Business Central 27
Release Version 27.1.1.0
Bug Fix - 17279
Replace Legacy Preview with the Modern Preivew
Description: The legacy preview has been fully replaced with our new modern preview. This decision was made to enhance both technical performance and user experience. The new preview, which was partially available in recent versions, is now the sole preview option. It introduces several new features and leverages a modern architecture for seamless integration, resulting in improved performance and speed.
Impact: Users will experience a more efficient and faster preview that operates entirely in the background, eliminating process blockages that previously occurred when switching between records, especially with large documents. This update ensures a smoother and more responsive user experience.
Created: March 16, 2026
Release Version 27.1.0.0
Bug Fix - 17198
Inbound List email import fails
Description: Fixed an issue where attempting to fetch emails or upload documents to the Inbound List for Assignment Type Email resulted in an error message stating "The record is not open."
Impact: Users can now successfully fetch emails from the configured Outlook account or upload EML/MSG files to the Inbound List without encountering errors, improving the reliability and functionality of the Document Inbound system.
Created: February 26, 2026
New Feature - 16447
AI-Based Intelligent Approval & Dynamic Review Engine
Introducing the AI-Based Intelligent Approval & Dynamic Review Engine for Document Inbound – Smart Processing! This innovative feature revolutionizes the document approval process by leveraging AI technology to enhance efficiency, accuracy, and transparency. By automating review decisions and dynamically assigning reviewers, this feature significantly reduces manual intervention, ensuring a seamless and optimized workflow.
How it works:
- 📊 AI-Driven Approval Rating: The system calculates an Approval Rating Score based on factors such as confidence, matching accuracy, historical approval patterns, and data consistency.
- ⚙️ Dynamic Rule Engine: Configured rules are evaluated to determine the necessity of a review. The engine dynamically assigns required reviewers using Add Reviewer and Replace Reviewer logic.
- 🔄 Automated Decision-Making: The system autonomously decides whether a document can be processed directly or requires review, eliminating manual decision-making.
- 🚀 Asynchronous Processing: Upon triggering the "Complete Processing" action, the draft is saved, and an asynchronous evaluation pipeline is executed for optimal performance.
- 🔍 Transparent Workflow: Every processing step is logged in a separate transparency layer, providing full traceability and insight into the document’s journey.
- 📈 Continuous Learning: The AI continuously learns from user interactions, refining scoring accuracy and improving reviewer suggestions over time.
- 📬 Communication & Notifications: Reviewers are prompted to leave comments when rejecting documents, facilitating corrections. Notifications are configurable, ensuring timely updates on status changes.
- 🗂️ Seamless Integration: The feature integrates smoothly with existing Business Central permission structures, maintaining consistency and compliance.
This enhancement ensures a fully automated, transparent, and performance-optimized approval process, prioritizing high-risk and high-value documents intelligently while providing a comprehensive audit trail for compliance and internal governance.
Created: March 5, 2026
New Feature - 14477
Grouping of Retrieved Email Documents
We are excited to introduce a significant enhancement to the Document Inbound process: Grouping of Retrieved Email Documents. This feature is designed to streamline the handling of email documents and attachments, providing better clarity and context within the inbound list. By logically grouping multiple entries originating from the same email, users will benefit from improved traceability, reduced confusion, and a more efficient workflow.
How it works
- 📧 Email Grouping with Package ID: Each email and its attachments are now linked with a unique Package ID, ensuring that all related documents are easily identifiable and grouped together.
- 🌳 Tree View Display: The inbound list now features a tree view, displaying emails at the top level and their attachments nested underneath. This visual representation makes it simple to see which documents are associated with each email.
- 🔄 Automatic and Manual Upload: Users can choose to upload MSG/EML files as packages, ensuring consistent grouping and organization of email documents.
- ⚙️ Configurable Package Handling: Options are available to manage how packages are handled within the inbound list, allowing for tailored document management and ensuring all related documents are displayed together.
