Enhanced Document Handling and Payment Reconciliation

Enhancement Description: We've introduced several new features to improve document handling and payment reconciliation, providing a smoother and more accurate experience:

  • Multiple Support Documents: Users can now add multiple support documents at once, or drag and drop them, simplifying the expense reimbursement process.
  • Main Document Selection: After merging or adding support documents, users have the option to switch which document is the main document.
  • Auto-Reconciliation of Partial Payments: Previously, we only detected fully paid bills and moved them from the AP tab to the Archive tab. This update now includes partial payments. When a payment record is created in QuickBooks Online (QBO), a corresponding "2-way synced" payment record will be created in MakersHub, ensuring all payment records are accurate and up-to-date

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