New Features
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Documents - Ability to change Document Type and re-initiate data extraction based on the selected type.
Improvements
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Documents - Ability to add new lines to transactions/line items for various document types.
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Documents details - Users will now be alerted when leaving the page if there are unsaved changes.
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Document Details - The height of the transactions/line items table in the document details page is increased to allow viewing more rows for bank statements, property settlement statements, invoices and receipts.
Errors Corrected
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Bank statement details - DR/CR is removed from the balance when the transaction is edited.
- Property settlement statement - Property address under the Provider column in the Documents List changes to dash (-) when the document status is updated.
- Receipts - If “Total”, “Tax“, “Subtotal” are available, Net amount is incorrectly set to “Subtotal”