pryme AI for AP Release Notes

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1.8 (November 2024)

New Features and Improvements

Fraud Protection with IBAN Validation

  • Added functionality to verify that the IBAN in incoming documents matches any existing Vendor Bank Account card. If the IBAN does not match, the document is flagged for review to prevent possible fraud.

Fixes and Minor Adjustments

  • #182 Enhanced the Purchase Document Log to ensure that comments are consistently recorded whenever there is a change in the status or approver.

1.7 (October 2024)

Pryme AI for AP Improvements

Purchase Document Log

A Purchase Document Log has been added to track changes in purchase documents, focusing on the approval status and the assigned user.

Reassign Approvers in the PowerApp

New functionality allows approvers to be reassigned for purchase invoices and credit memos directly from the PowerApp.

Handling of Rejected Status for Credit Memos

A Rejected status has been added for credit memos in the approval workflow. If a credit memo is rejected, its status will now be set to Rejected, similar to how the Open status functions, allowing for further processing or resubmission.

Fixes and Minor Adjustments

  • #124 Fixed formatting issues in text and number alignment.
  • #165 Restored the standard job queue for receiving OCR documents temporarily.
  • #166 Added approval workflows for credit memos.
  • #166 Fully supported the Rejected status for credit memos in approval workflows.
  • #167 Prevented re-adding of the standard status field during customization.
  • #168 Added new API pages for Document Attachment, User, and User Setup, and edited existing APIs to improve design.
  • #169 Deprecated unused code related to the old rejected status logic.

1.6 (September 2024)

Pryme AI for AP Improvements

New API Page for Users

A new API page was created for accessing user information via external systems.

Rejected Status for Purchase and Sales Documents

A Rejected status was added to both Purchase and Sales documents. This status will work the approval workflow when a document is rejected, allowing the document to be resubmitted for approval after necessary changes.

Direct Editing in “Text-to-Account Mapping” Page

It is now possible to directly edit the Default Debit Account for Non-Item Lines and Default Credit Account for Non-Item Lines fields in the “Text-to-Account Mapping” page, eliminating the need to navigate to the “Purchases & Payables Setup” page.

Fixes and Minor Adjustments

  • #126 Added APIs for Power Apps integration
  • #134 Added new API page for users
  • #144 Fixed error when copying companies
  • #147 Enabled direct editing of default accounts in “Text-to-Account Mapping”
  • #149 Added a new ‘Rejected’ status for Purchase and Sales documents with corresponding workflows

1.5 (August 2024)

Pryme AI for AP Improvements

Vendor Card Menu Enhancements

The “Mapping Text to Account” and “Item References” options have been moved to the Home tab on the Vendor Card and Vendor List pages, improving accessibility.

Fixes and Minor Adjustments

  • #115 OCR Setup Duplication Prevention
  • #117 Email Template Updates for Assisted Setup
  • #118 Vendor Card Menu Enhancements

1.4 (July 2024)

Fixes and Minor Adjustments

  • #108 Approval Not Triggering Correctly for Purchase Documents in Total Mismatches
  • #109 Assisted Setup Password Not Saving Correctly
  • #43 Fill in of Service Settings

1.3 (June 2024)

Pryme AI for AP Improvements

Synchronization with Procys for Data Exchange Definitions and Data Exchange Types

To improve the OCR service, the installation process now includes automatic synchronization of data exchange definitions and types with Procys. This automation ensures the necessary schemas are downloaded and integrated during setup.

Create New Vendor from Incoming Document Details

This new feature simplifies invoice processing. If incoming documents contain vendor details not found in the current vendor list, users can now create or select a vendor directly from the document. Users can also use existing vendor templates for quick setup.

PDF Viewer on Additional Pages

The PDF viewer is now available on additional pages such as Purchase Credit Memo (both list and document views), General Ledger Entries, and Vendor Ledger Entries. The viewer is visible only if an incoming document is attached, keeping the interface clean.

New Stack Icons in Role Centers

New stack icons have been added to the role centers for Accountants and Accounts Payable Coordinators. These icons provide quick access to various document statuses, including invoices to approve, failed incoming documents, new incoming documents, and purchase documents pending approval or rejection.

Registration Check for Pryme AI for AP

A new feature prompts users to complete app registration before starting the Pryme AI for AP Assisted Setup to ensures all necessary prerequisites are met.

Onboarding Wizard for Pryme AI for AP

A new onboarding wizard guides users through the setup and configuration of Pryme AI for AP. The goal of the wizard is to ensure the correct configuration and setup to process documents through OCR.

Synchronization with Procys for Data Exchange Definitions and Data Exchange Types

To improve the OCR service, the installation process now includes automatic synchronization of data exchange definitions and types with Procys. This ensures the necessary schemas are downloaded and integrated during setup.

Fixes and Minor Adjustments

  • #74 Sales Invoice Error in Pryme AI for AP
  • #77 Remove Set URLs to Default Menu Option
  • #78 Factbox Reserved Space Issue
  • #66 Remove Incoming Documents Details Factbox for Invoices Without Attached Documents
  • #94 Error Verification for Mismatched Totals on Incoming Document Approval
  • #3 Handle Auto Upload of Data Exchange Definitions
  • #91 Vendor Names Shown Incorrectly
  • #56 Fix Job Queue 881
  • #54 Purchase Invoice with Non-PDF Document Attached Corrupts PDF Viewer
  • #43 Fill in Service Settings