We've added some great new features and some design changes in AutoEntry in the Purchases/Bills and Sales inboxes.

  • Invoice number visible in the inboxes

  • New page layout for the invoice view

  • Better error notifications when viewing an invoice

  • Matched invoice notifications for supplier and vendor statement matching.

More details are below but here's also a quick video showing all the new updates:

Invoice/Bill number available in the Inbox

We've added the option to view the invoice or bill number in the inbox list view (one of our most requested additions!). It has been added as a setting you can set for those that would prefer to see the invoice number and can be turned on or off per company:

Simply go to the company settings for the company and you'll see the new checkbox to turn the feature on or off for that company:

Single Invoice View - Editing the Page Layout

When viewing an invoice/bill, you can now edit the layout of the page to your preference. Using the 'Swap Panels' button to the top right you can alter between the invoice image being to the right or left hand side of the screen:

You can also edit the ratio of invoice image to extraction detail by dragging the vertical separator left or right allowing you to set up the page layout that best suits your screen size and preference.

Both of these changes are automatically saved for you so every invoice or bill you view will be set to your new preference.

Error Notifications

While errors on invoices are highlighted in the inbox with the red warning sign, we've improved the notification within the invoice view too. Now, when working through invoices in that view, it's more obvious and clearer that there's an issue with that invoice. The new warning icon will appear at the top of the extracted data which you can then click on to view the specific issue:

Single Invoice View Layout Changes:

There have been some subtle changes to the invoice view page layout.

  • The Reject button has been promoted beside the Publish button as they are so regularly used together at the bottom of the extracted details.

  • The Item history and Share options have been moved up to the top right with buttons of their own.

  • We've also added some quick scroll buttons where a tax summary or line items are present. Certainly, for large numbers of line items, this will make navigating the page much quicker.

Supplier/Vendor Statement Matching notification.

To improve the functionality and efficiency when using the supplier or vendor statement reconciliation folder, we've added better notification and features in the Purchases/Bills inbox to show when an invoice has been matched and also to prevent editing that would accidentally un-match those invoices.

Where an invoice has been matched to a supplier statement, the icon below will show beside the supplier name to show that this invoice is already matched to a statement:

When viewing a matched invoice, there's a notification bar across the top to show that the invoice is already matched and that certain fields are disabled from editing, as, if these fields are edited then the invoice will no longer match to the supplier statement. We have included the option to the top right to allow editing though, in case it is required before publishing the invoice:

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