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New Document Type - Trial Balance:
We now support Trial Balance documents, enabling seamless entity transfers and balance conversions to Xero. Simply upload your trial balance and choose to:-
- Export as CSV to import charts or balances in Xero.
- Export as CSV to use with the Xero Conversion Toolbox.
- Post manual journal directly to Xero when connected to Xero.
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Publish Council Rate to Xero as Invoice
You can now process council rates documents in SmartDocs and seamlessly publish them to Xero as a payment.
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Export to CSV/Excel for any document types
We now support exporting extracted information for all file types in CSV or Excel format, allowing you to seamlessly incorporate the data into your worksheets.
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Expanded document management capabilities with additional columns and the ability to customise the document view. Users can now choose which columns to display, allowing more information to be viewed directly from the document screen.
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Added validation for bank balances to ensure accuracy. A warning message now appears under the Closing Balance field if the Open Balance, plus deposits, minus withdrawals, does not equal the Closing Balance. This helps users identify and correct discrepancies promptly.
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Introducing a sleek, compact navigation bar for a more modern and user-friendly interface. Icons are now accompanied by titles below them, offering a clean and organised design. The navigation bar is fixed in place for consistent accessibility, with the collapse arrow removed.
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We have added the SmartDocs email address and download links for the SmartDocs app to the File Upload widget. Users can now access the SmartDocs email for document uploads and download the app directly from the App Store or Google Play.
- Resolved an issue where the document list required a page refresh to update after saving document details. The list now updates automatically, ensuring a smoother user experience.