Detailed Changelog for Continia Document Capture 2024 R1
This article lists all new features and bug fixes for each version of Continia Document Capture 2024 R1.
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).
Important
Currently, Document Capture supports BC v14 and the three latest versions of Business Central. This will change with the release of Document Capture 2025 R1 (26.00) in April 2025. Document Capture 2025 R1 (26.00) and all future versions from then on will only support the three latest versions of Business Central.
The next version of Document Capture – Document Capture 2024 R2 (25.00) – will be the last version with support for Business Central April 2019 (BC v14).
Document Capture 2024 R1
Release date, online: April 2, 2024
Release date, on-premises: April 12, 2024
App version: 24.0.0
FOB version: 24.00
Note
With its 2024 spring release, Document Capture made a version leap from 12.00 to 24.00, meaning that versions 13.00–23.00 don't exist and never will. This was done in order to align the versioning of Document Capture with that of Microsoft Dynamics 365 Business Central.
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Country and Regional | The SAF-T data model includes reference to the voucher but not the voucher itself. The SAF-T audit file, which can be exported as a Business Central standard feature, will therefore cover the required information, as Document Capture builds on top of the Business Central standard bookkeeping features. For more information about the SAF-T audit file in Business Central, please see the article below. https://learn.microsoft.com/en-us/dynamics365/business-central/localfunctionality/denmark/how-to-use-saft-audit-files-export?source=recommendations | 50464 |
| Document and Templates | The Code field has been added as a non-editable field to the Template Field Card page. Select Show more to view the field. | 47529 |
| Document and Templates | The below configurable message can now be configured as type Information:
| 47538 |
| Document and Templates | To simplify configuration, a Customizable Columns section for the custom searchable and sortable template header fields in the Document Journal's document list has been added to the Document Category card. | 49668 |
| Document and Templates | The following improvements have been made in regards to the secure archive functionality:
| 49684 |
| Document and Templates | A new field, Vendor Bank Account No., has been added to the Purchase category XML master templates. The field property Insert new on Template 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. If the recognized bank account is does not exists on the vendor's bank list, an error comment is created. The function validates digits only (all other characters are ignored). A new field, Vendor Phone No., has been added to the Purchase category XML master templates. The field property Insert new on Template is set to False by default. The Is Valid codeunit applied to the field checks that the captured phone number exists for the vendor. The template field validates the recognized value against the Phone No. field on the vendor. If the recognized phone number does not exist or is different on the vendor, an error comment is created. The function validates digits only (all other characters are ignored). | 49785 |
| Document and Templates | Possibility to specify an Amount Distribution Code in the document line on the Document Card has been added. Translations can be added by using Translate To Type and Translate to No. fields in the document lines or the translations actions No. and Description in the lines section. | 49822 |
| Document and Templates | The actions Hide OK Lines and Show All Lines have been added to the Lines section on the Document Card. Toggling this will either hide lines that are marked as OK or show all captured lines. | 50100 |
| Document and Templates | The Send Email To field has been added to the Document Sharing page. The following options are available:
| 50281 |
| Document and Templates | A new field, Vendor Phone No., has been added to the Purchase and Purchase Order category PDF master templates. The field property Required is set to False by default. The Is Valid codeunit applied to the field checks that the captured phone number exists for the vendor. The template field validates the recognized value against the Phone No. field on the vendor. If the recognized phone number does not exist or is different on the vendor, an error comment is created. The function validates digits only (all other characters are ignored). | 50468 |
| Document and Templates | The line recognition feature has been significantly improved with the introduction of the following features:
In addition, the following features have been introduced and made available to customers using the OCR engine with AI recognition capabilities:
For more information, see Enhanced Line Recognition. | 50506 |
| Document and Templates | The following change only applies to Microsoft Dynamics 365 Business Central 2024 release wave 1 (BC v24) and newer versions. With the release of Business Central 2024 R1, the captions of the standard fields Job No. and Job Task No. have been changed to Project No. and Project Task No. Therefore, the Document Capture template header field Job No. has been renamed to Project No. When you upgrade to Document Capture 2024 R1 on Business Central 2024 R1, the template field is automatically renamed. | 53978 |
| Document Approval | When rejecting a document shared with you by another colleague, the approval comment now includes the phrase "on behalf of" to clarify the context of the rejection. The comment will appear as follows:
| 24436 |
| Document Approval | In previous versions, the use of approval sharing could result in the scenario where a given approver would need to approve a document multiple time - one for each user who shared their approval requests and possibly the approvers own approval request. The approval system now looks ahead to the next approval request in the approval sequence. If that approval request can be approved by the current approver the system will automatically approve that request as well.
