Automating supplier invoices via Xero’s forwarding email is currently inefficient.
When emails are forwarded, Xero attaches all embedded files from the email (e.g. signatures, logos, web images), not just the invoice. This creates unnecessary manual work to remove unwanted attachments before processing.
Request:
Enable a filter so that only PDF attachments are imported when using the forwarding email address, or provide an option to exclude embedded images and non-PDF files.
This would allow us to set up email rules to automatically forward supplier invoices to Xero, with only the relevant invoice attached, significantly improving efficiency and reducing manual handling.
Amanda Dorreen
supported this idea
·
Automating supplier invoices via Xero’s forwarding email is currently inefficient.
When emails are forwarded, Xero attaches all embedded files from the email (e.g. signatures, logos, web images), not just the invoice. This creates unnecessary manual work to remove unwanted attachments before processing.
Request:
Enable a filter so that only PDF attachments are imported when using the forwarding email address, or provide an option to exclude embedded images and non-PDF files.
This would allow us to set up email rules to automatically forward supplier invoices to Xero, with only the relevant invoice attached, significantly improving efficiency and reducing manual handling.