Settings and activity
12 results found
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4 votes
Appreciate why you'd like to be able to group some users that are logging into client organisations to perform admin under a single login, however from an audit pov would also need to make sure that actions could be traced back to the individual user.
Being upfront this isn't something we have plans for atm.
It would be good to get a wider interest through this idea, so make sure to share this with others colleagues that would find this useful.
An error occurred while saving the comment 
Taylor Clouse
shared this idea
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151 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
An error occurred while saving the comment Taylor Clouse
commented
Working in both Xero and QBO I'd love to see this fixed.
Xero's preferred payroll provider in the US uses bills for a workaround. The way JE come into the bank feed in QBO is much more seamless than how Gusto comes into Xero.
Xero bills must be split manually, and 2 transactions matched to the bill.
In QBO, all transactions are matched and it just needs to be approved. While this doesn't sound like a big deal, it would make things more efficient if Xero could do the same thing.
The workaround would be for Gusto or other payroll providers to only match one transaction to the bill, but this isn't how it has been working.
Or if Xero was smart enough to auto match 2 bank transactions to a single bill.
Taylor Clouse
supported this idea
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11 votes
An error occurred while saving the comment Taylor Clouse
commented
Since Xero does not allow integrations to post JE to the bank feed, but instead works around this by using bills. It would be a lot more seamless especially in the case of payroll (Gusto) to have Xero automatically match the 2 transactions to the bill.
Seems silly in this day and age when the 2 transactions automatically match the bill total we need to do this manually, then split the bill, refresh the page, and then match the remaining balance.
Using other accounting software that uses JE this is a clunky process that could be made a lot better.
Taylor Clouse
supported this idea
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17 votesTaylor Clouse
supported this idea
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An error occurred while saving the comment Taylor Clouse
commented
I would love to see an option for a unified bank feed.
This would not replace the current bank feed set up where you go into each account and reconcile/code transactions, but for those that want to batch them all together why not have a feed of transactions from all bank accounts and CC without needing to go into each one?
This may not be a fit for all clients, but I know for myself it would save some jumping around when I could just go to one spot and code / reconcile transactions across 4-5 accounts - especially those that are being handled frequently and just a few transactions from each account.
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19 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
An error occurred while saving the comment Taylor Clouse
commented
Ability for Xero to pull in Check images into the bank feed like QBO does with some banks.
Taylor Clouse
supported this idea
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15 votes
An error occurred while saving the comment Taylor Clouse
commented
The ability to set a default date range for the tax report in Xero.
Would love the option to have default to previous month. It's an annoyance to have to set the beginning and ending time each time the report is run.
Taylor Clouse
supported this idea
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64 votesTaylor Clouse
supported this idea
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303 votes
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!
Taylor Clouse
supported this idea
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105 votesTaylor Clouse
supported this idea
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190 votesTaylor Clouse
supported this idea
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213 votes
Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.
We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.
We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks
Taylor Clouse
supported this idea
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112 votes
Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.
Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.
While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.
Taylor Clouse
supported this idea
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I'm not sure about how that works, but this is how QBO currently works. When I add my team through my account I can control their access levels, but my clients do not see individual team members as having access to their account - only my firm. Each user still has their own individual login, it's just obsucred from my clients eyes.