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  1. Hubdoc - Convert bank statement to csv file

    226 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!

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    Janet Sgambellone commented  · 

    When will this feature be available in Australia and also available in MyXero? Will it mean that the pdf bank statement is uploaded into Xero, read by xero and be ready for reconciliation without the need to upload the csv file?

  2. AU Tax - Tax Return details shown at summary level

    22 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Janet Sgambellone commented  · 

    This would be a useful addition to the Tax Returns tab in the client details screen.

    Janet Sgambellone supported this idea  ·