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  1. Files - Option to skip review step

    4 votes

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

    Hi Julie, thanks for sharing this idea. We understand that having more control over how documents move through Files would help make document management workflows smoother.

    The suggestion is to add an option to bypass or disable the Smart Document Capture review process, so documents can be stored directly without needing manual review.

    We’ve moved this to Gaining Support so we can continue to track interest.


    Julie Pilgrim shared this idea  · 

  2. Bill Payments - Schedule an email remittance advice for a future bill payment

    53 votes

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    submitted  ·  15 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Julie Pilgrim supported this idea  ·