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
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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