{"id":5652,"date":"2025-11-07T12:01:12","date_gmt":"2025-11-07T12:01:12","guid":{"rendered":"https:\/\/www.receipt-bot.com\/blog\/?p=5652"},"modified":"2025-11-08T09:33:00","modified_gmt":"2025-11-08T09:33:00","slug":"receipt-bot-update-bug-fixes-to-improve-user-experience","status":"publish","type":"post","link":"https:\/\/www.receipt-bot.com\/blog\/release-notes\/bug-fixes-to-improve-user-experience","title":{"rendered":"Receipt Bot Update: Bug Fixes to Improve User Experience"},"content":{"rendered":"<div style=\"color: #002b60; font-family: sans-serif;\">\n<h1 style=\"color: #002b60; font-size: 2em; margin-bottom: 0px;\">Bug Fixes to Improve User Experience<\/h1>\n<p><em style=\"color: #44546a; font-size: 0.95em; font-style: normal; margin-top: 0px; padding-top: 0px;\">Published: 7 Nov 2025<\/em><\/p>\n<hr style=\"border: 0; border-top: 3px solid #60c9fc; margin-top: 0; margin-bottom: 25px;\" \/>\n<p style=\"font-size: 1.1em; margin-bottom: 30px; line-height: 1.6;\">Our latest release focuses on bug fixes and stability to enhance the user experience.<\/p>\n<h2 style=\"margin-top: 35px; margin-bottom: 20px; border-bottom: 2px solid #9dc3e6; padding-bottom: 8px; color: #002b60; font-size: 1.6em;\">\u2728 New Features<\/h2>\n<div style=\"border: 1px solid #9dc3e6; border-radius: 6px; padding: 20px 25px; margin-bottom: 30px; box-shadow: 0 2px 4px rgba(0, 43, 96, 0.1);\">\n<h3 style=\"margin-top: 0; margin-bottom: 15px; font-size: 1.4em; color: #002b60;\"><strong>Granular Auto-Export Settings for Invoices and Statements<\/strong><\/h3>\n<p style=\"margin-bottom: 15px; line-height: 1.6;\">If you have set up API workflows that require invoice data but not bank statement data, you can enable\/disable the events directly within the app.<\/p>\n<p style=\"margin-bottom: 15px; line-height: 1.6;\">Receipt Bot provides separate auto-export settings specifically for <strong>invoices<\/strong> (both purchase and sales) and <strong>bank statements<\/strong>.<\/p>\n<div style=\"background-color: #f2f8fa; border: 1px dashed #9dc3e6; padding: 20px; text-align: center; margin: 20px 0; color: #44546a; border-radius: 4px;\">\n<p><img decoding=\"async\" style=\"display: block; margin: auto; max-width: 100%; height: auto;\" src=\"https:\/\/www.receipt-bot.com\/blog\/wp-content\/uploads\/2025\/11\/auto-export-settings-in-Receipt-Bot.png\" alt=\"Auto-export settings page showing separate options for Invoices and Bank Statements\" \/><\/p>\n<\/div>\n<\/div>\n<div style=\"border: 1px solid #9dc3e6; border-radius: 6px; padding: 20px 25px; margin-bottom: 30px; box-shadow: 0 2px 4px rgba(0, 43, 96, 0.1);\">\n<h3 style=\"margin-top: 0; margin-bottom: 15px; font-size: 1.4em; color: #002b60;\"><strong>&#8220;Notes&#8221; Field Visibility in Main Document Grid<\/strong><\/h3>\n<p style=\"margin-bottom: 15px; line-height: 1.6;\">The <strong>notes<\/strong> attached to documents were previously only visible upon opening the document details. This required extra clicks and could slow down document review workflows, especially for users needing quick context.<\/p>\n<p style=\"margin-bottom: 15px; line-height: 1.6;\">A new <strong>&#8220;Notes&#8221; field<\/strong> has been added directly to the main document grid. You can now quickly glance at important information or internal comments associated with each document without needing to open its details.