This article describes the new features and other improvements in the July 2021 update of the Zetadocs Expenses service.

Changes in this update

Feature enhancements

Support for Business Central 18 on-premises systems

We have updated the Extension for Business Central to support Business Central 18 on-premises systems.

Additional upgrade steps

Extension for Business Central

Customers using the extension with a Business Central public cloud system should update this from Microsoft AppSource.  Updates are typically published on AppSource within ten working days of release for systems using the current version of Business Central.  Updates for older versions of Business Central may also be available, depending on the Microsoft support and update policy at the time of release.  You can check whether the update is available for your system by comparing the AppSource version number with the version number listed above.

Customers using the extension with a Business Central on-premises system can download the extension from the Equisys software updates page, as part of the Zetadocs Expenses Connector download package.

To upgrade from an older version of the extension please contact your Business Central reseller, or contact Equisys for further assistance if required.

This release is compatible with previous versions of the Extension for Business Central.

NAV Server Components

There is no update to the NAV Server Components with this release.

This release is compatible with previous versions of the NAV Server Components (versions 3.3.18178 and later).

Reporting Template

There is no update to the PowerBI Reporting Template with this release.

Mobile apps

There is no update to the mobile apps with this release.

Known issues with released features

Single sign on when email address is different to Microsoft account

When you sign in to the client using a Microsoft work or school account, the sign in process uses your Microsoft account name to determine your Zetadocs Expenses account.  However the admin site currently uses the primary email address instead.

For most companies the Microsoft account and primary email address are the same.  However if your Microsoft account is not the same as your primary email address then you will not currently be able to use single sign on with the admin site.  Instead your account should be configured to use dual sign in (Microsoft account or Zetadocs account), and you should use your Zetadocs account username and password to sign in to the admin site.

We will update the admin site to support this scenario in the next release.

Column numbers in custom transaction file formats

When configuring the custom import format for a transaction file which does not include a header line, each field is identified by specifying the column number rather than a header value.

With the current software column numbers count from 0 for the left hand column, rather than counting from 1 as you might expect. 

We will correct this issue in the next release.

Unable to access administrator account after changing settings

On systems which have single sign-on enabled, if an administrator edits the settings for their own user account, then the sign in method will be changed to require them to sign in using a Microsoft account.  If they were previously using a Zetadocs account (username and password) to sign in then they will be unable to sign in to their account with the admin site or client.

To avoid the issue, use a different account when changing user settings for an administrator.  If a user account has been blocked you can restore access by using another administrator account to change the sign in method, or by contacting Equisys.

We will correct this issue in the next release.