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6 results found
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526 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
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Terry Lavelle
supported this idea
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39 votes
Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.
We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.
An error occurred while saving the comment Terry Lavelle
commented
This would be great.
Terry Lavelle
supported this idea
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180 votes
An error occurred while saving the comment Terry Lavelle
commented
Yes, please.
And while we're at it, could we add documents from Hubdoc to an existing document in Xero (or select multiple docs for one transaction)?
If a client uploads an invoice it creates a document. If there is supporting documentation or a receipt, Hubdoc wants to create a new document every time.
And before I get off my soap box, what's the idea of the Document Type field? Does it make any difference what is selected?
I like Hubdoc, but there is precious little guidance on how to use it and I've seen no innovation in the last few years that I've been using it. I couldn't understand why people would pay for Dext when Hubdoc is free, but it is becoming much more obvious. -
7 votesTerry Lavelle
supported this idea
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150 votesTerry Lavelle
supported this idea
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137 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Terry Lavelle
supported this idea
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For me the ability to download and upload is a way to address the real problem, which is to be able to update in bulk.
That said, it would be good to be able to see a report that could be sorted and compared as well. And then load it back up with corrections if necessary. Some people ue a lot of bank rules and it's easy to get lost.