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27 results found

  1. Bank Reconciliation - Repeating spend & receive money transactions

    147 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Kenyon supported this idea  · 

  2. Customer statements - Export to Excel

    165 votes

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Kenyon supported this idea  · 

  3. Audit Trail Report

    370 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Kenyon supported this idea  · 

  4. Fixed Assets - Attach a file

    677 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊

    While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.

    I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.

    Sarah Kenyon supported this idea  · 

  5. Hubdoc - lock dates feature

    47 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah Kenyon supported this idea  · 

  6. Hubdoc - Document Merge

    168 votes

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    21 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    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 Kenyon supported this idea  · 

  7. Hubdoc - Conjunction with Xero Projects

    183 votes

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    submitted  ·  71 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah Kenyon commented  · 

    This would be super useful for my clients!

    Sarah Kenyon supported this idea  · 
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