Smart document capture - Add tracking category when reviewing
Provide a way for an uploaded document to be assigned to tracking categories.
Due to screen space I suggest an icon which opens a pop up selector.
Currently to assign a category to tracked items means re-opening and re-editing the transaction.
Roger Leitch
shared this idea
Hi everyone, appreciate all the engagement here by far.
We understand you’re looking for a way to apply tracking categories directly while reviewing documents uploaded into Xero, so transactions can be coded completely.
Having tracking options available earlier in the workflow could help reduce extra steps when managing expenses across different teams, projects, or locations.
We’ll continue to monitor the conversation and gather feedback from the community as this idea gains support.
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Bryony Stocks
commented
It would be useful to be able to add tracking categories to documents when processed via Xero Files smart capture
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Ephraim Chevern
commented
Add tracking categories to Smart Capture / Xero Files
Please add *tracking categories* to the Smart Capture / Files review screen.
At the moment, you cannot properly code a transaction if you cannot add the tracking category at the same time as the account and VAT.
For many Xero users, tracking is not optional. It is essential for property-by-property accounts, department reporting, branch or location reporting, project or fund reporting, cost centre reporting and meaningful management accounts.
Without tracking categories at the data capture stage, Smart Capture is only doing half the job. We still have to post the bill, open it again, add the tracking, and then check reporting later. That defeats the point of automated bill capture.
This should not need to be complicated. Even a simple manual dropdown in the capture screen using the existing Xero tracking categories would be a huge improvement. Supplier rules or smart suggestions could come later.
Dext and Hubdoc already allow tracking categories to be handled as part of document processing and publishing, so this is a clear gap in Xero’s own workflow.
Xero Smart Capture tracking categories
Xero Files tracking categories
add tracking to uploaded bills
tracking category on receipts
Xero bill capture tracking
Smart Capture missing trackingTracking categories need to be captured when the document is reviewed, not fixed afterwards.