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  1. 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 🙂

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    Ephraim Chevern commented  · 

    Add tracking categories to Smart Capture / Xero Files

    Please add *tracking categories* to the Smart Capture / Files review screen.

    At the moment, you cannot properly code a transaction if you cannot add the tracking category at the same time as the account and VAT.

    For many Xero users, tracking is not optional. It is essential for property-by-property accounts, department reporting, branch or location reporting, project or fund reporting, cost centre reporting and meaningful management accounts.

    Without tracking categories at the data capture stage, Smart Capture is only doing half the job. We still have to post the bill, open it again, add the tracking, and then check reporting later. That defeats the point of automated bill capture.

    This should not need to be complicated. Even a simple manual dropdown in the capture screen using the existing Xero tracking categories would be a huge improvement. Supplier rules or smart suggestions could come later.

    Dext and Hubdoc already allow tracking categories to be handled as part of document processing and publishing, so this is a clear gap in Xero’s own workflow.

    Xero Smart Capture tracking categories
    Xero Files tracking categories
    add tracking to uploaded bills
    tracking category on receipts
    Xero bill capture tracking
    Smart Capture missing tracking

    Tracking categories need to be captured when the document is reviewed, not fixed afterwards.

    Ephraim Chevern supported this idea  · 

  2. Hubdoc - Default coding of Document Type

    14 votes

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    submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Ephraim Chevern supported this idea  ·