New Features
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Privacy Redact - You can now use the new Privacy redaction feature to redact the chosen fields from a document. This is particularly useful for removing sensitive details like addresses or identification numbers to ensure confidential information is protected.
Creating an Entity - SmartDocs 360 now automatically applies the default tax rates to categories for New Zealand and Singapore companies when setting up a new entity.
Improvements
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Documents - Added the option to remove extra, unused models from document extraction. Reprocessing a document will allow you to recover any deleted models.
- Documents - Invoices and receipts will no longer generate a separate line item for the total GST amount when it is provided as a separate line item in the document.
- Documents - Improved tabbing in the document model editor and pop-ups to easily navigate within fields.
Errors Fixed
- Documents - Resolved an issue where the file extension could be changed when renaming a document.
- Documents - Fixed the issue where large JPG images were not uploading and extracting to the correct format on upload.
- Xero Integration - Fixed an issue where Xero-integrated contacts were not auto-selected correctly if duplicate contacts existed in SmartDocs 360.