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13 results found
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178 votes
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Ann Stockton
supported this idea
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9 votes
Hello everyone, I want to get a better understanding of this idea here. Would you think that this can be achieved by selecting the 'Mark as Paid' checkbox? Because if you’ve ticked the box, the document that you’ve published as draft, will change the into Awaiting payment status in Xero - See our article here for more information.
Looking forward to hearing back from you.
An error occurred while saving the comment Ann Stockton
commented
So you are saying that if I’m in Hubdoc and the item is in “Draft” mode and I click the “Mark as Paid” button, it should change the status to “Awaiting Payment”? If so, there is something wrong with my version of Hubdoc, because that doesn’t work. I can click and unclick the “Mark as Paid” button and all it does is change the “PAID” icon in the top right hand corner of the receipt.
Ann Stockton
shared this idea
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8 votes
Hi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after?
An error occurred while saving the comment Ann Stockton
commented
How about just having the same column names on both the screens? I don’t want a report because then you can’t actively work on the items.
Why aren’t they even sorted the same way by default? Bank Statements is descending by date and Account Transactions is ascending by date.
In bank statements, perhaps we can eliminate the “Analysis Code” column. Why use “Particulars” here and nowhere else?
In account transactions, does “Payment Ref” here = “Reference” in bank statements? Let’s use the same terminology for both.Ann Stockton
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967 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Ann Stockton
supported this idea
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574 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…
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23 votes
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3 votesAnn Stockton
shared this idea
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19 votesAnn Stockton
shared this idea
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76 votes
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23 votes
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44 votes
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32 votes
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5 votes
When you use the Hubdoc app, it shows a way to upload multiple pages, however, when you get to the Hubdoc application online, you can only see the first page. Kinda pointless to have the feature available and then for it not to work on the other side. Please fix this!