Charted 2022.2
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Charted 2022.2.6 (2023-01-27)
OCR and Invoice Scanning [340110]
New Features:
None
Changes:
Our OCR scanning endpoint has changed from netsuite.app.charted.com to prod.charted.charted.com. No action is needed for existing clients. Clients that are currently configured to use netsuite.app.charted.com on their OCR settings screen will transition automatically to our new OCR scanning endpoint automatically behind the scenes.
The licensing endpoint has changed from netsuite.app.charted.com to prod.charted.charted.com. No action is needed for existing clients. The endpoint transition will happen automatically upon upgrade to this version.
Bug Fixes:
When duplicate detection was disabled (this is a non-default setting typically used for testing), duplicate invoices failed to be scanned.
Advanced Vendor Onboarding [448491]
New Features:
None
Changes:
The licensing endpoint has changed from netsuite.app.charted.com to prod.charted.charted.com. No action is needed for existing clients. The endpoint transition will happen automatically upon upgrade to this version.
Bug Fixes:
None
Approval Automation [310718]
New Features:
None
Changes:
The licensing endpoint has changed from netsuite.app.charted.com to prod.charted.charted.com. No action is needed for existing clients. The endpoint transition will happen automatically upon upgrade to this version.
Bug Fixes:
Budget based approvals incorrectly were being enabled if no budget was setup in NetSuite for at least one account on the PO line and the budget approval threshold was set to $0 or 0%.
Vendor Request [289947]
New Features:
None
Changes:
The licensing endpoint has changed from netsuite.app.charted.com to prod.charted.charted.com. No action is needed for existing clients. The endpoint transition will happen automatically upon upgrade to this version.
Bug Fixes:
When no address was populated on the vendor request form, the vendor record could fail to generate due to an invalid address trying to populate on the vendor record.
Charted 2022.2.5 (2023-01-25)
OCR and Invoice Scanning [340110]
New Features:
None
Changes:
None
Bug Fixes:
When opening an invoice PDF in another window using the pop-out feature introduced in 2022.2.4, the invoice failed to display due to a permission error (INSUFFICIENT_PERMISSION: You do not have access to the media item you selected)
Charted 2022.2.4 (2022-12-22)
OCR and Invoice Scanning [340110]
New Features:
The split screen view for reviewing invoice documents has been revamped to support the following new features and capabilities:
Industry-leading PDF compatibility within NetSuite, providing accurate views of all PDF documents, regardless of source. This eliminates the possibility of PDF documents rendering incorrectly or the need to download a document locally to view.
Overhauled UI gives you easy access to close, search, download and pop out the PDF into a separate window within your browser.
Removes a Chrome/Edge browser defect that caused field values to type backwards when trying to make edits to the Vendor Bill.
Added additional invoice duplicate detection. This includes the following changes:
If a duplicate invoice document is uploaded accidently (same content as another file uploaded), it no longer consumes OCR usage.
A new column has been added to the standard queue to indicates if an invoice document is a potential duplicate (same content as another file uploaded). Clicking on the duplicate warning icon will bring you to the duplicate invoice document(s). If you’re currently using a custom version of the invoice queue, you will need to manually update your queue or create a new copy of the standard queue.
A new warning will appear when creating a Vendor Bill if the bill is a potential duplicate (same content as another file uploaded). Clicking on the duplicate warning will bring you to the duplicate invoice document(s).
Changes:
None
Bug Fixes:
Fixes a Chrome/Edge browser defect that caused field values to type backwards when trying to make edits to the Vendor Bill.
Fixes issue that can cause invoice documents to not render properly or fully.
Charted 2022.2.3 (2022-11-16)
Advanced Vendor Onboarding [448491]
New Features:
Added an optional alert that can be shown at the top of emails and forms when requesting more information from a vendor. The alert can be pre-defined on the form settings using the Request More Info Alert Default field.
The split screen used to request more information has been simplified. When sending a request for more information, you can now specify your own alert that appears at the top of the email and form.
Forms can now be configured to expire after a specified number of days. This can be setup on the form settings by using the Request Expiration field.
Forms can now be configured to only be visible to send based on the vendor’s subsidiaries. The supported subsidiaries can be defined using the Restricted to Subsidiaries field on the form settings.
Forms can now be configured to appear as the form selected by default when sending forms, based on the vendor’s primary subsidiary. This can be setup using the Primary Subsidiary on the form settings.
