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  1. Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab

    20 votes

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    submitted  ·  4 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Julia Wills commented  · 

    It would be great if this could be added. It slows down processing time dramatically when you have to click match on every transaction that has a comment in it after processing a batch of bills to see if it matches.

    Julia Wills supported this idea  · 

  2. 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.

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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.

    Julia Wills supported this idea  ·