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4 results found

  1. Email Settings - Set which users to receive Bank account change notification

    227 votes

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    submitted  ·  123 comments  ·  Users & setup » Navigation  ·  Admin →
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    Michael Alexander supported this idea  · 

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

    220 votes

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

    Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.

    We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;

    • Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish 
    • Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
    • Improved the accuracy of the supplier 

    Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…

    Michael Alexander supported this idea  · 

  3. Hubdoc - Conjunction with Xero Projects

    220 votes

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    submitted  ·  82 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Michael Alexander supported this idea  · 

  4. Xero HQ - Transfer/copy reports between practices & organisations

    212 votes

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    61 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

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    Michael Alexander commented  · 

    A great time saving idea

    Michael Alexander supported this idea  ·