New Features

1. Documents - Data from Rental Property Statements (monthly and annual statements) can now be extracted and published to Xero, creating a “receive money” transaction with the source document attached in Xero.
   
   
   
   
2. Bank Statements - Transactions are now being auto-categorised into categories imported from Xero (chart of accounts) or added to SmartDocs 360.
   
   

3. Bank Statements - New CSV formats that provide transaction categorisation export are now available. Users can import precoded CSV bank statements into Xero or use them to assist in identifying potential tax deductions when preparing tax returns.

   
   

Errors Corrected

1. Bank Statements - The issue with mismatched data types in the BSB and bank account number fields causing errors on save has now been resolved.