Settings and activity
94 results found
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166 votes
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.
Kimberly Anthony
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2 votes
Sorry Zoe, just trying to understand the page you're referring to here - When you say 'on the first page', is this within a specific report that you're running at present?
Are there particular reports you'd find most useful to add comparatives too? Thanks
Kimberly Anthony
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3 votes
Thanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
Kimberly Anthony
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39 votesKimberly Anthony
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33 votesKimberly Anthony
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52 votesKimberly Anthony
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93 votesKimberly Anthony
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7 votesKimberly Anthony
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76 votesKimberly Anthony
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47 votesKimberly Anthony
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109 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Kimberly Anthony
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26 votesKimberly Anthony
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37 votesKimberly Anthony
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185 votes
An error occurred while saving the comment Kimberly Anthony
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353 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Kimberly Anthony
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126 votesKimberly Anthony
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26 votes
Hey community - just popping back in to re-open this idea 😊
Our previous update confirmed this was possible for users in Australia, however the bulk of this group is based in the UK, where this feature is not available.
As such, we'll be shifting this back to 'Submitted' to continue to collect votes around this feature in a UK Tax context.
Thanks again to everyone that's shared their vote and added their commentary in the meantime!
Kimberly Anthony
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37 votesKimberly Anthony
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150 votesKimberly Anthony
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20 votesKimberly Anthony
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I have a group of 150+ clients that all want the same report that was standard from the previous accounting software. I now have to recreate that as a custom report in every single Xero shell for each of these clients. It is very time consuming and having the ability to share a custom report template across all of these clients would be a tremendous time saver and asset to my services.