Kofax ReadSoft Collector 6.5.0 Fix Pack 26

Issues resolved

Features added

261599: Additional XML tables

Collector supports additional XML tables for the Faktura_Tax XML profile that includes additional descriptions, attachments, bank account numbers, corrected invoice data, goods lot number, load, order, other information, partial payment, payment terms, and warehouse document number.

257022: Additional tax amount rows

With the addition of two new tax amount rows, Collector now supports five different "tax base amount" and "tax amount" for the Faktura_Tax XML profile.

255105: ISDOC support

Collector supports the ISDOC file format with a new XML profile added to support it.

Feature added

249026: Field order preference

The field order in the invoice fields for XML invoices can be changed as per preference.

Features added

229996: Amount summary table

Similar to the XML invoice, only one amount summary table is now created. In previous versions, the amount summary table was created twice with identical values.

232784: Order of buyer and supplier fields

A new XMLInvoiceFieldOrderConfiguration.xml is added to the GlobalPath folder for XML invoices to change the order of fields in the Buyer and Supplier sections as per preference.

Note:

• The order of fields in the Buyer and Supplier sections is as per the order set in the XML profile.

• In the absence of any XML profile, the default field order is considered.

• The first XML profile is considered if there are duplicate profiles with the same name.

Feature added

226837: New flag for new OFD format

A new flag, OFDTypeID, is added under a new section [OFD2.0] in collector.ini to specify the identifiers for the new format of OFD.

Flag value:

OFDTypeID = eInvoice,root (default)

Note: Irrespective of flag values in collector.ini, empty string("") will always be considered to determine the new OFD type.

Issue resolved

223432: Images were downloaded from the email, even though the "Do not download images referenced in the email body" option was selected.

Feature added

164736: OFD file format support

Collector supports the OFD file format.

Note: Collector only supports one page and one line-item extraction for the OFD file format.

Issues resolved

166996: The field order was changed in the "Supplier" and "Buyer" sections of the newly created PDF for POL XML invoices.

165392: The field label name "Tax code" was changed to "Supplier Tax Reg No" in the autogenerated XML invoice image.

163944: A single image from the PDF was used for all the XML files, even though each XML file had a distinct image in its respective PDF.

161844: The content of one field overlapped with the content of the other field in the newly created PDF from an email.

159284: The product version for Collector is now reflected in the Manager module and the Control Panel (this works only with 6.1.0.8, 6.2.0.3, and later versions).

Features added

161356: Upgrade from Azure Active Directory Authentication Library (ADAL) to Microsoft Authentication Library (MSAL)

You can upgrade from Azure Active Directory Authentication Library (ADAL) to Microsoft Authentication Library (MSAL) while using EWS with OAuth.

A new flag, UseMSALContextInEWS, is added to the [General] section in collector.ini. You can use this flag to choose ADAL or MSAL.

Flag values:

• 0 = ADAL is used.
• 1 (default) = MSAL is used.

Note: After installing this fix pack, re-authenticate any services that use EWS with an OAuth input source; otherwise, set the flag value to 0.

150844: Value outside a LineItem part

Use a value outside the LineItem part for a column in the LineItem table.

Issues resolved

163025: The newly created invoice image for the updated XML field did not have any value.

161018: System decimal setting affected importing an XML file.

160752: Some PDF files generated error messages during interpretation.

Features added

The VAT table in the output PDF for XML invoices has been customized to match the KSEF portal.

123704: Invoice appendix creation

Regardless of whether the AllPagesAreInvoicePagesInterpret flag is enabled or disabled, the invoice appendix is created while processing the XML invoices.

122515: Process digitally signed emails

Office 365 and EWS with OAuth input sources bypass Microsoft security to process digitally signed emails.

122509: VAT table support

XML invoices support the VAT table.

117773: XML Maintenance run

The XML Maintenance can be run from the Command Prompt or scheduled in the Windows Task Scheduler to automatically start and stop.

112831: "CC" field of an email

While converting an email to PDF, the "CC" field of the email is included in the converted PDF.

112304: Date format support

Limilabs supports the following date format while processing emails from Gmail:

"Date: Tue, 31 Aug 2021 14:22:31 +0870"

112152: Windows Server 2022 support

ReadSoft Collector supports Windows Server 2022.

109143: ReadSoft Collector settings

The ReadSoft Collector settings can be exported into a .sxprof file. Also, the ReadSoft Collector settings saved in a .sxprof file can be imported into the application.

101104: Configure automatic notification emails

ReadSoft Collector can be configured to send automatic notification emails when an error occurs.

