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35 votes
Helen Langlois
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9 votes
Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
Helen Langlois
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13 votesHelen Langlois
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64 votesHelen Langlois
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303 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…
Helen Langlois
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54 votesHelen Langlois
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31 votesHelen Langlois
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47 votesHelen Langlois
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4 votesHelen Langlois
shared this idea
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214 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Helen Langlois
supported this idea
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Currently the supplier batch payment windows and pdf Batch Payment Summary Report list paid bills in a random order. There seems to be no way to change the order. It would be so much easier to read and refer back to if the supplier contacts were listed in alphabetical and then date order.