Changes:
When creating new forms they will default to single use forms.
Bug Fixes:
When a form response is automatically applied to a vendor (without manual review), the vendor is now correctly requiring re-approval (if vendors are setup to require re-approval on change).
Removed lines from the request more information screen that are not applicable (e.g. section header form elements)
When creating a new form, the Submitted By form element now defaults a label to prevent an error when trying to save the form.
Approval Automation [310718]
New Features:
Added support for identifying approvers via a custom SuiteQL query.
Changes:
None
Bug Fixes:
None
Dashboard [452447]
New Features:
Added ability to customize the To Approve and To Submit cards/reminders shown on the Charted dashboards. You can now create your own saved searches to drive the cards/reminders.
Changes:
None
Bug Fixes:
None
Charted 2022.2.2 (2022-11-08)
Advanced Vendor Onboarding [448491]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
Approval Automation [310718]
New Features:
Added support for domain synonyms on the Approval Automation’s advanced settings. This can be used when approvers are permitted to respond to approval emails using multiple different email domains with the same email username.
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
Fixed typo in the default Transactions Pending My Approval (Reminder) saved search that comes included with Approval Automation.
Dashboard [452447]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
OCR and Invoice Scanning [3400110]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
3-Way Match [325035]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
Advanced Check Printing [288859]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
Advanced Document Management [289838]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
Advanced Help [450079]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
Journal Reversal [289946]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
Vendor Request [289947]
New Features:
None
Changes:
SuiteBundler version has been updated to match to new versioning scheme (2022.2.2)
Bug Fixes:
None
Charted 2022.2.1 (2022-11-02)
Advanced Vendor Onboarding [448491]
New Features:
Added the ability to enable automatic follow up reminders if vendors have not responded to a form.
Added ability to specify multiple email addresses to send vendor onboarding forms. After pressing Send Form, additional email addresses may be optionally added.
Added ability to request more information from a vendor based their form responses. When viewing a form response in split screen view, the onboarding manager may press Request More Info to send another form to the vendor, limited to specific fields.
Added support for capturing JP Morgan Chase bank details (FiSpan).
Added ability to manually follow up to a form that was emailed to a vendor (to remind them to complete the form)
Changes:
The form element’s label and type are now mandatory fields when editing a form record.
Fixes the NetSuite Drag and Drop bundle which was overlapping page elements when viewing a form’s response in split screen view.
Bug Fixes:
Resolved issue where empty bank details resulted in an invalid routing number error.
Dashboard [452447]
Release 1.0.0
New Features:
Initial Release
Changes:
None
Bug Fixes:
None
Advanced Vendor Onboarding [448491]
Release 2.0.0
New Features:
Initial Release of Vendor Onboarding
Changes:
None
Bug Fixes:
None
OCR and Invoice Scanning [3400110]
Release 2.0.0
New Features:
Initial Release
Changes:
None
Bug Fixes:
None
Release 2.0.1
New Features:
Added setting to optionally show lines extracted from an invoice document which have an amount of $0. This can be enabled on the Advanced Bill Management settings screen.
Changes:
None
Bug Fixes:
Resolved issue preventing Vendor Bills from being created if OCR services are disabled in NetSuite (due to monthly OCR limits being reached).
Release 2.0.2
New Features:
Added support for automatic PO line matching when a PO is associated to the Vendor Bill. When enabled, lines on the invoice document will be auto-matched to open lines on the selected PO. Non-matching lines will set quantity/amount to zero.
Changes:
None
Bug Fixes:
None
Release 2.0.3
New Features:
None
Changes:
Improved inbound email logging to show the subject line from inbound emails.
Bug Fixes:
None
Release 2.0.4
New Features:
Added support for vendor-specific OCR rules. This allows the OCR results to be modified dynamically based on vendor-specific rules in your account. Rules have been added to allow lines to be removed, lines to be merged and custom data to be extracted from the OCR results.
Changes:
Updated Vendor and PO number lookup to run at Vendor Bill create time (in order auto-select the correct Vendor and PO). This is useful if the Vendor or PO didn’t exist at the time an invoice is uploaded to NetSuite.
Bug Fixes:
Fixed error when a document failed to be scanned using OCR. The solution has been updated to still allow a Vendor Bill to be created with split screen view.
Fixed error related to the number of open POs. When a Vendor had more than 4k open POs, a script error was being reported.
