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  1. Documents - Allow file emails without attachments

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    18 comments  ·  Contacts & documents » Documents  ·  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.

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    Charles Markham, MST, EA commented  · 

    I would say the vast majority of emailed receipts I get are NOT in the form PDFs but instead are in the text of the email themselves. Thus, we should be able to forward an email without an attachment. Xero should be able to convert this email to a PDF on its end and then move ahead. I apprecite Xero's suggestion to take pictures of the emails with our phone and upload them. This still involves the user.

    If we could simply forward emails, then we could set up auto-forwards and this would just happen.

    I can't imagine this is such a hard fix to implement.

    I know you have full plates.

    Charles Markham, CPA

    Charles Markham, MST, EA supported this idea  ·