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7 results found

  1. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    719 votes

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

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Brian McCarter supported this idea  · 

  2. Hubdoc - Document Merge

    182 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.

    Brian McCarter supported this idea  · 

  3. Hubdoc - Extract all line item details including inventory items

    210 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Brian McCarter supported this idea  · 

  4. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    612 votes

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

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Brian McCarter supported this idea  · 

  5. Hubdoc - Create New Contact option from Hubdoc

    10 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Brian McCarter commented  · 

    This wait time lag is incredibly long and sometimes has errors and fails. It really needs to be a more stable and rapidly working feature.

    Brian McCarter supported this idea  · 

  6. Hubdoc - Publish receipt to existing Xero bill

    96 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Brian McCarter supported this idea  · 

  7. Hubdoc - Match and assign tracking from info captured in receipt

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Brian McCarter shared this idea  ·