Settings and activity
2 results found
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33 votes
🌟 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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Lisa Samaha
supported this idea
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11 votes
Appreciate you sharing this idea. We understand the request to prevent third-party transaction attachments from automatically appearing in Xero Files. An option to manage this behaviour could help reduce duplicate documents and keep the Files library easier to navigate.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like document syncing to work.
An error occurred while saving the comment Lisa Samaha
commented
OMG.. It was very handy not having to delete all the logos and images after forwarding the invoice into bills, However... I just went into my files to add an image I had uploaded and there were about 50 images!!!
This took a good 10 minutes to run through and delete them all and find the image I needed.... highly inefficient. Who decided this? A tech person? please consult everyday users before deciding on such things.
Did anyone test this properly before implementing?
Please get rid of this
Hi Team
Whatever you did to cause all the images in an email to load into the documents has caused me a lot headaches and wasted time.
I have spent time searching for a solution to stop this. One was emailing as plain text (this did not work).
Also for some reason a few invoices sent as a .pdf seem to not load properly into the bill from the documents library and don't attach as a .pdf to the bill.
I actually ended up saving the invoice to my computer and uploading the 'old fashioned' way.
This is highly inefficient.
I would greatly appreciate your prompt attention to this
Thank you
p.s. For some reason also,a few invoices from a particular supplier did not come through to drafts at all. the invoice was sent as a pdf. this resulted in the invoices being unpaid and overdue. I didn't realise the invoices were not in the system until we received a statement. This did not happen before.
43 images today found in documents folder after sending 4 emails to bills. please fix this as soon as you can