Sage Paperless Construction

Transcription

1 Sage Paperless Construction Release Notes Version 6.3

2 2018. The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners. Microsoft SQL Server and the Windows logo are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or in other countries. Your use of this document and the Sage product(s) described herein is governed by the terms and conditions of the Sage End User License Agreement ("EULA") or other agreement that is provided with or included in the Sage product. Nothing in this document supplements, modifies or amends those terms and conditions. Except as expressly stated in those terms and conditions, the information in this document is provided by Sage "AS IS" and Sage disclaims all express, implied or statutory warranties of any kind, including but not limited to the warranties of merchantability, fitness for a particular purpose or of non-infringement. No implied license is granted to you under any Sage intellectual property or trade secret right. Sage reserves the right to revise, supplement or remove information in this document at any time without notice to you or others. Sage End User License: Date: 3/27/2018

3 Overview... 2 New Features... 2 OCR Module for Invoices... 2 DocRoute connectivity to DocuSign... 2 DocRoute eportal Module... 3 DropBox Connectivity... 3 Additional New Features... 3 Administration... 3 APFlow General... 3 APFlow Invoice Manager... 3 APFlow preview... 4 APFlow Sage 100 Contractor... 4 APFlow Sage 300 Construction and Real Estate... 4 DocRoute... 4 Resolved Issues... 5 Administration... 5 APFlow General... 5 APFlow Sage 100 Contractor... 5 APFlow Sage 300 Construction and Real Estate... 6 Updating Your Sage Paperless System... 7

4 Overview Thank you for your requests and feedback on Sage Paperless Construction. We are excited to announce the release of version 6.3, which will provide multiple new features and will allow for you to be more productive. New Features OCR Module for Invoices Sage Paperless has partnered with the leader in advanced capture software, ABBYY USA, to bring you the best OCR advanced capture software to greatly increase the efficiency of your APFlow workflow. ABBYY FlexiCapture for Invoices is designed to automatically read the information on your invoices using optical character recognition (OCR), scan through your AP Vendor database to determine the correct vendor the invoice applies to and pass along key invoice data to the APFlow module. OCR scanning and data retrieval greatly reduces the amount of time spent manually keying in invoice information and lets your processors concentrate on more important function of getting your invoices posted in the fastest manner possible. DocRoute connectivity to DocuSign Do you currently use DocuSign to collect esignatures on contracts, change orders, or other legal documents? With version 6.3 of Sage Paperless Construction, you can now connect your DocuSign account to the DocRoute module to route your documents from DocRoute to DocuSign and back without having to save off the document and re-import into the SPC repository. Sage Paperless maintains contact with DocuSign throughout the entire routing and signature process so that you can instantly see the status of your routed documents directly in Sage Paperless. Once completed and returned by DocuSign, you will have the signed documents along with the entire audit trail attached as the last page of your document. So start routing your important documents for esignature while still maintaining tracking ability and control in your Sage Paperless repository. 2

5 DocRoute eportal Module A new module has been added to the Sage Paperless eportal which extends the DocRoute module to the cloud. With the eportal DocRoute module, you can now route documents to ANYONE, both inside and outside of your company. Route RFI s or change order requests to architects, engineers, subcontractors or field employees. External users receive an notification of the route along with a link to bring them directly to the SPC eportal to view and approve the routed document(s). Senders can specify on a person by person basis who can add documents to the original route. This can be used to gather additional documents from other parties. Sage Paperless users can initiate routes from the locally installed Sage Paperless system or directly from the eportal. DropBox Connectivity DropBox has become a very popular software package for sharing files in the cloud. Many of our customers use DropBox to gather document, job photos, timesheets, etc. from jobsites and other external locations. Version 6.3 adds a new document import job that allows you to connect to your DropBox folders to automatically import documents placed in the DropBox folders into specified user queues. This allows you to continue using your DropBox accounts for collection, with Sage Paperless automatically pulling them back to your main office on a scheduled basis. Additional New Features Administration Expanded the copy Vault settings functionality to be able to copy and create a new vault all in one step. APFlow General Added a copy button to the credit card import template screen to allow the copying of existing templates to a new template. The APFlow credit card import button has been moved from the Admin tab of the APFlow sidebar to the main APFlow ribbon toolbar for easier access. Only AP Supervisors or AP processors with Allow Processor Import" rights will have access to the button on the toolbar. The ability to set a default vendor on a credit card import template has been added. APFlow Invoice Manager Added functionality to display the sum of the selected invoice totals on the Invoice Manager screen. Select multiple invoices using either the Shift - Click method to select a range of invoices, or the CTRL - click method to select individual invoices. 3

6 APFlow preview Added the ability for a reviewer to approve an invoice on the Edit Invoice screen. APFlow Sage 100 Contractor The Part # field was added to Invoice Expense Line entry for Sage 100 Contractor. APFlow Sage 300 Construction and Real Estate A new PO Closing Utility button has been added to the main APFlow toolbar. This utility lists all open JC Purchase Orders in a grid and allows you to multi select PO s that you wish to mark Closed. This greatly simplifies the closing process for purchase orders and helps speed up your Sage Paperless APFlow system by eliminating closed PO s from its queries. Support for the Miscellaneous Deduction 1 field (Workers Compensation) has been added. This setting is set in Sage 300 Construction and Real Estate and honored as configured for either Invoice or Distribution Level. Added Job Extra field to the credit card import. DocRoute The ability to add external documents has been added to the Quick Route screen of the DocRoute module. In previous versions, you could only add indexed documents to the route. Now you can add both indexed and non-indexed documents. 4

