SaldeoSMART updates from the last few months

SaldeoSMART adds small features more often than the vendor announces them. Below are five that have not been on our blog yet.

Updates from the last few months

Saved filters on the invoice list (25 September 2026). A set of criteria from the filter panel can now be saved under its own name and called up with one click on a button above the list, and saved filters can be reordered by drag and drop. It is the same mechanism that has worked on the document list since August (see below), carried over to invoices. Who it suits: firms that ask their account the same question every morning, such as invoices missing a KSeF (Poland's National e-Invoicing System) number. A saved filter turns that into one click instead of six fields set again.

A reworked document detail view (22 September 2026). The scan and the form now scroll independently, and the tabs (for example Line items and Attachments) and the action buttons stay in place wherever you have scrolled to. Before this, moving one side also moved the other. Who it suits: anyone who checks captured data on multi-page invoices with several line items. Less scrolling means more attention on verifying the document, not on finding the right spot on the scan.

HEIC photos from an iPhone. An iPhone user can now pick a document photo straight from the camera roll and send it for capture, with no format conversion first, the way Android users already could. The vendor published this one in June 2026, but we had not covered it, and it comes up often enough to add now. Who it suits: people out of the office, sales staff on a trip, or anyone who wants a fuel receipt dealt with on the spot rather than carried home and lost.

The fixed supplier rule. A rule that assigns a fixed document type to cost invoices from a chosen supplier, overriding the AI suggestion, available on the Expert plan. It helps with B2B contracts or leasing, where a supplier should stay classified the same way, and anywhere you need to limit who sees a document. We will come back to it in a longer post, but in short, who it suits: companies with a few fixed suppliers and their own approval route in the document workflow.

Personal filters on the document list (10 August 2026). The first version of the mechanism above, built for the document list, not invoices. It differs from the global filters (the gear icon): a personal filter is visible only to its author, works separately per company, and covers the whole filter form, not a limited part of it. Who it suits: anyone who works differently from the rest of the team, say someone who mostly looks at documents from one large supplier, without changing what colleagues see.

Why small changes are worth tracking

None of these five updates changes how a firm works day to day. Nobody has to roll them out or tell clients about them. The difference is whether someone on the team knows a feature already exists, or spends months doing something by hand because nobody mentioned there was another way. Saved filters are the clearest example: the feature is small, but until someone notices the button above the list, they keep setting the same criteria for the hundredth time.

We will publish the next round-up at the start of 2027.

What we do with this at clients

As part of account care we check once a quarter which of these small features a client already uses and which ones simply passed them by. Five minutes of conversation is usually enough to show a saved filter or the new detail view, instead of waiting for someone to find it on their own.

Sources: five posts on the SaldeoSMART blog, named above, published between January and September 2026 (in Polish). Commentary: Forgante.