A way to attach the email text from a Dext item to an expense, along with the cost item/invoice, or a button to export the text to be saved locally and manually attached to the item afterwards.
As an example, my client forwarded an email with a PDF of an invoice. In the email, there were details about the expense that were not on the PDF invoice. I want to attach the details from the email to the QBO expense for backup. Currently, my only other option would be to manually copy and paste the text into a word document and save it locally before attaching it manually
Donna Aitkens supported this idea ·
A way to attach the email text from a Dext item to an expense, along with the cost item/invoice, or a button to export the text to be saved locally and manually attached to the item afterwards.
As an example, my client forwarded an email with a PDF of an invoice. In the email, there were details about the expense that were not on the PDF invoice. I want to attach the details from the email to the QBO expense for backup. Currently, my only other option would be to manually copy and paste the text into a word document and save it locally before attaching it manually