Sage Paperless Construction Version 6.2 Release Notescdn.na.sage.com/Docs/en/customer/300cre/open/SagePaperlessConst… · Overview Thank you for your requests and feedback on Sage

Sage Paperless Construction

Release Notes

Version 6.2

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Last updated: 6/28/2017

Overview ................................................................................................... 1

New Features ............................................................................................ 1

Web Connectivity ...................................................................................................................................... 1

Web Connectivity Setup ........................................................................................................................... 1

WEB SECURITY GROUPS ..................................................................................... 1

WEB USERS ............................................................................................................ 2

CLOUD SYNC .......................................................................................................... 2

Paperless eCapture .................................................................................................................................. 2

Paperless eForms .................................................................................................................................... 2

Paperless ePortal ..................................................................................................................................... 3

APFlow Accrual Module ........................................................................................................................... 3

APFlow – Sage 300 SM and PO Module Integration ............................................................................... 3

New Microsoft Office Add Ins ................................................................................................................... 3

Additional New Features .......................................................................................................................... 4

Administration ........................................................................................................... 4

Alerts ........................................................................................................................ 4

APFlow™ General.................................................................................................... 4

APFlow™ Sage 100 Contractor ............................................................................... 4

APFlow™ Sage 300 CRE ........................................................................................ 4

APFlow Check Review ............................................................................................. 5

CD Plus .................................................................................................................... 5

DocRoute™ .............................................................................................................. 5

Index Types .............................................................................................................. 5

Reports ..................................................................................................................... 5

Scanning .................................................................................................................. 5

Toolbars ................................................................................................................... 5

Widgets .................................................................................................................... 6

Resolved Issues ....................................................................................... 6

APFlow - General ..................................................................................................... 6

APFlow Administration ............................................................................................. 6

APFlow Check Review ............................................................................................. 7

APFlow Credit Card Import ...................................................................................... 7

APFlow Invoice Manager ......................................................................................... 7

APFlow pReview ...................................................................................................... 7

APFlow Routing Rules ............................................................................................. 8

APFlow Sage 100 Contractor ................................................................................... 8

APFlow Sage 300 CRE ............................................................................................ 8

Document Backfills ................................................................................................... 9

Doc Route ................................................................................................................ 9

Indexer ..................................................................................................................... 9

Job Polling Service ................................................................................................... 9

Queues ................................................................................................................... 10

Reports ................................................................................................................... 10

Search .................................................................................................................... 10

Updating Your Sage Paperless System ................................................ 11

Overview Thank you for your requests and feedback on Sage Paperless Construction. We are excited to announce

the release of version 6.2, which will provide multiple new features and will allow for you to be more

productive.

New Features

Web Connectivity

Version 6.2 is the official version that connects your on-premise Sage Paperless Construction server to

the cloud! With our new web services, lists from your Sage 100 Contractor or Sage 300 CRE system (i.e.

vendors, jobs, employees, etc.) can be published to the cloud and accessed from our new Paperless

eCapture and Paperless eForms apps. The web services also allow the web apps to send data and

documents back to your SPC system from various smart phones and tablets from “out in the field”. Stay

tuned for educational webinars on our first new apps Paperless eCapture and Paperless eForms.

Web Connectivity is performed by a new service that runs on your current Sage Paperless server.

Administrators will see a new tab on the Server Dashboard labeled WEB SERVICE. Setup the service on

your server the same as the App Service and Poll service. (Note: Requires an active Paperless eCapture

or eForms subscription.)

Web Connectivity Setup

Once the proper licenses are purchased and the Web Service is installed, web components will appear

on the SPC toolbar.

WEB SECURITY GROUPS

Security for web users is separated from on-premise users security. Security starts with the vault

security groups. You will see a new tab, located on the vault properties dialog box, labeled

Web Security Groups. These security groups manage the document types that can be accessed

through the web the same way that your normal SPC security groups determine what documents

direct users have access to.

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WEB USERS

Just as security groups are separate from on-premise security groups, so are users. Under the users

button, a new Web Users menu item will appear. Web users are setup using their email address as

their login ID's.

CLOUD SYNC

On the Administration toolbar, a new Cloud Sync button will appear. This button opens the Cloud

Sync Manager screen which allows system administrators to manage the various lists that are

published to the cloud from your Sage 100 Contractor or Sage 300 CRE system.

