New Features
- A new getting started guide will now be displayed to guide new users on navigating around SmartDocs 360.
Improvements
- Bank Statements: The Financial institution's name will now display after the statement has been processed.
- Date Picker: The user Experience of the date picker has been improved.
- Documents: Documents not supported by an AI model will now display as 'Other'.
- Documents: The search documents algorithm has been improved based on user feedback.
- Documents: The documents list now shows the last modified date under the "Updated" column.
- Email Documents: The Copy entity email has been added to the Entity Selector toolbar.
- Invoices: Where the entity is connected with Xero, SmartDocs 360 will calculate the tax amount for line items based on Xero’s account tax rate.
Errors Corrected
- Removed unused fields when saving changes to bank statements to avoid errors