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6 results found

  1. Files - Bulk export/print attached files

    588 votes

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    233 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
    We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
    While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
    However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…

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    Barbara Campbell commented  · 

    I have a client going through a 2 year audit. They have 6 bank accounts and needed the bank reconciliation report for each month.

    6 accounts*12 months*2 years = 144 reports. We had to download each one. One at a time...

    Please add this functionality.

    Barbara Campbell supported this idea  · 

  2. Hubdoc | Add new contact - Details to populate from the invoice

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Barbara Campbell shared this idea  · 

  3. Hubdoc | Transaction Details - +Add Supplier to hold text that's already been typed (Like adding customer)

    9 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Barbara Campbell supported this idea  · 

  4. Hubdoc - Integrate with inventory & tracked items

    41 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Barbara Campbell supported this idea  · 

  5. Hubdoc - Publish receipt to existing Xero bill

    94 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Barbara Campbell supported this idea  · 

  6. 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!

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    Barbara Campbell commented  · 

    Please add American Express.

    Just used this feature for the first time on scanned copies of Wells Fargo Statements. It was an absolute game changer saving days of labor! Thank you!

    Barbara Campbell supported this idea  ·