As we launch Smart Extract+ in a number of phases, there may be items or features you expected that aren't there, but don't worry, it's likely they're coming soon.

If there's something not mentioned here that you'd expect to see, please reach out to our Support team and they'd be happy to take your feedback!
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Currently, Smart Extract+ is what you see, what you get. The extracted data can be changed as a one off, however this won't change it moving forward for future documents.

For example, your PO Number may be within a field called Reference, and as this isn't clear it always indicates a PO Number, we may miss it during extraction. In this case, you'll need to manually add in the PO Number.

In future, we aim to have the ability to edit the extracted data and save a new template that will consistently extract the fields/values you tell it to.

WET can be presented in a number of ways on Australian bills, when it's within the line items and contained within the overall total of a line, you may see instances where the WET is calculated correctly.
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In the instances where WET is an additional charge on top of what's extracted in the lines, it's unlikely WET will be extracted correctly.

This is similar to the Footer Fields, as this is normally where WET is displayed in this instance. We will aim to tackle WET when we look at Footer Fields, however, the complexity around calculating WET may delay it to future releases.

In the instance where tax rates/tax free rates are split across multiple rows, this may not always extract correctly.
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​In this case, the indicators appear on the bills as on the left. The top three lines are actually GST Free, but can be extracted as GST applicable as pictured on the right. This can be easily amended by unchecking the tax box and amending values as required.

If you're familiar with our Mapping technology, you'll know we have the ability to attempt to apply a Map to all documents in the Processing tab, where the Supplier Email Address matches the one you're applying a map to.
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Currently in Smart Extract+, if you have a number of documents from one Supplier that stop in Processing — either because the Supplier doesn't yet exist in Lightyear, or the extracted Supplier Name doesn't accurately match to any Lightyear Suppliers — you can create/select the Supplier from within Processing and Send to Approvals, but it will not automatically move the remaining documents for this Supplier through to Approvals.

In this case, the Supplier will automatically populate within Panel 2 of Processing against the remaining documents, but you will need to click Send to Approvals manually against each one.

Our immediate plans for future phases will aim to tackle the Customisable Results Set gap, where we will aim to allow users to edit the extracted data and save this as a template for future use. Within this, it should also fix any gaps that still exist for the PO Number, WET Tax and Footer Field data that is missed.
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We are investigating the ability to extract from Supplier Statements - in the meantime, you can continue to request Maps on these as normal.

While in Lightyear, if you see any issues with the Smart Extracted data, you can click the Report Issue button within Panel 2 and this will send the document to our team to review.
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