If you'd like to assign an inventory item to a transaction, you'll need to create the transaction first via Smart Document Capture. Once it'
If you'd like to assign an inventory item to a transaction, you'll need to create the transaction first via Smart Document Capture. Once it's been created, you can open it in Xero and edit to select the appropriate inventory item for each line using the Item field.
If having the Item column available within Smart Document Capture would improve your workflow, I'd encourage you to add this idea on Xero Product Ideas, as our Product team regularly reviews customer feedback when considering future enhancements.
Would be great idea if this could happen - too much time wasted in creating and then editing.
Fran Parker
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
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Fran Parker
commented
Just so you are aware - once you go to edit the bill and enter in the item code column, it wipes out the description details & amount that you have previously entered. Doubles the work that is required and becomes extremely frustrating. Not a good move for our application at all. I'm sure it suits others but not everyone.