email trail also going through to accounting software as attachment
email trail also going through to accounting software as attachment
14
votes
Lisa Walker
shared this idea
-
Liliana Winffel
commented
Can the emails associated with the bills, in COST, be published as an additional document to QuickBooks along with the bill? The email sent to Dext with the bill has information that would be helpful in QuickBooks. I currently have to save the email as a PDF and upload it to Quickbooks once I publish the bill. This is an extra step.
-
Sharon Spouse
commented
Option to publish the email as well as the cost in Xero when an email is captured in Dext as this will include any invoice summaries, instructions and/or payment approvals when an invoice has been sent via email.
-
Liliana Winffel
commented
Can the email attached to the fetched bills in cost be uploaded to Quickbooks when publishing the bill?