1. We’ve added a new feature that allows users to export documents directly as an Excel file.
How it works:
- Navigate to the document you wish to export.
- Click the Export button.
- Select Excel as the export format.
- Download and save the file to your device.
See How to export a Bank statement to CSV or Excel for more information
2. We’ve introduced a new feature that allows users with the Account Owner role to view Entities Billed for any billing period.
How it works:
- Navigate to the Profile page.
- Under the Entities Usage section, you can view detailed information about your Entities Billed for any selected billing period.
This feature provides better visibility into billing details, helping you manage and track your account usage.
See How to View Entities Billed for more information
1. Documents: Supplier and Supplier ABN are now automatically extracted from Council rates
1. Documents: Improved tab sequencing for a smoother user experience when navigating through fields.
2. Documents: Fixed an export issue to ensure file names display correctly during downloads.
3. Documents: Added functionality to display information for oversized PDFs for better clarity.