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5 results found

  1. Statements Age Analysis Mergefields

    23 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Maree Foster supported this idea  · 

  2. Hubdoc - Document Merge

    164 votes

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    19 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.

    Maree Foster supported this idea  · 

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

    19 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Maree Foster supported this idea  · 

  4. Hubdoc - lock dates feature

    46 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Maree Foster supported this idea  · 

  5. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    174 votes

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    48 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

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    Maree Foster commented  · 

    Needed for audit trail and fraud

    Maree Foster shared this idea  ·