General

Settings

• How to Use the Entity Settings

Entities Screen

• How to Reactivate a Disabled Entity in Smartdocs 360
• How to Disable an Entity in Smartdocs 360

Documents

• Supported Document Types
• Bank Statements - Transaction Categorisation and Precoded CSV export
• How to Export a Bank Statement as a QIF file
• How to Export a Bank Statement as an ASCII file
• How to Reprocess a Document in BGL SmartDocs
• How to Upload and Process Dividend Statements in SmartDocs 360

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FAQ

• How to View Entities Billed
• Validation Error - You have reached the limit of invoices you can approve