Release Notes
ExFlow 24.0.0.0 – Release Notes
Type of Release:
Major Release
Release Date:
2024-09-13
Release Information:
Requires BC 23.0 or later
The admin search not being able to open documents in ExFlow web is resolved in 24.0.310.33
Issue related to Auto Acc groups for BC 25 is resolved in 24.0.310.31
Entra Groups not being updated correctly with ExFlow resolved in 24.0.310.31
Dimension filter search in ExFlow Web improved in version 24.0.310.31
Finnish customers can now again import lines and the calculation of Line Amount is correct - solved in 24.0.310.20
New event added to enable more customization of Re-Invoicing - added in 24.0.310.20
Multiple improvements to the search in ExFlow Web when using dimension filters on the ExFlow User - improved in 24.0.310.20
Negative line discounts can now be handled in the Import Journal in 24.0.309.15
In some specific cases the option "Minimum No. of Approvers" did not work as intended, this has been resolved in 24.0.309.15
Being able to change incorrect discounts is solved in 24.0.310.12
Minor fixes to Order matching where ExFlow sometimes could not identified the correct line is solved 24.0.310.12
ExFlow permission sets not containing enough permissions is solved in 24.0.310.12
New Features
| ID | Area | Description |
|---|---|---|
| 31845 | Approval Status | Added PDF FactBox in Verify Changes Page |
| 32005 | Email Reminders | Added new E-mail Reminder for Documents On Hold |
| 36272 | Reports | Improvements done in the Approval Status Report, now supporting different currencies in a better way when recalculating the lines |
| 36766 | Email Reminders | Added new E-mail Reminder, Users who create the Purchase Order/Quote is now able to get a reminder that the document has now been fully approved. |
| 38927 | Setup | Added possibility to block the posting of documents outside of ExFlow, I.e creating a Purchase Invoice and then posting it bypassing the need for approval. |
| 40503 | Approval Status | New bigger feature added, set filters on what is allowed values to be changed in the web, if set now there is no manual check needed for these values when running Verify changes. |
| 39935 | ExFlow Sales Orders | Added support for Custom Shipping Address |
| 41637 | ExFlow Sales Orders | Added the option to use unique No. Series for Sales Orders created through ExFlow Sales Orders |
| 41640 | ExFlow Sales Orders | Added staging possibility for documents that should not be automatically created and instead set on hold, creating more control for specific Customers. |
Improvements/Enhancements
| ID | Area | Description |
|---|---|---|
| 40887 | Preliminary Posting | Fixed issue when working with preliminary posting and deferrals, now the reversing is done in the correct date. |
| 40197 | Finnish localization | Resolved issue in Finnish localization where you could in some cases create the document without a message. |
| 40465 | Setup | Fixed an issue in Export/Import ExFlow Setup where the dimensions would be missing in the purchase codes. |
| 40419, 40422 | Spanish localization | Fixed two issues on the technical side where IDs where missing and added ID type in Import Journal |
| 37501 | Setup | Resolved issue where the Project Manager could not be retrieved in dynamic approval flows |
ExFlow 23.2.0.0 – Release Notes
Type of Release:
Minor Release
Release Date:
2024-05-24
Release Information:
Requires BC 23.0 or later
The issue with deferrals and preliminary posting has been fixed in 23.2.34.17
BC upgrades failing sometimes due to ExFlow data has been fixed in 23.2.34.17
The issue when ExFlow Approval Status report didn't create remaining periodic balance in specified account has been fixed in 23.2.34.20
Expose method ''AddDocumentFromBlobs'' that replaces obsolete method ''AddDocumentFromStreams'' has been added in 23.2.34.20
In NA environments ExFlow required Gen. Prod. Posting Group to be populated on G/L Account and Fixed Asset Lines in Import Journal. This issue has been resolved in 23.2.34.28
Preliminary Posted documents cannot be reversed due to adjusted exchange rate on vendor ledger entry. The adjusted exchange rate posting will now be reversed om final posting date, resolved in 23.2.34.28
An issue where users with permission set EX ACCOUNTANT were denied access to ExFlow Import Journal Batches has been resolved in 23.2.34.28
