Major Release 2.19.0

INTRODUCTION

A new version of AP Automation (powered by ExFlow) for Microsoft Dynamics 365 for Finance and Operations has been released as of June 2026.

Version numbers

The described release in this document supports the following versions.

Dynamics 365 for Finance and Operations Platform version	Dynamics 365 for Finance and Operations application version	ExFlow AP version
Update 71 (7.0.7858.27) or later	10.0.47 (10.0.2527.42)	2.19.0

Package information

The latest package available via LCS are currently 2.19.0. This version is built on 10.0.47 and that’s the lowest version it can be installed on. This version is tested and compatible with 10.0.47

More information: https://docs.signupsoftware.com/finance-operations/docs/user-manual/solution-management/exflow-lcs-solution

NEW FUNCTIONALITY

TruvioSense
We have as part of this release added support for the below functions around our AI offering TruvioSense.

53711 In this release we have launched TruvioSense Coding & Approval. This gives end users the possibility to retrieve coding suggestions based on previously coded and approved invoices in combination with AI LLM model interpretation of invoice data. Coding can be suggested for all line types related to Cost invoices. TruvioSense was formerly known in the application as ML API.
Related tickets 49394, 51890, 52464, 52734, 52807

52081 In relation to TruvioSense Coding & Approval we have introduced a new and improved onboarding and subscription process to make it easier for clients to be onboarded against the new cloud functions we are releasing.
Related tickets 48794, 51822, 52845, 53120, 54205, 54582

IMPROVEMENTS

Direct Posting
We have as part of this release extended the support for direct postings in the below areas and added more validations around the setup to avoid confusion.
40910 We have introduced functionality to work with Pre Payments connected to ExFlow invoices.
41677 We have made it possible to post the line type Procurement against pending vendor invoice and have in this also included an option to post the line types Project and Fixed Assets against pending vendor invoice in combination with procurement categories, when running with Direct Posting.
48095 We have extended the functionality for Deferrals to also enable it with project transactions.
51238 We have extended the functionality for Deferrals to also enable it with procurement category transactions.

Approval object
We have as part of this release extended the new approval object in the below areas and added more validations around the setup to avoid confusion.
48950 We have improved the logging details to also include an event for forwarded invoices.
49356 We have improved the logging details in the Approval workflow framework by adding the approver route information when using the ExFlow position hierarchy.
50592 In approver workflow rules form, multiple rules for same legal entity could be added. An Active toggle has been added to determine which rule group to use.

Sales tax framework
We have as part of this release extended the sales tax framework in the below areas
48234 Sales tax framework now supports gross amount entry on invoices. When a gross amount is entered, the system correctly derives and applies the sales tax during tax calculation, ensuring accurate net and tax amounts.
52028 We have updated the logic to choose correct LedgerJournalEngine object based on the invoice process.
52800 Removed references to the flighting key TaxIntegrationRespectDelayTaxCalculationFlight.

Import from Excel
We have as part of this release extended the functionality to import lines and coding from the excel template in the below areas.
7981 We have made it possible to import from Excel in Approval and Document Form.
19326 We have made it possible to export and import lines.
21422 It is now possible to import lines of type Item and Charges.
29141 We have made it possible to mix line types during the import and export.
51502 We have added the purchase price and quantity as options to use in the file.

Workflow
As part of the release, we have made several changes and added more fields and functionalities to use within the workflows.
49709 Purchase order status field can now be used as condition in all workflows.
50051 Central Bank Purpose code field is added to be used as a criterion in ExFlow Import validation workflow.
51054 We have made changes to the query used for the Payment Workflow in to increase performance but also make it possible to expand the functionality moving forward.

Vendor statement
As part of this release, we have made several changes and added more functionality into the vendor statement functionality.
53143 We have added a new field in the Payment journal to highlight already reconciled transactions to make the payment process more effective.
53163 New filters have been added Vendor document status form to improve performance.
53183 Validation on matching amounts have been added to the Vendor statement reconciliation process to clearly highlight when matching lines have different amounts.
53326 To enable more clear external communication with vendors for reconciliation outcomes, we have added a new report that can be easily shared with external parties and reduce the need for back-and-forth clarifications.
54231 We have introduced a new batch job to automate updates of fully reconciled transactions to reduce manual review processes.
54232 The existing reconciliation report has been enhanced with more details and improved categorization.

Various
8591 We have implemented functionality to create a new posting proposal from Import form based on the current coding.
10832 We have added support for replacers on user groups and roles that a replaced user is part of.
14080 A field for Import method has been added to the import form which will be automatically populated from invoice history if data exists.
16084 We have added the capability to store the final posting errors into the timeline log. This has been implemented for both cost and purchase order invoices.
16087, 52555 We have created new roles, duties and privileges to make it easier to configure new roles and better out of box roles. Please review the documentation on how to adapt these new roles.
27171 The new fields Registration date and Initiator have been added to the report Invoices, to allow for easier monitoring of the invoice registration process.
27849 We have added functionality to manually apply posting proposals in Document Form and My Vendor Invoices.
30010 We have extended and enhanced the report Invoices with more information but also added support for invoices processed with Direct posting.
39192 We have created new entities for the tables connected to Import History.

Entity	Target Entity
Import Table Log	EXF_tImportTableLogV2Entity
Import Table Log Attribute	EXF_tImportTableAttributeLogV2Entity
Import Table Log Attribute Line	EXF_tImportTableAttributeLineLogV2Entity
Import Line Log	EXF_tImportLineLogV2Entity
Import Line Log Attribute	EXF_tImportLineAttributeLogV2Entity
Import Line Log Charge Attribute	EXF_tImportLineChargeAttributeLogV2Entity
Import Line Log Packing Slip	EXF_tImportLinePackingSlipLogV2Entity

41099 We have made it possible to select available permission for the ExFlow Web User levels in the Configuration form instead of manually typing them.
43627 We have made a technical change in how invoice lines are created when an invoice is imported into Import Form.
47100 We have extended the functionality of allocation of charges to also include charges against main accounts.
48254 We have added support for viewing ledger accrual details in the Import, Document and My ExFlow documents forms. A new button Ledger accruals is available at line level for Ledger lines with accruals specified and opens the standard accrual transaction’s view in read-only mode to show the accrual breakdown.
48630 The following tables have been made available to export to Azure Synapse; EXF_tUserGroup, EXF_tUserTable, EXF_tUserRole and EXF_tUserReplacer.
48631 We have made a change to mark the created journal as System blocked when running the batch job ExFlow: Post cost invoices in batch until the job has finished.
48824 We have created a maintenance job to clean up duplicate attachments created earlier through ExFlow.
49684 We have improved the delete confirmation in the Import Form to clearly identify the selected invoice(s), minimizing the risk of accidentally deleting the wrong invoices.
50326 We have made it possible to work with ExFlow Web with an asynchronous process. When taking actions from ExFlow Web the invoices can now be put into a queue in F&O and then be processed with a batch job to improve the performance and user experience on the web.
51091 We have introduced new final posting jobs that are running multi-threaded.
51312, 51313 We have added the fields Enable batch import for scanned invoices, Keep sales tax group, Keep item sales tax group to the ExFlow Parameters entity.
51611 In the approval route form, a check box called System logs option is added, which can be used to view any system generated logs in the Import and Document Form.
52000 We have made it possible to export ExFlow invoices to Process Mining to investigate the invoice process.
52105 The parameters under Web setup Validate in ExFlow Web, Communication with Web, and Fast fetch Invoice Document to Web are now set to default in the new version.
The parameters Recent and Send Invoice Remainder Quantity fields under Web Setup have been moved to: General Parameters System options → ExFlow Web.

52369 We have removed old tokens used in communication with the Azure Marketplace onboarding API and made it mandatory to specify API key for Pagero Online on the import method. Please reach out to support to get a valid key.
52535 We have made an extension to the classes that evaluate the approver workflow rules to include a reference to the current invoice line.

52601 We have made it possible to transfer the KSeF UUID from the ExFlow document to posted invoices during the final posting process. This can be enabled through a new parameter and applies to Invoice register and Direct posting.
52858 We have added the vendor number field VendorId to the inbox search result for ExFlow Web.

38773, 53200 We have upgraded the SSH.NET library used for SFTP communication to version 2024.1.0, adding support for AES-GCM encryption, encrypt-then-MAC (ETM) integrity algorithms and RSA SHA-2 host keys, and improving security through OpenSSH strict key exchange while removing deprecated algorithms.

53275 Import method Pagero Online, we have made a change to allow longer refresh token due to a change in Pagero API from June 15th, 2026.
53853 We have added more extension points to use in combination with multi-approval of invoices from ExFlow Web.

Deprecated

49489 We have removed the support for ExFlow CO2 insights.
51546 We have removed old versions of the Power BI report used in the analytics workspace.

