April 2025 Release

Dear Valued Client,

The DataServ platform will be unavailable on Sunday, April 13^th, 2025, from 8:00 a.m. to 12:00 p.m. CT. During this time, we will deploy the 2025.04 release, which includes product updates, security improvements, and system maintenance.

RELEASE 2025.04

Product Updates: 

• Security Enhancements. As part of our ongoing commitment to data security, DataServ periodically performs third-party security assessments of our application. Security threats continue to evolve and therefore our preventative measures also need to evolve. This release includes enhancements to strengthen system safeguards and improve overall application security.

• Payment Request Enhancements:

  • Attachment Validation for Payment Requests. For clients who require supporting documentation, Payment Requests can now be configured to ensure at least one attachment is present before submission. This helps maintain compliance with internal approval processes.

  • Duplicate Detection for Payment Requests. Clients can now enable duplicate checking for Payment Requests using fields like Vendor, Invoice Number, and Invoice Date. This helps prevent accidental duplicate submissions and aligns with existing invoice validation processes.

  • Payment Request Due Dates Based on Payment Terms. A new option is available to calculate Payment Request due dates using vendor payment terms and invoice date, just like invoice documents. This enhances consistency and ensures accurate due date handling across document types.

  • More Flexible Invoice Numbering for Payment Requests. We updated Payment Request invoice number logic to better align with client-specific formats and remove previous length limitations. This allows for more daily Payment Requests and improves consistency across financial workflows.

  • If you are interested in using the Payment Request feature, please reach out to your Client Success Account Manager (CSAM) for more information.

  • See our help documentation for more information regarding Payment Requests.

• User Management Routing & Approval Updates:

  • Improved Manual Routing for Inactive Users. We’ve improved how users are handled in manual routing by removing those who are deleted, deactivated, or not in the Approval Matrix. Clients who prefer to allow routing to users outside the matrix can now opt out of this validation.

  • Clearer Handling of Deleted Users in Approval Matrix. Entries in the Approval Matrix now display “DELETED – <userid>” when a user has been removed, ensuring clearer tracking and preventing confusion from “UNKNOWN USER” labels.

  • See our help documentation for more information regarding Delete User and Approval Matrix

Bug Fixes:

• Resolved Duplicate Tile Issue. We fixed a bug that caused extra dashboard tiles to be created automatically, which sometimes prevented users from viewing or adding tiles. This update ensures a smoother, more stable dashboard experience.

• Improved Exchange Rate Accuracy. For clients using their own exchange rates, we now use the current system date, rather than the invoice date, when selecting the appropriate rate. This ensures more consistent and predictable conversion behavior during document processing.

• Improved Search Screen Export Stability. We updated how the “Select All” button works on the search page to prevent memory issues and improve performance. This change ensures faster, more reliable document exports—especially with large result sets.

• Improved Payment Request Navigation. Payment Requests now automatically open even when multiple documents are returned by a search. This streamlines user workflows and eliminates unnecessary navigation steps after creating a Payment Request.

Click Here for the 2025 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,