New REST API Endpoints

Validation API

New Validation API endpoints exist to validate the following:

• Bank Account ID

• Control Account / Invoice Number

• Control Account / Invoice Number / Organization

• Purchase Order Number

• Pay Stat Code

• Invoice Type Code / Payable or Receivable Code / Account

• Agreement Type Code

• Miscellaneous Income

• Bank Deposit Number

• Cash Account / Major / Minor

• Bank Cash Account

• Bank Deposit / Bank Account / Cash Transaction Date

• Bank Deposit Lock

• Business Associate

• Business Associate Address

• DOI Deck

• Currency

• Destination Organization

• Source Code

• Voucher Type

• Line Item (Account / Volume / Organization)

Refer to the swagger documentation (available on the P2 Store) for more information.

New REST API Endpoints

TempVoucher API

New endpoints have been added to the ensure the TempVoucher API has the same attributes as the TempInterfaceData API.

New endpoints have been added to support the Invoice Descriptions functionality in the TempVoucher API.

Refer to the swagger documentation (available on the P2 Store) for more information.

Report Criteria Usage

Find Report Criteria

The Find Report Criteria section of your home page now displays information regarding the last time the specified report criteria was generated.

Note: The Last Executed On column is populated on a go-forward basis; it will not be populated retroactively.

Specialized KPIs

Summarized Operations Trends

The Summarized Operations Trends report has been enhanced to display specialized KPIs in the Prior column.

Note: Only specialized KPIs that are not BOE/D or MCFE6/D will be calculated in the Prior column.

Invoice External Links

Detail Operations Spending with Business Associate Focus

Detail Capital Spending with Business Associate Focus

Transaction Details with Property Spending Focus

Transaction Details with Allocation Focus

Transaction Details with Billing Focus

Month End Analysis

Duplicate Invoice Analysis

Invoice Summary with Accounting Period Focus

Invoice Details with Accounting Period Focus

Invoice Summary with Joint Interest Focus

Invoice Summary with Aging Focus

Payment Details

Cash Requirements Summary

Payment Process Summary

Payment Process Error Summary

Wire Payment Summary

Payment Details with Property Spending Focus

Cash Forecast Summary with Invoice Focus

Technical enhancements have been made to support the retrieval of invoice documents from a repository using various invoice metadata.

Customer Statements

Customer Statements

A new Customer Statement is available under the Invoices & Payments menu > Invoices sub-menu.

Generate Bank Reconciliation

Issue: The Generate Bank Reconciliation process failed with “Unable to prepare the following file for a read operation.”

Resolution: The Generate Bank Reconciliation process will no longer fail with an error indicating the file cannot be prepared for a read operation.

Vendor Invoice Balance Inquiry

Issue: Some environments displayed value to three decimal places in the Vendor Invoice Balance Inquiry screen.

Resolution: The Vendor Invoice Balance Inquiry screen will display values to two decimal places.

Business Associates

Issue: When integration from Qbyte Financial to Qbyte CS Land or Qbyte Metrix was turned off and a new Business Associate was inserted using Qbyte Exchange with the LM BA and PM BA columns set to YES, the effective date was populated on the Business Associate in Qbyte Financial.

Resolution: When integration from Qbyte Financial to Qbyte CS Land or Qbyte Metrix is turned off and a new Business Associate is inserted using Qbyte Exchange with the LM BA and PM BA columns set to YES, on validation, Upload Status will error with Subsystem 75 is set to ‘Inactive', LM BA cannot be marked 'Y' and Subsystem 75 is set to 'Inactive', PM BA cannot be marked 'Y’.

Summarized Operations Trends

Issue: The Specialized KPIs, when exported to Excel, did not display to two decimal places. The Regular KPIs, in HTML and PDF mode, did not display to two decimal places.

Resolution: All KPIs will display to two decimal places in all output modes (HTML, PDF and Excel).

Summarized Capital Spending with Business Associate Focus

Issue: The Summarized Capital Spending with Business Associate Focus report produced an error when the Graph option was set to Include and the Group By option was set to Business Associate.

Resolution: The Summarized Capital Spending with Business Associate Focus report now completes successfully when the Graph option is set to Include and the Group By option is set to Business Associate.

Voucher Details

Voucher Coding Details

Issue: The Voucher Details and Voucher Coding Details reports errored out if the version of Qbyte Financial was 24.2 or greater but the version of Qbyte Optix was less than 24.2.

Resolution: The above-mentioned reports will now run to completion when the Qbyte Financial version is 24.2 or greater yet the Qbyte Optix version is less than 24.2.

