Bills - Email to bills without requiring it to be an attachment
Often companies email invoices but they aren't a PDF - just an email.
So you have to print the email as a PDF - then send to Xero Bills.
It would be good if you could just send through the email invoice (no PDF) to Xero Bills and it was processed without being a PDF.
Antony Mallalieu
shared this idea
Hi team, apologies for the mismatch in my last update and appreciate the feedback we received on this.
While our new bills upload feature might be handy for some customers in automating their bills process, reviewing the idea here I can totally understand how this does not solve for where you receive an invoice within the body of an email.
We'll open this idea back up, and I want to be transparent that this isn't something we have direct plans for developing atm, however we'll continue to keep eyes on the support here and share if there is any progress surrounding this, here. Thanks
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Daniel Harcombe
commented
Email to bills without requiring it to be an attachment
Often invoices are emailed without any attachment, the invoice is within the email.
These are not uploaded into Draft in Xero
So you have to print the email as a PDF - then send to Xero Bills.
It would be good if you could just send through the email invoice (no PDF) to Xero Bills and it was processed without being a PDF. -
Jeremy Worthington
commented
This is becoming increasingly frequent (bill content in an HTML email not as a pdf attachment). Hubdoc can read email content, so bringing that capability into bill processing should be achievable.
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Benjamin Sewell
commented
There are some companies that invoice in emails, without attachments. At present, to add these to bills, they need screenshotting and then entering or forwarding to the bills ingest email.
Instead it would be good if the body of the email were scanned when there is no attachment.