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  1. Xero Accounting app - Assign billable expense to Project when creating a transaction

    12 votes

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    submitted  ·  6 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Phil Vanier commented  · 

    I genuinely can’t believe this still
    isn’t a feature. We live in a world where we can build complete pieces of software in hours with AI tools and Xero can’t add a really simple feature. It’s pathetic.

    Phil Vanier supported this idea  · 

  2. Documents inbox - Attach to an existing transaction

    26 votes

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    9 comments  ·  Contacts & documents » Documents  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Phil Vanier commented  · 

    Wish this was a feature in Xero. Had it in quickbooks and just assumed it would be in Xero as well. Shame they're lagging behind on this one

    Phil Vanier supported this idea  ·