Settings and activity
7 results found
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10 votes
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Keith Betton
supported this idea
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1 vote
Hi Keith, thanks for sharing your feedback. We can understand why you'd like contact defaults to automatically apply when creating bills from uploaded files.
At the moment, bills created from uploaded files don't automatically inherit all of the defaults saved against a contact. This means there can be some additional review and manual coding required before the bill is approved.
For now, you'll still be able to apply these details manually when reviewing the bill, and some customers may find tools like Hubdoc helpful for streamlining parts of their document processing workflow.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and understanding how this could improve your accounts payable workflows.
Keith Betton
shared this idea
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8 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.
An error occurred while saving the comment Keith Betton
commented
allow bills created from the files inbox to be accepted on creation not moved to the draft folder where they need to be reviewed again
Keith Betton
supported this idea
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29 votes
Thanks for sharing your idea Chris and everyone who is voted/commented.
We've reviewed the idea and now it's up to the community to get behind and support it. Make sure you share the idea with any colleagues that this could benefit so they can add their vote too! Cheers
Keith Betton
supported this idea
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95 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Keith Betton
supported this idea
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106 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Keith Betton
supported this idea
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310 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment Keith Betton
commented
I agree, I really can't believe this is not already a feature! How difficult can it be for the system to work out that a bill with a negative value is actually a credit note, this seems like a very basic feature to be missing & relativley easy to implement the feature.
Allow simple editing of the photo of a bill taken in the Xero app when creating a new bill (draft bill or file \inbox).
Primarily the ability to crop the image, but ideally some simple AI processing to straighten the bill, crop the borders & perhaps optimise the contrast & brightness