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8 results found

  1. Conversion Balances - Add Tracking options

    3 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Justyna Stankiewicz commented  · 

    It is a critical feature for client using tracking reports.

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    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  · 

  2. Hubdoc - Bulk edit transactions

    51 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Justyna Stankiewicz supported this idea  · 

  3. Hubdoc - Convert bank statement to csv file

    231 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!

    Justyna Stankiewicz supported this idea  · 

  4. Hubdoc - Publish receipt to existing Xero bill

    90 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Justyna Stankiewicz supported this idea  · 

  5. Workpapers - Integration of bank statement request portal

    103 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Justyna Stankiewicz supported this idea  · 

  6. Workpapers - Ability to use Custom Excel Templates

    145 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Justyna Stankiewicz supported this idea  · 

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

    183 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Justyna Stankiewicz supported this idea  · 

  8. Report Packs - Ability to include GST Return, GST Reconciliation and General Ledger Reports

    131 votes

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    12 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to provide an update relating to the original reports that were raised in this idea, and feedback through the thread. The following reports are all available to add to a report template in Xero HQ;

    • General Ledger Detail 
    • General Ledger Summary 
    • General Ledger Exceptions
    • Tax Depreciation Schedule


    We currently have no plans to make other reports available in report templates.

    Justyna Stankiewicz supported this idea  ·