Contacts - Bills | Upload Bills available in contact record
Can you also add "Upload Bills" under the contact? When a bill comes in, I check to see if it's already in entered by looking at the contact. If not, I go to enter in the bill there and it only provides the manual option. Can you add it to the dropdown under the contact too please?
Veronica Machon
shared this idea
Coming back to your idea her we'd like to let you know of a new feature within Files that meets your needs here, Veronica.
From viewing a contact if a bill needs to be entered you can click on the '+' icon in the blue navigation banner and select Document upload.
This will direct you to you file inbox where you can drag & drop your file. Xero's Smart document capture will then analyse this, helping to create and autofill details of your transactions for your to review and approve. 😊
