Settings and activity
8 results found
-
21 votes
Hi team, we appreciate the interest from users in this idea and while this isn't something we have immediate plans for at this stage we are continuing to watch interest in this closely and will share if there are any updates. Thanks
An error occurred while saving the comment
Richard Colledge-Price
supported this idea
·
-
17 votes
Richard Colledge-Price
supported this idea
·
-
234 votes
Richard Colledge-Price
supported this idea
·
-
193 votes
Richard Colledge-Price
supported this idea
·
-
304 votes
Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.
We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.
When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.
Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
With that in mind, there isn’t any…
Richard Colledge-Price
supported this idea
·
-
66 votes
Richard Colledge-Price
supported this idea
·
-
13 votes
Richard Colledge-Price
supported this idea
·
-
225 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Richard Colledge-Price
supported this idea
·
Hey team! I've been invited into a whole bunch of dummy orgs. The subscriber no longer works for the company and cannot access Xero.
Would love to clear up the My Xero section please