<\/p>\n<div style=\"background-color: #f2f8fa; border: 1px dashed #9dc3e6; padding: 20px; text-align: center; margin: 20px 0; color: #44546a; border-radius: 4px;\">\n<p><img decoding=\"async\" style=\"display: block; margin: auto; max-width: 100%; height: auto;\" src=\"https:\/\/www.receipt-bot.com\/blog\/wp-content\/uploads\/2025\/11\/notes-column-in-grid-for-extracted-invoices.png\" alt=\"Main document grid showing the new 'Notes' column\" \/><\/p>\n<\/div>\n<\/div>\n<div style=\"border: 1px solid #9dc3e6; border-radius: 6px; padding: 20px 25px; margin-bottom: 30px; box-shadow: 0 2px 4px rgba(0, 43, 96, 0.1);\">\n<h3 style=\"margin-top: 0; margin-bottom: 15px; font-size: 1.4em; color: #002b60;\"><strong>Copy Icon for Invoice Description<\/strong><\/h3>\n<p style=\"margin-bottom: 15px; line-height: 1.6;\">We&#8217;ve added a convenient <strong>&#8220;copy icon&#8221;<\/strong> next to the description cell on the <strong>Invoice Details pop-up<\/strong>. A single click will now copy the full description to your clipboard. This small but powerful addition significantly speeds up data transfer and reduces manual effort when working with invoice details.<\/p>\n<\/div>\n<div style=\"border: 1px solid #9dc3e6; border-radius: 6px; padding: 20px 25px; margin-bottom: 30px; box-shadow: 0 2px 4px rgba(0, 43, 96, 0.1);\">\n<h3 style=\"margin-top: 0; margin-bottom: 15px; font-size: 1.4em; color: #002b60;\"><strong>&#8220;New&#8221; Indicator for Contacts<\/strong><\/h3>\n<p style=\"margin-bottom: 15px; line-height: 1.6;\">The <strong>contact<\/strong> column in the document and analysis grid now displays <strong>&#8220;(New)&#8221;<\/strong> next to recently added <strong>contacts<\/strong>. This subtle visual cue helps you quickly identify and review new contacts, speeding up the review process.<\/p>\n<div style=\"background-color: #f2f8fa; border: 1px dashed #9dc3e6; padding: 20px; text-align: center; margin: 20px 0; color: #44546a; border-radius: 4px;\">\n<p><img decoding=\"async\" style=\"display: block; margin: auto; max-width: 100%; height: auto;\" src=\"https:\/\/www.receipt-bot.com\/blog\/wp-content\/uploads\/2025\/11\/new-contacts-created-label.png\" alt=\"Document grid showing a contact with &quot;(New)&quot; next to its name\" \/><\/p>\n<\/div>\n<\/div>\n<div style=\"border: 1px solid #9dc3e6; border-radius: 6px; padding: 20px 25px; margin-bottom: 30px; box-shadow: 0 2px 4px rgba(0, 43, 96, 0.1);\">\n<h3 style=\"margin-top: 0; margin-bottom: 15px; font-size: 1.4em; color: #002b60;\"><strong>Open Parent Documents in New Tab<\/strong><\/h3>\n<p style=\"margin-bottom: 15px; line-height: 1.6;\">When viewing a <strong>child document<\/strong> (e.g., a <strong>credit note<\/strong>) and needing to access its <strong>parent document<\/strong> (e.g., the <strong>original invoice<\/strong>), navigating to the parent document would often replace your current view, causing you to lose context of your original task.<\/p>\n<p style=\"margin-bottom: 15px; line-height: 1.6;\">You can now click to open <strong>parent documents<\/strong> in a new browser tab. This enhances your workflow by allowing you to simultaneously view related documents without losing your place or interrupting your current task, making cross-referencing much more efficient.<\/p>\n<\/div>\n<hr style=\"margin: 40px 0; border: 0; border-top: 1px solid #9dc3e6;\" \/>\n<h2 style=\"margin-top: 35px; margin-bottom: 20px; border-bottom: 2px solid #9dc3e6; padding-bottom: 8px; color: #002b60; font-size: 1.6em;\">\ud83d\udee0\ufe0f Bug Fixes<\/h2>\n<ul style=\"list-style-type: disc; margin-left: 20px; padding-left: 15px; line-height: 1.7;\">\n<li style=\"margin-bottom: 12px;\">Introduced a warning pop-up to prevent <strong>accidental data loss<\/strong> when leaving a document without saving changes.<\/li>\n<li style=\"margin-bottom: 12px;\">Optimised the <strong>PDF splitting<\/strong> process, significantly reducing the file size of split documents, which were very large in some cases.