- 📂 Seamless Integration with Document Central: The Package ID is utilized across both Document Inbound and Document Central, enabling users to reference and manage email documents consistently across platforms.
This enhancement not only improves the traceability of documents received via email but also simplifies the handling of grouped attachments and emails, ultimately enhancing the overall efficiency of document processing.
Created: March 5, 2026
New Feature - 16925
Smart Document Distributor: Optimizing Inbound Document Automation
Introducing the new Document Inbound - Document Distributor feature, designed to streamline and automate the distribution of inbound documents based on customizable rules. This enhancement aims to optimize your document processing workflow, ensuring that documents are efficiently and accurately routed to the appropriate inbound lists and companies. By integrating smart processing capabilities, users can now benefit from automated rule-based distribution, reducing manual intervention and improving overall productivity.
How it works
- 📄 Document Import Setup: Automatically transfer entries into a distribution list for further processing, ensuring seamless integration with your existing workflows.
- ⚙️ Distribution Rules and Session Handling: Implement and manage distribution rules that determine how and when documents should be routed. This includes robust session handling via job queues to manage parallel tasks efficiently.
- 🧠 Smart Processing Classification: Leverage advanced classification techniques connected directly to an analyzer for performance improvements and cost reduction. This ensures only relevant data is processed, eliminating unnecessary steps and optimizing resource usage.
- 👥 Inbound List User Assignment: Assign inbound documents to specific users, making them available in the user's role center for easy access and management. This feature lays the groundwork for future enhancements, such as automatic user assignment.
- 🛠️ Distributor List/Config and Actions (UI): A comprehensive setup page displaying all distribution entries with detailed information such as target, status, and more. Users can configure multiple setups, define rules, and perform actions like upload, configuration, and forced distribution directly from the user interface.
This feature is a significant step towards automating document distribution, enhancing efficiency, and providing a scalable solution for managing inbound documents.
Created: January 22, 2026
New Feature - 16845
Capture Improvement
We are excited to announce the release of Feature – Smart Processing - Capture Improvement, a significant enhancement designed to elevate your content understanding capabilities. This update transitions the content understanding service from its Preview phase to General Availability, ensuring a more robust and reliable experience for all users. By upgrading to this new version, you will benefit from improved accuracy and efficiency in processing and capturing data, enabling smarter and more streamlined workflows.
How it works
- 🚀 General Availability: The content understanding service is now fully available, moving out of the Preview phase to provide a stable and optimized experience.
- 🔄 Service Re-creation: To leverage the new version, you will need to recreate the service within your Azure environment. This ensures seamless integration and continued functionality.
- 📈 Enhanced Accuracy: The updated service offers improved data capture accuracy, reducing errors and enhancing the reliability of your content processing.
- ⚡ Optimized Performance: Experience faster processing times and more efficient workflows, allowing you to handle larger volumes of data with ease.
- 🌐 Seamless Integration: The new version integrates smoothly with existing systems, providing a consistent user experience across your applications.
This enhancement underscores our commitment to providing cutting-edge solutions that drive productivity and innovation. Upgrade now to take full advantage of the improved capabilities and ensure your operations remain at the forefront of technological advancements.
Created: December 18, 2025
Functional Upgrade - 17266
Smart Processing Add Regex Replacement in Template Rule
Description: Implemented a new feature allowing static value replacement using a regex field. This addition enables specific patterns to be replaced by static values. The configuration now includes a regex field, allowing formats in fields to be adjusted based on certain scenarios through defined rules.
Impact: This enhancement provides greater flexibility and precision in data formatting, allowing users to tailor field formats to specific scenarios. It improves the system's adaptability and efficiency in handling various data patterns, leading to more accurate and consistent data management.
Created: March 10, 2026
Functional Upgrade - 17141
Smart Processing Imrpove Matching Handling
Description: Enhanced the document matching process by allowing users to set tolerance levels for minor discrepancies, such as a 0.01 difference. Additionally, actions are now available to manage mismatches due to differing values, including the option to apply the value from the matched line to the incoming line. These improvements aim to streamline the matching process and reduce misunderstandings.
