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  1. Documents inbox - Attach to an existing transaction

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    9 comments  ·  Contacts & documents » Documents  ·  Admin →
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    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.

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    Daniel Thone commented  · 

    Thought this was already a feature. When you have so many recipes to consolidate, it’s a feature that definitely changes how you choose your accounting software. Should be up and running

    Daniel Thone supported this idea  ·