1. Exchange Rate and Foreign Currency
For Invoices and Receipts, Smart Docs 360 now supports the exchange rate when the currency used on the document differs from the entity's base currency. Currently, it's displayed only when the base currency is different or changed manually, with further automatic conversion improvements planned for the next release.
1. Improved Tax Rate Search
You can now search for tax rates using the percentage value as well as the tax rate name. This makes it faster and easier to find the correct rate without needing to remember the exact name.
2. Auto-Update Tax Rate on Category Change
SmartDocs now supports automatic tax rate updates when changing the Category field of an invoice or receipt during the review process.
How it works
- If a default tax rate has been set for a category in your SmartDocs settings, that rate will automatically apply when the category is selected or changed.
- The Tax and Total fields will update accordingly.
3. Auto-Generated Line Items for Invoices and Receipts
Smartdocs 360 now supports invoices and receipts without line items by automatically generating a single line item based on the total amount. These documents can now be published directly to Xero.
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Fixed an error causing documents to be exported with invalid Dates
We resolved an error that occurred when the year extracted from documents was larger than expected.