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27 results found

  1. Uncoded Statement Lines Report - option to select a combination of bank accounts, rather than one or all

    17 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jodi Stewart supported this idea  · 

  2. Published Reports - Save with custom filters

    22 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jodi Stewart supported this idea  · 

  3. Payroll - Tracking/Department Coding for reports

    28 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jodi Stewart supported this idea  · 

  4. Xero HQ | Document Packs Email Templates - Ability to edit

    42 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jodi Stewart supported this idea  · 

  5. Hubdoc - Save files to Onedrive

    75 votes

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  6. Hubdoc App - Ability to upload multi page documents

    120 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  7. Hubdoc - Document Merge

    144 votes

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

    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.

    Jodi Stewart supported this idea  · 

  8. Hubdoc - Tick box to download documents by transaction date.

    14 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  9. Hubdoc - Convert bank statement to csv file

    228 votes

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    42 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!

    Jodi Stewart supported this idea  · 

  10. Bills - Ability to only copy PDF document once

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jodi Stewart supported this idea  · 

  11. Hubdoc mobile app - Ability to scan invoices without internet connection

    20 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  12. Hubdoc - Ability to download documents by folder or by Tag

    7 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart commented  · 

    Would love to be able to download a date range!

    Jodi Stewart supported this idea  · 

  13. Hubdoc - Increase Decimal Places when entering multiple line items.

    13 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  14. Hubdoc - Bulk update document as 'Mark as paid'

    8 votes

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    0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information. 

    Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)

    Jodi Stewart supported this idea  · 

  15. Hubdoc - Ability to also flag duplicates when the invoice number is the same

    21 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  16. Hubdoc - Ability to re-order 'Document Type' list

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  17. Hubdoc - Ability to see the documents that have been reconciled in Xero

    9 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  18. Hubdoc - Allow files exceeding 3MB to be transferred to Xero

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  19. Hubdoc - Bulk edit transactions

    51 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 

  20. Hubdoc - Auto-rotate documents

    53 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jodi Stewart supported this idea  · 
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