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  1. Hubdoc - Convert bank statement to csv file

    295 votes

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    51 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    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!

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    gillian caughey commented  · 

    Can we get an update on when/ if this will be available in the UK? Is there a reason it is only in US/ Canada?

    gillian caughey supported this idea  · 

  2. Xero Tax (UK) | CT600E For Charities

    25 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    gillian caughey commented  · 

    Given the recent closure of Taxfiler, it would be very useful to have the ability to complete charity tax returns via Xero.

    gillian caughey supported this idea  · 

  3. Hubdoc - Extract all line item details including inventory items

    216 votes

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    17 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    gillian caughey supported this idea  · 

  4. Hubdoc - Conjunction with Xero Projects

    214 votes

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    submitted  ·  79 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    gillian caughey supported this idea  · 
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    gillian caughey commented  · 

    I don't understand why this isn't included with Hubdoc. Why would you offer both Hubdoc and Projects and not connect them. Especially as there isn't an easy way to run a report showing what invoices have not been allocated to Projects.