Settings and activity
5 results found
-
20 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you Nicola.
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.
An error occurred while saving the comment 
Ernesta Vaidotaite
supported this idea
·
-
5 votes
Hi Nerida, just to check how are you getting. your bills into Xero? e.g are you using Smart document capture, Upload bills or Email to bills?
This'll help ensure I get your feedback to the right team.
Ernesta Vaidotaite
supported this idea
·
-
40 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.
Ernesta Vaidotaite
supported this idea
·
-
50 votes
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.
Ernesta Vaidotaite
supported this idea
·
-
60 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.
Ernesta Vaidotaite
supported this idea
·
If you are required to upgrade package to use multi-currency then the documents feature should support your multi currency Xero package.
For clients in tech, or clients with heavy tech stack subscriptions, there are numerous US suppliers and invoices in USD. The document feature is looking very promising, but we're not ready to consider moving away from using Hubdoc or Apron for our clients if we can only enter half of our invoices via document capture.