| 43910 |
| Document Approval | When configuring the XML template to Show Embedded PDF files as Default (instead of the styled XML view), embedded PDF files were shown only in Business Central. Now. Now, the embedded PDF files are also viewable in the Web Approval Portal. | 50908 |
| General Application | Teaching tips have been added to the Suggest Header Field Captions page. | 40909 |
| General Application | The following change only applies to Microsoft Dynamics 365 Business Central 2023 release wave 1 (BC v22) and newer versions. Support for the data processing app QR-Bill Management for Switzerland has been added to the OCR process. The solution identifies valid QR code(s) and includes the following features:
| 41261 |
| General Application | The right and left arrow keys can be used to move the cursor between the Field and Value columns in the Document Header section on the Document Journal and Document Card pages. | 42484 |
| General Application | A new Retention Period (Years) field has been added to the Document Capture Setup page, to be used with the newly introduced Run Data Maintenance action on the Document Capture Setup page. This action deletes all OCR values in the Document Word, Document Value, and three AI data tables for documents older than the retention period (closed fiscal years) specified in the Document Capture setup. Warning: Deleting historical OCR words and values will compromise the completeness of the Document Search function for documents exceeding the retention period. However, this will significantly enhance search speed for more recent documents. Furthermore, field recognition on documents may become faster, particularly for databases with extensive historical data. For further details, refer to the Continia Docs article. | 45845 |
| General Application | The following change only applies to Microsoft Dynamics 365 Business Central 2024 release wave 1 (BC v24) and newer versions. Multi-Entry Management from Binary Stream is now supported in Document Capture. When registering a document in the Document Journal with an Entity Dimension defined in the MEM Multi-Entity Management Setup page and configured as a template field, the field's value will be automatically populated in the purchase or sales documents. This eliminates the need for users to specify the entity dimension in a MEM dialog, simplifying the document registration process. Due to the limitations in the Binary Stream Multi-Entry Management, registering documents in the Sales category does not invoke a MEM functionality when the entity dimension value is missing. To prevent registering documents in the Sales category without an entity value defined, the following non-configurable error comment is shown:
| 46332 |
| General Application | A new GDPR Retention Period (Years) field has been added to the Document Capture Setup page, to be used with the newly introduced Run GDPR Maintenance action on the Document Capture Setup page. This action deletes all data stored in Document Capture related to registered and posted documents older than the GDPR retention period (fiscal years) specified in the Document Capture setup. Additionally, the maintenance process considers the Allow Document Deletion From date on the Purchases & Payables Setup page and the Minimum Archive Period configured in the Secure Archive, if enabled. For further details, refer to the Continia Docs article. | 48611 |
| General Application | The column User ID has been removed from the Document Log Entries and System Log Entries pages. The change has been made to comply with GDPR legislation in certain countries, such as Germany. To adhere to bookkeeping legislation in other countries, like Denmark, the value remains accessible via Page Inspection (zoom). A user with sufficient permissions is still able to inspect the user ID by using the Page Inspection (zoom). | 49661 |
| General Application | This version introduces the Document Control Log which makes it easier to do a proactive follow-up on documents having one or more failed Secure Archive checks. The list is populated from a batch job that can be either executed or scheduled in the current user session. The Document Control Log offers easy access to a number of related information through direct access to Find Entries and the Document Log Summary for further examination of the document. | 49767 |
| General Application | A link to the Document Log has been added to the Document Journal page. | 50367 |
| General Application | With the introduction of Enforced Digital Vouchers in BC23.2, attaching documentation as incoming documents, prior to posting purchase document and journals, will in certain localizations become mandatory. When using Document Capture in an environment where Enforced Digital Vouchers is configured to check for attached files prior to posting, Document Capture will automatically create a digital voucher when a document in registered as a purchase document or a journal entry. The primary document (OCR processed) and any drag and drop attachments, will automatically be added to a digital voucher associated with the purchase document or journal entry. When using purchase allocations (part of the approval functionality available with Document Capture) the system can be configured to include the digital voucher, associated with the purchase document pending approval, in the G/L posting. Associating digital vouchers to purchase allocations is optional, regardless of localization and BC version. How to enable the feature:
| 50510 |
