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1 vote
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.
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Robert Mitchell
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24 votes
An error occurred while saving the comment Robert Mitchell
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22 votesRobert Mitchell
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34 votesRobert Mitchell
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4 votesRobert Mitchell
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24 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.
Robert Mitchell
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If I have access to the Client's Xero, I should have access to the HubDoc of the client as well, it's near impossible to get the client who isn't very tech savvy or a very busy office to set aside time to find who hasn't got access to which client's HubDoc despite having access to the Xero!