Smart Document Capture - Ability to add inventory items while creating transactions
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 sharing this idea, Fran we can see how being able to select inventory items while creating a transaction in Smart Document Capture would help reduce double-handling and save time.
We’re moving this idea to Gaining Support so we can better understand how many customers would find this valuable. If this would improve your workflow, please add your vote and any extra detail on how you’d use it — that helps our product team assess community interest and shape future improvements..
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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.
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Leanne McMinn
commented
I like the new way we can generate a transaction from within Files.
However, for those of us who use Items, this option is not available. Is this on the radar to be included?