Smart document capture - Ability to auto approve transactions to 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
Great to hear you;'re finding good use in our new Smart document capture 🙂
I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.
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Hannah Boccaccio
commented
Xero Files data capture should allow to choose to create the bill to awaiting payment as well as draft to save having to approve the invoice in puchases bills section.