Settings and activity
143 results found
-
512 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Sarah Pemberton
supported this idea
·
-
190 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
Sarah Pemberton
supported this idea
·
-
12 votesSarah Pemberton
supported this idea
·
-
31 votesSarah Pemberton
supported this idea
·
-
34 votesSarah Pemberton
supported this idea
·
-
9 votes
Thanks for your feedback and support in ideas, everyone.
We've been exploring opportunities for expanding UK tax capabilities for our partners and are considering the ability to include a SOIRE for FRS102 1A accounts. We'll shift to Under review and share more when there's updates with you here. 🙂
Sarah Pemberton
supported this idea
·
-
13 votes
Hi team, thanks for sharing with us on this idea. I'm pleased to share that this is something our product teams have plans to work on developing into the quick view of an invoice (from the list) soon. I'll keep you updated of further progress, here.
Sarah Pemberton
supported this idea
·
-
21 votesSarah Pemberton
supported this idea
·
-
233 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Sarah Pemberton
supported this idea
·
-
35 votesSarah Pemberton
supported this idea
·
-
386 votesSarah Pemberton
supported this idea
·
-
11 votesSarah Pemberton
supported this idea
·
-
343 votes
An error occurred while saving the comment Sarah Pemberton
supported this idea
·
-
405 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Sarah Pemberton
supported this idea
·
-
114 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
An error occurred while saving the comment Sarah Pemberton
commented
concur with all comments, ability to add/amend email addresses or rename document pack is critical to optimise the use of Xero HQ.
Sarah Pemberton
supported this idea
·
-
30 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
An error occurred while saving the comment Sarah Pemberton
commented
Totally agree with Juliana's comment
Sarah Pemberton
supported this idea
·
-
153 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
Sarah Pemberton
supported this idea
·
-
216 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…
Sarah Pemberton
supported this idea
·
-
396 votesSarah Pemberton
supported this idea
·
-
180 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Sarah Pemberton
supported this idea
·
Concur with comments. Automatic Notifications sent to those with authority to approve Expenses, Bills, Invoices, Workpapers are essential for faster workflows in Xero.