Corrections

21346 When using parameter Reviewers, the approver was selected by primary position and not in selected hierarchy.
37594 The “User/role/group” lookup form. Records were duplicated in the lookup when a user was connected to multiple groups or roles in ExFlow.
44527 A change of line type from Item to Procurement will now behave the same as a change from Item to Charge in the Import form.
45021 Incorrect timestamp was saved in F&O when using the chat in ExFlow Web.
45036 Pinned tiles in ExFlow vendor invoice management workspace were not filtered and updated correctly.
46808 It was possible to select line type Freight Bill in Posting Proposal Advanced even if the company wasn’t configured for Direct Posting.
46854 Not saving some of the coding dimensions for Mixed values Line type layout when adding Project line in Posting proposal advanced form. Some of the coding dimensions disappear after clicking on save button.
48021 In Advanced workflow approver on financial dimension the Edit button was greyed out even if the status was Active.
48105 Updated logics how cancel is set on the invoice, when cancelling an invoice within ExFlow.
48783 We have updated the maintenance job to update cost invoices stuck with status In Journal when running with Direct posting.
49024 The ExFlow measure Total number of final posted invoices in the last 12 months has been corrected to adapt to the approvalDate filter which was previously not working.
49052 The deletion of pre match results for purchase order invoices has been updated to handle cases where the invoice info table record may have changed during processing, preventing update conflicts and ensuring stable pre match execution even when header updates are triggered during line creation.
49453 Landed cost credit invoice amounts were posted with incorrect sign.
49982 In the Import form, when 'Take' is performed, the system will retain any prior sort and filter settings on the form.
50270 ExFlow Sales tax parameters where disabled when running with Direct Posting.
50299, 53852 We have updated the logic for selecting the fixed asset book when posting an acquisition from the Import form, Document form and ExFlow Web. The active default book will now be selected in the same way as in standard.
50328 Duplicate messages were displayed if there were no setup for suggest approvers and you had multiple invoice lines.
50369 In the Document form, when the invoice status is ‘Active’ and the approver status is ‘All’, the system will now include ‘Forwarded’ messages by the mentioned approver.
50427 The field Purchase price incl. tax in Import Form is no longer editable.
50494 The display for outstanding amount in ExFlow analytics has been corrected to display the correct sign.
50547 Buttons not allowed for view security access were available to users with view security access in Global reference form.
50621 The search filter for ExFlow position hierarchy has been updated to enable search of names in the hierarchy.
50661 Function "Import OCR invoices to import form - threads" did not behave as "Import OCR invoices to import form" in Italian companies when using the Pre-Import form functionality.
50664 When using direct posting, the numbers related to various fact-boxes and tables displayed in the analytics Power BI report were incorrect.
50665 Approver status on the line was not updated correctly when processing approval actions in Document Form with only one approver remaining on invoice line.
50922 The buttons Invoice Matching and Post were hidden in Document Form when line type Item wasn’t configured.
50924 Refactored the queries used for view EXF_vWebDocumentTableInfo, that is used as base for sending information to ExFlow Web due to missing information when running Direct Posting.
51042 Some approver type information was lost when changing the approver order in ExFlow Web.
51071 A timeline record were not created when running Import OCR invoice to import form – threads.
51073 The ExFlow coding fields for CompanyTaxInformation_IN and VendorTaxInformation_IN fields were not blanked out when modifying the CompanyLocation_IN or VendorLocation_IN coding fields.
51090 Vendor statement, once the statement is reopened, the worksheet removes all the matched invoices and can be deleted.
51098 Item sales tax group was not auto filled in ExFlow Web for procurement categories.
51103 The logic, that determines which position hierarchy that is used to add parent approver for the ‘add parent approver rule’, has been updated. It is now possible to use either ExFlow or standard hierarchy in combination with the old approval workflow.
51119 We have updated the maintenance job Remove unposted invoice from posted approval journal.
51126 Approver suggestion based on variance table did not always use the latest matching result.
51167 We have updated the labels used in approver validation to display the correct message when validation fails.
51172 Cash discount amount were always calculated based on Net amount when added to Invoice Journal and ignoring the standard setup when running with Direct Posting.
51189 Tax Calculation Framework, when updating line amounts in Import Form an unnecessary refresh was triggered, causing the cursor to jump back to the first line.
51216 We have added removed the ability of manually changing status in Document Form to or from the statuses Invoiced and Cancelled when running with Direct Posting.
51218 When using Auto-match PO invoices on arrival of goods (new) batch job, the number of days for goods arrival was not considered when suggesting approvers.
51233 After a purchase order invoice is manually posted successfully, the system will automatically return the user to the Document Form List page.
51234 An error message was thrown when editing values in the detailed view.
51236 Adjusted the security role ExFlow purchase payable admin to be entitled for Team Member and Commerce license SKUs.
51237 In the Due Date Calculation setup within the Setup Automatic Postings form, the Account Relation lookup values will now be filtered based on the selected Company Account.
51239 Importing invoices with attachments without a filename caused an Object reference error.
51259 The performance upon fetch from purchase order or fetch from packing slip buttons in both Import and Document forms has been increased.
51335 Running Matching or Suggest approvers in the Import Form could result in an error “Cannot create a record in Invoice document (EXF_tDocumentTable)”. This occurred because temporary documents were assigned a unique id based on timestamp, which in some cases produced values that conflicted with the existing Document IDs number sequence, preventing new documents from being processed.
51355 If either of the parameters Keep project dimensions values, Keep sales tax group, Keep Item sales tax group are active for Project line type. The SalesTaxGroup and ItemSalesTaxGroup coding are kept upon changing the Project.
51366 It was possible to setup a rule for import method Internal in Fetch import history line rules.
51386 If SalesTaxGroup and/or ItemSalesTaxGroup are populated in the coding fields on Charge line, upon Allocation of Charges, these coding fields will be transferred into Line item charges form.
51404 Additional validation logic has been added to prevent scenarios where validation of replacer was bypassed.
51414, 51766 The procurement lines were not saved properly when imported from excel with the functionality Import from file.
51448 When using direct posting and summarized invoice, some information was missing in specification document.
51467 Removed an unnecessary API call to Pagero Online, that sometimes led to a 404 error during import.
51476 Universal Tax Rate API, vendor charged sales tax was not set correctly upon invoice import.
51496 We have made adjustments to the triangular currency calculations to align with new changes released by Microsoft in 10.0.46. The cross rate is now calculated properly via the Reference currency for triangulation.
51497 Universal Tax Rate API, an error was thrown when calling the service without Sales Tax Group or Item Sales Tax Group.
51511 Reworked the logic when standard a journal deletion was prevented with message “Journal number %1 contains ExFlow invoice. The journal is not empty and cannot be deleted”.
51530 Universal Tax Rate API, accrue sales tax type was not inherited from vendor upon invoice import.
51541 Universal Tax Rate API, an update conflict occurred when changing the sales tax amount.
51547 Tax Calculation Service, the invoice origin, invoice destination, the shipment destination (delivery) address and shipment origin address were not displayed and populated correctly. We have also adjusted when the fields should be editable.
51556 Universal Tax Rate API, sales tax adjustments within Tax Calculation Service are now supported together with ExFlow Sales tax adjustments.
51569 Journal name and offset account were not defaulted from ExFlow parameter when running "Create journal for accrual of estimated costs" batch job.
51610 When the first position in the approval workflow had sufficient signing limit the parent position was not taken from the selected position hierarchy.
51638 We have added validation to the Dynamic field groups Invoice log setup to prevent incomplete and conflicting Timeline group configurations.
51765 Tax Calculation Service, the invoice origin address will now be updated when vendor is changed in Import Form. We have also updated the criteria for when the address field will be displayed in the different forms.
51766 When importing procurement lines with the Excel import, the approvers will be set automatically based on the dimension or dimension‑combination owner, without needing to manually remove or add dimensions.
51774 Financial Tag in forms, could in some cases not be saved when Financial tag rules were not used.
51788 Payment workflow, when updating the vendor transaction status, the approver status in ExFlow was not updated properly.
51793, 51878 We have improved error handling in case of missing embedded image files during import of invoice xml, to prevent the import from being aborted.
51813, 52856 Universal Tax Rate API, when changing vendor in Import Form, the accrue sales tax type, override sales tax toggle and sales tax group was not inherited from the vendor.
51820 Without using Deferral defaults, the manual option to select Schedule from template was not active when using the deferral function.
51823 Truncating records through the data entity ExFlow dimension combination owners were throwing an error and the process stopped.
51835 We populated the wrong user group name in Import and Document Form when the group was manually specified with more than 10 characters.
51837 Purchase order invoices were displayed in Agreement history form, when the invoices also had a reference to ExFlow agreements.
51894 We have added upgrade scripts to keep the old position hierarchy mappings when upgrading to new ExFlow versions.
51902 Incorrect filter in ExFlow vendor invoice management workspace Tile for with rejected status.
51903 When running the Auto-match PO invoices on arrival of goods (new) batch job, if no match is found and a quantity variance exists, the system will log and display the Admin comments.
51930 Financial tag values were not updated from ExFlow web when the parameter Fast communication with web was disabled.
51955 We have made a correction to the old approver framework where a technical issue caused wrong parent approver to be added.
51990 No invoice number was shown in deferral schedules on ledger lines created by ExFlow.
51991 If default deferral is set up on ledger account and the user sets deferral to No in ExFlow, the default values are set from default anyway.
52029 Approvers were not returned when dimensions were left blanked and it was considered in the setup for ExFlow coding structure.
52083 Financial tags added to ExFlow configuration were not visible in the form, despite being successfully added and working as expected.
52098 Incorrect filter in ExFlow vendor invoice management workspace Tile for Without coding.
52112 ExFlow coding structure for approval records were in some cases not getting activated.
52135 In ExFlow coding structure for approval, records could be deleted even when they were active.
52165 The Action Import Workflow now re-reads header data on each iteration, fixing an issue where multi-line invoices could get incorrect Invoice Type or Admin Comment assignments due to stale header data.
52191 Tax Calculation Framework, an incorrect aggregation of values caused invoice lines with large amounts to throw an SQL error.
52192 The invoice import process will successfully process scanned invoices without conflict in temporary record creation, deletion, or serialization, and the system will respect standard framework behavior.
52318 We did not always set the field Temporary on the newly created journal when cancelling an invoice from Document form and copying it back to Import form. A data upgrade script has been created to correct affected journals.
52319 The voucher transaction form showed incorrect posting date and voucher number when opened from related voucher. This occurred if the posted invoice included an accrual schema.
52327 The attachment shown in the side-by-side tab was not updated correctly when navigating between invoices.
52331 The Reference option in Advanced Approval Workflow now matches first again the old reference table and against the Global reference table as fallback during the execution.
52415 Invoice attachments doubled during final posting when running with Direct Posting.
52426 We have added support for Payment Workflow to also work in combination with the new approval workflow.
52460 Tax Calculation Framework, the totals on the Sales tax transactions form now include sales taxes from charges. The sales tax for lines button Adjustment (TaxRegulation) will now distribute the actual amount across Charges.
52486 Tax Calculation Service, if either Tax Group or Item Tax Group were empty, unnecessary empty posts were created in ExFlow tables.
52536 Agreement matching rules was not working as expected when the invoice did not have an agreement number specified.
52549 It was possible to mass approve invoices (set status to unprocessed) for invoices that had already been approved. This is no longer possible, instead the invoice will be left unchanged and not inserted into the mass approval queue.
52550 Company and cross company filter did not reflect the correct information in the tiles in ExFlow vendor invoice management workspace.
52551 Incorrect filter in ExFlow vendor invoice management workspace Tile for Post control invoices.
52572 The functionality for conditions connected to Invoice journal rules have been extended. Users now have the option to enter the values that need to match for a rule to match with an invoice and for a journal to be attached to it.
52591 Vendor Statements, we have made a change to include fields from VendTable that was previously missing from the security privilege Setup Batch job for Import vendor statement from history.
52593 Lines with line type Ledger was not imported when importing invoice lines from external file in import and document form.
52604 Global reference form will now not allow empty reference creation.
52626 Tax Calculation Service and Universal Tax Rate API, an error occurred in ExFlow Web due to missing data sent to F&O for the tax calculations.
52642 My ExFlow Documents, links related to other legal entities when working with cross company did not open the link correctly.
52646 The Tax Exempt number was not retained correctly after a purchase order invoice was finally posted with Direct Posting.
52652 We have made a change in combination with PO Reconnect to allow users to create multiple Item lines. A data upgrade script has also been added to update the ExFlow line type setup to support this functionality.
52670 Validation of some specific values could prevent an approver from doing a forward in ExFlow web and when using new approval workflow.
52708 Universal Tax Rate API, we have replaced an error message with a warning message. The message is displayed when tolerances are not made upon import of invoice from Import History and Vendor Accrue sales tax is set to Advanced.
52839 Agreement form in detailed view had a refresh issue after using Copy selected agreements functionality on the line level.
52842 In Global reference form, when executing the function Migrate reference, vendor information will now be imported. Legal entity override has also been corrected within the global reference entities.
52843 Scanning date can be used as a condition in ExFlow Import Validation Workflow and ExFlow Action Import Workflow.
52898 When creating a new agreement and not specifying all values before saving, an incorrect error message was presented.
52996 When duplicating an invoice line in ExFlow web and using new Approval workflow feature and changing coding where the workflow did trigger on dimension owner, the approver from the original line was kept. This has been resolved so it is properly removed.
53039 Invoices with no agreement number and no reference got matched against agreements after making the agreement number to be mandatory in Agreement Form.
53097 When charge existed on purchase order and as a charge invoice line in ExFlow then adjustments for partial invoice (after first invoice) were adjusted wrongly.
53122 The invoice attachment was not transferred correctly when posting an invoice into a new open period.
53271 Vendor Statement, the Amount field in Vendor document status form now displays the correct amount in accounting currency.
53499 It was possible for a user to import invoices (using cross company functionality) to a legal entity where the user did not have access.
53914 Invoice type field is not visible in ExFlow import form with detailed view and it must be added manually to be viewed.
53940 Incorrect filter in ExFlow vendor invoice management workspace Tile for with hold.
53946 Incorrect filter in ExFlow vendor invoice management workspace Tile for Open invoice approval journals.
54017 Fixed an issue where the dimension values were not properly cleared out when changing line type in document form.
54145 In Approval Form the invoice lines were not ordered correctly and should now be ordered as not approved lines before approved lines.
54159 Charges connected to an intercompany purchase order will now be posted correctly when posting the invoice from ExFlow.
54300 We have made an adjustment so that the field VendorChargedSalesTax on LedgerJournalTrans is no longer populated when running with Invoice Register.
54592 We have corrected an issue where Create correction invoices threw a technical error and failed to move the debit invoice to the Import form. Both the credit and debit correction invoices are now created and transferred to the Import form automatically.
 

