Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Documents inbox - Attach to an existing transaction

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    9 comments  ·  Contacts & documents » Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.

    We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.

    Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂

    You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.

    An error occurred while saving the comment
    Michelle Bailey commented  · 

    I need to provide a document for an unreconciled transaction for my bookkeeper. I have to provide it outside the Xero platform as I can't attach a file to a transaction. Why? This is so strange that I can only attach a file when reconciling or creating a NEW transaction. The transaction is from a bank feed, requires specific details as it is not a basic straightforward transaction, but the only info I can add to the transaction is in a text box to "discuss" it. If I could simply attached the required document then my bookkeeper could continue with reconciling and not have to email me and I reply via email with an attachment. Clearly this was not designed by someone that uses Xero with more than 1 person in the organisation, with different job functionalities. Not user friendly at all.

    Michelle Bailey supported this idea  · 

  2. Notifications - Alert when an invoice has been paid

    205 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    100 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for feeding back about how a paid-invoice notification could reduce manual checking and follow-ups, as well as help you move orders forward once payment is received.

    Our teams have done some initial discovery and are looking more broadly at our notifications framework across Xero.

    To be transparent here - a notification specifically for when an invoice is paid isn’t in our near term plans at this stage, but we’ll share an update if there’s meaningful progress as notifications continue to evolve.

    Michelle Bailey supported this idea  ·