Settings and activity
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1 vote
Taylor Clouse
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7 votesTaylor Clouse
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7 votes
An error occurred while saving the comment Taylor Clouse
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Ability for Xero to pull in Check images into the bank feed like QBO does with some banks.
Taylor Clouse
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1 voteTaylor Clouse
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1 voteTaylor Clouse
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9 votesTaylor Clouse
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54 votesTaylor Clouse
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243 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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91 votesTaylor Clouse
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137 votesTaylor Clouse
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155 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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105 votesTaylor 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.