SmartDocs 360 supports Dividend Statements, allowing you to automatically extract key financial information from PDF documents. This feature reduces manual entry and speeds up document processing.
SmartDocs will extract key fields such as:
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Number of shares
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Net amount
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Franking credit
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Payment date
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Company name
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Step 1: Uploading a Dividend Statement
You can upload Dividend Statements to SmartDocs 360 in two ways:
Upload via Documents Screen
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Navigate to Documents in SmartDocs 360. |
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| Click Upload Documents |
Upload via Email
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Send your bank statements to the designated SmartDocs email.
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Step 2: Review and Edit Data
Once uploaded, click on the uploaded Dividend statement to review the extracted data.
Once selected, the preview screen will display
- The left panel displays the original PDF.
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The right panel shows the extracted transactions.
Exporting Data:
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Click
and select a format:
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CSV (for general use)
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Excel (for manual adjustments)
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Additional Features:
| Reprocess Document: Allows users to update document details, such as revising the category list or adding new contacts. See How to Reprocess a Document in BGL SmartDocs |