September 2024 Release

NOTE: This release was rolled back and not promoted

Dear Valued Client,

The DataServ platform will be unavailable Sunday, September 8^th, 2024, from 8:00 a.m. to 12:00 p.m. CST. During this time, we will deploy the 2024.09 release which includes product updates and security improvements as well as perform system maintenance.  

RELEASE 2024.09

Product Updates: 

• Default Coding has been enhanced to be applied to documents after the user modifies the Vendor or other relevant fields on the document. Prior to this enhancement Default Coding was only applied when the document was initially imported into DataServ; therefore it was not applied to documents that were classified as “Vendor Not Found” or if the vendor was changed later. This enhancement will apply the Default Coding logic after the user resolves the missing vendor.
  • How does this behave going forward?
    • 1. User edits a field that is part of the Default Coding matrix (E.g. Vendor).
    • 2. After the edited field loses focus the following checks will be performed:
      • If the user has access to perform coding AND the data from the current document is setup in the Default Coding matrix, then:
        • For documents not already coded, default coding will be automatically applied.
        • For documents that are already coded and the Default Coding matrix has different coding than what is currently on the document, DataServ will check if the status = “New” OR “Returned to AP” AND the document has not previously been approved. If both of these criteria are met, then the user will be asked if they would like to replace the existing coding with the default coding values.
    • See our help documentation for more information regarding Default Coding.

• Users can choose one of four Date Format options and one of two Time Format options in the Configuration menu. Selections made here will be applied to Search, Document Viewer, PDFs, CSV exports, User Management, Audit Log, and Mobile.
  • See our help documentation for more information regarding My Profile and User Date/Time Format.
• We’ve added additional language support for the Approval Matrix. Users will see the Approval Matrix translated into our supported languages.
  • See our help documentation for more information on our Supported Languages.
• Configuration has moved. As part of a quality of life update, users will now see Configuration as part of the main menu tabs. When users navigate to the Configuration settings, they will see more text and content by using the full width of their browser.
  • See our help documentation for more information regarding Configuration.

Bug Fixes:

• We fixed an issue with advanced filtering where the “greater-than” and “less-than” operators were returning incorrect invoices.
• We added internal monitoring to catch email notification failures and errors so that our team is notified and can take action on them so that users receive their emails as expected.

Click Here for the 2024 Release and Holiday Schedule, also available in our help portal.  

This communication is being sent to key operational contacts at your company. Please forward this email to other users within your organization as appropriate. If you would like to review our distribution list, please contact us, and we will be glad to help.  If you have any questions, please contact us, and we will answer.   

Support Contact Information: 

DataServ Support at 314.775.2850

clientsupport@dataserv.com  

Warm regards,