Release 2.0.5
New Features:
None
Changes:
The split screen viewer has been updated to stay stationary on the screen when the user scrolls down on the Vendor Bill screen.
Bug Fixes:
None
Release 2.0.6
New Features:
The PDF split screen viewer has been updated to use Adobe’s PDF browser-based viewer instead of native browser functionality. This leads to a better experience when adjusting the size of the split screen view.
Changes:
None
Bug Fixes:
None
Release 2.0.7
New Features:
Added a new OCR Rule: Text Extraction (PO Number) to override how the PO number is extracted for specific vendors.
Changes:
None
Bug Fixes:
None
Release 2.0.8
New Features:
None
Changes:
None
Bug Fixes:
Added support for accounts with expense categories not enabled.
Release 2.0.9
New Features:
Added optional feature (enabled on the ABM Settings page) to capture shipping/freight costs as an additional item or expense line on Vendor Bills.
Changes:
None
Bug Fixes:
None
Release 2.1.0
New Features:
Added support for invoice line consolidation. This can be optionally enabled on the ABM Settings page. This can also be enabled at a Vendor level by setting up OCR rules.
Changes:
None
Bug Fixes:
None
Release 2.1.1
New Features:
The invoice document uploaded is now attached to the Vendor Bill on the Communication > Files tab for any new Vendor Bills created.
Changes:
None
Bug Fixes:
None
Release 2.2.0
New Features:
On the Invoice Queue screen, an “OCR Status” column has been added to show the status of the OCR scan
You will see rows with an “In Progress” status if they were uploaded via email or you pressed the cancel button after dragging and dropping invoices into NetSuite (before the uploading dialog finishes). There is a background process that will update the status once every 15 minutes. You can always continue to create the bill before the OCR scan is complete if needed.
The limit on the number of PDFs that can be uploaded via email (attachments per email) has been increased from 10 to 20 attachments.
If there’s any issues scanning a document, it’s status will be set to “Failed”. You can still generate a Vendor Bill, but OCR data will not be used.
Changes:
None
Bug Fixes:
None
Release 2.2.1
New Features:
When Auto Fill Line is enabled on the ABM Settings screen (to code non-PO Vendor Bill lines), the location will also be auto filled based on prior Vendor Bills entered.
Changes:
None
Bug Fixes:
None
Release 2.2.2
New Features:
When creating a Vendor Bill associated to a PO, the PO lines’ current available quantity, rate and amount will be saved on the Vendor Bill’s lines in read-only fields (PO Quantity, PO Rate, PO Amount). These values can be seen while creating a Vendor Bill from a PO. By default, these new fields are not shown on custom forms. These fields will automatically be hidden on the form if a Vendor Bill is not associated to a PO.
A “Restore PO Lines” button has been added to the item and expense line tab. When creating a Vendor Bill from a PO, this button will restore the lines’ quantity, rate and amount that were open at the time the Vendor Bill was created. This button is not available if a Vendor Bill is not associated to a PO.
Changes:
None
Bug Fixes:
None
Release 2.2.3
New Features:
None
Changes:
Added additional logging to log the name and type of all attachments included in an email.
Updated PDF filtering logic for email attachments to determine PDF files based on the file extension (e.g. “.pdf”) or the sender-specified attachment data type.
Bug Fixes:
None
Release 2.2.4
New Features:
Added support for accounts without Advanced Receiving enabled.
Added support for accounts with Advanced Receiving’s Bill In Advanced of Receipt setting enabled.
Changes:
None
Bug Fixes:
None
Release 2.3.0
New Features:
Email details are now tracked (From Address, To Addresses, Cc Addresses, Reply To Address, Date, Subject and Text Body) in NetSuite for each email received. When viewing an Invoice Document or Vendor Bill, a “View Email” button will be available if the invoice was uploaded via email. Clicking on the “View Email” button will show the email details in a PDF split screen view. You can switch back to seeing the invoice in split screen view by pressing the “View Invoice” button.
Changes:
Clicking on “View Invoice” when viewing or editing a Vendor Bill no longer requires the page to be reloaded in order to see the invoice in split screen view.
Bug Fixes:
None
Release 2.4.0
New Features:
A new rules engine has been added to all version of ABM. The OCR Rules functionality found under the Settings menu has been deprecated and will be removed in a future version of ABM. Any rules setup using the legacy OCR Rules functionality should be re-created using the new rules engine functionality. New rules can be added by going to Lists > ABM > Rules or by clicking on the Create Rule button when viewing a document in the invoice queue. Using the Create Rule button on the invoice document has the added benefit of pre-populating common conditions and giving visibility into the text extracted from a PDF document – this is useful when trying to add rules.