Paperless eCapture

Use your smartphone as the ultimate scanner. Capture job photos, credit card receipts, AP receiving

documents or even AP Invoices by using the camera on your smartphone. Take pictures, add relevant

information and submit directly to your SPC system from anywhere in the world! (Note: Requires Sage

Paperless Construction Premium package.)

Paperless eForms

Replace your stacks of paper forms by publishing your forms to users in the field with Sage Paperless

eForms. With an easy to use management website, configure and publish any form to tablets in the field.

Capture data and photos directly from the field and submit them instantly to your SPC server for instant

storage and/or routing. Map your forms to SPC document types and index values. Web services allow

users in the field to have full lookup lists of jobs, equipment, vendors, employees, etc., straight from your

Sage 100 Contractor or Sage 300 CRE databases. Users can route between themselves, for

collaboration, before submitting back to your SPC server. (Note: Requires Sage Paperless Construction

Premium package.)

Capture the following:

• Published items (Job #'s, Vendors, etc.)

• Text

• Dates

• Time

• GPS locations

• Signatures

• Photos

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Paperless ePortal

Access Sage Paperless Construction documents and workflows on the web. Sage Paperless ePortal is a

web based portal that allows web users to login and interact with Sage Paperless documents and

workflows from an internet browser. Customers may subscribe to various modules that will be added to

the portal over time.

• ePortal – Invoices Module that allows web users to approve invoices routed through the

APFlow module directly on the web.

• ePortal – Documents System administrators can publish documents stored on premise in their

Sage Paperless Construction system directly to the web. Publish employee payroll check stubs

and W-2’s, client job progress photos, or any other document type for instant access by web

users.

APFlow Accrual Module

A new AP Accrual module has been added to the APFlow workflow module. Supervisors can now see all

expense and job-related invoice lines that are outstanding at the end of the month in an easy to use grid.

Default coding can be applied and end of the month accrual and reversal entries can be exported to the

Sage 100 Contractor and Sage 300 CRE AP modules making end of the month accrual entries a breeze.

APFlow – Sage 300 SM and PO Module Integration

Sage Paperless Construction version 6.2 is now fully integrated with the Sage 300 CRE Service

Management and Purchase Order module. APFlow processors can now enter invoice lines against PO’s

that originated in both the PO and SM modules. When the invoices are exported, invoice information is

updated in the PO and SM modules, so there is no more double keying of information.

New Microsoft Office Add Ins

New add in modules have been published which enables users to add a Sage Paperless tab to their

Microsoft Word or Microsoft Excel products. On this tab users can index, route, push to queue, check in

and check out the document they are working on outside of Sage Paperless. No more dragging and

dropping MS Word or Excel files to the SPC desktop to store it.

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Additional New Features

Administration

• A new "Reactivate Documents" button has been added to the Administration Tab. When

documents are "deleted" in the system, they are not erased until they are purged using the

Document Purge system. System administrators can now "reactivate" deleted documents that

have not been purged.

Alerts

• New alert options have been added to the alert Sage Paperless alert system to:

o inform users when a batch gets assigned to them.

o inform users when something gets added to a queue of their choosing.

o Inform users when documents of a certain document type are indexed.

APFlow™ General

• Added APFlow Reviewer approval limits feature. AP Supervisors can set an approval limit for

each reviewer and set which reviewer and sequence is automatically added to the invoice route if

an invoice exceeds the approval limit.

• Added color coding to reviewer status lines to APFlow work in process grid and invoice manager

reviewer dialog.

• Invoice Vendor History screen now includes non-exported invoice and links to the associated

document for each invoice.

• Added feature to force invoices to automatically route to another configurable reviewer when the

current reviewer's approval limit has been met.

• An additional APFlow Reviewer permission has been added which enables Supervisors to

disallow a reviewer to reroute invoices.

APFlow™ Sage 100 Contractor

• Added functionality to the Check Review module to unmark an invoice for payment.

APFlow™ Sage 300 CRE

• Added the description underneath the Department field when using the GL Breakout advanced

option on an Expense line.

• Added ability to include Property folders to filter invoices by property when using the pReview

system.