Impact: Users will experience a more efficient and user-friendly document matching process. The ability to set tolerance levels and manage mismatches with specific actions will minimize errors and enhance overall workflow, leading to a smoother and more intuitive experience.
Created: March 5, 2026
Functional Upgrade - 17132
Smart Processing Correct Capturing in Preview
Description: Introduced a new action within the factbox that allows Smart Processing users to correct misleading captured values by drawing a box around the correct value. This enhancement ensures the corrected value is used for subsequent documents from the same vendor or customer, streamlining the correction process and improving data accuracy.
Impact: This change significantly enhances user experience by simplifying the correction process, reducing the number of steps required for users who frequently use the tool. It improves data accuracy and consistency across documents, thereby increasing overall efficiency and reducing the likelihood of errors.
Created: February 23, 2026
Release Version 27.0.8.0
Bug Fix - 17130
TIFF file cannot be uploaded when conversion to pdf is enabled
Description: Resolved an issue in the Document Central Setup where assigning a TIFF file after a PDF file during document conversion (TIFF to PDF) resulted in an error. The system now correctly handles the assignment of TIFF files following PDF files.
Impact: Users can now successfully assign TIFF files after PDF files without encountering errors, improving the document conversion workflow and ensuring smoother operation within the Document Central Setup. This fix enhances the reliability and usability of the document management system.
Created: February 17, 2026
Release Version 27.0.7.0
Bug Fix - 16994
Recreate Metadata for RecordId is only working with language english
Description: Resolved an issue where the "Create Metadata From Related Record" setting did not function correctly when the user language was set to German. This fix ensures that the related record is now found as expected.
Impact: Users with their language set to German will now experience correct functionality when using the "Create Metadata From Related Record" setting, enhancing usability and ensuring consistency across different language settings.
Created: January 22, 2026
Bug Fix - 16976
Email Assigment Setup do not use mapping table filter to prevent wrong targets
Description: Fixed an issue with the inbound list setup where the mapping filter was not applied correctly, causing multiple documents to be displayed as targets instead of the intended single target. For example, both a sales invoice and a sales order were shown when only the sales invoice should have been the target. Additionally, a small improvement has been made to the inbound list.
Impact: This fix ensures that the inbound list correctly applies the mapping filter, displaying only the relevant document as the target. Users will now receive accurate target information, improving the overall efficiency and reliability of the system. The additional improvement enhances the usability of the inbound list.
Created: January 21, 2026
Release Version 27.0.6.0
Bug Fix - 16924
Documents cannot be processed ebcause no metadata was created
Description: A bug has been fixed where records in the Inbound List could not be processed if the related purchase invoice no longer existed. An option, "Create Metadata from Related Record", has been added to the Module Setup. When activated, the Inbound List will check for a related record, such as a posted purchase invoice, allowing metadata creation and processing to continue.
Impact: This change ensures that documents in the Inbound List can still be processed even if the original record no longer exists, improving the reliability and functionality of the system. Users will benefit from seamless processing without encountering errors related to missing metadata.
Created: January 13, 2026
Release Version 27.0.5.0
Bug Fix - 16858
Error at insert into Target Record while job queue run
Description: Fixed an issue where starting the Assignment Bot Job Queue resulted in an error indicating that record "1" was already in the table. This change ensures that the job queue starts and runs the assignment as expected.
Impact: Users will no longer encounter errors when starting the Assignment Bot Job Queue, leading to a smoother and more reliable operation. This resolves the issue of job queue interruptions and enhances overall system stability.
Created: December 19, 2025
Bug Fix - 16569
Canceling App Registration deletion still deletes the Registration
Description: Fixed a bug where canceling the deletion of an App Registration in Module Setup would still result in the App Registration being deleted. This change ensures that clicking "Cancel" will no longer delete the App Registration, maintaining expected behavior.
Impact: Users can now safely cancel the deletion of an App Registration without it being inadvertently removed, improving the reliability and user experience of the Module Setup process.
