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With more customisation in Helpdesk and smarter automation in Statements, let our system handle the repetitive and time-eating tasks. From accurate mailing suggestions to bulk reconciliation, our AI is learning your preferences.

1. Reconcile multiple invoices simultaneously across tabs

You can now select invoices from different tabs and reconcile them together in a single process.

→ Handle multi-tab statements quickly (especially those with multi-currency or fragmented reports)

2. Upload and reconcile multiple Excel files at once

You can now upload multiple Excel files and reconcile them in a single rec.

💡 Note: The Excel files will have to be in the same format, e.g. if you upload CSV and XLMS, we’ll show an error message encouraging you to standardise file format.

→ Reconcile in bulk so there’s less room for error

3. Automatically mark recs without ‘pending actions’ as reconciled

💡 Note: This is a backend setting upon request. Please have your senior staff contact us to enable or disable this feature.

Reconciliations that require no further review (with no pending items) now automatically get marked as 'reconciled'.

→ Automate a repetitive task and keep your reports updated

1. Helpdesk invoice matches with slight differences

Invoices with minor discrepancies in vendor, amount or invoice number still match to tickets and messages, with differences highlighted.

→ Catch small mismatches automatically so your reconciliation workflow isn't impacted

2. Fonts

Helpdesk now offers a variety of fonts when composing messages.

→ Customise your email tone and style to your business needs

3. Delete recommended email addresses that are no longer relevant

Remove outdated or unwanted email addresses from your recommendations list.

→ Prevent email hopping by keeping your mailing list updated and avoid wrong sends