Skip to content
← Share and support customer ideas for Xero

Settings and activity

5 results found

  1. Smart Document Capture - add credit note to drop down for document type

    1 vote

    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

    0 comments  ·  Contacts & files » Files  ·  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
    submitted  ·  System responded

    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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Tegan Modra shared this idea  · 

  2. Files - Option to skip review step

    4 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

    1 comment  ·  Contacts & files » Files  ·  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
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Julie, thanks for sharing this idea. We understand that having more control over how documents move through Files would help make document management workflows smoother.

    The suggestion is to add an option to bypass or disable the Smart Document Capture review process, so documents can be stored directly without needing manual review.

    We’ve moved this to Gaining Support so we can continue to track interest.


    Tegan Modra supported this idea  · 

  3. Files - Suggestion for thumbnail previews in Files Inbox

    33 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

    4 comments  ·  Contacts & files » Files  ·  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
    Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

    Thanks, Carol for submitting your idea.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Tegan Modra supported this idea  · 

  4. Smart document capture - Add tracking category when reviewing

    21 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

    3 comments  ·  Contacts & files » Files  ·  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
    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.


    Tegan Modra supported this idea  · 
    An error occurred while saving the comment
    Tegan Modra commented  · 

    Further to this, it would be useful to have the option to add a new tracking category, not just select from those already existing.

  5. Smart document capture - Ability to auto approve transactions to awaiting payment

    11 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

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

    Great to hear you;'re finding good use in our new Smart document capture 🙂

    I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.

    Tegan Modra supported this idea  ·