Webdocs Invoice Manager

April 2026

Version 2.5.0

April 15, 2026

 
New Features
New Analytics Features

• A new dashboard for displaying PO invoices approved automatically by the system vs approved by manual processing.

• A new report, showing invoices per route to the reporting dashboard.

• A new dashboard management page for the Analytics interface.

• Round all amounts to the nearest whole number.

• Dashboard and Drill Down customization in accordance with the customer's business logic.

• User-friendly positions for dashboards on the Analytics page.

• Allow hiding specific dashboards on the Analytics page.

• Users can select a time interval in the Export dialog.

• Users can select a time interval in the Drill Down page.

• Customizable columns on the Drill Down page.

 

New Template Modification Features

• Create a new Template

• Delete a Template if no related Forms exist.

• Add/Edit/Delete the Form Fields relating to a Template.

• Add/Edit/Delete the Events for a template.

• Add/Edit/Delete the Statuses related to a Template.

• Add/Delete the queries related to fields in the Template.

• Moved WebdocsKeyMap to Templates section as subtab.

• Moved WebdocsKeyMap to Templates section as subtab.

 
Other New Features

• Adds more logs to FormMatch, FormExport and FormImport tables.

• Added test connection button to database connections.

• Improved Template Schematas by making it possible to apply different sql functions to argument values.

 

Enhancements

• Improved form error handling and messaging by providing specific instructions to the user about what fields and errors need to be

handled.

• Subset archive folders in automation to allow for easier traversal on disk.

• Added the ability to change the Field Map type using a dropdown of choices from the template Schematas.

• Allow drop-down lists queries to be case-insensitive.

• Updated the templates detail tab design to match system design.

• Updates templates routing tab design to match system design.

• Updates templates key mapping tab to match system design.

• Added the ability to limit the selection's total results to the drop-down list queries.

• Added column name validation to the "Group By" column name in the schema details.

• Allow for invoice data to be saved from WIM in webdocs according to a specific format.

• Added the ability to reuse an existing email template and add a new one if necessary.

• Updated default installation of PO/NonPO template for automatic assignment of DefaultFolderID, DefaultDocumentTypeID,

NotesGroupsID, AttachmentFolderID, AttachmentDocumentTypeID.

 

Fixes

• Fixed issue where auto-complete dropdowns tied to database lookups would clear the value if user clicked in and out and did not type a

value.

• Fixed issue preventing the matcher tracking from logging correctly.

• Updated libraries to address open security vulnerabilities.

• Fixed issue where an inactive session does not properly redirect user to login page after timeout dialog appears.

October 2025

Version 2.4.1

October 16, 2025

Enhancements

  • Optimized SafeForm procedure to minimize potential transaction deadlocks on larger busy systems.

  • Added 3 new database indexes to optimize the data matcher, form importer, and form notifier background tasks.

  • Added databases indexes for FormFieldValues to upgrade process in installer for older systems.

Fixes

  • Fixed issue where route recovery tool could not properly save workflow instance ID back to table.

  • Fixed issue where line items may not retain their original sort when saving form changes.

  • Fixed issue where notes field may not clear on save, which could result in duplicate notes on subsequent saves.

Version 2.4.0

October 1, 2025

New Features

  • Added support for multiple POs per Invoice.

  • Added custom user column widths that are automatically saved between sessions on the inbox.

  • Added user page, sort and filter to search results that are saved between navigation of inboxes.

  • Users will see options related to the user's role in the ‘admin’ menu.

  • Added line item PO Field matching to default Data Matcher configuration that ships with product for VAI customers.

Enhancements

  • Optimized the Line Items component to support faster load times and larger lists of items.

  • Optimized form save, dramatically reducing time spent waiting for forms to close.

  • Optimized lookup process for Line Items so dropdowns load faster.

  • Optimized data updates for Form Fields to improve performance.

  • Increased the Schema Connections length to 256.

  • Created global error handling in UI to provide more informative errors to users.

  • Improved dashboard export functionality.

  • Improved the "Export Process" in the installer for PO/Non-PO.

  • Reduced overall invoice loading and editing time.

Fixes

  • Trim License Code Entry.

