smart capture create transaction awaiting payment
The new Smart Capture feature in Xero Files is a great step forward, but one key limitation is currently preventing us from fully moving away from Hubdoc.
At the moment, when Smart Capture creates a bill, it can only be published as a draft. There doesn’t appear to be any option to choose the bill status during the creation process.
In Hubdoc, we can choose the status before publishing, for example:
• Draft
• Awaiting Approval
• Awaiting Payment
This is extremely useful for workflow management and automation.
With Smart Capture in Xero Files, every bill has to be manually located afterwards and individually approved or moved to the correct status. This adds unnecessary admin time, especially when processing large volumes of supplier invoices.
It would be incredibly helpful if Smart Capture allowed users to select the bill status before publishing, similar to Hubdoc. This would make Xero Files a much more viable replacement for Hubdoc and create a far smoother accounts workflow.
Ruby Lessels
shared this idea
Thanks 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. 🙂