Tax rates are now automatically assigned when creating new default categories in SmartDocs 360.
Categories linked to Xero will automatically sync into SmartDocs 360 with their Xero tax rates, meaning you will not need to recreate these categories in SmartDocs 360.
Improvements
- How to Create an Entity - In this release, we’ve enhanced the user experience within the Entity Creation Wizard, making it easier and more efficient to set up new entities in SmartDocs 360.
Errors Fixed
Fixed issue where bank statement line items could be saved without entering a date.
Fixed an issue where the date picker would not work when an exchange rate had been applied.
Fixed an error with publishing Rental statements to Xero with manual journals.
Fixed an error with the confirmation number in the Broker CSV export file.
Fixed error when exporting bank Statements where the bank account number has a / special Character.