What’s in this release:
Features:
Bulk Publish - Beta Version
Users will now be able to bulk publish transactions straight from the Bookkeeping Page without having to go into each transaction and publish one by one.
We have added this feature to reduce the time spent on getting transactions into the Accounting Platform and give you valuable time back when working on Jack.
This is a first version, we'd love to get your feedback and thoughts as we make enhancements to the feature. Let us know how Jack does and where we can improve!
For further information, please view our more detailed page by clicking here
Bank Statement PDF to CSV Converter:
We've done a sneaky and due to high demand, introduced a feature for users who want to convert PDFs to CSV to upload to their Accounting Platform.
It's basic, and a first attempt, but it's there and we're hoping you make use of it.
For further information, please view our more detailed page by clicking here
Improvements:
Treatment of Discounts
Jack is constantly improving and learning every day. We've trained Jack to pick up discounts from expense documents and extract them in a few different ways, depending on how they appear on the document.
You'll notice some improvements in how discounts are extracted, this will reduce the need to add any lines or make any adjustments to the transaction details before publishing to the Accounting Platform and make for a faster process when using Jack.
Treatment of VAT for non-VAT registered Clients
Jack identifies clients based on whether they are VAT registered or not and will ensure that VAT is added to the expense lines when a company is not VAT registered. This will save time having to identify the VAT and adding it to the expense where needed.
Treatment of US Sales Tax
Jack's learnt how to recognise US Sales Tax and roll it up directly into the expense for any US based expense document. This will mean a more complete and accurate extraction, reduced time spent training Jack and a faster bookkeeping process.
Bug Fixes:
Practice Dashboard Details:
We've fixed the bug that caused Jack to not display the Timer Details, Ready to Validate or Failed transaction details on the Practice Dashboard View.
Practice Finance Roles Not Seeing Team Members
We've fixed the bug that meant Practice Finance users were unable to see their colleagues on the Team Members page under Settings when viewing as a Practice member.