Settings and activity
6 results found
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1 vote
Hi Melanie, currently if you upload a file to your files inbox, our new Smart document capture will try review and auto create a suggested transaction for you.
When you review and view the file details you'll be able to select the document type and then change the Contact details. If the contact doesn't exist you can select to Create the contact which will open the modal for you to enter your new contact details on the fly.
Once you save the contact, you'll also be able to open the contact record in a separate tab of your browser.
Does this solve what you're after?
Melanie Burgess
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18 votesMelanie Burgess
supported this idea
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2 votes
Aaah perfect thanks for the confirmation and the screenshot, Jayne. Just wanted to make sure I understood correctly. 🙂
Being a relatively new feature this is still being developed and I've made sure to share your feedback on with the team. Can appreciate how you'd find this useful to add directly when reviewing the transactions from the Files inbox.
For now, you'll need to open the bill once Saved from within the Purchases section to assign the billable expenses.
We'll keep an eye on the interest this build here, and I'll make sure to share if there are any updates.
Melanie Burgess
supported this idea
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17 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.
Melanie Burgess
supported this idea
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84 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
Melanie Burgess
supported this idea
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92 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Melanie Burgess
supported this idea
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