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  1. Smart document capture - Add tracking category when reviewing

    32 votes

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    4 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    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.


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    Naomi Brewster commented  · 

    if the default tracking category is set in 'contacts' why can't the AI pick this up when preparing bills for review in documents.

    Also - similarly, if the Contact has a default 'bills due date', this should also be picked up in the documents data extraction phase.

    In essence, shouldn't the settings on the contact come into play for AI 'guessing' how to extract information?

  2. Projects | Bills assigned to a Project - Filter and search options

    26 votes

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    9 comments  ·  Projects & tracking » Projects  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!

    Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.

    It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for. 

    I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change. 

    We'll begin feeling out the community interest on the idea here, and can…

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    Naomi Brewster commented  · 

    I concur, this modification would make the 'bills not assigned to project' report so much more relevant. As it currently stands I have to spend a lot of time each month identifying problem transactions which includes having to verify visually transactions which are properly not allocated to a project.