Background export, extract additional supplier or payment method info and bug fixes

Experience a faster and more efficient Receipt Bot with improved data extraction and streamlined processing. This update introduces background document exports and aligns VAT/GST status with your accounting software. Additionally, Receipt Bot can extract extra details, such as the VAT number, from your supplier bills.

New Features Available

Indication of New Supplier/Customer

Problem: It was challenging to spot newly added contacts. Identifying new contacts is useful to ensure that they are not duplicated.
Feature: The Purchase/Sale Details page displays a “New” label for newly added contacts.

Extract Additional Payment Method Info

Feature: Receipt Bot now extracts additional payment method details—including bank address, bank phone number, account holder’s name, phone number, and address— from your bank or card statements .
The feature can be enabled from the Extraction Rules page.
Once enabled, the system will extract the above details and show them on the bank statement details page.

Extract Additional Contact Info

Feature: Receipt Bot now extracts additional contact information from your bills, receipts and sale invoices. This can include the following: VAT/GST Number, address, postal code, country, phone, email, IBAN, bank account number, sort code, and bank name.
The feature can be enabled from the Extraction Rules page.

Notification of Deleted Documents

Problem: You uploaded documents that were sometimes moved to the Recycle Bin, and it was difficult to review whether the system correctly deleted them.
Feature: Receipt Bot now notifies you when documents are deleted from your uploads. Account owners can also enable notifications to monitor uploads and deletions for their clients.

Background Document Export

Problem: Exporting documents used to require you to remain on the page until completion, disrupting the workflow.
Feature: Documents are now exported in the background. You can queue exports, navigate away, and receive in-app notifications upon completion or failure.

VAT/GST Status Alignment

Problem: Earlier, the system did not correctly pick up the VAT/GST statuses, thus extracting and exporting the VAT amounts to your accounting software.
Feature: Receipt Bot now imports the VAT/GST registration status with your accounting software, ensuring consistency in the VAT amount extraction.

Custom Column Positioning

Feature: You can change the positioning of columns, and the system will remember your preferred column positioning, providing a consistent and personalized interface.

Bug Fixes

  • Resolved display issues where duplicated categories, VAT rates, or inventory items appeared.
  • Resolved the Excel export issue to enable the download of a single file for multiple payment methods.
  • Resolved duplicate transaction recording for bank statements.
  • Resolved performance delays when navigating to a business or client from the practice management dashboard.
  • Resolved error handling for password-protected PDF uploads.
  • Resolved issues with adding negative values for discounts/part-exchanges in unit prices, ensuring proper export to accounting software.