Settings and activity

3 results found

1. Hubdoc - Publish receipt to existing Xero bill

   105 votes

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   submitted  ·  4 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Greg Ziegler supported this idea  ·  16 May, 2023

2. Hubdoc - Convert bank statement to csv file

   303 votes

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   58 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

   We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

   When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

   Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

   With that in mind, there isn’t any work planned for this idea. We know that'll be disappointing, particularly for those outside regions where this capability has been available, however we want to be open here so you can make decisions best to accommodate your business.

   The support and feedback shared on ideas like this continues to help us understand where customers are experiencing friction, and if anything changes in future we’ll share an update here.

   Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

   We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

   When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

   Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

   With that in mind, there isn’t any… more

   Greg Ziegler supported this idea  ·  16 May, 2023

3. Practice Manager | Client Reporting - 'Date Added' field

   29 votes

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   submitted  ·  13 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Greg Ziegler commented  ·  16 May, 2023  ·  Edit…  ·  delete…

   With all the client verification requirements etc being imposed - this report should be a priority to get done. We need to know when client shave been added - just in case someone has done so without proper authority etc

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   Greg Ziegler supported this idea  ·  16 May, 2023