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  1. 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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