| General Application | Possibility to drag-and-drop attachments to the general and purchase journal lines has been added. Files can be attached using the action Attachments available in general and purchase journals. | 50913 |
| General Application | Previously, the only supported migration path from on-premises to Business Central Online was from BC15. Migrating directly from BC14 to BC24 in a single step is now supported. | 51069 |
| General Application | When sending a purchase approval status email to the approval users and the mail delivery fails, the error message shown now includes the email address of the failed recipient. | 52062 |
| General Application | Enabling the option Check for attachment before posting of purchase document in the Document Capture Setup page specifies if the system should display an error message if no incoming document or Document Capture file is associated with the document at the time of posting. The check is imposed both on purchase documents and purchase journals. The option only applies to on-premises environments and Business Central versions 23.1 and earlier. | 52815 |
| General Application | The internal version of Document Capture 2024 R1 has been updated to 24 (the internal version of Document Capture 2023 R2 was 12). The change aims to align the Continia solution versions with those of Business Central, simplifying for Continia partners which versions of the solutions are compatible. The synchronization is particularly crucial for the Continia Core and Continia Delivery Network extensions. | 53678 |
| General Application | Now the user export will only run if any changes necessitate a new export, reducing unnecessary excessive exports when configured in the Job Queue. If the export is run in a database where the data for export is unchanged since the last export, the following notification will be shown:
| 53851 |
| Platform and Technology | With Document Capture 2024 R1 (24.00), we have released Document Capture for Microsoft Dynamics 365 Business Central 2024 release wave 1 (BC24). Document Capture 2024 R1 (24.00) in Business Central online will not be available for Microsoft Dynamics 365 Business Central 2023 release wave 2 (BC23). You will only be able to use Document Capture 2024 R1 (24.00) in Business Central online when you have upgraded to Microsoft Dynamics 365 Business Central 2024 release wave 1 (BC24). | 32409 |
| Platform and Technology | With the release of Document Capture 2024 R1 (24.00), an upgrade tool that enables direct upgrade to Document Capture 2024 R1 (24.00) from the following versions is included:
For details, please see Upgrading to Continia Document Capture 2024 R1 (13.00) for FOB versions. | 41925 |
| Platform and Technology | Continia has established a new data center in Australia – AU East. For more information, see Data Centers. Note This note was added later, on April 25, 2024, as it was unintentionally left out of the changelog when Document Capture 2024 R1 (DC24.00) was released. | 52861 |
| Platform and Technology | The Continia Web Approval Portal has been updated to version 24.0.0 | 54033 |
| Platform and Technology | With the release of Document Capture 2024 R1 (24.00), support is provided for the following versions (BC v14 and the three latest versions of Business Central):
| 54579 |
| Purchase Contracts | When registering a document (invoice) based on a purchase contract, it is possible to define if a comment purchase line with a posting description should be created. To manage this, the following three new fields have been added to the Purchase Contract Card page:
| 45255 |
| Purchase Contracts | A new field, End Date, has been added to the Purchase Contract Lines. This field is used to verify relations to a purchase contract line in multiple scenarios, when updating start and end date fields. If there are already posted invoices, which are linked to the purchase contract line and latest posting date is not within the contract line start and end dates, one of the following errors is shown:
| 45569 |
| Purchase Contracts | The following feature is only available for the US localization of Document Capture. Added support for defining tax differences on the purchase contract lines using the Purchase Contract Statistics page. To view and adjust the taxes breakdown for the purchase contract, the action Statistics is added to the Purchase Contract card. | 46116 |
| Purchase Contracts | Multiple invoices related to the same purchase contract and within the purchase contract's invoicing period are not auto-approved. | 47823 |
| Purchase Contracts | The Continia Web Approval Portal has been extended to support the selection of purchase contracts for purchase invoices. The below three fields are added to Invoice Lines section in the Web Approval Portal enabling the approvers to select/change the associated contract number and contract line:
| 48956 |
| Purchase Contracts | Field Purch. Contracts Administrator in the Continia User Setup has been set to Obsolete = Pending. To replace the setup field, a new permission set CDC-PC-ADMIN has been created. Therefore, all Purchase Contracts administrators must be manually assigned this permission set after the upgrade. The following fields on the Purchase Contracts List and Purchase Contract Card are now only visible to users who are assigned the CDC-PC-ADMIN or similar permissions:
| 50886 |
