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  1. Files - Allow file emails without attachments

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    14 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs here and apologies we've not engaged here before now.

    As we continue to explore ways to improve efficiencies for our customers this is an idea our team are aware of and will consider in future improvements.

    We have recently introduced Smart Document Capture, powered by AI that extracts data from files uploaded to your Inbox to help you create transactions in your organisation.

    Coupled with this, we've also released the ability to upload multiple documents from your mobile. Meaning you can take photos of invoices you've received via email and easily upload these through your mobile, which Xero will then analyse and help you create transactions from.

    We appreciate this isn't a direct solve for this idea but may bridge the gap for some here.

    Andy Beales supported this idea  · 
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    Andy Beales commented  · 

    Many firms send receipts and invoices by email, just a plain text or HTML email receipt/invoice. To have to send that to Xero's files we have to either a) print / print PDF, scan or take a photo and email or use xero app to add. It's a lot of steps b) take a photo of computer screen and email with attachment, or use xero app to attach that photo. Why not let users forward the email to Xero. Why insist on an attachment? It wastes so much time, creates messy files everywhere. Insisting on an attachment will be like insisting on a fax or a letter in a few years time. I guess you worry about lots of content in emails for those who do have attachments, but you could have another unique email address for invoices/receipts that are in the email itself. So you keep the current workflow, but add a new simple workflow for invoices and receipts in the email body.