Settings and activity
17 results found
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234 votes
Tara Younger
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38 votesTara Younger
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120 votes
An error occurred while saving the comment Tara Younger
commented
Honestly how does this only have 61 votes?! This is Hubdoc's single biggest flaw for me.
Having to actually identify which pages go with which, download them from Hubdoc, then re-upload them once they've pushed through to Xero is so painful. And that's without the worse case scenario of auto-sync pushing through multiple bills for the one invoice, and then having to work out where the bits are and hope the client has actually managed to capture all of the necessary information. Its just ridiculous this isn't a standard feature when the aim of Hubdoc was to be point, shoot, move on.
Tara Younger
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90 votesTara Younger
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142 votes
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.
Tara Younger
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226 votes
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!
Tara Younger
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28 votesTara Younger
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21 votesTara Younger
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21 votesTara Younger
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163 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Tara Younger
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131 votes
An error occurred while saving the comment Tara Younger
commented
I had high hopes of being able to contain a small basic payroll to Xero without the need for manual records or an add on product. This one issue has foiled that as I now have a couple of employees with draft timesheets they cannot delete, so the hours records for those time periods are now incomplete. Don't even get me started on the state of the ugly timesheet reports. What is the point of the report if we can't even align it to the payroll calendar!
We know this has been raised many many more times than 32 and goes back as a frustration for many years. So I'm sure this is a duplicated product idea, a good way to dilute the actual importance of the issue.
Tara Younger
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963 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
An error occurred while saving the comment Tara Younger
commented
Agree with the really good points made below. I too would like the option to pick how many transactions are displayed as it depends on the size of the business and how many transactions go through each account and also how often you work on the file. It can all be different, but one thing that would make it way more helpful would be if we could save a default number.
If the drop down menu of number of lines can't happen soon, at least put the page numbers and next options at both the top and bottom of each page!As someone else says so much useless info is actually displayed in the statement lines column. Blank fields need to be omitted and the description, reference & payee when not blank should be visible always as this is what tells us what the transaction actually is.
Tara Younger
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450 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Tara Younger
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496 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Tara Younger
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575 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…
Tara Younger
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224 votesTara Younger
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668 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
Tara Younger
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Another one for needing to be able to send purchase orders from the app (android in our case). My client is a plastics recycling business with grant acquittal requirements needing a purchase order for every purchase.
Given small business owners heavily reliance on mobile devices to conduct business on the run this seems like a logical part of raising a purchase order. Why on earth wasn't it included with the functionality originally?