Document capture - add inventory item column
The new smart document capture is wonderful - BUT - please enable the inventory item column. It's so important that documents and transactions are handled/processed as few times as possible - without the inventory, we need to draft then edit/approve vs being able to do everything in one go. Otherwise, this is a terrific Hubdoc replacement.
Sarah Mackie
shared this idea
Great to hear you're making use of Smart document capture, Sarah. Can see how adding inventory to this experience would be useful for many businesses. I've made sure to share this back with our team and they are keeping a watchful eye on the ideas we have coming through the forums here.
I'll share if there are any updates and in the meantime I'd recommend sharing the idea with any other colleagues that'd like to see this so they can vote, too.
In terms of the status of the transaction, it's best that we track this separately. We have an existing idea for being able to save transactions as approved that I've added your vote for, and you're welcome to add another if you'd like an option to auto set documents to Awaiting approval. 🙂
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Sarah Mackie
commented
And please add options of how to save the documents once processed - i.e. draft, pending approval, approved