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APFlow Check Review

• Added functionality to Check Review to be able to filter the list by vendor and amount.

APFlow – Credit Card Importing

• Added functionality to the Credit Card Import to search for matching credit card receipts and

transfer any coding already populated on the receipt to the matching invoice line.

CD Plus

• Added the ability to include document notes in a CD Plus distribution

DocRoute™

• The Document Routing and Quick Route buttons have been moved from the Distribute tab to a

new DocRoute tab on the main toolbar.

• A new Manage DocRoute button has been added to allow Administrators manage routing rules,

proxy users and routing groups.

• • Document routing rules have been changed to allow more than one document type to apply to a

routing rule. Administrators can now setup routing rules for an entire process and include all of

the document types that are involved in that process.

• • Added functionality to highlight routes that are past due in RED on the Doc Routing screen.

• Added the ability to include dynamic index variables into the route’s default notes.

Index Types

• Added "Display As Currency" option for numeric index types to automatically format as currency

values on Search, Index, Mass Index, and Document Info (Indexes Tab) dialogs.

Reports

• Added additional options for exporting to the Export buttons on the Reports screen. Users can

now export reports to Excel, PDF, Word, RTF, and CSV formats.

Scanning

• Added ability to scan files to the pVault main window through the scan to file wizard

Toolbars

• Added ability for users to discard changed ribbon color settings when trying out different themes in the ribbon configuration dialog.

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• A new "View in Native Program" button has been added to the Utilities Tab. Click this button to open the currently viewed document in the external default viewer for that file type. (i.e MS Excel, Adobe Acrobat, etc.).

• The Change Password button on the Home tab has been changed to User Properties. Individual users can change their password and number for text messages on this screen.

• Added a Reassign Users option to the Administration -> Users dropdown menu. This option can be used by administrators to reassign items assigned to a particular user (batches, routing rules, etc.). Mainly used when a user has left the company and their routed items need to be assigned to another user.

Widgets

• Added widget to allow users to view counts and amounts for invoice that have been in pending

status for a configurable number of days for both themselves and any users they proxy.

Resolved Issues

APFlow - General

• Fixed Issue in AP Flow where reviewers were still listed in the AP Flow side bar for deleted

invoice lines.

• Fixed issue where changing the status of a line on the APFlow work in process sidebar and then

cancelling that change would result in the change still being applied.

• For the vendor history screen, added a splitter to resize the grids and added GL Account to detail

records.

• Fixed issue where users could no longer see line notes on an invoice once that invoice had been

exported because the line notes button was disabled for exported invoices.

• Added logic to check the status of a job when selecting a subcontract.

• Fixed issue where "NOT LIKE" rules would not fire correctly.

• Fixed issue where users would get a "no row at position 0" error if they had "Current Processor"

configured on a routing rules that fired.

• Fixed issue where refreshing work in process tree view would not remember which nodes where

previously expanded.

• Fixed issue where on hold invoices were not displaying with red font color on APFlow work in

process tree view.

APFlow Administration

• Fixed issue where switching bridge information on the vault administration dialog does not save

your changes unless you select 'None" first, then save, then enter your changes and save again.

All information should now save when entered.

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• Modified the Vault and User Administration screens to indicate if a user does not have access to

a vault when setting APFlow rights.

• Fixed issue where users would get error when clicking the "Receive Notifications" column header.

APFlow Check Review

• Fixed issue where Check Review grid heights did not remember user's last settings.

• Fixed issue where vendor selection would not happen in sequential order after sorting.

• Fixed issue where batch ID when pulling EFT transactions was not being properly validated.

• Fixed issue where users would get error when entering non-numeric check number values in

check review

APFlow Credit Card Import

• Corrected issue where Credit Card defaults were not always imported for some coding fields.

• Fixed issue where if the credit card importer ran into too many errors the OK button on the error

dialog would appear off the screen.

APFlow Invoice Manager

• Fixed issue where "Entry Date" field was not populating in Invoice Manager.

• Fixed issue where setting an advanced filter in invoice manager that contains a single quote

would cause an error.

• Fixed issue where users could not delete invoices that were in the reset for edit category of

invoice manager.

APFlow pReview

• Fixed issue where pReview invoice grid and tree node counts would not refresh when approving

from the invoice entry form after clicking "Edit Invoice."

