Latest News from the Base team
Product update

Release 3.13 - OCR Integration & Embedded Views

Kason avatar
Shared by Kason • August 08, 2024

We're excited to release update 3.13. This update introduces exciting features to speed up your workflows like Optical Character Recognition (OCR) and Embeddable Views to share data from external systems.

1. OCR - Imagine Processing AP Invoices in Seconds Not Minutes.

Manually typing in data from a paper invoice can get really tedious... We know because since 2022, Base has helped process over $50 million in AP for its global users.

... But what if you could drag a document into Base and have all your vendor invoice data registered in under 5 seconds?

How many times have you or your accounting team spent 5+ minutes double and triple checking your vendor's details and invoice amounts are correct?

This powerful new feature enables automatic data extraction from scanned invoices, streamlining the registration process and significantly reducing manual data entry for accounting teams.

See our OCR feature work it's magic below 🪄

Head to the apps tab in your organization's settings to get started and stay tuned to see how we continue to incorporate OCR throughout the app. (Warehouse Receipts, Crew & Cargo Manifests, etc)

2. Embeddable Views - BYOD (Bring Your Own Data)

Love that Base let's you centralize all your data into one place?

Ever find yourself wanting to integrate more? Whether it's time or project tracking, vessel details, shipment tracking, or simply external files, our new Embeddable views enable seamless embedding into all your jobs.

See how agents can embed vessel details into their job for their client to reference when they approve their invoices.

3. Creating a new user? Save time on setup with our user access templates

Configuring the permissions for a lot of users? Simplify the user set up with our user permission templates. In the organization settings, create standard permission profiles, and apply them to your organization members for quick and easy adjustments and onboarding.

Other Bug Fix

  • Fix an issue preventing users from archiving jobs
  • Fix an issue where PO's were not appearing when allocating an invoice
  • Fix issues with the cost column on the jobs table. This includes currencies not converting and archived expenses showing in the summary
  • Fixed an issue with permissions on user templates locking users out of their accounts
  • Give admins the ability to toggle/un-toggle table configuration when on team and business plans
  • Fix an issue causing new users to jump between the welcome page and the dashboard
  • Fix an issue causing incorrect expenses to be checked when editing Purchase Orders
  • Fix the google maps address field when creating a company
  • Fix an issue where companies were not pushing to Xero properly
  • Adjust table height to show more records before the scroll bar appears
  • Fix an issue where AP Credit Notes would not push to QuickBooks
  • Fix an issue causing the AP memo field to error