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6 results found

  1. Files - Bulk export/print attached files

    654 votes

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

    Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.

    We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.

    For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.

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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

    4 votes

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    submitted  ·  0 comments  ·  Contacts & files » 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  ·  Contacts & files » Hubdoc  ·  Admin →
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    Barbara Campbell supported this idea  · 

  4. Hubdoc - Integrate with inventory & tracked items

    50 votes

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    submitted  ·  7 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Barbara Campbell supported this idea  · 

  5. Hubdoc - Publish receipt to existing Xero bill

    103 votes

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    submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Barbara Campbell supported this idea  · 

  6. Hubdoc - Convert bank statement to csv file

    297 votes

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    54 comments  ·  Contacts & files » 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  ·