Settings and activity
7 results found
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10 votes
Appreciate you sharing this idea. We understand the request to prevent third-party transaction attachments from automatically appearing in Xero Files. An option to manage this behaviour could help reduce duplicate documents and keep the Files library easier to navigate.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like document syncing to work.
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Tinus Le Roux
supported this idea
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38 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.
Tinus Le Roux
supported this idea
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32 votes
Thanks for all the engagement within the community so far. The feedback here makes it clear that automatically picking up the tax rate from uploaded documents could be a useful improvement to the invoicing workflow.
I’ve updated the status to Gaining Support so we can continue tracking the conversation. If there are particular scenarios you’d like this feature to handle, let us know below.
Tinus Le Roux
supported this idea
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58 votes
Great to hear you;'re finding good use in our new Smart document capture 🙂
I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.
Tinus Le Roux
supported this idea
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7 votes
Great to hear you're finding good use in the new Smart document capture feature, Luis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too. 🙂 We'll share if there are any plans made around this, here.
Tinus Le Roux
supported this idea
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41 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
Tinus Le Roux
supported this idea
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58 votes
Hi team, we've made reviewing auto-reconciled transactions easier. Review reconciled is now the main review step, and you can filter by reconciliation method and see why each transaction was reconciled.
At this time there's no way to mark transactions as reviewed yet, so we'll continue gathering support for this here. Thanks
Tinus Le Roux
supported this idea
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The inbox are being flooded with email signatures and unwanted entries, which needs manual deleting, time spent from our side. Is there a way to bypass this?