New Documents/Files - ability to set Document Type correctly, including Supplier Statements
The new Files/Documents section has a new functionality for "File Details". This includes Document Type, with a limited menu of types. Most of our invoices etc are attached to the relevant transactions. Our supplier statements don't have a transaction to be attached to so we have always filed them in Files under a separate folder. This allows us to check our records to the supplier records to ensure we have all of their bills on hand. There is no Document Type for Statements. Please enable this as an option and allow the ability for it to be recognised as a Statement.
Jo Russell
shared this idea
Hiya Jo, so just to double check what you're asking here - Are you asking to be able to auto classify supplier statements to a specific documents folder and bypass the Smart document capture?
I want to be open that this isn't something we have plans for at present but if we can clarify your idea a little more here we can get a wider sense of the community interest and the team can consider as they continue to improve Documents in Xero. Thanks
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Jo Russell
commented
Hi Kelly, No, I don't want anything automated. What I need is a Document Type of "Supplier Statement" available.
When receiving a monthly statement from Suppliers, none of the available options in the drop-down menu are relevant. See screenshot.
