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  1. Email to bills - Auto exclude 'extra' attachments like social tiles & email signature

    19 votes

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    8 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    🌟 Thanks for raising this idea and for taking the time to share how this affects your workflow.

    We understand that when logos or images from email signatures are pulled through with documents, it can create extra clean-up, clutter the files that are imported, and make it harder to quickly identify and process the documents you actually need.

    We’ve reviewed your idea and moved it to Gaining Support, so other customers can vote and add comments to share how this behaviour impacts their experience and why improving it would be valuable.

    The feedback and examples shared here are helpful for our product teams as they build a better understanding of the real-world impact this has on customers using Smart Capture.

    We’ll continue to keep an eye on the support and feedback this idea receives, and we’ll share any updates here as we learn more.

    Karl Beardmore supported this idea  · 
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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..