The Entity Settings screen in SmartDocs360 allows you to configure how documents are handled and how invoice data is published to Xero for a specific entity. These settings help streamline your workflow by enabling automation and customisation options.
Navigation
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From the left-hand menu, click on Settings. |
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| In the sub-menu, select Entity Settings. |
Entity Settings Explained
Combine Excel Sheets
Enable this option to combine all document types into a single Excel file, with each type organised into its own separate sheet.
Combine Unknown Bank Statements
When turned on, SmartDocs360 will merge bank statements that have unknown BSB or account numbers into a single file.
Xero Invoice Default Status
Choose the default status that should be applied to invoices when publishing to Xero via SmartDocs360.
Dropdown Menu Options:
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Paid
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Awaiting Payment
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Awaiting Approval
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Draft
Note: You can still manually adjust the invoice status in Xero after publishing.
After updating your preferences, click to apply the changes.