Files - Quickly add new contacts directly from Files uploads
Currently if a file is uploaded for a Contact that doesn't exist in Xero, we have to open a new tab to manually add the Contact. Could a button or hyperlink be added to the transaction screen in the File section that will open a new page or pop up to add the Contact? This will reduce clicks and increase efficiency. Bonus if we can "quick add" where just the Contact name is added by clicking a button in File. Another bonus if the Contact add screen autopopulates as much info from the File that it can (vendor or customer name, address, etc.).
Melanie Burgess
shared this idea
Hi Melanie, currently if you upload a file to your files inbox, our new Smart document capture will try review and auto create a suggested transaction for you.
When you review and view the file details you'll be able to select the document type and then change the Contact details. If the contact doesn't exist you can select to Create the contact which will open the modal for you to enter your new contact details on the fly.
Once you save the contact, you'll also be able to open the contact record in a separate tab of your browser.
Does this solve what you're after?
