News posted by Pete Jones 6 months ago
You can forward emails to your Bills inbox email address that contain the invoice detail in the email itself rather than in an attached document.
Auto Bills will show the email details and pre-populate the review page with information extracted from it.
Note: If the invoice is present in the email body and as an attachment, Auto Bills will only process the attachment.
This is a great feature, and saves me printing to pdf all the time.
The bills inbox has improved lots over the last few months, it's super easy to use now. Thanks ?
If you could allow us to post credit notes through it that would be ?
Hi Claire. Great to hear this is saving you time and that our regular improvements are simplifying things even more.
Thanks for your request for credit notes. I've added your request to our Auto Bills purchase credit note handling backlog item.
I'm finding when i send emails with the invoice in the body it takes a 1 page email and the bills inbox converts it to a 10 page pdf!
It means that the bills inbox can't extract the info at all and i have to enter it all manually.
Paypal receipts for example. I have a few examples i can show you PUR005724 & PUR005716 for Naycott Estates.
Hi Claire,
Would it be possible to forward the email and the account name this relates to via a support ticket please?
Tommy
You must 