Settings and activity

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1. New Manual Journals - Compact view

   118 votes

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   31 comments  ·  Reports & tax » Manual journals  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback, Elma. Our product team is paying close attention to this and exploring ways to improve the experience for users working on smaller screens or using split-screen layouts.

   The Account and Description columns are responsive, so widening your view will expand these columns and provide more visibility. We understand, though, that this may depend on your individual setup and processes.

   I’ve updated the title of your idea to reflect your request for a compact view, which will help us track interest in this improvement.

   Regarding the date formatting, dates in manual journals are localised. We recommend checking your browser’s default language and region settings and, if needed, updating them to match your location. For example, selecting English (New Zealand), English (Australia), or English (United Kingdom) will allow you to enter dates in the DDMMYYYY format.

   Nadia McLean supported this idea  ·  24 September, 2026

2. Hubdoc - Convert bank statement to csv file

   304 votes

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   59 comments  ·  Contacts & documents » 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

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   Nadia McLean commented  ·  16 November, 2022  ·  Edit…  ·  delete…

   This is a very big time saver

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   Nadia McLean supported this idea  ·  16 November, 2022