Settings and activity
3 results found
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32 votes
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Roger Leitch
supported this idea
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2 votes
Hi Roger, appreciate you sharing your workflows here.
We understand you’re looking for Smart Document Capture to remember your usual settings, like contacts, accounts, and tax details, when reviewing similar documents in Xero.
Having these defaults available during review could help make recurring document processing quicker and reduce manual updates.
We’ll continue to follow the discussion and capture feedback from the community as this idea progresses.
Roger Leitch
shared this idea
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16 votes
Hi everyone, appreciate all the engagement here by far.
We understand you’re looking for a way to apply tracking categories directly while reviewing documents uploaded into Xero, so transactions can be coded completely.
Having tracking options available earlier in the workflow could help reduce extra steps when managing expenses across different teams, projects, or locations.
We’ll continue to monitor the conversation and gather feedback from the community as this idea gains support.
Roger Leitch
shared this idea
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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.