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  1. 2 votes

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    Rachel Paterson supported this idea  · 
  2. 20 votes

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    Rachel Paterson supported this idea  · 
  3. 34 votes

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    Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.

    You'll find with the report you can filter, search and view history and notes across all areas of Xero.

    We are continuing to watch the engagement and support for this idea, and will share if there are any updates.

    Rachel Paterson supported this idea  · 
  4. 20 votes

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    Rachel Paterson supported this idea  · 
  5. 39 votes

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    Rachel Paterson supported this idea  · 
  6. 54 votes

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    Rachel Paterson supported this idea  · 
  7. 7 votes

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    Rachel Paterson supported this idea  · 
  8. 88 votes

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    Rachel Paterson supported this idea  · 
  9. 10 votes

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    Rachel Paterson supported this idea  · 
  10. 175 votes

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  11. 190 votes

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    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.

  12. 43 votes

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  13. 7 votes

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    Hi Brian, appreciate your feedback here. However, in order for others in community to understand the specific idea they're supporting and to also share back with the right teams here at Xero we ask to keep one idea per thread. 


    We have an idea started that you can support for livestock calculations 


    I've adjusted your idea here specifically for showing the account code in the cash coding screen, and you're welcome to support others cash coding ideas or start others for ideas that are represented. 


    If you're having any trouble with conversions, I'd recommend coming directly into our team at Support for 1-on-1 help from our specialists. 🙂

  14. 154 votes

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  15. 9 votes

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  16. 39 votes

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  17. 114 votes

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    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;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. 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…

  18. 20 votes

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  19. 11 votes

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  20. 216 votes

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    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…