Skip to content
← Contacts & documents

Enter your idea

Contacts & documents: Documents

Categories

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.

3 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Barbara Bowser shared this idea  ·   ·  Report…  ·  Admin →
Feedback  ·  AdminDavina Roper (Admin, Xero) responded  · 

Thanks for getting back to us with the detailed steps of your current process using the Smart Document Capture, it was very helpful. There are a few things you can do to make this process better in regards to 'seeing' the tiny text in the preview window.

You can:

  • Close the sidebar so you only have the one document in the preview window and you do this by clicking the 3 horizontal lines in the top left corner
  • Zoom or use Page to Fit option
  • Widen the center document section by hovering you curser over the right side border and sliding right (I've attached a screenshots to show this).

However the error message you are getting when trying to open the document needs to be looked into as this is not behaving as expected. Can you please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you and raise this with the Product team so they can look into it.


Show previous admin responses (3)
Comments are closed An error occurred while saving the comment
  • Barbara Bowser commented  ·   ·  Report

    Step 1: go into Accounting/Documents to find the list of documents the client uploaded (Screenshot 1)

    Step 2: Click on a document in the list & new window opens (Screenshot 2).

    This screen essentially has three column-like sections: a. a list of truncated document names, b. a double screen view of the document you opened and c. a shrunken version of the bill input screen. The double view of the document is teeny, even if it was a single view of one page, the type is unreadably small.

    When you click the icon to open new screen of document image (Scrnsht 3)

    A window opens saying the file is not found (Scrnsht 4), every single time.

    Yes, I can download the image, and then open it in Adobe and then open our Xero draft bill to do input.

    Until this smart document capture was added to the Xero software, I was able to click on a document in the document/files list and it would OPEN as a full screen image (which was larger than 2-3 pt font) and I could then add the data into a Xero bill. We do not use AI for bill input and would prefer to continue with our current process.

  • Barbara Bowser commented  ·   ·  Report

    @ Gemma Clark - This is an excellent point! The first step of the file upload for my clients & I is to "print to pdf" any bill/invoice that they are uploading, specifically so we don't bump into this issue with the embedded images becoming additional items in the inbox. We cleared up some of the noise, however, the it makes the print so tiny I can't read it. I am working on larger sized monitor too.

    And now, with the Smart Document Capture, I have to download the images my clients have uploaded, possibly due to the shrink factor of having to print the image to a pdf prior to sending it to the inbox for me to access it.

  • Gemma Clark commented  ·   ·  Report

    I was unable to find any discussions on the Smart Document Capture function, this was the nearest I could find to add additional issues.

    When bills are forwarded to Xero via the 'email to documents inbox' option, we are finding that the function also captures the images embedded in the the email, this creates a lot of noise within inbox.

    I have done some research and found this is a known limitation with Xero Smart Document Capture's email-in workflow, and that other Xero users have reported exactly the same 'behaviour: logos, social-media icons and other images embedded in an email signature are being treated as separate documents', which can turn one invoice email into numerous items requiring review.

    Is there any fixes that are due to be implemented to prevent this happening going forward?

    I was hoping to start using the Xero function however, with the noise it is creating I think I am going to stick with Dext as their software has it pretty much figured out.