shipments (list)
  • Posted Sales Credit Memos (list)
19715
General ApplicationIn Business Central 2020 release wave 2 (BC17) and newer versions, Navigate was renamed to Find Entries. Navigate in Document Capture is now renamed to Find Entries in Business Central 2020 release wave 2 (BC17) and newer versions.
21584
General ApplicationA new storage migration wizard has been developed. The wizard is used to move files from one storage setup to another.24226
General ApplicationA new option field "Purchase File Display Name" has been added to the Document Capture Setup page. The field controls how the document file name is displayed in the Document Capture drag and drop FactBox on posted documents.
Available options are:
  • Posted Document No.
  • Posted Document No. + Vendor Document No.
  • Unposted Document No.
26739
General ApplicationTeaching tips have been added to the following pages.
  • Document Category
  • Template Card
  • Purchase Line Translations
  • Posting Setup (Accounts for Amounts)
  • Standard Amount Distribution Code
  • Document Card
  • Invoice Matching
  • Split and Merge Documents
  • Purchase Allocation
27495
General ApplicationA link to the Continia Company Setup page has been added to the Document Capture Setup page.29017
Platform and TechnologyWith the release of Document Capture 2022 R1 (9.00), we only support Business Central 2019 Spring (BC14) and newer versions.

Even though we are not supporting Business Central October 2018 (BC13) and older versions in Document Capture 2022 R1 (9.00), we are still supporting the old NAV/Business Central versions in future service packs released for Document Capture 2021 R2 (8.00).
27541
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.23.0.
31352
Purchase DocumentsIn the app-based versions (BC15, BC16, BC17, BC18, and BC19), the "Document Files factbox" has been added to the following pages. 
  • Posted Purchase Invoices
  • Posted Purchase Credit Memos
The factbox is shown by default.
26762

Bug fixes

All relevant bugfixes released in service pack 1 to service pack 2, hotfix 3 for Document Capture 2021 R2 (8.00), service pack 1 to 3 for Document Capture 2021 R1 (7.00), and service pack 1 to 4 for Document Capture 2020 R2 (6.50) are also included in Document Capture 2022 R1 (9.00). The description of these bugfixes is not repeated on this page.


Functional areaDescriptionID
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 TemplatesFixed an issue where it was not possible to recognise any fields on a document after performing split and merge.30352
Documents and TemplatesThe ID template for PDF invoices (EINKAUF-ID) in the CH localization configuration file has been updated with rules to better identify "VAT Registration No." on imported invoices.30508
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 TemplatesAdded additional identification rules for the XRECHNUNG-ID XML identification template to support the latest version of the XRechnung format.  31339
Documents and TemplatesWhen capturing an XML document with an embedded file where the base64 text included spaces, the attachment file was not created. PEPPOL URI attachments were not saved as an attachment. The new template field URI Attachments will now handle these types of attachments.  31458
Documents and TemplatesWhen running Document Capture in Busniess Central Online and using the functions Split and Merge, Rotate and Move Up/Down you sometimes recive the error:
  • C:<span>azagent</span>A1_work\27\s\Continia.Common.Imaging\PdfTool.cs..ctor - LoadFromStream caused an error. Status: GenericError, Page: 0.
31514
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 ApprovalWe have fixed an issue where the number of documents was not correct in the Approval Portal.
31573
General ApplicationThe CDC-APPROVE permission set had execute permission to all tables, pages, and codeunits. These permissions have now been removed as the DC permission set must be used together with the standard permission sets, and these already have the execute permissions.29308
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
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