Smart document capture - Line Extraction Defaults for Contacts
On the new files smart capture facility, there is an option to toggle the 'line items', please could you add a way to save the toggle for each contact, as I have some contacts that have various itemised invoices which would benefit from default already being collapsed, and some that the itemised extraction helps with.
Thank you.
Luis Savage
shared this idea
Great to hear you're finding good use in the new Smart document capture feature, Luis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too. 🙂 We'll share if there are any plans made around this, here.
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Jennifer Creevy
commented
It would be really useful if once smart document capture had identified a Contact for an uploaded bill/invoice you had the option to apply the sales/purchase defaults (Currency, Tax Rate, Tax Inclusive/Exclusive, Account) already set up for that Contact in Xero.