Smart Document Capture - add credit note to drop down for document type
We often receive individual tax adjustment notes/credit notes from suppliers and I forward these to my inbox. If there was the option to select the document type as credit note from the Smart Document Capture pane, it would save me having to navigate to bills, new credit note and manually attaching the file to the transaction. This feature would streamline the processing of files within my inbox.
Tegan Modra
shared this idea
Great news!
The ability to create supplier credit notes directly from uploaded files in Smart Document Capture has now been completed and is available globally.
Customers can upload a supplier credit note to Files, review the extracted details, and create a draft credit note in Bills — helping reduce manual data entry and keeping the supporting document attached to the transaction.
This release supports supplier (Accounts Payable) credit notes. Customer credit notes aren’t included at this stage.
A huge thank you to everyone who shared feedback and helped us get this over the line! ✨