| Purchase Contracts | To ensure that the amounts on the created purchase invoice are based on the registered document instead of the purchase contract lines, a new option, Distribute Document Amount, has been added on the Purchase Contracts Setup page. With the option active, the document’s amount will be distributed across the active purchase contract lines which have the Price Type set to Variable Amount, when the document’s amount is recognized using a header template amount field The purchase contract lines with the Price Type set to Fixed Amount are not included in the distribution process, and therefore transferred to the registered invoice with their original contract line amounts. The configuration file has been updated for all localizations, ensuring that the Distribute Document Amount feature is automatically activated for new users of Purchase Contracts. Existing users upgrading to this version will not experience any changes in their current setup. However, by running the Document Capture Setup Guide or downloading the updated Purchase Contracts configuration file from the Purchase Contracts Setup page, the Distribute Document Amount feature will be activated. | 53389 |
| Purchase Documents | You can now enter a negative amount in the New Amount Excl. VAT field on the Change Document Amount page. The error message displayed when entering a negative number in the New Amount Incl. VAT has been changed to the following:
| 48535 |
| Purchase Documents | Added a column showing the date and time the document was imported to the Document Log Summary page. | 49582 |
| Purchase Documents | The possibility to handle vendor delivery notes in the Purchase Order category has been introduced. This feature builds on the existing purchase invoice matching user interface from the Purchase category, which makes it easy to navigate and utilize the functionality. With this new feature, delivery notes can be easily matched with purchase orders and posted as purchase receipts, | 49672 |
| Purchase Documents | Previously, the Incoming Document Files factbox was hidden if Document Capture was configured in the current company. As the incoming documents functionality is a key part of Microsoft's new Digital Vouchers feature, the factbox will not be hidden but instead showing it below the Document Viewer factbox. | 51602 |
| Purchase Documents | When updating an existing purchase order in the Purchase Order category in the Document Journal, the following comment was shown:
| 52399 |
| Purchase Documents | When both the standard attachment action and the Document Capture attachment action are visible on the same page, the caption for the Document Capture action is changed to Document Capture Attachments. | 52781 |
Bug fixes
All relevant bug fixes released in service packs and hotfixes up to Service Pack 2, hotfix 1, for Document Capture 2023 R2 (12.00) are also included in Document Capture 2024 R1 (24.00). The description of these bug fixes is not repeated on this page.
| Functional area | Description | ID |
|---|---|---|
| Document and Templates | When you register a sales document with document lines and use item translation by No. or Description, the sales line's Unit of Measure will now be automatically filled in on the registered sales document based on the item's specified Unit of Measure, even if the Unit of Measure field is left blank in both the document line and the translation settings. | 48402 |
| Document and Templates | When having configured the Document Storage option in the Document Capture Setup page as File Service and using Cloud OCR, XML files could not be imported. | 52904 |
| Document and Templates | When manually entering values in the document line fields, on the Document Card, you experienced a warning and the document viewer could become unresponsive. | 53959 |
| Document Approval | When trying to assign a filter with a length over 80 characters by using lookup in Assigning Filter in the approval user group permission, the following error occurred:
| 48914 |
| General Application | Changed the way Document Capture requests the number of files to process when opening the Document Journal. This will speed up opening Document Journal immensely when using File Service as the storage type. | 53801 |
| Order & Receipt Matching | When conducting a purchase order/receipt match and manually unmatching everything, you could end up with an empty comment section, potentially allowing you to register the invoice unnoticed. This was only possible if the Allow Register w/o Amounts option in the template was enabled. | 45238 |
| Order & Receipt Matching | When a matched amount was calculated during the match process, the amounts where rounded using the rounding precision from General Ledger setup, instead of the rounding precision from the currency involved. | 49716 |
| Purchase Contracts | The following feature is only available for the US localization of Document Capture. Support for tax calculation has been added to the Purchase Contract Card. The following two new fields have been added to the purchase contract header:
| 32643 |
| Purchase Documents | If an invoice had the same document number as a credit memo, attachments from both documents would be shown on both the documents in the drag and drop section. | 42973 |
| Purchase Documents | When on a Document selecting a Standard Amount Distribution Code the lookup would codes that will cause an error later in the flow. Now, only selectable Standard Amount Distribution Codes for the vendor are presented to the user on the Document List with Image page. On the Accounts for Amounts page, the lookup will return an error immediately if the user selects an unselectable Standard Amount Distribution Code. The error is the following:
| 44152 |
| Purchase Documents | When having a Purchase Order with attachments, the drop-down was not visible. The following changes have been made regarding the availability of the Document Viewer on the Purchase Order Card:
| 51495 |