  • Displays forms in the inbox even when all fields are set to hidden.

  • Fixed issues on Template Routes tab, so user can without any error add/edit/delete routes.

  • Added default setting for field type to FormImporter's line items component.

March 2025

Version 2.3.1

March 11, 2025

Enhancements

  • Improvements with APIs between WIM and Webdocs Windows for Workflow.

Fixes

  • Minor Template Details Page Fixes: Query Type drop down list, Connection Name Column.

  • Corrected page navigation after save of Template Schemata Details.

December 2024

Version: 2.3.0

December 19, 2024

New Features
  • New Analytics dashboard Features:
    • Approved but not Exported dashboard.
    • Drill down to details.
    • Forms by Status report.
  • New Product License Entry UI and Email Option.
  • New Settings UI.
  • New Webdocs Key Map UI.
  • New Form Template UI.
  • New Install Guide.
  • New Administrator Guide.
  • New User Guide.
  • Added auto close to Form Save confirmation dialog.
  • Added loading icons for slow line-item actions.
  • Added MAPICS integration scripts.
  • Added S2k Discounts and Misc Charge component.
  • Added line-item override feature to default configuration.
  • Added the ability to customize email templates.
  • Added tracking to data matcher at the form level.
  • Optimized Adding Notes function.
Fixes
  • Fixed several security vulnerabilities.
  • Fixed issue with column resizing on inboxes.
  • Fixed issue where some password fields not displayed as masked on screen.
  • Fixed issue where forms would undo a checkout as admin when in read only mode.
  • Fixed issue with trademark icon.
  • Fixed several deadlock issues with routing.
  • Fixed several issues with checkboxes.
  • Fixed issue where changes could be lost if there was an error adding a note.

March 2024

Version: 2.2.0

March 05, 2024

New Features
  • New Forms Administration UI.
  • Added SFTP Export Option.
  • Added Task Detail Friendly Name.
  • Added Process Setting Descriptions.
  • Automatically redirect to requested page after login.
  • New Route Expiration automation module.
  • Clear route ownership on form close.
  • Consolidate Alert/Confirm dialogs.
Fixes
  • Fixed issue where a Line-item could disappear after changing the PO Number.
  • Fixed issue where user could open same form in multiple tabs.
  • Fixed several security vulnerabilities.
  • Fixed deadlock issue in routing.

December 2023

Version: 2.1.1

December 11, 2023

New Features

  • Added Tariff field to default templates.

  • Added tracking of Export Date and Backfilled.

Fixes

  • Fixed issue with Tax field hidden by default.

  • Fixed issue with Grand Total Calculations.

November 2023

Version: 2.1.0

November 06, 2023

New Features

  • New Analytics Dashboard.

  • Completely redesigned service for performance.

  • New Installer.

  • Route Recovery Tool.

Fixes

  • Fixed issue on settings page causing save to fail.

April 2023

Version: 2.0.4

April 10, 2023

Fixes

  • Fixed issue with Notes component.

  • Fixed issue with Schemas.

May 2022

Version: 2.0.3

May 22, 2022

New Features

  • New Duplicate Check control.

  • New Union Clause operator.

  • New Select-id Control.

  • New calculation process.

  • New move document to folder action.

  • New File Upload/Attachment control.

  • New Bulk Auto Load control.

Enhancements

  • Improved layout for smaller screens.

  • Improved Notes component.

    Optimized the Schema Handling for drop downs.

July 2022

Version: 2.0.0

July 07, 2022

Enhancements

  • Improved Field Validation for Number controls.

  • Default line-item component to require at least 1 row.

  • Improved Pdf viewer component.

  • Separated the PO/Non-PO templates for ease of configuration and customization.

  • Upgrade to Angular 13 for performance.

  • Upgrade to .NET 6.0 for performance and security.

  • Simplified build process to reduce shipping size and increase performance.

Fixes

  • Fixed various issues with line-item components

November 2021

Version: 1.0.0

November 01, 2021

New Features

  • Added pagination to forms search in monitor functions.

  • Added new operator options to forms search in monitor functions.

Fixes

  • Fixed issue where line-item data is not deleting child elements completely.

  • Fix for log files rolling too quickly.

 

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