Documents - Option to exclude automatically attached third-party documents from Documents library
Since the latest updates to Files (which I appreciate is building on AI), Xero Files now contains PDF's of all docs uploaded from Dext for example. Some of my clients have thousands of these docs, they're saved against the data entry and they're filling up files for no reason I can see. Might also cause storage issues down the line doubling up these PDFs. Could we get an switch off option?
Alison Habebi
shared this idea
Appreciate you sharing this idea. We understand the request to prevent third-party transaction attachments from automatically appearing in Xero Files. An option to manage this behaviour could help reduce duplicate documents and keep the Files library easier to navigate.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like document syncing to work.
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Emma Glynn
commented
I hope this can be looked at urgently...Smart Document Capture is uploading email logos as separate documents and drag and drop is not available for this workflow. Currently I have 6 invoices waiting to be processed but Documents has uploaded an additional 14 "documents" which are all logo images from the forwarded emails, we can not currently use Documents in it's present form as it is taking too long to go through and delete all the unnecessary files. Please update us soon.
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Emma Glynn
commented
Currently when forwarding emails to Files that contain a pdf invoice, Files is also uploading images, logos and any other attachments, Dext and AutoEntry does not upload these extra things and so we now have to go through and delete anything that is not an invoice. Which is time consuing and open to errors