Bank Reconciliation - Upload receipts from other apps to reconcile with statement lines
The ability to match and upload receipts and invoices stored and analyzed on any number of different apps to simple bank transactions downloaded and categorized in xero based on the exact amount and the relative date only. Do this without the complication of further analysis in xero such as matching or paying bills.
Background and use case: For any business primarily downloading and categorizing expenses from various bank and cc accounts and not using xero to bill customers and create invoices.
Scott Lebus
shared this idea
Hi Scott, I know it's been a while since you first raised this idea however we're rolling out a new Smart Document Capture feature in Files that may accommodate your needs here.
It's currently only available to UK organisation but will be released to other regions over the coming months.
Smart Document capture will read your uploaded file to help you create and autofill fields of your transactions, including Receive and Spend money where you may not wanter enter as a Bill or Invoice. 🙂