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Release 2.18.2

A new version of ExFlow AP for Microsoft Dynamics 365 for Finance and Operations has been released as of March 2026.

Version numbers

The described release in this document supports the following versions.

Dynamics 365 for Finance and Operations Platform version	Dynamics 365 for Finance and Operations application version	ExFlow AP version
Update 69 (7.0.7690.33) or later	10.0.45 (10.0.2345.35)	2.18.2

Package information

The latest package available via LCS are currently 2.18.2. This version is built on 10.0.45 and that’s the lowest version it can be installed on. This version is tested and compatible with 10.0.47

More information: https://docs.signupsoftware.com/finance-operations/docs/user-manual/solution-management/exflow-lcs-solution

Improvements

52535 We have made an extension to the classes that evaluate the approver workflow rules to include a reference to the current invoice line.

Corrections

50299 We have updated the logic for selecting the fixed asset book when posting an acquisition from the Import form, Document form and ExFlow Web. The active default book will now be selected in the same way as in standard.
51098 Item sales tax group was not auto filled in ExFlow Web for procurement categories.
51172 Cash discount amount were always calculated based on Net amount when added to Invoice Journal and ignoring the standard setup when running with Direct Posting.
51556 Universal Tax Rate API, sales tax adjustments within Tax Calculation Service are now supported together with ExFlow Sales tax adjustments.
51894 We have added upgrade scripts to keep the old position hierarchy mappings when upgrading to new ExFlow versions.
51902 Incorrect filter in ExFlow vendor invoice management workspace Tile for With rejected status.
52098 Incorrect filter in ExFlow vendor invoice management workspace Tile for Without coding.
52165 The Action Import Workflow now re-reads header data on each iteration, fixing an issue where multi-line invoices could get incorrect Invoice Type or Admin Comment assignments due to stale header data.
52192 The invoice import process will successfully process scanned invoices without conflict in temporary record creation, deletion, or serialization, and the system will respect standard framework behavior.
52536 Agreement matching rules was not working as expected when the invoice did not have an agreement number specified.

Released in 2.18.1

Corrections

48783 We have updated the maintenance job to update cost invoices stuck with status In Journal when running with Direct posting.
51259 The performance upon fetch from purchase order or fetch from packing slip buttons in both Import and Document forms has been increased.
51335 Running Matching or Suggest approvers in the Import Form could result in an error “Cannot create a record in Invoice document (EXF_tDocumentTable)”. This occurred because temporary documents were assigned a unique id based on timestamp, which in some cases produced values that conflicted with the existing Document IDs number sequence, preventing new documents from being processed.
51467 Removed an unnecessary API call to Pagero Online, that sometimes led to a 404 error during import.

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Major Release 2.18.0

INTRODUCTION

A new version of ExFlow AP for Microsoft Dynamics 365 for Finance and Operations has been released as of January 2026.

Version numbers

The described release in this document supports the following versions.

Dynamics 365 for Finance and Operations Platform version	Dynamics 365 for Finance and Operations application version	ExFlow AP version
Update 69 (7.0.7690.33) or later	10.0.45 (10.0.2345.35)	2.18.0

Package information

The latest package available via LCS are currently 2.18.0. This version is built on 10.0.45 and that’s the lowest version it can be installed on. This version is tested and compatible with 10.0.47

More information: https://docs.signupsoftware.com/finance-operations/docs/user-manual/solution-management/exflow-lcs-solution

NEW FUNCTIONALITY

Approval workflow
7384 We have increased the functionality and flexibility when working with intercompany invoices and made it possible to fetch approvers from the destination company and not only restrict it to the source company.

Date handling
16678 We have made it easier to select which date to default for Invoice Date and Date of VAT Register. We have also extended the selection for posting date with scanning date.
17301 We have introduced a new functionality for calculating the Due date. The functionality can select the most preferable invoice Due Date based on a prioritization between a selectable group of date types such as scanned date, calculated date and cash discount date.

Purchase order invoice handling
45831 We have made it possible to re-classify invoices and modify connected order lines per invoice line from ExFlow Web. This functionality mimics the functionality that existed in the deprecated PowerApp PO Reconnect.

IMPROVEMENTS

Direct Posting
We have as part of this release extended the support for direct postings in the below areas and added more validations around the setup to avoid confusion.
46664 Posting functionality initially created for Italy have been moved into the standard posting job Cost account invoices.
48068 We have added support for Summarized invoices.
48428 We have implemented support for the functionality Auto create debit and credit from posted invoices.
49100 We have extended the support for Deferrals to Purchase order invoices and deferral rules for purchase orders.

