Hubdoc - Convert bank statement to csv file
We would like Hubdoc to convert an uploaded Bank statement into a csv file.
So as to easily import the data into Xero to reconcile new bank accounts prior to bank feed connection.
Linda Tarulli
shared this idea
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
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Patricia Alves
commented
The ability to directly upload a statement to Xero after converting it from HubDoc.
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Betty Cong
commented
We need this in Asia!
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Ralph Glenn Lumanglas
commented
PH - Looking forward to have this feature soon as we don’t have much bank feed-supported banks here.
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Natalie Greenaway
commented
Please add this in Australia ASAP will make my job so much easier!!!!!!!!
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Nadia McLean - Malloch McClean
commented
This is a very big time saver
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Beaufort Xero_Adviser
commented
Finally being able to select all / select a number of imported pdf invoices and convert them to CSV or Excel is vital!
Thank you! -
Darlene Gadowsky
commented
This feature only works if you are provided with a "direct from bank" downloaded PDF and if the PDF is security enhanced will not work. Most bank statements directly from the bank are security enhanced.
This converter should work with a scanned copy of a bank statement - your competition's conversions already work with scanned copies.