Settings and activity
11 results found
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168 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.
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Elizna Bouwer
supported this idea
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284 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Elizna Bouwer
supported this idea
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316 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…Elizna Bouwer
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145 votesElizna Bouwer
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2 votesElizna Bouwer
supported this idea
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751 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Elizna Bouwer
supported this idea
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224 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Elizna Bouwer
supported this idea
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An error occurred while saving the comment Elizna Bouwer
commented
We have a client where they have a user with an "Invoice Only" role. This person is responsible to import the billing invoices from Hubdoc to Xero and approve the invoices. This user does not handle the payments of the billings.
However, after processing the billing invoices, the client wants this user to give them an Age analysis, which she cannot do with the "Invoice Only" option.It would be great if the "invoice only" role had to option to add certain reports that the user may access to give through to management.
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67 votesElizna Bouwer
supported this idea
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23 votes
An error occurred while saving the comment Elizna Bouwer
commented
@Andrew - I think even more people need to vote on this before they will even look at this. Hopefully, at some point, they will find a better solution.
Elizna Bouwer
supported this idea
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4 votes
Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ?
Elizna Bouwer
supported this idea
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An error occurred while saving the comment Elizna Bouwer
commented
Hi
I know about that Payable invoice detail report and it works nice. There are many filters and options to choose from. The only issue is that you cannot see the actual amounts paid. When the auditors ask for a ledger, they try to match a payment back to the bank.
The contact transaction detail, which we have to pull one by one, reflects the allocated payments which they need to add up, but then you need to pull the report one by one.
The Payable invoice detail - I can filter for certain suppliers, but it just reflects as Paid and a date.
It would be nice to have something in a ledger style with debits and credits reflecting the amounts paid. Not sure if it is possible after we allocated a payment to different invoices, to just reflect the one amount paid in the ledger, though?
In the meantime we will be working on the Invoice detail report.
Thanks!
Elizna Bouwer
shared this idea
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35 votes
Hey everyone, just a quick update on this one, as it was shifted to delivered in error.
Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.
We’ll be opening this idea back up to votes and feedback from the community.
As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.
Elizna Bouwer
supported this idea
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How long does an idea stay "under review" before it is actually done?
The newest product updates shows that we can now upload multiple photos on Hubdoc. But it is still multiple photos individually uploaded to separate invoices.
That feature is not really as helpful as a multiple-pages combined to one upload that we all need.
Many invoices run over more than 1 page. To use another app to first save two pages as one document and then only adding to Hubdoc is a time waster.