Added a Custom PO Number Field setting on the ABM Settings page. This optional setting allows you to specify the PO field id to additionally use when looking up a PO on the Vendor Bill. This is useful if Vendors include a PO number on invoices that is stored in a custom field on your PO record.
Added the ability to see the OCR-extracted PO number and rules-engine selected subsidiary on the standard invoice queue. Both can be manually changed before creating a Bill by editing the document in the queue.
Changes:
Clicking on “View Invoice” when viewing or editing a Vendor Bill no longer requires the page to be reloaded in order to see the invoice in split screen view.
Bug Fixes:
The default position of the Purchase Order drop down (when creating Bills) has been changed to work around NetSuite form display issues seen in Sandbox accounts.
Release 2.4.1
New Features:
Added an Attach Invoice Documents to POs setting on the ABM Settings page. When enabled, the uploaded invoice document will be automatically attached to the related PO when a Vendor Bill is created. Invoice documents will still be attached to the Vendor Bill.
Added a Custom PO Name Formula setting on the ABM Settings page. Optionally enter a saved search formula (text) to override the format of PO names which appear in the "Purchase Order (Cannot Change After Save)" drop down when creating Vendor Bills.
Changes:
Logic to lookup Vendor, PO and Subsidiary has been improved.
If using POs, ABM will first attempt to find a matching PO before looking up the Vendor to assign to a document in the queue.
Improved lookups for vendors that have been replicated across subsidiaries.
Updated the layout of the standard invoice queue. The view button has been replaced with a link on the document name. Uploaded By has been renamed to Owner.
Updated the format of the uploaded invoice documents file name in the file cabinet from “<uniqueid>-<originalfilename>.pdf” to “<originalfilename>.<uniqueid>.pdf”. This improves the experience when receiving the invoice documents via email for approval.
Bug Fixes:
None
Release 2.4.2
New Features:
Added a new rule action called Set Field Value, which lets you set any field on the bill to a static value.
Changes:
Selecting no conditions on a rule will cause the rule to apply to all documents uploaded.
All whitespace detected within extracted PO numbers or invoice numbers will be removed automatically.
If a rule selects a specific vendor, but doesn’t define a subsidiary as well, the subsidiary will default on the queue and bill to the Vendor’s primary subsidiary.
This document has been updated to provide more detail about the invoice queue and rules.
Bug Fixes:
If a PO number could be extracted from the document but no PO could be found in NetSuite, the vendor selected by a rule was being ignored and defaulted to looking up the vendor by name.
Release 2.4.3
New Features:
None
Changes:
The Invoice Document record type has been updated to allow for inline editing. If the Invoice Queue’s search is setup not to group results (not default functionality), it’s possible to enable inline editing in the queue (e.g. to select a different subsidiary)
Improvements to the split screen view to condense the width of the page. This can help prevent the need to scroll from side to side on a small screen.
Bug Fixes:
File names longer than 199 characters no longer result in upload errors via email and drag and drop (due to NetSuite limits). File names will be truncated to 199 characters when stored in the file cabinet.
Release 2.4.4
New Features:
Added an Auto Fill Fields setting on the ABM Settings page. This field can be used to enter a comma separated list of body or line field ids to auto fill when creating a Bill (in addition to the standard fields auto-filled at the line level)
Added a Copy Lines From Prior Bill setting on the ABM Settings page. When enabled, all lines will be copied from the prior bill (for the selected Vendor and Subsidiary) when entering non-PO bills. The lines will not be modified based on information in the invoice document.
Changes:
Legacy OCR rules (found on the setup menu) have been disabled and will no longer be used starting in this version.
The Auto Fill Line and Show Zero Dollar Lines settings have been hidden and set to default values. Non-PO Bills will always auto-fill lines. Zero dollar lines extracted via OCR will never be shown when creating a Bill.
The native Auto Fill button has been removed when creating bills to avoid conflict with our included auto-fill functionality.
Bug Fixes:
None
Release 2.4.5
New Features:
Added Subsidiary and Vendor-level settings to the ABM Settings screen. A default Vendor Bill form can be defined for specific Subsidiaries. The ability to consolidate invoices lines or copy lines from the prior bill can be defined for specific Vendors.
