Overview
As Bank Statements are supported document types for AI analysis in SmartDocs 360, Transactions are now being auto-categorised into categories imported from Xero (or added into SmartDocs 360).
Bank Statements - Ability to export transaction categorisation to the following new CSV formats. Users can import precoded CSV bank statements into Xero or use to assist in identifying potential tax deductions when preparing tax returns.
- Xero Precoded CSV
- SmartDocs Precoded CSV