Approval object
We have as part of this release extended the new approval object in the below areas and added more validations around the setup to avoid confusion.
47201 A new approver workflow rule is added to fetch a parent approver when only one approver has approved the invoice, and no other approvers are suggested. The rule is to cover scenarios when a replacer is higher in the position hierarchy than the user that is being replaced.
49039 The logic, that determines which position hierarchy that is used to add parent approver for the ‘add parent approver rule’, has been updated. It is now possible to use either ExFlow or standard hierarchy in combination with the new approval workflow.

Sales tax framework
We have as part of this release extended the sales tax framework in the below areas
39774 We have implemented support for Universal Tax Rate API in combination with Vertex.
48347 We have implemented support for TaxIntegrationRespectDelayTaxCalculationFlight when running with TCS in ExFlow.
48512 We have enabled the button Sales tax for Lines in Import form when running with Direct posting.
49516 We have added the Shipment destination address to Import and Document forms. This information is taken from PO Transportation document address.

Workflow
As part of the release, we have made several changes and added more fields and functionalities to use within the workflows.
47132 We have extended our workflows to include voyage fields on purchase order.
47201 A new approver workflow rule has been added to fetch a parent approver when only one approver has approved the invoice during delegation scenarios.
47648 When an invoice is approved in combination with payment workflow by an approver in the ExFlow Web from the recent folder, the status of the invoice will change to approved in the Document form and the vendor transactions.
48901 We have extended support for Payment Workflow to also work in combination with Direct posting.

Vendor statement
As part of this release, we have made several changes and added more functionality into the vendor statement functionality.
48608 We have made it possible to activate vendor statements with a license key instead of a subscription via Azure marketplace.
48883 We have added support to match against invoices out for approval when running with Direct Posting.

Agreement
As part of this release, we have made several changes and added more functionality into the agreement functionality.
39619 We have introduced new forms and workspace extensions to improve the efficiency while working with Agreements, specifically to provide a better overview of the agreements AP clerks are personally involved in. Involvement include being responsible for the agreement, added as reference or an approver of the agreement.
43957 Calculate actual sales tax amount on an agreement and agreement lines when invoice amount, currency, sales tax group, item sales tax group or invoice date is changed. A new button “Calculate actual sales tax amount” under “Maintain” action pane is added in Agreements form to calculate actual sales tax amount on selected agreements.
45583 We have redesigned the Agreement form to improve the agreement data overview and make it better to handle the agreement setup.

Updated Behavior of Matching Rules After Upgrade to ExFlow AP Version 2.18

After upgrading to ExFlow AP version 2.18, customers may notice changes in how invoices are matched against their existing matching rules. This is due to major updates introduced in the release, including the requirement that the agreement number field must now be populated. During the upgrade, an automatic script assigns system‑generated agreement numbers (formatted as VendAccount-1, VendAccount-2, VendAccount-3) to all records where the agreement number was previously blank. Since the matching logic now considers the agreement field as mandatory, matching results may differ compared to earlier versions that can cause issues, a change for the matching rules will be released in a patch end of March. See more information: https://docs.signupsoftware.com/finance-operations/docs/user-manual/agreements/agreements-form-from-218

Various
19151 We have implemented a new report called Vendor invoice and payment report that displays the information of settled vendor transactions. It organizes payment data into date-range brackets to display invoice details and payment history.
25811 We have created a rule framework to decide if interpreted lines on the invoices should be imported from import history.
32692 We have extended the transaction text field in ExFlow parameters from 60 to 512 characters to be aligned with standard D365.
40215 We have updated the layout for ExFlow Import and Document form. In the list pages columns have been moved or removed. In the edit view we have moved or removed columns to increase performance. We have also added multiple new tabs to split header information over, to have a similar layout as in the journals.
41675 It is now possible to use line transaction text within posting proposal advanced when the column has been configured as freetext.
43236 Withholding tax on the Payment journal is calculated for lines with all the line types the same way as in standard. Data upgrade script was created to clean the line type limitation on ExFlow Configuration form for Withholding tax setup lines.
44499 We have created support for the generic LATAM localization introduced with Microsoft Globalization studio. The initial country that has been validated is Uruguay.
43656 We have updated the ExFlow validation ”Purch id is mandatory” when posting invoices from import form to only be required line types Item, Misc or Procurement. The validation error will be thrown when the invoice line has a purch id and the invoice header has no purch id.
44514 We have added more functionality to the AI Prediction service.

• Easier setup of vendors that should be available for predictions.
• Apply predictions automatically during invoice import in combination with a threshold value per vendor.
• Made batch jobs to run cross company.
  

45335 Chinese voucher, when running the job Accrual of estimated cost, the voucher type and Chinese voucher are now populated.
46019 Global reference validation to check if the reference is an ExFlow active user, if not the global reference will be suspended. This new validation is added to “Migrate references” and as a separate button “ExFlow global reference validation batch job” under Maintain Action pane in Global references form.
46661 We have added functionality to validate the azure blob storage configuration under General Parameters.
46664, 48521 We have made it possible to configure which journal to use for final posting based on different criteria in combination with Direct posting.
46833 We have updated the table EXF_tImportLinePackingSlipLog to store data globally.
46875 We have made it possible to add ExFlow prepayments to purchase order invoices.
46926 The code is improved in the Import and Document form to work more efficiently, by removing repetitive calls to the Parameters table.
48106 Financial tags, we have implemented support for Financial tags rules of type Vendor invoice journal.
48212 Freight Bill, we have made it possible to import the WHSLoadId field from the invoice.
48278 We have made an initial version of new workspaces that can be enabled with a feature parameter. The new workspaces are using a new design based on cards.
48421 Financial tags, we have implemented support for the new list types.
48584 We have made it possible to use connection string in combination with access to azure blob storage as an option.
48609 We have made it possible to bundle the license of invoices processed through EDC together with PEPPOL invoices through ExFlow Document Integration.
48611 Access added to Global reference form from Import form for quick creation of references. If global reference is enabled, global reference will be accessed from import form otherwise old reference form will be accessed.
49746 We have added more security privileges to the ExFlow web approval role to handle the ticket 36425 released in 2.17.
50050 We have made it possible to capture the KSef number in Poland and route it within ExFlow AP. The Ksef number is populated during final posting of purchase order invoices when running with Direct posting.
50525 We have enhanced the ExFlow BI Entities to improve reporting accuracy and data transparency: Added the Voucher field to ExFlowDocumentTableEntity for more granular tracking and reconciliation of financial transactions; Updated the public name on ExFlowDocumentLineBiEntity to align with internal naming standards and ensure consistency in reporting outputs.
50603 We have introduced functionality to map the Microsoft Entra Object ID during the sign-in process in ExFlow Web. This enhancement ensures accurate mapping between signed-in users and their Entra identity enabling integration scenarios that require Object ID for API calls or user-specific operations.

Deprecated

36801 The batch job Generate graph data has been removed. The job handled the diagram Number of invoices in the workspaces My vendor invoices and ExFlow vendor invoice management.
46176 Removed deprecated measurements related to our old external Power BI report.

