Settings and activity
10 results found
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105 votes
Lewis Loroghwa
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19 votesLewis Loroghwa
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60 votesLewis Loroghwa
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98 votes
Thanks again for everyone's support in this idea.
We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.
From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.
Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂
Lewis Loroghwa
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38 votes
Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
Lewis Loroghwa
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22 votesLewis Loroghwa
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50 votesLewis Loroghwa
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68 votesLewis Loroghwa
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144 votesLewis Loroghwa
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304 votes
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…
Lewis Loroghwa
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Totally agree. Alternative, Xero can add an potion to rotate the rate (e.g. 1408.45KRW/USD instead of 0.00071USD/KRW). This will greatly increase the productivity of accountants in regions with smaller currencies eliminating the need to recalculate rates.