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15 results found

  1. Hubdoc: Filter by duplicates

    14 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah Morley supported this idea  · 

  2. Xero HQ - Allow users to see all clients and request access as needed

    49 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Sarah Morley supported this idea  · 

  3. Reporting - Freeze header row

    2 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sally, just to check when you say you'd like to freeze the header row would this be the Report settings at the top of the screen?

    Currently column headers in majority of reports are frozen so you can see these as you scroll through reports.

    Sarah Morley supported this idea  · 

  4. Hubdoc - Keep email text with the receipts.

    11 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah Morley supported this idea  · 

  5. Hubdoc - Attach multiple documents when publishing from Hubdoc

    47 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah Morley supported this idea  · 

  6. Audit Trail Report

    385 votes

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    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Morley supported this idea  · 

  7. Prepayments & Accrual Schedules

    69 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Morley supported this idea  · 

  8. VAT Return - Transaction Visible VAT Rate identifier

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Morley shared this idea  · 

  9. HubDoc - Align subscription to Xero subscriber

    37 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah Morley supported this idea  · 

  10. Hubdoc - Default coding of Document Type

    10 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Sarah Morley supported this idea  · 

  11. Hubdoc - Document Merge

    183 votes

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    21 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 


    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 


    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

    Sarah Morley supported this idea  · 

  12. Bank Reconciliation - Option to switch Spend Money to Receive Money

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Morley supported this idea  · 

  13. Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page

    73 votes

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    33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Morley supported this idea  · 

  14. Bank Reconciliation: Search for transactions across all accounts

    223 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Sarah Morley supported this idea  · 

  15. Hubdoc - Convert bank statement to csv file

    289 votes

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    50 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!

    Sarah Morley supported this idea  ·