CORRECTIONS

40755 When using "Retrieve from product receipt" in ExFlow Document form, line amount was not calculated correctly if the purchase order line has price discount.
41207 The table based condition Vendor Information in advanced workflow was not evaluated properly.
43729 Actual sales tax was blanked when selecting Override sales tax when running with Tax Calculation Service.
46220 We now populate the invoice receive date field for all purchase order invoices with the current date as standard.
46413 List code will be populated at the time of invoice import based on the foreign trade parameters.
46522 Sort order of lines in My vendor invoices during approval was different from after approving invoices. Now the sorting is as in other forms for invoices within ExFlow.
46672 Improved the performance for My vendor invoices form.
46882 The fields invoice and voucher were missing in the ExFlow web Log Parameters, when running with Direct Postings.
46949 We have made a change to keep Corrected tax amount (Actual tax amount) when the posting date is changed and TCS calculated taxes are cleaned. We are now utilizing that kept Actual sales tax amount as Corrected tax amount for the next TCS call.
47037 During final posting of a cost invoice with a Landed cost line an error message was thrown if intercompany accounting was turned off.
47173 India Sales tax, CompanyLocation_IN and VendorLocation _IN coding fields. The location was not referenced with a unique id and this has been replaced and we are now using Location Id instead. The change also includes an upgrade script to correct previous data.During this change we also discovered that CompanyTaxInformation _IN and VendorTaxInformation _IN coding fields were not filtered based on the previously selected location.
47390 When using payment workflows, transaction can be set manually to not approved in the vendor transactions by using the Approve button under ExFlow dropdown.
47723 Moved the validation error when using ExFlow financial dimension structure in workflow and made sure it does not run when the invoice is not coded.
47741 When using feature 'Fast validate' and/or new approval workflow the amount in accounting currency were set wrong causing conditional statements to always fail. This is now corrected.
47742 The entity for Global references always validated the column Position even if it is not mandatory.
47752 We have addressed an issue with the Variance amount provider where matching results were not correctly populated in the workflow and therefore did not return an approver when it should.
47855 In the setup for automatic postings setup for payment workflow it was possible to modify the Account relation field without matching the value in Account code.
47856 An exception message was presented when tagging a user in chat from Document Form when the user only had ExFlow web user role.
47859 The Post button was missing in Import Form listpage when running with Direct Postings.
47885, 50477 We had an unnecessary refresh in Import Form when adding a new Charge line.
47915 Wrong menus in ExFlow were visible when direct posting parameter was enabled but parameter Enable ExFlow was disabled.
47938 Filtering is available ExFlow’s connect rule, rule groups, rule group's translations, rule group's tolerances and validation definitions.
47945 Vendor account relation is also added as a data field when considering removing ghost data for Setup for automatic posting - Separate suggest approvers from validate after code deploy.
47987 The sales tax group and item sales tax group where not editable for purchase order invoices even if Override sales tax was set on the invoice header when running with Tax Calculation Service.
48019 We have updated the label that is used for invoice image and attachments in combination with the automatically create Debit/Credit invoice functionality.
48025 Logging for new Approver framework has been improved to make sure correct context is logged and include ‘Validate and approve in my vendor invoice’ where applicable.
48030 In approver workflow rules form, multiple rules for same legal entity can be added and this will make it hard to know which rule that will be used while running the workflow. A warning has been added to notify the user if another rule is already defined for the legal entity.
48051 We had an unhandled error message in Auto match purchase order or arrival of goods (new).
48056 Both Posting of Cancelation journal and creation of Approval journal processes from now on are working in ExFlow the same way as in standard. OverrideSalesTax is always true upon creation. This is important to keep original Sales Tax Group and Item Sales Tax group fields on the journal lines like the source document lines.
48076 We have made amendments to the Vendor statements reconciliation role to make previously missing elements accessible.
48077 When an invoice is cancelled from ExFlow, TCS would override Sales Tax Group and Item Sales Tax Group upon the LedgerJournalTrans creation. To keep Sales Tax Group and Item Sales Tax Group the same as on the source document form, OverrideSalesTax was set to True on the new record.
48078 The job to create Accrual journals was updated to support TCS. Accrual journal lines initialisation values are taken form the journal setup upon creation the same way as in standard.
48087 Corrected an issue where sales tax was calculated with wrong amount when posting an intercompany project transaction where time of sales tax posting is at approval and sales tax is Use tax in the auto-created intercompany ledger journal.
48094 During approval in ExFlow Web sometimes an error was received that the EXF_tDocumentTable record was already updated by a different process. This was related to the action workflow action set invoice type.
48130 We have restructured the position hierarchy mapping to have less complex structure and removed common issues that appeared in the newly released form.
48131 Previously there was no sorting and search ability on users in Extended search approver range form. Now it is sorting username in alphabetic order, and a new search functionality is introduced.
48132 When using extended search with dimensions in Web-application, in some combinations error-message is showing and no invoices returned.
48157 When working with TCS and advanced tax calculations in ExFlow. The sales tax group and item sales tax group were not set correctly for charge lines from ExFlow or when copied from purchase order in combination with Override sales tax.
48160 During final posting of PO invoices, the “Payment specification” field was not set correctly from the ExFlow document for Direct posting.
48165 We have rewritten the logic to handle payment schedules with invoice register process. The previous implementation interfered with standard logic and created extra lines in the payment journal in combination with Direct posting.
48173 Error during Import OCR for PO invoices occurred if the related purchase order had cash discount set while running with TCS.
48174 When multiple invoices were selected in Import Form, the system did not move to next invoice after posting, instead it defaulted back to the list page.
48276 Import of large invoices from Invoice Capture failed previously due to exceeded buffer size.
48311 In fetch voucher form in invoice approval journal, you were able to pick ExFlow invoices that was still out for approval.
48339 When all vendor group setups were consolidated into one form, the complete form was hidden for Direct posting.
48340 The field Calculated sales tax amount in the ExFlow Line item charge form was not reset to zero when Tax Calculation Framework was active and one of the tax influenced fields were modified.
48341 When creating a global reference with legal entity override and there is no record for the current legal entity, this reference will not appear in reference field lookup.
48348 Approval emails now correctly use the user’s language setting when available. Otherwise, the default language is applied.
48375 In the setup for automatic posting sections Separate suggest approvers from validate, we are now validating so that you cannot save a record where account relation is empty where account code is Table or Group.
48415 Not possible to delete a record in Advanced workflow approver on financial dimension when there is more than 1 line in "Approvers"(ExFlow dimension combination owner details OR Legal entity overrides).
48422 An error message was presented in ExFlow when working with change management workflow on purchase orders.
48461 During final posting of cost invoices, the accrual identification was removed and halted the posting.
48475 India sales tax, the menus in Import form were not shown correctly.
48500 The checkbox Has chat was not always populated when a chat message was added.
48502 Invoice and company logging information have been added for the error message presented from the batchjob Import OCR invoices to import form Threads process to improve traceability of faulty invoices.
48505 The wrong account was used when line type Procurement was accrued through the function Create journal for accrual of estimated costs of all document line types. We now use the account specified for Purchase expenditure for expense when running with Direct posting.
48512 The button Sales tax for lines in the header was not available when running with Direct postings.
48546 Added missing permissions to field BankIBAN from table VendBankAccounts for the ExFlow web user role.
48596 When working with TCS and advanced tax calculations in ExFlow. The sales tax group and item sales tax group were not set correctly during posting for charge lines from ExFlow in combination with Override sales tax.
48610 The data upgrade script Consolidation of vendor groups setup did not run properly.
48616 TMS Freight bill invoices were not automatically approved unless agreements were enabled.
48645 When using Vendor bank account in Import Action Workflow, no bank information was set.
48662 The transaction text is now truncated to 60 characters when running Import from file.
48668 Cash discount field was cleared out during the posting of a purchase order invoice when running with Direct postings.
48713 A duplicated attachment was added to the new invoice when it was copied back to Import Form during a cancellation.
48735 An error was thrown while performing invoice matching in ExFlow document form after filling in agreement number.
48742 We have added logic to improve the execution of sales tax calculations when running with Tax Calculation Framework in ExFlow.
48744 Latest approved date in Automatic invoice coding head-lines-approvers was not updated with latest approval date in tab Computed/Head.
48768 Added missing permissions to field QRIBAN_CH from table VendBankAccounts for the ExFlow web user role, ExFlow approver role and ExFlow AP Admin Role.
48774 In new approval workflow framework: When approver was forwarding a line, the line was approved with only one approver. The forwarded user was counted as an approver.
48783 We have added a maintenance job to update cost invoices stuck with status In Journal when running with Direct posting.
48819 Purchase order lines with status "Invoiced" were visible and possible to select using function "Retrieve product receipts" in ExFlow Import and Document form.
48826 We have added support for accurate bank account matching when processing invoices with IBAN or QR-IBAN details.
48869 When creating a self-billing invoice from an agreement with a connected posting proposal, the lines were not coded and populated based on the posting proposal when imported.
48884, 49070 Corrected an issue where coding fields sometimes throw an error when switching between invoices in different legal entities with different grouping setups.
48896 Tax group and Item tax group in the grid on the Document form were not synced with the grid fields in the Import form.
48935 In setup for automatic postings tab Default Dimension an error was thrown when a new line was created without using the Create button.
48979 It was not possible to view Financial tags with only ExFlow Purchase Payable Admin role.
48987 Agreement history was not updated correctly when running with Direct postings.
49050 Incorrect logging was provided within advanced workflow if an step expression was not hit.
49084 We have changed how we read Base64 data from the imported xml invoice to avoid exceeding the buffer size limit.
49092 Using Purchase orders, approval status as a condition in Validation exception and post control workflow was not working as expected.
49099, 50410 The ExFlow position hierarchy position was not implemented completely even if it was possible to select in various setups.
49109 When cancelling an invoice within the Direct posting process the invoice is now copied back to Import Form properly.
49232 The document type for attachments was not kept when posting the invoice between Import and Document form.
49302 The new ExFlow approval button in Vendor transactions were active even if Payment workflow was not activated.
49451 Workflow error occurred due to unencoded ‘&’ character in data generation.
49499 India sales tax, we have made it possible to transfer adjusted withholding tax amounts from import form to final posting when running with Direct posting.
49502 When creating a new record in legal entity override for a global reference, the suspended flag on the header was not inherited to the new line.
49503 Adding a new approver in ExFlow coding structure is placed as first line but assigned last sort order, this will cause a risk of adding approvers in wrong order.
49512 The document type for attachments was not kept when posting the invoice between Import history and Import form.
49515 We have added better exception handling around the error caused by password encryption in the forms Import methods and General parameters.
49530 Pagero Online, due to a change within the API we have updated the code to read data in chunks instead of relying on the contentLength parameter.
49541 We have made Default procurement category for project intercompany projects auto-populate the procurement category field the same way in ExFlow web as we do in F&O.
49565, 50466 The standard data entities FinancialDimensionValueEntity and FinancialDimensionValueLegalEntityOverrideEntity has been extended to include the added ExFlow fields of the financial dimension value form.
49584 Performance improvements when generating payments in combination with pay when paid scenarios.
49586 India sales tax, credit invoices were imported with wrong amount on lines.
49602 When running an accrual with the "accrue on project" enabled - the accrual journal applies the default financial dimensions from the posted financial dimension in document form. The same functionality is applied for the Item line type but populated from the project if "accrue on project" is enabled.
49711 The ExFlow field ‘Journal Name’ on the vendor entity was missing so it wasn’t possible to edit through Excel.
49716 Incorrect position hierarchy data was populated for the ExFlow approver object which could cause suggestion of an incorrect parent approver.
49959 Global reference option is missing under start from when using position hierarchy in ExFlow Advance Approval Workflow.
49960 Variance amount position hierarchy mapping is now correctly used for ExFlow Advance Approval Workflow.
50070, 51125 Dimensions were unintentionally cleared when the same line type was reselected in the workspace, leading to validation errors. Updated the workspace logic to retain dimensions when the same line type is selected, ensuring consistent dimension handling and preventing validation errors during approval and posting.
50086 Resolved an issue when Direct Posting and Payment Workflow was enabled; final posting of PO invoices failed with an error during currency conversion.
50149 We have added support for "Split posting based on journal name” functionality. Invoice journal name will now be validated when added on vendor card.
50224 The data upgrade script for 44423 (keep sales tax group and item sales tax group) was not triggered automatically during deployment.
50268 When trying to set Financial tags on an intercompany line, an unhandled exception was thrown. Financial tags on IC lines are currently not supported.
50450 The actual sales tax amount was not set correctly if the scanned value was 0 in combination with TCS.
50451 The net amount on the lines was updated when the invoice number was changed in combination with TCS.
50493 When running with the Tax calculation service an error was thrown by the AOS when trying to cancel an invoice from ExFlow AP.
50499 Loading time of data in the My vendor invoice workspace was increased due to queries for data of inactive functionalities.
50544 Main account during posting is picked from procurement category hierarchy instead of sales category for line type Procurement.
50549 The date fields in Import and Document Form are now synced when running with Direct Posting.
50598 We have made a script that can update workflows based on the new ExFlow Vendor group setups that were introduced with 44515 in 2.18.
50600 Addressed an issue when payment schedule was applied to the cancelled vendor transaction resulting in extra records created in the VendTransOpen table.
50957 It was possible to add the charge code field for line types Item and Procurement in Import Form and it was editable.
50997 Addressed a performance issue in the ExFlow AP module where a query used for retrieving chat notifications in ExFlow Web could take longer to execute under FO 10.0.45 (10.0.2345.71).
50998 The changed value in any Financial tag was restored to old value after user changed value in ExFlow Web.
51064 The Self-Billing Invoice (SBI) creation process in ExFlow previously failed for users with non-English language settings, despite identical roles and permissions. This has been resolved by updating the casting logic to handle all supported locales consistently.

