Skip to content
← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. Xero HQ - Filters for Client Partner and Client Manager

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Sarah De Beer commented  · 

    I'd like to see a filter by client group as we are a specialist department and add our clients to a group just for our department.

    Sarah De Beer supported this idea  · 

  2. Hubdoc - Document Merge

    192 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    23 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    Sarah De Beer supported this idea  · 

  3. Hubdoc - Ability to check which suppliers are on autosync

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sarah De Beer supported this idea  · 

  4. Hubdoc - Publish receipt to existing Xero bill

    102 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sarah De Beer supported this idea  · 

  5. Workpapers - Ability to use Custom Excel Templates

    162 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Sarah De Beer supported this idea  · 

  6. Bank Reconciliation - Repeating spend & receive money transactions

    153 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    45 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

    Sarah De Beer supported this idea  ·