Settings and activity

9 results found

1. Reporting - Unrealised Gains and losses report for tracking category

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Justyna Stankiewicz shared this idea  ·  05 November, 2024

2. Conversion Balances - Add Tracking options

   9 votes

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   6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Justyna Stankiewicz commented  ·  31 July, 2023  ·  Edit…  ·  delete…

   It is a critical feature for client using tracking reports.

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   Justyna Stankiewicz commented  ·  31 July, 2023  ·  Edit…  ·  delete…

   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&.

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   Justyna Stankiewicz supported this idea  ·  31 July, 2023

3. Hubdoc - Bulk edit transactions

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Justyna Stankiewicz supported this idea  ·  21 April, 2023

4. Hubdoc - Convert bank statement to csv file

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   51 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  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!

   Justyna Stankiewicz supported this idea  ·  21 April, 2023

5. Hubdoc - Publish receipt to existing Xero bill

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Justyna Stankiewicz supported this idea  ·  10 September, 2022

6. Workpapers - Integration of bank statement request portal

   108 votes

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Justyna Stankiewicz supported this idea  ·  10 September, 2022

7. Workpapers - Ability to use Custom Excel Templates

   160 votes

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   3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Justyna Stankiewicz supported this idea  ·  10 September, 2022

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

   216 votes

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   17 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  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 you do need more specialised line item extraction we'd recommend exploring apps in the Xero App Store.

   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… more

   Justyna Stankiewicz supported this idea  ·  10 September, 2022

9. Report Templates - Ability to add any report

   297 votes

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   43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit in report templates. We have a couple that I've linked below, or if there's another report you're really wanting to use please start a new idea for these and we can track the interest in these separately.

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports 
   • Report Templates - Add Tracking summary report

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit… more

   Justyna Stankiewicz supported this idea  ·  10 September, 2022