Users can select a range of bills using Shift-click. This speeds up batch scheduling and actions. It matches spreadsheet behavior.

Users can create reusable bill and receipt templates. Templates improve consistency and save time. They support recurring workflows.

The sidebar was redesigned for faster navigation. Users reach financial pages in fewer clicks. It works on desktop and mobile.

Invoice table headers remain visible while scrolling. This keeps context when reviewing long invoices. It improves usability for detailed reviews.

This update addresses a key missing feature in our multi-entity setup (identified during the Double Eagle implementation). In a multi-entity environment, incoming invoices initially route through the parent entity, which does not retain OCR training signatures. As a result, when invoices were reassigned to specific linked entities, WiseVision failed to apply prior vendor-specific training – forcing users to retrain vendors repeatedly and risking overwrites of existing logic. This is now resolved. WiseVision will retain and apply OCR training independently at the entity level, ensuring vendor-specific rules persist across entities – making automation behave as expected.

Users can archive and restore vendor records. This provides a safer alternative to merging vendors. Data can be recovered without loss.

Users can review emails that were not converted into bills or receipts. Emails can be archived or converted. This prevents missing documents.

Users can run a Deep Scan on PDFs with missing data. This reprocesses selected pages to recover line items. It improves extraction accuracy.

Bills exports were enhanced with multiple structured sheets. Users get summary and detailed line-item views. This improves reporting flexibility.

Users can inverse-select invoice line items. This allows quick actions on all but selected rows. It simplifies long invoice handling.