99273: Email attachments

While processing emails, only the email attachments can be saved skipping the other information in the email, such as logo, title, and signature.

Feature added

122362: Verification skip for digitally signed emails

Office 365 and EWS with OAuth input sources skip verification of email attachment names while processing digitally signed emails.

Issue resolved

122863: The field labels in the XML invoices PDF incorrectly displayed Polish special characters.

Feature added

112580: "CC" field of an email

While converting an email to PDF, the "CC" field of an email is included in the converted PDF.

Issues resolved

26430313, 16576, 113600: When attempting to reconnect to an Office365 input source, the remote server connection failed.

113573: The Office365 input source connection failed when TLS 1.2 protocol was used.

Feature added

112044: Emails with an invalid date format

Emails that contain an invalid date format are moved to the configured error folder.

Issue resolved

110580: The email processing failed if the P7M file attachments were not ignored while processing email using the EWS and EWS with OAuth input methods.

Features added

103857, 14808: ZUGFeRD version 2.1.1 support

ZUGFeRD version 2.1.1 standard is supported.

100569, 14775: Impersonation with OAuth support

Impersonation with OAuth is supported.

Features added

100986: New input source for OFD files

A new input source type, OFD Files, is added to process OFD files.

73111: Email attachments display

A complete list of email attachments is displayed in ReadSoft Collector whether or not they are supported by ReadSoft Collector.

72766: Attachment folder

The attachment folder can be set to a specific job in the Job configuration > Email settings tab. In earlier versions, the attachment folder was set at the global level in ReadSoft Collector General settings, which was common to all the jobs.

50534: Digitally signed emails

ReadSoft Invoices can process digitally signed emails. The "How to handle digitally signed emails" option is added in the "Email settings" tab in the "Job configuration" dialog box in ReadSoft Collector. Select this option to move emails to the error folder if the digital signature validation fails.

Issues resolved

107011, 104756: The emails were not processed when IMAP Limilabs and Gmail with OAuth input configurations were used.

106436: The PDF conversion was not successful using Collector and Import.

100659: The Hebrew characters in an email image were not similar to the characters in the actual email.

99441, 97266: The PDF was not processed when the OmniPage engine was used.

65147: In the XML Maintenance plug-in, the custom fields added from the XML Maintenance > Layouts tab were not copied when the XML invoice profiles or XML invoice definitions were exported.

Issues resolved

26255252, 14856, 104833: When Limilabs API was changed to support OAuth, the group mail address was not supported.

26234483, 102854, 14708: While processing an email using the EWS input source, if a faulty attachment was detected, incorrect attachments were moved to the error folder instead of the error attachment.

Issue resolved

26200718, 100314: An email remained in the Working folder and was not processed when the application was unable to retrieve the sender details.

Note: Due to the SDK changes made to Atalasoft, Kofax ReadSoft Collector 6.5.0.9 supports Kofax ReadSoft Invoices 6.0.3.4 or later.

Features added

26179093, 13194, 98635: Database name and username encryption

The database name and username in collector.ini can be encrypted.

New flags, UseEncryptedDB and EncryptedDatabase, are added to the [General] section in collector.ini.

26157426, 13041, 96515: ZURGFeRD file larger than 64 KB

A ZURGFeRD file larger than 64 KB can be processed.

26095307, 12721, 73025: ReadSoft Collector email folder

The ReadSoft Collector email folder can be added to the job description. A new option has been added to the "Email settings" tab to select the email folder.

Features added

26068897, 12506, 71259: Email order processing

It is now possible to process email in order when using EWS and Office365.

65863: It is now possible to connect to Gmail using OAuth with IMAP in Collector. Now, all the OAuth input sources such as Gmail, Office 365, and EWS are added in a separate list under source type OAuth.

Issue resolved

26138042, 94833, 12779: A newly created file name included part of the original file name if an extra dot was included.

Features added

63972: ReadSoft Collector maintenance

Previously, if ReadSoft Collector maintenance was not performed frequently, the size of the database potentially grew large enough to cause connection time or command timeout errors, and the sync operation would fail as a result. This has been redesigned and a "Run maintenance" button is added so that both sync and delete are performed with a single click.

58478: ZUGFeRD 2.0 XML standard support

Support is added for the ZUGFeRD 2.0 XML standard.

58477: XML.p7m format support

Support is added for invoices in XML.p7m format.

57108: XSLT 2.0 support

Support is added for XSLT 2.0.

54825: Database maintenance simplified

The database maintenance is simplified with a “Run maintenance” button.

53386: Microsoft Office 365 and EWS with Oauth configuration

It is now possible to configure Microsoft Office 365 and EWS with Oauth as input sources.

