Overview
Once an entity has been selected, you will be automatically brought to the entity's documents screen.
This screen contains a list of all of the documents uploaded to the entity.
The documents screen contains the following features.
1. Upload Documents
By clicking the upload documents button, you can upload PDF files into SmartDocs to be analysed.
Documents can also be uploaded by sending the documents to the entity's SmartDocs email address.
2. The Search Bar
The search function has the ability to search both the content of documents and their file names. Searching by amounts need to be in text format e.g. $1,500.00. Use the filter button to filter transactions based on:
- Date uploaded
- Date updated
- Document status
Use the refresh button to reload the list of documents and update any changes made to the document status.
3. Document Types Filter
The Document Types filter can be used to refine the document list to only display the selected document types, including:
- Bank Statements
- Invoices
- Property Settlement Statements
- Receipts
- Rental Property Statements
- Utility Bills
- Other
4. Documents
In the documents list, you have the ability to review the data extracted from documents by clicking on the provider name.
The checkboxes on the left allow for multiple documents to be selected and deleted at once.
5. Document actions
Document Status allows you to mark a document as “Reviewed” or to move status back to “Awaiting Review”.
The button allows users to delete the document, view document information (including update date and uploaded by which user) and rename document. For Bank Statements, the export function is available.
6. Feedback, Help and My Profile
The Feedback button allows the user to provide feedback directly to the SmartDocs 360 product team.
The Help button lists different types of documents and how they can be integrated with Xero including the following:
As well as a link to the SmartDocs 360 Knowledge Centre.
The Profile button will take the user to their profile, displaying their name and email address.