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    Hi Sianan, thanks for your feedback here. Great to hear you're forward thinking and how more control within the automation would be helpful for you.

    You may have seen on our website that we're in the process of releasing a new feature 'Smart Document capture' that will achieve most of what you've asked here.

    The Files inbox will hold files that have recently been uploaded which will move to archived once attached to a transactions.

    While you'll be able to first review files, you can then use Smart Document Capture to create or match to transactions in your organisation 😊

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