Settings and activity

3 results found

1. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

   264 votes

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   submitted  ·  39 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Trinity Scott supported this idea  ·  03 May, 2022

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

   215 votes

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   17 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 you do need more specialised line item extraction we'd recommend exploring apps in the Xero App Store.

   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… more

   Trinity Scott supported this idea  ·  03 May, 2022

3. Pricing Plans - Add Cash Coding to Starter plan

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   submitted  ·  83 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Trinity Scott supported this idea  ·  03 May, 2022
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   Trinity Scott commented  ·  03 May, 2022  ·  Edit…  ·  delete…

   As a Xero Certified Advisor, I thought we were supposed to have access to Cash Coding no matter which subscription level the client chooses. I was very disappointed to see that it is not available in the Starter Plan, even when logged in as an Advisor.

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