Email to bills - Auto exclude 'extra' attachments like social tiles & email signature
Bills - Ability to remove extra attachments exported from emails.
when forward invoices and delivery docs to Xero, the email signature (which includes the company logo) is also captured and exported to Xero Bill as a separate attachment.
While this doe does not impact payments, it's still frustrating. There should be a way to prevent logos or email template elements from being exported.
Eunice Zhang
shared this idea
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Julia Wills
commented
Block email body attachments from creating draft bills or attaching to existing bills. When forwarding bills to Xero it either adds the email signature tiles or thinks they are separate bills which it then can't read details for because they don't exist. This wastes significant time deleting the extra documents to complete the drafted bill as well as deleting bills that aren't actually bills but rather someone's email signature. When sending multiple pngs/jpegs on one email the confusion with the email signature has meant all bills end up as one draft. Eg. You send 5 png/jpeg bills to Xero, instead of 5 different drafts you get one plus all of the email tiles.
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Karl Beardmore
commented
Allow an option to specify extension types that don't get added to the Email bills to Xero.
Currently when forwarding emails to xero bills, it adds all images from email signatures, or other attachments someone has included
This seems to create alot of attachments in the preview when trying to add the bill and view the PDF..
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Claire O'Keefe
commented
When emailing a bill to Xero, it automatically recognises the signature as separate files. If more than 10 attachments to an invoice xero is unable to prepopulate the information from the original invoice. Meaning there is more room for errors and not very time efficient.
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Lana-Michelle Noftall
commented
I concur, it's messy and time consuming to delete