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  1. Xero Files - Rename files once they are attached

    32 votes

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    submitted  ·  8 comments  ·  Contacts & files » Files  ·  Admin →
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    Roger Leitch commented  · 

    Hubdocs does this - it extracts the Supplier, date and amount and saves an uploaded document using these values as the file name.

    When reviewing a document in Xero, it would be helpful to have a optional tick box, to Automatically rename files.
    e.g. when you click Create Transaction it is renamed when it gets saved to a folder.

    Roger Leitch supported this idea  · 

  2. Smart document capture - Defaults when reviewing files

    1 vote

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    0 comments  ·  Contacts & files » Files  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Roger Leitch shared this idea  · 

  3. Smart document capture - Add tracking category when reviewing

    8 votes

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    1 comment  ·  Contacts & files » Files  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Roger Leitch shared this idea  ·