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4 results found

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

    39 votes

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

    Deenah Khan supported this idea  · 

  2. Quotes - Add CIS

    62 votes

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    31 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.


    Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

    Deenah Khan supported this idea  · 

  3. Files - Ability to split PDF to separate multi-page documents

    37 votes

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    4 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while this isn't something we have plans to develop for already imported files. We have introduced a new upload tool via mobile that may help some here.

    Via mobile, you can now upload multiple files as separate documents, or a single document - see more on this here

    If for example you had a PDF with multiple pages you could instead take photos of each page and upload these via your mobile device as separate documents.

    Deenah Khan supported this idea  · 

  4. Xero Documents | Smart document capture - Automatically populate tax rate when creating invoices

    27 votes

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    4 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for all the engagement within the community so far. The feedback here makes it clear that automatically picking up the tax rate from uploaded documents could be a useful improvement to the invoicing workflow.

    I’ve updated the status to Gaining Support so we can continue tracking the conversation. If there are particular scenarios you’d like this feature to handle, let us know below.

    Deenah Khan shared this idea  ·