83 results found
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Smart Doc Capture - Add last items Bills
Files - Smart Document Capture - Add last items option
One thing missing when creating a bill from the new files experience seems to be the option to add last items which is available from the bills section. Including this option as well as the other suggestions regarding default account and tax rates pulling from the supplier contact would increase my usage of this new feature.3 votesHi Tara, thanks for sharing this idea with us!
We’ve captured your suggestion and moved this to Gaining Support, so it’s now open for community support. Others can vote and add context about how this would help them.
Your input helps our teams understand how this could improve everyday workflows. Thanks again for taking the time to let us know what would help. 💙
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Documents - Suggestion for thumbnail previews in Files Inbox
It would be great to look down the list of files in the Xero Files inbox and see a thumbnail image of what the PDF is, so that non-relevant ones or replicas can be deleted in bulk.
When files are forwarded, often the attachment is loaded to the inbox along with multiple other files which turn out to be logos from the email signature, and it is time-consuming to have to open every file to find out whether it is relevant or not, and delete individually.
43 votesThanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Documents inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
28 votesHi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.
We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.
Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂
You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.
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Smart Document Capture - Pick up Card number
Smart Document Capture
To pickup the last 4 digits of a credit or debit card on the receipt, and learning which card that is.
That’s going to save a lot of time reviewing which card it was spent on.3 votesHey Kirk, thanks for raising this idea with us, we appreciate the time taken to do so. This idea is now open to votes and comments from the community. You can share this with others so they can share their experiences around how this could improve their processes. We will post any updates for this idea here.
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Smart document capture - Ability to set automatic archive folders
Smart Document Capture is currently a backwards step from Hubdoc. You cant get it to set bills to 'awaiting payment', and the archive is just an unstructured dumping zone. Hubdoc isn't great but at least you could promote docs automatically to 'awaiting payment' (something I need with 1000 docs awaiting payment), and get it to intelligently create folders inside archive with the supplier name in it. Smart Document Capture is a regressive move you are currently 'proud' of. I suggest you don't release software until it has at least got the capabilities that existing tools already have. Disappointed of Ireland.
2 votesSorry to hear your disappointment with Smart document captures current capabilities, Mark. This is a feature we're continuing to develop so your feedback here is highly valuable to our teams.
I've slightly updated the title to just reflect your first idea and have added your vote to this existing one for being able to automatically approve transactions.
You'll be notified if we have updates surrounding either of these features.
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Smart Document capture -unit cost inaccurate
Smart Document capture - add a decimal place to the unit cost default, or enable the system to recognise prices per 1000 on supplier invoices, at the moment taking a price per 1000 doesnt calculate correctly as it rounds up.
2 votesHi 👋 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 🙂
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Smart document capture - Defaults when reviewing files
Most of our receipt uploads are treated as spend money, using our main bank account.
Every time I review a receipt I have to select the document / transaction type and the bank account used.
Having a default with the option to change it would be good, or simply remember the last used values.5 votesHi Roger, appreciate you sharing your workflows here.
We understand you’re looking for Smart Document Capture to remember your usual settings, like contacts, accounts, and tax details, when reviewing similar documents in Xero.
Having these defaults available during review could help make recurring document processing quicker and reduce manual updates.
We’ll continue to follow the discussion and capture feedback from the community as this idea progresses.
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Documents - Option to retain original files in the file library inbox after attaching to transactions
Have an option to keep a file in the library such as Term & Conditions to add to Quotes or have a default Terms section instead of an empty box.
3 votesHi Shannon, appreciate your sharing here. We can understand why retaining files in the File Library Inbox after they're attached would be useful for some workflows.
I've updated the idea to Gaining Support while we gather more feedback.
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Smart Document capture - Option to skip review step
There is a new feature in files called Review, is there a way to remove it as it is something our company will never use and it gets in the way.
6 votesHi Julie, thanks for sharing this idea. We understand that having more control over how documents move through Files would help make document management workflows smoother.
The suggestion is to add an option to bypass or disable the Smart Document Capture review process, so documents can be stored directly without needing manual review.
We’ve moved this to Gaining Support so we can continue to track interest.
