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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

    2 votes

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    1 comment  ·  Contacts & files » Files  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Roger Leitch shared this idea  · 

  3. Smart document capture - Add tracking category when reviewing

    16 votes

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    2 comments  ·  Contacts & files » Files  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Roger Leitch shared this idea  ·