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BCS Itera

Extensions for Microsoft Dynamics 365 Business Central

Extensions | What's new | User Guide

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Added events to make possible customer based dimensions logic on expense reports and documents.

Added possibility to choose different number series to expense document (when relationship with main number series exists).
Fixed issue when manually creating new expense document “Field No. cannot be empty”.
Fixed an issue where changing the Expense report/document number caused related attachments to “disappear” (the change did not reach the attachments table).

Added the ability to specify the VAT Bus. Posting Group value on the expense document.
- If left unspecified, then value will be taken from the vendor during posting (as before).
Minor technical improvements to the solution.

When importing individual expense documents from CostPocket, the control has been switched from date-based to status-based.
- If the expense document is successfully imported into BC, a status change request is sent to CostPocket, marking the document’s status as ‘Submitted’.

Added payment method automation
- On Expense Reports Setup thru action “Payment Method Mapping” it’s possible to get Payment Methods from CostPocket (inc. Credit cards) and map them to BC Payment method, so that when card statement is imported from CostPocket, then the payment method is automatically assigned to the expense document.
Added possibility to choose different number series to expense report (when relationship with main number series exists).

Fixed issue that prevented importing Expense Reports with daily allowance from CostPocket.

Improved preview of documents embedded in the solution (including large preview).
- In addition, you can now choose the format of the attachments received from CostPocket (either PDF or Image).
Added payment method support for expense documents.

Added the ability to cancel/correct from the button of the posted expense report and expense documents

The logic of posting for the expense report has been improved, so that if the Vendor card has a VAT business posting group filled in, it is used in posting.
- Previously, the “VAT business posting group” was always taken from the “Gen. Business Posting Groups” field “Def. VAT Bus. Posting Group” during posting
Minor technical additions

Made the solution compatible with BC22 version
Added logic when determining the daily allowance account, that dimensions are created for the expense report based on both the employee and the G/L account default dimensions
Fixed an error situation that occurred when manually creating an expense report (the system mistakenly went to look for the submitter of the expense report immediately)
UX enhancements

Added fields Country Code (visible) and Country Name (hidden by default) to Expense Report, in order to show country visited on travel report
Added field Daily allowance entry description (hidden by default) to Expense Report, in order to makedaily allowance G/L entry description editable to user
Fixed issue, that when changing amounts on expense document lines, then expense document amount on document header did not change immediately (user doesnt have to press F5 anymore)
Fixed issue, that when expense document had expense type specified but no vendor, then after adding vendor user had to manually remove and reenter cost type in order for the predetermined G/L account to activate

Fixed situation where it was not possible to add attachments to Expense reports/documents
Fixed error “The Workflow Event does not exist” that came when reports were imported from CostPocket

Fixed situation where it was possible to post expense report from expense report list without approving although approval workflow was enabled
Smaller bugfixes and UX improvements

Instead of fixed cost types now there are tree structured editable Expense types that can be synced with CostPocket
Now You can prepare Expense Report in BC and send it to CostPocket (for adding digitized documents)
Now You can take pictures of expense documents directly from BC
Integration between BC and CostPocket now works with status flags - when getting reports and also marking received reports
Now You can start creation of expense document directly from expense report
Better prefiltering of G/L account selection
Travel report fields (Start date and End date and Allowance) now appear only on reports with type Travel
Fixed situation when adding documents from report didn’t make connection between document line and report
Smaller UX imporvements