Smart Document Capture – Assign line-item costs to a Xero Project during document review
I’m very surprised that the ability to assign a cost to a Xero Project has not been included in Smart Document Capture from the outset, particularly as this functionality is already available when publishing transactions through Hubdoc.
Smart Document Capture is supposed to make document processing quicker and more efficient, but removing functionality that users already have in Hubdoc actually makes the workflow more cumbersome.
At present, I can review and code a document in Smart Capture and create the transaction, but if the cost relates to a Project, I then have to leave Smart Capture, find the newly created transaction, open it again and assign it to the Project separately. This creates an unnecessary additional step for every project-related cost.
I also find it frustrating that users have to raise Product Ideas and gather votes for functionality that already exists within another Xero product and should reasonably have been considered when designing its replacement/new workflow.
Please add Assign to Project to the Smart Document Capture review screen so that transactions can be properly and fully coded before they are created.
New features should make existing workflows easier and more efficient, not require additional steps to achieve something we could already do before.
Monica Rossi
shared this idea
Hi Monica, appreciate you raising this idea. The main request here is to have an Assign to Project field available in Smart Document Capture, so project-related costs can be allocated before the document is published.
I’ve moved this to Gaining Support so we can continue gathering feedback. Would you prefer to assign the whole bill to a project or select a project for individual line items?
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Monica Rossi
commented
Hi Anis,
In answer to your question, the assignment should be to select a project for individual line items NOT the whole bill. Thank you.