Mobile Notifications We’ll send a push notification when your document is ready for review after upload and extraction! No need to stay in the app or constantly check your phone, you can also turn this off anytime under Profile > Notifications.
Create and Update Categories in QuickBooks Users can now create and update categories in SmartDocs, and these changes will be automatically synced to QuickBooks.
Entity Wizard Between releases, we've worked behind the scenes to improve the Entity Wizard feature:
Users can now return to the Entity Wizard during entity set-up.
Once a connection has been established, users are able to return to the Entity Wizard if needed.
Receipt and Invoice Enhancements We are pleased to announce the improvements made to make receipt and Invoice document processing easier than ever.
Added tax rate for categories - Users can now select the tax rate and apply it when reviewing the document.
Improved the warning message logic - after users update the tax, recalculate the net amount with the updated tax rate, and show or hide the warning message accordingly.
Display extracted Values - We only display the total net and tax values if they are extracted from the document. These values are no longer calculated if not present in the document.
Publishing blocked if validation fails - If validation fails when posting a transaction to Xero (e.g., due to a missing bank account), users will not be able to click 'Publish to Xero'.
Contacts - Addresses We now prioritise the contact's selected country when searching for addresses, ensuring the most relevant results are prompted for you to use.
Contacts - Financial Details Users can now select a currency for suppliers and customers based on the specific needs of each contact.
Contacts - Phone and Address We now prepopulate the default phone format based on the entity's country. Additionally, the Country of Contact Address will be default to the Country selected in Entity.
Documents - Fixed an issue relating to the handling of exporting huge documents.
Documents - Validate Split File Size and Prompt user if the document exceeds 20 MB.