Line discounts were calculated twice in Import Journal has been resolved in 23.2.34.28
Approving documents in Business Central with same functionality as ExFlow Web regarding setup in ExFlow Columns "Update VAT Product Posting Group" and "Update Gen. Prod. Posting Group" has been added in 23.2.34.28
Support for Prel.Posting without VAT has been added in 23.2.34.28
Improvements/Enhancements
| ID | Area | Description |
|---|---|---|
| 39085 | Import Journal | Resolved issue regarding import of the OIOUBL format |
| 40104 | Import Journal | Great improvement to the performance when working with the multi line matching |
| 39999 | Import Journal | Resolved an issue where invoices with service items could in some cases not be created from the Import Journal |
| 39764 | Import Journal | Now ExFlow will support the dimensions on the accounts as well in the background posting. |
| 39492 | Import Journal | Resolved an issue with the payment method code when working with credit memos. It would previously not pick this up correctly. |
| 39085 | Import Journal | Resolved issue regarding import of the OIOUBL format |
| 40104 | Import Journal | Great improvement to the performance when working with the multi line matching |
ExFlow 23.1.0.0 – Release Notes
Type of Release:
Minor Release
Release Date:
2024-03-26
Release Information:
Requires BC 23.0 or later
Added back support for Re-Invoicing other line types towards G/L account. - Fixed in 23.1.282.13
Added new tables with read permission for EX BASE - Fixed in 23.1.282.13
Enhanced existing functionality “Matching Delay” in ExFlow Setup, now a different error message will show if the document date or due date is within the date formula. This will make it easier to use this functionality so the customers know what documents needs their attention. - Fixed in 23.1.282.13
New Features
| ID | Area | Description |
|---|---|---|
| 11392 | Web | Added support for Confidential Invoices in ExFlow Web and the Business Central |
| 25408 | Web | Enhancing the existing functionality of Re-Invoicing with multiple new features |
| 27791 | Technical | Added support for ExFlow Tables in BC Data Search |
| 28316 | Web | Added basic support for BC standard Inter Company in ExFlow |
| 30635 | Web | Added reason code in ExFlow Web for Purchase Order matched Documents |
| 32203 | Setup | Improvements to ExFlow Audit Log, possibility to generate PDF with the approval flow |
| 35216 | Import Journal | The Purchaser Code is now able to be shown through personalize in the Import Journal |
| 35729 | ExFlow Data Capture | Added possibility to not synchronize specific vendors to ExFlow Data Capture, this is done through ExFlow Vendor Setup |
| 36300 | Setup | Added possibility to set default message type for Vendors, only available in FI localization |
| 39171 | Technical | Added new query to be able to handle Credit Memos and Invoices for Power BI |
Improvements/Enhancements
| ID | Area | Description |
|---|---|---|
| 36337 | Setup | Fixed issue that the Unreceived Order Notification would some times stop working |
| 38656 | Setup | Fixed issue with preliminary posting that previously reversing was not possible when having a different pay-to vendor |
| 38566 | Setup | Fixed issue with the import job creating multiple job queue entries incorrectly |
| 38346 | Setup | The reference description on the contract not being moved to the reference card has been resolved |
| 37306 | Import Journal | The Payment Method Code not being set correctly on Credit Memos has been resolved. This issue was only in US & CA environment |
| 37110 | OMNI | Resolved the issue when some users could not access the contract to be able to fully approve them |
| 36966 | Setup | The issue that attachments in some cases would receive the type “Other” has been resolved |
| 37654 | Setup | Added support to use Job Task No. in the Data exchange for ExFlow |
ExFlow 23.0.329.0 – Release Notes
Type of Release:
Major Release
Release Date:
2024-01-11
Release Information:
Requires BC 23.0 or later
The issue of Business Central upgrades occasionally encountering failures due to an ExFlow-related error has been resolved in version 23.0.329.3.
Vendor Name not showing in in ExFlow Vendor Setup for has been resolved in version 23.0.329.14.
Description 2 not supporting the same number of characters in Business Central as in ExFlow Web has been resolved in 23.0.329.14.
