Settings and activity
57 results found
-
93 votes
Jean Sutherland
supported this idea
·
-
5 votesJean Sutherland
supported this idea
·
-
44 votesJean Sutherland
supported this idea
·
-
38 votesJean Sutherland
supported this idea
·
An error occurred while saving the comment -
37 votesJean Sutherland
shared this idea
·
-
31 votes
An error occurred while saving the comment Jean Sutherland
commented
This would be very useful. Currently have to download the file to be able to copy the information.
Jean Sutherland
supported this idea
·
-
32 votes
An error occurred while saving the comment Jean Sutherland
commented
I would like to see this plus staff access rights reporting. It is very time consuming having to go into each staff member to check.
Ideally there we could create staff access profiles so we can set up new staff using the appropriate profile rather than having to create each new staff member individually.
The profiles could also be used to bulk update staff access rights rather than editing each staff member individually.
Jean Sutherland
supported this idea
·
-
169 votes
An error occurred while saving the comment Jean Sutherland
commented
Please add cash coding to the Starter plan It is available on the cashbook and Standard plans so why not Starter?
-
18 votes
An error occurred while saving the comment Jean Sutherland
commented
Please add this feature. I have never wanted the costs copied from an existing job and it just creates extra work every time.
Jean Sutherland
supported this idea
·
-
215 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…
Jean Sutherland
supported this idea
·
-
158 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Jean Sutherland
supported this idea
·
-
492 votesJean Sutherland
supported this idea
·
-
4 votesJean Sutherland
shared this idea
·
-
376 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Jean Sutherland
supported this idea
·
-
160 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Jean Sutherland
supported this idea
·
-
254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
An error occurred while saving the comment Jean Sutherland
commented
You can add customised fields in XPM through Business - Settings - Custom Fields
-
105 votes
Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
Jean Sutherland
supported this idea
·
.png){kind=link}
It would be great is there was a field that showed when a bank rule was last applied to a transaction. And then to have the ability to sort them in the order of when they were last used.