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  1. Hubdoc - Convert bank statement to csv file

    300 votes

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    55 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  Dana A responded

    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!

    Jigna Dave supported this idea  · 

  2. Trial Balance - Ability to run for a date range

    82 votes

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    31 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we released the ability to run the Trial balance for a date range to our US customers last year, we appreciate there's quite a bit of appetite for this in other regions and have re-opened the idea so we can engage with you all and consider whether this feature can be expanded.

    We'd love to get more insights of the needs in running this report for a date range for customers based in regions outside US.

    If you'd be willing to share they will be running research across the next 2 weeks - please book a video call at a time that works for you through the link here. 💬

    Thanks for your engagement and I'll keep you updated of outcomes in this idea.

    Jigna Dave supported this idea  · 
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    Jigna Dave commented  · 

    This is a really important feature that's missing from Xero. I have a company which has extended it's year end and I need to run a TB for the new extended period but Xero doesn't have that functionality. I know a quick Excel sum will resolve the issue but not when Xero integrates in to an accounts production software. So now I'm left manually working out the extended TB in Excel and manually uploading the TB in to my accounts production software. This to me is time wasted and lacks efficiency. Could this feature be given priority over other new features considering how important the role of a TB is. Thanks