Reconciliation - Auto-match scanned receipts to bank transactions for easier reconciliation
Xero already scans invoices to create drafts, which is a huge time-saver.
Extending this capability to receipts would add even more value.
Specifically, if receipts sent to a Xero mailbox could be scanned and automatically matched to the right transaction, it would save significant manual effort, reduce errors, and streamline reconciliation. This small enhancement could have a big impact on efficiency for businesses handling large volumes of receipts.
Andrew Ball
shared this idea
Thanks for the feedback here, team! Great to have thi forward thinking and I'm pleased to share that this is exactly what we're releasing with our new smart document capture feature in Xero Files.
Currently available to UK organisations we will be rolling this out globally to all other regions soon so I'll keep you updated here 😊
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BKEEP Canada
commented
this is good!
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Andrew Ball
commented
Jerome - out of interest, what 3rd party app are you using?
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Jerome Pelletier
commented
Having the ability to scan receipts and assign them to a ledger based on the business that generated that receipt would be fabulous.
At the moment I'm using a third party app which scans and auto generate information such as business name, date and amount.
But having that function within XERO would remove an extra step.