14th February Release Items
OCR into Full Availability
Send attachment to Quickbooks Online
- Users can now elect to send the invoice attachment to QBO as a file. This will attach the file to the Invoice record in QBO. This setting can be activated from the Accountancy Software Settings.
Bug fixes & Improvements
- You can now download the document directly from Panel 3.
- You can now elect for categories/jobs/classes to not auto-populate at line level.
- Improvements to our multi-site ID feature - We will now fuzzy match the multi-site ID feature to ensure we are picking up the correct Identifier even if there are minor differences in the data extracted from the invoice and the data set against the multi-site ID.