Settings and activity
3 results found
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40 votes
Hi everyone, appreciate all the engagement here by far.
We understand you’re looking for a way to apply tracking categories directly while reviewing documents uploaded into Xero, so transactions can be coded completely.
Having tracking options available earlier in the workflow could help reduce extra steps when managing expenses across different teams, projects, or locations.
We’ll continue to monitor the conversation and gather feedback from the community as this idea gains support.
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Katriona Richardson
supported this idea
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77 votes
An error occurred while saving the comment Katriona Richardson
commented
Could I add my voice to the request to be able to search for a particular document. I load a lot of invoices to Documents each month and often need to look for a particular invoice. A search function would be great.
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244 votesKatriona Richardson
supported this idea
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To have the ability to have a tracking category box similar to the VAT box at the document stage would be extremely useful and a time saver. I have invoices with multiple line items and to have to go down the invoice and manually select the category it is time consuming when each line relates to a single project. Hubdoc has it why can Documents in Xero not?