Partner auto-input on AI-OCR screen and journal candidate detail screen update

Money Forward Cloud Accounting and Tax Return now auto-fill partners from invoice numbers and update the candidate detail screen.

Changes

  • A partner matching the qualified invoice issuer registration number read from the document file is populated in the partner field of the journal candidate.
  • When automatic completion for invoice transitional measures is enabled and a taxable purchase tax category is set, the invoice field is set automatically.
  • The document preview now displays the upload timestamp, the uploading user, and a link to the file detail screen in Cloud Box.
  • The journal candidate detail screen adds shortcut keys and previous/next buttons, and removes the button to add journal candidates.
  • Document information can no longer be edited on the journal candidate detail screen, and registering a journal overwrites transaction details in Cloud Box.

Affected areas

自動で仕訳>AI-OCRから入力>仕訳候補AI-OCRから入力仕訳候補詳細

Screenshots

Partner auto-input on AI-OCR screen and journal candidate detail screen updatePartner auto-input on AI-OCR screen and journal candidate detail screen updatePartner auto-input on AI-OCR screen and journal candidate detail screen updatePartner auto-input on AI-OCR screen and journal candidate detail screen update
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This summary is independently created by Release Radar and is not an official announcement from the vendor. Please read the official page for accurate details.