Bill Upload & Linking Feature
A more streamlined document upload process for supplier invoices and bills would be a valuable addition.
Useful features could include:
- A dedicated “Uploads” section accessible from the main header
- The ability to upload and preview PDF supplier invoices before bills are created or synced
- A simple “Link to Existing Bill” function directly from the uploaded document
- Visibility of key invoice details within the uploads screen, such as supplier invoice number, issue date and total amount
This would significantly improve efficiency for businesses that sync bills from external job management or accounting systems, while also making accounts payable processing more streamlined.
Currently, the Files area feels disconnected from the bills workflow and requires extra steps to attach documents, including adding PDF copies from the Files folder or emails. A more integrated upload and linking process would reduce manual handling and improve usability, particularly when processing multiple supplier invoices.
Sianan B
shared this idea
Hi Sianan, thanks for your feedback here. Great to hear you're forward thinking and how more control within the automation would be helpful for you.
You may have seen on our website that we're in the process of releasing a new feature 'Smart Document capture' that will achieve most of what you've asked here.
The Files inbox will hold files that have recently been uploaded which will move to archived once attached to a transactions.
While you'll be able to first review files, you can then use Smart Document Capture to create or match to transactions in your organisation 😊