• Improved memory performance when selecting invoices in the main pReview grid.

• Fixed issue where Posted Invoices on Hold count would always show zero even if invoices were

in this status.

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APFlow Routing Rules

• Fixed issue with invoice routing where reviewers added by a previously assigned routing rule

group were unable to be removed.

• Changed invoice routing screen so that the list of rules resizes with the window instead of the rule

description and recipients. This way users can enlarge the screen to see more configured rules.

• Fixed issue where accounting system routing rules would fire even if an exclusive rule for that

vault was applied.

• Fixed issue where invoice routing rules using document class would not fire.

• Fixed issue where new routing rules were not copying over when using the copy vault

functionality.

APFlow Sage 100 Contractor

• Fixed issue with negative PO invoices not closing out the purchase order upon posting.

• Corrected potential rounding issue on invoices with Workers Comp deductions.

• Added validation to ensure that descriptions at the Invoice Line level were not blank.

• Fixed issue where selecting "Screen Defaults" tab before setting document categories would

result in an error.

• Fixed issue where Job Number was not showing up in Invoice Manager in Sage 100 bridged

vaults.

• Fixed issue where entering non-numeric check number ranges in check review would cause an

error.

• Corrected issue where description on invoice is overwritten by description from purchase order.

APFlow Sage 300 CRE

• Added logic to evaluate the Job costing based on the Equipment Cost Code selected.

• Resolved issues with the Invalid GL Period Reviewer Warning not firing at time of approval by the

reviewer.

• Resolved issues where changing the PO line number failed to update the job number correctly.

• Fixed issue where users would get an error when trying to change line type to "Commitment"

when using the change line type button.

• Fixed issue where changing a vendor on an existing invoice with subcontract lines, it would fail to

warn the subcontract is not valid for that vendor if the subcontract was still in the in-memory

cache.

• Fixed issue where users could not perform an auto lookup by typing the first time the commitment

lookup is shown when selecting a commitment line type in invoice entry.

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• Fixed issue where Invoice Details button on Document Info form did nothing when running from

Sage 300 Attachment Sync viewer.

• Fixed issue where entering an alpha character in the retainage field would cause an invalid string

format error.

• Resolved error in handling a tax group with no tax rate defined.

• Resolved issue where Invalid GL Period Warning check was checking if current period only and

reporting all past periods as closed.

• Resolved issue where adding a PO line with taxes was setting the net pay as the amount minus

the tax instead of plus tax.

• Added closed Job warning for Subcontract lines.

Document Backfills

• Fixed issue where backfilled values on index form didn't always group together at the top of the

form.

Doc Route

• Fixed issue where sorting DocRoute items by newest and adding a filter count would sometimes

not restrict the number of items to the configured count.

• Fixed issue where adding a document to a route binder directly after selecting a new route node

(inbox, sent, etc.) would cause an object reference error.

• Fixed issue where users could view and index a document belonging to another vault than you

are currently in when in the DocRoute module.

Indexer

• Fixed issue where users would get a hard error when attempting to save a document with no

indexes entered on the index form. Users now get a message detailing the corrective actions they

can take which also allows them to continue in the program.

• Fixed issue where indexing a duplicate document from a queue with "warn if duplicate" option

turned on would lead to an infinite indexing loop.

• Fixed issue where TAB key does not jump to the next line after entering the session default

column.

Job Polling Service

• Fixed issue where a null value for a user's email address would cause the queue notification job

to fail when attempting to send notifications to that user.

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Queues

• Fixed memory leak in push to queue dialog.

• Fixed issue where users could not assign web users when creating a new user queue.

Reports

• Fixed issue where invoice detail report would always show two pages even if the data only

spanned a single page.

Search

• Fixed issue where private user categories were showing up in the selection list when creating

new browser template nodes.

• Fixed issue where users using a different time culture (Australia, Canada) and inputting dates in

advanced search would get a parsing error.

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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

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5. Click the Deployment tab

6. Click the Live Update tab if it is not already chosen. 7. The Available Version label shows the latest pVault version available to you.

Available Version

Current Version

Click Stop Button

Live Update Tab Version

Deploy Button

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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.

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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

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15. When your clients log back into Sage Paperless, the client software will update automatically.

Click Start button