Settings and activity
65 results found
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9 votes
Jessica Salmon
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13 votes
Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
Jessica Salmon
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21 votes
An error occurred while saving the comment Jessica Salmon
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16 votes
An error occurred while saving the comment Jessica Salmon
commented
Hubdoc has the ability to export to CSV, if Audit trail details can be incuded in the export (upload date, upload user / email address) that could possibly serve as a solution for many. If not a solution, then at least a much more workable tool than is currently available.
An error occurred while saving the comment Jessica Salmon
commented
We've just had a client publish a large volume of documents incorrectly and the only means to find out what they've done is to go through the archive one by one.
There is no option to sort by publish date or user and the docs they published included historical proforma invoices that were intentionally held back for good reasons.
Hubdoc cannot have more than one org per email address, so their email was entered as the owner and we cannot restrict their access to prevent the error in future.An Audit trail is vital on systems such as these where multiple users can initiate irreversible actions that affect numerous integrated systems.
Jessica Salmon
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31 votesJessica Salmon
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225 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Jessica Salmon
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234 votesJessica Salmon
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8 votes
Hi Collin 👋🏽
Thanks for submitting this important idea about integrating Hubdoc's full capabilities directly into Xero. This is a powerful suggestion for streamlining workflows and improving the overall document management experience.
We've reviewed your submission and are happy to classify it as Gaining Support!
Your post meets all the necessary criteria, and we confirm that the full range of Hubdoc functionality (including automated fetching and comprehensive processing) does not currently exist within the main Xero UI.
Your idea is now live and ready for community support! Please share this idea with colleagues who would benefit from a fully integrated document processing experience, so they can vote and share additional detail about how this change could improve their experience with Xero.
An error occurred while saving the comment Jessica Salmon
commented
Xero does have a more intuitive interface. It's also got better reports for audit trails, so that could be a positive aspect of a change like this.
Hubdoc has the ability to export documents as csv, which is a very useful feature in some user workflows and would hopefully be preserved. Even better if Audit trail details can be added to the CSV export e.g. upload date, upload user etc.
Many banks allow csv uploads to load payment batches.
This could allow users to use Hubdoc/Xero to load bills, export a CSV, then use the exported data to load payments to the client's bank for approval and release. Saves the users time capturing supplier, invoice number date etc. and avoid typos and other common manual capture errors.Jessica Salmon
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3 votesJessica Salmon
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23 votes
Thanks for sharing your interest in being able to send invoices via WhatsApp from Xero.
While this isn't a direct feature available in Xero right now, an option right now for invoices is to use the Xero Accounting app where you can retrieve the link for the invoice to share this via another app on your device, like WhatsApp - we have help on this for iOS and Android in Xero Central.
We're continuing to get a sense of the support for this feature through this idea but want to be open this isn't something we have plans for at this time.
Jessica Salmon
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531 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Jessica Salmon
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1,098 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Jessica Salmon
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78 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Jessica Salmon
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59 votesJessica Salmon
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4 votes
An error occurred while saving the comment Jessica Salmon
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"I want this same feature but to show (filter) documents that haven't been coded and pushed through to Xero. If you set it so the goodle archive bit happens automatically, then the document s are all ticked and look like they are all processed but they haven't."
We've been struggling with this since our client set up Google Drive autosync and it's been a disaster ever since. With the volume of bills they have (an unknown portion of which are archiving before we get a chance to review & publish to Xero) we have to consider asking the client to find another way to back up their docs to Google Drive.
There's no exportable audit trail details, so no downloading the CSV to find which uploaded documents have been synced to Google Drive, but not published to Xero.
Filters would help us with this problem, they would be a valuable productivity tool and provide a reasonable means to deal with these problems, where currently there aren't any.
Xero also needs to address the issue that this is happening in the first place, the user should be able to prevent auto-archiving for all suppliers until reveiwed, org-wide. Hubdoc should not archive any doc itself unless it has published/synced successfully to all integrated systems linked to the org.Jessica Salmon
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12 votes
We appreciate you sharing improvements you feel would be most valuable within the Task widget of the new homepage experience.
Our product team are carefully considering all feedback we're receiving on this and I'll be sure to share if there are any plans made with you here.
Jessica Salmon
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10 votes
Thanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
Jessica Salmon
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430 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
Jessica Salmon
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589 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Jessica Salmon
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774 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Jessica Salmon
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Our practice would benefit significantly if bank rules for overpayments were possible on the debtor side.
We have homeowner estates with monthly accounts and they pay in bulk.
Credits need to be carried forward on their accounts as overpayments and allocated against future billing (billing is imported in batches at month end due to varying utility charges)