You can upload supplier invoices directly into SmartDocs 360 to automatically extract key data—including supplier name, invoice number, amounts, and now even payment details (BSB and Account Number).
How to Upload an Invoice
You can upload Invoices to SmartDocs 360 in two ways:
Upload via Documents Screen
| Navigate to Documents in SmartDocs 360. | |
| Click Upload Documents |
Upload via Email
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- Send your bank statements to the designated SmartDocs email.
Step 2: Review and Edit Data
Once uploaded, click on the uploaded Dividend statement to review the extracted data.
Once processed, SmartDocs 360 will automatically extract:
- Supplier Name
- Invoice Number
- Invoice Date
- Line Items (if available)
- BSB and Account Number (if present on the invoice)
Exporting Data:
- Click
and select a format:
- CSV (for general use)
- Excel (for manual adjustments)
Additional Features:
| Sort by Columns: Click column headers to reorder transactions. | |
| Manually Add Line Items: Click a button to insert new transactions. | |
| Show/Hide Column Filters: Toggle visibility of filtering options. | |
| Adjust Density: Change text size for better readability. | |
| 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 | |
| Automatic update of tax rate: The tax rate automatically updates when changing the Category field of an invoice or receipt during the review process. | |
| Currency: If the document or receipt uses a different currency to the entity’s base currency, you can change it. The system automatically applies the RBA exchange rate (based on the payment date), shows converted amounts during data entry, and displays column totals for both original and converted amounts. |
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FAQs
Can I publish an invoice without line items to Xero?
Yes, SmartDocs 360 will automatically create a single line item using the total.