---

Release 2.17.4

A new version of ExFlow AP for Microsoft Dynamics 365 for Finance and Operations has been released as of September 2025.

Version numbers

The described release in this document supports the following versions.

Dynamics 365 for Finance and Operations Platform version	Dynamics 365 for Finance and Operations application version	ExFlow AP version
Update 67 (7.0.7521.60) or later	10.0.43 (10.0.1860.56)	2.17.4

Improvements

48521 We have made it possible to configure which journal to use for final posting based on different criteria in combination with Direct posting.
48901 We have extended support for Payment Workflow to also work in combination with Direct posting.
49100 We have extended the support for Deferrals to Purchase order invoices and deferral rules for purchase orders.

Corrections

47915 Wrong menus in ExFlow were visible when direct posting parameter was enabled but parameter Enable ExFlow was disabled.
49584 Performance improvements when generating payments in combination with pay when paid scenarios.

Released in 2.17.3

Improvements

48609 We have made it possible to bundle the license of invoices processed through EDC together with PEPPOL invoices through ExFlow Document Integration.

Corrections

48869 When creating a self-billing invoice from an agreement with a connected posting proposal, the lines were not coded and populated based on the posting proposal when imported.
49084 We have changed how we read Base64 data from the imported xml invoice to avoid exceeding the buffer size limit.
49302 The new ExFlow approval button in Vendor transactions were active even if Payment workflow was not activated.
49530 Pagero Online, due to a change within the API we have updated the code to read data in chunks instead of relying on the contentLength parameter.

---

Release 2.17.2

A new version of ExFlow AP for Microsoft Dynamics 365 for Finance and Operations released as of August 2025.

Version numbers

The described release in this document supports the following versions.

Dynamics 365 for Finance and Operations Platform version	Dynamics 365 for Finance and Operations application version	ExFlow AP version
Update 67 (7.0.7521.60) or later	10.0.43 (10.0.1860.56)	2.17.2

Improvements

45831 We have made it possible to re-classify invoices and modify connected purchase order lines from ExFlow Web. This functionality mimics the functionality that existed in the PO Reconnect PowerApp. Requires a new version of ExFlow Web not yet released.
47132 We have extended our workflows to include voyage fields on purchase order.
48608 We have made it possible to activate vendor statements with a license key instead of a subscription via Azure marketplace.

Corrections

46672 Improved the performance for My vendor invoices form.
47742 The entity for Global references always validated the column Position even if it is not mandatory.
48078 The job to create Accrual journals was updated to support TCS. Accrual journal lines initialisation values are taken form the journal setup upon creation the same way as in standard.
48087 Corrected an issue where sales tax was calculated with wrong amount when posting an intercompany project transaction where time of sales tax posting is at approval and sales tax is Use tax in the auto-created intercompany ledger journal.
48311 In fetch voucher form in invoice approval journal, you were able to pick ExFlow invoices that was still out for approval.
48546 Added missing permissions to field BankIBAN from table VendBankAccounts for the ExFlow web user role.
48610 The data upgrade script Consolidation of vendor groups setup did not run properly.
48668 Cash discount field was cleared out during the posting of a purchase order invoice when running with Direct postings.
48783 We have added a maintenance job to update cost invoices stuck with status In Journal when running with Direct posting.
48884 Corrected an issue where coding fields sometimes throw an error when switching between invoices in different legal entities with different grouping setups.

Released 2.17.1

Corrections

46949 We have made a change to keep Corrected tax amount (Actual tax amount) when the posting date is changed and TCS calculated taxes are cleaned. We are now utilizing that kept Actual sales tax amount as the Corrected tax amount for the next TCS call.
47987 The sales tax group and item sales tax group where not editable for purchase order invoices even if Override sales tax was set on the invoice header when running with Tax Calculation Service.
48056 Both Posting of Cancelation journal and creation of Approval journal processes from now on are working in ExFlow the same way as in standard. OverrideSalesTax is always true upon creation. This is important to keep original Sales Tax Group and Item Sales Tax group fields on the journal lines like the source document lines.
48077 When an invoice is cancelled from ExFlow, TCS would override Sales Tax Group and Item Sales Tax Group upon the LedgerJournalTrans creation. To keep Sales Tax Group and Item Sales Tax Group the same as on the source document form, OverrideSalesTax was set to True on the new record.
48094 During approval in ExFlow Web sometimes an error was received that the EXF_tDocumentTable record was already updated by a different process. This was related to the action workflow action set invoice type.
48157 When working with TCS and advanced tax calculations in ExFlow. The sales tax group and item sales tax group were not set correctly for charge lines from ExFlow or when copied from purchase order in combination with Override sales tax.
48160 During final posting of PO invoices, the “Payment specification” field was not set correctly from the ExFlow document for Direct posting.
48173 Error during Import OCR for PO invoices occurred if the related purchase order had cash discount set while running with TCS.
48174 When multiple invoices were selected in Import Form, the system did not move to next invoice after posting, instead it defaulted back to the list page.
48339 When all vendor group setups were consolidated into one form, the complete form was hidden for Direct posting.
48422 An error message was presented in ExFlow when working with change management workflow on purchase orders.
48461 During final posting of cost invoices, the accrual identification was removed and halted the posting.
48475 India sales tax, the menus in Import form were not shown correctly.

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Major Release 2.17.0

INTRODUCTION

A new version of ExFlow AP for Microsoft Dynamics 365 for Finance and Operations has been released as of June 2025.

Version numbers

The described release in this document supports the following versions.

Dynamics 365 for Finance and Operations Platform version	Dynamics 365 for Finance and Operations application version	ExFlow AP version
Update 67 (7.0.7521.60) or later	10.0.43 (10.0.1860.56)	2.17.0

NEW FUNCTIONALITY

Direct posting
We have as part of this release added support for the below functions in direct postings process.

28210 We have extended the lookup for Pay when Paid terms to work with ExFlow journal structures and correctly identify whether Pay when paid is active.

32919 We have made it possible to add deferral information in ExFlow to be used when posting approval journals. Limited to Direct posting, straight-line templates and line type Ledger.

ExFlow CO2 insights – Atmoz Sustainability reporting
40916 We have added support to integrate with an external sustainability reporting tool: Atmoz.
Related tickets: 46003, 46791, 47692

Financial Tags
41096 We have made it possible to add and use financial tags in ExFlow to be used when posting approval journals.

Payment Workflow
44148 We have introduced a new workflow that can be triggered after the invoice is finally posted, to have an extra approval step prior to the invoice being available for payment.
Limited to approvals within F&O.

IMPROVEMENTS

Direct Posting
We have as part of this release extended the support for direct postings in the below areas and added more validations around the setup to avoid confusion.
39992 Support added for direct posting in the vendor invoice management Analytics Power Bi report.
42020 We have added support for Italy when running with Direct Postings.
42021 We have added support for India when running with Direct Postings.
43730 Implementing Auto settlement functionality in ExFlow direct posting for cost and Purchase order invoices.
46401 We have moved the menu item for the batch job Post and send out for approval have been moved from Miscellaneous to Post in the main menu.

Import from file (Excel import)
As part of this release, we have made several changes and added more functionality into the import form file functionality.
15995 The excel import template functionality have been extended to also validate dimension properties such as sales tax group and item sales tax group dimension values validation.
22469 We have made it possible to keep existing lines when import the template.
25027 We have made it possible to lines of type Procurement Category.
36902 We have added Line reference to the import template.
45458 We have added support for more date formats for the Polish fields Received date and VAT due date.

