Be able to choose if the body of the email or the attachments will be extracted
I'd like to request a setting for email-in invoices and receipts, that would ultimately let us make a choice about if email body and attachments get brought in together or the bigger item only is brought in. We depend on the email body to know how to properly categorize receipts.
ivelin.botev
shared this idea
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Jim Stevens
commented
I need the option to have the body of emails go with receipt attachments because many of our clients forward receipts and write what the receipt is for in the body of the email. Thanks
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Mary Lewis
commented
Hello. In Hubdoc we had the option for creating a document from the body of the email AND the attachment or just the attachment. We could toggle this setting on and off for each client. In Dext it seems the only option is for Dext to pick up the biggest piece of content meaning Dext will only pick up the body of the email or the attachment rather than both. It would be nice to be able to choose a setting where we could have both if desired. Thanks!