Settings and activity
10 results found
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1 vote
Appreciate you noting you're already aware of the option with Smart document capture, Tegan.
While it's possible to upload multiple files at once on a bill through the web version, it's not currently through the Xero Accounting app. We'll start to gather the interest in this through your idea and we'll let you know if there are any updates for this planned.
Tegan Modra
shared this idea
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82 votesTegan Modra
supported this idea
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An error occurred while saving the comment -
5 votes
Hi team, we appreciate your feedback here and this has been shared back with the team.
They appreciate and recognise the difference between the older and new files experience.
While a change isn't in the immediate roadmap we will consider this improvement as we continue to build on the new experience. If there is any change planned around this I'll be sure to let you know here. Thanks
An error occurred while saving the comment Tegan Modra
commented
Please either have a Smart Document Capture disable/turn-off option for those of us that don't want to use it, or return to the old file inbox with option to preview and have Smart Document Capture as a drop-down option when selecting what to do with the file. Either way, I do not like Smart Document Capture and it has negatively impacted my workflow and increased the time and effort it takes me to process files in Xero.
Tegan Modra
supported this idea
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6 votes
Great to hear you're finding good use in the new Smart document capture feature, Luis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too. 🙂 We'll share if there are any plans made around this, here.
Tegan Modra
supported this idea
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5 votes
💥 Thanks for sharing this idea, Fran we can see how being able to select inventory items while creating a transaction in Smart Document Capture would help reduce double-handling and save time.
We’re moving this idea to Gaining Support so we can better understand how many customers would find this valuable. If this would improve your workflow, please add your vote and any extra detail on how you’d use it — that helps our product team assess community interest and shape future improvements..
Tegan Modra
supported this idea
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39 votes
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
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4 votes
Thanks for sharing your feedback on Smart Document Capture in Files.
We understand that, while Smart Document Capture can be useful, your main requirement is to be able to rename a file while viewing it. We appreciate how removing this option has made your workflow more difficult, especially when most of your documents are classified as “Other”.
We’ve reviewed your idea and moved it to Gaining Support so other customers can vote and share more detail about how this affects their workflow.
Tegan Modra
supported this idea
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An error occurred while saving the comment Tegan Modra
commented
I would also like a disable function - I use my xero file inbox for more than just a drop-place for straight forward invoices, bills and receipts and preferred the file preview option with drop-down to elect how to deal with the file (e.g. rename, delete, create bill, create invoice, archive etc) than the automatic smart document capture option that I now cannot turn-off.
I have found the smart document capture is ok for simple or straight-forward files but anything that requires some nuance, it has now doubled or tripled the time I spend on that file. The data extraction is often inaccurate and requires further checking and editing from me.
I agree with the a smart document capture disable option, or alternatively return to the previous file preview screen that was there before this beta was rolled out, and have smart document capture as an option in the dropdown menu from there for those that want to use it.
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6 votes
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
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41 votes
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
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29 votes
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
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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.
I agree when performing bill data entry directly through the xero app, not just hubdocs. You can now upload multiple files as one file into documents, but it would be great to be able to create a new bill and add multiple files/photos at the initial entry point rather than having to add one, then find the draft bill again to add subsequent files.