Created: December 15, 2025
Release Version 27.0.4.0
Functional Upgrade - 16752
Smart Processing - New Lookup Field Validation Options
Description: Improvements have been made to the lookup validations, ensuring only a unique match is returned instead of the previous find-first match. Additionally, users can now configure OR filters, allowing multiple fields to be marked as OR criteria, and if any criteria are met, a match is found. The configuration now includes an option to define which filter options should be applied in the lookup view.
Impact: These changes enhance the accuracy and flexibility of lookup validations, resolving previous issues with non-unique matches and providing users with more robust filtering options. This leads to a more efficient and user-friendly experience when working with lookups.
Created: December 4, 2025
Release Version 27.0.3.0
New Feature - 16582
Smart Processing Usability Changes and Improvements
Introducing our latest enhancements to the Document Inbound - Smart Processing feature, designed to significantly improve usability and efficiency. These updates aim to streamline your document processing workflows, enhance accuracy, and provide a more intuitive user experience. By leveraging advanced AI capabilities and user-centric improvements, we ensure that your document handling processes are smarter and more effective than ever.
How it works
- ✏️ Add/Remove Lines in Draft: Users can now effortlessly create or delete lines within the draft stage of Smart Processing, offering greater flexibility and control over document preparation.
- 💡 Smart G/L Account Suggestion: With minimal setup, our system now intelligently suggests General Ledger accounts based on configured rules. Each suggestion comes with a reasoning object, providing transparency and aiding user decision-making.
- 🔍 Select Current Record in Lookup Validation: When opening a lookup table, the system will now automatically select the current record. This eliminates the need to manually search for the desired entry, saving time and reducing errors.
- 📝 Enhanced Remarks UI: A new, more informative remarks interface has been developed using a custom JS control add-in. This allows for better visibility of actions and information directly within the remarks section, enhancing user interaction and data clarity.
- 🤖 Improved AI Functions: We’ve refined our AI model selection process to ensure higher quality and accuracy. By defining models at the product level and updating prompts, we deliver better results tailored to your needs.
- 🚫 Exclude Template Field from Document Creation: A new option allows certain template fields to be included in the draft process but excluded from the final document creation. This provides more precise control over document content.
- 📅 Calendar Week to Date Conversion: The system now accurately recognizes and converts calendar weeks to dates, regardless of whether the year is listed first or last, ensuring correct date interpretation.
- 📚 Learning System: Our new multi-layer learning system captures user adjustments and historical data to improve future processing. Users can configure templates to remember manual corrections, such as OCR errors, and apply historical learning rules to auto-fill fields based on past data.
These enhancements to Smart Processing are designed to make your document handling more efficient, accurate, and user-friendly. We are committed to continuous improvement and look forward to delivering even more value to your workflows.
Created: November 28, 2025
Release Version 27.0.2.0
Bug Fix - 16341
Domain Matching for vendors not working
Description: Resolved an issue where vendors and their related records were not visible in Document Central Link (DCL) when attempting to archive documents. This fix ensures that vendors and their associated records are now properly displayed in DCL, aligning with the expected behavior observed on the customer side.
Impact: Users can now successfully archive documents to Document Central for vendors, improving the consistency and reliability of the document archiving process. This enhances the overall user experience by ensuring both customer and vendor records are correctly handled in DCL.
Created: November 11, 2025
Bug Fix - 16350
Some pages are lost during the barcode return process
Description: Introduced the "Use Grayscale Threshold" option to enhance barcode detection by converting documents to black and white prior to scanning. This addresses the issue of poor contrast in certain documents leading to invalid barcode detection.
Impact: Improves barcode reading accuracy and performance, ensuring valid barcodes are detected more efficiently per page without altering the original documents.
Created: November 10, 2025
Release Version 27.0.1.0
Functional Upgrade - 15479
Add Preview to Change Barcode Dialog
Description: A new dialogue box with a preview feature has been created for the process of changing barcodes manually. This allows users to view the document in the preview, facilitating accurate barcode addition when automatic recognition fails.