Approval object
We have as part of this release extended the new approval object in the below areas and added more validations around the setup to avoid confusion.
44609 We have introduced a new parameter to enable and disable new Approver Workflow per legal entity to allow for more seamless and phase-wise adoption of the functionality.
45307 A new approver workflow rule is added to remove any approvers or approver groups during the validation process. When posting the invoice, any approvers that are already validated will be skipped from the validation process.

Sales tax framework
We have as part of this release extended the sales tax framework in the below areas.
45826 To handle address selections in journals when working with TCS, we have when working with ExFlow added new address fields to support selections of invoice from/to. These fields and selected values are being used both in the standard posting calls and the calls within ExFlow.
46454 We have updated the logic around activating “Tax calculation framework”.
If legal entity utilizes ExFlow direct posting AND legal entity is NOT within India country region context the following will apply:

(1) “Tax calculation framework” field must be set to Yes;
(2) “Tax calculation framework” field is not editable when set to Yes.

Workflow
As part of the release, we have made several changes and added more fields to use in the workflow conditions.
42076 A new combined form for ExFlow and Advanced workflow hierarchy mapping has been introduced. The addition allows for simplified identification and correction of the actual mapping used in workflows.
43936 ExFlow workflows now support additional fields—Voyage, Freight Bill, and Fixed Asset details—to enhance invoice tracking, approval, and asset accountability.
44103 In the ExFlow dimension combination owner, ExFlow Position can be used as a reference to select from ExFlow position hierarchy.
45516 We have added a new method in the ExFlow validation exception type, ExFlow post control rules V2 and ExFlow Advance Approval Workflow Type workflows to compare the difference between calculated line sales tax and header sales tax. This function is dependent on the tax framework functionality.

Vendor statement
As part of this release, we have made several changes and added more functionality into the vendor statement functionality.
43707 Security roles have been added with different level of duties and permissions for the vendor statements.
43993 Name of some objects in vendor statements were changed to meet the company's naming convention.

Various

10368 When the Reviewer parameter is on, and a user is set as a Reviewer in ExFlow users, that user is not counted towards "Minimum number of approvers for posting from import form". It will be excluded from counting.
11459 Posted project transactions form list page has been extended with an ExFlow button drop down button which contains Documents and Show invoice buttons.
11811 We have improved the configuration of available line types in ExFlow Web.
13539 ExFlow import list page and details form. “Take” and “Post” buttons have been moved to the top action pane.
28949 We have added support for QR-IBAN for Swiss vendors. This ensures accurate bank account matching when processing invoices with QR-IBAN details.
34110 We have extended the functionality of the Recent folder both in ExFlow Web and My vendor invoices to also show invoices that were approved by a replacer.
36425 Added an upcoming feature for ExFlow web that will allow invoices to be set with a 'tag' such as approval.
40411 When using Penny difference (General/Add penny difference) the charge line is created with correct the sales tax group and item sales tax group.
40514 Invoice approval journal, find vouchers form. “Is ExFlow invoice” field was added to the grid. “Show only ExFlow invoice” toggle functionality was adjusted. If set to Yes, only ExFlow invoices to be listed in the grid. If set to No, all invoices to be listed in the grid.
41097 Self billing invoices are now created with EXF_cImportTableLogContract to create a unified way of creating invoices into import history.
41098 The method of the invoice images creation for debit-credit functionality (Import source is Internal) is unified.
41724 We have made it possible to import suggested lines from automatic invoice coding when using intercompany lines.
42401 We have added a possibility to suspend references within the Global references form both on header level and on the LegalEntityOverride level. This functionality allows the lookups for reference persons to show the correct list of records which are not suspended. It affects the workflows functionality and agreements selection of the worker.
42498 Reviewed and updated extensions to ensure they correctly use the ExFlow enable checkbox, with stack trace logging added for extensions not being executed for tractability.
42938 As part of the Microsoft deprecation of old blob storage libraries in 10.0.43 we have migrated all functions in ExFlow using blob storage to use the new recommended library, Azure.Storage.Blob.
42977 ExFlow invoice matching details dialog. Improved the process to cover extended price variance caused by currency exchange rate difference.
43132 Posted project transactions form has been extended to view related purchase order invoices posted through ExFlow.
44024 The actions on Approver tab in My vendor invoices were grayed out when the tab was not last in order under Line Details. The logic was improved to correctly identify the approver tab regardless of position in Approval form.
44085 Import charge attribute code and value the same way as line attribute after we have extended the mapping set up for Attributes to make it more flexible and added the possibility to configure the mapping with; Exactly like, Pass-through, Contains, Begins with, Ends with.
44423 Both Sales tax group and the Item sales tax group are inherited from the main account based on the new parameter which is created to separate the logic.
44515 Vendor groups setup is consolidated both on the UI into one form and in the database. That contains vendor groups: for separate validate and suggest approver, for summarized documents, for service import, workflow action vendor groups. Workflow placeholders are affected.
44559 We have enhanced logging for new Approver Workflow and included logging for conditions used in workflows.
44786 We have changed the format of scanned time to 24h when working with import of invoices from Microsoft Invoice Capture.
44798 When running an accrual with the "accrue on project" enabled - the accrual journal applies the default financial dimensions from the posted financial dimension in document form. The same functionality is applied for the Item line type but populated from the project if "accrue on project" is enabled.
45156 Italy, we have removed the warning message in ExFlow parameters when activating Allow Invoices with Zero Amount.
45751 Previously when generating invoice images, we communicated with the Azure blob container with anonymous access and have required the container to be Public. This change will make it possible to access the container even if it is marked Private.
45878 We have made it be able to default sales tax group and item sales tax group on intercompany lines based on the destination company setup.
45959 Added post control check to invoice timeline that will show the outcome and step traversed.
46073 We have created a functionality to store deleted or rejected invoices from Import Form into a separate archive. This functionality can also be used in combination with CTC process together with ExFlow Document Integration.
46193 We have added one more parameter method to the object EXF_cWorkerHierarchyApprovalChain to make more extensions possible.
46570 When suggesting approvers on cost invoices in Import form we did not mark the records as temporary properly.
46719 We have updated the endpoints for authentication against Pagero Online according to their information (https://pagero.github.io/partners/apis/api-authentication-authorization/). The old endpoints will be deprecated after June 1st.
46766 India sales tax, we have introduced a new way of finding the correct tax components when performing tax calculations.
46771 We have changed the validation of licenses within ExFlow AP.
46881 Project intercompany invoices in ExFlow will now be excepted from the standard workflow Vendor invoice workflow upon posting an invoice approval journal.
47294 We have updated the .Net libraries that are used for authentication in combination with the new AI service.
47341 We have enhanced the PO connect feature to also include functionality to find the purchase order number based on queries.