Improved support for tax codes for non-PO Vendor Bills. The tax code will now automatically default on expense and item lines if an account or item is selected.
Changes:
Updated the ABM Rules screen to disable the following actions if the Transaction Vendor Is or Transaction Subsidiary Is conditions are selected: Extract PO Number from Email, Extract PO Number from Document, Extract Invoice Number from Email, Extract Invoice Number from Document
Bug Fixes:
Resolved script error creating Vendor Bills found in v2.4.4 if the extracted invoice has no amount extracted.
Release 2.4.6
New Features:
Added a Prioritize PO over Rules setting on the ABM Settings page. When enabled, subsidiary and vendor set using rules will be ignored when searching for a PO. The subsidiary and vendor defined on the PO will always take priority over rules.
Changes:
Improved tax handling for consolidated lines when freight is broken out from the consolidated line.
Improved tax handling when a Vendor Bill is associated to a PO and the PO lines have been modified based on invoice lines.
Changing the Vendor when a PO is selected on a Vendor Bill is now allowed.
When installing ABM into a new account, a folder will be automatically generated to store ABM documents uploaded and automatically referenced on the ABM Settings page.
The ABM Settings form has been reorganized and help text has been updated.
Bug Fixes:
Prevented the Custom PO Name Formula from causing duplicate POs to appear in the PO drop down when creating Vendor Bills when formula join syntax is used.
Release 2.4.7
New Features:
None
Changes:
Improved tax calculation performance when generating Vendor Bills.
Bug Fixes:
None
Release 2.4.8
New Features:
Rule conditions can specify the matching logic to use (in the past the conditions only supported regular expressions): Match All (Comma Separated), Match Any (Comma Separate), Advanced Match (RegEx). Existing rules (unless updated to define condition logic) will by default still match based on RegEx logic.
Changes:
Updated the position of NetSuite’s Drag and Drop area if using the NetSuite Drag and Drop bundle so that it doesn’t overlap with buttons on the screen.
Selecting a different vendor when entering a vendor bill will always default to the new vendor’s primary subsidiary (instead of the subsidiary that’s currently selected).
The subsidiary selected on the queue will be ignored when generating a vendor bill if the selected vendor on the queue doesn’t belong to the selected subsidiary. The vendor’s primary subsidiary will be used instead.
Rule conditions using Regular Expression matching logic have been updated to be case insensitive.
Bug Fixes:
Resolved issue preventing CAD tax codes from being selected when creating bills.
Resolved issue causing the extracted freight line to overwrite the PO line when entering a PO-related bill.
Release 2.4.9
New Features:
Added support for SuiteTax calculations.
Changes:
Improved Vendor lookup logic to include IBAN, VAT or Phone Number when searching for a Vendor to select.
Improved PO lookup logic to exclude closed POs and the ability to generate a bill against a PO with no open lines.
Improved performance of tax code lookup when items/accounts are the same across lines.
Bug Fixes:
None
Release 2.4.10
New Features:
None
Changes:
The ABM Vendor Invoice Document field types and form have been updated to allow for editing of the PO, PO Number, Invoice Number, Invoice Total and Invoice Date.
Bug Fixes:
None
Release 2.4.11
New Features:
None
Changes:
None
Bug Fixes:
Added checkbox to the ABM Settings screen to optionally disable record redirection. This setting should be checked if using Approval Workflow Automation’s auto-submission feature. This was added to work around a NetSuite defect related to record redirection.
Release 2.4.12
New Features:
Added the ability to specify multiple fields on the PO to reference when looking up a PO by PO number. The Custom PO Number Field setting (found on the ABM Settings screen) now supports multiple field ids by listing them in a comma separated list.
Changes:
Improved handling of line-level quantity, rate and amounts. Rate and amount will be backed into automatically if either rate or amount are missing (missing or $0) from the OCR extraction.
Bug Fixes:
None
Release 2.5.0
New Features:
Improved the functionality to lookup subsidiary automatically when uploading invoices. Subsidiary will now automatically be selected based on who the invoice is billed to (if an ABM Rule or PO does not take priority). This functionality will rely on prior uploaded invoices to determine the subsidiary. The reduces the need to create ABM Rules for each subsidiary.
Added a Default Subsidiary setting on the ABM Settings page. When defined, if no subsidiary can be identified when uploading an invoice, the subsidiary defined in the Default Subsidiary field will be assigned.
