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6 results found

  1. Workpapers - Integration of bank statement request portal

    111 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

    Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

    While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

    An error occurred while saving the comment
    W Sleet commented  · 

    Automated bank statements per quarter imported into Xero would be very helpful, especially in the event of bank feed errors and duplicated entries.

    W Sleet supported this idea  · 

  2. Hubdoc - Show Tax Exclusive in the Edit Document tab

    28 votes

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    submitted  ·  9 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    W Sleet commented  · 

    I would love to be able to edit the tax on an invoice on Hubdoc before pulling the information to Xero. At the moment I have to save an invoice as draft so that the tax can be edited before approving.

  3. Hubdoc App - Ability to upload multi page documents

    180 votes

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    submitted  ·  37 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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  4. Hubdoc - Tick box to download documents by transaction date.

    14 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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  5. Hubdoc - Bulk edit transactions

    59 votes

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    submitted  ·  7 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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  6. Hubdoc - Publish receipt to existing Xero bill

    103 votes

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    submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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