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5 results found

  1. Practice Manager - Highlight/banner for notes

    126 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  2. Audit Trail Report

    370 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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  3. Hubdoc - Document Merge

    166 votes

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    20 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.

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

    246 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    An error occurred while saving the comment
    Sarah Vincent commented  · 

    Could you upload the statement to the Files section in Xero (along with a copy of the Rec report run for the same period if necessary)?

  5. Bank Rules - Report to review bank rules and their application

    35 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Vincent shared this idea  ·