Changes:
None
Bug Fixes:
None
Release 2.5.1
New Features:
Added an Auto Match PO Override Items setting on the ABM Settings page. If enabled, item lines copied from the PO will not have their quantity and amount zeroed out and will be ignored by matching logic. This feature is only applicable if the Auto Match PO Lines feature is enabled.
Changes:
Added ability to enable detailed performance logging to help troubleshoot NetSuite performance issues if they occur. This feature is not enabled by default.
Bug Fixes:
None
Release 2.5.2
New Features:
None
Changes:
Performance improvement to speed up the process of opening the Vendor Bill create screen (for standalone bills with line-level consolidation enabled)
Bug Fixes:
An error was being encountered when creating a Vendor Bill if a memorized Vendor Bill existed for the selected Vendor/Subsidiary. Memorized transactions are now ignored when looking at historical Vendor Bills.
Resolved error encountered in new accounts when trying to setup ABM settings for the first time.
Release 2.5.3
New Features:
None
Changes:
If a line-item amount is extracted via OCR as $0 ABM will no longer try to back into a calculated amount based on the quantity and rate extracted.
Bug Fixes:
None
Release 2.5.4
New Features:
Added a Find Vendor By Currency setting on the ABM Settings page. When enabled, the currency of the invoice will be used when determining the vendor associated to the invoice. This feature should be enabled if your account has one vendor entity for each currency (vs a single vendor entity associated to one or more currencies).
Added a Date Field Mapping Override setting on the ABM Settings page. The date field will be populated to the field listed here. When this setting is enabled, the trandate will default to today's date.
Changes:
None
Bug Fixes:
Resolved issue preventing the lookup of a Vendor when no Vendor Name could be extracted from an invoice. This issue only impacted the Invoice Queue. Pressing Create Bill on the Invoice Queue worked around this issue in prior versions (the Vendor Bill create screen would correctly select a Vendor even though there was no Vendor shown on the Invoice Queue).
Corrected issue that would cause some invoices to fail to be scanned in non-One World accounts (starting in v2.5.0)
Release 2.5.5
New Features:
None
Changes:
None
Bug Fixes:
Resolved issue introduced in v2.5.4 that prevented scanning of invoices in accounts with multi-currency not enabled.
Release 2.5.6
New Features:
None
Changes:
None
Bug Fixes:
POs meeting the following criteria were not appearing in the PO drop down when creating a Vendor Bill: Bill before receipt is disabled, the PO has a combination of billable and non-billable items and the PO hasn’t been received.
Release 2.5.7
New Features:
None
Changes:
Updated our scripts that execute on the Vendor Bill screen to work around a NetSuite defect (Error reported by NetSuite via an unrelated client script: ReferenceError currentRecordService is not defined).
Bug Fixes:
None
Release 2.5.8
New Features:
None
Changes:
None
Bug Fixes:
Invoices that failed to extract a vendor name would sometimes fail to be scanned via OCR for new vendors.
Release 2.5.9
New Features:
Added support for blanket POs (new setting added to the ABM settings screen). This feature is enabled by default upon upgrade unless explicitly set to Disabled.
Added support for the default expense account specified on the Vendor record. If defined and no expense account can be determined automatically via historical bills, the default expense account will be used if expense lines are to be captured on a non-PO bill.
Added new Invoice Details Confirmation screen to capture missing invoice details before creating a Vendor Bill. This is currently an optional beta feature that can be enabled on the ABM settings screen.
Changes:
Reduced governance usage.
Bug Fixes:
Fixed rounding issues for CAD bills where the consolidated total is used to back into the net amount and the net amount is entered into the quantity field for consolidated POs.
Fixed issue for CAD consolidated bills trying to enter a consolidated item line and the selected item has a default quantity/rate/amount.
Release 2.5.10
New Features:
None
Changes:
None
Bug Fixes:
When creating a bill in a non-One World account, the user is no longer shown the error message "You do not have permission to access the subsidiary 'Parent Company'
Release 1.1.10 (Legacy Version)
New Features:
None
Changes:
None
Bug Fixes:
Resolved breaking change in NetSuite 2022.1 that impacted our ability to show loading dialogs on the screen.