Invoice Data Extract

Issue: The Invoice Data Extract failed if the Voucher ID from the Invoice Payments object was selected in the Data Extract Attributes.

Resolution: The Invoice Data Extract will now run to completion when the Voucher ID from the Invoice Payments object is selected in the Data Extract Attributes.

Business Associate Summary

Business Associate Details

Business Associate Audit Details

Issue: The Business Associate Summary, Business Associate Details and Business Associate Audit Details reports errored out if the version of Qbyte Financial was 24.2 or greater but the version of Qbyte Optix was less than 24.2.

Resolution: The above-mentioned reports will run to completion now when the Qbyte Financial version is 24.2 or greater yet the Qbyte Optix version is less than 24.2.

Cursor may lose focus when attempting to log into Qbyte Exchange

Issue: When logging into Qbyte Exchange, focus may be lost when entering the Server URL field.

Workaround options:

1. Copy the URL to be entered in the ‘Server URL’ field, then tab into the field and paste it. Focus will still be lost on the field, but the paste will remain and you are able to login.

2. Clear out all your saved URLs. Removing all the URL options from the dropdown will revert the ‘Server URL’ field to a simple textbox, and then you can add the URL field you are working in. Once you have entered a URL and logged in, subsequent logins will have the original issue and you will need to clear out the saved URL from the dropdown.

Unable to open output from the Process Monitor in Qbyte Financial when using Adobe Acrobat Extension for Chrome

Issue: Report output launched from the Process Monitor in PDF format will not open when using the Adobe Acrobat Extension for Chrome and will result in a Run Time Error.

Resolution: This issue is resolved by disabling the Adobe Acrobat Extension from Chrome.

How to Disable the Adobe Acrobat Reader Extension:

1. Select the three dots in the top-right corner of Chrome.

2. Choose More Tools > Extensions to see all the installed extensions.

3. Turn the toggle switch to OFF, found in the bottom-right corner.

4. Restart Chrome and the extension will now be disabled.

Note: The Adobe Acrobat Extension can be removed if desired.

Unable to Open Attachments saved as PDF Portfolio in Qbyte Financial.

Issue: The PDF viewer built into Chrome and Edge cannot support PDF Portfolio file types. Opening an attachment saved as PDF Portfolio brings up a link to download Adobe instead of the file contents.

Resolution: This issue is resolved by downloading the PDF Portfolio attachment and opening it up in an Adobe/PDF Reader application.

Voucher or Invoice Images (Mixed Content Downloads)

Issue: The Voucher or Invoice images are not displaying from the external imaging system when launched from a Qbyte Financial screen or a Qbyte Optix report. This occurs on Chrome version 88 (or later) and Edge version 85 (or later).

Resolution: As of Chrome version 88 and Edge version 85, mixed content downloads are no longer supported. Therefore, the URL setup for the Voucher and Invoice images in Qbyte Financial and Qbyte Optix must be downloaded over a secure HTTPS connection. Please refer to the following links for more information:

• Chrome: Google Online Security Blog: Protecting users from insecure downloads in Google Chrome (googleblog.com)

• Chrome: Blocking insecure downloads from secure (HTTPS) contexts - Chrome Platform Status (chromestatus.com)

• Edge: Microsoft Edge and mixed content downloads | Microsoft Docs

Please work with your imaging system provider to ensure the imaging links are secure and update your imaging setup in Qbyte Financial and Qbyte Optix accordingly.

Unable to Automatically Open PDF/Excel Downloads in Qbyte Optix

Issue: The pop-up box when choosing the Export to PDF or Export to Excel option in Qbyte Optix does not display the file opening prompt in the Microsoft Edge browser. Instead, the file is redirected to the Downloads menu, and the pop-up box appears blank. This issue started to appear on certain versions of the Microsoft Edge browser, for example, 93.0.961.52.

Resolution: Microsoft issued a fix for this problem. Ensure you update your Microsoft Edge browser to at least version 94.0.99238.

Unable to Open Attachments in Qbyte Financial using Microsoft Edge

Issue: Attachments of the Microsoft Office documents variety (Word, Excel, PowerPoint) do not open from Qbyte Financial when using the Microsoft Edge browser. This issue started to appear on certain versions of the Microsoft Edge browser, for example, 96.0.1054.29 and higher.

Resolution: This issue was resolved in the Qbyte Financial 22.1 release. If you are not on version 22.1 or greater of the Qbyte Financial application, you will need to disable the Open Office files in the browser setting on your Microsoft Edge browser. To do this, go to Settings > Downloads and change the setting to off:

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