Settings and activity

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1. AU Payroll - Full data export/import for Employees

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   33 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.

   This may be something we consider longer term and we would like to continue to track interest through the idea here.

   If there are any plans made we'll share an update with you all on this idea. Thanks

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   Tori Hose commented  ·  14 October, 2022  ·  Edit…  ·  delete…

   Very important - will be very handy!
   A small change to save a lot of time!

   Save Submitting...
   Tori Hose supported this idea  ·  14 October, 2022

2. Hubdoc - Convert bank statement to csv file

   304 votes

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   59 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

   We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

   When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

   Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

   With that in mind, there isn’t any work planned for this idea. We know that'll be disappointing, particularly for those outside regions where this capability has been available, however we want to be open here so you can make decisions best to accommodate your business.

   The support and feedback shared on ideas like this continues to help us understand where customers are experiencing friction, and if anything changes in future we’ll share an update here.

   Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

   We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

   When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

   Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

   With that in mind, there isn’t any… more

   Tori Hose supported this idea  ·  04 August, 2022