Settings and activity
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34 votes
Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.
This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.
As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange…
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Darlene Gadowsky
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20 votesDarlene Gadowsky
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25 votesDarlene Gadowsky
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7 votesDarlene Gadowsky
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8 votesDarlene Gadowsky
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50 votesDarlene Gadowsky
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20 votesDarlene Gadowsky
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59 votesDarlene Gadowsky
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213 votes
Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.
We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.
We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks
An error occurred while saving the comment Darlene Gadowsky
commented
This would make life so much simpler!
Darlene Gadowsky
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303 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!
An error occurred while saving the comment Darlene Gadowsky
commented
This feature only works if you are provided with a "direct from bank" downloaded PDF and if the PDF is security enhanced will not work. Most bank statements directly from the bank are security enhanced.
This converter should work with a scanned copy of a bank statement - your competition's conversions already work with scanned copies. -
14 votesDarlene Gadowsky
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12 votes
Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information.
Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)
Darlene Gadowsky
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because there are so many issues with bank feeds our clients are getting annoyed that we are constantly requesting they refresh their feeds, they don't want the hassle & would like us to be able to do it. We also have clients who have issues refreshing the feed when they are out of country, which is frequently, and want us to be able to do it to stay current in bookkeeping.