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  1. Files - Allow file emails without attachments

    36 votes

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    15 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs here and apologies we've not engaged here before now.

    As we continue to explore ways to improve efficiencies for our customers this is an idea our team are aware of and will consider in future improvements.

    We have recently introduced Smart Document Capture, powered by AI that extracts data from files uploaded to your Inbox to help you create transactions in your organisation.

    Coupled with this, we've also released the ability to upload multiple documents from your mobile. Meaning you can take photos of invoices you've received via email and easily upload these through your mobile, which Xero will then analyse and help you create transactions from.

    We appreciate this isn't a direct solve for this idea but may bridge the gap for some here.

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    Jeff Gullickson commented  · 

    I was excited to start using SmartDoc after attending XeroCon but the functionality and operational ease for my clients has to be the same or better than HubDoc. Most receipts these days including Uber and most meals come as an email receipt with no attachment. My clients need to ability to forward an email receipt to SmartDoc to make it a better alternative to HubDoc. Thanks!

  2. Bank Statements - Ability to download bank statements from the bank feed

    16 votes

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    3 comments  ·  Banking & chart of accounts » Bank accounts  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?

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    Jeff Gullickson commented  · 

    We pull monthly bank statements from client's bank website to ensure that bank feed has been imported correctly. HubDoc used to do this automatically and that was amazing. Now we spend several hours a month manually pulling and relabeling statement. There are products like Dext that will use Plaid to pull statements. Since Xero has bank access with Plaid, it would be great to keep it all in house and have Xero pull statements into the new Xero Files.

    Jeff Gullickson supported this idea  ·