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2 results found

  1. Smart Document Capture - Add a Search Function to Xero Documents

    It can be difficult to find a specific file when there are hundreds of documents stored in Xero Files.

    Add a search bar that lets users quickly search for files by:

    File name
    Supplier or customer name
    Invoice number
    Keyword
    Date
    Amount

    This would save time, improve efficiency, and make it much easier to find supporting documents during day-to-day bookkeeping and audits.

    19 votes

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    2 comments  ·  Documents  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for raising this with us, this was great Feedback. We are continually enhancing Xero and specifically the new Smart Doc Capture feature, so its great to hear what our customers want to see. The option for a search function in Files is something that our Product team is currently developing and we will round back to this idea and update you when this is is released.

  2. Documents inbox - Attach to an existing transaction

    From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.

    26 votes

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    9 comments  ·  Documents  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.

    We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.

    Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂

    You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.

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