New Features
| ID | Area | Description |
|---|---|---|
| 19664 | Setup | All previous ExFlow settings on the Vendor card as well as ExFlow Advanced Vendor Options have been moved to ExFlow Vendor Setup |
| 30367 | Setup | All previous ExFlow settings on the Vendor card as well as ExFlow Advanced Vendor Options have been moved to ExFlow Vendor Setup |
| 30676 | PO-matching | Additional fields added into ExFlow Approval Documents in Business Central making it easier to approve invoices that are matched to a PO |
| 31319 | Web | Added support for additional tax fields in ExFlow Web for US and CA localization |
| 32226 | Import Journal | Invoice Message will be populated with Vendor Invoice Number if the Invoice Message is empty - only in FI localization |
| 34703 | Setup | EDC Accounts, ExFlow BLOB Storage & ExFlow File Import Setups will automatically be disabled whenever a sandbox copy is created |
| 34979 | Setup | Imported lines with the value of 0.00 will be automatically removed when imported. Only applicable for the Item line type |
| 36206 | Technical | Added the option to import all PDF's to all companies when importing documents during upgrade from NAV to BC |
| 36629 | Setup | Added new setting in "Order and Quote Approval" - "Only receive Approved Order". When enabled, Purchase Orders will not be able to be received as long as the Purchase Order is not fully Approved in ExFlow. This setting is only applicable when Purchase Order Approval in ExFlow is enabled |
Improvements/Enhancements
| ID | Area | Description |
|---|---|---|
| 36410 | Setup | Enhanced Email Translation for Unreceived Orders - Resolved issue related to E-mail translation for Unrecieved Order |
| 32724 | Reports | Improved Final Posting Accuracy for Bridging Accounts -Implemented fixes for situations where enabling "Exclude Periodic Lines with Start Date after Posting Date" and "Post Remaining Periodic Balance to Separate Account" in the Approval Status report could result in incorrect final postings for bridging accounts |
| 34522, 36785, 37027 | PO-matching | Optimized PO-Matching Functionality - Multiple improvements to PO-matching, including the ability to match the same item multiple times on different lines on the purchase order |
| 34900 | Setup | Streamlined Vendor Master Data Sync - Resolved an issue that occasionally prevented manual use of the Master Data sync for vendors to ExFlow Data Capture |
| 35139 | Setup | Enhanced ExFlow Get Started Wizard - Automatically created jobs have been removed from the ExFlow Get Started Wizard, empowering Delegated Admin users to run the wizard with greater control and ease. |
| 35228 | Approval | Improved Approval Flow Control - Approval flows will now only initiate once the Purchase Order/Quote is released, preventing unintended flows. Additionally, users can now modify approval flows when the status is Open, offering greater flexibility, especially when working with Auto Approval Groups |
| 35323 | Import Journal | Resolved Repetitive Job Queue Entry Issue - Job 881 continuously being added to the job queue entries is successfully resolved |
ExFlow 22.2.110.0 – Release Notes
Type of Release:
Minor Release
Release Date:
2023-09-27
Release Information:
Requires BC 22.1 or later
Fixed various issues related to working with multiple prepayments solved in 22.2.110.11.
Vendor Master Data sync not working with new EDC integration when using Swedish language solved in 22.2.110.11. Purchase Invoices not being able to be posted solved in 22.2.110.14.
Not being able to approve in certain localizations from ExFlow Approval Documents page solved in 22.2.110.22.
Auto Coding Suggestion not being able to be created as well as minor improvements solved in 22.2.110.22.
Unit of measure being removed when creating documents when working with Progressus solved in 22.2.110.32.
New event added related to the imported purchase line added in 22.2.110.42.
Job queues removed when running ExFlow wizard, now partners with Delegated Admin will be able to run the wizard in 22.2.110.42.
Two new events added related to updating dimensions and order matching in 22.2.110.46.
Added new event for search in ExFlow web in 22.2.110.57.