Release 2.5.11
New Features:
Added new Vendor-level setting: Vendor Bill Lookback. This setting can optionally specify the number of prior bills to search when auto-filling line fields. This is only applicable when consolidation is disabled, lines are not copied from the prior bill and no PO is associated to the Vendor Bill. If not specified, the lookback is 5.
Changes:
Vendor Invoice Documents records have been removed from the global search.
Bug Fixes:
None
Release 2.5.12
New Features:
None
Changes:
None
Bug Fixes:
When a PO number extracted from an invoice document was the word “null”, an error was reported when trying to load the Vendor Bill screen.
Release 2.5.13
New Features:
None
Changes:
OCR accuracy checkboxes have been added to the ABM Vendor Invoice Document record (to track when the Vendor, Subsidiary, PO, Date, Amount or Invoice Number are changed by the user when entering a Vendor Bill). This information is not currently visible when viewing an ABM Vendor Invoice Document record and is sent to SquareWorks for internal reporting purposes.
Bug Fixes:
None
Release 2.5.14
New Features:
Added an Override Default Auto Fill Fields setting on the ABM Settings page. When enabled, only the fields specified in Auto Fill Fields will be automatically populated. No default fields will be automatically populated when this is enabled.
Changes:
None
Bug Fixes:
None
Release 2.5.15
New Features:
None
Changes:
Updated the process used to validate license keys.
Added automated analytics collection to give Charted more visibility into features being used. This helps with future support and maintenance. Analytics are collected weekly and are automatically sent to Charted. The following is collected:
PDF invoices uploaded via email (total count)
PDF invoices uploaded via drag and drop (total count)
Number of invoices scanned successfully (total count)
Number of invoices scanned unsuccessfully (total count)
Bug Fixes:
None
Release 2.5.16
New Features:
Added OCR rule action to allow for the custom extraction of a vendor’s name from the invoice document.
Changes:
None
Bug Fixes:
None
Release 2.5.17
New Features:
None
Changes:
Fixes the NetSuite Drag and Drop bundle which was overlapping page elements when viewing a Vendor Bill’s invoice document.
Bug Fixes:
Resolved issue that was resulting in failed scans when no vendor name could be extracted from an invoice PDF.
3-Way Match [325035]
Release 1.0.0
New Features:
Initial Release
Changes:
n/a
Bug Fixes:
n/a
Release 1.0.1
New Features:
None
Changes:
None
Bug Fixes:
Resolved issue when comparing multiple bills with inventory items to the PO/receipts.
Release 1.0.2
New Features:
None
Changes:
None
Bug Fixes:
Resolved issue causing 3-way matching fail and report variances in non-OneWorld accounts.
Release 1.0.3
New Features:
Added support for items coded to Other Current Liability, Long Term Liability, Equity, Income, Other Income and Deferred Revenue accounts.
Changes:
None
Bug Fixes:
None
Release 1.0.4
New Features:
None
Changes:
None
Bug Fixes:
Excluded 3-way match from running when entering Item Receipts for non-POs (e.g. Transfer Orders)
Release 1.0.5
New Features:
None
Changes:
None
Bug Fixes:
Resolve issue with item receipts reporting negative amounts and quantities when comparing to Vendor Bills.
Release 1.0.6
New Features:
None
Changes:
The terminology “error” has been changed to “variance” on all screens and dialogs.
Bug Fixes:
None
Release 1.0.7
New Features:
The ability to exclude all non-po items/accounts has been added to the settings page.
Changes:
None
Bug Fixes:
None
Release 1.0.8
New Features:
Added support for accounts without Advanced Receiving enabled.
Changes:
None
Bug Fixes:
None
Release 1.0.9
New Features:
Added support for PO receiving using Item Fulfilments.
Changes:
None
Bug Fixes:
None
Release 1.0.10
New Features:
None
Changes:
None
Bug Fixes:
Resolved issue preventing variances from appearing on item receipts records after the receipt is saved.
Release 1.1.0
New Features:
When checking for total variances, the billed total will now be compared to the received total (instead of only the PO total). This only applies if bill before receipt is disabled and advanced receiving is enabled.
If a receipt has not been approved (through Charted Approval Workflow Automation) and approvals are enabled, the receipt will not be included when checking for variances.
Changes:
When checking for variances when saving a bill, any bills that were entered after the saved bill (based on internal id order) will not be included in the variance check.
When checking for variances when saving a receipt, any receipts that were entered after the saved receipts (based on internal id order) will not be included in the variance check.
Bug Fixes: