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16 results found

  1. Hubdoc - Convert bank statement to csv file

    228 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!

    Sue Green supported this idea  · 

  2. Hubdoc App - Ability to upload multi page documents

    120 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sue Green supported this idea  · 

  3. Hubdoc - Add Last Items line orders & Reorder lines

    49 votes

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    3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sue Green supported this idea  · 

  4. Hubdoc - View suppliers bank account number in details area

    11 votes

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    0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sue Green supported this idea  · 

  5. Hubdoc - Ability to copy & paste document details into Xero

    27 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sue Green supported this idea  · 

  6. Hubdoc - Capture supplier reference when posting Xero invoice

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sue Green supported this idea  · 

  7. HubDoc - Align subscription to Xero subscriber

    30 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sue Green supported this idea  · 

  8. Account transactions report - Show description of transaction line

    93 votes

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    41 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

    For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

    To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

    If you're trying to find the account a bank transaction or system account line has…

    Sue Green supported this idea  · 

  9. Account Transactions report - Include project column

    51 votes

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    submitted  ·  21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 

  10. Account Transactions Report - Show date transaction was raised

    27 votes

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    15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 

  11. Detailed Account Transaction - Add Transaction number

    5 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 

  12. History and Notes - Filter by action

    15 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green commented  · 

    can we also have a cloum with the Nominal Code and the date of the transaction too PLEASE

    Sue Green supported this idea  · 

  13. Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page

    26 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green commented  · 

    Please have this at the top and Bottoms please

    Sue Green supported this idea  · 

  14. Lock dates - Ability to edit reference of an invoice in a locked period

    17 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green commented  · 

    Fab Idea

    Sue Green supported this idea  · 
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    Sue Green commented  · 

    Totally agree Reference and Detail please

  15. Bank Reconciliation - Ability to search Unreconciled status under 'Bank statement' tab

    20 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 

  16. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    225 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  ·