Issue resolved

64853: The image layout was not correct on the image created for XML invoices. Lines overlapped at the end of the page.

Changes in behavior

Previously, help files were installed separately in CHM format on each computer where Kofax ReadSoft Collector was installed, and context-sensitive help calls were done locally. The help is now located on an online Kofax documentation server to which context-sensitive help calls are directed when you click a help button or press F1 in the program. In this case, Internet access is necessary.

Note: Context-sensitive help is available when ReadSoft Collector 6.5.0.6 or later is installed with ReadSoft Invoices 6.0.3 or later.

Features added

58388: Connect Microsoft Cloud resources (Office 365)

To connect to Microsoft Cloud resources (Office 365), Microsoft Graph REST API can be used.

54550, 10362: Collector database maintenance

ReadSoft Collector database maintenance is simplified with the addition of the Run Maintenance option.

52564, 28387, 10108: Import XML invoices with custom values

A custom value can be added when importing XML invoices.

Issues resolved

63149, 10809: The PDF files were interpreted multiple times if a .eml file was included as an attachment in the same email.

57396, 10507: The latest XML definitions could not be selected during the import if there were more definitions than could fit on the current screen.

57379, 10492: Attachment folder information was not updated in the log.

55734, 10450: Only one of the multiple emails that had an attachment with the same name could be processed if SaveMailContentToFile=1.

55680, 10451: It took considerable time to show the supplier list in the XML mapper.

55635, 10445: Emails were processed out of order.

54562, 10330: The output dimensions for the PDF body in Collector were incorrect for a sample PDF.

Features added

51940: Document filter upgrade

The perceptive document filter is upgraded to version 11.4.0.2822.

49322, 9670: Value outside lineitems

It is now possible to use a value outside lineitems as a condition to be able to extract them.

48591, 9551: XML invoice processing

It is now possible to process XML invoices even though they contain text/XML embedded as a file.

48335, 9512: XML invoice images

It is now possible to use different images for XML invoices depending on the situation (that is, embedded, from email, or newly created automatically).

46373: Finvoices 3.0 XML profile support

The Finvoices 3.0 XML profile is now supported.

45038: Supplier numbers

Supplier numbers are no longer duplicated when using SmartXML.

44759: TLS 1.2 support

TLS 1.2 is added as a SecurityProtocolType option for Exchange server communication in the [General] section of collector.ini.

41473: Email attachments separation

It is now possible to separate email attachments into multiple invoices if the invoices are separated by blank pages.

41284: Atalasoft for PDF creation

PDFSharp is replaced by Atalasoft for PDF creation.

41031: Microsoft SQL 2017 support

41031: Support is added for Microsoft SQL 2017.

39811: Child notes with a namespace

If a namespace is present, working with child notes is possible while using XSL.

28387: Block emails

Email from specific senders or entire domains can now be blocked.

Issues resolved

53248, 10169: Job name was not updated after rerouting an XML invoice to another profile.

50654, 9868: It was not possible to process digitally signed emails using EWS.

48234: Emails with broken PDFs are now moved to the error folder instead of causing Interpret to fail.

41931, 8740: In the XML maintenance plugin, XML invoices with "invoice object missing" status could not be deleted.

40473: It was not possible to filter fields in the XML Mapper.

29800, 8993: Changes to an XML definition in the XML mapper affected all XML invoices belonging to the parent XML profile.

Changes in behavior

The following flags are added to COLLECTOR.ini:

• SaveMailContentToFile and SaveMailContentFilePath in the [Settings] section.
• SecurityProtocolType in the [General] section.

Features added

48234: Emails with broken PDFs

Emails with broken PDFs are now moved to the error folder instead of causing Interpret to fail.

43458: Invoice page numbering

It is possible to have all the pages in an invoice be numbered using AllPagesAreInvoicePagesInterpret in connection with Kofax ReadSoft Collector.

42569: OAuth 2.0 protocol support

The OAuth 2.0 protocol is supported for Exchange Online Web Services.

Features added

40473: XML Mapper fields

Fields in the XML Mapper can be filtered.

39811: Namespace

If a namespace is present, working with child notes is possible while using XSL.

Issues resolved

43897, 43458, 8886: The AllPagesAreInvoicePagesInterpret setting was overridden in Kofax ReadSoft Collector.

41931, 8740: In the XML maintenance plugin, XML invoices with “invoice object missing” status could not be deleted.

29800, 8993: Changes to an XML definition in the XML mapper affected all XML invoices belonging to the parent XML profile.

Feature added

Kofax ReadSoft Invoices 6.0.1 is supported for use with Kofax ReadSoft Collector.