Pryme AP Automation Release Notes

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2.1 (January 2025)

Application Updates

Add Approval Logic to the Simplified Pages

Approval logic has been added to the simplified Purchase Invoice page and the simplified Purchase Credit Memo page. Users can now approve, reject, or delegate both headers and lines directly on these pages, aligning them with the existing functionality in the standard pages. Learn more about the invoice page.

Simplified Approval Page for Purchase Credit Memos

A simplified Purchase Credit Memo approval page has been added. It displays only the essential fields required for approvals and includes a larger PDF preview for better document visibility. Learn more about the credit memo page.

Fixes and Minor Adjustments

  • #274 Fixed an error that occurred when adding purchase lines for unsupported document types.
  • #259 Updated Assisted Setup titles and descriptions to consistently use “Pryme AP Automation.”
  • #269 Updated all references from “AI for AP” to “AP Automation” across the application.
  • #278 Fixed validation issues causing duplicate workflows in the Workflow and Workflow Templates pages.
  • #297 Resolved permissions issues in the Purchase Document Log PAYME table by adding scoped permissions.

2.0.2 Hotfix (January 2025)

Fixes and Minor Adjustments

  • #274 Fixed an error that occurred when adding purchase lines for unsupported document types.

2.0.1 Hotfix (January 2025)

Fixes and Minor Adjustments

  • #267 Fixed status validation error during posting, allowing modifications to purchase lines even when their status is not open or rejected.
  • #271 Fixed an issue with the approver chain for purchase lines where approval entries were not being created.
  • #272 Fixed line status logging to ensure accurate recording of status changes in the purchase document log.
  • #273 Added a Project Manager field to the purchase header for project manager-based approvals.

2.0 (December 2024)

Application Updates

Purchase Line Approval Logic

Approval logic for individual purchase lines in documents has been introduced. This allows users to approve, reject, or delegate lines independently of the document header, providing greater flexibility in workflows and better control over approvals. Learn more.

Simplified Purchase Invoice Approval Page

The simplified approval page for purchase invoices now shows only the essential fields, with a larger PDF preview for better document review. Learn more.

Fixes and Minor Adjustments

  • #232 Addressed currency code validation issues when creating new vendors to prevent errors during document creation.
  • #176 Improved workflow logic for purchase line approvals, ensuring seamless status updates and event handling.
  • #245 Enhanced functionality in the simplified invoice approval page for user-friendly approvals.
  • #226 Updated purchase document logs to record changes to purchase lines, including status updates and approvers.

1.9 (December 2024)

New Features and Improvements

Bank Detail Validation Enhancements

  • The SWIFT Code has been added to the bank detail validation process. It is now verified alongside other bank details to ensure consistency and accuracy.
  • New toggles have been added in the Pryme AP Automation Setup page. These toggles allow users to control the default values for fields related to bank detail validation in the Vendor Card, providing greater customization for validation defaults based on specific needs.
  • Additionally, new toggles have been added under the Invoicing group in the Vendor Card. These toggles enable users to control which fields should be included in the bank detail validation process, offering more control over the validation criteria.

App Name Change

  • The name of the app has changed from Pryme AI for AP to Pryme AP Automation. This new name better reflects the expanded capabilities and scope of the application.

Fixes and Minor Adjustments

  • #227 Fraud protection (Bank details check BIC/SWIFT).
  • #205 Change app name to Pryme AP Automation.
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1.8.1 Hotfix (November 2024)

Fixes and Minor Adjustments

  • #195 Added a toggle to control IBAN validation when validating bank details, allowing users to enable or disable this feature as needed.

1.8 (November 2024)

New Features and Improvements

Fraud Protection with Bank details Validation

  • Added functionality to verify that the Bank details (Bank Account No., Bank Branch No. and IBAN) in incoming documents match any existing Vendor Bank Account card. If the details do not match, the document is flagged for review to prevent possible fraud. Learn more.

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