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  1. 149 votes

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    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.

    Linda Bates supported this idea  · 
  2. 104 votes

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    Linda Bates supported this idea  · 
  3. 237 votes

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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Linda Bates supported this idea  · 
  4. 45 votes

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    Linda Bates supported this idea  · 
  5. 573 votes

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    Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.

    Linda Bates supported this idea  · 
  6. 174 votes

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    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Linda Bates supported this idea  · 
  7. 3 votes

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    Linda Bates shared this idea  · 
  8. 429 votes

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    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.

  9. 140 votes

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    An error occurred while saving the comment
    Linda Bates commented  · 

    The ability to bulk reconcile bank transfer rules form the cash coding screen

    I have an E-Commerce client that has 'managed payment' bank accounts for eBay, Amazon, PayPal etc. with a high volume of bank transfers on a daily basis to & from the current account, whilst rules are essential, being able to bulk reconcile via cash coding would be a game changer!

    Linda Bates supported this idea  · 
  10. 43 votes

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    Linda Bates commented  · 

    The ability to search/filter transactions in the cash coding screen for easier bulk coding & reconciliation

    Linda Bates supported this idea  · 
  11. 535 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    An error occurred while saving the comment
    Linda Bates commented  · 

    Ability to include credit notes when posting batch payments, and also to be able to select credit notes when using find & match in bank reconciliation, rather than having to manually allocate them to an invoice

    Linda Bates supported this idea  ·