This release focuses on improving your Interpretation results
Prompts to enter more data on suppliers
Poor supplier information will result in poor interpretation results.
To remedy to this problem we encourage the user to enter their suppliers using the PRH integration or enter a minimum of 3 data points on the supplier manually.
The fields that are important to fill in are:
- Company name
- Phone number
- IBAN
- Company number
Copy trained robots when setting up accounts
When setting up new clients you can now also copy one or several robots you have trained in other accounts so that you do not start from scratch with every new clients who has the same type of accounting.
For existing clients, you can copy robots from the list in your client manager.
Click on the robot icon at the end of the row to get a list of accounts you can copy from.
Via this Icon you can also remove robots and their legacy from an account.
Interpretation of Currencies
On a supplier invoice we will use the currency set on the supplier to interpret the currency picked up from the interpretation. The Exchange rate is picked up from Registry - Currency.
If the currency on the invoice does not match the currency set on the supplier there will be no interpretation of the coding rows.
For receipts, we only interpret receipts that are in base currency (€) if other currencies are detected, there will be no interpretation to avoid any possible errors and charges.
Read more about Automation in Briox