Prioritize either XML or PDF when receiving both files for the same invoice in the same email
| Feature | Public preview | General availability online |
|---|---|---|
| Prioritize either XML or PDF when receiving both files for the same invoice in the same email | - | Apr 2026 |
Business value
To prevent the duplication of invoices due to vendors sending the same document in both PDF and XML, you’ll be able to define which format should be prioritized – that is, which file should be recognized and which file should be added as an attachment. The default behavior will be configurable on the document category level.
Feature details
A setting will be introduced to the Document Category card. The options will be:
- Both - the current behavior, that is, all attachments are treated as individual documents.
- Prioritize PDF - keeps the XML as an attachment on the PDF and, if possible, displays the XML in the Document Viewer.
- Prioritize XML - keeps the PDF as an attachment on the XML.
If multiple PDF and XML files are received in a single email, they’ll be treated as individual documents.