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12 votes
Jessica Abrahams
supported this idea
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224 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…
Jessica Abrahams
supported this idea
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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…
Jessica Abrahams
supported this idea
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192 votes
An error occurred while saving the comment Jessica Abrahams
commented
This should be a basic function and is exceptionally annoying that doesn't have the ability- especially when shop's like Salisbury's enjoying putting half the info on the back of the receipt.
Jessica Abrahams
supported this idea
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28 votesJessica Abrahams
shared this idea
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11 votesJessica Abrahams
shared this idea
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I've just had this!! I have an absolute love hate relationship with CIS on Xero- it could be so good but annoying things like thing make it poor.