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Documents - be able to undo a created transaction and send it back to documents for correction
Be able to undo a created transaction and send it back to documents for correction, or alternatively, be able to change the bank account that the transaction was posted to. Currently the only option is to remove and redo, then recreate the transaction (which also means you have to download, then re upload the document)
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to link Purchase Orders to uploaded Bills in Documents
The ability to upload Bills into Documents and for Xero to extract the relevant information is great.
To take this further it would be great if there was the ability to link uploaded Bills to approved Purchase Order already in Xero. Ideally the matching would be carried out by Jax, which could use the Purchase Order to assist in the secection of Nominal Accounts, Sales Tax etc.
However even to have the ability to manually link a Purchase Order to an Uploaded Bill and therefore mark the PO as Billed would be a good start.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Documents | Archive - Filter by documents not in a folder
In the document archive be able to view documents not allocated to a folder, in addition to all docs archived. This makes it easy to view docs you want to allocate to a folder. Also ability to search the archive.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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I have found it very easy to accidentally delete supplier documents, such as supplier information for CIS, etc , because the view and delete
Feature Request – Add Confirmation Prompt Before Deleting Documents
I have found it very easy to accidentally delete supplier documents, such as supplier information for CIS, etc , because the view and delete buttons are close together and there is no confirmation prompt. Once deleted, these documents cannot be retrieved, which is very frustrating and could lead to loss of important information. I would like to request that Xero add a confirmation step before deleting any document to help prevent accidental deletions. Would also help if the view and delete buttons are NOT together
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add Bank Account.
Being able to add Bank Account when the option to add a new contact pops up when loading and coding from the documents function.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Documents - Add conversation thread directly within Documents receipt review for client follow-up
Please add the ability to message a client directly from a receipt or bill in Documents.
When reviewing documents, we often need to ask for missing details or clarification. Right now, we have to switch to another tool or workflow, which is slower and separates the conversation from the document.
It would be much better if we could:
- send a question from the document itself
- keep all replies attached to that same document
- let clients upload extra information directly against the document
- see a clear history of the conversation during reviewThis would make client follow-up…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPH - Add a column or notification to view new client file uploads across all organizations
I have many clients so it is time consuming to go to each client organisation and into Files just to check whether there are new uploads. It would be great to have a dashboard in Xero HQ that showed how many items were in a clients Xero Files inbox. Or at least get notified when a client has uploaded to the Files inbox.
4 votesHi everyone, thanks for taking the time to share this.
We understand you’re looking for a central way to see when clients upload new documents, such as a notification or status indicator within the partner dashboard.
Having a clearer view of new uploads could make it easier for practices to manage client tasks and follow up on outstanding items.
We’ll continue to track feedback and interest from the community for this idea.
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Split pdf
Auto splitting pdf's or zip files hat contain multiple invoices within the file. Hubdoc, Datamolino and other systems have already implemented this and using a third party software slows the process down when having to deal with clients who have scanned and forwarded multiple invoices/receipts in one file.
The current idea of having to manually split the pdf by using 'print to pdf' or using an entirely different third party software is seeming tedious for such a simple yet timely task. If an autosplit per invoice system was introduced into the 'Documents' section I feel this would greatly benefit not…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Documents - Support xlsm (Excel Macro-enabled Workbook)
I have to attach and include my back up when sending invoices.
Some of the back up is in .xlsm format (Excel Macro-enabled Workbook).Currently Xero won't allow attaching these: "File type isn't supported. Update it, then try again."
So I have to open and resave each document before I can attach, which is an unnecessary extra step in the process. It would be much more efficient to be able to attach the original document.
3 votesThanks so much for taking the time to share this idea 🌟
While we don’t currently support this file type, we can see why you’d like the ability to attach it in its original format.
We’re moving your idea to Gaining Support so we can gauge community interest and better understand how many customers would find this helpful in their invoicing workflow.
If others would benefit from this too, we’d encourage them to add their vote and share a little more about how they use these files, as that context can be really helpful for our team.
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Documents - Option to sort files by 'Associated with'
To activate the option to be able to sort files by ASSOCIATED WITH in addition to SIZE and UPLOADED. The enormous amount of files now sitting in Archive must have all three columns active to give us an option to locate our files ASAP.
11 votesThanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
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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…
1 voteHi 👋 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 🙂
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