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  1. Documents - Drag & drop a file to attach to a transaction

    21 votes

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    submitted  ·  4 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Joanne Smith commented  · 

    I have just moved over to Xero from Quickbooks and finding this to be a significant disadvantage of Xero because in Quickbooks I could easily drag a picture or document from an email directly onto the bank transaction without having to save it or drag it into Documents first. Please Xero incorporate this simple feature onto your bank reconciliation page to save users so much time having to save documents first and then search for them to upload them.

    Joanne Smith supported this idea  · 

  2. Hubdoc - Allocate to any bank account

    17 votes

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    submitted  ·  2 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Joanne Smith commented  · 

    I am also finding it very difficult to use Hubdoc and Smart Document Capture becuase of this reason, the client nor I usually know which bank account the receipt related to so does not match up to the bank transaction, resulting in having to delete the receipt and process it again from scratch

    Joanne Smith supported this idea  ·