Settings and activity
9 results found
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54 votes
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Natasha Smith
supported this idea
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143 votes
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.
Natasha Smith
supported this idea
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412 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Natasha Smith
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29 votesNatasha Smith
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350 votesNatasha Smith
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31 votesNatasha Smith
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121 votesNatasha Smith
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225 votesNatasha Smith
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179 votesNatasha Smith
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would save a lot of time when dealing with intercompany transactions. Also to have more than one screen open just for one client would be helpful (if there is a way to do this please can someone enlighten me!!!)