Impact: This enhancement improves user experience by providing a visual confirmation of the document during manual barcode changes, reducing errors and increasing efficiency in this specific process.
Created: August 18, 2025
Bug Fix - 16286
Smart Processing Use Modern Search for Lookup Validation
Description: The lookup validation has been upgraded from the standard Business Central filter to the modern search feature, enhancing flexibility and accuracy. This change addresses issues where minor deviations, such as extra spaces or missing words, previously resulted in no search results.
Impact: Users will experience improved search results with the same input, even when minor deviations are present. This enhancement resolves prior issues and improves overall search functionality within the table.
Created: October 16, 2025
Bug Fix - 15749
Performance Improvements of the Inbound List
Description:
Changed the inbound documents page to remove the temporary table, optimizing the document processing workflow. This change addresses performance issues caused by multiple unnecessary function calls and modifications.
Impact:
Users will experience faster document processing and improved system performance, especially when handling large volumes of documents. This enhancement resolves previous inefficiencies and reduces the likelihood of performance-related issues.
Created: October 9, 2025
Bug Fix - 16200
Error message when opening the “Inbound Documents” with RecordId assignment
Description:
An issue has been fixed where the Inbound Documents list in the Document Inbound Role Center failed to load, displaying the error message 'Mapping Header' is not available. This issue occured when the source document was not existing anymore and prevented users from accessing or reviewing inbound entries.
Impact:
Users can now successfully open the Inbound Documents list and view all inbound entries without encountering error messages. This fix restores operational monitoring and ensures stable document handling, allowing for timely verification and resolution of failed entries.
Created: October 7, 2025
Bug Fix - 15906
Barcode Wizard Step Not Skipped for Email Assignment Type in Inbound List.
Description: The issue where the Barcode configuration step appears regardless of the chosen Assignment type has been resolved. Now, when selecting a type other than "Barcode", the Barcode configuration step will no longer be required, ensuring a smoother and more intuitive setup process.
Impact: This fix enhances the user experience by streamlining the setup process for Document Inbound Administrators, reducing unnecessary steps and potential confusion when configuring assignment types.
Created: September 19, 2025
Bug Fix - 15888
Barcode Creation on Sales Order Posting Fails Despite Configuration Activation
Description: Resolved an issue where enabling the "Activate Barcode Creation on Posting" option in the Barcode Configuration did not generate a barcode when posting a sales order. This fix ensures that the barcode is now correctly created upon posting, as expected.
Impact: Users can now reliably generate barcodes during the sales order posting process, enhancing workflow efficiency and accuracy. This resolves the previous issue where no barcode was created, ensuring smoother operations and data consistency.
Created: September 2, 2025
Bug Fix - 15889
Inbound Email Document Not Assigned Due to Missing 'From' Address
Description: Fixed a bug where the "From Email" address was missing when an email was fetched for a Document Inbound configuration. This issue occurred when configuring an Inbound List for Email and setting up an Import Configuration with Email. The "From Email" field remained empty, causing the document to stay in a "Status not Found."
Impact: This fix ensures that the "From Email" address is correctly populated when emails are fetched, allowing documents to be correctly assigned via email. Users will no longer encounter issues with documents remaining in an unresolved status due to missing email addresses, improving the efficiency and accuracy of email-based document processing.
Created: September 1, 2025
Bug Fix - 15842
UploadfileSilent uses ForcedSilentMetadataManagment as a default - Copy
Description: Resolved an issue where the Forced Silent Upload values were incorrectly filled when executing the UploadfileSilent functionality with ForcedSilentMetadataManagement set to false. This fix ensures that the metadata management behaves as expected, preventing unintended metadata values from being applied.
Impact: Users will experience correct behavior in metadata management during document uploads, ensuring that Forced Silent Upload values are not erroneously populated. This enhances the reliability of document handling and metadata accuracy, improving overall system performance and user experience.
Created: August 26, 2025