✨ New Features

Organize Your Other Documents with new Statuses

We know that not every document you upload needs immediate bookkeeping action. Files, such as contracts or notices, are often required for later use but may clutter your active view. To solve this, we’ve added a new “Archived” status for the Other Documents. You can now archive any document to move it out of your active view while keeping it safely stored for later access. We also added an “Exported” status, so you can see which documents have already been downloaded.

Easily Trace Invoices Back to Their Original File

When you upload a single PDF containing multiple invoices, the system automatically splits them into individual entries. However, it was challenging to identify which original bulk file a specific split invoice came from. We’ve made this easier by adding information about the parent document to each split invoice. Now, you can quickly see and navigate back to the original source file, providing a clear audit trail and making verification effortless.

🛠️ Bug Fixes

• Fixed an issue where automation rules for specific suppliers would sometimes fail to apply, ensuring your data is categorised correctly and consistently without manual intervention.
• We’ve added a smart validation check that prevents you from exporting a purchase bill with a sales-only category. This proactive check enhances accounting accuracy and prevents export errors before they occur.