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We totally agree with this .. we would find it alot more efficient to have the option to approve bills at the time of creation.

This is so needed! This current sending to drafts just interupts workflow and adds a completely unnecessary step to the process. This is one of the reasons I am reluctant to swap over to this. I also don't know why we have "Files" and Smart Document Capture" why isn't it called the same, this just confuses things, so I have cliets uploading straight to draft bills instead of via files on the app because again it is not clear which is correct, this means most of the automation process is missed. The whole system needs to be called the same thing and follow a logical path.

It would be extremely useful if Smart Document Capture gave users the option to choose the status of a transaction when clicking Create transaction, similar to the functionality available in Hubdoc.

For example:

Draft
Awaiting Approval
Awaiting Payment

At the moment, Smart Capture creates the transaction as a Draft regardless of whether it has already been fully reviewed and checked during the Smart Capture process. This means that, where the user is satisfied that all the information is correct, they then have to open or select the bill separately and approve it.

I wouldn't necessarily want transactions to be automatically approved. Rather, I would like the choice to decide the appropriate status at the point of creating the transaction.

This would retain the control of keeping transactions as Draft where further review is required, while allowing fully reviewed transactions to be created directly as Awaiting Approval or Awaiting Payment.

This would make Smart Capture much more efficient for bookkeepers processing a high volume of supplier documents and would bring the workflow more in line with the flexibility currently available in Hubdoc.

Agree, the extra step of having to approve each bill from draft status is counterproductive, it should at least be an option.

Came here to see if anyone had already raised this - agree with Ruby, this is one extra step that seems to be missing for me as well, and would be great if we can choose the status for bills. Not sure why we would need them to go into drafts if we have basically just created the draft. It would great if this is improved when rolled out as final update!

The other thing with it sitting in awaiting approval is that it is not picking up duplicates. I found this out this morning where several admin folk loaded the same bill into the files section and Xero did not pick up that the third one was a duplicate because the other two were sitting in awaiting approval. This is very unhelpful.

When creating a bill from a new file it appears the only option is to save to draft .. this is a double entry process that in many cases is unnecessary .. is there an option to save/approve the bill in the first step rather than saving to draft bill?

Morning Kelly,

I usually upload bills, with some being forwarded from my email. Once I've gone through the bills in Files I then go straight to Reconcile before realising that I haven't gone into the Bills section to approve them.

If I could approve the bills from the Files section that would be really handy.

Many thanks,

Diane

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.

allow bills created from the files inbox to be accepted on creation not moved to the draft folder where they need to be reviewed again

To be able to create an approved bill directly from the file inbox, rather than only being able to create a draft bill which then needs to be approved. These extra steps increase the time taken to create and approve bills and increases the risk of draft bills being missed.

I would really like the option to automatically approve bills when entered, rather than having to then go into the Bills section and change from draft to approved every time