New Features
| ID | Area | Description |
|---|---|---|
| 32727 | Contract Matching | Reminder added for missing/expected invoices according to Contract lines (periods) |
| 32727 | Contract Matching | Quick create Contract from Invoice added to Actions in Import journal |
| 32727 | Contract Matching | Auto Acc. Group added to Contract Statistics and Approval Status History |
| 32747 | General | Additional ExFlow tables added to Export/Import setup |
| 32823 | Invoice Storage | Added native support for external storage in SharePoint |
| 32920 | PO-matching | Support for reminders on Orders with unreceived lines in Approval Status |
| 32923 | PO-matching | Order No. is no longer populated when processing additional invoice line charges |
| 32817 | Sales Order Import | Improved accuracy of matching customer ship-to location when importing Sales Orders |
| 34604 | Sales Order Import | Improved accuracy for matching customer contact when importing Sales Orders |
Improvements/Enhancements
| ID | Area | Description |
|---|---|---|
| 34515 | Approval | Control on minimum No. of approvers causes issues if line is sent for approval on dummy account with only first approver |
| 32757 | Approval Status | Batch Posting resets any filters in page |
| 34112 | Import Journal | Column headers are sometimes not responsive when horizontal scrolling |
| 34358 | Import Journal | Error when creating invoice with item charge assignment from Import Journal |
| 34694 | Import Journal | [BE localization] Error message: 'Structured Message failed…' when controlling payment reference field |
| 34698 | Invoice Storage | Additional setting to commit certain no. of invoice images in batches when enabling |
| 32315 | Job Queue | Job queue creates multiple unnecessary entries for CU 12057075 |
| 33739 | PDF-viewer | PDF preview sometimes cuts text on invoices in Import journal and Approval status |
| 32386 | PO-matching | Issue when creating documents where an item charge line is listed above the item lines it is assigned to |
| 32820 | PO-matching | Error Code: '...DB:recordExists' sometimes when importing documents for PO matching |
| 34206 | PO-matching | Invoice Line is connected to the wrong post. rec. no |
| 34547 | PO-matching | Final prepayment invoice not calculating correctly if other currency than LCY |
| 33248 | Search | Error message: 'The length of the string...' when applying filter on approver and vendor |
| 33150 | Wizards | Broken video links in PO-matching wizard |
| 34515 | Approval | Control on minimum No. of approvers causes issues if line is sent for approval on dummy account with only first approver |
| 32757 | Approval Status | Batch Posting resets any filters in page |
ExFlow 22.1.204.0 – Release Notes
Type of Release:
Minor Release
Release Date:
2023-08-29
Release Information:
Requires BC 22.1 or later
Unable to import invoices if scheduled job for OCR Service has been deleted resolved in 22.1.204.5.
Amount calculated incorrectly for prepayment invoices when using other currency than LCY fixed in 22.1.204.8.
Unable to upgrade from older version of BC & NAV to BC Online has been fixed in 22.1.204.11.
New Features
| ID | Area | Description |
|---|---|---|
| 29378 | Approval | Always check minimum number of approvers when the last user is approving |
| 30565 | Approval | Restrict Printing/Sending Purchase Order that is enabled for ExFlow, if the document is not fully approved |
| 29382 | Approval | Status Possibility to send back document line to any approver when rejecting changes |
| 31251 | General | Support for Auto Acc. Group as a feature |
| 29364 | Import Journal | Send chat notifications to BC users from Import journal |
| 28139 | Import Journal | [US localization] IRS 1099-related fields added to Import Journal |
Improvements/Enhancements
| ID | Area | Description |
|---|---|---|
| 32670 | Approval | Auto Acc Group not modified when changing G/L account in ExFlow web |
| 33312 | Approval | Status Document Status not updating in Approval Status when PO matched documents are fully approved |
| 28805 | General | Unable to edit lines on unreleased Purchase Order, if it will be assigned an Approval Group |
| 33306 | General | Error when adding/modifying new lines on a Purchase order, if Purchaser code is applied |
| 33272 | Import | Error message: "You have modified Tax Area Code" when batch importing documents in some scenarios |
| 32474 | Import Journal | Prepayment amount on final invoice incorrectly calculated if previous invoices are including VAT |
| 30913 | Import Journal | Not possible to use Propose VAT line if a PO number has been applied |
| 33055 | Import Journal | Error when adding additional approvers manually in Approval Proposal, if Approval rule has already been applied |
| 33062 | Import Journal | Error Message: Type must not be in ExFlow Purchase Document Line if Auto Coding Suggestions are enabled |
| 30145 | Import Journal | Dimension values applied from OCR Import mapping not displayed on document lines until Dimension Set Entries page has been opened |
| 32113 | Import Journal | All Import journal batches are processed, not only the selected one, when running Import Documents |
| 33244 | Import Journal | [US & CA localization] Tax Area Code not populated correctly from Vendor/Location to document in some scenarios |
| 33724 | Import Journal | [BE localization] Users with permission set EX ACCOUNTANT can experience permission errors when importing documents |
| 33269 | PO-matching | If Match Document to is set to Receipt, invoice is still matched to Order line incorrectly |
| 26078 | Purchase Codes | [US & CA localization] Tax Area Code and Tax Group Code added to ExFlow Purchase Code |
| 29827 | Search | Slow searching in BC and time outs in ExFlow web when only filtering on line values |
ExFlow 22.0.274.0 – Release Notes
Type of Release:
Major Release
Release Date:
2023-06-19
Release Information:
Requires BC 22.1 or later.
