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

    267 votes

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    40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.

    Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.

    Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.

    Trinity Scott supported this idea  · 

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

    218 votes

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    17 comments  ·  Contacts & files » Hubdoc  ·  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…

    Trinity Scott supported this idea  · 

  3. Pricing Plans - Add Cash Coding to Starter plan

    186 votes

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    submitted  ·  90 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Trinity Scott supported this idea  · 
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    Trinity Scott commented  · 

    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.