<\/li>\n<li style=\"margin-bottom: 12px;\">Resolved multiple functional and UI issues in the <strong>Supplier Statement<\/strong> and <strong>Sales Ledger<\/strong> modules, improving bulk creation, payment method dropdowns, and &#8220;Record As&#8221; options.<\/li>\n<li style=\"margin-bottom: 12px;\">Correctly <strong>display the names of Payment Methods in the filter <\/strong>instead of their\u00a0internal IDs.<\/li>\n<li style=\"margin-bottom: 12px;\">Removed the unnecessary &#8216;Please Select&#8217; option from the Sales <strong>&#8216;Record As&#8217;<\/strong> dropdown in <strong>Extraction Rules<\/strong>, preventing invalid selections.<\/li>\n<li style=\"margin-bottom: 12px;\">Added visual loaders when changing <strong>pagination record counts<\/strong> on client-side grids, providing better feedback during data loading.<\/li>\n<li style=\"margin-bottom: 12px;\">Corrected the chargeable page calculation for <strong>&#8220;PDF Image to Text&#8221;<\/strong> documents, ensuring accurate billing.<\/li>\n<li style=\"margin-bottom: 12px;\">Updated the messaging when attempting to approve already approved documents to provide clearer feedback.<\/li>\n<li style=\"margin-bottom: 12px;\">Resolved an issue where leading zeros were lost when editing payment methods from the <strong>Master Data grid<\/strong>.<\/li>\n<li style=\"margin-bottom: 12px;\">Addressed multiple issues related to <strong>Tracking Categories<\/strong> in <strong>Sales Invoice Analysis<\/strong>, ensuring accurate reporting.<\/li>\n<li style=\"margin-bottom: 12px;\">Ensured that the <strong>document grid<\/strong> and <strong>filter state<\/strong> for <strong>Bank Statements<\/strong> are now retained after returning from a detail view, improving navigation continuity.<\/li>\n<li style=\"margin-bottom: 12px;\">Resolved general issues affecting <strong>Master Data updates<\/strong>, ensuring consistent and reliable data management.<\/li>\n<li style=\"margin-bottom: 12px;\">Implemented various UI and alignment improvements on the <strong>Practice Management<\/strong> page for a cleaner and more consistent look.<\/li>\n<li style=\"margin-bottom: 12px;\">Resolved an issue where <strong>re-export<\/strong> to Sage One failed after changing a document&#8217;s <strong>&#8220;Record As&#8221;<\/strong> type to <strong>Spend\/Received Money<\/strong>, allowing for flexible re-export options.<\/li>\n<li style=\"margin-bottom: 12px;\">Enabled automatic selection of document rows in the <strong>Recycle Bin<\/strong> when navigating via <strong>&#8220;View Parent ID&#8221;<\/strong>.<\/li>\n<li style=\"margin-bottom: 12px;\">Implemented restrictions to prevent editing of <strong>reconciled supplier statements<\/strong> and <strong>sales ledger documents<\/strong>.<\/li>\n<li style=\"margin-bottom: 12px;\">Corrected an issue where bank details were unnecessarily required for <strong>PayPal<\/strong> and <strong>Cash payment methods<\/strong>, streamlining setup.<\/li>\n<li style=\"margin-bottom: 12px;\">Ensured that <strong>Master Data fields<\/strong> (like <strong>address<\/strong>, <strong>default COA<\/strong>) automatically update when a contact is changed on a document, promoting data consistency.<\/li>\n<li style=\"margin-bottom: 12px;\">Ensured that <strong>bank statement Excel downloads<\/strong> now correctly include <strong>bank details<\/strong> even when no <strong>transactions<\/strong> are present.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Bug Fixes to Improve User [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":5662,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - 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