Settings and activity
2 results found
-
240 votes
An error occurred while saving the comment 
David Benjamin
supported this idea
·
-
32 votes
Thanks for sharing your feedback on this idea, everyone.
We’ve recently introduced a feature that may help with some of the needs raised here, and we’d be really interested to hear whether it’s useful for your workflow.
Many organisations now have access to Smart Document Capture, with the rollout still continuing across regions. This feature allows you to upload files into Xero, review the extracted information, and create transactions from those documents, including spend and receive money transactions.
You may also find importing a pre-coded CSV bank statement helpful, particularly if your organisation doesn’t have a bank feed available.
To be transparent, we don’t currently have plans to support importing received payments. That said, we’d encourage you to try these features and let us know here how they work for you, and whether there are still gaps for your use case.
David Benjamin
supported this idea
·
This makes 100% sense to me, not sure why Xero had not implemented from the outset. In most cases a company will have an order number or reference as well as the supplier having an invoice number (and even a separate order number as well), all of which should be recordable and searchable independently.