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  1. Smart document capture - Ability to auto approve transactions to awaiting payment

    5 votes

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    3 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Hannah Boccaccio commented  · 

    Xero Files data capture should allow to choose to create the bill to awaiting payment as well as draft to save having to approve the invoice in puchases bills section.

    Hannah Boccaccio supported this idea  · 

  2. Smart document capture - Defaults when reviewing files

    2 votes

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    1 comment  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Roger, appreciate you sharing your workflows here.

    We understand you’re looking for Smart Document Capture to remember your usual settings, like contacts, accounts, and tax details, when reviewing similar documents in Xero.

    Having these defaults available during review could help make recurring document processing quicker and reduce manual updates.

    We’ll continue to follow the discussion and capture feedback from the community as this idea progresses.


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    Hannah Boccaccio commented  · 

    Xero Files data capture for it to pre-populate the vat rate with the last rate used for the supplier invoice like Hubdoc does

    Hannah Boccaccio supported this idea  ·