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38 votes
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Raymond Golugwa
commented
Extracting invoice description from PDF invoices when uploading multiple invoices in pdf format. I have more than 100 invoices in pdf format, If you have more than 100 invoices in pdf with different invoices descriptions and want the draft entries in xero to have the actual original description from the pdf invoice. Hubdoc would be required to be developed with this feature and go extra mile than producing description based on historical data extraction of similar documents. Sometime machine learning based on history would result top wrong output, so data extraction by machine reading on PDF is more correct.
Raymond Golugwa
supported this idea
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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Raymond Golugwa
supported this idea
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337 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Raymond Golugwa
supported this idea
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This is very critical, and would make shift for Hubdoc, as accuracy of invoice description are most important when posting an entry. Uploading hundreds of documents in Hubdoc and visit one by one uploaded entry in Xero to manually change the incorrect description provided by machine learning is hectic and cumbersome