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3 results found

  1. Hubdoc - Publish receipt to existing Xero bill

    93 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Greg Ziegler supported this idea  · 

  2. 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!

    Greg Ziegler supported this idea  · 

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

    14 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Greg Ziegler commented  · 

    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

    Greg Ziegler supported this idea  ·