7 Resolved Issues Administration Fixed issue where users could not remove an index type from a document type any time there was only one index value present regardless of whether or not that index type was the one the user was trying to remove. Fixed issue in add new user wizard where selecting an active directory user did not automatically bring in first name, last name, , and phone number. APFlow General Fixed issue where choosing "Yes" when prompted "Do you want to reset rejected lines to pending?" does not reset the invoice lines to pending. Fixed issue where users could not access document match form without adding a line to an invoice. Fixed issues where there were no invoice notes to indicate a reviewer waived an invoice warning. Fixed issue where removing an invoice routing group was not removing assigned reviewers from that group from the invoice. Fixed issue where removing a proxy relationship in one vault removes it in all vaults. Corrected issues where Inactive AP Processors were still available for selection in the AP Users dropdown list in the APFlow sidebar. APFlow Sage 100 Contractor Corrected issue with Sage 100 Contractor (SQL) invoice posting where retainage was being applied twice against the subaccount. Resolved divide by zero error occurring on entering a zero-dollar invoice. Fixed issue where an Invoice Line could not be routed with only a Sub Account and no GL Account. Corrected handling of unallocated amount as it compared to Net Pay totaling on Invoice Lines for Canadian clients with both holdback and GST/HST taxes on a line. Resolved Sage 100 Contractor export error due to negative unit cost on a line item. Fixed issue where Job Budget Worksheet was including voided job cost translations in its job cost to date calculation. Fixed rounding issue with worker's comp posting to the general ledger would occasionally be off by a penny. Fixed issue where credit invoices with holdback and HST were not exporting correctly. 5

8 Fixed issue where the logic for the APFlow setting Allow Addtl Lines on Po/Sub Invoices was reversed. Setting to True should allow other line types on invoices with a PO or Subcontract line already existing on it. Fixed issue with Check Review Unmarked For Payment functionality not working for Sage 100 Contractor SQL versions. Fixed issue where setting sales tax header field to blank value will cause an error when tabbing out of the field Resolved error resulting on export when determining the GST GL account based on the vendor's state/providence versus using the tax code entered on the invoice. The GST GL account is now determined based on the tax code on the invoice which is initially defaulted based on the vendor's tax code override followed by the state/providence. Changed character limit to 15 for Cost Code field on Subcontract line type. Corrected issues where Job Status was not being cleared when a Complete or Closed job is initially entered, then changed to an Open Job. APFlow Sage 300 Construction and Real Estate Corrected issue where tax amounts were not refreshing after using the Tax worksheet. Fixed issues where lump sum PO lines where still computing units and not allowing setting of the gross amount on the PO invoice line. Updated the PO Receipt Lookup to include the Received Date. Corrected Sage 300 Construction and Real Estate Canadian interface which was showing incorrect amounts when holdback and taxes were present. Fixed issue where inputting the equipment cost code on an equipment line after inputting the job costing fields will incorrectly overwrites the GL account with the corresponding equipment cost code GL account Resolved slowness issue when validating Cost Code and Category when no job has yet to be entered. It was discovered that adding a filter to the commitment lookup query caused it to take 2x longer than without the filter. The code has been changed to filter the master list AFTER the query is run resulting in the PO/Subcontract lookup running 2x faster. Implemented checks for Closed Jobs and Completed Extras when entering Purchase Order or Subcontract lines on an invoice. 6

9 Updating Your Sage Paperless System The following steps guide you through the update process. 1. Instruct your Sage Paperless users to exit SPC before attempting the update. 2. Log onto the server which houses Sage Paperless as an Administrator. 3. From the server s Start menu, run the SPC Server Dashboard. 4. First, you have to stop the Sage Paperless Application, Job Poll, and Web services. From the SPC Server Dashboard, click on the App Service and Job Poll Service tabs and click the Stop button to stop the services. Click Stop Button Click Stop Button 7

10 Click Stop Button 5. Click the Deployment tab Live Update Tab Version Available Version Deploy Button Current Version 6. Click the Live Update tab if it is not already chosen. 8

11 7. The Available Version label shows the latest pvault version available to you. 8. Click the Deploy button to download and deploy the update file. (Note: You will only be able to download the update file if your maintenance is current with Sage. The status of your maintenance is shown to the left of the Manual Update tab.) 9. While the update file is downloading, you will see the following status screen. The download can last from a few minutes to a longer period of time, depending on the speed of your internet connection. 10. When the download is complete, you will be presented with a SQL Login screen as shown below. Type in a SQL administrator s login id and password, and then click OK. 11. The updater will ask you if you would like to back up the database before applying the update. We suggest you choose Yes. 12. Once the backup is completed, the updater runs the database scripts to update the Paperless Environments database; updates the Sage Paperless Application Server files; and updates the Sage Paperless Client files. 9

12 13. When the update is completed, you will see the message shown below. 14. The last step is to restart the Sage Paperless Application, Poll Service, and Web Service (if applicable) services. Click on the App Service, Poll Service and Web Service tabs and click the Start buttons to restart the services. Click Start button Click Start button 10

13 Click Start button 15. When your clients log back into Sage Paperless, the client software will update automatically. 11