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  1. Hubdoc - Bulk edit and archive documents

    14 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Susan Sydor commented  · 

    This would be fantastic.

    Susan Sydor supported this idea  · 

  2. Sales Invoices - Combine and hide line items for customers

    187 votes

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    84 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

    While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

    If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

    However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…

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    Susan Sydor commented  · 

    I would definitely take advantage of being able to group line items on an invoice. Or be able to hide/combine so that the customer doesn't see certain admin fees I'd like to include in pricing, that need to be taxed or recorded differently. Seems complex, but I don't write software. Would love to see this functionality in Xero invoicing!

  3. Hubdoc - Convert bank statement to csv file

    270 votes

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    48 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!

    Susan Sydor supported this idea  ·