Email to Bills - Have the same data extraction as Documents
I love the new data extraction feature in Documents (previoulsy files) so now I email my bills to inbox instead of bills.
but doing this creates an extra step, as from documents it only makes a draft bill, so then i have to go into bills window to approve.
It would be good if i could go back to emailing my bills to our bills email address and have it perform data extraction then approve in one go instead of having to go back and forth between windows.
Kristen Saunders
shared this idea
Hey Kristen thanks for bringing this to us. We really appreciate hearing how you're finding the new Smart Document Capture and how extending this to the Bills workflow would help reduce the extra steps in your process. We're excited to let you know that we're in the process of updating our other extraction services to use the same process as Smart Document Capture. This work is already underway, and we'll round back here once it's completed to let you know. I can also see that you have voted on a few other Ideas around adding another reference field in Bills, this is the best way to support the ideas and we will also post any updates on these Ideas.
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Kristen Saunders
commented
I would like to add to this comment further. I have been using the Accounting, Documents for bill data extraction for the past week or so.
when an invoice comes in with a "reference field" (usually our PO number or a job description) data extraction feature is placing that data in the "reference field" of the bill data entry, and overlooking the actual invoice number.
its such a great feature, (data extraction), shame to see it not able to extract something as simple and critical as the invoice number. so while it saves time, it also requires more time manually checking / copy / pasting.
we really need those two fields for billing xero. (invoice number, po number).
I don't know why you continue developing your systems without fixing a basic standard accounting system function that is causing frustration and issues for so many users.