Files - Automatic transaction creation for uploaded files
After uploading or emailing files to Xero, have it perform some sort of OCR and create a transaction, or spend money or something. It's almost like opening a beer and not drinking it. Please Xero at least 'take a sip'. Just left MYOB ofter 10 years, this is automatic in MYOB! I think the idea here is to make the computers do more work and we do less......right?
Scott Waller
shared this idea
Hi Scott, returning to your idea here I wanted to share a few different options depending on your needs that could help. As you may be aware we have Xero Expenses that has a capture element that will read your receipts that are uploaded to transcribe into the expense claim receipt, alternatively there is the ability to email to bills to capture and create a draft bill in your organisation, and we also have a new feature in bills that'll be rolled out to everyone soon where you can upload a file directly from your device to create a draft bill using the detail of your upload.
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William Hopkins
commented
Xero’s mobile app makes it quick and easy to upload receipts or invoices – but right now, they only sit as attachments.
Idea: Use smart scanning (OCR) to automatically read the details from a photo or scan and pre-fill your entry fields (date, supplier, amount, tax, reference).
Why this matters for small businesses:
• Save valuable time – no more typing in details from receipts.
• Reduce mistakes – the system captures data directly.
• Make Xero even more intuitive on mobile – just snap a photo and you’re done.
• Keep everything in one place without needing extra apps or tools.This would make everyday bookkeeping faster, easier, and less stressful for business owners.
If this feature would make your daily bookkeeping easier, please vote to support it!
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William Hopkins
commented
The document upload function currently allows receipts and invoices are stored only as attachments.
Add OCR (Optical Character Recognition) technology so that scanned or photographed documents automatically populate the transaction fields (date, supplier, amount, tax, reference).
Benefits for practices:
• Dramatically reduce manual data entry across client files.
• Improve accuracy and consistency – fewer typos and errors from re-keying data.
• Free up time to focus on advisory services rather than admin.
• Streamline workflows across teams working in Xero HQ, Practice Manager, and client accounts.This is established technology already used in other platforms. Adding it natively to Xero would create a more seamless end-to-end bookkeeping process.
If this would save your practice time and improve accuracy, please vote to support it!