Settings and activity
9 results found
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4 votes
Justyna Stankiewicz
shared this idea
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9 votes
An error occurred while saving the comment An error occurred while saving the comment Justyna Stankiewicz
commented
It is essential to be able to track opening/conversion balances when transferring existing organisation to XERO. Also we should be able to track balance sheet items including bank balances 100&.
Justyna Stankiewicz
supported this idea
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57 votesJustyna Stankiewicz
supported this idea
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295 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!
Justyna Stankiewicz
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101 votesJustyna Stankiewicz
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109 votesJustyna Stankiewicz
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160 votesJustyna Stankiewicz
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216 votes
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…
Justyna Stankiewicz
supported this idea
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297 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Justyna Stankiewicz
supported this idea
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It is a critical feature for client using tracking reports.