Settings and activity
14 results found
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63 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.
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Taylor Clouse
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2 votesTaylor Clouse
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1 voteTaylor Clouse
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8 votesTaylor Clouse
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An error occurred while saving the comment Taylor Clouse
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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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7 votes
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
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4 votesTaylor Clouse
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1 voteTaylor Clouse
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9 votesTaylor Clouse
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55 votesTaylor Clouse
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260 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
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93 votesTaylor Clouse
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153 votesTaylor Clouse
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166 votes
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.
Taylor Clouse
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104 votesTaylor Clouse
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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.