Contacts & documents

6 results found

1. Smart Document Capture - Ability to turn it off

   Can you allow the option to turn off the smart document capture? At present, we have draft bills that we use to add data into and when that "smart document capture" opens, I can no longer read the tiny print on the attachments without downloading them. So at this point, it is actually adding time for us because we have to download & manage the data outside of Xero vs being able to do it all within Xero prior to this feature being added. At some point we will likely look at this feature, but we can't do that immediately. In the interim, we are forced to do extra work outside of this process.

   Can you allow the option to turn off the smart document capture? At present, we have draft bills that we use to add data into and when that "smart document capture" opens, I can no longer read the tiny print on the attachments without downloading them. So at this point, it is actually adding time for us because we have to download & manage the data outside of Xero vs being able to do it all within Xero prior to this feature being added. At some point we will likely look at this feature, but we can't do that immediately.… more

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   2 comments  ·  Documents  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. hubdoc

   Allow Hubdoc documents to be edited and republished after being published incorrectly

   Hubdoc needs a simple way to correct a document that has been published incorrectly, without requiring the user to take another photo or upload the document again.

   For example, I recently photographed a supplier return/refund receipt in Hubdoc. It was accidentally published to Xero as Spend Money, when it should have been published as a Credit Note / AP Credit.

   Once a document has been published, Hubdoc appears to lock it to that original transaction. Even if the incorrect transaction is deleted in Xero, attempting to change the document type and republish it can result in duplicate-document or validation errors.

   The current workaround of taking another photo of the original document is not practical. One of the main reasons for using Hubdoc is so that a business can photograph a paper receipt and then dispose of the physical copy. By the time the publishing error is discovered, the original receipt may no longer exist.

   Suggested improvement:

   Allow users to select an already-published Hubdoc document and choose something like "Correct and Republish" or "Unpublish from Xero." This should:

   Retain the original scanned image in Hubdoc.
   Allow the document type to be corrected, for example from Spend Money to Credit Note.
   Allow the incorrect Xero transaction to be removed or disconnected.
   Allow the same original document/image to then be republished correctly.
   Avoid duplicate-document and validation errors caused by correcting a genuine publishing mistake.

   Hubdoc is supposed to be the permanent digital record of the original document. Users should not need to physically possess and photograph the document again simply because the wrong publishing option was selected.

   This would make correcting genuine bookkeeping mistakes significantly easier and would make Hubdoc much more practical as a paperless document-management system.

   Allow Hubdoc documents to be edited and republished after being published incorrectly

   Hubdoc needs a simple way to correct a document that has been published incorrectly, without requiring the user to take another photo or upload the document again.

   For example, I recently photographed a supplier return/refund receipt in Hubdoc. It was accidentally published to Xero as Spend Money, when it should have been published as a Credit Note / AP Credit.

   Once a document has been published, Hubdoc appears to lock it to that original transaction. Even if the incorrect transaction is deleted in Xero, attempting to change the… more

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   0 comments  ·  Hubdoc  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

3. show a count

   Show Document count in Tasks Widget.

   Now that Files has been renamed to Documents and moved to the Accounting tab, an enhancement is alerting the user of how many documents need handling. The ideal place for this would be in the Tasks Widget.

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   0 comments  ·  Documents  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

4. Ability to Read Email Content

   Email forwarding to Xero Documents (formerly Xero Files) does not currently capture receipts or invoices embedded within the body of an email. HubDoc is able to do this, and this gap is one of the main reasons I haven't been able to move clients fully to Xero Documents and away from HubDoc.

   There is also an issue with setting up automated forwarding from Gmail. Google requires an authorization code to be sent to the forwarding email address before forwarding can be enabled. Because Xero Documents cannot receive or display the email itself, there is no practical way to retrieve that authorization code, making Gmail forwarding impossible to set up.

   Many of my clients rely on automated email forwarding from vendors for receipts and invoices. When those emails are forwarded to Xero Documents, I may receive the attachment but cannot see the original email content. This creates a major workflow problem, especially when the email itself contains important transaction details.

   If a client forwards something directly and the receipt or invoice is embedded in the email rather than attached, I may have no way to determine what they attempted to send. That then requires additional back-and-forth with the client and, in many cases, manually uploading the document instead.

   Improving Xero Documents so it can receive and preserve the full contents of forwarded emails—including embedded receipts, invoices, and authorization emails—would make it a much more viable replacement for HubDoc.

   Email forwarding to Xero Documents (formerly Xero Files) does not currently capture receipts or invoices embedded within the body of an email. HubDoc is able to do this, and this gap is one of the main reasons I haven't been able to move clients fully to Xero Documents and away from HubDoc.

   There is also an issue with setting up automated forwarding from Gmail. Google requires an authorization code to be sent to the forwarding email address before forwarding can be enabled. Because Xero Documents cannot receive or display the email itself, there is no practical way to retrieve that… more

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   0 comments  ·  Documents  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

5. Adding a Statement TAB to Contacts

   Dear Xero Team,

   It would be very helpful to have a separate "Statement" tab for each contact to upload statements received from suppliers or contractors for accounts payable.

   I recommend adding this tab under the existing Contacts section, alongside the current tabs for Bills, Purchase Orders, Receive Money, and Spend Money.

   Kind regards,

   Marilie Lessing

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   0 comments  ·  Contact  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Currently, it's possible to upload files to a Contact record, Merillie. It sounds like this may be a suitable place to be able to upload your statements received?

6. Documents - PDF Text Edit Option

   There is this "Add Text" option on the document view in the Files Section. But there does not seem to be any was to save a Text you add on the File. Then what does this menu actually intend to? If you have the option to save the Text, any additional comment could be made on the document.

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   1 comment  ·  Documents  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Matthew, just trying to better understand your post here, can you share where you're seeing the 'Add Text' option on an uploaded file?