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2 results found

  1. Invoices - Add attention to when adding a new contact

    When I enter an invoice for a new client, I think it would be a good idea for the ATTENTION TO field be set up so that it adds that field automatically into the saved contacts. When the invoice is finished and I preview it, I have to retype (or repaste) the client's name. It would be nice to not have to create a new contact with all the fields filled out and then make an invoice. In short, change ATTENTION TO field in the invoice entry to CUSTOMER FIRST and CUSTOMER LAST AND then link those two fields to…

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    0 comments  ·  Contact  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi John, appreciate you sharing feedback here. I'm pleased to share this is already possible - When adding a new contact to an invoice if you click the 'Edit all address fields' option to the right of the Delivery or Billing address this'll open all fields of the address so you can add the Attention to and save this against the contacts record 😊

  2. Smart Document Capture - Enable document auto-matching for repeating bills in Draft

    I would love the ability for the smart documents to look at repeating bills, in particular the one's that have dropped into draft. This would help with saving a lot of time. The current way of using smart docs is to only create a new bill.

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    0 comments  ·  Documents  ·  Admin →
    Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Belinda, I wanted to circle back and confirm that Smart Document Capture’s auto-match feature already checks new uploads against existing transactions in Xero, including bills. If a match is found, the file is automatically attached to the transaction.

    Auto-match only runs on new uploads and doesn’t recheck files already in your inbox or archive.

    You can learn more in our Smart Document Capture guide.

    Thanks again for sharing your feedback!

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