Various issues with PO matching solved in 22.0.274.5
Purchaser and Purchase Coordinator missing in Email setup fixed in 22.0.274.5
Not possible to install latest version fixed in 22.0.274.12
Preliminary Invoice posted when PO matching fixed in 22.0.274.12
Error "Default Admin Role ID must have a value" when activating new license key fixed in 22.0.274.12
Issue updating document lines if a receipt has been posted after import fixed in 22.0.274.14
Preliminary Posting activated after upgrade to 22 fixed in 22.0.274.19
Document Status not updating in Approval Status when PO matched documents are fully approved fixed in 22.0.274.25
Approval proposal in import journal gives an error message when adding approvers fixed in 22.0.274.25
New Features
| ID | Area | Description |
|---|---|---|
| 11088 | Localization | Support for Belgium localization |
| 18732 | Audit Log | Detailed Audit log added as a new feature. View document changes in an overview based on invoice states and actions, or drill down to view detailed changes for each field. |
| 25219 | Invoice Storage | External Storage added as a new feature. It is now possible to store your invoice images in an external storage such as Azure Blob storage. At posting, the invoice image will be removed from the database, and stored externally instead. The framework can also be extended to use with other storage services such as Sharepoint, AWS, local folder etc. |
| 26367 | Budget Controls | G/L Budget Controls added as a new feature. Activate by running the wizard for ExFlow Budget Controls. Controls are done against G/L budget on G/L account in combination of global dimensions. Approvers will receive warnings in Import journal or during Approval, and automatically a specific approver can automatically be added to the approval workflow if a budget post combination is exceeded. |
| 28612 | Wizards | The ExFlow installation wizard has been reworked and improved. It will now also include setup of users, user references, approval workflows, auto coding suggestions, scheduled jobs and OCR Service Setup. |
| 28937 | Import | Get attachments from an external source based on reference in XML. Specifically requested for FINVOICE |
| 29354 | General | Support for Responsibility Center in ExFlow |
| 30199 | Auto Coding | Improved accuracy |
| 30262 | Wizards | New wizard for activating and configuring PO matching |
| 30290 | PO Matching | Restricting the possibility to match an invoice to an open Purchase Order, or a Purchase Order that has not been approved if activated for ExFlow Approval. |
| 30312 | PO Matching | Possibility to process additional line charges for a PO-matched invoice. |
| 30457 | General | Support for non-deductible and partly deductible VAT. We strongly advice not activating this feature in Business Central since there are critical issues for documents in other currencies than LCY. |
| 27288 | Contract Matching | ExFlow contracts has now been enhanced with Invoice periods, that can be created manually or from Periodicity. The invoicing periods can be set to generate Purchase invoices for the purpose of self-billing. |
| 27355 | Users | Select and create multiple ExFlow users from the BC user list. |
| 29858 | References | A new option to automatically create a reference for new ExFlow users has been added to ExFlow setup. From ExFlow user lists, you can also batch create references for all existing ExFlow users. |
| 30309 | PO Matching | Possibility to specify lines types that can be automatically received and invoiced by ExFlow, in ExFlow setup |
| 30666 | General | Tooltips from commonly used pages are now linked directly to relevant sections in User manual at docs.exflow.cloud |
| 31703 | Contract Matching | Reason for manual approval of a contract-matched invoice added to the document in ExFlow web. |
| 27693 | Auto Coding | Vendor added to grouping for Auto coding Suggestions. |
