If you'd like to export supporting email communication for a document to Xero or Quickbooks, there is now a new way to do so for documents that were emailed into Datamolino. E.g. When the email thread contains important approvals.
To turn supporting email communication into an extra attachment to be exported with the main document to Xero or Quickbooks, follow these steps:
Click on Show email on the document detail page.
Click on Attach to document.
Refresh the page. The email communication should show as a PDF attachment beneath the main document.
Export as normal.
The document will be visible in your Xero or Quickbooks. See examples below.
Examples of extra attachments in Xero and Quickbooks for different export types (bills, credit notes, sales invoices)
Examples of extra attachments in Xero and Quickbooks for different export types (bills, credit notes, sales invoices)
Bill in Xero
Bill in Xero
Credit note in Xero
Credit note in Xero
Sales invoice in Xero
Sales invoice in Xero
Bank transaction in Xero
Bank transaction in Xero
Sales invoice in Quickbooks
Sales invoice in Quickbooks
Bill, expense, supplier credit in Quickbooks
Bill, expense, supplier credit in Quickbooks
