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44 results found

  1. Hubdoc - Convert bank statement to csv file

    267 votes

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    47 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!

    Krystal Butcher supported this idea  · 

  2. Contacts - Add IBAN in account number and Swift in Routing number

    77 votes

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    23 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact. 


    Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors. 


    Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.


    We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here. 

    Krystal Butcher supported this idea  · 

  3. Contacts - Ability to export/import additional notes

    101 votes

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    submitted  ·  23 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Krystal Butcher supported this idea  · 

  4. Contacts - Import with contact Group

    91 votes

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    submitted  ·  40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Krystal Butcher supported this idea  · 
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