| 29371 | Search | It is now possible to search for Vendor name AND Vendor no. by searching for 'Vendor' in ExFlow web. |
Improvements/Enhancements
| ID | Area | Description |
|---|---|---|
| 30359 | Approval | Posting date is now correctly updated on the Purchase Order when posting a prepayment invoice, as well as VAT dates being incorrectly assigned from the order header. |
| 30642 | PO Matching | Get Receipt/Return Shpmt./Order Lines doesn’t display Qty. for documents in Approval status. |
| 29979 | Vendor | Business Central crashes when creating a new vendor and opening all posting groups, specifically when the ExFlow Setup "Auto Create Vendor ID" is set to "Ask". |
| 30300 | Import Journal | If not enabling 'Direct Posting' on the G/L account set for Prepayments in General Posting setup, an error message that "G/L account is not found" is received when creating a Prepayment invoice. |
| 30399 | Import Journal | Not possible to match invoice lines to PO lines in the import journal if there are already other invoices with lines matched to the same PO lines. |
| 30431 | General | Not possible to access ExFlow Setup if the default Base Role Id is blank. |
| 30448 | Approval | ExFlow Approval is not set to yes per default if copying a Purchase Order. |
| 30660 | Users | Not possible to create a new ExFlow user for delegated Admin if the email address used for authentication is invalid. |
| 30663 | Emails | Email notifications for new comments added to the Discussion Panel in Import journal not sent. |
| 30715 | Approval | Not possible to post a 100% prepayment invoice due to an error regarding Gross Amount. |
| 30725 | Approval | If quantities are manually adjusted on a credit memo that is connected to a Return order, the quantity used in item tracking will come from the Return Order instead of the Credit memo. |
| 30959 | Emails | Email notifications should be disabled in test companies |
| 30960 | PDF-viewer | Some information disappears from certain PDFs. |
| 30961 | Approval | Invoices are sometimes stuck in 'inactive' status if the amount is below 'Min. Doc Approval Amt. (LCY)' |
| 30968 | Approval | General Product Posting Group required on G/L account associated with FA Posting Group |
| 30971 | Setup | Lines are ignored for specific vendors if 'Ignore OCR lines' is set to Yes in ExFlow Setup but Never in Advanced Vendor options for a specific vendor. |
| 30972 | Import Journal | [IT localization] - Field 'Operation Occurred Date' missing on Ex document header. |
| 31059 | Emails | Unable to send reminders online matched document, if PO number is interpreted on header level. |
| 31143 | Approval | Auto-approval on Purchase Order not working when using user setup or purchaser code. |
| 31171 | Approval | Not possible to edit Deferral Schedule in Import journal |
| 31190 | Import Journal | [US localization] - Gen. Prod Posting group missing on invoice even if set as default in ExFlow Setup. |
| 31243 | Import Journal | Due date not calculated correctly for some scenarios |
| 31279 | Verify Changes | The procedure for automatically posting receipts sometimes fails and could result in receipts being posted again next run time. |
| 31341 | Import Journal | Document lines are deleted when changing document type. |
| 31443 | Approval | Document not visible in inbox if put 'On Hold' and forwarded to new approver. |
| 31793 | PO Matching | Possible to post an invoice without receipt if using 'Order and Receipt' as matching option. |
| 31990 | PO Matching | Receipt no. not added if getting receipts manually from actions in Import journal. |
| 31997 | PO Matching | Receipt lines added from PO no. in header are removed if getting receipts manually from actions in Import journal. |
| 31622 | PO Matching | Matching against multiple purchase receipts not working if 'Multi Line matching' is activated. |