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1. Hubdoc - Convert bank statement to csv file

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   59 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

   We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

   When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

   Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

   With that in mind, there isn’t any work planned for this idea. We know that'll be disappointing, particularly for those outside regions where this capability has been available, however we want to be open here so you can make decisions best to accommodate your business.

   The support and feedback shared on ideas like this continues to help us understand where customers are experiencing friction, and if anything changes in future we’ll share an update here.

   Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

   We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

   When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

   Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

   With that in mind, there isn’t any… more

   An error occurred while saving the comment
   Beaufort Xero_Adviser commented  ·  22 April, 2023  ·  Edit…  ·  delete…

   Please have this feature for Singapore soon.

   Now we use other tools to do just as fast conversion to CSV.

   So I hope Hubdoc does not lose out on this integrated ability, and take too long to roll it out. Hahaha.

   Hubdoc - Convert bank statement to csv file

   Thank you!

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   Beaufort Xero_Adviser commented  ·  11 November, 2022  ·  Edit…  ·  delete…

   Finally being able to select all / select a number of imported pdf invoices and convert them to CSV or Excel is vital!
   Thank you!

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   Beaufort Xero_Adviser supported this idea  ·  11 November, 2022

2. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

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   26 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate your support and sharing here and want to apologise we haven't responded on this idea before now.

   We understand there are opportunities to improve the demo company and provide customers with more flexibility and simplicity in being able to test more thoroughly using the setup and structure of their own organisation, rather than needing to recreate this manually in a separate environment.

   This is an area we can see value in evolving, and although this specific capability isn't currently on the roadmap, it's been noted and will remain part of future product planning conversations.

   We'll make sure to share any news around this with you all, here.

   Beaufort Xero_Adviser supported this idea  ·  18 January, 2023