Settings and activity
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10 votes
Thanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
Erin Doon
supported this idea
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26 votes
Hi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.
We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.
Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂
You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.
An error occurred while saving the comment An error occurred while saving the comment Erin Doon
commented
When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.
Erin Doon
supported this idea
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When uploading a receipt, Xero should recognise the information on the receipt and automatically find the bank transaction or ones similar to match with, like what Quickbooks does. It would make life a lot easier.