Smart Document Capture – Assign transaction to a Project”.
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
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