1. Supported Documents - Dividend Statements
We're excited to announce that SmartDocs 360 now supports Dividend Statements! This new feature allows users to automatically extract key information such as the number of shares, net payments, franking credits, and payment dates directly from PDF documents.
2. Invoices - SmartDocs 360 now supports automatic extraction of payment details from supplier invoices.
When you upload an invoice, SmartDocs 360 will:
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Detect and extract the BSB and Account Number
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Automatically pre-fill these details into new supplier profiles
3. Publish Rental Property Statements as Xero Manual Journals
In addition to publishing rental property statements as Xero bank transactions, users can now also publish them as Manual Journals, offering greater flexibility in how rental income and expenses are recorded.
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Add/Update Contacts in the Document Editor.
Contacts can now be added or updated from directly within the document editor, making data entry faster and more seamless.
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Date Fields can now be instantly cleared with a single click.
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Export Selected Data from Documents.
When a PDF contains multiple business documents, such as combined bank statement or invoices, clients can now choose what data is exported.
Leaving the toggle off means only the current model's data is exported, while enabling the toggle exports data from the whole document at once.
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Extract Total Figures from Documents when no other data is found.
SmartDocs 360 will now create a single line item containing the Total value when analysing documents when no other data is available.
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Fixed an issue when entering a Contact's Website.
We resolved an issue that prevented a contact's website from being saved. -
Fixed a Syncing to Xero issue.
We resolved an issue where toggling the "Sync this category to Xero" switch would revert unsaved changes. -
Moved the chat pop-up to the left-hand side.
Based on your feedback, when you start a Chat, we have moved the chat pop-up to the left-hand side. Preventing the pop-up screen from blocking important features.