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PO number extraction and fixed asset materiality threshold
Automatically extract PO numbers and append them to document references, plus set materiality thresholds for fixed assets.
Purchase order number extraction
Once you enable PO-number extraction in Client Settings, Briefcase will automatically detect the PO number in each document and append it to the document reference.
Fixed-asset materiality threshold
You can now set a materiality threshold for fixed-asset transactions. Our AI agent will consider fixed asset categories only for transactions above this threshold.