CORRECTIONS

28411 To match the Standard Pending vendor invoice form behavior we don’t allow to save negative Unit Price in ExFlow forms, check if the Quantity and amount have opposite signs, throw error. This change is only applicable for project intercompany transactions.
40789 We have made it easier to differentiate between purchasing category on purchase lines, (Purch category) and procurement category for line-type procurement (Procurement).
41319 We have made a code refactoring of the cost invoice batch job to have a better error handling within the job.
Related tickets: 22021, 40392, 44083, 44193, 44954
41609 The currency error with "approve line" button on My vendor invoices form is fixed. The currency code is taken either from the vendor transaction or the ledger journal transaction.
42123 The warning message was not displayed on the Import form list page when you posted an invoice that is on-hold.
42722 It was not possible to delete a newly created approver line in Import form without selecting it first.
43006 If the same cost type exists on both the voyage and shipping container the whole cost is now assigned the shipping container.
43348 When clicking Add line button in the posting proposal advanced form, lines were not seen for line type layout:
Project, Fixed asset, Landed cost, Procurement.
43632 The checkbox Has chat was not always populated when a chat message was added.
43995 It was possible to edit an active advanced workflow approver on financial dimension directly after activation while a draft version still existed. This triggered an error if the environment experienced slow performance and the user would try to create a new draft before the old was removed.
44205 We have made calculation corrections to the 'Average days from import to approval' field in ExFlow analytics, that caused wrong data to be displayed due to improper aggregation method.
44378 Resolved an issue when ExFlow document form was missing header and lines info for specific users. Specific user criteria: one of roles applied is assigned to any but current organization.
44426 Action workflow lacks error handling; as a result, a failure on one invoice causes the process to stop, preventing other invoices from being processed.
44445 The line type 'Mixed values' did not work properly in the posting proposal advanced form.
44505 Corrected a refresh issue in Document form list page when an update occurred on certain fields on an open invoice.
44522 Dimension values are now cleared correctly when removing Project ID or Voyage ID. This applies to both Project and Landed Cost line types across all forms.
44524 Resolved an issue for new approval workflow that could cause an approver not to be added correctly if that approver already existed, due to incorrect sort order.
44529 Direct postings, India sales tax, the invoice amount and remaining amount displayed the net amount both in ExFlow Web and My vendor invoices.
44597 We have improved validation to prevent approval of invoice lines with zero amount when 'Allow Invoices with Zero Amount' is turned off.
44599 When using feature 'Fast validate' and/or new approval workflow the amount in reporting currency were set wrong causing conditional statements to always fail. This is now corrected.
44608 Invoice approval journal, find vouchers process for ExFlow invoices and vend parameters ”Adjust invoice posting date to next year’s posting period” field. Now when ”Adjust invoice posting date to next year’s posting period” field is set to “Block with error”, find voucher process is not aborted and vouchers are fetched. 44612 The approved date on the cluster within automatic invoice coding was not updated to the latest approved date on invoice.
44658 If allocate tax difference was used and the amount and/or percent to allocate was set to 0 then the validation to compare differences between total line tax amount and invoice tax amount did not work properly. 44703 Vendor Portal, XML dynamic field groups form received a validation to remove the error “field with id '0' does not exist”.
44713 The due date was changed when removing purchase order number from the invoice header.
44762 Posting Proposal advanced form shows incorrect dimensions coding for line types of Procurement, Landed Cost and Freight Bill when a mixed value line type is defined.
45012 Prevented a previously executed data upgrade script from executing after database refreshes, eliminating unexpected script runs.
45020 Invoice total fields did not display correct details in the ExFlow matching details forms.
45023 A new entity introduced in 2.16 caused the Open in Microsoft Office functionality to not working due to a name conflict.
45037 Corrected a problem where pending vendor invoices in intercompany projects failed to inherit dimensions from the vendor, ensuring accurate transaction tracking.
45065 The report Invoices did not return any search result due to a change in 2.16.
45180 Corrected an issue related to error message 'Table: 0 does not exist' when trying to use lookup for landed cost reference.
45202 Direct postings, the defaulted filter for the agreement field did not work properly.
45205 Resolved an issue using new approval workflow were an approver that had used forward was changed to approved under certain scenarios.
45207 Direct postings, the Correct invoice functionality in Post control did not work properly.
45229 The exchange rate was not updated properly during the final posting in the approval journal due to a correction done in 36199 included in 2.16.
45324 When changing the procurement categories in Import and Document form the dimensions were not saved properly.
45346 The exchange rate was not updated properly during the final posting in the approval journal.
45464 We were sending the wrong voucher number to ExFlow web settlement information.
45492 ExFlow direct posting invoice with project intercompany lines. Resolved an issue when wrong invoice is opened in ExFlow document form when navigating from invoice journal form.
45507 Direct postings, Post Controlled invoices where not picked up correctly in the final posting batch jobs.
45514 Direct postings, when activating the standard D365 workflow for vendor invoices, the ExFlow invoices were also affected.
45515 Chinese voucher number was not set correctly when it was restarted into a new period.
45534 When uploading XSLT files to our XSLT repository under the import methods the characters where decoded which caused the function to generate images to fail.
45564 Import validation exception workflow for IBAN isn't triggered, causing the workflow condition to be skipped and resulting in the invoice being posted incorrectly.
45590 Direct postings, the voucher field in Document Form list page did not include a hyperlink.
45598 Activation of a structure in Advanced workflow approver on financial dimension could fail when there were common segments with Allow blank values.
45602 Auto match purchase order invoices on arrival of goods (new). Resolved an issue when approvers are not suggested for “Price variance” match result.
45612 Direct postings, it was not possible to open the invoice journal from Document Form if the status was “In Journal”.
45615 We have removed the option to use Global Reference in advanced approval workflow conditions. Reference will be used instead, providing the expected functionality.
45632 Using the new approval workflow feature, you can now add approvers using conditions related to line manager levels.
45639 Posting date was not updated correctly during the final posting when modules are closed.
45654 ExFlow web. Lines with line type “Item”. Fixed an issue when “Product search name” is displayed instead of “Product name”.
45663 Auto match purchase order invoices on arrival of goods (new). Resolved an issue when approver’s status “Hold” is reset ignoring “Number of days before system release of quantity variance invoices” field from parameters.
45706 Suggest approver’s function. “Separate suggest approvers from validate” parameter’s field is set to Yes. Fixed an issue when “Keep approval chain” field set to Yes was ignored during suggest approver process (approvers were added after all).
45742 Adding a warning message when creating Posting Proposal advanced with Line Type Project and selecting a closed project.
45749 When modifying the invoice coding for Ledger line types the connected DefaultDimension field on the lines were not updated correctly.
45788 When running Tax Calculation Service, we did not calculate sales tax for line-item charges. We have also updated the information provided in the sales tax form.
45825 When using new approval workflow, the approval validation process was triggered when trying to hold, reject or delete an invoice line in ExFlow web.
45904 When posting pending vendor invoices outside of ExFlow we triggered a validation intended for ExFlow invoices.
45936 We have added support for invoices with large amounts.
45943 The definition value 'invoice_url' will now be included as a default value.
45982 Including the value from MiscField9 in the transaction text was not working properly when updated.
46045 We have added a correction for the grid quickfilter in Approval workflow rule groups.
46053 Filling Vendor account manually in Import form could throw an error message “Some of the information that you entered is not valid. You must enter a valid information before you can continue.”
46085 Fixed a minor display issue, when using invoice history for an invoice line saying that main account was coded although no coding had taken place.
46103 Invoice totals tolerances for charges when using ExFlow matching rules, gives different matching outcome between import and document form.
46111 Post Control Workflow does not correctly evaluate 'Workflow action vendor group' conditions, leading to incorrect invoice routing.
46126 When using global reference, reference lookup field in import, document and agreement form takes a long time loading the data.
46133 Due to a change in the data source record lookup within the forms Import and Document Form an extensive query was performed which could cause an AOS failure.
46135 Auto match purchase order invoices on arrival of goods (new). Batch job records to include query adjustment. Resolved an issue when “Approval status” field was locked for editing.
46136 Under certain scenarios invoices could be set on hold when imported without any reasonable explanation.
46280, 46961 Addressed issues of unintended “Date of VAT register” field modification during ExFlow process flow.
46294 Resolved an issue when “XML without transformation applied” field is blank once “Show XML file” button is clicked on “Import vendor statement history” form.
46359 Direct postings, when an invoice had both debit and credit lines, the lines were not transferred correctly to the Invoice Journal.
46394 Direct postings, when clicking on the voucher number in Document Form, you were not navigated to the voucher on the vendor transaction.
46402 Direct postings, the invoice number have been locked in Document form.
46419 India sales tax, the batch job Cost account invoices was doubled in the menu.
46452 Invoice approval journal. Fetch vouchers process. Fixed extra line creation issue for Project and Fixed asset invoices when “Always update voucher number" parameter is set to Yes.
46504 If an invoice had been selected for post control it was previously not possible to clear change this, even if the invoice was restarted and validated ok by the post control workflow.
46701 Direct postings, the method of payment was not transferred correctly into the invoice journal.
46705 We have updated the API contracts used in combination with Pagero Online. The old contracts could cause invoices not to be imported correctly.
46706 We have updated the logic in the upload of vendors to ExFlow Data Capture to only block vendors if the flag Vendor hold is set to All.
46720 when a default account was configured on the vendor record, default financial dimensions were not retained during invoice import process. resulting in blank dimensions on the import form.
46777 India sales tax. When working with India sales tax all charges need to be allocated to the lines to have the correct tax calculation. The allocation will now also be done to lines that are non-stocked.
46847 When coding project intercompany invoice in ExFlow Web, the default financial dimensions from the project is not automatically added to the accounting string.
46954 We have updated the label for showing ExFlow invoices on the Fetch voucher form within the invoice approval journal.
46965 Direct postings, the reference field was not updated based on the selected agreement number when this was updated in the Document Form.
47014 We have resolved an issue that was causing system error for a specific group configuration. Specifically, it was triggered when the configuration was used to build coding field in Import form.
47040 We identified a scenario where the workflow was not evaluated correctly due to an incorrect value conversion when the workflow xml was created.
47050 Direct postings, India sales tax. Validation between the scanned sales tax compared to posted sales tax was not performed correctly.
47069 Direct postings, the Import form list page showed amounts in both debit and credit field when showing all invoices.
47079 When running with the PO connect feature in certain scenarios the Purchase order number was not set correctly on the line in ExFlow.
47102 The approved date was not set correctly when approving from ExFlow Web.
47180 When using suggest approvers in Import form the current approval route should always be deleted even if no new approvers was found. This was not the case when using new approval workflow.
47212 Direct postings, it was possible to post invoices stopped for post control through the ExFlow Vendor invoice management workspace.
47331 Cancelling an invoice triggers the posting process instead of cancelling the invoice, causing the invoice status in the document form to be set to "Invoiced" instead of "Cancelled."
47333 ExFlow import form. Resolved an issue when it was possible to edit, add, delete bank accounts for user with only ExFlow roles assigned.
47362 In the job Auto match purchase order invoices on arrival of goods (new): "Suggest approver starts replacing from" option were not working properly.
47364 Fixed a security issue that made it impossible to click the show details button for the step details for the new approval workflow time line log.
47635 ExFlow direct posting. Import form. Fixed an issue when expense invoice posting fails if ExFlow parameters “Validation type” field is not set to “ExFlow”.
47671 Refresh Line VAT was not working properly in Import form.
47684 Fixed a approver order issue when an approver using forward was added back again to the approval route, due to parameter Add same approver after current if forwarded.
47698 We have corrected an issue where updates to any tab under line details in Approval form caused an automatic switch to the first tab.
47706 The parameter setting Add same approver after current if forwarded under approval tab was greyed out if the new approval workflow was enabled. This option is now possible to adjust again.
47812 Fixed an issue where EDI invoices displayed a distorted image when the delivery node was missing in the XML after upgrading to version 2.16.4. The root cause was related to Html transformation engine.
48093 On vendor transactions when opening Original document and view details for Ledger journal a code error appears.