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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
  • How to Upload Bank Statements and Extract Data Using SmartDocs 360
  • How to Upload, Extract, and Export Contract Notes in SmartDocs 360
  • How to use Privacy Redact
  • Rental Property Statements
  • Splitting Documents
  • The Tax Rates Screen
  • Uploading Invoices to SmartDocs 360
  • Uploading Trial Balances into SmartDocs 360
  • Xero Tracking Categories Integration
SmartDocs 360